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

Q3 2015

Period Sep 30, 2015Filed Nov 2, 2015View on EDGAR ↗
Positions
89
Total value
$241.41M
Top 10 concentration
43.9%
New positions
18

Exited positionsvs. Q2 2015

  • KRAFT FOODS GROUP INC ($7.63M)
  • CATAMARAN CORP ($6.69M)
  • YUM BRANDS INC ($5.74M)
  • HEALTH CARE REIT INC ($2.02M)
  • UNION PAC CORP ($216K)
  • VANGUARD INDEX FDS ($212K)
  • MEADWESTVACO CORP ($203K)

Holdings · 89

#Class
1
META FINL GROUP INC
59100U108
COM$13.81M5.72%0New
2
CHIPOTLE MEXICAN GRILL INC
169656105
COM$12.78M5.29%17,743+1.5%
3
EXPRESS SCRIPTS HLDG CO
30219G108
COM$12.33M5.11%152,351+1.2%
4
WISDOMTREE TR
97717W851
JAPN HEDGE EQT$11.98M4.96%246,215+16.7%
5
VANGUARD TAX MANAGED INTL FD
921943858
FTSE DEV MKT ETF$10.88M4.51%305,222+20.0%
6
MCCORMICK & CO INC
579780206
COM NON VTG$9.63M3.99%117,161-3.9%
7
UNDER ARMOUR INC
904311107
CL A$9.6M3.98%99,218-22.0%
8
V F CORP
918204108
COM$8.83M3.66%129,383+1.7%
9
MCCORMICK & CO INC
579780107
COM VTG$8.14M3.37%99,217
10
APPLE INC
037833100
COM$8.07M3.34%73,177+2.7%
11
TOWERS WATSON & CO
891894107
CL A$7.2M2.98%61,370+0.2%
12
ISHARES TR
464287226
CORE US AGGBD ET$6.66M2.76%60,765-17.9%
13
PEPSICO INC
713448108
COM$6.49M2.69%68,825+3.5%
14
KRAFT HEINZ CO
500754106
COM$6.38M2.64%90,438New
15
GENERAL ELECTRIC CO
369604103
COM$6.04M2.50%239,647+3.2%
16
CENTENE CORP DEL
15135B101
COM$5.69M2.36%104,903New
17
MICROSOFT CORP
594918104
COM$5.69M2.36%128,462+3.6%
18
UNITED THERAPEUTICS CORP DEL
91307C102
COM$5.68M2.35%43,310+2.1%
19
ITC HLDGS CORP
465685105
COM$5.48M2.27%164,429+2.5%
20
M & T BK CORP
55261F104
COM$5.29M2.19%43,364+4.2%
21
MEDNAX INC
58502B106
COM$4.87M2.02%63,439+3.0%
22
PROCTER & GAMBLE CO
742718109
COM$4.86M2.01%67,604+4.1%
23
EXXON MOBIL CORP
30231G102
COM$4.84M2.01%65,116+2.8%
24
ABBOTT LABS
002824100
COM$4.79M1.98%119,070+3.3%
25
MASTERCARD INC
57636Q104
CL A$4.06M1.68%45,087+4.5%
26
QUALCOMM INC
747525103
COM$3.57M1.48%66,389+5.5%
27
GOOGLE INC
38259P508
CL A$3.05M1.26%4,775+3.9%
28
PRICE T ROWE GROUP INC
74144T108
COM$2.79M1.15%40,088+6.6%
29
PAYPAL HLDGS INC
70450Y103
COM$2.75M1.14%88,704New
30
GOOGLE INC
38259P706
CL C$2.33M0.96%3,823+2.3%
31
EBAY INC
278642103
COM$2.21M0.92%90,379+4.7%
32
WELLTOWER INC
95040Q104
COM$2.09M0.87%30,863New
33
HCP INC
40414L109
COM$1.83M0.76%49,148+0.5%
34
ISHARES TR
464287200
CORE S&P500 ETF$1.42M0.59%7,356-16.9%
35
WASHINGTON REAL ESTATE INVT
939653101
SH BEN INT$1.35M0.56%54,027
36
JOHNSON & JOHNSON
478160104
COM$1.34M0.55%14,305+12.9%
37
TIME WARNER INC
887317303
COM NEW$1.33M0.55%19,333+0.2%
38
POWERSHARES QQQ TRUST
73935A104
UNIT SER 1$1.31M0.54%12,877New
39
SPDR S&P 500 ETF TR
78462F103
TR UNIT$1.2M0.50%6,277New
40
BLACKSTONE GSO LNG SHRT CR I
09257D102
COM SHS BN INT$1.12M0.46%78,314-19.9%
41
EAGLE BANCORP INC MD
268948106
COM$1.09M0.45%23,939
42
PFIZER INC
717081103
COM$1.07M0.44%34,021+2.3%
43
SPDR DOW JONES INDL AVRG ETF
78467X109
UT SER 1$1.04M0.43%6,402New
44
OMEGA HEALTHCARE INVS INC
681936100
COM$982K0.41%27,930-0.3%
45
HEALTHCARE TR AMER INC
42225P501
CL A NEW$949K0.39%38,708+2.0%
46
HOME PROPERTIES INC
437306103
COM$863K0.36%11,539+3.6%
47
TIME WARNER CABLE INC
88732J207
COM$769K0.32%4,285
48
CVS HEALTH CORP
126650100
COM$767K0.32%7,945+5.6%
49
MARRIOTT INTL INC NEW
571903202
CL A$724K0.30%10,623+0.3%
50
VENTAS INC
92276F100
COM$676K0.28%12,057
51
BERKSHIRE HATHAWAY INC DEL
084670702
CL B NEW$637K0.26%4,888+1.7%
52
NEXTERA ENERGY INC
65339F101
COM$586K0.24%6,003
53
COLGATE PALMOLIVE CO
194162103
COM$521K0.22%8,212+0.4%
54
CHEVRON CORP NEW
166764100
COM$515K0.21%6,533+0.8%
55
CORPORATE OFFICE PPTYS TR
22002T108
SH BEN INT$500K0.21%23,760-4.0%
56
DOMINION RES INC VA NEW
25746U109
COM$497K0.21%7,059+3.3%
57
DANAHER CORP DEL
235851102
COM$445K0.18%5,226+3.7%
58
PLUM CREEK TIMBER CO INC
729251108
COM$414K0.17%10,472-4.6%
59
VANGUARD WORLD FDS
92204A702
INF TECH ETF$400K0.17%4,000New
60
SCHLUMBERGER LTD
806857108
COM$397K0.16%5,759+5.7%
61
ISHARES TR
464287499
RUS MID-CAP ETF$379K0.16%2,438
62
MCDONALDS CORP
580135101
COM$365K0.15%3,705+34.5%
63
ISHARES TR
464287598
RUS 1000 VAL ETF$350K0.14%3,751-8.9%
64
PROSHARES TR
74347B201
PSHS ULTSH 20YRS$350K0.14%8,071+40.6%
65
WEINGARTEN RLTY INVS
948741103
SH BEN INT$348K0.14%10,515
66
VANGUARD SPECIALIZED PORTFOL
921908844
DIV APP ETF$345K0.14%4,677+50.0%
67
FLOWERS FOODS INC
343498101
COM$336K0.14%13,567-44.5%
68
DUKE ENERGY CORP NEW
26441C204
COM NEW$320K0.13%4,453
69
WELLS FARGO & CO NEW
949746101
COM$310K0.13%6,046+25.3%
70
VANGUARD INTL EQUITY INDEX F
922042742
TT WRLD ST ETF$302K0.13%5,463New
71
ISHARES TR
464287556
NASDQ BIOTEC ETF$276K0.11%912+50.0%
72
CELGENE CORP
151020104
COM$267K0.11%2,467New
73
VANGUARD INDEX FDS
922908736
GROWTH ETF$264K0.11%2,636+0.2%
74
COCA COLA CO
191216100
COM$257K0.11%6,398-49.0%
75
COSTCO WHSL CORP NEW
22160K105
COM$251K0.10%1,733+12.4%
76
MONDELEZ INTL INC
609207105
CL A$246K0.10%5,884+6.8%
77
ORACLE CORP
68389X105
COM$245K0.10%6,790New
78
ISHARES TR
464287614
RUS 1000 GRW ETF$244K0.10%2,628-3.1%
79
DISNEY WALT CO
254687106
COM DISNEY$243K0.10%2,377+13.1%
80
ISHARES TR
464287184
CHINA LG-CAP ETF$237K0.10%6,690-4.3%
81
VANGUARD INDEX FDS
922908629
MID CAP ETF$224K0.09%1,922New
82
AMERICAN CAMPUS CMNTYS INC
024835100
COM$222K0.09%6,130+1.1%
83
VANGUARD INTL EQUITY INDEX F
922042858
FTSE EMR MKT ETF$214K0.09%6,478New
84
ABBVIE INC
00287Y109
COM$213K0.09%3,917+2.3%
85
ACCESS NATL CORP
004337101
COM$204K0.08%10,000
86
EQUITY RESIDENTIAL
29476L107
SH BEN INT$204K0.08%2,720New
87
3M CO
88579Y101
COM$201K0.08%1,416New
88
SPDR SERIES TRUST
78464A813
S&P 600 SML CAP$201K0.08%2,064New
89
ECOLAB INC
278865100
COM$200K0.08%1,827New
Total filing value: $241.41M