13F.
Bridgewater Wealth & Financial Management, LLC
13F-HR/A

Q1 2015

Period Mar 31, 2015Filed Aug 6, 2015View on EDGAR ↗
Positions
79
Total value
$234.42M
Top 10 concentration
41.9%
New positions
0

Exited positionsvs. Q1 2015

  • SPDR S&P 500 ETF TR ($1.27M)
  • POWERSHARES QQQ TRUST ($1.2M)
  • SPDR DOW JONES INDL AVRG ETF ($985K)
  • VANGUARD WORLD FDS ($426K)
  • 3M CO ($397K)
  • ORACLE CORP ($350K)
  • VANGUARD INTL EQUITY INDEX F ($327K)
  • CISCO SYS INC ($282K)

Holdings · 79

#Class
1
EXPRESS SCRIPTS HLDG CO
30219G108
COM$13.26M5.66%152,814-0.1%
2
CHIPOTLE MEXICAN GRILL INC
169656105
COM$11.42M4.87%17,553-0.1%
3
UNDER ARMOUR INC
904311107
CL A$10.33M4.41%127,961-0.2%
4
WISDOMTREE TR
97717W851
JAPN HEDGE EQT$10.15M4.33%184,167+0.3%
5
V F CORP
918204108
COM$9.54M4.07%126,631-0.3%
6
MCCORMICK & CO INC
579780206
COM NON VTG$9.31M3.97%120,732-0.6%
7
ISHARES TR
464287226
CORE US AGGBD ET$8.88M3.79%79,673+0.9%
8
APPLE INC
037833100
COM$8.76M3.74%70,367-1.3%
9
VANGUARD TAX MANAGED INTL FD
921943858
FTSE DEV MKT ETF$8.47M3.61%212,540+0.3%
10
CATAMARAN CORP
148887102
COM$8.15M3.48%136,845-0.7%
11
TOWERS WATSON & CO
891894107
CL A$7.98M3.40%60,353-0.2%
12
KRAFT FOODS GROUP INC
50076Q106
COM$7.7M3.29%88,424-1.1%
13
MCCORMICK & CO INC
579780107
COM VTG$7.7M3.29%99,217
14
UNITED THERAPEUTICS CORP DEL
91307C102
COM$7.36M3.14%42,696-0.3%
15
PEPSICO INC
713448108
COM$5.91M2.52%61,794-1.4%
16
GENERAL ELECTRIC CO
369604103
COM$5.69M2.43%229,172-1.5%
17
ITC HLDGS CORP
465685105
COM$5.65M2.41%150,964-0.3%
18
EXXON MOBIL CORP
30231G102
COM$5.3M2.26%62,341-0.8%
19
ABBOTT LABS
002824100
COM$5.25M2.24%113,355-0.5%
20
M & T BK CORP
55261F104
COM$5.19M2.21%40,857-0.9%
21
PROCTER & GAMBLE CO
742718109
COM$5.14M2.19%62,713-3.1%
22
MICROSOFT CORP
594918104
COM$5.03M2.15%123,741-3.2%
23
EBAY INC
278642103
COM$4.89M2.09%84,768-0.4%
24
YUM BRANDS INC
988498101
COM$4.77M2.03%60,572-0.4%
25
QUALCOMM INC
747525103
COM$4.25M1.81%61,249-0.8%
26
MEDNAX INC
58502B106
COM$4.02M1.71%55,417-0.6%
27
MASTERCARD INC
57636Q104
CL A$3.65M1.56%42,203-0.5%
28
PRICE T ROWE GROUP INC
74144T108
COM$2.95M1.26%36,467-0.9%
29
GOOGLE INC
38259P508
CL A$2.43M1.04%4,383-1.0%
30
HEALTH CARE REIT INC
42217K106
COM$2.4M1.02%31,011-1.0%
31
HCP INC
40414L109
COM$2.06M0.88%47,637-1.1%
32
GOOGLE INC
38259P706
CL C$1.94M0.83%3,531-1.5%
33
ISHARES TR
464287200
CORE S&P500 ETF$1.85M0.79%8,885
34
TIME WARNER INC
887317303
COM NEW$1.63M0.70%19,333-0.1%
35
BLACKSTONE GSO LNG SHRT CR I
09257D102
COM SHS BN INT$1.63M0.70%101,003
36
WASHINGTON REAL ESTATE INVT
939653101
SH BEN INT$1.52M0.65%54,902
37
JOHNSON & JOHNSON
478160104
COM$1.32M0.56%13,166-21.1%
38
PFIZER INC
717081103
COM$1.23M0.52%35,261-5.7%
39
OMEGA HEALTHCARE INVS INC
681936100
COM$1.14M0.49%28,020
40
HEALTHCARE TR AMER INC
42225P501
CL A NEW$1.06M0.45%37,958
41
EAGLE BANCORP INC MD
268948106
COM$919K0.39%23,939
42
VENTAS INC
92276F100
COM$902K0.38%12,357-2.3%
43
MARRIOTT INTL INC NEW
571903202
CL A$853K0.36%10,614-0.5%
44
HOME PROPERTIES INC
437306103
COM$817K0.35%11,789
45
CHEVRON CORP NEW
166764100
COM$809K0.35%7,708-6.7%
46
CVS HEALTH CORP
126650100
COM$782K0.33%7,576-0.4%
47
CORPORATE OFFICE PPTYS TR
22002T108
SH BEN INT$762K0.33%25,940
48
BERKSHIRE HATHAWAY INC DEL
084670702
CL B NEW$691K0.29%4,788-12.7%
49
TIME WARNER CABLE INC
88732J207
COM$642K0.27%4,285
50
NEXTERA ENERGY INC
65339F101
COM$625K0.27%6,003-3.3%
51
COLGATE PALMOLIVE CO
194162103
COM$570K0.24%8,217
52
FLOWERS FOODS INC
343498101
COM$556K0.24%24,434
53
DOMINION RES INC VA NEW
25746U109
COM$548K0.23%7,734-7.2%
54
COCA COLA CO
191216100
COM$535K0.23%13,198-16.6%
55
PLUM CREEK TIMBER CO INC
729251108
COM$485K0.21%11,172
56
SCHLUMBERGER LTD
806857108
COM$455K0.19%5,449-5.5%
57
DANAHER CORP DEL
235851102
COM$428K0.18%5,041-7.7%
58
ISHARES TR
464287598
RUS 1000 VAL ETF$423K0.18%4,108
59
ISHARES TR
464287499
RUS MID-CAP ETF$422K0.18%2,438
60
WHITEWAVE FOODS CO
966244105
COM$420K0.18%9,465
61
DUKE ENERGY CORP NEW
26441C204
COM NEW$378K0.16%4,921-8.3%
62
WEINGARTEN RLTY INVS
948741103
SH BEN INT$378K0.16%10,515
63
ISHARES TR
464287184
CHINA LG-CAP ETF$317K0.14%7,140
64
COSTCO WHSL CORP NEW
22160K105
COM$270K0.12%1,782-8.8%
65
MCDONALDS CORP
580135101
COM$269K0.11%2,759-46.1%
66
ISHARES TR
464287614
RUS 1000 GRW ETF$268K0.11%2,712
67
VANGUARD INDEX FDS
922908736
GROWTH ETF$267K0.11%2,556
68
AMERICAN CAMPUS CMNTYS INC
024835100
COM$263K0.11%6,130-1.9%
69
WELLS FARGO & CO NEW
949746101
COM$262K0.11%4,825-31.3%
70
UNION PAC CORP
907818108
COM$252K0.11%2,326-5.2%
71
VANGUARD SPECIALIZED PORTFOL
921908844
DIV APP ETF$251K0.11%3,118
72
PROSHARES TR
74347B201
PSHS ULTSH 20YRS$244K0.10%5,823
73
ABBVIE INC
00287Y109
COM$222K0.09%3,800-16.6%
74
DISNEY WALT CO
254687106
COM DISNEY$220K0.09%2,101+0.5%
75
MEADWESTVACO CORP
583334107
COM$215K0.09%4,308
76
VANGUARD INDEX FDS
922908611
SM CP VAL ETF$215K0.09%1,966
77
EQUITY RESIDENTIAL
29476L107
SH BEN INT$212K0.09%2,720
78
ISHARES TR
464287556
NASDQ BIOTEC ETF$209K0.09%608
79
ACCESS NATL CORP
004337101
COM$187K0.08%10,000
Total filing value: $234.42M