HoldingsChannel.com
SVA Wealth Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IEF) 866,646 +20,749 $97,472
     IEF866,646+20,749$97,472
SCHWAB STRATEGIC TR 1,648,453 +1,985 $93,204
     SCHM1,648,453+1,985$93,204
SCHWAB STRATEGIC TR 963,555 -4,114 $68,345
     SCHX963,555-4,114$68,345
WISDOMTREE TR 1,843,626 +25,622 $66,942
     DON1,843,626+25,622$66,942
JP MORGAN EXCHANGE TRADED FD (JPUS) 671,876 +2,447 $51,009
     JPUS671,876+2,447$51,009
VANGUARD STAR FD (VXUS) 909,707 +7,924 $46,995
     VXUS909,707+7,924$46,995
WISDOMTREE TR 1,146,507 -6,319 $40,816
     EES1,146,507-6,319$40,816
APPLE INC 93,174 -512 $20,868
     AAPL93,174-512$20,868
MICROSOFT CORP 142,762 -618 $19,848
     MSFT142,762-618$19,848
VISA INC 86,702 -976 $14,914
     V86,702-976$14,914
BERKSHIRE HATHAWAY INC DEL      $13,289
     BRK.B42,895-564$8,923
     BRK.A14UNCH$4,366
JPMORGAN CHASE & CO 103,068 -424 $12,130
     JPM103,068-424$12,130
SCHWAB STRATEGIC TR 223,970 +900 $12,061
     SCHZ223,970+900$12,061
JOHNSON & JOHNSON 91,758 -286 $11,872
     JNJ91,758-286$11,872
PEPSICO INC 73,081 -845 $10,019
     PEP73,081-845$10,019
VANGUARD INDEX FDS (VUG) 60,216 -888 $10,013
     VUG60,216-888$10,013
VANGUARD INDEX FDS (VOE) 88,127 -1,013 $9,958
     VOE88,127-1,013$9,958
VANGUARD INDEX FDS (VO) 56,798 -459 $9,519
     VO56,798-459$9,519
VANGUARD INDEX FDS (VOT) 63,766 UNCH $9,444
     VOT63,766UNCH$9,444
SCHWAB STRATEGIC TR 133,706 +172 $9,323
     SCHA133,706+172$9,323
VANGUARD INDEX FDS (VTV) 80,469 +1,227 $8,982
     VTV80,469+1,227$8,982
CISCO SYS INC 165,417 -498 $8,173
     CSCO165,417-498$8,173
ALPHABET INC 6,683 +6 $8,161
     GOOGL6,683+6$8,161
PROCTER & GAMBLE CO 63,563 +718 $7,906
     PG63,563+718$7,906
ISHARES TR (IXUS) 136,167 +2,786 $7,865
     IXUS136,167+2,786$7,865
STRYKER CORP 35,956 -6 $7,777
     SYK35,956-6$7,777
SCHWAB STRATEGIC TR 130,252 +8,344 $7,135
     SCHD130,252+8,344$7,135
VANGUARD INDEX FDS (VV) 52,273 -990 $7,126
     VV52,273-990$7,126
FISERV INC 68,512 +2,175 $7,097
     FISV68,512+2,175$7,097
BOOKING HLDGS INC 3,600 -18 $7,065
     BKNG3,600-18$7,065
HONEYWELL INTL INC 39,613 +41 $6,703
     HON39,613+41$6,703
US BANCORP DEL 119,407 -2,542 $6,608
     USB119,407-2,542$6,608
MERCK & CO INC 76,753 +699 $6,461
     MRK76,753+699$6,461
MEDTRONIC PLC 59,081 -498 $6,417
     MDT59,081-498$6,417
MICROCHIP TECHNOLOGY INC 68,288 -2,087 $6,345
     MCHP68,288-2,087$6,345
INTUITIVE SURGICAL INC 11,415 -307 $6,163
     ISRG11,415-307$6,163
CONSTELLATION BRANDS INC 29,247 -703 $6,062
     STZ29,247-703$6,062
PFIZER INC 167,797 -4,117 $6,029
     PFE167,797-4,117$6,029
VANGUARD INDEX FDS (VBK) 32,724 +93 $5,957
     VBK32,724+93$5,957
INTEL CORP 110,053 +8,169 $5,671
     INTC110,053+8,169$5,671
WISDOMTREE TR 189,840 -11,171 $5,196
     DES189,840-11,171$5,196
WALMART INC 43,667 -249 $5,182
     WMT43,667-249$5,182
SELECT SECTOR SPDR TR (XLY) 42,408 -3,424 $5,119
     XLY42,408-3,424$5,119
SSGA ACTIVE ETF TR (TOTL) 100,300 -11 $4,938
     TOTL100,300-11$4,938
DISCOVER FINL SVCS 60,065 -529 $4,871
     DFS60,065-529$4,871
EXXON MOBIL CORP 68,980 -1,156 $4,871
     XOM68,980-1,156$4,871
DISNEY WALT CO 36,435 -76 $4,748
     DIS36,435-76$4,748
DANAHER CORPORATION 32,674 -64 $4,719
     DHR32,674-64$4,719
MASTERCARD INC 17,159 -75 $4,660
     MA17,159-75$4,660
THE CHARLES SCHWAB CORPORATI 109,292 +166 $4,572
     SCHW109,292+166$4,572

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 09/30/2019: $1,019,435
At 06/30/2019: $1,015,626

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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