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Institutional Investment Manager
RWA WEALTH PARTNERS, LLC
RWA WEALTH PARTNERS, LLC (CIK: 0001544576). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Original 13F HR (0001544576-17-000010) filed in 2017.04.25
#
Name
Shares
Value ($)
%
Options
Notes
1 3M CO 8,256 1,580 0.21%
2 ABBOTT LABS 56,083 2,491 0.33%
3 ABBVIE INC 125,530 8,180 1.07%
4 ALPHABET INC 4,073 3,453 0.45%
5 ALPHABET INC 1,538 1,276 0.17%
6 ALPS ETF TR 525,355 6,677 0.88%
7 AMAZON COM INC 759 673 0.09%
8 AMERICAN EXPRESS CO 5,495 435 0.06%
9 AMGEN INC 27,172 4,458 0.58%
10 ANADARKO PETR 4,830 299 0.04%
11 ANTHEM INC 22,429 3,709 0.49%
12 APPLE INC 87,719 12,602 1.65%
13 ARQULE INC 10,853 12 0.00%
14 AT&T INC 15,589 648 0.08%
15 BANK AMER CORP 250,137 5,901 0.77%
16 BB&T CORP 75,086 3,356 0.44%
17 BERKSHIRE HATHAWAY INC DEL 1 250 0.03%
18 BERKSHIRE HATHAWAY INC DEL 9,336 1,556 0.20%
19 BLACKROCK INC 6,140 2,355 0.31%
20 BOEING CO 21,794 3,854 0.51%
21 BRISTOL MYERS SQUIBB CO 50,157 2,728 0.36%
22 CHEVRON CORP NEW 25,628 2,752 0.36%
23 CHUBB LIMITED 1,936 264 0.03%
24 CISCO SYS INC 150,614 5,091 0.67%
25 COCA COLA CO 7,609 323 0.04%
26 COLGATE PALMOLIVE CO 4,000 293 0.04%
27 COMCAST CORP NEW 7,304 275 0.04%
28 CONSOLIDATED EDISON INC 3,150 245 0.03%
29 COSTCO WHSL CORP NEW 3,991 669 0.09%
30 CVS HEALTH CORP 48,198 3,784 0.50%
31 DANAHER CORP DEL 7,391 632 0.08%
32 DBX ETF TRUST MSCI JAPAN CURRENCY 53,995 2,025 0.27%
33 DIAGEO P L C 23,408 2,705 0.35%
34 DISNEY WALT CO 3,989 452 0.06%
35 DOW CHEM CO 8,940 568 0.07%
36 EATON CORP PLC 38,145 2,828 0.37%
37 EMERSON ELEC CO 7,899 473 0.06%
38 ETFS PHYSICAL PRECIOUS METAL BASKET SHARES 8,775 558 0.07%
39 EXPEDITORS INTL WASH INC 10,950 619 0.08%
40 EXXON MOBIL CORP 91,235 7,482 0.98%
41 FACEBOOK INC 52,479 7,455 0.98%
42 FIDELITY 35,065 1,747 0.23%
43 FIRST TR EXCHANGE TRADED FD 5,302 259 0.03%
44 FISERV INC 4,428 511 0.07%
45 FORD MTR CO DEL 11,083 129 0.02%
46 GENERAL ELECTRIC CO 209,212 6,235 0.82%
47 GILEAD SCIENCES INC 62,107 4,218 0.55%
48 GOLDMAN SACHS GROUP INC 4,696 1,079 0.14%
49 HOME DEPOT INC 2,197 323 0.04%
50 ILLINOIS TOOL WKS INC 9,684 1,283 0.17%
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