HoldingsChannel.com
Access Financial Services Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
PIMCO ETF TR (LDUR) 195,550 +57,347 $19,359
     LDUR195,550+57,347$19,359
VANGUARD SCOTTSDALE FDS (VCSH) 196,546 +117,962 $15,547
     VCSH196,546+117,962$15,547
SCHWAB STRATEGIC TR 214,705 -119,358 $13,151
     SCHX214,705-119,358$13,151
ISHARES TR (MTUM) 65,539 -22,194 $6,979
     MTUM65,539-22,194$6,979
ISHARES TR (USMV) 107,710 -40,166 $5,817
     USMV107,710-40,166$5,817
VANGUARD WHITEHALL FDS (VYM) 66,758 -14,627 $4,723
     VYM66,758-14,627$4,723
SCHWAB STRATEGIC TR 132,241 -26,917 $3,417
     SCHF132,241-26,917$3,417
AMAZON COM INC 1,476 +1,326 $2,878
     AMZN1,476+1,326$2,878
NUVEEN SELECT TAX FREE INCOM 177,835 -3,525 $2,662
     NXP177,835-3,525$2,662
COGENT COMMUNICATIONS HLDGS 26,919 -1,368 $2,207
     CCOI26,919-1,368$2,207
PROCTER & GAMBLE CO 19,321 -863 $2,125
     PG19,321-863$2,125
FIRST TR EXCHANGE TRADED FD (TDIV) 51,603 -36,823 $1,826
     TDIV51,603-36,823$1,826
MICROSOFT CORP 11,447 -1,312 $1,805
     MSFT11,447-1,312$1,805
JOHNSON & JOHNSON 13,753 -387 $1,803
     JNJ13,753-387$1,803
PFIZER INC 54,228 -672 $1,770
     PFE54,228-672$1,770
AMGEN INC 8,417 -122 $1,706
     AMGN8,417-122$1,706
COCA COLA CO 38,151 -18 $1,688
     KO38,151-18$1,688
ISHARES TR (OEF) 13,460 UNCH $1,597
     OEF13,460UNCH$1,597
VANGUARD BD INDEX FDS (BND) 18,647 +1,182 $1,592
     BND18,647+1,182$1,592
BLACKROCK TAX MUNICPAL BD TR 70,111 -2,005 $1,528
     BBN70,111-2,005$1,528
JPMORGAN CHASE & CO 16,666 -2,287 $1,500
     JPM16,666-2,287$1,500
MEDTRONIC PLC 16,553 -411 $1,493
     MDT16,553-411$1,493
CROWN CASTLE INTL CORP NEW 9,638 +3,193 $1,392
     CCI9,638+3,193$1,392
LOWES COS INC 15,833 -691 $1,362
     LOW15,833-691$1,362
SOUTHERN CO 23,599 -1,584 $1,278
     SO23,599-1,584$1,278
SELECT SECTOR SPDR TR (XLU) 22,180 -1,300 $1,229
     XLU22,180-1,300$1,229
ABBVIE INC 15,578 +229 $1,187
     ABBV15,578+229$1,187
INTEL CORP 21,533 -1,939 $1,165
     INTC21,533-1,939$1,165
J P MORGAN EXCHANGE TRADED F (JPST) 23,423 -3,845 $1,163
     JPST23,423-3,845$1,163
VALERO ENERGY CORP 25,604 +3,820 $1,161
     VLO25,604+3,820$1,161
COHEN & STEERS TOTAL RETURN 104,887 -16,169 $1,060
     RFI104,887-16,169$1,060
PAYCHEX INC 16,724 -354 $1,052
     PAYX16,724-354$1,052
UNITED PARCEL SERVICE INC 10,072 -3,506 $941
     UPS10,072-3,506$941
PIMCO ETF TR (MINT) 9,318 -5,652 $922
     MINT9,318-5,652$922
SELECT SECTOR SPDR TR (XLV) 10,236 -7,689 $907
     XLV10,236-7,689$907
CORESITE RLTY CORP 7,639 +7,639 $885
     COR7,639+7,639$885
QUALCOMM INC 12,961 -383 $877
     QCOM12,961-383$877
ISHARES TR (EFA) 15,259 -4,580 $816
     EFA15,259-4,580$816
BOEING CO 5,076 -258 $757
     BA5,076-258$757
SPDR GOLD TRUST (GLD) 4,475 UNCH $663
     GLD4,475UNCH$663
APPLE INC 2,509 +57 $638
     AAPL2,509+57$638
SCHWAB STRATEGIC TR 11,594 -12,580 $597
     SCHA11,594-12,580$597
INVESCO BD FD 33,545 -880 $594
     VBF33,545-880$594
XCEL ENERGY INC 8,982 -3,164 $542
     XEL8,982-3,164$542
SCHWAB STRATEGIC TR 6,511 -1,275 $519
     SCHG6,511-1,275$519
SANTANDER CONSUMER USA HDG I 36,647 +222 $510
     SC36,647+222$510
DBX ETF TR (DBEF) 18,354 -210,318 $492
     DBEF18,354-210,318$492
ONEOK INC NEW 22,129 +6,916 $483
     OKE22,129+6,916$483
ISHARES TR (TIP) 3,930 UNCH $463
     TIP3,930UNCH$463
CYRUSONE INC 7,126 +7,126 $440
     CONE7,126+7,126$440

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 03/31/2020: $125,499
At 12/31/2019: $172,622

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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