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| Name: |
Wealth Management Partners LLC |
| City: |
TUCSON |
| State: |
AZ |
| Zip: |
85718 |
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data |
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| Holdings
Found :
12 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
V |
Visa Inc |
37 |
- |
$280.74 |
$1,219,000 |
4,366 |
0.62% |
82,000 |
0 |
0 |
Business Services |
|
|
DSI |
iShares KLD 400 Social Index |
41 |
- |
$99.16 |
$1,112,000 |
11,033 |
0.56% |
107,000 |
0 |
0.006 |
Closed - End Fund - E... |
|
|
VIG |
Vanguard Dividend Appreciat... |
71 |
- |
$181.14 |
$489,000 |
2,677 |
0.25% |
33,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
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RSG |
Republic Services Inc |
77 |
- |
$189.24 |
$441,000 |
2,305 |
0.22% |
61,000 |
0 |
0.001 |
Waste Management |
|
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WM |
Waste Management Inc |
78 |
- |
$211.49 |
$438,000 |
2,055 |
0.22% |
70,000 |
0 |
0 |
Waste Management |
|
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IWD |
iShares Russell 1000 Value |
91 |
- |
$176.89 |
$320,000 |
1,788 |
0.16% |
25,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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VTI |
Vanguard Total Stock Market... |
95 |
- |
$258.05 |
$295,000 |
1,134 |
0.15% |
26,000 |
0 |
0 |
Closed - End Fund - E... |
|
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AXP |
American Express Co |
96 |
- |
$242.30 |
$278,000 |
1,219 |
0.14% |
50,000 |
0 |
0 |
Credit Services |
|
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ITW |
Illinois Tool Works Inc |
99 |
- |
$250.33 |
$268,000 |
1,000 |
0.14% |
6,000 |
0 |
0 |
Diversified Machinery |
|
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BDX |
Becton Dickinson & Co |
98 |
- |
$235.67 |
$268,000 |
1,085 |
0.14% |
3,000 |
0 |
0.001 |
Medical Instruments &... |
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ABT |
Abbott Laboratories |
101 |
- |
$104.74 |
$251,000 |
2,205 |
0.13% |
8,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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UNP |
Union Pacific Corp |
103 |
- |
$247.40 |
$248,000 |
1,009 |
0.13% |
0 |
0 |
0 |
Railroads |
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