HoldingsChannel.com
NewFocus Financial Group LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 76,920 +742 $22,587
     AAPL76,920+742$22,587
VANGUARD GROUP (VIG) 131,478 +8,761 $16,390
     VIG131,478+8,761$16,390
VANGUARD INDEX FDS (VBR) 114,985 -345 $15,761
     VBR114,985-345$15,761
CINTAS CORP 41,997 -216 $11,301
     CTAS41,997-216$11,301
UNITEDHEALTH GROUP INC 33,587 -16 $9,874
     UNH33,587-16$9,874
MICROSOFT CORP 61,761 -301 $9,740
     MSFT61,761-301$9,740
ISHARES TR (IVV) 29,746 +1,393 $9,615
     IVV29,746+1,393$9,615
CISCO SYS INC 163,314 -643 $7,833
     CSCO163,314-643$7,833
LOWES COS INC 60,946 -60 $7,299
     LOW60,946-60$7,299
ISHARES TR (IEFA) 109,294 +71,894 $7,130
     IEFA109,294+71,894$7,130
BECTON DICKINSON & CO 25,742 +131 $7,001
     BDX25,742+131$7,001
SELECT SECTOR SPDR TR (XLK) 61,900 -759 $5,674
     XLK61,900-759$5,674
WISDOMTREE TR 128,973 -2,232 $4,906
     DON128,973-2,232$4,906
SPDR SERIES TRUST (SLYG) 75,559 -27,480 $4,875
     SLYG75,559-27,480$4,875
ISHARES TR (VLUE) 51,417 -738 $4,614
     VLUE51,417-738$4,614
MCDONALDS CORP 23,131 -115 $4,571
     MCD23,131-115$4,571
JOHNSON & JOHNSON 30,875 -830 $4,504
     JNJ30,875-830$4,504
DOVER CORP 38,717 +31 $4,463
     DOV38,717+31$4,463
JPMORGAN CHASE & CO 28,627 +167 $3,991
     JPM28,627+167$3,991
SYSCO CORP 46,329 +433 $3,963
     SYY46,329+433$3,963
VANGUARD WORLD FDS (VHT) 20,634 -307 $3,956
     VHT20,634-307$3,956
SPDR INDEX SHS FDS (SPEM) 98,473 +15,778 $3,702
     SPEM98,473+15,778$3,702
GRAINGER W W INC 10,655 -77 $3,607
     GWW10,655-77$3,607
W P CAREY INC 37,926 +244 $3,036
     WPC37,926+244$3,036
THOR INDS INC 40,173 -242 $2,984
     THO40,173-242$2,984
SMITH A O CORP 61,597 -548 $2,934
     AOS61,597-548$2,934
KLA CORPORATION 15,970 +212 $2,845
     KLAC15,970+212$2,845
BLACKROCK INC 5,648 -7 $2,839
     BLK5,648-7$2,839
ISHARES TR (IJK) 11,895 -104 $2,832
     IJK11,895-104$2,832
ISHARES TR (EFAV) 34,854 -580 $2,598
     EFAV34,854-580$2,598
SEMPRA ENERGY 17,125 -39 $2,594
     SRE17,125-39$2,594
ISHARES TR (EFG) 28,423 +347 $2,458
     EFG28,423+347$2,458
PEPSICO INC 17,030 -38 $2,327
     PEP17,030-38$2,327
VANGUARD WHITEHALL FDS INC (VIGI) 31,907 -131 $2,299
     VIGI31,907-131$2,299
UNITED TECHNOLOGIES CORP 14,943 -86 $2,238
     UTX14,943-86$2,238
TYSON FOODS INC 22,363 +747 $2,036
     TSN22,363+747$2,036
FACTSET RESH SYS INC 7,456 -63 $2,000
     FDS7,456-63$2,000
SPDR S&P 500 ETF TR (SPY) 6,187 +86 $1,991
     SPY6,187+86$1,991
VANGUARD WORLD FDS (VIS) 12,193 -92 $1,876
     VIS12,193-92$1,876
GENERAL DYNAMICS CORP 10,570 -91 $1,864
     GD10,570-91$1,864
TJX COS INC NEW 29,204 +526 $1,783
     TJX29,204+526$1,783
ISHARES TR (IJR) 20,938 +11,890 $1,756
     IJR20,938+11,890$1,756
GENERAL MLS INC 30,421 +861 $1,629
     GIS30,421+861$1,629
QUEST DIAGNOSTICS INC 12,692 -105 $1,355
     DGX12,692-105$1,355
COLGATE PALMOLIVE CO 18,650 -60 $1,284
     CL18,650-60$1,284
VANGUARD INTL EQUITY INDEX F (VWO) 27,480 +2,084 $1,222
     VWO27,480+2,084$1,222
ISHARES TR (IVW) 6,042 +574 $1,170
     IVW6,042+574$1,170
ROYAL CARIBBEAN CRUISES LTD 8,719 +94 $1,164
     RCL8,719+94$1,164
ISHARES INC (EEMV) 18,944 UNCH $1,111
     EEMV18,944UNCH$1,111
VANGUARD INDEX FDS (VB) 6,159 +272 $1,020
     VB6,159+272$1,020

See Full List: All Stocks Held By NewFocus Financial Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By NewFocus Financial Group LLC

Size ($ in 1000's)
At 12/31/2019: $256,145
At 09/30/2019: $227,876

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

NewFocus Financial Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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