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

Q2 2015

Period Jun 30, 2015Filed Aug 6, 2015View on EDGAR ↗
Positions
78
Total value
$235.81M
Top 10 concentration
42.6%
New positions
0

Exited positionsvs. Q2 2015

  • SPDR S&P 500 ETF TR ($1.27M)
  • POWERSHARES QQQ TRUST ($1.24M)
  • SPDR DOW JONES INDL AVRG ETF ($1.03M)
  • VANGUARD WORLD FDS ($425K)
  • 3M CO ($328K)
  • ORACLE CORP ($327K)
  • VANGUARD INTL EQUITY INDEX F ($326K)
  • CISCO SYS INC ($282K)

Holdings · 78

#Class
1
EXPRESS SCRIPTS HLDG CO
30219G108
COM$13.39M5.68%150,582-0.1%
2
WISDOMTREE TR
97717W851
JAPN HEDGE EQT$12.07M5.12%210,918-0.2%
3
UNDER ARMOUR INC
904311107
CL A$10.61M4.50%127,149-0.2%
4
CHIPOTLE MEXICAN GRILL INC
169656105
COM$10.58M4.49%17,486-0.2%
5
VANGUARD TAX MANAGED INTL FD
921943858
FTSE DEV MKT ETF$10.08M4.28%254,276-0.2%
6
MCCORMICK & CO INC
579780206
COM NON VTG$9.87M4.18%121,859-0.6%
7
APPLE INC
037833100
COM$8.93M3.79%71,231-1.5%
8
V F CORP
918204108
COM$8.87M3.76%127,187-0.3%
9
ISHARES TR
464287226
CORE US AGGBD ET$8.06M3.42%74,052+1.0%
10
MCCORMICK & CO INC
579780107
COM VTG$8.04M3.41%99,217
11
TOWERS WATSON & CO
891894107
CL A$7.7M3.27%61,225-0.2%
12
KRAFT FOODS GROUP INC
50076Q106
COM$7.63M3.24%89,636-1.0%
13
UNITED THERAPEUTICS CORP DEL
91307C102
COM$7.38M3.13%42,415-0.3%
14
CATAMARAN CORP
148887102
COM$6.69M2.84%109,545-0.9%
15
PEPSICO INC
713448108
COM$6.21M2.63%66,480-1.2%
16
GENERAL ELECTRIC CO
369604103
COM$6.17M2.62%232,228-1.0%
17
YUM BRANDS INC
988498101
COM$5.74M2.43%63,716-0.4%
18
ABBOTT LABS
002824100
COM$5.66M2.40%115,277-0.5%
19
MICROSOFT CORP
594918104
COM$5.47M2.32%123,974-2.9%
20
EXXON MOBIL CORP
30231G102
COM$5.27M2.24%63,351-0.8%
21
EBAY INC
278642103
COM$5.2M2.21%86,351-0.4%
22
M & T BK CORP
55261F104
COM$5.2M2.20%41,618-0.8%
23
ITC HLDGS CORP
465685105
COM$5.16M2.19%160,385-0.2%
24
PROCTER & GAMBLE CO
742718109
COM$5.08M2.15%64,939-3.0%
25
MEDNAX INC
58502B106
COM$4.56M1.94%61,583-0.6%
26
MASTERCARD INC
57636Q104
CL A$4.04M1.71%43,164-0.8%
27
QUALCOMM INC
747525103
COM$3.94M1.67%62,937-0.9%
28
PRICE T ROWE GROUP INC
74144T108
COM$2.92M1.24%37,617-1.0%
29
GOOGLE INC
38259P508
CL A$2.48M1.05%4,594-0.9%
30
HEALTH CARE REIT INC
42217K106
COM$2.02M0.86%30,794-1.3%
31
GOOGLE INC
38259P706
CL C$1.95M0.82%3,737-1.9%
32
ISHARES TR
464287200
CORE S&P500 ETF$1.83M0.78%8,850
33
HCP INC
40414L109
COM$1.78M0.76%48,909-1.6%
34
TIME WARNER INC
887317303
COM NEW$1.69M0.71%19,286-0.3%
35
BLACKSTONE GSO LNG SHRT CR I
09257D102
COM SHS BN INT$1.51M0.64%97,763
36
WASHINGTON REAL ESTATE INVT
939653101
SH BEN INT$1.4M0.59%54,027
37
JOHNSON & JOHNSON
478160104
COM$1.24M0.52%12,667-21.7%
38
PFIZER INC
717081103
COM$1.12M0.47%33,261-5.9%
39
EAGLE BANCORP INC MD
268948106
COM$1.05M0.45%23,939
40
OMEGA HEALTHCARE INVS INC
681936100
COM$962K0.41%28,020-1.2%
41
HEALTHCARE TR AMER INC
42225P501
CL A NEW$909K0.39%37,958
42
HOME PROPERTIES INC
437306103
COM$814K0.35%11,139
43
CVS HEALTH CORP
126650100
COM$789K0.33%7,524-2.3%
44
MARRIOTT INTL INC NEW
571903202
CL A$787K0.33%10,586-0.7%
45
TIME WARNER CABLE INC
88732J207
COM$763K0.32%4,285
46
VENTAS INC
92276F100
COM$749K0.32%12,057-2.4%
47
BERKSHIRE HATHAWAY INC DEL
084670702
CL B NEW$654K0.28%4,808-12.4%
48
CHEVRON CORP NEW
166764100
COM$625K0.27%6,479-7.8%
49
NEXTERA ENERGY INC
65339F101
COM$588K0.25%6,003-3.1%
50
CORPORATE OFFICE PPTYS TR
22002T108
SH BEN INT$583K0.25%24,760
51
COLGATE PALMOLIVE CO
194162103
COM$535K0.23%8,180-0.5%
52
FLOWERS FOODS INC
343498101
COM$517K0.22%24,434
53
COCA COLA CO
191216100
COM$492K0.21%12,538-17.4%
54
SCHLUMBERGER LTD
806857108
COM$470K0.20%5,449-5.4%
55
DOMINION RES INC VA NEW
25746U109
COM$457K0.19%6,834-7.8%
56
PLUM CREEK TIMBER CO INC
729251108
COM$445K0.19%10,972
57
DANAHER CORP DEL
235851102
COM$431K0.18%5,041-6.1%
58
ISHARES TR
464287598
RUS 1000 VAL ETF$425K0.18%4,119
59
ISHARES TR
464287499
RUS MID-CAP ETF$415K0.18%2,438
60
WEINGARTEN RLTY INVS
948741103
SH BEN INT$344K0.15%10,515
61
ISHARES TR
464287184
CHINA LG-CAP ETF$322K0.14%6,990
62
DUKE ENERGY CORP NEW
26441C204
COM NEW$314K0.13%4,453-9.1%
63
PROSHARES TR
74347B201
PSHS ULTSH 20YRS$286K0.12%5,740
64
VANGUARD INDEX FDS
922908736
GROWTH ETF$282K0.12%2,630
65
WELLS FARGO & CO NEW
949746101
COM$271K0.11%4,825-31.6%
66
ISHARES TR
464287614
RUS 1000 GRW ETF$269K0.11%2,712
67
MCDONALDS CORP
580135101
COM$262K0.11%2,755-44.9%
68
ABBVIE INC
00287Y109
COM$257K0.11%3,830-22.1%
69
VANGUARD SPECIALIZED PORTFOL
921908844
DIV APP ETF$245K0.10%3,118
70
DISNEY WALT CO
254687106
COM DISNEY$240K0.10%2,101+0.5%
71
AMERICAN CAMPUS CMNTYS INC
024835100
COM$229K0.10%6,065-2.9%
72
MONDELEZ INTL INC
609207105
CL A$227K0.10%5,509-5.9%
73
ISHARES TR
464287556
NASDQ BIOTEC ETF$224K0.09%608
74
UNION PAC CORP
907818108
COM$216K0.09%2,261-7.6%
75
VANGUARD INDEX FDS
922908611
SM CP VAL ETF$212K0.09%1,966
76
COSTCO WHSL CORP NEW
22160K105
COM$208K0.09%1,542-11.9%
77
MEADWESTVACO CORP
583334107
COM$203K0.09%4,308
78
ACCESS NATL CORP
004337101
COM$194K0.08%10,000
Total filing value: $235.81M