HoldingsChannel.com
Northern Oak Wealth Management Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVW) 168,228 -44,816 $32,576
     IVW168,228-44,816$32,576
ISHARES TR (IVE) 221,478 -17,214 $28,812
     IVE221,478-17,214$28,812
INVESCO EXCH TRD SLF IDX FD 1,067,563 +80,326 $22,675
     BSCL1,067,563+80,326$22,675
ISHARES TR (IJK) 83,927 -14,900 $19,984
     IJK83,927-14,900$19,984
ISHARES TR (IJJ) 112,726 -4,866 $19,246
     IJJ112,726-4,866$19,246
INVESCO EXCH TRD SLF IDX FD 852,404 -24,402 $18,148
     BSCK852,404-24,402$18,148
APPLE INC 57,877 -13,324 $16,996
     AAPL57,877-13,324$16,996
INVESCO EXCH TRD SLF IDX FD 693,003 +39,533 $14,903
     BSCM693,003+39,533$14,903
MICROSOFT CORP 89,868 -14,505 $14,172
     MSFT89,868-14,505$14,172
INVESCO EXCH TRD SLF IDX FD 643,780 +41,198 $13,719
     BSCN643,780+41,198$13,719
JPMORGAN CHASE & CO 98,181 -14,048 $13,686
     JPM98,181-14,048$13,686
INVESCO EXCH TRD SLF IDX FD 578,714 +42,196 $12,425
     BSCO578,714+42,196$12,425
AT&T INC 314,946 -43,747 $12,308
     T314,946-43,747$12,308
BRISTOL MYERS SQUIBB CO      $11,093
     BMY172,582-20,723$11,078
     RIGHT 99 99 99995,050+5,050$15
ISHARES TR (IVV) 33,736 +1,592 $10,905
     IVV33,736+1,592$10,905
ISHARES TR (IJS) 65,950 -25,766 $10,605
     IJS65,950-25,766$10,605
ISHARES TR (IJT) 54,362 -19,884 $10,508
     IJT54,362-19,884$10,508
SELECT SECTOR SPDR TR (XLV) 100,757 -14,133 $10,263
     XLV100,757-14,133$10,263
PFIZER INC 261,644 -3,250 $10,251
     PFE261,644-3,250$10,251
VANGUARD INTL EQUITY INDEX F (VWO) 221,637 -18,123 $9,856
     VWO221,637-18,123$9,856
UNITEDHEALTH GROUP INC 33,171 -4,970 $9,752
     UNH33,171-4,970$9,752
JOHNSON & JOHNSON 65,021 -7,030 $9,485
     JNJ65,021-7,030$9,485
BOEING CO 27,824 -698 $9,064
     BA27,824-698$9,064
FIRST TR EXCHANGE TRADED FD (FTSM) 146,083 +6,943 $8,778
     FTSM146,083+6,943$8,778
INVESCO EXCHNG TRADED FD TR (VRP) 330,343 +15,427 $8,533
     VRP330,343+15,427$8,533
LOCKHEED MARTIN CORP 21,142 -3,238 $8,232
     LMT21,142-3,238$8,232
VERIZON COMMUNICATIONS INC 132,844 -16,790 $8,157
     VZ132,844-16,790$8,157
INTEL CORP 135,379 -28,859 $8,102
     INTC135,379-28,859$8,102
JP MORGAN EXCHANGE TRADED FD (JPST) 159,913 +155,172 $8,064
     JPST159,913+155,172$8,064
DISNEY WALT CO 54,309 -8,210 $7,855
     DIS54,309-8,210$7,855
CVS HEALTH CORP 104,247 -24,753 $7,745
     CVS104,247-24,753$7,745
SPDR SERIES TRUST (SDY) 66,727 +3,384 $7,178
     SDY66,727+3,384$7,178
CONSTELLATION BRANDS INC 37,262 -1,331 $7,071
     STZ37,262-1,331$7,071
CISCO SYS INC 143,835 +15,064 $6,898
     CSCO143,835+15,064$6,898
CHEVRON CORP NEW 54,929 -7,683 $6,620
     CVX54,929-7,683$6,620
FIRST TR EXCHANGE TRADED FD (FPE) 316,589 +41,836 $6,354
     FPE316,589+41,836$6,354
ALTRIA GROUP INC 125,174 -19,396 $6,247
     MO125,174-19,396$6,247
BROADCOM INC 19,504 +18,504 $6,164
     AVGO19,504+18,504$6,164
ISHARES TR (IGIB) 103,049 -274 $5,975
     IGIB103,049-274$5,975
FEDEX CORP 35,096 -7,644 $5,307
     FDX35,096-7,644$5,307
MARRIOTT INTL INC NEW 33,853 -5,334 $5,126
     MAR33,853-5,334$5,126
SELECT SECTOR SPDR TR (XLU) 78,923 -11,192 $5,100
     XLU78,923-11,192$5,100
DOW INC 92,233 -28,469 $5,048
     DOW92,233-28,469$5,048
BP PLC 122,175 -5,043 $4,611
     BP122,175-5,043$4,611
INVESCO EXCH TRD SLF IDX FD 213,908 +33,267 $4,593
     BSCP213,908+33,267$4,593
ISHARES TR (EFV) 88,025 -41,026 $4,395
     EFV88,025-41,026$4,395
BANK AMER CORP 123,792 -22,539 $4,360
     BAC123,792-22,539$4,360
ALPHABET INC 3,081 -1,037 $4,127
     GOOGL3,081-1,037$4,127
VANECK VECTORS ETF TRUST (PFXF) 202,713 +76,317 $4,099
     PFXF202,713+76,317$4,099
CITIGROUP INC 50,427 -30,235 $4,029
     C50,427-30,235$4,029

See Full List: All Stocks Held By Northern Oak Wealth Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Northern Oak Wealth Management Inc.

Size ($ in 1000's)
At 12/31/2019: $652,304
At 09/30/2019: $688,974

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

Northern Oak Wealth Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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