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Stock Style
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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
53
2
6
1
3
0
38
5
5
SVA PLUMB WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings207

Total Value ($x1000)889,238
Activities
New9

Increased74

Unchanged24

Decreased100

Sold Out14

Top 10 Stock Holdingstotal 45.11%
IEF9.2

SCHM8.64

SCHX5.72

JPUS4.62

DON3.98

 
VXUS3.81

EES3.79

AAPL1.88

MSFT1.86

V1.61

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEF
9.2%
7-10 Y TR BD ETF
SCHM
8.64%
US MID-CAP ETF
SCHX
5.72%
US LRG CAP ETF
JPUS
4.62%
F JPMORGAN DIVER
DON
3.98%
MIDCAP DIVI FD
VXUS
3.81%
VG TL INTL STK F
EES
3.79%
SMLCAP EARN FD
AAPL
1.88%
COM
MSFT
1.86%
COM
V
1.61%
COM CL A
JNJ
1.51%
COM
SCHA
1.26%
US SML CAP ETF
JPM
1.25%
COM
BRK.B
1.13%
CL B NEW
PEP
1.08%
COM
SCHZ
1.04%
US AGGREGATE B
VOE
1%
MCAP VL IDXVIP
VUG
0.99%
GROWTH ETF
VO
0.94%
MID CAP ETF
VTV
0.92%
VALUE ETF
VOT
0.91%
MCAP GR IDXVIP
BKNG
0.86%
COM
GOOGL
0.85%
CAP STK CL A
PFE
0.84%
COM
CSCO
0.83%
COM
ISRG
0.82%
COM NEW
USB
0.82%
COM NEW
IXUS
0.79%
CORE MSCITOTAL
QCOM
0.76%
COM
STZ
0.75%
CL A
SYK
0.75%
COM
MDT
0.74%
SHS
MCHP
0.74%
COM
VV
0.73%
LARGE CAP ETF
SCHD
0.72%
US DIVIDEND EQ
PG
0.71%
COM
MRK
0.7%
COM
FISV
0.7%
COM
MMM
0.67%
COM
TOTL
0.65%
SPDR TR TACTIC
HON
0.64%
COM
DES
0.62%
SMALLCAP DIVID
VBK
0.57%
SML CP GRW ETF
DIS
0.57%
COM DISNEY
SCHW
0.56%
COM
XLY
0.56%
SBI CONS DISCR
XOM
0.56%
COM
VSS
0.54%
FTSE SMCAP ETF
GOOG
0.53%
CAP STK CL C
DFS
0.53%
COM
PSX
0.53%
COM
FNDF
0.51%
SCHWB FDT INT LG
CVX
0.49%
COM
AMGN
0.49%
COM
INTC
0.48%
COM
BRK.A
0.48%
CL A
NSRGY
0.48%
COM
MA
0.46%
CL A
WMT
0.45%
COM
VZ
0.4%
COM
DHR
0.39%
COM
WEX
0.38%
COM
SCHR
0.37%
INTRM TRM TRES
RHI
0.36%
COM
BOND
0.35%
TOTL RETN ETF
UPS
0.35%
CL B
WBA
0.34%
COM
SCHF
0.34%
INTL EQTY ETF
VOO
0.34%
SHS
PYPL
0.33%
COM
CWI
0.33%
MSCI ACWI EXUS
TJX
0.33%
COM
GWRE
0.33%
COM
AGG
0.33%
CORE TOTUSBD ETF
SYF
0.33%
COM
LMT
0.32%
COM
COST
0.31%
COM
NFLT
0.3%
VIRTUS NEWFLEET
HD
0.3%
COM
AEP
0.29%
COM
EXAS
0.29%
COM
VFC
0.27%
COM
VNQ
0.27%
REIT ETF
PNC
0.26%
COM
KO
0.26%
COM
FIS
0.26%
COM
EMR
0.25%
COM
AXP
0.25%
COM
IJH
0.25%
CORE S&P MCP ETF
TROW
0.24%
COM
MCD
0.22%
COM
SNA
0.21%
COM
ABT
0.21%
COM
GILD
0.2%
COM
SCHO
0.19%
SHT TM US TRES
FB
0.18%
CL A
ADI
0.17%
COM
VYM
0.17%
HIGH DIV YLD
IJR
0.17%
CORE S&P SCP ETF
SCHG
0.16%
US LCAP GR ETF
AMZN
0.15%
COM
SYY
0.15%
COM
DWDP
0.15%
COM
VEU
0.15%
ALLWRLD EX US
T
0.15%
COM
SCHE
0.15%
EMRG MKTEQ ETF
VIGI
0.15%
INTL DVD ETF
VBR
0.15%
SM CP VAL ETF
IVV
0.15%
CORE S&P500 ETF
KSU
0.14%
COM NEW
VB
0.14%
SMALL CP ETF
FDC
0.13%
CL A
ASBC
0.13%
COM
C
0.12%
COM NEW
SLB
0.12%
COM
CBRL
0.12%
COM
XLU
0.12%
SBI INT-UTILS
SPY
0.11%
TR UNIT
ABBV
0.11%
COM
PXF
0.11%
FTSE RAFI DEV
IWO
0.1%
RUS 2000 GRW ETF
IWS
0.09%
RUS MDCP VAL ETF
TENCENT ...
0.09%
FGN
SCHB
0.09%
US BRD MKT ETF
BNDX
0.09%
INTL BD IDX ETF
RTN
0.09%
COM NEW
GOLDMAN ...
0.09%
PFD
CAH
0.08%
COM
MDLZ
0.08%
CL A
VTI
0.08%
TOTAL STK MKT
MGEE
0.08%
COM
MDY
0.08%
UTSER1 S&PDCRP
BBT
0.07%
COM
1/100 BE...
0.07%
COM
XLC
0.07%
COMMUNICATION
SHW
0.07%
COM
UNH
0.07%
COM
ADP
0.06%
COM
BA
0.06%
COM
MO
0.06%
COM
HYS
0.06%
0-5 HIGH YIELD
ENB
0.06%
COM
FNDA
0.06%
SCHWAB FDT US SC
PM
0.06%
COM
EFG
0.06%
EAFE GRWTH ETF
BUD
0.06%
SPONSORED ADR
LNT
0.06%
COM
SCZ
0.06%
EAFE SML CP ETF
EFAV
0.06%
EAFE MIN VOL ETF
VIG
0.06%
DIV APP ETF
BAC
0.05%
COM
BMY
0.05%
COM
EZM
0.05%
MDCP EARN FUND
BIIB
0.05%
COM
IJK
0.05%
S&P MC 400GR ETF
IUSB
0.05%
CORE TL USD BD
BMO
0.05%
COM
ORCL
0.05%
COM
PRFZ
0.05%
FTSE RAFI 1500
LLY
0.04%
COM
NPK
0.04%
COM
GS
0.04%
COM
WEC
0.04%
COM
CAT
0.04%
COM
LIN
0.04%
COM
DUK
0.04%
COM NEW
COP
0.04%
COM
IWP
0.04%
RUS MD CP GR ETF
NOC
0.04%
COM
KMB
0.04%
COM
NEE
0.04%
COM
QQQ
0.04%
UNIT SER 1
PRF
0.04%
FTSE RAFI 1000
VCSH
0.04%
SHRT TRM CORP BD
WWD
0.04%
COM
IWF
0.03%
RUS 1000 GRW ETF
HDV
0.03%
HIGH DIVIDND ETF
EFA
0.03%
MSCI EAFE ETF
ONB
0.03%
COM
FOXA
0.03%
CL A
XLNX
0.03%
COM
CMCSA
0.03%
CL A
PXH
0.03%
FTSE RAFI EMNG
WFC
0.03%
COM
UNP
0.03%
COM
IBM
0.03%
COM
PH
0.03%
COM
BND
0.03%
TOTAL BND MRKT
WM
0.03%
COM
DEO
0.03%
SPON ADR NEW
ITW
0.03%
COM
IWD
0.03%
RUS 1000 VAL ETF
CTSH
0.03%
CL A
BAX
0.03%
COM
ALGN
0.02%
COM
SDY
0.02%
S&P DIVID ETF
VGT
0.02%
INF TECH ETF
ADBE
0.02%
COM
SBUX
0.02%
COM
NGG
0.02%
SPONSORED ADR NE
TAT
0.02%
SHS NEW
GE
0.01%
COM
MTG
0.01%
COM
IMMY
0.01%
COM NEW
GERN
0.01%
COM
DEWMAR I...
< 0.01%
COM
GM 6.75 ...
< 0.01%
PFD
YUMC
0.26%
COM
PX
0.12%
COM
IWM
0.06%
RUSSELL 2000 ETF
EFV
0.04%
EAFE VALUE ETF
FT UNIT ...
0.03%
COM
NVDA
0.03%
COM
UTX
0.03%
COM
LUV
0.03%
COM
ACN
0.02%
SHS CLASS A
DWM
0.02%
DEFA FD
TXN
0.02%
COM
MSI
0.02%
COM NEW
KMPR
0.02%
COM
ALL
0.02%
COM