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Institutional Investment Manager
MERITAGE PORTFOLIO MANAGEMENT
MERITAGE PORTFOLIO MANAGEMENT (CIK: 0000881432) incorporated in Kansas, located at 7500 College Boulevard, Overland Park, KS. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Original 13F HR (0000881432-17-000002) filed in 2017.01.24
#
Name
Shares
Value ($)
%
Options
Notes
151 INTERNATIONAL BUSINESS MACHS 5,085 844 0.09%
152 ISHARES TR 8,280 839 0.09%
153 JPMORGAN CHASE & CO 24,355 770 0.08%
154 WAL-MART STORES INC 10,500 726 0.08%
155 APPLE INC 6,130 710 0.08%
156 ISHARES TR 4,724 650 0.07%
157 EXXON MOBIL CORP 7,050 636 0.07%
158 SCHWAB U.S. BROAD MARKET ETF 11,610 629 0.07%
159 KANSAS CITY SOUTHERN 7,250 615 0.07%
160 DU PONT E I DE NEMOURS & CO 7,500 551 0.06%
161 PEPSICO INC 5,209 545 0.06%
162 SCHWAB TOTAL STOCK MKT INDEX 13,591 540 0.06%
163 GENERAL ELECTRIC CO 17,000 537 0.06%
164 GILEAD SCIENCES INC 7,400 530 0.06%
165 PROSHARES TR 6,800 518 0.06%
166 MCDONALDS CORP 3,905 475 0.05%
167 NETFLIX INC 3,207 397 0.04%
168 PFIZER INC 12,025 391 0.04%
169 PROCTER AND GAMBLE CO 4,640 390 0.04%
170 LILLY ELI & CO 5,002 368 0.04%
171 GENERAL ELECTRIC CO 11,380 360 0.04%
172 PIONEER NAT RES CO 1,945 350 0.04%
173 ISHARES TR 2,385 322 0.04%
174 FIRST TR MORNINGSTAR DIV LEA 11,120 309 0.03%
175 BROOKFIELD ASSET MGMT INC 9,000 297 0.03%
176 GILEAD SCIENCES INC 4,123 295 0.03%
177 WELLS FARGO & CO NEW 5,307 292 0.03%
178 VANGUARD HEALTH CARE ADMIRAL SHS 3,587 280 0.03%
179 NESTLE SA SPONSORED ADR REPSTG 3,682 264 0.03%
180 ALPHABET INC 329 254 0.03%
181 CERNER CORP 4,971 235 0.03%
182 FACEBOOK INC 1,963 226 0.02%
183 US BANCORP DEL 4,019 206 0.02%
184 SCHWAB U.S. LARGE-CAP GROWTH ETF 3,634 203 0.02%
185 MICROSOFT CORP 3,145 195 0.02%
186 FRANKLIN CUSTODIAN FDS INC 82,869 191 0.02%
187 WAL-MART STORES INC 2,712 187 0.02%
188 INTEL CORP 3,963 144 0.02%
189 AMERICAN EXPRESS CO 1,788 132 0.01%
190 EXXON MOBIL CORP 1,392 126 0.01%
191 JOHNSON & JOHNSON 1,000 115 0.01%
192 NESTLE SA SPONSORED ADR REPSTG 1,393 100 0.01%
193 SPDR S&P 500 ETF TR 440 98 0.01%
194 AMERICAN EXPRESS CO 1,200 89 0.01%
195 Franklin Income Adv 28,358 65 0.01%
196 QUALCOMM INC 790 52 0.01%
197 MERCK & CO INC 859 51 0.01%
198 PROCTER AND GAMBLE CO 512 43 0.00%
199 CHEVRON CORP NEW 252 30 0.00%
200 CISCO SYS INC 1,000 30 0.00%
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