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

Q2 2016

Period Jun 30, 2016Filed Aug 3, 2016View on EDGAR ↗
Positions
114
Total value
$277.29M
Top 10 concentration
39.7%
New positions
7

Exited positionsvs. Q1 2016

  • ITC HLDGS CORP ($6.94M)
  • TIME WARNER CABLE INC ($714K)
  • LANCASTER COLONY CORP ($514K)
  • STARBUCKS CORP ($244K)
  • FACEBOOK INC ($214K)
  • WASTE MGMT INC DEL ($204K)
  • LOCKHEED MARTIN CORP ($202K)
  • NEW YORK MTG TR INC ($95K)

Holdings · 114

#Class
1
VANGUARD TAX MANAGED INTL FD
921943858
FTSE DEV MKT ETF$22.13M7.98%625,720+3.9%
2
WISDOMTREE TR
97717W851
JAPN HEDGE EQT$12.05M4.35%310,722+6.8%
3
EXPRESS SCRIPTS HLDG CO
30219G108
COM$11.56M4.17%152,561-0.2%
4
MCCORMICK & CO INC
579780206
COM NON VTG$11.07M3.99%103,784-6.1%
5
MCCORMICK & CO INC
579780107
COM VTG$9.84M3.55%92,692
6
ISHARES TR
464287226
CORE US AGGBD ET$9.39M3.39%83,420+24.2%
7
EXXON MOBIL CORP
30231G102
COM$9.12M3.29%97,324+16.6%
8
SMUCKER J M CO
832696405
COM NEW$8.43M3.04%55,334-0.6%
9
KRAFT HEINZ CO
500754106
COM$8.27M2.98%93,478-0.7%
10
GENERAL ELECTRIC CO
369604103
COM$8.14M2.94%258,596-2.2%
11
APPLE INC
037833100
COM$8.14M2.93%85,119-1.6%
12
V F CORP
918204108
COM$7.68M2.77%124,898-4.9%
13
PEPSICO INC
713448108
COM$7.67M2.77%72,379-0.2%
14
CENTENE CORP DEL
15135B101
COM$7.51M2.71%105,278-0.8%
15
WILLIS TOWERS WATSON PUB LTD
G96629103
SHS$7.51M2.71%60,432-2.4%
16
AMERICAN EXPRESS CO
025816109
COM$6.92M2.49%113,830+3.9%
17
MICROSOFT CORP
594918104
COM$6.86M2.47%133,995-1.5%
18
PROCTER & GAMBLE CO
742718109
COM$6.14M2.21%72,492-1.0%
19
M & T BK CORP
55261F104
COM$5.51M1.99%46,594-0.1%
20
CHIPOTLE MEXICAN GRILL INC
169656105
COM$5.42M1.95%13,450-24.0%
21
MEDNAX INC
58502B106
COM$5.35M1.93%73,914+2.2%
22
SPROUTS FMRS MKT INC
85208M102
COM$5.27M1.90%230,158New
23
ABBOTT LABS
002824100
COM$5.07M1.83%128,888-0.5%
24
UNITED THERAPEUTICS CORP DEL
91307C102
COM$4.78M1.72%45,132+1.2%
25
UNDER ARMOUR INC
904311107
CL A$4.13M1.49%102,971+0.4%
26
MASTERCARD INC
57636Q104
CL A$4.06M1.46%46,098-1.6%
27
QUALCOMM INC
747525103
COM$3.92M1.41%73,110+3.7%
28
PRICE T ROWE GROUP INC
74144T108
COM$3.86M1.39%52,845+1.9%
29
UNDER ARMOUR INC
904311206
CL C$3.69M1.33%101,232New
30
ALPHABET INC
02079K305
CAP STK CL A$3.47M1.25%4,933
31
VANGUARD SPECIALIZED PORTFOL
921908844
DIV APP ETF$2.84M1.02%34,073-3.6%
32
ALPHABET INC
02079K107
CAP STK CL C$2.79M1.00%4,024+1.2%
33
WELLTOWER INC
95040Q104
COM$2.52M0.91%33,050+2.2%
34
EAGLE BANCORP INC MD
268948106
COM$2.41M0.87%50,012+108.9%
35
JOHNSON & JOHNSON
478160104
COM$2M0.72%16,477-4.0%
36
HCP INC
40414L109
COM$1.85M0.67%52,408+0.9%
37
WASHINGTON REAL ESTATE INVT
939653101
SH BEN INT$1.64M0.59%52,258-3.5%
38
ISHARES TR
464287200
CORE S&P500 ETF$1.52M0.55%7,211+0.4%
39
TIME WARNER INC
887317303
COM NEW$1.42M0.51%19,260
40
POWERSHARES QQQ TRUST
73935A104
UNIT SER 1$1.41M0.51%13,095+0.0%
41
SPDR S&P 500 ETF TR
78462F103
TR UNIT$1.34M0.48%6,411+0.5%
42
SPDR DOW JONES INDL AVRG ETF
78467X109
UT SER 1$1.28M0.46%7,121+0.3%
43
VANGUARD WORLD FDS
92204A504
HEALTH CAR ETF$1.24M0.45%9,508-6.7%
44
HEALTHCARE TR AMER INC
42225P501
CL A NEW$1.23M0.44%38,083-1.6%
45
BERKSHIRE HATHAWAY INC DEL
084670702
CL B NEW$1.21M0.44%8,383-2.2%
46
PFIZER INC
717081103
COM$1.16M0.42%32,793-8.4%
47
CVS HEALTH CORP
126650100
COM$1.01M0.37%10,588+2.4%
48
OMEGA HEALTHCARE INVS INC
681936100
COM$968K0.35%28,512-2.8%
49
VENTAS INC
92276F100
COM$930K0.34%12,767-0.4%
50
ADOBE SYS INC
00724F101
COM$874K0.32%9,127-0.1%
51
VERIZON COMMUNICATIONS INC
92343V104
COM$789K0.28%14,134+0.0%
52
MARRIOTT INTL INC NEW
571903202
CL A$788K0.28%11,850+6.5%
53
NEXTERA ENERGY INC
65339F101
COM$736K0.27%5,644-11.8%
54
CHEVRON CORP NEW
166764100
COM$715K0.26%6,821-3.3%
55
COLGATE PALMOLIVE CO
194162103
COM$714K0.26%9,756-1.5%
56
DANAHER CORP DEL
235851102
COM$680K0.25%6,736
57
CORPORATE OFFICE PPTYS TR
22002T108
SH BEN INT$676K0.24%22,865-3.0%
58
ISHARES TR
464288687
U.S. PFD STK ETF$637K0.23%15,976-7.7%
59
WEYERHAEUSER CO
962166104
COM$599K0.22%20,105-3.3%
60
DOMINION RES INC VA NEW
25746U109
COM$563K0.20%7,226-4.0%
61
CARDINAL HEALTH INC
14149Y108
COM$512K0.18%6,561+0.3%
62
ISHARES TR
464287556
NASDQ BIOTEC ETF$457K0.16%1,776-9.0%
63
MCDONALDS CORP
580135101
COM$444K0.16%3,690-5.8%
64
DISNEY WALT CO
254687106
COM DISNEY$440K0.16%4,494
65
VANGUARD WORLD FDS
92204A702
INF TECH ETF$428K0.15%4,000
66
AMERICAN WTR WKS CO INC NEW
030420103
COM$426K0.15%5,037+0.2%
67
AMAZON COM INC
023135106
COM$409K0.15%571-14.5%
68
WEINGARTEN RLTY INVS
948741103
SH BEN INT$406K0.15%9,940-3.9%
69
DUKE ENERGY CORP NEW
26441C204
COM NEW$399K0.14%4,653-0.9%
70
ABBVIE INC
00287Y109
COM$373K0.13%6,029-1.5%
71
GENERAL MLS INC
370334104
COM$369K0.13%5,176-2.7%
72
ISHARES TR
464287598
RUS 1000 VAL ETF$366K0.13%3,547
73
AT&T INC
00206R102
COM$356K0.13%8,242-9.2%
74
VANGUARD INTL EQUITY INDEX F
922042742
TT WRLD ST ETF$346K0.12%5,963+3.0%
75
ISHARES TR
464287754
U.S. INDS ETF$341K0.12%3,101+0.3%
76
CHARTER COMMUNICATIONS INC N
16119P108
CL A$329K0.12%1,438New
77
COSTCO WHSL CORP NEW
22160K105
COM$329K0.12%2,095-3.2%
78
ISHARES TR
464287465
MSCI EAFE ETF$327K0.12%5,866+0.5%
79
WELLS FARGO & CO NEW
949746101
COM$325K0.12%6,859-3.2%
80
ISHARES TR
464287499
RUS MID-CAP ETF$306K0.11%1,819-20.3%
81
AMERICAN CAMPUS CMNTYS INC
024835100
COM$303K0.11%5,738-6.4%
82
ORACLE CORP
68389X105
COM$300K0.11%7,325+0.0%
83
PROSHARES TR
74347R305
PSHS ULTRA DOW30$288K0.10%4,229+0.3%
84
ISHARES TR
464287457
1-3 YR TR BD ETF$281K0.10%3,295-4.0%
85
3M CO
88579Y101
COM$276K0.10%1,576-2.6%
86
ISHARES TR
464287614
RUS 1000 GRW ETF$271K0.10%2,705-1.8%
87
CELGENE CORP
151020104
COM$270K0.10%2,741-0.4%
88
MONDELEZ INTL INC
609207105
CL A$270K0.10%5,942
89
COCA COLA CO
191216100
COM$269K0.10%5,939-4.3%
90
VANGUARD INTL EQUITY INDEX F
922042858
FTSE EMR MKT ETF$265K0.10%7,513+0.0%
91
INTERNATIONAL BUSINESS MACHS
459200101
COM$262K0.09%1,725-2.8%
92
HONEYWELL INTL INC
438516106
COM$259K0.09%2,226+0.1%
93
B & G FOODS INC NEW
05508R106
COM$258K0.09%5,361-10.0%
94
SPDR SERIES TRUST
78464A813
S&P 600 SML CAP$257K0.09%2,459+4.2%
95
FLOWERS FOODS INC
343498101
COM$254K0.09%13,567
96
MERCK & CO INC
58933Y105
COM$253K0.09%4,393+0.1%
97
SELECT SECTOR SPDR TR
81369Y209
SBI HEALTHCARE$245K0.09%3,420+0.3%
98
VANGUARD INDEX FDS
922908629
MID CAP ETF$238K0.09%1,922
99
CBS CORP NEW
124857202
CL B$237K0.09%4,350
100
VANGUARD INDEX FDS
922908611
SM CP VAL ETF$233K0.08%2,215+0.0%
101
ISHARES TR
464287184
CHINA LG-CAP ETF$229K0.08%6,690
102
ISHARES TR
46432F842
CORE MSCI EAFE$225K0.08%4,330-3.1%
103
VANGUARD INDEX FDS
922908736
GROWTH ETF$225K0.08%2,099-21.0%
104
PPG INDS INC
693506107
COM$222K0.08%2,129
105
SELECT SECTOR SPDR TR
81369Y886
SBI INT-UTILS$219K0.08%4,165+0.1%
106
ECOLAB INC
278865100
COM$217K0.08%1,827
107
MEDTRONIC PLC
G5960L103
SHS$217K0.08%2,498New
108
PURE STORAGE INC
74624M102
CL A$217K0.08%19,893New
109
BECTON DICKINSON & CO
075887109
COM$216K0.08%1,271New
110
ISHARES TR
464287739
U.S. REAL ES ETF$215K0.08%2,604New
111
UNION BANKSHARES CORP NEW
90539J109
COM$204K0.07%8,251
112
EQUITY RESIDENTIAL
29476L107
SH BEN INT$201K0.07%2,920
113
ACCESS NATL CORP
004337101
COM$195K0.07%10,000
114
MICROVISION INC DEL
594960304
COM NEW$29K0.01%17,000
Total filing value: $277.29M