SVA Plumb Wealth Management, LLC

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SVA Plumb Wealth Management, LLC
CIK #0001587836
Sector Form 13F Holdings Value ($M)
Apple Inc 44.3
Microsoft Corp 29.2
VISA Inc 16.1
Johnson & Johnson 13.7
J P Morgan Chase & Co 12.6
Alphabet Inc 12.0
Amazon Com Inc 11.6
PepsiCo Inc 10.9
Walt Disney Co 10.2
Procter & Gamble Co 9.1
View All
Holdings by Sector ($M)
120096072048024002012201520182022
EDGAR Form CIK 2011 - 2025
13F-HR [0001587836]
SC 13G [0001587836]
Form 13D/13G Filer Form 13D/13G Subject Filed
SVA Plumb Wealth Management LLC JP Morgan Exchange-Traded Fund Trust [2019-01-31]
SVA Plumb Wealth Management LLC WisdomTree Trust [2019-01-31]
SVA Plumb Wealth Management LLC JP Morgan Exchange-Traded Fund Trust [2018-01-29]
SVA Plumb Wealth Management LLC WisdomTree Trust [2017-02-08]
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