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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
51 PEPSICO INC 9,519 900 0.21%
52 CoBiz Financial Inc 70,800 930 0.21%
53 Franklin Covey Co 50,287 974 0.22%
54 DICKS SPORTING GOODS INC 20,289 1,007 0.23%
55 ISHARES TR 8,669 1,022 0.23%
56 POWERSHARES ETF TRUST 21,813 1,048 0.24%
57 ISHARES TR 6,572 1,049 0.24%
58 SONIC CORP 41,966 1,143 0.26%
59 EMERSON ELEC CO 18,590 1,148 0.26%
60 PROCTER AND GAMBLE CO 13,002 1,184 0.27%
61 SVB CAP II PFD TR GTD 7 48,065 1,235 0.28%
62 CISCO SYS INC 45,197 1,257 0.29%
63 PRIVATEBANCORP INC SUB DEB 42 51,481 1,349 0.31%
64 BERKSHIRE HATHAWAY INC DEL 6 1,356 0.31%
65 ANADARKO PETE CORP 16,584 1,368 0.31%
66 ISHARES TR 37,959 1,491 0.34%
67 ISHARES TR 14,713 1,536 0.35%
68 GENERAL ELECTRIC CO 63,917 1,615 0.37%
69 MARATHON OIL CORP 58,498 1,655 0.38%
70 ISHARES TR 18,482 1,733 0.40%
71 ISHARES TR 13,679 1,749 0.40%
72 US BANCORP DEL 39,357 1,769 0.40%
73 AMAZON COM INC 6,234 1,935 0.44%
74 STIFEL FINL CORP SR NT 22 78,370 2,014 0.46%
75 INDEXIQ ETF TR 76,187 2,239 0.51%
76 EXXON MOBIL CORP 26,682 2,467 0.56%
77 ISHARES TR 42,475 2,584 0.59%
78 ISHARES RUSSELL 2000 VALUE ETF 25,771 2,620 0.60%
79 WISDOMTREE TR 40,253 2,855 0.65%
80 QUALCOMM INC 43,745 3,252 0.74%
81 NXP SEMICONDUCTORS N V 47,499 3,629 0.83%
82 ISHARES NASDAQ BIOTECHNOLOGY ETF 7,171 3,805 0.87%
83 LENNOX INTL INC 47,690 4,534 1.04%
84 ISHARES TR 31,732 4,595 1.05%
85 NOVO-NORDISK A S 113,036 4,784 1.09%
86 FLOWSERVE CORP 85,067 5,090 1.16%
87 UNITEDHEALTH GROUP INC 52,976 5,355 1.23%
88 GRAINGER W W INC 21,019 5,358 1.23%
89 INTUIT 58,163 5,362 1.23%
90 CIGNA CORPORATION 52,410 5,394 1.23%
91 FIRST REP BK SAN FRANCISCO C 105,567 5,502 1.26%
92 LAUDER ESTEE COS INC 74,086 5,645 1.29%
93 ISHARES TR 27,739 5,738 1.31%
94 CHURCH & DWIGHT 74,546 5,875 1.34%
95 CHECK POINT SOFTWARE TECH LT 75,078 5,899 1.35%
96 CHEVRON CORP NEW 52,606 5,901 1.35%
97 ACCENTURE PLC IRELAND 66,225 5,915 1.35%
98 CAPITAL ONE FINL CORP 72,076 5,950 1.36%
99 BLACKROCK INC 16,814 6,012 1.38%
100 PRICE T ROWE GROUP INC 71,040 6,099 1.40%
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