Gupta Wealth Management LLC 13F Holdings · last filed Q1 2016
Gupta Wealth Management LLC reported 1,170 securities worth $426.77M in its SEC 13F filing for Q1 2016 (period ended 2016-03-31). Top holdings: TLT (4.98%), LQD (4.75%), AAPL (3.83%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TLT | ISHARES TR | $21.3M | 4.98% | 162,728 | Added |
| 2 | LQD | ISHARES TR | $20.3M | 4.75% | 170,642 | Added |
| 3 | AAPL | APPLE INC | $16.4M | 3.83% | 150,072 | Added |
| 4 | VIG | VANGUARD SPECIALIZED PORTFOL | $16.3M | 3.81% | 200,190 | Added |
| 5 | IEF | ISHARES TR | $13.3M | 3.13% | 120,940 | Added |
| 6 | MGK | VANGUARD WORLD FD | $12.9M | 3.02% | 155,140 | Added |
| 7 | VOE | VANGUARD INDEX FDS | $12.0M | 2.81% | 137,843 | Added |
| 8 | BA | BOEING CO | $8.7M | 2.03% | 68,379 | Added |
| 9 | VGLT | VANGUARD SCOTTSDALE FDS | $6.9M | 1.61% | 85,265 | Trimmed |
| 10 | DES | WISDOMTREE TR | $5.9M | 1.39% | 86,455 | Trimmed |
| 11 | DOL | WISDOMTREE TR | $5.5M | 1.30% | 132,350 | Added |
| 12 | INTC | INTEL CORP | $5.4M | 1.27% | 167,468 | Added |
| 13 | LLY | LILLY ELI & CO | $5.3M | 1.25% | 73,802 | Trimmed |
| 14 | HD | HOME DEPOT INC | $5.0M | 1.16% | 37,126 | Added |
| 15 | VGIT | VANGUARD SCOTTSDALE FDS | $4.9M | 1.15% | 73,810 | Trimmed |
| 16 | GLD | SPDR GOLD TRUST | $4.9M | 1.14% | 41,521 | Trimmed |
| 17 | SGOL | ETFS GOLD TR | $4.9M | 1.14% | 40,531 | Added |
| 18 | SPY | SPDR S&P 500 ETF TR | $4.8M | 1.12% | 23,291 | Added |
| 19 | MSFT | MICROSOFT CORP | $4.5M | 1.05% | 81,269 | Added |
| 20 | KRE | SPDR SERIES TRUST | $4.3M | 1.00% | 113,736 | Trimmed |
| 21 | ITW | ILLINOIS TOOL WKS INC | $4.2M | 0.98% | 40,999 | Trimmed |
| 22 | O | REALTY INCOME CORP | $4.2M | 0.98% | 66,593 | Added |
| 23 | CL | COLGATE PALMOLIVE CO | $3.8M | 0.89% | 53,891 | Added |
| 24 | IAU | ISHARES GOLD TRUST | $3.8M | 0.89% | 319,175 | Added |
| 25 | VTI | VANGUARD INDEX FDS | $3.8M | 0.88% | 35,873 | Added |
Source: SEC Form 13F filings · as of 2016-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR