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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 BERKSHIRE HATHAWAY INC DEL 6 1,356 0.31%
2 ALLEGHANY CORP 469 217 0.05%
3 PPG INDS INC 1,400 324 0.07%
4 SPDR S&P 500 ETF TR 1,536 316 0.07%
5 GENERAL DYNAMICS CORP 1,774 244 0.06%
6 KEURIG GREEN MTN INC 1,818 241 0.06%
7 BOEING CO 2,239 291 0.07%
8 STATE STR CORP 2,575 202 0.05%
9 WATERS CORP 3,149 355 0.08%
10 ISHARES TR 3,253 363 0.08%
11 VANGUARD INDEX FDS 3,273 347 0.08%
12 MERCK & CO INC 3,650 207 0.05%
13 ISHARES TR 3,771 451 0.10%
14 SPDR DOW JONES REIT ETF 4,103 373 0.09%
15 INTERNATIONAL BUSINESS MACHS 4,214 676 0.15%
16 PRAXAIR INC 4,228 548 0.13%
17 WISDOMTREE TR 4,326 401 0.09%
18 WISDOMTREE TR 4,566 378 0.09%
19 BERKSHIRE HATHAWAY INC DEL 4,967 746 0.17%
20 WISDOMTREE TR 5,409 404 0.09%
21 SELECT SECTOR SPDR TR 5,570 441 0.10%
22 ABBVIE INC 5,778 378 0.09%
23 ISHARES TR 5,901 722 0.17%
24 AMAZON COM INC 6,234 1,935 0.44%
25 PETSMART 6,569 534 0.12%
26 ISHARES TR 6,572 1,049 0.24%
27 WISDOMTREE TR 6,741 291 0.07%
28 VANGUARD SCOTTSDALE FDS 7,076 563 0.13%
29 ROYAL DUTCH SHELL PLC 7,144 478 0.11%
30 ISHARES NASDAQ BIOTECHNOLOGY ETF 7,171 3,805 0.87%
31 BP PLC 7,180 274 0.06%
32 VANGUARD INTL EQUITY INDEX F 7,460 299 0.07%
33 ISHARES TR 7,734 775 0.18%
34 PRINCIPAL FIN GROUP 8,098 421 0.10%
35 SOUTHWEST AIRLS CO 8,220 348 0.08%
36 XCEL ENERGY INC 8,251 296 0.07%
37 ISHARES TR 8,669 1,022 0.23%
38 WALGREENS BOOTS ALLIANCE INC 8,783 669 0.15%
39 NATIONAL OILWELL VARCO INC 8,894 583 0.13%
40 PEPSICO INC 9,519 900 0.21%
41 COCA COLA CO 9,977 421 0.10%
42 PFIZER INC 10,298 321 0.07%
43 MICROSOFT CORP 10,431 485 0.11%
44 VANGUARD INDEX FDS 10,463 848 0.19%
45 ADVANCED EMISSIONS SOLUTS IN 10,600 242 0.06%
46 CERES, INC. 10,666 3 0.00%
47 BAXTER INTL INC 10,839 794 0.18%
48 PROCTER AND GAMBLE CO 13,002 1,184 0.27%
49 ISHARES TR 13,679 1,749 0.40%
50 HARVEST NATURAL RESOURCES IN 14,290 26 0.01%
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