HoldingsChannel.com
Aurum Wealth Management Group LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 121,380 +121,380 $39,235
     IVV121,380+121,380$39,235
VANGUARD TAX MANAGED INTL FD (VEA) 815,944 +815,944 $35,950
     VEA815,944+815,944$35,950
SPDR SERIES TRUST (SPMD) 803,046 +803,046 $29,094
     SPMD803,046+803,046$29,094
VANECK VECTORS ETF TRUST (XMPT) 632,442 +632,442 $17,430
     XMPT632,442+632,442$17,430
SPDR SERIES TRUST (SPYV) 471,333 +471,333 $16,454
     SPYV471,333+471,333$16,454
ISHARES INC (IEMG) 221,253 +221,253 $11,895
     IEMG221,253+221,253$11,895
UNITED PARCEL SERVICE INC 101,033 +101,033 $11,827
     UPS101,033+101,033$11,827
VANGUARD INTL EQUITY INDEX F (VWO) 258,237 +258,237 $11,484
     VWO258,237+258,237$11,484
ISHARES TR (IEFA) 172,224 +172,224 $11,236
     IEFA172,224+172,224$11,236
SCHWAB STRATEGIC TR 127,435 +127,435 $9,639
     SCHA127,435+127,435$9,639
VANGUARD GROUP (VIG) 54,182 +54,182 $6,754
     VIG54,182+54,182$6,754
VANGUARD INDEX FDS (VUG) 26,808 +26,808 $4,884
     VUG26,808+26,808$4,884
VANGUARD INDEX FDS (VTV) 38,029 +38,029 $4,558
     VTV38,029+38,029$4,558
ALTRIA GROUP INC 68,486 +68,486 $3,418
     MO68,486+68,486$3,418
VANGUARD CHARLOTTE FDS (BNDX) 46,812 +46,812 $2,649
     BNDX46,812+46,812$2,649
VANGUARD BD INDEX FD INC (BSV) 28,589 +28,589 $2,305
     BSV28,589+28,589$2,305
APPLE INC 6,238 +6,238 $1,832
     AAPL6,238+6,238$1,832
JOHNSON & JOHNSON 12,175 +12,175 $1,776
     JNJ12,175+12,175$1,776
SSGA ACTIVE ETF TR (TOTL) 35,617 +35,617 $1,745
     TOTL35,617+35,617$1,745
VANGUARD SCOTTSDALE FDS (VMBS) 27,578 +27,578 $1,466
     VMBS27,578+27,578$1,466
VANGUARD BD INDEX FD INC (BND) 16,753 +16,753 $1,405
     BND16,753+16,753$1,405
MICROSOFT CORP 8,595 +8,595 $1,355
     MSFT8,595+8,595$1,355
FIDELITY NATL INFORMATION SV 9,679 +9,679 $1,346
     FIS9,679+9,679$1,346
VANGUARD INDEX FDS (VB) 7,559 +7,559 $1,252
     VB7,559+7,559$1,252
VANGUARD BD INDEX FD INC (BIV) 13,637 +13,637 $1,189
     BIV13,637+13,637$1,189
VANGUARD BD INDEX FD INC (BLV) 11,409 +11,409 $1,145
     BLV11,409+11,409$1,145
PIMCO ETF TR (MINT) 11,247 +11,247 $1,143
     MINT11,247+11,247$1,143
SCHWAB STRATEGIC TR 14,694 +14,694 $1,129
     SCHX14,694+14,694$1,129
AT&T INC 28,269 +28,269 $1,105
     T28,269+28,269$1,105
JPMORGAN CHASE & CO 6,989 +6,989 $974
     JPM6,989+6,989$974
INNOVATOR ETFS TR (PAPR) 34,022 +34,022 $887
     PAPR34,022+34,022$887
ISHARES TR (AGG) 7,264 +7,264 $816
     AGG7,264+7,264$816
BERKSHIRE HATHAWAY INC DEL      $773
     BRK.B3,414+3,414$773
VANGUARD WORLD FD (MGC) 6,561 +6,561 $733
     MGC6,561+6,561$733
CHEVRON CORP NEW 5,870 +5,870 $707
     CVX5,870+5,870$707
3M CO 3,954 +3,954 $698
     MMM3,954+3,954$698
PFIZER INC 16,945 +16,945 $664
     PFE16,945+16,945$664
AMAZON COM INC 358 +358 $662
     AMZN358+358$662
PROGRESSIVE CORP OHIO 9,040 +9,040 $654
     PGR9,040+9,040$654
JANUS DETROIT STR TR 12,449 +12,449 $648
     JMBS12,449+12,449$648
SPDR SERIES TRUST (BIL) 6,881 +6,881 $629
     BIL6,881+6,881$629
BANK AMER CORP 17,285 +17,285 $609
     BAC17,285+17,285$609
VANGUARD INDEX FDS (VTI) 3,655 +3,655 $598
     VTI3,655+3,655$598
EXXON MOBIL CORP 8,462 +8,462 $591
     XOM8,462+8,462$591
PHILIP MORRIS INTL INC 6,924 +6,924 $589
     PM6,924+6,924$589
VANGUARD INDEX FDS (VNQ) 6,067 +6,067 $563
     VNQ6,067+6,067$563
DISNEY WALT CO 3,714 +3,714 $537
     DIS3,714+3,714$537
LOCKHEED MARTIN CORP 1,250 +1,250 $487
     LMT1,250+1,250$487
VANGUARD INDEX FDS (VO) 2,728 +2,728 $486
     VO2,728+2,728$486
ALPHABET INC 355 +355 $475
     GOOGL355+355$475

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

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

Size ($ in 1000's)
At 12/31/2019: $266,864
At 09/30/2019: $0

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.