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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) 1,618

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

Sector Weighting

Energy 2.05%
Basic Materials 2.1%
Industrials 6.41%
Consumer Cyclicals 5.05%
Consumer Non-Cyclicals 4.45%
Financials 50.23%
Healthcare 5.04%
Technology 11.19%
Telecommunication Services 0.72%
Utilities 4.89%

724 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 7,216 -33 (0.46) 81,337
LATTICE STRATEGIES TR HARTFORD MLT ETF 7,107 682 10.61 250,511
VERIZON COMMUNICATIONS INC COM 7,097 472 7.12 124,097
ISHARES TR US TREAS BD ETF 6,966 4,934 242.81 271,984
ISHARES TR GLOBAL TECH ETF 6,779 1,409 26.23 36,635
VICTORY PORTFOLIOS II VCSHS US EQ INCM 6,690 -156 (2.29) 144,611
FACEBOOK INC CL A 6,436 599 10.26 31,414
FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW 6,348 268 4.40 105,619
EXXON MOBIL CORP COM 6,341 1,151 22.18 81,680
JOHNSON & JOHNSON COM 6,260 230 3.81 46,609
ISHARES TR IBONDS DEC19 ETF 6,099 -3,174 (34.23) 245,640
PEPSICO INC COM 5,996 -25 (0.41) 44,988
ISHARES TR INTRM TR CRP ETF 5,894 757 14.73 104,179
ISHARES TR MSCI EMG MKT ETF 5,669 -359 (5.96) 132,305
ISHARES TR CORE DIV GRWTH 5,608 435 8.40 144,236
ISHARES TR FLTG RATE NT ETF 5,596 407 7.84 110,022
ISHARES TR 20 YR TR BD ETF 5,556 -519 (8.55) 42,669
3M CO COM 5,510 535 10.75 31,789
VISA INC COM CL A 5,384 839 18.47 29,856
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 5,283 224 4.42 123,602