
Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
327,523 | +1,555 | $45,536 |
MSFT | 327,523 | +1,555 | $45,536 |
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1,176,291 | +59,132 | $37,477 |
SCHF | 1,176,291 | +59,132 | $37,477 |
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18,671 | +228 | $32,411 |
AMZN | 18,671 | +228 | $32,411 |
![]() |
258,917 | -995 | $16,884 |
EFA | 258,917 | -995 | $16,884 |
![]() |
134,794 | +9,099 | $16,119 |
VIG | 134,794 | +9,099 | $16,119 |
![]() |
48,604 | -676 | $14,424 |
SPY | 48,604 | -676 | $14,424 |
![]() |
1,003,286 | +12,325 | $14,146 |
IAU | 1,003,286 | +12,325 | $14,146 |
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267,785 | -2,980 | $13,834 |
VXUS | 267,785 | -2,980 | $13,834 |
![]() |
253,619 | -2,860 | $12,656 |
VEU | 253,619 | -2,860 | $12,656 |
![]() |
43,634 | +4,258 | $11,895 |
VOO | 43,634 | +4,258 | $11,895 |
![]() |
90,064 | +2,672 | $10,209 |
EMB | 90,064 | +2,672 | $10,209 |
![]() |
206,136 | +2,606 | $10,105 |
IEMG | 206,136 | +2,606 | $10,105 |
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176,778 | +73,358 | $9,820 |
USRT | 176,778 | +73,358 | $9,820 |
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240,304 | +5,844 | $9,675 |
VWO | 240,304 | +5,844 | $9,675 |
![]() |
103,528 | +4,320 | $9,110 |
BIV | 103,528 | +4,320 | $9,110 |
![]() |
125,680 | +17,770 | $8,059 |
ESGD | 125,680 | +17,770 | $8,059 |
![]() |
42,524 | -310 | $6,997 |
IWB | 42,524 | -310 | $6,997 |
![]() |
53,535 | +3,175 | $6,617 |
SUSA | 53,535 | +3,175 | $6,617 |
![]() |
83,389 | +2,650 | $6,491 |
IJR | 83,389 | +2,650 | $6,491 |
![]() |
13,517 | +62 | $3,027 |
AAPL | 13,517 | +62 | $3,027 |
![]() |
17,680 | +750 | $2,963 |
VO | 17,680 | +750 | $2,963 |
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31,320 | UNCH | $2,524 |
VWOB | 31,320 | UNCH | $2,524 |
![]() |
11,665 | UNCH | $2,254 |
IJH | 11,665 | UNCH | $2,254 |
![]() |
66,936 | +2,396 | $2,177 |
ESGE | 66,936 | +2,396 | $2,177 |
![]() |
12,028 | -695 | $2,142 |
FB | 12,028 | -695 | $2,142 |
![]() |
7,105 | -2,187 | $2,121 |
IVV | 7,105 | -2,187 | $2,121 |
![]() |
22,245 | -472 | $1,967 |
SBUX | 22,245 | -472 | $1,967 |
![]() |
1,408 | +202 | $1,719 |
GOOGL | 1,408 | +202 | $1,719 |
![]() |
11,035 | +30 | $1,670 |
IWM | 11,035 | +30 | $1,670 |
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26,956 | UNCH | $1,508 |
IWR | 26,956 | UNCH | $1,508 |
![]() |
26,969 | +10 | $1,477 |
SCHD | 26,969 | +10 | $1,477 |
![]() |
$1,437 | ||
BRK.B | 6,909 | -525 | $1,437 |
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16,057 | +5,700 | $1,297 |
BSV | 16,057 | +5,700 | $1,297 |
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9,704 | +756 | $1,256 |
JNJ | 9,704 | +756 | $1,256 |
![]() |
10,188 | +378 | $1,199 |
JPM | 10,188 | +378 | $1,199 |
![]() |
8,706 | +49 | $1,033 |
CVX | 8,706 | +49 | $1,033 |
![]() |
2,648 | +289 | $1,008 |
BA | 2,648 | +289 | $1,008 |
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4,633 | +294 | $1,007 |
UNH | 4,633 | +294 | $1,007 |
![]() |
19,266 | +3,195 | $993 |
INTC | 19,266 | +3,195 | $993 |
![]() |
10,912 | +883 | $919 |
MRK | 10,912 | +883 | $919 |
![]() |
7,047 | +572 | $877 |
PG | 7,047 | +572 | $877 |
![]() |
17,047 | +2,213 | $842 |
CSCO | 17,047 | +2,213 | $842 |
![]() |
13,180 | +751 | $795 |
VZ | 13,180 | +751 | $795 |
![]() |
58,415 | -2,175 | $773 |
AX | 58,415 | -2,175 | $773 |
![]() |
624 | -16 | $761 |
GOOG | 624 | -16 | $761 |
![]() |
25,815 | +7,789 | $753 |
BAC | 25,815 | +7,789 | $753 |
![]() |
5,297 | +254 | $726 |
PEP | 5,297 | +254 | $726 |
![]() |
3,356 | +733 | $720 |
MCD | 3,356 | +733 | $720 |
![]() |
4,090 | -714 | $704 |
V | 4,090 | -714 | $704 |
![]() |
6,468 | +1,832 | $689 |
SUB | 6,468 | +1,832 | $689 |
See Full List: All Stocks Held By Highland Private Wealth Management
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Highland Private Wealth Management
![]() At 09/30/2019: $358,679 At 06/30/2019: $350,173 Combined Holding Report Includes:
Highland Private Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Highland Private Wealth Management 13F filings. Link to 13F filings: SEC filings |