HoldingsChannel.com
SVA Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 1,650,449 +1,996 $99,274
     SCHM1,650,449+1,996$99,274
ISHARES TR (IEF) 890,012 +23,366 $98,097
     IEF890,012+23,366$98,097
SCHWAB STRATEGIC TR 983,145 +19,590 $75,515
     SCHX983,145+19,590$75,515
WISDOMTREE TR 1,876,771 +33,145 $71,392
     DON1,876,771+33,145$71,392
JP MORGAN EXCHANGE TRADED FD (JPUS) 674,802 +2,926 $53,755
     JPUS674,802+2,926$53,755
VANGUARD STAR FD (VXUS) 886,904 -22,803 $49,392
     VXUS886,904-22,803$49,392
WISDOMTREE TR 1,166,010 +19,503 $44,833
     EES1,166,010+19,503$44,833
APPLE INC 93,377 +203 $27,420
     AAPL93,377+203$27,420
MICROSOFT CORP 140,054 -2,708 $22,086
     MSFT140,054-2,708$22,086
VISA INC 85,148 -1,554 $15,999
     V85,148-1,554$15,999
JPMORGAN CHASE & CO 101,291 -1,777 $14,120
     JPM101,291-1,777$14,120
BERKSHIRE HATHAWAY INC DEL      $14,013
     BRK.B40,880-2,015$9,259
     BRK.A14UNCH$4,754
JOHNSON & JOHNSON 88,558 -3,200 $12,918
     JNJ88,558-3,200$12,918
SCHWAB STRATEGIC TR 240,722 +16,752 $12,862
     SCHZ240,722+16,752$12,862
ISHARES TR (IXUS) 176,464 +40,297 $10,923
     IXUS176,464+40,297$10,923
VANGUARD INDEX FDS (VUG) 59,744 -472 $10,884
     VUG59,744-472$10,884
VANGUARD INDEX FDS (VOE) 87,323 -804 $10,408
     VOE87,323-804$10,408
SCHWAB STRATEGIC TR 136,493 +2,787 $10,324
     SCHA136,493+2,787$10,324
VANGUARD INDEX FDS (VOT) 64,265 +499 $10,204
     VOT64,265+499$10,204
VANGUARD INDEX FDS (VO) 57,221 +423 $10,196
     VO57,221+423$10,196
PEPSICO INC 73,925 +844 $10,103
     PEP73,925+844$10,103
VANGUARD INDEX FDS (VTV) 76,226 -4,243 $9,136
     VTV76,226-4,243$9,136
ALPHABET INC 6,778 +95 $9,078
     GOOGL6,778+95$9,078
CISCO SYS INC 165,432 +15 $7,934
     CSCO165,432+15$7,934
VANGUARD INDEX FDS (VV) 53,184 +911 $7,863
     VV53,184+911$7,863
PROCTER & GAMBLE CO 62,761 -802 $7,839
     PG62,761-802$7,839
FISERV INC 67,161 -1,351 $7,766
     FISV67,161-1,351$7,766
SCHWAB STRATEGIC TR 129,636 -616 $7,509
     SCHD129,636-616$7,509
STRYKER CORP 35,549 -407 $7,463
     SYK35,549-407$7,463
BOOKING HLDGS INC 3,583 -17 $7,359
     BKNG3,583-17$7,359
US BANCORP DEL 120,324 +917 $7,134
     USB120,324+917$7,134
HONEYWELL INTL INC 39,646 +33 $7,017
     HON39,646+33$7,017
MERCK & CO INC 76,493 -260 $6,957
     MRK76,493-260$6,957
MICROCHIP TECHNOLOGY INC 64,645 -3,643 $6,770
     MCHP64,645-3,643$6,770
INTEL CORP 111,272 +1,219 $6,660
     INTC111,272+1,219$6,660
INTUITIVE SURGICAL INC 11,132 -283 $6,581
     ISRG11,132-283$6,581
MEDTRONIC PLC 57,402 -1,679 $6,512
     MDT57,402-1,679$6,512
VANGUARD INDEX FDS (VBK) 32,675 -49 $6,493
     VBK32,675-49$6,493
PFIZER INC 156,811 -10,986 $6,144
     PFE156,811-10,986$6,144
SSGA ACTIVE ETF TR (TOTL) 116,173 +15,873 $5,691
     TOTL116,173+15,873$5,691
AMGEN INC 22,993 +34 $5,543
     AMGN22,993+34$5,543
CONSTELLATION BRANDS INC 28,490 -757 $5,406
     STZ28,490-757$5,406
DISNEY WALT CO 36,215 -220 $5,238
     DIS36,215-220$5,238
SELECT SECTOR SPDR TR (XLY) 41,650 -758 $5,224
     XLY41,650-758$5,224
THE CHARLES SCHWAB CORPORATI 106,469 -2,823 $5,064
     SCHW106,469-2,823$5,064
WALMART INC 42,595 -1,072 $5,062
     WMT42,595-1,072$5,062
DANAHER CORPORATION 32,487 -187 $4,986
     DHR32,487-187$4,986
PHILLIPS 66 44,371 +292 $4,943
     PSX44,371+292$4,943
DISCOVER FINL SVCS 56,939 -3,126 $4,830
     DFS56,939-3,126$4,830
SCHWAB STRATEGIC TR 142,701 +9,349 $4,799
     SCHF142,701+9,349$4,799

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

See Details: Top 10 Stocks Held By SVA Wealth Management LLC

Size ($ in 1000's)
At 12/31/2019: $1,090,928
At 09/30/2019: $1,019,435

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

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

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