HoldingsChannel.com
Northern Oak Wealth Management Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVW) 213,044 -6,723 $38,354
     IVW213,044-6,723$38,354
ISHARES TR (IVE) 238,692 -1,388 $28,438
     IVE238,692-1,388$28,438
ISHARES TR (IJK) 98,827 +96 $22,123
     IJK98,827+96$22,123
INVESCO EXCH TRD SLF IDX FD 987,237 +66,616 $20,989
     BSCL987,237+66,616$20,989
ISHARES TR (IJJ) 117,592 +5,451 $18,802
     IJJ117,592+5,451$18,802
INVESCO EXCH TRD SLF IDX FD 876,806 -21,866 $18,676
     BSCK876,806-21,866$18,676
APPLE INC 71,201 -2,785 $15,947
     AAPL71,201-2,785$15,947
MICROSOFT CORP 104,373 -2,454 $14,511
     MSFT104,373-2,454$14,511
INVESCO EXCH TRD SLF IDX FD 653,470 +19,276 $14,043
     BSCM653,470+19,276$14,043
ISHARES TR (IJS) 91,716 +1,151 $13,775
     IJS91,716+1,151$13,775
AT&T INC 358,693 +6,658 $13,573
     T358,693+6,658$13,573
ISHARES TR (IJT) 74,246 +1,048 $13,244
     IJT74,246+1,048$13,244
JPMORGAN CHASE & CO 112,229 -2,036 $13,208
     JPM112,229-2,036$13,208
INVESCO EXCH TRD SLF IDX FD 602,582 +29,713 $12,829
     BSCN602,582+29,713$12,829
INVESCO EXCH TRD SLF IDX FD 536,518 +36,991 $11,498
     BSCO536,518+36,991$11,498
BOEING CO 28,522 +1,462 $10,852
     BA28,522+1,462$10,852
SELECT SECTOR SPDR TR (XLV) 114,890 -274 $10,355
     XLV114,890-274$10,355
BRISTOL MYERS SQUIBB CO 193,305 +176,297 $9,803
     BMY193,305+176,297$9,803
VANGUARD INTL EQUITY INDEX F (VWO) 239,760 -7,813 $9,653
     VWO239,760-7,813$9,653
ISHARES TR (IVV) 32,144 -694 $9,595
     IVV32,144-694$9,595
PFIZER INC 264,894 +47,862 $9,517
     PFE264,894+47,862$9,517
LOCKHEED MARTIN CORP 24,380 -636 $9,509
     LMT24,380-636$9,509
JOHNSON & JOHNSON 72,051 +559 $9,322
     JNJ72,051+559$9,322
VERIZON COMMUNICATIONS INC 149,634 +1,316 $9,032
     VZ149,634+1,316$9,032
KOHLS CORP 172,835 +40,190 $8,583
     KSS172,835+40,190$8,583
INTEL CORP 164,238 +413 $8,463
     INTC164,238+413$8,463
FIRST TR EXCHANGE TRADED FD (FTSM) 139,140 +15,721 $8,358
     FTSM139,140+15,721$8,358
UNITEDHEALTH GROUP INC 38,141 +1,566 $8,289
     UNH38,141+1,566$8,289
DISNEY WALT CO 62,519 -132 $8,148
     DIS62,519-132$8,148
CVS HEALTH CORP 129,000 +15,180 $8,136
     CVS129,000+15,180$8,136
INVESCO EXCHNG TRADED FD TR (VRP) 314,916 +23,463 $8,006
     VRP314,916+23,463$8,006
CONSTELLATION BRANDS INC 38,593 +1,251 $8,000
     STZ38,593+1,251$8,000
CHEVRON CORP NEW 62,612 -1,367 $7,426
     CVX62,612-1,367$7,426
ISHARES TR (IWF) 43,960 -360 $7,018
     IWF43,960-360$7,018
LINCOLN NATL CORP IND 109,887 +2,189 $6,629
     LNC109,887+2,189$6,629
SPDR SERIES TRUST (SDY) 63,343 +13 $6,499
     SDY63,343+13$6,499
CISCO SYS INC 128,771 +65,407 $6,363
     CSCO128,771+65,407$6,363
FEDEX CORP 42,740 +1,247 $6,222
     FDX42,740+1,247$6,222
ISHARES TR (EFV) 129,051 -5,279 $6,113
     EFV129,051-5,279$6,113
ISHARES TR (IGIB) 103,323 +244 $5,984
     IGIB103,323+244$5,984
ALTRIA GROUP INC 144,570 +7,567 $5,913
     MO144,570+7,567$5,913
SELECT SECTOR SPDR TR (XLU) 90,115 +531 $5,834
     XLU90,115+531$5,834
DOW INC 120,702 +5,959 $5,751
     DOW120,702+5,959$5,751
CITIGROUP INC 80,662 +2,231 $5,572
     C80,662+2,231$5,572
FIRST TR EXCHANGE TRADED FD (FPE) 274,753 +56,378 $5,421
     FPE274,753+56,378$5,421
ISHARES TR (EFG) 66,487 -2,982 $5,353
     EFG66,487-2,982$5,353
ISHARES TR (IWD) 41,542 -349 $5,329
     IWD41,542-349$5,329
ALPHABET INC 4,118 +117 $5,029
     GOOGL4,118+117$5,029
MARRIOTT INTL INC NEW 39,187 -1,321 $4,874
     MAR39,187-1,321$4,874
BP PLC 127,218 +125,166 $4,833
     BP127,218+125,166$4,833

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 09/30/2019: $688,974
At 06/30/2019: $663,488

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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