HoldingsChannel.com
Access Financial Services Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 334,063 -5,684 $25,659
     SCHX334,063-5,684$25,659
PIMCO ETF TR (LDUR) 138,203 +130,236 $13,793
     LDUR138,203+130,236$13,793
ISHARES TR (MTUM) 87,733 +2,666 $11,016
     MTUM87,733+2,666$11,016
ISHARES TR (USMV) 147,876 +6,173 $9,701
     USMV147,876+6,173$9,701
DBX ETF TR (DBEF) 228,672 -166 $7,725
     DBEF228,672-166$7,725
VANGUARD WHITEHALL FDS INC (VYM) 81,385 -1,703 $7,627
     VYM81,385-1,703$7,627
VANGUARD SCOTTSDALE FDS (VCSH) 78,584 +78,584 $6,368
     VCSH78,584+78,584$6,368
SCHWAB STRATEGIC TR 159,158 -1,295 $5,352
     SCHF159,158-1,295$5,352
FIRST TR EXCHANGE TRADED FD (TDIV) 88,426 -994 $3,813
     TDIV88,426-994$3,813
NUVEEN SELECT TAX FREE INCM 181,360 UNCH $2,978
     NXP181,360UNCH$2,978
JPMORGAN CHASE & CO 18,953 -145 $2,642
     JPM18,953-145$2,642
PROCTER & GAMBLE CO 20,184 -358 $2,521
     PG20,184-358$2,521
ISHARES TR (IVV) 7,054 -1,298 $2,280
     IVV7,054-1,298$2,280
UNITEDHEALTH GROUP INC 7,519 -107 $2,210
     UNH7,519-107$2,210
PFIZER INC 54,900 +172 $2,151
     PFE54,900+172$2,151
COCA COLA CO 38,169 -285 $2,113
     KO38,169-285$2,113
JOHNSON & JOHNSON 14,140 -345 $2,063
     JNJ14,140-345$2,063
AMGEN INC 8,539 -24 $2,058
     AMGN8,539-24$2,058
VALERO ENERGY CORP NEW 21,784 +257 $2,040
     VLO21,784+257$2,040
MICROSOFT CORP 12,759 -408 $2,012
     MSFT12,759-408$2,012
LOWES COS INC 16,524 -120 $1,979
     LOW16,524-120$1,979
ISHARES TR (OEF) 13,460 UNCH $1,939
     OEF13,460UNCH$1,939
MEDTRONIC PLC 16,964 -38 $1,925
     MDT16,964-38$1,925
COGENT COMMUNICATIONS HLDGS 28,287 -78 $1,862
     CCOI28,287-78$1,862
SCHWAB STRATEGIC TR 24,174 -1,064 $1,829
     SCHA24,174-1,064$1,829
SELECT SECTOR SPDR TR (XLV) 17,925 +62 $1,826
     XLV17,925+62$1,826
BLACKROCK TAX MUNICPAL BD TR 72,116 +4,330 $1,755
     BBN72,116+4,330$1,755
COHEN & STEERS TOTAL RETURN 121,056 +11 $1,753
     RFI121,056+11$1,753
MCDONALDS CORP 8,855 +8,855 $1,750
     MCD8,855+8,855$1,750
BOEING CO 5,334 -43 $1,738
     BA5,334-43$1,738
SOUTHERN CO 25,183 -63 $1,604
     SO25,183-63$1,604
UNITED PARCEL SERVICE INC 13,578 -81 $1,589
     UPS13,578-81$1,589
HEXCEL CORP NEW 21,611 +21,611 $1,584
     HXL21,611+21,611$1,584
DARDEN RESTAURANTS INC 14,320 +14,320 $1,561
     DRI14,320+14,320$1,561
PIMCO ETF TR (MINT) 14,970 -8,605 $1,521
     MINT14,970-8,605$1,521
SELECT SECTOR SPDR TR (XLU) 23,480 UNCH $1,517
     XLU23,480UNCH$1,517
VANGUARD BD INDEX FD INC (BND) 17,465 UNCH $1,465
     BND17,465UNCH$1,465
PAYCHEX INC 17,078 -60 $1,453
     PAYX17,078-60$1,453
INTEL CORP 23,472 +250 $1,405
     INTC23,472+250$1,405
ISHARES TR (EFA) 19,839 -1,754 $1,378
     EFA19,839-1,754$1,378
JP MORGAN EXCHANGE TRADED FD (JPST) 27,268 +13,423 $1,375
     JPST27,268+13,423$1,375
ABBVIE INC 15,349 +16 $1,359
     ABBV15,349+16$1,359
ISHARES TR (HEFA) 44,296 -175 $1,352
     HEFA44,296-175$1,352
SELECT SECTOR SPDR TR (XLP) 20,784 +598 $1,309
     XLP20,784+598$1,309
SELECT SECTOR SPDR TR (XLY) 9,791 +236 $1,228
     XLY9,791+236$1,228
QUALCOMM INC 13,344 +19 $1,177
     QCOM13,344+19$1,177
ONEOK INC NEW 15,213 +15,213 $1,151
     OKE15,213+15,213$1,151
CROWN CASTLE INTL CORP NEW 6,445 +6,445 $916
     CCI6,445+6,445$916
SANTANDER CONSUMER USA HDG I 36,425 +36,425 $851
     SC36,425+36,425$851
XCEL ENERGY INC 12,146 +2,762 $771
     XEL12,146+2,762$771

See Full List: All Stocks Held By Access Financial Services Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Access Financial Services Inc.

Size ($ in 1000's)
At 12/31/2019: $172,622
At 09/30/2019: $140,459

Access Financial Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Access Financial Services Inc. 13F filings. Link to 13F filings: SEC filings

Access Financial Services Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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