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

Q4 2015

Period Dec 31, 2015Filed Feb 1, 2016View on EDGAR ↗
Positions
89
Total value
$257.9M
Top 10 concentration
41.8%
New positions
13

Exited positionsvs. Q3 2015

  • META FINL GROUP INC ($13.81M)
  • VANGUARD TAX MANAGED INTL FD ($10.88M)
  • ISHARES TR ($6.66M)
  • GOOGLE INC ($3.05M)
  • GOOGLE INC ($2.33M)
  • EBAY INC ($2.21M)
  • HOME PROPERTIES INC ($863K)
  • ISHARES TR ($350K)

Holdings · 89

#Class
1
VANGUARD TAX MANAGED INTL FD
921943858
FTSE DEV MKT ET$21.72M8.42%591,538New
2
WISDOMTREE TR
97717W851
JAPN HEDGE EQT$14.25M5.52%284,453+15.5%
3
EXPRESS SCRIPTS HLDG CO
30219G108
COM$13.48M5.23%154,185+1.2%
4
MCCORMICK & CO INC
579780206
COM NON VTG$9.64M3.74%112,717-3.8%
5
CHIPOTLE MEXICAN GRILL INC
169656105
COM$8.68M3.37%18,089+2.0%
6
V F CORP
918204108
COM$8.19M3.18%131,610+1.7%
7
UNDER ARMOUR INC
904311107
CL A$8.16M3.16%101,178+2.0%
8
APPLE INC
037833100
COM$7.97M3.09%75,740+3.5%
9
MCCORMICK & CO INC
579780107
COM VTG$7.91M3.07%92,692-6.6%
10
TOWERS WATSON & CO
891894107
CL A$7.83M3.04%60,968-0.7%
11
GENERAL ELECTRIC CO
369604103
COM$7.62M2.95%244,612+2.1%
12
SMUCKER J M CO
832696405
COM NEW$7.58M2.94%61,440New
13
MICROSOFT CORP
594918104
COM$7.3M2.83%131,511+2.4%
14
PEPSICO INC
713448108
COM$7.11M2.76%71,174+3.4%
15
UNITED THERAPEUTICS CORP DEL
91307C102
COM$6.95M2.70%44,404+2.5%
16
ISHARES TR
464287226
CORE US AGGBD E$6.89M2.67%63,744New
17
KRAFT HEINZ CO
500754106
COM$6.84M2.65%93,946+3.9%
18
CENTENE CORP DEL
15135B101
COM$6.5M2.52%98,800-5.8%
19
ITC HLDGS CORP
465685105
COM$6.22M2.41%158,457-3.6%
20
ABBOTT LABS
002824100
COM$5.72M2.22%127,260+6.9%
21
EXXON MOBIL CORP
30231G102
COM$5.69M2.21%72,984+12.1%
22
PROCTER & GAMBLE CO
742718109
COM$5.66M2.19%71,259+5.4%
23
M & T BK CORP
55261F104
COM$5.53M2.15%45,667+5.3%
24
MEDNAX INC
58502B106
COM$5.07M1.96%70,711+11.5%
25
JPMORGAN CHASE & CO
46625H365
ALERIAN ML ETN$4.58M1.77%157,928New
26
MASTERCARD INC
57636Q104
CL A$4.54M1.76%46,664+3.5%
27
ALPHABET INC
02079K305
CAP STK CL A$3.84M1.49%4,929New
28
PAYPAL HLDGS INC
70450Y103
COM$3.41M1.32%94,190+6.2%
29
PRICE T ROWE GROUP INC
74144T108
COM$3.05M1.18%42,674+6.5%
30
ALPHABET INC
02079K107
CAP STK CL C$2.93M1.14%3,864New
31
QUALCOMM INC
747525103
COM$2.31M0.89%46,144-30.5%
32
WELLTOWER INC
95040Q104
COM$2.17M0.84%31,876+3.3%
33
HCP INC
40414L109
COM$1.91M0.74%49,996+1.7%
34
ISHARES TR
464287200
CORE S&P500 ETF$1.51M0.59%7,389+0.4%
35
WASHINGTON REAL ESTATE INVT
939653101
SH BEN INT$1.46M0.56%53,827-0.4%
36
JOHNSON & JOHNSON
478160104
COM$1.46M0.56%14,173-0.9%
37
POWERSHARES QQQ TRUST
73935A104
UNIT SER 1$1.44M0.56%12,881+0.0%
38
SPDR S&P 500 ETF TR
78462F103
TR UNIT$1.29M0.50%6,312+0.6%
39
TIME WARNER INC
887317303
COM NEW$1.25M0.48%19,307-0.1%
40
EAGLE BANCORP INC MD
268948106
COM$1.21M0.47%23,939
41
SPDR DOW JONES INDL AVRG ETF
78467X109
UT SER 1$1.15M0.45%6,616+3.3%
42
PFIZER INC
717081103
COM$1.1M0.43%34,028+0.0%
43
HEALTHCARE TR AMER INC
42225P501
CL A NEW$1.04M0.40%38,708
44
OMEGA HEALTHCARE INVS INC
681936100
COM$1.02M0.40%29,280+4.8%
45
CVS HEALTH CORP
126650100
COM$762K0.30%7,798-1.9%
46
MARRIOTT INTL INC NEW
571903202
CL A$712K0.28%10,623
47
VENTAS INC
92276F100
COM$701K0.27%12,417+3.0%
48
TIME WARNER CABLE INC
88732J207
COM$649K0.25%3,495-18.4%
49
BERKSHIRE HATHAWAY INC DEL
084670702
CL B NEW$645K0.25%4,888
50
NEXTERA ENERGY INC
65339F101
COM$624K0.24%6,003
51
CHEVRON CORP NEW
166764100
COM$588K0.23%6,533
52
COLGATE PALMOLIVE CO
194162103
COM$545K0.21%8,180-0.4%
53
DANAHER CORP DEL
235851102
COM$532K0.21%5,726+9.6%
54
CORPORATE OFFICE PPTYS TR
22002T108
SH BEN INT$514K0.20%23,565-0.8%
55
PLUM CREEK TIMBER CO INC
729251108
COM$512K0.20%10,725+2.4%
56
DOMINION RES INC VA NEW
25746U109
COM$487K0.19%7,201+2.0%
57
MCDONALDS CORP
580135101
COM$435K0.17%3,685-0.5%
58
VANGUARD WORLD FDS
92204A702
INF TECH ETF$433K0.17%4,000
59
ISHARES TR
464287598
RUS 1000 VAL ET$385K0.15%3,938New
60
BLACKSTONE GSO LNG SHRT CR I
09257D102
COM SHS BN INT$372K0.14%27,591-64.8%
61
ISHARES TR
464287499
RUS MID-CAP ETF$366K0.14%2,283-6.4%
62
VANGUARD SPECIALIZED PORTFOL
921908844
DIV APP ETF$364K0.14%4,677
63
WEINGARTEN RLTY INVS
948741103
SH BEN INT$358K0.14%10,340-1.7%
64
COSTCO WHSL CORP NEW
22160K105
COM$335K0.13%2,077+19.8%
65
DUKE ENERGY CORP NEW
26441C204
COM NEW$332K0.13%4,653+4.5%
66
WELLS FARGO & CO NEW
949746101
COM$330K0.13%6,074+0.5%
67
VANGUARD INTL EQUITY INDEX F
922042742
TT WRLD ST ETF$324K0.13%5,628+3.0%
68
SCHLUMBERGER LTD
806857108
COM$319K0.12%4,573-20.6%
69
ISHARES TR
464287556
NASDQ BIOTEC ET$308K0.12%912New
70
FLOWERS FOODS INC
343498101
COM$292K0.11%13,567
71
VANGUARD INDEX FDS
922908736
GROWTH ETF$282K0.11%2,652+0.6%
72
COCA COLA CO
191216100
COM$275K0.11%6,398
73
CELGENE CORP
151020104
COM$265K0.10%2,214-10.3%
74
ISHARES TR
464287614
RUS 1000 GRW ET$265K0.10%2,665New
75
MONDELEZ INTL INC
609207105
CL A$264K0.10%5,884
76
DISNEY WALT CO
254687106
COM DISNEY$254K0.10%2,420+1.8%
77
AMERICAN CAMPUS CMNTYS INC
024835100
COM$253K0.10%6,130
78
VANGUARD INTL EQUITY INDEX F
922042858
FTSE EMR MKT ET$246K0.10%7,516New
79
ISHARES TR
464287184
CHINA LG-CAP ET$236K0.09%6,690New
80
ABBVIE INC
00287Y109
COM$232K0.09%3,917
81
VANGUARD INDEX FDS
922908629
MID CAP ETF$230K0.09%1,919-0.2%
82
ORACLE CORP
68389X105
COM$223K0.09%6,115-9.9%
83
VERIZON COMMUNICATIONS INC
92343V104
COM$223K0.09%4,822New
84
EQUITY RESIDENTIAL
29476L107
SH BEN INT$222K0.09%2,720
85
3M CO
88579Y101
COM$213K0.08%1,416
86
SPDR SERIES TRUST
78464A813
S&P 600 SML CAP$213K0.08%2,154+4.4%
87
ECOLAB INC
278865100
COM$209K0.08%1,827
88
ACCESS NATL CORP
004337101
COM$205K0.08%10,000
89
CBS CORP NEW
124857202
CL B$205K0.08%4,350New
Total filing value: $257.9M