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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 QUALCOMM INC 43,745 3,252 0.74%
52 WISDOMTREE TR 40,253 2,855 0.65%
53 ISHARES RUSSELL 2000 VALUE ETF 25,771 2,620 0.60%
54 ISHARES TR 42,475 2,584 0.59%
55 EXXON MOBIL CORP 26,682 2,467 0.56%
56 INDEXIQ ETF TR 76,187 2,239 0.51%
57 STIFEL FINL CORP SR NT 22 78,370 2,014 0.46%
58 AMAZON COM INC 6,234 1,935 0.44%
59 US BANCORP DEL 39,357 1,769 0.40%
60 ISHARES TR 13,679 1,749 0.40%
61 ISHARES TR 18,482 1,733 0.40%
62 MARATHON OIL CORP 58,498 1,655 0.38%
63 GENERAL ELECTRIC CO 63,917 1,615 0.37%
64 ISHARES TR 14,713 1,536 0.35%
65 ISHARES TR 37,959 1,491 0.34%
66 ANADARKO PETE CORP 16,584 1,368 0.31%
67 BERKSHIRE HATHAWAY INC DEL 6 1,356 0.31%
68 PRIVATEBANCORP INC SUB DEB 42 51,481 1,349 0.31%
69 CISCO SYS INC 45,197 1,257 0.29%
70 SVB CAP II PFD TR GTD 7 48,065 1,235 0.28%
71 PROCTER AND GAMBLE CO 13,002 1,184 0.27%
72 EMERSON ELEC CO 18,590 1,148 0.26%
73 SONIC CORP 41,966 1,143 0.26%
74 ISHARES TR 6,572 1,049 0.24%
75 POWERSHARES ETF TRUST 21,813 1,048 0.24%
76 ISHARES TR 8,669 1,022 0.23%
77 DICKS SPORTING GOODS INC 20,289 1,007 0.23%
78 Franklin Covey Co 50,287 974 0.22%
79 CoBiz Financial Inc 70,800 930 0.21%
80 PEPSICO INC 9,519 900 0.21%
81 VANGUARD INDEX FDS 10,463 848 0.19%
82 DONALDSON INC 20,742 801 0.18%
83 BAXTER INTL INC 10,839 794 0.18%
84 ISHARES TR 7,734 775 0.18%
85 BERKSHIRE HATHAWAY INC DEL 4,967 746 0.17%
86 E M C CORP MASS COM 24,944 742 0.17%
87 ISHARES TR 5,901 722 0.17%
88 INTERNATIONAL BUSINESS MACHS 4,214 676 0.15%
89 WALGREENS BOOTS ALLIANCE INC 8,783 669 0.15%
90 INTEL CORP 17,603 639 0.15%
91 AT&T INC 17,637 592 0.14%
92 NATIONAL OILWELL VARCO INC 8,894 583 0.13%
93 VANGUARD SCOTTSDALE FDS 7,076 563 0.13%
94 Merrill Lynch Capital Trust II 21,949 555 0.13%
95 PRAXAIR INC 4,228 548 0.13%
96 PETSMART 6,569 534 0.12%
97 MICROSOFT CORP 10,431 485 0.11%
98 ROYAL DUTCH SHELL PLC 7,144 478 0.11%
99 ISHARES TR 3,771 451 0.10%
100 KONINKLIJKE PHILIPS N V 15,453 448 0.10%
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