News + Filings Holdings
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Independent Portfolio Consultants, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Apple Inc.
| AAPL | Common | 37,545 | -2,929 | 5,407,000 | -407,000 | 2.24 | 0.00 |
Hist
| 06/30/2017 |
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AMAZON COM INC
| AMZN | Common | 4,550 | -522 | 4,404,000 | -93,000 | 1.83 | 0.00 |
Hist
| 06/30/2017 |
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Meta Platforms, Inc.
| FB | Common | 22,983 | -5,378 | 3,470,000 | -559,000 | 1.44 | |
Hist
| 06/30/2017 |
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JPMORGAN CHASE & CO
| JPM | Common | 36,229 | 290 | 3,311,000 | 154,000 | 1.37 | 0.00 |
Hist
| 06/30/2017 |
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CITIGROUP INC
| C | COM | 47,749 | 23,272 | 3,193,000 | 1,729,000 | 1.32 | 0.00 |
Hist
| 06/30/2017 |
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LENNAR CORP /NEW/
| LEN | CL A | 57,374 | 27,149 | 3,059,000 | 1,512,000 | 1.27 | |
Hist
| 06/30/2017 |
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GOLDMAN SACHS GROUP INC
| GS | Common | 13,413 | 4,042 | 2,976,000 | 823,000 | 1.23 | 0.00 |
Hist
| 06/30/2017 |
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BANK OF AMERICA CORP /DE/
| BAC | Common | 120,829 | 44,018 | 2,931,000 | 1,119,000 | 1.22 | 0.00 |
Hist
| 06/30/2017 |
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Polaris Inc.
| PII | Common | 29,883 | -7,022 | 2,756,000 | -337,000 | 1.14 | 0.05 |
Hist
| 06/30/2017 |
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Alphabet Inc.
| GOOGL | COM | 2,883 | -238 | 2,680,000 | 34,000 | 1.11 | |
Hist
| 06/30/2017 |
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iSHARES TRUST
| GVI | Common | 19,878 | -2,384 | 2,200,000 | -253,000 | 0.91 | |
Hist
| 06/30/2017 |
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AMGEN INC
| AMGN | Common | 10,821 | -442 | 1,864,000 | 16,000 | 0.77 | 0.00 |
Hist
| 06/30/2017 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 7,529 | -872 | 1,821,000 | -159,000 | 0.76 | |
Hist
| 06/30/2017 |
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AFFILIATED MANAGERS GROUP, INC.
| AMG | Common | 10,694 | 5,479 | 1,774,000 | 919,000 | 0.74 | 0.02 |
Hist
| 06/30/2017 |
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MORGAN STANLEY
| MS | Common | 38,784 | 15,165 | 1,728,000 | 716,000 | 0.72 | 0.00 |
Hist
| 06/30/2017 |
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Shell plc
| RDS.B | ADR | 31,620 | -9,627 | 1,721,000 | -582,000 | 0.71 | |
Hist
| 06/30/2017 |
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Alphabet Inc.
| GOOG | COM | 1,818 | -1 | 1,652,000 | 143,000 | 0.69 | 0.00 |
Hist
| 06/30/2017 |
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TEMPUR SEALY INTERNATIONAL, INC.
| TPX | Common | 30,021 | -939 | 1,603,000 | 165,000 | 0.66 | 0.06 |
Hist
| 06/30/2017 |
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AMERICAN TOWER CORP /MA/
| AMT | COM | 11,687 | -1,675 | 1,546,000 | -78,000 | 0.64 | 0.00 |
Hist
| 06/30/2017 |
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GENERAL ELECTRIC CO
| GE | Common | 56,452 | 22,599 | 1,525,000 | 516,000 | 0.63 | 0.00 |
Hist
| 06/30/2017 |
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RAYTHEON TECHNOLOGIES CORP
| UTX | Common | 12,051 | -630 | 1,472,000 | 49,000 | 0.61 | 0.00 |
Hist
| 06/30/2017 |
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iSHARES TRUST
| EWT | Common | 40,647 | -14,086 | 1,454,000 | -365,000 | 0.60 | |
Hist
| 06/30/2017 |
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BURLINGTON RESOURCES INC
| BR | Common | 19,245 | -13,535 | 1,454,000 | -773,000 | 0.60 | |
Hist
| 06/30/2017 |
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Allergan plc
| AGN | SHS | 5,961 | 4,320 | 1,449,000 | 1,057,000 | 0.60 | 0.00 |
Hist
| 06/30/2017 |
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CISCO SYSTEMS, INC.
| CSCO | Common | 45,660 | -5,040 | 1,429,000 | -285,000 | 0.59 | 0.00 |
Hist
| 06/30/2017 |
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UNITED BANKSHARES INC/WV
| UBSI | COM | 35,754 | 18,109 | 1,402,000 | 656,000 | 0.58 | 0.03 |
Hist
| 06/30/2017 |
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iSHARES TRUST
| IXG | Common | 21,919 | -9,391 | 1,384,000 | -523,000 | 0.57 | |
Hist
| 06/30/2017 |
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UNION PACIFIC CORP
| UNP | Common | 12,691 | -154 | 1,382,000 | 21,000 | 0.57 | 0.00 |
Hist
| 06/30/2017 |
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SELECTIVE INSURANCE GROUP INC
| SIGI | Common | 27,132 | -2,663 | 1,358,000 | -47,000 | 0.56 | 0.05 |
Hist
| 06/30/2017 |
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VISA INC.
| V | CL A | 14,214 | 1,392 | 1,333,000 | 194,000 | 0.55 | |
Hist
| 06/30/2017 |
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GILEAD SCIENCES, INC.
| GILD | Common | 18,230 | 9,173 | 1,290,000 | 675,000 | 0.54 | 0.00 |
Hist
| 06/30/2017 |
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CHEVRON CORP
| CVX | Common | 12,198 | -2,769 | 1,273,000 | -334,000 | 0.53 | 0.00 |
Hist
| 06/30/2017 |
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Merck & Co., Inc.
| MRK | COM | 18,334 | -1,240 | 1,175,000 | -69,000 | 0.49 | 0.00 |
Hist
| 06/30/2017 |
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LITTELFUSE INC /DE
| LFUS | Common | 6,977 | -3,417 | 1,151,000 | -511,000 | 0.48 | 0.03 |
Hist
| 06/30/2017 |
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Kolli Sreelakshmi
| SHM | ETF | 23,591 | 23,591 | 1,144,000 | 1,144,000 | 0.47 | |
Hist
| 06/30/2017 |
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