HoldingsChannel.com
Aurum Wealth Management Group LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 205,239 +83,859 $53,034
     IVV205,239+83,859$53,034
SCHWAB STRATEGIC TR 757,786 +630,351 $39,041
     SCHA757,786+630,351$39,041
ISHARES TR (IEFA) 569,966 +397,742 $28,436
     IEFA569,966+397,742$28,436
VANGUARD INDEX FDS (VB) 138,559 +131,000 $15,995
     VB138,559+131,000$15,995
SPDR SER TR (SPYV) 536,610 +65,277 $13,866
     SPYV536,610+65,277$13,866
VANGUARD TAX MANAGED INTL FD (VEA) 393,885 -422,059 $13,132
     VEA393,885-422,059$13,132
ISHARES INC (IEMG) 310,047 +88,794 $12,548
     IEMG310,047+88,794$12,548
UNITED PARCEL SERVICE INC 101,263 +230 $9,460
     UPS101,263+230$9,460
VANGUARD INTL EQUITY INDEX F (VWO) 201,223 -57,014 $6,751
     VWO201,223-57,014$6,751
VANGUARD SPECIALIZED FUNDS (VIG) 57,995 +3,813 $5,996
     VIG57,995+3,813$5,996
SCHWAB STRATEGIC TR 81,916 +67,222 $5,017
     SCHX81,916+67,222$5,017
VANGUARD INDEX FDS (VUG) 28,801 +1,993 $4,513
     VUG28,801+1,993$4,513
VANGUARD INDEX FDS (VTV) 41,802 +3,773 $3,723
     VTV41,802+3,773$3,723
MICROSOFT CORP 19,091 +10,496 $3,011
     MSFT19,091+10,496$3,011
VANGUARD CHARLOTTE FDS (BNDX) 52,512 +5,700 $2,954
     BNDX52,512+5,700$2,954
ALTRIA GROUP INC 70,302 +1,816 $2,719
     MO70,302+1,816$2,719
VANGUARD BD INDEX FDS (BSV) 31,438 +2,849 $2,584
     BSV31,438+2,849$2,584
VANGUARD SCOTTSDALE FDS (VMBS) 29,953 +2,375 $1,632
     VMBS29,953+2,375$1,632
APPLE INC 6,097 -141 $1,550
     AAPL6,097-141$1,550
SSGA ACTIVE ETF TR (TOTL) 31,414 -4,203 $1,507
     TOTL31,414-4,203$1,507
JOHNSON & JOHNSON 10,801 -1,374 $1,416
     JNJ10,801-1,374$1,416
VANGUARD BD INDEX FDS (BLV) 12,650 +1,241 $1,350
     BLV12,650+1,241$1,350
VANGUARD BD INDEX FDS (BIV) 15,099 +1,462 $1,349
     BIV15,099+1,462$1,349
FIDELITY NATL INFORMATION SV 8,712 -967 $1,060
     FIS8,712-967$1,060
VANGUARD BD INDEX FDS (BND) 11,465 -5,288 $979
     BND11,465-5,288$979
ISHARES TR (AGG) 8,166 +902 $942
     AGG8,166+902$942
PIMCO ETF TR (MINT) 8,598 -2,649 $851
     MINT8,598-2,649$851
AMAZON COM INC 432 +74 $842
     AMZN432+74$842
AT&T INC 27,955 -314 $815
     T27,955-314$815
VANGUARD WORLD FD (MGC) 7,976 +1,415 $725
     MGC7,976+1,415$725
JPMORGAN CHASE & CO 7,513 +524 $676
     JPM7,513+524$676
PROGRESSIVE CORP OHIO 9,028 -12 $667
     PGR9,028-12$667
BERKSHIRE HATHAWAY INC DEL      $660
     BRK.B3,611+197$660
SPDR SER TR (BIL) 6,847 -34 $627
     BIL6,847-34$627
3M CO 4,010 +56 $547
     MMM4,010+56$547
PFIZER INC 16,053 -892 $524
     PFE16,053-892$524
PHILIP MORRIS INTL INC 7,061 +137 $515
     PM7,061+137$515
VANGUARD INDEX FDS (VTI) 3,908 +253 $504
     VTI3,908+253$504
DOUBLELINE INCOME SOLUTIONS 34,320 +12,353 $458
     DSL34,320+12,353$458
VANGUARD INDEX FDS (VNQ) 6,545 +478 $457
     VNQ6,545+478$457
EXXON MOBIL CORP 11,447 +2,985 $435
     XOM11,447+2,985$435
BK OF AMERICA CORP 20,026 +2,741 $425
     BAC20,026+2,741$425
LOCKHEED MARTIN CORP 1,250 UNCH $424
     LMT1,250UNCH$424
ALPHABET INC 360 +5 $418
     GOOGL360+5$418
VANGUARD INDEX FDS (VO) 3,158 +430 $416
     VO3,158+430$416
DISNEY WALT CO 4,178 +464 $404
     DIS4,178+464$404
PROCTER & GAMBLE CO 3,666 +116 $403
     PG3,666+116$403
CHEVRON CORP NEW 5,503 -367 $399
     CVX5,503-367$399
VERIZON COMMUNICATIONS INC 7,364 +470 $396
     VZ7,364+470$396
NEXTERA ENERGY INC 1,530 +23 $368
     NEE1,530+23$368

See Full List: All Stocks Held By Aurum Wealth Management Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Aurum Wealth Management Group LLC

Size ($ in 1000's)
At 03/31/2020: $258,232
At 12/31/2019: $266,864

Aurum Wealth Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Aurum Wealth Management Group LLC 13F filings. Link to 13F filings: SEC filings

Aurum Wealth Management Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.