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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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46
5
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20
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1
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT

Time Period2019-06-30

Total Holdings132

Total Value ($x1000)310,161
Activities
New6

Increased19

Unchanged40

Decreased67

Sold Out4

Top 10 Stock Holdingstotal 57.41%
SPY25.81

PG5.54

AGG4.31

BRK.A4.11

FLOT3.52

 
ABT3.24

ABBV2.93

CSJ2.81

ACWI2.77

QCOM2.37

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
25.81%
TR UNIT
PG
5.54%
COM
AGG
4.31%
CORE TOTUSBD ETF
BRK.A
4.11%
CL A
FLOT
3.52%
FLTG RATE BD ETF
ABT
3.24%
COM
ABBV
2.93%
COM
CSJ
2.81%
1-3 YR CR BD ETF
ACWI
2.77%
MSCI ACWI ETF
QCOM
2.37%
COM
EFA
2.22%
MSCI EAFE ETF
KO
1.78%
COM
XLU
1.72%
SBI INT-UTILS
AAPL
1.54%
COM
XLP
1.37%
SBI CONS STPLS
MDY
1.37%
UTSER1 S&PDCRP
IJR
1.27%
CORE S&P SCP ETF
SHYG
1.13%
0-5YR HI YL CP
XLE
1.06%
SBI INT-ENERGY
VRIG
1.03%
VAR RATE INVT
XOM
1%
COM
EEM
0.9%
MSCI EMG MKT ETF
SDY
0.88%
S&P DIVID ETF
JNJ
0.79%
COM
PFE
0.71%
COM
IVV
0.69%
CORE S&P500 ETF
CVX
0.67%
COM
MRK
0.59%
COM
DVY
0.58%
SELECT DIVID ETF
MSFT
0.57%
COM
IBM
0.53%
COM
SHY
0.49%
1-3 YR TR BD ETF
CSCO
0.48%
COM
HUBB
0.41%
COM
INTC
0.41%
COM
WMT
0.4%
COM
TGT
0.4%
COM
AME
0.39%
COM
IWM
0.38%
RUSSELL 2000 ETF
AMZN
0.37%
COM
T
0.37%
COM
MCD
0.36%
COM
UPS
0.36%
CL B
VZ
0.35%
COM
DUK
0.33%
COM NEW
SDOG
0.33%
SECTR DIV DOGS
UNP
0.32%
COM
CNP
0.32%
COM
FB
0.32%
CL A
XLK
0.3%
TECHNOLOGY
PGX
0.3%
PFD ETF
BMY
0.3%
COM
RWX
0.28%
DJ INTL RL ETF
BA
0.28%
COM
KMB
0.28%
COM
VRP
0.27%
VAR RATE PFD
IWB
0.26%
RUS 1000 ETF
IEI
0.26%
3-7 YR TR BD ETF
PFF
0.26%
U.S. PFD STK ETF
MO
0.26%
COM
PM
0.26%
COM
GM
0.26%
COM
PEP
0.25%
COM
FGD
0.25%
DJ GLBL DIVID
FDL
0.25%
SHS
WY
0.25%
COM
HD
0.23%
COM
IYR
0.23%
U.S. REAL ES ETF
ADM
0.23%
COM
GILD
0.23%
COM
IP
0.22%
COM
GE
0.22%
COM
GLD
0.21%
GOLD SHS
VNQ
0.21%
REIT ETF
JPM
0.21%
COM
MDLZ
0.21%
CL A
QQQ
0.21%
UNIT SER 1
RSP
0.19%
S&P500 EQL WGT
CAT
0.18%
COM
ORCL
0.18%
COM
MMM
0.18%
COM
ETN
0.18%
SHS
IJH
0.18%
CORE S&P MCP ETF
CCL
0.17%
PAIRED CTF
BKLN
0.17%
SR LN ETF
NSC
0.17%
COM
IDV
0.16%
INTL SEL DIV ETF
IVE
0.16%
S&P 500 VAL ETF
DD
0.16%
COM
LQD
0.16%
IBOXX INV CP ETF
ED
0.15%
COM
AEE
0.15%
COM
ADP
0.15%
COM
AEP
0.14%
COM
PFG
0.14%
COM
RTN
0.13%
COM NEW
AXP
0.13%
COM
XLV
0.13%
SBI HEALTHCARE
KR
0.13%
COM
IWO
0.12%
RUS 2000 GRW ETF
OXY
0.12%
COM
HRB
0.12%
COM
TIP
0.12%
TIPS BD ETF
DIA
0.12%
UT SER 1
IVW
0.12%
S&P 500 GRWT ETF
USB
0.11%
COM NEW
AMLP
0.11%
ALERIAN MLP
DIS
0.11%
COM DISNEY
HON
0.11%
COM
SPHD
0.11%
S&P500 HDL VOL
BAX
0.11%
COM
DOW
0.1%
COM
LLY
0.1%
COM
WDC
0.09%
COM
BRK.B
0.09%
CL B NEW
HTLD
0.09%
COM
RDS/A
0.09%
SPONS ADR A
AMU
0.09%
ETRAC ALER MLP
SPGI
0.09%
COM
PEG
0.08%
COM
NFLX
0.08%
COM
MCHP
0.08%
COM
CLX
0.08%
COM
BP
0.07%
SPONSORED ADR
WBA
0.07%
COM
EMR
0.07%
COM
BAB
0.07%
TAXABLE MUN BD
SPLV
0.07%
S&P500 LOW VOL
CMCSA
0.07%
CL A
MOO
0.06%
AGRIBUSINESS ETF
IAU
0.05%
ISHARES
AXAS
0.01%
COM
IEMG
1.31%
CORE MSCI EMKT
DWDP
0.34%
COM
PPL
0.07%
COM
XLI
0.06%
SBI INT-INDS