HoldingsChannel.com
Price Wealth LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC CL B      $41,115
     BRK.B224,880-113,362$41,115
SPDR S&P 500 ETF TR TR UNIT (SPY) 107,586 +16,953 $27,730
     SPY107,586+16,953$27,730
ISHARES TR CORE S&P500 ETF (IVV) 68,532 +39,392 $17,709
     IVV68,532+39,392$17,709
ISHARES TR MSCI EMG MKT ETF (EEM) 493,202 +31,310 $16,833
     EEM493,202+31,310$16,833
VANGUARD SPECIALIZED FUNDS DIV APP ETF (VIG) 145,908 +145,498 $15,085
     VIG145,908+145,498$15,085
VANGUARD INDEX FDS SMALL CP ETF (VB) 113,542 +113,154 $13,107
     VB113,542+113,154$13,107
ISHARES TR CORE S&P SCP ETF (IJR) 221,306 -136,372 $12,417
     IJR221,306-136,372$12,417
VANGUARD INDEX FDS REAL ESTATE ETF (VNQ) 177,311 +27,199 $12,385
     VNQ177,311+27,199$12,385
ISHARES TR MSCI EAFE ETF (EFA) 224,980 -12,383 $12,027
     EFA224,980-12,383$12,027
ISHARES TR EAFE SML CP ETF (SCZ) 242,585 -154,049 $10,875
     SCZ242,585-154,049$10,875
SCHWAB STRATEGIC TR US LCAP VA ETF (SCHV) 189,577 +189,577 $8,393
     SCHV189,577+189,577$8,393
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (VEA) 242,819 +224,213 $8,096
     VEA242,819+224,213$8,096
VANGUARD INDEX FDS MID CAP ETF (VO) 42,162 +20,222 $5,551
     VO42,162+20,222$5,551
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (VWO) 144,676 -98,289 $4,854
     VWO144,676-98,289$4,854
ISHARES TR S&P 100 ETF (OEF) 39,503 +10,993 $4,686
     OEF39,503+10,993$4,686
SILICON LABORATORIES INC 44,850 -25,000 $3,831
     SLAB44,850-25,000$3,831
ISHARES TR MSCI MIN VOL ETF (USMV) 69,764 +67,964 $3,768
     USMV69,764+67,964$3,768
AMAZON COM INC 1,735 +600 $3,383
     AMZN1,735+600$3,383
ISHARES TR CORE S&P MCP ETF (IJH) 21,926 -20,957 $3,154
     IJH21,926-20,957$3,154
ISHARES TR RUSSELL 2000 ETF (IWM) 26,543 -30,296 $3,038
     IWM26,543-30,296$3,038
APPLE INC 10,550 +1,364 $2,683
     AAPL10,550+1,364$2,683
WISDOMTREE TR ITL HDG QTLY DIV 79,958 -34,558 $2,421
     IHDG79,958-34,558$2,421
ISHARES INC CORE MSCI EMKT (IEMG) 58,868 +58,868 $2,382
     IEMG58,868+58,868$2,382
ISHARES TR MIN VOL EAFE ETF (EFAV) 34,713 +32,031 $2,154
     EFAV34,713+32,031$2,154
ALIBABA GROUP HLDG LTD ADS 10,758 -65 $2,092
     BABA10,758-65$2,092
SCHWAB STRATEGIC TR US DIVIDEND EQ 45,591 +43,651 $2,051
     SCHD45,591+43,651$2,051
VANGUARD INDEX FDS S&P 500 ETF SHS (VOO) 8,285 +7,455 $1,962
     VOO8,285+7,455$1,962
ISHARES TR U.S. REAL ES ETF (IYR) 27,816 +27,816 $1,935
     IYR27,816+27,816$1,935
VANECK VECTORS ETF TR GOLD MINERS ETF (GDX) 83,866 UNCH $1,932
     GDX83,866UNCH$1,932
UNITEDHEALTH GROUP INC 4,766 +34 $1,189
     UNH4,766+34$1,189
DOLLAR GEN CORP 5,927 -1,651 $895
     DG5,927-1,651$895
EXXON MOBIL CORP 22,824 -89 $867
     XOM22,824-89$867
HONEYWELL INTL INC 6,125 UNCH $819
     HON6,125UNCH$819
QUEST DIAGNOSTICS INC 10,101 +882 $811
     DGX10,101+882$811
MASCO CORP 22,965 UNCH $794
     MAS22,965UNCH$794
BOOKING HLDGS INC 550 +278 $740
     BKNG550+278$740
WISDOMTREE TR INTL SMCAP DIV 15,380 +15,380 $739
     DLS15,380+15,380$739
CHUBB LIMITED 6,174 +496 $690
     CB6,174+496$690
UNILEVER PLC ADR 13,537 -44 $685
     UL13,537-44$685
JPMORGAN CHASE & CO 7,266 -1,905 $654
     JPM7,266-1,905$654
TJX COS INC 13,640 +29 $652
     TJX13,640+29$652
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT (RSP) 7,726 +7,726 $649
     RSP7,726+7,726$649
SCHWAB CHARLES CORP 18,605 +4,720 $626
     SCHW18,605+4,720$626
PEPSICO INC 5,096 -924 $612
     PEP5,096-924$612
COMCAST CORP CL A 17,669 +8,605 $607
     CMCSA17,669+8,605$607
DOLLAR TREE INC 8,159 UNCH $599
     DLTR8,159UNCH$599
NORTHERN TR CORP 7,887 +3,147 $595
     NTRS7,887+3,147$595
ALPHABET INC CAP STK CL C 510 +308 $593
     GOOG510+308$593
OMNICOM GROUP INC 10,794 +13 $593
     OMC10,794+13$593
EATON CORP PLC SHS 7,553 +3,318 $587
     ETN7,553+3,318$587

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

See Details: Top 10 Stocks Held By Price Wealth LLC

Size ($ in 1000's)
At 03/31/2020: $275,739
At 12/31/2019: $321,052

Combined Holding Report Includes:
Price Wealth LLC
PARAMETRIC PORTFOLIO ASSOCIATES LLC
East Coast Asset Management LLC.

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

Price Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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