AMERICAN ECONOMIC PLANNING GROUP INC /ADV Information

25 INDEPENDENCE BLVD., WARREN, New Jersey, 07059, (908) 757-5600

Report Date: 06/30/2014

Position Statistics

Total Positions 37
New Positions 13
Increased Positions 35
Decreased Positions 2
Positions with Activity 37
Sold Out Positions 1
Total Mkt Value (in $ millions) 274

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.37%
Energy 0.68%
Financial 77.79%
Healthcare 1.29%
Services 0.19%
Technology 0.39%
Transportation
Utilities 0.12%

37 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MERCK & CO INC NEW COM 588 86 17.14 9,753
ISHARES TR CORE US GRW ETF 509 197 63.06 6,669
POWERSHARES ETF TR II S&P500 LOW VOL 502 502 New 14,285
ISHARES TR USA MIN VOL ETF 478 16 3.49 12,511
INTERNATIONAL BUSINESS MACHS COM 443 443 New 2,285
ISHARES GOV/CRED BD ETF 397 190 92.13 3,541
ISHARES TR EAFE MIN VOL ETF 340 340 New 5,331
PUBLIC SVC ENTERPRISE GROUP COM 333 8 2.56 8,817
LILLY ELI & CO COM 280 280 New 4,208
AT&T INC COM 269 269 New 7,661
GENERAL ELECTRIC CO COM 262 262 New 9,982
VERIZON COMMUNICATIONS INC COM 258 258 New 5,186
CHUBB CORP COM 230 230 New 2,482
COCA COLA CO COM 221 221 New 5,296
TRAVELERS COMPANIES INC COM 217 217 New 2,291
PFIZER INC COM 207 207 New 6,756
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD -875 Sold Out 0


Latest News Headlines

View All
Create your free portfolio