SVA Plumb Wealth Management, LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
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]
Terms | Privacy | Guide
tony@aum13f.com