HoldingsChannel.com
Tlwm Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IWV) 218,670 +2,590 $32,454
     IWV218,670+2,590$32,454
SPDR S&P 500 ETF TR (SPY) 120,850 +478 $31,152
     SPY120,850+478$31,152
ISHARES TR (ACWX) 431,442 -1,159 $16,252
     ACWX431,442-1,159$16,252
ISHARES TR (USMV) 255,792 +229 $13,820
     USMV255,792+229$13,820
ISHARES TR (IBDL) 417,924 -8,309 $10,529
     IBDL417,924-8,309$10,529
INVESCO EXCH TRD SLF IDX FD 467,105 +13,011 $9,794
     BSCL467,105+13,011$9,794
ISHARES TR (IBDO) 386,250 -5,809 $9,680
     IBDO386,250-5,809$9,680
ISHARES TR (IBDQ) 317,544 -8,902 $7,916
     IBDQ317,544-8,902$7,916
SPDR SER TR (BIL) 67,474 +54 $6,180
     BIL67,474+54$6,180
ISHARES TR (IBDS) 241,775 -4,731 $5,925
     IBDS241,775-4,731$5,925
ALIBABA GROUP HLDG LTD 10,000 UNCH $1,945
     BABA10,000UNCH$1,945
ISHARES TR (IBDR) 49,897 -1,459 $1,227
     IBDR49,897-1,459$1,227
ISHARES TR (IBMK) 38,458 UNCH $1,000
     IBMK38,458UNCH$1,000
INVESCO EXCH TRD SLF IDX FD 41,338 +30,189 $867
     BSCK41,338+30,189$867
MICROSOFT CORP 5,283 -2 $833
     MSFT5,283-2$833
APPLE INC 3,165 +70 $809
     AAPL3,165+70$809
INVESCO EXCH TRD SLF IDX FD 39,280 +14,958 $808
     BSCP39,280+14,958$808
AMAZON COM INC 394 +2 $778
     AMZN394+2$778
NORDSTROM INC 50,000 UNCH $767
     JWN50,000UNCH$767
ALPHABET INC 633 +12 $736
     GOOGL633+12$736
WALMART INC 6,151 +63 $701
     WMT6,151+63$701
ISHARES TR (IBML) 26,720 UNCH $685
     IBML26,720UNCH$685
ISHARES TR (IBMI) 26,951 UNCH $683
     IBMI26,951UNCH$683
INVESCO EXCH TRD SLF IDX FD 30,560 +30,560 $634
     BSCN30,560+30,560$634
NICE LTD 4,422 +143 $634
     NICE4,422+143$634
MERCK & CO. INC 8,166 +226 $628
     MRK8,166+226$628
AMGEN INC 3,097 +20 $626
     AMGN3,097+20$626
AT&T INC 19,804 +244 $580
     T19,804+244$580
LOWES COS INC 6,722 +313 $577
     LOW6,722+313$577
LOCKHEED MARTIN CORP 1,618 +30 $543
     LMT1,618+30$543
JPMORGAN CHASE & CO 5,740 +195 $520
     JPM5,740+195$520
FISERV INC 5,138 +24 $490
     FISV5,138+24$490
DUKE ENERGY CORP NEW 5,969 +59 $485
     DUK5,969+59$485
UNITEDHEALTH GROUP INC 1,958 +16 $485
     UNH1,958+16$485
ICON PLC 3,490 +164 $474
     ICLR3,490+164$474
NEWMONT CORP 9,783 +73 $445
     NEM9,783+73$445
MEDTRONIC PLC 4,826 +39 $441
     MDT4,826+39$441
VISA INC 2,729 +57 $441
     V2,729+57$441
HONEYWELL INTL INC 3,220 +140 $430
     HON3,220+140$430
DISNEY WALT CO 4,295 +242 $413
     DIS4,295+242$413
SPDR SER TR (SPLG) 13,204 -2,982 $401
     SPLG13,204-2,982$401
BK OF AMERICA CORP 18,054 +373 $382
     BAC18,054+373$382
CONSTELLATION BRANDS INC 2,640 +114 $374
     STZ2,640+114$374
MCDONALDS CORP 2,215 +43 $363
     MCD2,215+43$363
TRUIST FINL CORP 11,570 +96 $356
     TFC11,570+96$356
HEALTHPEAK PROPERTIES INC 14,683 +664 $353
     PEAK14,683+664$353
MORGAN STANLEY 10,251 -300 $346
     MS10,251-300$346
CHEVRON CORP NEW 4,555 +168 $339
     CVX4,555+168$339
ANALOG DEVICES INC 3,656 +32 $331
     ADI3,656+32$331
DOMINOS PIZZA INC 1,000 UNCH $324
     DPZ1,000UNCH$324

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

See Details: Top 10 Stocks Held By Tlwm

Size ($ in 1000's)
At 03/31/2020: $170,214
At 12/31/2019: $208,074

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

Tlwm Top Holdings 13F Filings | www.HoldingsChannel.com

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