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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) 1,607

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%

724 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PRIMERICA INC COM 1,846 149 8.78 15,241
BB&T CORP COM 1,834 146 8.66 36,213
AMERICAN ELEC PWR CO INC COM 1,828 384 26.63 20,245
ORACLE CORP COM 1,804 256 16.55 31,347
BRADY CORP CL A 1,787 279 18.49 35,387
ENCOMPASS HEALTH CORP COM 1,781 -1,218 (40.62) 27,186
COLUMBIA SPORTSWEAR CO COM 1,780 173 10.74 17,121
ANALOG DEVICES INC COM 1,779 239 15.50 15,365
WISDOMTREE TR US MIDCAP FUND 1,776 34 1.95 44,750
CITIGROUP INC COM NEW 1,774 -38 (2.08) 25,013
ISHARES US ETF TR SHT MAT MUN ETF 1,733 963 125.14 34,564
ISHARES TR US AER DEF ETF 1,729 358 26.10 7,968
VICTORY PORTFOLIOS II VCSHS US 500 ENH 1,718 -44 (2.5) 34,858
ISHARES TR U.S. UTILITS ETF 1,709 490 40.14 11,224
ISHARES TR U.S. MED DVC ETF 1,701 341 25.05 6,969
FIRST TR EXCHANGE TRADED FD IV FIRST TR TA HIYL 1,690 852 101.65 35,087
CITY HLDG CO COM 1,680 173 11.50 22,788
COMCAST CORP NEW CL A 1,672 526 45.86 37,959
SPDR GOLD TRUST GOLD SHS 1,670 -91 (5.16) 12,417
GATX CORP COM 1,648 212 14.77 21,939