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

Q4 2016

Period Dec 31, 2016Filed Feb 10, 2017View on EDGAR ↗
Positions
109
Total value
$264.4M
Top 10 concentration
43.8%
New positions
6

Exited positionsvs. Q3 2016

  • SPROUTS FMRS MKT INC ($6.03M)
  • VANGUARD WORLD FDS ($1.15M)
  • PROSHARES TR ($302K)
  • VANGUARD INDEX FDS ($249K)
  • CBS CORP NEW ($238K)
  • ISHARES TR ($230K)
  • ISHARES TR ($229K)
  • ECOLAB INC ($222K)

Holdings · 109

#Class
1
VANGUARD TAX MANAGED INTL FD
921943858
FTSE DEV MKT ETF$32.43M12.26%887,469+44.2%
2
ISHARES TR
464287226
CORE US AGGBD ET$15.54M5.88%143,833+41.1%
3
EXPRESS SCRIPTS HLDG CO
30219G108
COM$9.99M3.78%145,158-3.9%
4
APPLE INC
037833100
COM$9.15M3.46%79,011-3.0%
5
MCCORMICK & CO INC
579780107
COM VTG$8.63M3.26%92,692
6
AMERICAN EXPRESS CO
025816109
COM$8.33M3.15%112,478-2.3%
7
EXXON MOBIL CORP
30231G102
COM$8.14M3.08%90,182-3.7%
8
MICROSOFT CORP
594918104
COM$8.12M3.07%130,617-3.4%
9
GENERAL ELECTRIC CO
369604103
COM$7.79M2.95%246,486-2.7%
10
KRAFT HEINZ CO
500754106
COM$7.61M2.88%87,200-3.2%
11
PEPSICO INC
713448108
COM$7.29M2.76%69,695-3.6%
12
M & T BK CORP
55261F104
COM$7.05M2.67%45,070-3.8%
13
MCCORMICK & CO INC
579780206
COM NON VTG$6.91M2.61%73,982-2.8%
14
SMUCKER J M CO
832696405
COM NEW$6.74M2.55%52,661-4.1%
15
UNITED THERAPEUTICS CORP DEL
91307C102
COM$6.55M2.48%45,642-5.0%
16
V F CORP
918204108
COM$6.3M2.38%118,048-3.6%
17
PROCTER AND GAMBLE CO
742718109
COM$6M2.27%71,359-2.2%
18
DEVON ENERGY CORP NEW
25179M103
COM$5.53M2.09%121,175New
19
MEDNAX INC
58502B106
COM$4.92M1.86%73,799-1.7%
20
QUALCOMM INC
747525103
COM$4.69M1.77%71,925-1.4%
21
ABBOTT LABS
002824100
COM$4.64M1.76%120,853-5.5%
22
CERNER CORP
156782104
COM$4.63M1.75%97,833New
23
MASTERCARD INCORPORATED
57636Q104
CL A$4.61M1.74%44,657-4.3%
24
CENTENE CORP DEL
15135B101
COM$3.84M1.45%68,000-35.6%
25
CHIPOTLE MEXICAN GRILL INC
169656105
COM$3.7M1.40%9,808-27.0%
26
ALPHABET INC
02079K305
CAP STK CL A$3.57M1.35%4,506-6.0%
27
ALPHABET INC
02079K107
CAP STK CL C$3.48M1.31%4,504+3.4%
28
PRICE T ROWE GROUP INC
74144T108
COM$3.46M1.31%45,980-12.0%
29
UNDER ARMOUR INC
904311107
CL A$2.99M1.13%102,765-1.6%
30
EAGLE BANCORP INC MD
268948106
COM$2.9M1.10%47,621
31
UNDER ARMOUR INC
904311206
CL C$2.59M0.98%102,785+4.1%
32
JOHNSON & JOHNSON
478160104
COM$2.39M0.90%20,742+23.4%
33
VANGUARD SPECIALIZED PORTFOL
921908844
DIV APP ETF$2.21M0.83%25,903-23.7%
34
WELLTOWER INC
95040Q104
COM$2.18M0.82%32,516-0.3%
35
WASHINGTON REAL ESTATE INVT
939653101
SH BEN INT$1.68M0.63%51,259
36
ISHARES TR
464287200
CORE S&P500 ETF$1.61M0.61%7,136+1.2%
37
HCP INC
40414L109
COM$1.52M0.58%51,281-1.1%
38
TIME WARNER INC
887317303
COM NEW$1.47M0.56%15,241-1.4%
39
SPDR S&P 500 ETF TR
78462F103
TR UNIT$1.44M0.54%6,421+0.1%
40
POWERSHARES QQQ TRUST
73935A104
UNIT SER 1$1.42M0.54%11,972-7.9%
41
BERKSHIRE HATHAWAY INC DEL
084670702
CL B NEW$1.35M0.51%8,308-2.4%
42
SPDR DOW JONES INDL AVRG ETF
78467X109
UT SER 1$1.23M0.47%6,250-6.7%
43
PFIZER INC
717081103
COM$1.11M0.42%34,169+0.7%
44
HEALTHCARE TR AMER INC
42225P501
CL A NEW$1.09M0.41%37,458-1.3%
45
MARRIOTT INTL INC NEW
571903202
CL A$980K0.37%11,850
46
ADOBE SYS INC
00724F101
COM$941K0.36%9,142
47
OMEGA HEALTHCARE INVS INC
681936100
COM$889K0.34%28,450+1.1%
48
VENTAS INC
92276F100
COM$864K0.33%13,817+8.2%
49
CVS HEALTH CORP
126650100
COM$772K0.29%9,784-3.5%
50
CHEVRON CORP NEW
166764100
COM$730K0.28%6,204+5.2%
51
CORPORATE OFFICE PPTYS TR
22002T108
SH BEN INT$714K0.27%22,865
52
ISHARES TR
464287465
MSCI EAFE ETF$654K0.25%11,334+96.6%
53
WISDOMTREE TR
97717W851
JAPN HEDGE EQT$650K0.25%13,129-95.8%
54
COLGATE PALMOLIVE CO
194162103
COM$642K0.24%9,816+0.1%
55
NEXTERA ENERGY INC
65339F101
COM$632K0.24%5,293
56
WEYERHAEUSER CO
962166104
COM$565K0.21%18,764-1.3%
57
VERIZON COMMUNICATIONS INC
92343V104
COM$562K0.21%10,537-28.6%
58
DOMINION RES INC VA NEW
25746U109
COM$553K0.21%7,226
59
JPMORGAN CHASE & CO
46625H365
ALERIAN ML ETN$549K0.21%17,382New
60
DANAHER CORP DEL
235851102
COM$524K0.20%6,736
61
AMAZON COM INC
023135106
COM$493K0.19%657+8.2%
62
VANGUARD WORLD FDS
92204A702
INF TECH ETF$486K0.18%4,000
63
MCDONALDS CORP
580135101
COM$480K0.18%3,942+0.6%
64
ISHARES TR
464288687
U.S. PFD STK ETF$449K0.17%12,056-25.2%
65
CARDINAL HEALTH INC
14149Y108
COM$438K0.17%6,087
66
DISNEY WALT CO
254687106
COM DISNEY$411K0.16%3,943-9.6%
67
VANGUARD INTL EQUITY INDEX F
922042742
TT WRLD ST ETF$395K0.15%6,468+8.5%
68
ABBVIE INC
00287Y109
COM$381K0.14%6,081+0.7%
69
ISHARES TR
464287754
U.S. INDS ETF$372K0.14%3,089-0.7%
70
AMERICAN WTR WKS CO INC NEW
030420103
COM$366K0.14%5,060+0.2%
71
ISHARES TR
464287598
RUS 1000 VAL ETF$365K0.14%3,254-2.4%
72
VANGUARD BD INDEX FD INC
921937835
TOTAL BND MRKT$362K0.14%4,478New
73
WEINGARTEN RLTY INVS
948741103
SH BEN INT$353K0.13%9,865-0.8%
74
AT&T INC
00206R102
COM$346K0.13%8,133-2.1%
75
WELLS FARGO & CO NEW
949746101
COM$330K0.12%5,994-8.4%
76
MERCK & CO INC
58933Y105
COM$326K0.12%5,530+7.9%
77
GENERAL MLS INC
370334104
COM$321K0.12%5,191+0.2%
78
ISHARES TR
464287556
NASDQ BIOTEC ETF$319K0.12%1,201-32.4%
79
INTERNATIONAL BUSINESS MACHS
459200101
COM$305K0.12%1,835+6.1%
80
CHARTER COMMUNICATIONS INC N
16119P108
CL A$303K0.11%1,053
81
UNION BANKSHARES CORP NEW
90539J109
COM$295K0.11%8,251
82
WASTE MGMT INC DEL
94106L109
COM$295K0.11%4,154+21.0%
83
AMERICAN CAMPUS CMNTYS INC
024835100
COM$286K0.11%5,738
84
ISHARES TR
464287499
RUS MID-CAP ETF$283K0.11%1,584-12.9%
85
FLOWERS FOODS INC
343498101
COM$271K0.10%13,567
86
3M CO
88579Y101
COM$267K0.10%1,497+0.6%
87
COCA COLA CO
191216100
COM$267K0.10%6,439+8.4%
88
VANGUARD INDEX FDS
922908611
SM CP VAL ETF$267K0.10%2,207-0.5%
89
HONEYWELL INTL INC
438516106
COM$265K0.10%2,285+2.6%
90
ISHARES TR
464287614
RUS 1000 GRW ETF$262K0.10%2,500-7.6%
91
COSTCO WHSL CORP NEW
22160K105
COM$250K0.09%1,564-24.7%
92
MONDELEZ INTL INC
609207105
CL A$250K0.09%5,643-5.0%
93
SPDR SERIES TRUST
78464A813
S&P 600 SML CAP$249K0.09%2,061-16.2%
94
VANGUARD INTL EQUITY INDEX F
922042858
FTSE EMR MKT ETF$247K0.09%6,904+2.1%
95
CELGENE CORP
151020104
COM$246K0.09%2,126
96
B & G FOODS INC NEW
05508R106
COM$239K0.09%5,454+0.9%
97
SELECT SECTOR SPDR TR
81369Y209
SBI HEALTHCARE$237K0.09%3,440+0.3%
98
ISHARES TR
464287184
CHINA LG-CAP ETF$229K0.09%6,600
99
PURE STORAGE INC
74624M102
CL A$225K0.09%19,893
100
VANGUARD INDEX FDS
922908736
GROWTH ETF$212K0.08%1,900+0.3%
101
ORACLE CORP
68389X105
COM$211K0.08%5,498-24.9%
102
DUKE ENERGY CORP NEW
26441C204
COM NEW$207K0.08%2,672-18.3%
103
PROLOGIS INC
74340W103
COM$207K0.08%3,929
104
BECTON DICKINSON & CO
075887109
COM$206K0.08%1,246
105
SELECT SECTOR SPDR TR
81369Y886
SBI INT-UTILS$206K0.08%4,251-4.9%
106
CATERPILLAR INC DEL
149123101
COM$205K0.08%2,206New
107
PPG INDS INC
693506107
COM$202K0.08%2,129
108
QUALITY CARE PPTYS INC
747545101
COM$161K0.06%10,418New
109
MICROVISION INC DEL
594960304
COM NEW$21K0.01%17,000
Total filing value: $264.4M