Dark
Light
System
Institutional Investment Manager
COBIZ WEALTH, LLC
COBIZ WEALTH, LLC (CIK: 0001324659) incorporated in Colorado, located at 1401 Lawrence Street, Denver, CO. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0001324659-15-000002) filed in 2015.01.21
#
Name
Shares
Value ($)
%
Options
Notes
1 ABBOTT LABS 141,399 6,366 1.46%
2 ABBVIE INC 5,778 378 0.09%
3 ACCENTURE PLC IRELAND 66,225 5,915 1.35%
4 ADVANCED EMISSIONS SOLUTS IN 10,600 242 0.06%
5 ALLEGHANY CORP 469 217 0.05%
6 ALPS ETF TR 480,586 8,420 1.93%
7 AMAZON COM INC 6,234 1,935 0.44%
8 AMPHENOL CORP NEW 133,371 7,177 1.64%
9 ANADARKO PETE CORP 16,584 1,368 0.31%
10 APPLE INC 87,946 9,707 2.22%
11 AT&T INC 17,637 592 0.14%
12 BAXTER INTL INC 10,839 794 0.18%
13 BERKSHIRE HATHAWAY INC DEL 4,967 746 0.17%
14 BERKSHIRE HATHAWAY INC DEL 6 1,356 0.31%
15 BLACKROCK INC 16,814 6,012 1.38%
16 BOEING CO 2,239 291 0.07%
17 BOSTON PRIVATE FINL HLDGS INC DEP SHS 17,000 425 0.10%
18 BP PLC 7,180 274 0.06%
19 CAPITAL ONE FINL CORP 72,076 5,950 1.36%
20 CERES, INC. 10,666 3 0.00%
21 CHECK POINT SOFTWARE TECH LT 75,078 5,899 1.35%
22 CHEVRON CORP NEW 52,606 5,901 1.35%
23 CHURCH & DWIGHT 74,546 5,875 1.34%
24 CIGNA CORPORATION 52,410 5,394 1.23%
25 CISCO SYS INC 45,197 1,257 0.29%
26 COCA COLA CO 9,977 421 0.10%
27 COSTCO WHSL CORP NEW 46,302 6,563 1.50%
28 CoBiz Financial Inc 70,800 930 0.21%
29 DICKS SPORTING GOODS INC 20,289 1,007 0.23%
30 DISCOVER FINL SVCS 107,094 7,014 1.60%
31 DISNEY WALT CO 78,805 7,423 1.70%
32 DONALDSON INC 20,742 801 0.18%
33 E M C CORP MASS COM 24,944 742 0.17%
34 ECOLAB INC 61,373 6,415 1.47%
35 EMERSON ELEC CO 18,590 1,148 0.26%
36 EXXON MOBIL CORP 26,682 2,467 0.56%
37 F5 NETWORKS INC 47,065 6,140 1.40%
38 FIRST REP BK SAN FRANCISCO C 105,567 5,502 1.26%
39 FLOWSERVE CORP 85,067 5,090 1.16%
40 Franklin Covey Co 50,287 974 0.22%
41 GENERAL DYNAMICS CORP 1,774 244 0.06%
42 GENERAL ELECTRIC CO 63,917 1,615 0.37%
43 GILEAD SCIENCES INC 69,304 6,533 1.49%
44 GRAINGER W W INC 21,019 5,358 1.23%
45 HARVEST NATURAL RESOURCES IN 14,290 26 0.01%
46 HONEYWELL INTL INC 75,446 7,539 1.72%
47 HORMEL FOODS CORP 121,759 6,344 1.45%
48 INDEXIQ ETF TR 76,187 2,239 0.51%
49 INTEL CORP 17,603 639 0.15%
50 INTERNATIONAL BUSINESS MACHS 4,214 676 0.15%
Page 1 of 3