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

Q3 2016

Period Sep 30, 2016Filed Nov 1, 2016View on EDGAR ↗
Positions
113
Total value
$271.35M
Top 10 concentration
40.2%
New positions
3

Exited positionsvs. Q2 2016

  • WILLIS TOWERS WATSON PUB LTD ($7.51M)
  • MEDTRONIC PLC ($217K)
  • EQUITY RESIDENTIAL ($201K)
  • ACCESS NATL CORP ($195K)

Holdings · 113

#Class
1
VANGUARD TAX MANAGED INTL FD
921943858
FTSE DEV MKT ETF$23.02M8.48%615,452-1.6%
2
WISDOMTREE TR
97717W851
JAPN HEDGE EQT$13.52M4.98%315,026+1.4%
3
ISHARES TR
464287226
CORE US AGGBD ET$11.46M4.22%101,948+22.2%
4
EXPRESS SCRIPTS HLDG CO
30219G108
COM$10.65M3.93%151,062-1.0%
5
MCCORMICK & CO INC
579780107
COM VTG$9.28M3.42%92,692
6
APPLE INC
037833100
COM$9.21M3.39%81,424-4.3%
7
EXXON MOBIL CORP
30231G102
COM$8.17M3.01%93,628-3.8%
8
KRAFT HEINZ CO
500754106
COM$8.06M2.97%90,048-3.7%
9
PEPSICO INC
713448108
COM$7.86M2.90%72,289-0.1%
10
MICROSOFT CORP
594918104
COM$7.78M2.87%135,145+0.9%
11
MCCORMICK & CO INC
579780206
COM NON VTG$7.61M2.80%76,125-26.7%
12
GENERAL ELECTRIC CO
369604103
COM$7.5M2.77%253,313-2.0%
13
SMUCKER J M CO
832696405
COM NEW$7.45M2.74%54,927-0.7%
14
AMERICAN EXPRESS CO
025816109
COM$7.37M2.72%115,074+1.1%
15
CENTENE CORP DEL
15135B101
COM$7.08M2.61%105,670+0.4%
16
V F CORP
918204108
COM$6.87M2.53%122,514-1.9%
17
PROCTER AND GAMBLE CO
742718109
COM$6.55M2.41%72,941+0.6%
18
SPROUTS FMRS MKT INC
85208M102
COM$6.03M2.22%292,150+26.9%
19
CHIPOTLE MEXICAN GRILL INC
169656105
COM$5.69M2.10%13,434-0.1%
20
UNITED THERAPEUTICS CORP DEL
91307C102
COM$5.67M2.09%48,028+6.4%
21
M & T BK CORP
55261F104
COM$5.44M2.00%46,849+0.5%
22
ABBOTT LABS
002824100
COM$5.41M1.99%127,840-0.8%
23
QUALCOMM INC
747525103
COM$5M1.84%72,949-0.2%
24
MEDNAX INC
58502B106
COM$4.97M1.83%75,077+1.6%
25
MASTERCARD INCORPORATED
57636Q104
CL A$4.75M1.75%46,668+1.2%
26
UNDER ARMOUR INC
904311107
CL A$4.04M1.49%104,412+1.4%
27
ALPHABET INC
02079K305
CAP STK CL A$3.86M1.42%4,794-2.8%
28
PRICE T ROWE GROUP INC
74144T108
COM$3.48M1.28%52,277-1.1%
29
ALPHABET INC
02079K107
CAP STK CL C$3.39M1.25%4,357+8.3%
30
UNDER ARMOUR INC
904311206
CL C$3.34M1.23%98,767-2.4%
31
VANGUARD SPECIALIZED PORTFOL
921908844
DIV APP ETF$2.85M1.05%33,939-0.4%
32
WELLTOWER INC
95040Q104
COM$2.44M0.90%32,601-1.4%
33
EAGLE BANCORP INC MD
268948106
COM$2.35M0.87%47,621-4.8%
34
JOHNSON & JOHNSON
478160104
COM$1.99M0.73%16,806+2.0%
35
HCP INC
40414L109
COM$1.97M0.73%51,871-1.0%
36
WASHINGTON REAL ESTATE INVT
939653101
SH BEN INT$1.6M0.59%51,259-1.9%
37
POWERSHARES QQQ TRUST
73935A104
UNIT SER 1$1.54M0.57%12,995-0.8%
38
ISHARES TR
464287200
CORE S&P500 ETF$1.53M0.56%7,049-2.2%
39
SPDR S&P 500 ETF TR
78462F103
TR UNIT$1.39M0.51%6,413+0.0%
40
HEALTHCARE TR AMER INC
42225P501
CL A NEW$1.24M0.46%37,958-0.3%
41
TIME WARNER INC
887317303
COM NEW$1.23M0.45%15,460-19.7%
42
BERKSHIRE HATHAWAY INC DEL
084670702
CL B NEW$1.23M0.45%8,508+1.5%
43
SPDR DOW JONES INDL AVRG ETF
78467X109
UT SER 1$1.22M0.45%6,696-6.0%
44
VANGUARD WORLD FDS
92204A504
HEALTH CAR ETF$1.15M0.42%8,659-8.9%
45
PFIZER INC
717081103
COM$1.15M0.42%33,940+3.5%
46
OMEGA HEALTHCARE INVS INC
681936100
COM$998K0.37%28,150-1.3%
47
ADOBE SYS INC
00724F101
COM$992K0.37%9,142+0.2%
48
CVS HEALTH CORP
126650100
COM$902K0.33%10,141-4.2%
49
VENTAS INC
92276F100
COM$902K0.33%12,767
50
MARRIOTT INTL INC NEW
571903202
CL A$798K0.29%11,850
51
VERIZON COMMUNICATIONS INC
92343V104
COM$767K0.28%14,764+4.5%
52
COLGATE PALMOLIVE CO
194162103
COM$727K0.27%9,807+0.5%
53
CORPORATE OFFICE PPTYS TR
22002T108
SH BEN INT$648K0.24%22,865
54
NEXTERA ENERGY INC
65339F101
COM$647K0.24%5,293-6.2%
55
ISHARES TR
464288687
U.S. PFD STK ETF$637K0.23%16,125+0.9%
56
WEYERHAEUSER CO
962166104
COM$608K0.22%19,020-5.4%
57
CHEVRON CORP NEW
166764100
COM$607K0.22%5,898-13.5%
58
DOMINION RES INC VA NEW
25746U109
COM$537K0.20%7,226
59
DANAHER CORP DEL
235851102
COM$528K0.19%6,736
60
ISHARES TR
464287556
NASDQ BIOTEC ETF$514K0.19%1,776
61
AMAZON COM INC
023135106
COM$508K0.19%607+6.3%
62
VANGUARD WORLD FDS
92204A702
INF TECH ETF$481K0.18%4,000
63
CARDINAL HEALTH INC
14149Y108
COM$473K0.17%6,087-7.2%
64
MCDONALDS CORP
580135101
COM$452K0.17%3,917+6.2%
65
DISNEY WALT CO
254687106
COM DISNEY$405K0.15%4,362-2.9%
66
WEINGARTEN RLTY INVS
948741103
SH BEN INT$387K0.14%9,940
67
ABBVIE INC
00287Y109
COM$381K0.14%6,040+0.2%
68
AMERICAN WTR WKS CO INC NEW
030420103
COM$378K0.14%5,049+0.2%
69
VANGUARD INTL EQUITY INDEX F
922042742
TT WRLD ST ETF$363K0.13%5,963
70
ISHARES TR
464287754
U.S. INDS ETF$356K0.13%3,110+0.3%
71
ISHARES TR
464287598
RUS 1000 VAL ETF$352K0.13%3,333-6.0%
72
ISHARES TR
464287465
MSCI EAFE ETF$341K0.13%5,766-1.7%
73
AT&T INC
00206R102
COM$337K0.12%8,310+0.8%
74
GENERAL MLS INC
370334104
COM$331K0.12%5,183+0.1%
75
MERCK & CO INC
58933Y105
COM$320K0.12%5,124+16.6%
76
COSTCO WHSL CORP NEW
22160K105
COM$317K0.12%2,078-0.8%
77
ISHARES TR
464287499
RUS MID-CAP ETF$317K0.12%1,819
78
PROSHARES TR
74347R305
PSHS ULTRA DOW30$302K0.11%4,235+0.1%
79
AMERICAN CAMPUS CMNTYS INC
024835100
COM$292K0.11%5,738
80
WELLS FARGO & CO NEW
949746101
COM$290K0.11%6,542-4.6%
81
ORACLE CORP
68389X105
COM$288K0.11%7,325
82
CHARTER COMMUNICATIONS INC N
16119P108
CL A$284K0.10%1,053-26.8%
83
ISHARES TR
464287614
RUS 1000 GRW ETF$282K0.10%2,705
84
INTERNATIONAL BUSINESS MACHS
459200101
COM$275K0.10%1,730+0.3%
85
SPDR SERIES TRUST
78464A813
S&P 600 SML CAP$274K0.10%2,459
86
PURE STORAGE INC
74624M102
CL A$270K0.10%19,893
87
B & G FOODS INC NEW
05508R106
COM$266K0.10%5,408+0.9%
88
3M CO
88579Y101
COM$262K0.10%1,488-5.6%
89
DUKE ENERGY CORP NEW
26441C204
COM NEW$262K0.10%3,272-29.7%
90
MONDELEZ INTL INC
609207105
CL A$261K0.10%5,943+0.0%
91
HONEYWELL INTL INC
438516106
COM$260K0.10%2,228+0.1%
92
VANGUARD INTL EQUITY INDEX F
922042858
FTSE EMR MKT ETF$255K0.09%6,765-10.0%
93
COCA COLA CO
191216100
COM$251K0.09%5,940+0.0%
94
ISHARES TR
464287184
CHINA LG-CAP ETF$251K0.09%6,600-1.3%
95
VANGUARD INDEX FDS
922908629
MID CAP ETF$249K0.09%1,922
96
SELECT SECTOR SPDR TR
81369Y209
SBI HEALTHCARE$247K0.09%3,429+0.3%
97
VANGUARD INDEX FDS
922908611
SM CP VAL ETF$245K0.09%2,218+0.1%
98
CBS CORP NEW
124857202
CL B$238K0.09%4,350
99
ISHARES TR
464287457
1-3 YR TR BD ETF$230K0.08%2,709-17.8%
100
ISHARES TR
46432F842
CORE MSCI EAFE$229K0.08%4,160-3.9%
101
BECTON DICKINSON & CO
075887109
COM$224K0.08%1,246-2.0%
102
CELGENE CORP
151020104
COM$222K0.08%2,126-22.4%
103
ECOLAB INC
278865100
COM$222K0.08%1,827
104
UNION BANKSHARES CORP NEW
90539J109
COM$221K0.08%8,251
105
PPG INDS INC
693506107
COM$220K0.08%2,129
106
SELECT SECTOR SPDR TR
81369Y886
SBI INT-UTILS$219K0.08%4,470+7.3%
107
WASTE MGMT INC DEL
94106L109
COM$219K0.08%3,432New
108
VANGUARD INDEX FDS
922908736
GROWTH ETF$213K0.08%1,894-9.8%
109
ISHARES TR
464287739
U.S. REAL ES ETF$210K0.08%2,607+0.1%
110
PROLOGIS INC
74340W103
COM$210K0.08%3,929New
111
FLOWERS FOODS INC
343498101
COM$205K0.08%13,567
112
BROOKFIELD INFRAST PARTNERS
G16252101
LP INT UNIT$202K0.07%5,826New
113
MICROVISION INC DEL
594960304
COM NEW$23K0.01%17,000
Total filing value: $271.35M