HoldingsChannel.com
Epstein & White Financial LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 194,872 +10,795 $56,952
     IVV194,872+10,795$56,952
FIDELITY 520,573 +55,648 $26,372
     FBND520,573+55,648$26,372
FIDELITY 625,621 +57,155 $21,544
     FQAL625,621+57,155$21,544
ISHARES TR (IVE) 97,913 -7,341 $11,307
     IVE97,913-7,341$11,307
ISHARES TR (IVW) 60,035 -3,512 $10,689
     IVW60,035-3,512$10,689
ISHARES TR (USMV) 149,717 +8,415 $9,157
     USMV149,717+8,415$9,157
FIDELITY 207,693 +95,669 $5,859
     FDVV207,693+95,669$5,859
ISHARES TR (IQLT) 143,554 +18,914 $4,292
     IQLT143,554+18,914$4,292
ISHARES TR (CMBS) 55,756 +3,443 $2,952
     CMBS55,756+3,443$2,952
ISHARES TR (ITOT) 31,062 +9,523 $2,043
     ITOT31,062+9,523$2,043
APPLE INC 6,919 -650 $1,366
     AAPL6,919-650$1,366
VERIZON COMMUNICATIONS INC 20,819 +5,077 $1,150
     VZ20,819+5,077$1,150
EXXON MOBIL CORP 13,896 +4,061 $1,029
     XOM13,896+4,061$1,029
ISHARES TR (IWF) 6,546 -526 $1,028
     IWF6,546-526$1,028
CHEVRON CORP NEW 8,496 +2,361 $1,010
     CVX8,496+2,361$1,010
ISHARES TR (DVY) 9,725 -191 $964
     DVY9,725-191$964
PROCTER AND GAMBLE CO 8,695 +2,282 $926
     PG8,695+2,282$926
COCA COLA CO 18,559 +4,716 $912
     KO18,559+4,716$912
ISHARES TR (IWB) 5,478 -649 $891
     IWB5,478-649$891
PEPSICO INC 6,990 +2,034 $875
     PEP6,990+2,034$875
SPDR S&P 500 ETF TR (SPY) 2,929 +28 $855
     SPY2,929+28$855
JOHNSON & JOHNSON 6,110 +3,548 $851
     JNJ6,110+3,548$851
DUKE ENERGY CORP NEW 9,779 +2,560 $830
     DUK9,779+2,560$830
AT&T INC 25,671 -6,304 $821
     T25,671-6,304$821
ISHARES TR (HYG) 9,275 -1,691 $804
     HYG9,275-1,691$804
3M CO 4,574 +1,642 $772
     MMM4,574+1,642$772
CISCO SYS INC 14,700 +5,526 $767
     CSCO14,700+5,526$767
QUALCOMM INC 9,890 +197 $742
     QCOM9,890+197$742
PFIZER INC 16,843 +6,731 $696
     PFE16,843+6,731$696
ISHARES TR (IUSB) 13,477 +4,182 $692
     IUSB13,477+4,182$692
MERCK & CO INC 8,371 +3,578 $672
     MRK8,371+3,578$672
ISHARES TR (SLQD) 13,336 -6,825 $643
     SLQD13,336-6,825$643
MCDONALDS CORP 3,093 -406 $613
     MCD3,093-406$613
INVESCO EXCHANGE TRADED FD T (RSP) 5,655 -372 $613
     RSP5,655-372$613
LOCKHEED MARTIN CORP 1,649 +1,649 $599
     LMT1,649+1,649$599
ISHARES TR (AGG) 5,267 +1,111 $587
     AGG5,267+1,111$587
DOMINION ENERGY INC 7,624 +4,104 $580
     D7,624+4,104$580
JPMORGAN CHASE & CO 5,218 +5,218 $575
     JPM5,218+5,218$575
ISHARES TR (LQD) 4,227 -1,270 $522
     LQD4,227-1,270$522
INVESCO QQQ TR 2,811 -290 $519
     QQQ2,811-290$519
KIMBERLY CLARK CORP 3,883 -1,247 $480
     KMB3,883-1,247$480
AMAZON COM INC 245 -2 $466
     AMZN245-2$466
SPDR DOW JONES INDL AVRG ETF (DIA) 1,754 -243 $466
     DIA1,754-243$466
ALTRIA GROUP INC 10,307 -2,104 $458
     MO10,307-2,104$458
ISHARES TR (IDV) 15,081 +714 $457
     IDV15,081+714$457
UNITED PARCEL SERVICE INC 4,258 +1,066 $440
     UPS4,258+1,066$440
ISHARES TR (IXUS) 7,466 +3,768 $428
     IXUS7,466+3,768$428
TEXAS INSTRS INC 3,603 +3,603 $412
     TXN3,603+3,603$412
CROWN CASTLE INTL CORP NEW 3,379 -1,241 $410
     CCI3,379-1,241$410
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,152 -63 $410
     MDY1,152-63$410

See Full List: All Stocks Held By Epstein & White Financial LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Epstein & White Financial LLC

Size ($ in 1000's)
At 06/30/2019: $187,934
At 03/31/2019: $174,206

Epstein & White Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Epstein & White Financial LLC 13F filings. Link to 13F filings: SEC filings

Epstein & White Financial LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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