IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pbwm Holdings, LLC

Q4 2017 Holdings

Filed 2018-02-12 | 97 holdings | $805.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Nuveen PA Inv Quality Muni(NQP)COM670972108$17113,0000.0%
Trex Co., Inc.(TREX)COM89531P105$2172,0000.0%
Vanguard Dividend Appreciation Index ETF(VIG)DIV APP ETF921908844$2252,2010.0%
Oracle Corp.(ORCL)COM68389X105$2334,9240.0%
Eaton Vance Enhanced Equity Income II(EOS)COM278277108$23615,5000.0%
M & T Bank Corp(MTB)COM55261F104$2371,3840.0%
Amazon Com Inc(AMZN)COM023135106$2612230.0%
Synopsys Corp(SNPS)COM871607107$2663,1250.0%
Vanguard Value ETF(VTV)VALUE ETF922908744$2702,5410.0%
Fulton Finl Corp.(FULT)COM360271100$27015,0880.0%
Intel Corporation(INTC)COM458140100$2735,9040.0%
PNC Financial Services Group(PNC)COM693475105$2731,8890.0%
Vanguard Total Stock Mkt(VTI)TOTAL STK MKT922908769$2802,0400.0%
Spdr Dow Jones Industrial Average ETF(DIA)UT SER 178467X109$2861,1580.0%
Home Depot Inc.(HD)COM437076102$2861,5080.0%
iShares Russell Midcap(IWR)RUSSELL MIDCAP464287499$2881,3860.0%
Wells Fargo & Co.(WFC)COM949746101$2904,7860.0%
iShares Russell 2000 Value(IWN)RUS 2000 VAL ETF464287630$2982,3730.0%
Schwab U.S. Large Cap Growth(SCHG)US LCAP GR ETF808524300$3094,3640.0%
Verizon Communications, Inc.(VZ)COM92343V104$3165,9620.0%
Pfizer, Inc.(PFE)COM717081103$3349,2170.0%
Vanguard Large Cap ETF(VV)LARGE CAP ETF922908637$3432,8000.0%
Vanguard Mid-Cap Growth ETF(VOT)MCAP GR IDXVIP922908538$3492,7310.0%
NextEra Energy Inc.(NEE)COM65339F101$3512,2500.0%
CBS CorporationCL B124857202$3525,9600.0%
Intl Business Mach Corp.(IBM)COM459200101$3792,4710.0%
The Blackstone Group L.P.(BXUSD)COM UNIT LTD09253U108$38912,1500.0%
Blackrock Inc(BLKCHF)COM09247X101$3917610.0%
Facebook Inc. Class A(META)CL A30303M102$3962,2450.0%
3M Company(MMM)COM88579Y101$3981,6900.0%
Realty Income Corp.(O)COM756109104$4177,3200.1%
Nvidia Corporation(NVDA)COM67066G104$4322,2310.1%
Target Corporation(TGT)COM87612E106$4366,6790.1%
General Electric Co.COM369604103$44525,4740.1%
Ameriprise Financial, Inc.(AMP)COM03076C106$4582,7000.1%
Merck & Co., Inc.(MRK)COM58933Y105$4628,2140.1%
Vereit, Inc. Cl ACOM92339V100$46459,5810.1%
Vanguard Ftse Emerging Markets ETF(VWO)FTSE EMR MKT ETF922042858$49310,7490.1%
United Health Group(UNH)COM91324P102$4962,2490.1%
WisdomTree LargeCap Div Fund(DLN)LARGECAP DIVID97717W307$5145,5770.1%
Alps Alerian MLP ETF(AMLPUSD)ALERIAN MLP00162Q866$53849,8530.1%
JP Morgan Chase & Co.(JPM)COM46625H100$5485,1230.1%
PPG Industries Inc.(PPG)COM693506107$5614,8000.1%
Philip Morris International Inc.(PM)COM718172109$5775,4620.1%
iShares S&P Midcap 400(IJH)CORE S&P MCP ETF464287507$5853,0800.1%
Vanguard Growth ETF(VUG)GROWTH ETF922908736$6044,2960.1%
American Electric Power Co Inc.(AEP)COM025537101$6258,4960.1%
United Technologies(UTXZ)COM913017109$6294,9340.1%
Spdr S&P Regional Banking ETF(KRE)S&P REGL BKG78464A698$63710,8160.1%
Bristol-Myers Squibb Co.(BMY)COM110122108$64610,5400.1%
Page 1 of 2Next