HoldingsChannel.com
MA Private Wealth Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 182,842 +3,758 $43,301
     VOO182,842+3,758$43,301
ISHARES TR (GOVT) 1,533,512 -8,612 $42,954
     GOVT1,533,512-8,612$42,954
ISHARES TR (IVV) 98,943 +98,943 $25,567
     IVV98,943+98,943$25,567
ISHARES TR (ITOT) 427,318 +11,721 $24,447
     ITOT427,318+11,721$24,447
ISHARES TR (IXN) 96,222 -1,672 $17,547
     IXN96,222-1,672$17,547
ISHARES TR (QUAL) 214,376 +7,693 $17,373
     QUAL214,376+7,693$17,373
ISHARES TR (IGIB) 248,021 +1,115 $13,621
     IGIB248,021+1,115$13,621
ISHARES U S ETF TR (NEAR) 252,396 -7,651 $12,239
     NEAR252,396-7,651$12,239
ISHARES INC (IEMG) 279,258 +279,258 $11,302
     IEMG279,258+279,258$11,302
ISHARES TR (LQD) 78,485 -1,996 $9,694
     LQD78,485-1,996$9,694
VANGUARD INDEX FDS (VUG) 60,478 -1,027 $9,476
     VUG60,478-1,027$9,476
VANGUARD TAX MANAGED INTL FD (VEA) 271,828 -2,653 $9,063
     VEA271,828-2,653$9,063
VANGUARD SCOTTSDALE FDS (VCSH) 104,781 -1,020 $8,288
     VCSH104,781-1,020$8,288
ISHARES TR (IEFA) 156,822 +4,994 $7,824
     IEFA156,822+4,994$7,824
ISHARES TR (SIZE) 104,095 +5,102 $7,430
     SIZE104,095+5,102$7,430
VANGUARD INDEX FDS (VTV) 75,122 +257 $6,690
     VTV75,122+257$6,690
ISHARES TR (SHV) 58,200 -922 $6,461
     SHV58,200-922$6,461
VANGUARD INTL EQUITY INDEX F (VWO) 184,512 +6,088 $6,190
     VWO184,512+6,088$6,190
ISHARES TR (IEI) 35,218 -4 $4,696
     IEI35,218-4$4,696
ISHARES TR (SHY) 53,254 +106 $4,615
     SHY53,254+106$4,615
APPLE INC 15,592 +15,592 $3,965
     AAPL15,592+15,592$3,965
SPDR SER TR (SPTI) 103,760 +103,760 $3,438
     SPTI103,760+103,760$3,438
ISHARES TR (EFG) 42,872 -242 $3,049
     EFG42,872-242$3,049
ISHARES TR (IJH) 19,350 +19,350 $2,784
     IJH19,350+19,350$2,784
VANGUARD SPECIALIZED FUNDS (VIG) 26,600 -3,383 $2,750
     VIG26,600-3,383$2,750
INVESCO EXCHANGE TRADED FD T (PCY) 81,888 +81,888 $1,958
     PCY81,888+81,888$1,958
ISHARES INC (EEMV) 33,966 +345 $1,594
     EEMV33,966+345$1,594
VANGUARD WHITEHALL FDS (VYM) 22,082 +22,082 $1,562
     VYM22,082+22,082$1,562
ISHARES TR (EEM) 40,953 +40,953 $1,398
     EEM40,953+40,953$1,398
ISHARES TR (IVW) 8,163 -726 $1,347
     IVW8,163-726$1,347
ISHARES TR (IEF) 10,756 -33 $1,307
     IEF10,756-33$1,307
MICROSOFT CORP 7,929 +7,929 $1,250
     MSFT7,929+7,929$1,250
ISHARES TR (TLT) 6,978 +14 $1,151
     TLT6,978+14$1,151
ISHARES TR (EFV) 32,027 UNCH $1,143
     EFV32,027UNCH$1,143
ISHARES TR (AGG) 9,872 +9,872 $1,139
     AGG9,872+9,872$1,139
VANGUARD INTL EQUITY INDEX F (VEU) 27,418 +449 $1,125
     VEU27,418+449$1,125
VANGUARD SCOTTSDALE FDS (VMBS) 20,250 -144 $1,104
     VMBS20,250-144$1,104
SPDR INDEX SHS FDS (SPEM) 37,953 +37,953 $1,080
     SPEM37,953+37,953$1,080
ISHARES TR (HEZU) 43,401 +43,401 $1,025
     HEZU43,401+43,401$1,025
ISHARES TR (IDV) 42,177 -2,947 $953
     IDV42,177-2,947$953
ISHARES TR (IWF) 5,508 -250 $830
     IWF5,508-250$830
ISHARES TR (EMB) 8,186 +8,186 $791
     EMB8,186+8,186$791
ISHARES TR (IWP) 5,912 -333 $719
     IWP5,912-333$719
INTEL CORP 13,065 +13,065 $707
     INTC13,065+13,065$707
SPDR SER TR (SPHY) 30,621 +30,621 $691
     SPHY30,621+30,621$691
VANGUARD SCOTTSDALE FDS (VGIT) 9,693 +9,693 $684
     VGIT9,693+9,693$684
ORACLE CORP 13,681 UNCH $661
     ORCL13,681UNCH$661
ISHARES TR (USIG) 10,673 +47 $598
     USIG10,673+47$598
JOHNSON & JOHNSON 3,856 -176 $506
     JNJ3,856-176$506
AMGEN INC 2,311 -135 $468
     AMGN2,311-135$468

See Full List: All Stocks Held By MA Private Wealth
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By MA Private Wealth

Size ($ in 1000's)
At 03/31/2020: $340,286
At 12/31/2019: $325,822

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

MA Private Wealth 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.