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GWM ADVISORS LLC Information

6300 CORPORATE BLVD, SUITE 120, BATON ROUGE, Louisiana, 70809, (225) 930-4677

Report Date: 03/31/2019

Position Statistics

Total Positions 724
New Positions 98
Increased Positions 416
Decreased Positions 277
Positions with Activity 693
Sold Out Positions 54
Total Mkt Value (in $ millions) 1,592

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

Sector Weighting

Energy 2.03%
Basic Materials 2.09%
Industrials 6.49%
Consumer Cyclicals 4.92%
Consumer Non-Cyclicals 4.45%
Financials 50.09%
Healthcare 5.24%
Technology 11.01%
Telecommunication Services 0.73%
Utilities 4.98%

724 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P500 ETF 51,605 9,818 23.50 174,771
SPDR S&P 500 ETF TR TR UNIT 36,831 -2,303 (5.89) 125,429
VANGUARD INDEX FDS S&P 500 ETF SHS 33,209 1,350 4.24 122,515
MICROSOFT CORP COM 27,977 2,837 11.29 203,052
APPLE INC COM 24,843 2,144 9.45 125,102
JPMORGAN CHASE & CO COM 21,858 2,902 15.31 201,156
HOME DEPOT INC COM 21,438 2,464 12.99 104,322
CISCO SYS INC COM 19,919 1,459 7.90 348,348
BOEING CO COM 18,013 2,203 13.94 48,164
NEXTERA ENERGY INC COM 17,661 1,748 10.98 84,827
AMERICAN TOWER CORP NEW COM 17,595 1,073 6.49 82,007
ISHARES TR CORE US AGGBD ET 17,543 -2,583 (12.83) 157,589
VANGUARD INDEX FDS VALUE ETF 16,826 -2,058 (10.9) 150,929
ACCENTURE PLC IRELAND SHS CLASS A 16,615 1,421 9.35 89,274
ECOLAB INC COM 16,373 1,541 10.39 85,435
ISHARES TR MIN VOL USA ETF 16,236 5,599 52.63 260,528
CMS ENERGY CORP COM 15,899 1,438 9.95 269,381
WEC ENERGY GROUP INC COM 15,695 1,245 8.61 184,081
UNION PACIFIC CORP COM 15,226 1,461 10.61 91,038
TEXAS INSTRS INC COM 15,063 1,389 10.16 133,619