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Institutional Investment Manager
Braver Wealth Management, LLC
Braver Wealth Management, LLC (CIK: 0001566494), located at 117 Kendrick Street, Needham, MA. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q2)
Portfolio Summary: 82 holdings with a total value of $411,301,228.
#
Name
Shares
Value ($)
%
Options
Notes
51 UNITED TECHNOLOGIES CORP 17,437 1,934,278 0.47%
52 PIMCO ETF TR 18,971 1,894,593 0.46%
53 CAPITAL ONE FINL CORP 16,807 1,478,512 0.36%
54 AT&T INC 40,500 1,438,560 0.35%
55 GENERAL ELECTRIC CO 51,263 1,362,046 0.33%
56 EXXON MOBIL CORP 14,884 1,238,389 0.30%
57 Energizer Holding Inc 9,237 1,215,138 0.30%
58 ISHARES TR 9,648 1,204,647 0.29%
59 SCHLUMBERGER LTD 13,550 1,167,875 0.28%
60 POTASH CORP SASK INC 34,285 1,061,806 0.26%
61 ISHARES TR 24,837 1,006,892 0.24%
62 DU PONT E I DE NEMOURS & CO 14,470 925,346 0.22%
63 SPDR SER TR 10,814 824,113 0.20%
64 VANGUARD BD INDEX FDS 9,578 778,291 0.19%
65 REGENERON PHARMACEUTICALS 1,400 714,182 0.17%
66 SPDR INDEX SHS FDS 17,672 661,479 0.16%
67 VANGUARD CHARLOTTE FDS 11,046 578,458 0.14%
68 ISHARES MSCI EAFE SMALL CAP IDX FD 10,617 541,696 0.13%
69 SPDR SER TR 11,598 512,182 0.12%
70 SPDR GOLD TR 4,547 510,946 0.12%
71 KINDER MORGAN INC DEL 11,535 442,819 0.11%
72 ISHARES TR 11,500 402,270 0.10%
73 ISHARES GOLD TRUST 28,124 318,926 0.08%
74 ISHARES TR 6,518 300,480 0.07%
75 VANGUARD ADMIRAL FDS INC 2,927 297,032 0.07%
76 ISHARES TR 5,115 259,039 0.06%
77 Abbott Labs Common 4,765 233,866 0.06%
78 POWERSHARES QQQ TRUST 2,175 232,877 0.06%
79 Vaneck Vectors Gold 13,000 230,880 0.06%
80 PHILLIPS 66 2,817 226,934 0.06%
81 BB&T Corporation 5,407 217,956 0.05%
82 VANGUARD INDEX FDS 1,987 212,685 0.05%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001566494-15-000004, filed 2015.08.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.