HoldingsChannel.com
SVA Wealth Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SCHWAB U.S. MID CAP ETF (SCHM) 1,646,468 +33,193 $93,997
     SCHM1,646,468+33,193$93,997
ISHARES 7 10 YEAR TREASURY BON (IEF) 845,897 +12,142 $93,066
     IEF845,897+12,142$93,066
SCHWAB U.S. LARGE CAP ETF (SCHX) 967,669 +50,901 $67,921
     SCHX967,669+50,901$67,921
WISDOMTREE U.S. MIDCAP DIVIDEN 1,818,004 +66,165 $65,812
     DON1,818,004+66,165$65,812
JPMORGAN DIVERSIFIED RETURN US 669,429 +11,259 $50,107
     JPUS669,429+11,259$50,107
VANGUARD TOTAL INTERNATIONAL S (VXUS) 901,783 +24,915 $47,569
     VXUS901,783+24,915$47,569
WISDOMTREE U.S. SMALLCAP EARNI 1,152,826 +22,071 $41,363
     EES1,152,826+22,071$41,363
MICROSOFT CORP COM 143,380 -20,398 $19,207
     MSFT143,380-20,398$19,207
APPLE INC COM 93,686 -11,807 $18,542
     AAPL93,686-11,807$18,542
VISA INC 87,678 -22,118 $15,217
     V87,678-22,118$15,217
BERKSHIRE HATHAWAY INC CL B      $13,721
     BRK.B43,459-7,730$9,264
     BRK.A14UNCH$4,457
JOHNSON & JOHNSON 92,044 -13,366 $12,820
     JNJ92,044-13,366$12,820
SCHWAB U.S. AGGREGATE BOND ETF (SCHZ) 223,070 +23,730 $11,823
     SCHZ223,070+23,730$11,823
JPMORGAN CHASE & CO 103,492 -13,906 $11,570
     JPM103,492-13,906$11,570
VANGUARD GROWTH ETF (VUG) 61,104 -298 $9,984
     VUG61,104-298$9,984
VANGUARD INDEX FDS MCAP VL IDX (VOE) 89,140 -2,495 $9,925
     VOE89,140-2,495$9,925
PEPSICO INC COM 73,926 -13,089 $9,694
     PEP73,926-13,089$9,694
VANGUARD MID CAP INDEX ETF (VO) 57,257 -1,274 $9,571
     VO57,257-1,274$9,571
SCHWAB US SMALL CAP ETF (SCHA) 133,534 -5,314 $9,545
     SCHA133,534-5,314$9,545
VANGUARD MID CAP GROWTH ETF (VOT) 63,766 -2,396 $9,521
     VOT63,766-2,396$9,521
CISCO SYS INC COM 165,915 -7,470 $9,081
     CSCO165,915-7,470$9,081
VANGUARD VALUE ETF (VTV) 79,242 -2,197 $8,789
     VTV79,242-2,197$8,789
ISHARES CORE MSCI TOTAL INTL S (IXUS) 133,381 -864 $7,821
     IXUS133,381-864$7,821
PFIZER INC 171,914 -2,685 $7,447
     PFE171,914-2,685$7,447
STRYKER CORP 35,962 -6,266 $7,393
     SYK35,962-6,266$7,393
ALPHABET INC CL A 6,677 -1,110 $7,230
     GOOGL6,677-1,110$7,230
VANGUARD LARGE CAP INDEX FUND (VV) 53,263 -842 $7,176
     VV53,263-842$7,176
HONEYWELL INTL INC COM 39,572 -8,282 $6,909
     HON39,572-8,282$6,909
PROCTER AND GAMBLE CO COM 62,845 -5,029 $6,891
     PG62,845-5,029$6,891
BOOKING HOLDINGS INC 3,618 -957 $6,783
     BKNG3,618-957$6,783
SCHWAB U.S. DIVIDEND EQUITY ET 121,908 -4,486 $6,470
     SCHD121,908-4,486$6,470
US BANCORP 121,949 -49,671 $6,390
     USB121,949-49,671$6,390
MERCK & CO INC 76,054 -3,453 $6,377
     MRK76,054-3,453$6,377
INTUITIVE SURGICAL INC 11,722 -3,855 $6,149
     ISRG11,722-3,855$6,149
MICROCHIP TECHNOLOGY INC 70,375 -24,248 $6,102
     MCHP70,375-24,248$6,102
VANGUARD SMALL CAP GROWTH INDE (VBK) 32,631 -666 $6,076
     VBK32,631-666$6,076
FISERV INC 66,337 -17,937 $6,047
     FISV66,337-17,937$6,047
CONSTELLATION BRANDS INC 29,950 -11,234 $5,898
     STZ29,950-11,234$5,898
MEDTRONIC PLC 59,579 -16,044 $5,802
     MDT59,579-16,044$5,802
CONSUMER DISCRETIONARY SELECT 45,832 +80 $5,463
     XLY45,832+80$5,463
WISDOMTREE US SMALLCAP DIVIDEN 201,011 -18,772 $5,449
     DES201,011-18,772$5,449
EXXON MOBIL CORP 70,136 -5,531 $5,375
     XOM70,136-5,531$5,375
NESTLE S A SPONSORED ADR 51,109 -1,605 $5,285
     NSRGY51,109-1,605$5,285
WALT DISNEY CO 36,511 -12,720 $5,098
     DIS36,511-12,720$5,098
CHEVRON CORP 39,944 -1,408 $4,971
     CVX39,944-1,408$4,971
SPDR DOUBLELINE TOT RET TACT E (TOTL) 100,311 +2,514 $4,922
     TOTL100,311+2,514$4,922
INTEL CORP COM 101,884 -1,532 $4,877
     INTC101,884-1,532$4,877
WALMART INC 43,916 -1,514 $4,852
     WMT43,916-1,514$4,852
DISCOVER FINANCIAL SERVICES 60,594 -20,009 $4,701
     DFS60,594-20,009$4,701
DANAHER CORP 32,738 -9,964 $4,679
     DHR32,738-9,964$4,679

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 06/30/2019: $1,015,626
At 03/31/2019: $1,034,709

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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