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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
ISHARES TR TRANS AVG ETF 254 -39 (13.19) 1,330
THERMO FISHER SCIENTIFIC INC COM 253 253 New 872
ARK ETF TR GENOMIC REV ETF 252 252 New 7,465
SPDR SERIES TRUST NUVEEN BRC MUNIC 252 -4 (1.65) 4,995
GENIE ENERGY LTD CL B 252 252 New 23,070
INVESCO EXCHNG TRADED FD TR II S&P SMLCP LOW 251 251 New 5,252
VANGUARD WORLD FDS UTILITIES ETF 249 249 New 1,857
INVESCO EXCHNG TRADED FD TR II S&P SMALLCAP 600 248 248 New 4,054
CELGENE CORP COM 247 -280 (53.13) 2,742
ISHARES TR EXPONENTIAL TECH 247 -306 (55.4) 6,342
PROSHARES TR RUSS 2000 DIVD 246 246 New 4,186
ISHARES TR US OIL GS EX ETF 245 -13 (5.15) 4,527
NUSHARES ETF TR NUVEEN ESG SMLCP 241 New 8,183
AUTODESK INC COM 241 241 New 1,424
SPDR SERIES TRUST AEROSPACE DEF 241 241 New 2,304
INVESCO EXCHNG TRADED FD TR II S&P MIDCP LOW 238 238 New 4,632
TWILIO INC CL A 238 238 New 1,631
ADVANCE AUTO PARTS INC COM 237 237 New 1,512
INTUIT COM 237 237 New 849
BAXTER INTL INC COM 236 236 New 2,845