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

Q2 2017

Period Jun 30, 2017Filed Aug 3, 2017View on EDGAR ↗
Positions
117
Total value
$300M
Top 10 concentration
45.0%
New positions
13

Exited positionsvs. Q1 2017

  • WEINGARTEN RLTY INVS ($329K)
  • KRAFT HEINZ CO ($279K)
  • ACCESS NATL CORP ($210K)

Holdings · 117

#Class
1
VANGUARD TAX MANAGED INTL FD
921943858
FTSE DEV MKT ETF$40.7M13.57%985,067+7.0%
2
ISHARES TR
464287226
CORE US AGGBD ET$21.87M7.29%199,666+1.8%
3
APPLE INC
037833100
COM$11.92M3.97%82,756+5.5%
4
AMERICAN EXPRESS CO
025816109
COM$9.87M3.29%117,177+4.4%
5
MICROSOFT CORP
594918104
COM$9.84M3.28%142,735+9.4%
6
MCCORMICK & CO INC
579780107
COM VTG$9.05M3.02%92,692
7
PEPSICO INC
713448108
COM$8.74M2.91%75,664+9.3%
8
M & T BK CORP
55261F104
COM$8.01M2.67%49,449+9.7%
9
MCCORMICK & CO INC
579780206
COM NON VTG$7.63M2.54%78,280+6.9%
10
CERNER CORP
156782104
COM$7.51M2.50%112,901+4.3%
11
BOEING CO
097023105
COM$7.41M2.47%37,455+36.1%
12
V F CORP
918204108
COM$7.26M2.42%126,040+7.1%
13
EXXON MOBIL CORP
30231G102
COM$7.11M2.37%88,064+8.7%
14
PROCTER AND GAMBLE CO
742718109
COM$7.1M2.37%81,514+15.9%
15
GENERAL ELECTRIC CO
369604103
COM$6.92M2.31%256,096+5.0%
16
SMUCKER J M CO
832696405
COM NEW$6.79M2.26%57,384+8.9%
17
ABBOTT LABS
002824100
COM$6.7M2.23%137,724+13.0%
18
CENTENE CORP DEL
15135B101
COM$6.61M2.20%82,757+8.5%
19
UNITED THERAPEUTICS CORP DEL
91307C102
COM$6.28M2.09%48,418+6.7%
20
MASTERCARD INCORPORATED
57636Q104
CL A$5.93M1.98%48,859+10.4%
21
QUALCOMM INC
747525103
COM$5.42M1.81%98,200+14.2%
22
EXPRESS SCRIPTS HLDG CO
30219G108
COM$5.02M1.67%78,696-28.8%
23
MEDNAX INC
58502B106
COM$4.67M1.56%77,326+5.2%
24
ALPHABET INC
02079K107
CAP STK CL C$4.44M1.48%4,886+6.9%
25
UNDER ARMOUR INC
904311206
CL C$4.43M1.48%219,883+107.2%
26
ALPHABET INC
02079K305
CAP STK CL A$4.43M1.48%4,762+7.7%
27
DEVON ENERGY CORP NEW
25179M103
COM$4.4M1.47%137,603+10.5%
28
CHIPOTLE MEXICAN GRILL INC
169656105
COM$4.18M1.39%10,056+4.8%
29
DISCOVER FINL SVCS
254709108
COM$3.5M1.17%56,250+30.9%
30
JOHNSON & JOHNSON
478160104
COM$2.96M0.99%22,347+9.9%
31
UNDER ARMOUR INC
904311107
CL A$2.54M0.85%116,521+8.9%
32
WELLTOWER INC
95040Q104
COM$2.52M0.84%33,672+4.4%
33
VANGUARD SPECIALIZED PORTFOL
921908844
DIV APP ETF$2.36M0.79%25,492+2.6%
34
HCP INC
40414L109
COM$1.68M0.56%52,693+1.1%
35
ISHARES TR
464287200
CORE S&P500 ETF$1.67M0.56%6,877-2.5%
36
POWERSHARES QQQ TRUST
73935A104
UNIT SER 1$1.64M0.55%11,902-0.6%
37
WASHINGTON REAL ESTATE INVT
939653101
SH BEN INT$1.63M0.54%51,159
38
EAGLE BANCORP INC MD
268948106
COM$1.54M0.51%24,339
39
BERKSHIRE HATHAWAY INC DEL
084670702
CL B NEW$1.53M0.51%9,050+9.8%
40
TIME WARNER INC
887317303
COM NEW$1.53M0.51%15,241
41
SPDR S&P 500 ETF TR
78462F103
TR UNIT$1.52M0.51%6,299
42
SPDR DOW JONES INDL AVRG ETF
78467X109
UT SER 1$1.34M0.45%6,295+0.2%
43
PFIZER INC
717081103
COM$1.26M0.42%37,363+10.6%
44
HEALTHCARE TR AMER INC
42225P501
CL A NEW$1.16M0.39%37,158-0.8%
45
MARRIOTT INTL INC NEW
571903202
CL A$1.09M0.36%10,888-7.3%
46
ADOBE SYS INC
00724F101
COM$1.04M0.35%7,359+0.8%
47
VENTAS INC
92276F100
COM$999K0.33%14,380+2.6%
48
OMEGA HEALTHCARE INVS INC
681936100
COM$953K0.32%28,850
49
CORPORATE OFFICE PPTYS TR
22002T108
SH BEN INT$794K0.26%22,665-0.9%
50
NEXTERA ENERGY INC
65339F101
COM$765K0.26%5,456+3.1%
51
AMAZON COM INC
023135106
COM$743K0.25%768+16.4%
52
CVS HEALTH CORP
126650100
COM$743K0.25%9,237+3.7%
53
COLGATE PALMOLIVE CO
194162103
COM$684K0.23%9,224+1.6%
54
MCDONALDS CORP
580135101
COM$683K0.23%4,457+7.7%
55
CHEVRON CORP NEW
166764100
COM$682K0.23%6,536+8.5%
56
WEYERHAEUSER CO
962166104
COM$621K0.21%18,549+2.4%
57
ORACLE CORP
68389X105
COM$591K0.20%11,788+118.4%
58
VANGUARD WORLD FDS
92204A702
INF TECH ETF$563K0.19%4,000
59
DANAHER CORP DEL
235851102
COM$535K0.18%6,336+17.1%
60
DOMINION ENERGY INC
25746U109
COM$535K0.18%6,987+11.3%
61
VERIZON COMMUNICATIONS INC
92343V104
COM$500K0.17%11,198+36.7%
62
JPMORGAN CHASE & CO
46625H365
ALERIAN ML ETN$486K0.16%16,359-5.9%
63
DISNEY WALT CO
254687106
COM DISNEY$473K0.16%4,450+12.1%
64
CARDINAL HEALTH INC
14149Y108
COM$464K0.15%5,960-1.7%
65
VANGUARD INTL EQUITY INDEX F
922042742
TT WRLD ST ETF$453K0.15%6,703
66
COCA COLA CO
191216100
COM$446K0.15%9,947+41.2%
67
ABBVIE INC
00287Y109
COM$433K0.14%5,976+8.6%
68
HONEYWELL INTL INC
438516106
COM$427K0.14%3,206+39.9%
69
AT&T INC
00206R102
COM$421K0.14%11,150+26.0%
70
MERCK & CO INC
58933Y105
COM$417K0.14%6,506+18.9%
71
3M CO
88579Y101
COM$415K0.14%1,992+25.4%
72
WELLS FARGO CO NEW
949746101
COM$411K0.14%7,421+23.8%
73
VANGUARD BD INDEX FD INC
921937835
TOTAL BND MRKT$396K0.13%4,838+8.0%
74
ISHARES TR
464287754
U.S. INDS ETF$390K0.13%2,967-2.1%
75
ISHARES TR
464287556
NASDQ BIOTEC ETF$373K0.12%1,202
76
PRICE T ROWE GROUP INC
74144T108
COM$370K0.12%4,990-11.9%
77
CHARTER COMMUNICATIONS INC N
16119P108
CL A$355K0.12%1,053
78
ISHARES TR
464287465
MSCI EAFE ETF$324K0.11%4,975+0.4%
79
MONDELEZ INTL INC
609207105
CL A$308K0.10%7,125+23.4%
80
MEDTRONIC PLC
G5960L103
SHS$301K0.10%3,387New
81
AMERICAN WTR WKS CO INC NEW
030420103
COM$299K0.10%3,840-2.4%
82
ISHARES TR
464287499
RUS MID CAP ETF$297K0.10%1,546-2.4%
83
WASTE MGMT INC DEL
94106L109
COM$296K0.10%4,032+0.5%
84
PPG INDS INC
693506107
COM$294K0.10%2,677+27.4%
85
GENERAL MLS INC
370334104
COM$286K0.10%5,164+4.4%
86
SPDR SERIES TRUST
78464A813
S&P 600 SML CAP$284K0.09%2,305+5.7%
87
AMERICAN TOWER CORP NEW
03027X100
COM$281K0.09%2,126New
88
COSTCO WHSL CORP NEW
22160K105
COM$281K0.09%1,754+20.6%
89
CELGENE CORP
151020104
COM$279K0.09%2,148+0.1%
90
AMERICAN CAMPUS CMNTYS INC
024835100
COM$275K0.09%5,813+1.3%
91
VANGUARD INDEX FDS
922908736
GROWTH ETF$275K0.09%2,168+12.9%
92
SELECT SECTOR SPDR TR
81369Y209
SBI HEALTHCARE$274K0.09%3,458+0.3%
93
CISCO SYS INC
17275R102
COM$273K0.09%8,724New
94
VANGUARD INDEX FDS
922908611
SM CP VAL ETF$271K0.09%2,207
95
JPMORGAN CHASE & CO
46625H100
COM$269K0.09%2,945New
96
WAL-MART STORES INC
931142103
COM$269K0.09%3,550New
97
DUKE ENERGY CORP NEW
26441C204
COM NEW$267K0.09%3,193+19.5%
98
ISHARES TR
464287614
RUS 1000 GRW ETF$263K0.09%2,211-5.5%
99
ISHARES TR
464287184
CHINA LG-CAP ETF$262K0.09%6,600
100
BROOKFIELD ASSET MGMT INC
112585104
CL A LTD VT SH$261K0.09%6,664New
101
ISHARES TR
464287598
RUS 1000 VAL ETF$257K0.09%2,209-28.5%
102
PURE STORAGE INC
74624M102
CL A$255K0.09%19,893
103
PHILIP MORRIS INTL INC
718172109
COM$250K0.08%2,128New
104
CATERPILLAR INC DEL
149123101
COM$245K0.08%2,278
105
VANGUARD INTL EQUITY INDEX F
922042858
FTSE EMR MKT ETF$244K0.08%5,985
106
FLOWERS FOODS INC
343498101
COM$235K0.08%13,567
107
BECTON DICKINSON & CO
075887109
COM$229K0.08%1,176New
108
INTERNATIONAL BUSINESS MACHS
459200101
COM$219K0.07%1,426-3.5%
109
CBS CORP NEW
124857202
CL B$218K0.07%3,421+12.3%
110
VANGUARD INDEX FDS
922908769
TOTAL STK MKT$215K0.07%1,726
111
DENTSPLY SIRONA INC
24906P109
COM$214K0.07%3,297New
112
WESTROCK CO
96145D105
COM$209K0.07%3,681New
113
CITIGROUP INC
172967424
COM NEW$205K0.07%3,059New
114
MOHAWK INDS INC
608190104
COM$203K0.07%840New
115
UNION BANKSHARES CORP NEW
90539J109
COM$202K0.07%5,951-27.9%
116
COMCAST CORP NEW
20030N101
CL A$201K0.07%5,169New
117
MICROVISION INC DEL
594960304
COM NEW$36K0.01%17,000
Total filing value: $300M