HoldingsChannel.com
Access Financial Services Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 371,924 -40,933 $26,105
     SCHX371,924-40,933$26,105
DBX ETF TR (DBEF) 259,655 -3,790 $8,208
     DBEF259,655-3,790$8,208
VANGUARD WHITEHALL FDS INC (VYM) 85,073 +6,055 $7,434
     VYM85,073+6,055$7,434
SCHWAB STRATEGIC TR 185,077 -5,829 $5,939
     SCHF185,077-5,829$5,939
SCHWAB STRATEGIC TR 65,326 -2,669 $4,669
     SCHA65,326-2,669$4,669
FIRST TR EXCHANGE TRADED FD (TDIV) 89,720 -145 $3,501
     TDIV89,720-145$3,501
NUVEEN SELECT TAX FREE INCM 181,710 -1,150 $2,777
     NXP181,710-1,150$2,777
PIMCO ETF TR (MINT) 24,885 +1,525 $2,532
     MINT24,885+1,525$2,532
SCHWAB STRATEGIC TR 43,956 -1,935 $2,509
     SCHM43,956-1,935$2,509
ISHARES TR (IVV) 8,477 +928 $2,499
     IVV8,477+928$2,499
PFIZER INC 54,331 +2,625 $2,354
     PFE54,331+2,625$2,354
PROCTER AND GAMBLE CO 20,641 +30 $2,263
     PG20,641+30$2,263
JPMORGAN CHASE & CO 19,008 +2,110 $2,125
     JPM19,008+2,110$2,125
JOHNSON & JOHNSON 14,394 +1,089 $2,005
     JNJ14,394+1,089$2,005
COCA COLA CO 38,452 +376 $1,958
     KO38,452+376$1,958
UNITEDHEALTH GROUP INC 7,951 +6,211 $1,940
     UNH7,951+6,211$1,940
BOEING CO 5,298 +1,513 $1,928
     BA5,298+1,513$1,928
VALERO ENERGY CORP NEW 21,047 +1,376 $1,802
     VLO21,047+1,376$1,802
UNITED PARCEL SERVICE INC 17,217 +1,291 $1,778
     UPS17,217+1,291$1,778
MICROSOFT CORP 13,217 +253 $1,771
     MSFT13,217+253$1,771
COHEN & STEERS TOTAL RETURN 121,034 -1,063 $1,705
     RFI121,034-1,063$1,705
ISHARES TR (OEF) 13,050 -1,700 $1,691
     OEF13,050-1,700$1,691
MEDTRONIC PLC 17,288 +2,799 $1,684
     MDT17,288+2,799$1,684
LOWES COS INC 16,668 -259 $1,682
     LOW16,668-259$1,682
COGENT COMMUNICATIONS HLDGS 27,345 +655 $1,623
     CCOI27,345+655$1,623
BLACKROCK TAX MUNICPAL BD TR 68,171 +22 $1,617
     BBN68,171+22$1,617
SELECT SECTOR SPDR TR (XLV) 17,285 -210 $1,601
     XLV17,285-210$1,601
ABBVIE INC 21,212 +2,242 $1,543
     ABBV21,212+2,242$1,543
AMGEN INC 8,358 +845 $1,540
     AMGN8,358+845$1,540
ISHARES TR (EFA) 22,871 -499 $1,503
     EFA22,871-499$1,503
ALPS ETF TR (AMLP) 145,300 +94,270 $1,431
     AMLP145,300+94,270$1,431
PAYCHEX INC 17,308 -210 $1,424
     PAYX17,308-210$1,424
ISHARES TR (HEFA) 47,050 -1,790 $1,403
     HEFA47,050-1,790$1,403
SELECT SECTOR SPDR TR (XLU) 23,480 UNCH $1,400
     XLU23,480UNCH$1,400
SOUTHERN CO 25,245 -198 $1,396
     SO25,245-198$1,396
VANGUARD BD INDEX FD INC (BND) 14,975 UNCH $1,244
     BND14,975UNCH$1,244
EXXON MOBIL CORP 15,477 -595 $1,186
     XOM15,477-595$1,186
3M CO 6,488 +600 $1,125
     MMM6,488+600$1,125
INTEL CORP 23,397 +1,480 $1,120
     INTC23,397+1,480$1,120
QUALCOMM INC 13,355 -4,770 $1,016
     QCOM13,355-4,770$1,016
ISHARES TR (IWM) 6,505 +1,594 $1,012
     IWM6,505+1,594$1,012
SELECT SECTOR SPDR TR (XLE) 14,486 -190 $923
     XLE14,486-190$923
VANGUARD INDEX FDS (VOO) 3,122 -10,878 $840
     VOO3,122-10,878$840
GENUINE PARTS CO 7,700 +7,700 $798
     GPC7,700+7,700$798
ISHARES TR (TIP) 6,075 UNCH $702
     TIP6,075UNCH$702
INVESCO BD FD 35,700 UNCH $665
     VBF35,700UNCH$665
SPDR SERIES TRUST (SPMD) 18,730 -1,295 $638
     SPMD18,730-1,295$638
SCHWAB STRATEGIC TR 7,536 UNCH $627
     SCHG7,536UNCH$627
APPLE INC 3,089 +537 $611
     AAPL3,089+537$611
SPDR GOLD TRUST (GLD) 4,475 -60 $596
     GLD4,475-60$596

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 06/30/2019: $131,149
At 03/31/2019: $126,899

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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