Integrated Wealth Management: summary

Integrated Wealth Management reported 268 positions with a reported value of $298.53M in its 13F for Q1 2017. Compared with Q4 2016: 32 new positions, 9 exited.

Top positions

• APPLE INC COM
• PHILIP MORRIS INTL INC COM
• PROCTER & GAMBLE CO COM
• JOHNSON & JOHNSON COM
• VANGUARD FTSE EMERGING MARKETS ETF
• Exxon Mobil Corp.
• ALTRIA GROUP INC COM
• UNITED PARCEL SVCS INC CL B
• VANGUARD FTSE DEVELOPED MARKETS ETF
• CHEVRON CORPORATION COM