Quantcast

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) 1,607

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

Sector Weighting

Energy 2%
Basic Materials 2.15%
Industrials 6.44%
Consumer Cyclicals 4.99%
Consumer Non-Cyclicals 4.47%
Financials 50.16%
Healthcare 5.07%
Technology 11.17%
Telecommunication Services 0.71%
Utilities 4.92%

416 INCREASED 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 52,239 9,939 23.50 174,771
VANGUARD INDEX FDS S&P 500 ETF SHS 33,440 1,359 4.24 122,515
MICROSOFT CORP COM 27,741 2,814 11.29 203,052
APPLE INC COM 25,344 2,188 9.45 125,102
JPMORGAN CHASE & CO COM 22,839 3,032 15.31 201,156
HOME DEPOT INC COM 22,225 2,555 12.99 104,322
CISCO SYS INC COM 19,981 1,464 7.90 348,348
BOEING CO COM 18,175 2,223 13.94 48,164
NEXTERA ENERGY INC COM 17,791 1,761 10.98 84,827
ACCENTURE PLC IRELAND SHS CLASS A 17,313 1,480 9.35 89,274
AMERICAN TOWER CORP NEW COM 16,857 1,028 6.49 82,007
ECOLAB INC COM 16,855 1,586 10.39 85,435
ISHARES TR MIN VOL USA ETF 16,385 5,650 52.63 260,528
UNION PACIFIC CORP COM 15,959 1,531 10.61 91,038
WEC ENERGY GROUP INC COM 15,888 1,260 8.61 184,081
CMS ENERGY CORP COM 15,694 1,420 9.95 269,381
TEXAS INSTRS INC COM 15,668 1,445 10.16 133,619
PNC FINL SVCS GROUP INC COM 14,802 2,163 17.11 106,620
CME GROUP INC COM 14,208 1,736 13.92 69,357
ISHARES TR CORE S&P SCP ETF 13,866 1,583 12.89 179,420