HoldingsChannel.com
Price Wealth Management Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC CL B      $86,637
     BRK.B406,424+12,887$86,637
SPDR S&P 500 ETF TR (SPY) 87,372 +713 $25,600
     SPY87,372+713$25,600
ISHARES TR CORE S&P SCP ETF (IJR) 307,355 +43,297 $24,060
     IJR307,355+43,297$24,060
ISHARES TR EAFE SML CP ETF (SCZ) 409,281 -13,530 $23,493
     SCZ409,281-13,530$23,493
ISHARES TR MSCI EMG MKT ETF (EEM) 460,573 +151,027 $19,763
     EEM460,573+151,027$19,763
ISHARES TR MSCI EAFE ETF (EFA) 248,223 +3,565 $16,316
     EFA248,223+3,565$16,316
VANGUARD INDEX FDS REAL ESTATE ETF (VNQ) 138,455 +1,934 $12,101
     VNQ138,455+1,934$12,101
SILICON LABORATORIES INC 114,100 +100,000 $11,798
     SLAB114,100+100,000$11,798
ISHARES TR RUSSELL 2000 ETF (IWM) 56,648 +552 $8,809
     IWM56,648+552$8,809
ISHARES TR CORE S&P MCP ETF (IJH) 42,597 +14,233 $8,275
     IJH42,597+14,233$8,275
VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF (VWO) 181,786 +140,919 $7,731
     VWO181,786+140,919$7,731
ISHARES TR CORE S&P500 ETF (IVV) 23,152 +610 $6,824
     IVV23,152+610$6,824
WISDOMTREE TR ITL HDG QTLY DIV 135,048 +9,976 $4,419
     IHDG135,048+9,976$4,419
ISHARES TR S&P 100 ETF (OEF) 28,510 UNCH $3,695
     OEF28,510UNCH$3,695
VANGUARD INTL EQUITY INDEX GLB EX US ETF (VNQI) 48,144 +314 $2,841
     VNQI48,144+314$2,841
VANECK VECTORS ETF TR GOLD MINERS ETF (GDX) 83,866 UNCH $2,144
     GDX83,866UNCH$2,144
ALIBABA GROUP HLDG LTD 10,862 +873 $1,841
     BABA10,862+873$1,841
EXXON MOBIL CORP 22,750 +22 $1,743
     XOM22,750+22$1,743
APPLE INC 8,593 +279 $1,701
     AAPL8,593+279$1,701
VANGUARD INTL EQUITY INDEX TT WRLD ST ETF (VT) 19,172 +140 $1,441
     VT19,172+140$1,441
AMAZON COM INC 611 +11 $1,157
     AMZN611+11$1,157
HONEYWELL INTL INC 6,532 +27 $1,140
     HON6,532+27$1,140
UNITEDHEALTH GROUP INC 4,385 +300 $1,070
     UNH4,385+300$1,070
DOLLAR GEN CORP 7,592 +22 $1,026
     DG7,592+22$1,026
JPMORGAN CHASE & CO 8,340 +110 $932
     JPM8,340+110$932
EBAY INC 22,950 UNCH $907
     EBAY22,950UNCH$907
GULFPORT ENERGY CORP 184,773 +127,673 $907
     GPOR184,773+127,673$907
MASCO CORP 23,007 +42 $903
     MAS23,007+42$903
PROPETRO HLDG CORP 43,394 +43,394 $898
     PUMP43,394+43,394$898
DOLLAR TREE INC 8,145 UNCH $875
     DLTR8,145UNCH$875
QUEST DIAGNOSTICS INC 8,487 +707 $864
     DGX8,487+707$864
UNILEVER PLC 13,130 UNCH $814
     UL13,130UNCH$814
OMNICOM GROUP INC 9,845 +1,710 $807
     OMC9,845+1,710$807
CERNER CORP 10,820 -1,385 $793
     CERN10,820-1,385$793
ACCENTURE PLC IRELAND SHS CLASS A 4,182 -688 $773
     ACN4,182-688$773
CHUBB LIMITED 5,215 +485 $768
     CB5,215+485$768
VANGUARD TAX MANAGED INTL FTSE DEV MKT ETF (VEA) 18,299 +272 $763
     VEA18,299+272$763
PEPSICO INC 5,720 -635 $750
     PEP5,720-635$750
TJX COS INC 13,580 UNCH $718
     TJX13,580UNCH$718
SMITH & NEPHEW PLC 16,370 +1,060 $713
     SNN16,370+1,060$713
VALERO ENERGY CORP 7,652 +7,652 $655
     VLO7,652+7,652$655
EXPEDITORS INTL WASH INC 8,445 UNCH $641
     EXPD8,445UNCH$641
NUTRIEN LTD 11,660 UNCH $623
     NTR11,660UNCH$623
ISHARES TR MSCI ACWI ETF (ACWI) 8,053 +98 $594
     ACWI8,053+98$594
TE CONNECTIVITY LTD REG SHS 6,195 UNCH $593
     TEL6,195UNCH$593
SCHLUMBERGER LTD 14,225 UNCH $565
     SLB14,225UNCH$565
NICHOLAS FINANCIAL INC 60,000 UNCH $564
     NICK60,000UNCH$564
BANK NEW YORK MELLON CORP 12,704 +129 $561
     BK12,704+129$561
PPG INDS INC 4,760 UNCH $556
     PPG4,760UNCH$556
DOMTAR CORP 12,433 +12,433 $554
     UFS12,433+12,433$554

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

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

Size ($ in 1000's)
At 06/30/2019: $309,012
At 03/31/2019: $260,554

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

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

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

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