HoldingsChannel.com
Northern Oak Wealth Management Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVW) 166,922 -1,306 $27,550
     IVW166,922-1,306$27,550
INVESCO EXCH TRD SLF IDX FD 1,084,474 +16,911 $22,741
     BSCL1,084,474+16,911$22,741
ISHARES TR (IVE) 219,633 -1,845 $21,140
     IVE219,633-1,845$21,140
ISHARES TR (IJK) 86,726 +2,799 $15,477
     IJK86,726+2,799$15,477
MICROSOFT CORP 97,187 +7,319 $15,327
     MSFT97,187+7,319$15,327
INVESCO EXCH TRD SLF IDX FD 710,283 +131,569 $14,667
     BSCO710,283+131,569$14,667
INVESCO EXCH TRD SLF IDX FD 678,374 -14,629 $14,368
     BSCM678,374-14,629$14,368
APPLE INC 56,200 -1,677 $14,291
     AAPL56,200-1,677$14,291
INVESCO EXCH TRD SLF IDX FD 667,124 +23,344 $13,826
     BSCN667,124+23,344$13,826
ISHARES TR (IJJ) 120,044 +7,318 $13,175
     IJJ120,044+7,318$13,175
INVESCO EXCH TRD SLF IDX FD 520,896 -331,508 $10,944
     BSCK520,896-331,508$10,944
FIRST TR EXCHANGE TRADED FD (FTSM) 170,236 +24,153 $10,049
     FTSM170,236+24,153$10,049
SELECT SECTOR SPDR TR (XLV) 101,524 +767 $8,993
     XLV101,524+767$8,993
PFIZER INC 270,035 +8,391 $8,814
     PFE270,035+8,391$8,814
UNITEDHEALTH GROUP INC 34,226 +1,055 $8,535
     UNH34,226+1,055$8,535
JOHNSON & JOHNSON 64,756 -265 $8,492
     JNJ64,756-265$8,492
AT&T INC 276,998 -37,948 $8,074
     T276,998-37,948$8,074
ISHARES TR (IJT) 54,454 +92 $7,507
     IJT54,454+92$7,507
VERIZON COMMUNICATIONS INC 139,228 +6,384 $7,481
     VZ139,228+6,384$7,481
LOCKHEED MARTIN CORP 21,774 +632 $7,380
     LMT21,774+632$7,380
INTEL CORP 131,516 -3,863 $7,118
     INTC131,516-3,863$7,118
CVS HEALTH CORP 118,287 +14,040 $7,018
     CVS118,287+14,040$7,018
JPMORGAN CHASE & CO 76,329 -21,852 $6,872
     JPM76,329-21,852$6,872
ISHARES TR (IJS) 66,063 +113 $6,602
     IJS66,063+113$6,602
INVESCO EXCHANGE TRADED FD T (VRP) 304,609 -25,734 $6,537
     VRP304,609-25,734$6,537
BRISTOL MYERS SQUIBB CO      $6,515
     BMY116,548-56,034$6,496
     RIGHT 99 99 99994,900-150$19
CISCO SYS INC 158,114 +14,279 $6,215
     CSCO158,114+14,279$6,215
SMITH A O CORP 150,095 +114,001 $5,675
     AOS150,095+114,001$5,675
DISNEY WALT CO 57,691 +3,382 $5,573
     DIS57,691+3,382$5,573
FIRST TR EXCH TRADED FD III (FPE) 337,319 +20,730 $5,532
     FPE337,319+20,730$5,532
COCA COLA CO 124,040 +121,589 $5,489
     KO124,040+121,589$5,489
SPDR SER TR (SDY) 68,009 +1,282 $5,431
     SDY68,009+1,282$5,431
ISHARES TR (IGIB) 98,573 -4,476 $5,414
     IGIB98,573-4,476$5,414
ISHARES TR (IVV) 20,819 -12,917 $5,380
     IVV20,819-12,917$5,380
BROADCOM INC 21,369 +1,865 $5,066
     AVGO21,369+1,865$5,066
INVESCO EXCH TRD SLF IDX FD 239,588 +25,680 $4,928
     BSCP239,588+25,680$4,928
ABBVIE INC 62,583 +57,798 $4,768
     ABBV62,583+57,798$4,768
ALTRIA GROUP INC 123,256 -1,918 $4,766
     MO123,256-1,918$4,766
BOEING CO 30,797 +2,973 $4,593
     BA30,797+2,973$4,593
LOWES COS INC 53,339 +26,649 $4,590
     LOW53,339+26,649$4,590
VANGUARD INTL EQUITY INDEX F (VWO) 134,589 -87,048 $4,515
     VWO134,589-87,048$4,515
AMERICAN EXPRESS CO 50,567 +34,693 $4,329
     AXP50,567+34,693$4,329
CHEVRON CORP NEW 58,639 +3,710 $4,249
     CVX58,639+3,710$4,249
MEDTRONIC PLC 42,731 +40,221 $3,853
     MDT42,731+40,221$3,853
STARBUCKS CORP 58,131 +57,976 $3,822
     SBUX58,131+57,976$3,822
AMAZON COM INC 1,867 +157 $3,640
     AMZN1,867+157$3,640
ALPHABET INC 3,115 +34 $3,619
     GOOGL3,115+34$3,619
GENERAL MLS INC 67,687 +6,876 $3,572
     GIS67,687+6,876$3,572
VANECK VECTORS ETF TR (PFXF) 198,859 -3,854 $3,281
     PFXF198,859-3,854$3,281
ISHARES TR (IWF) 21,139 -940 $3,185
     IWF21,139-940$3,185

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 03/31/2020: $526,438
At 12/31/2019: $652,304

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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