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Institutional Investment Manager
Bridgewater Wealth & Financial Management, LLC
Bridgewater Wealth & Financial Management, LLC (CIK: 0001648901) incorporated in Maryland, located at 7475 Wisconsin Ave, Bethesda, MD. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q4)
Original 13F HR (0001172661-15-001382) filed in 2015.07.28
#
Name
Shares
Value ($)
%
Options
Notes
101 VANGUARD INDEX FDS 1,997 209 0.08%
102 Medtronic Inc 2,899 209 0.08%
103 INTERNATIONAL BUSINESS MACHS 1,301 209 0.08%
104 VANGUARD INDEX FDS 1,966 208 0.08%
105 ACCESS NATL CORP COM 10,000 169 0.07%
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Restatement filing (0001172661-15-001415) filed in 2015.08.06
#
Name
Shares
Value ($)
%
Options
Notes
1 ACCESS NATL CORP COM 10,000 169 0.07%
2 VANGUARD INDEX FDS 1,966 208 0.08%
3 VANGUARD INDEX FDS 1,997 209 0.08%
4 MONDELEZ INTL INC 5,809 211 0.09%
5 MERCK & CO INC 4,073 231 0.09%
6 OCEANEERING INTL INC 4,100 241 0.10%
7 COSTCO WHSL CORP NEW 1,782 253 0.10%
8 AMERICAN CAMPUS CMNTYS INC 6,112 253 0.10%
9 VANGUARD SPECIALIZED FUNDS 3,118 253 0.10%
10 3M CO 1,615 265 0.11%
11 CELGENE CORP 2,404 269 0.11%
12 PROSHARES TR 5,823 270 0.11%
13 ALPS ETF TR 15,655 274 0.11%
14 UNION PAC CORP 2,331 278 0.11%
15 CONOCOPHILLIPS 4,054 280 0.11%
16 WELLS FARGO & CO NEW 5,382 295 0.12%
17 ABBVIE INC 4,622 302 0.12%
18 INTEL CORP 8,712 316 0.13%
19 VANGUARD INTL EQUITY INDEX F 5,303 319 0.13%
20 WHITEWAVE FOODS CO 9,465 331 0.13%
21 ISHARES TR 8,740 364 0.15%
22 WEINGARTEN RLTY INVS 10,515 367 0.15%
23 ISHARES TR 3,895 372 0.15%
24 BUCKEYE PARTNERS L P 5,275 399 0.16%
25 ISHARES TR 2,426 405 0.16%
26 VANGUARD WORLD FD 4,000 418 0.17%
27 ISHARES TR 4,047 423 0.17%
28 DANAHER CORP DEL 5,041 432 0.18%
29 CATERPILLAR INC 4,960 454 0.18%
30 DUKE ENERGY CORP NEW 5,530 462 0.19%
31 FLOWERS FOODS INC 24,434 469 0.19%
32 PLUM CREEK TIMBER 11,172 478 0.19%
33 SCHLUMBERGER LTD 5,621 480 0.20%
34 MCDONALDS CORP 5,586 523 0.21%
35 KAYNE ANDERSON MLP INVT CO 13,984 534 0.22%
36 COLGATE PALMOLIVE CO 8,217 569 0.23%
37 DOMINION ENERGY INC 7,902 608 0.25%
38 COCA COLA CO 14,845 627 0.25%
39 NEXTERA ENERGY INC 6,003 638 0.26%
40 TIME WARNER INC NEW 4,285 652 0.27%
41 KINDER MORGAN INC DEL 16,361 692 0.28%
42 CORPORATE OFFICE 25,940 736 0.30%
43 CVS HEALTH CORP 7,772 749 0.30%
44 BERKSHIRE HATHAWAY INC DEL 5,038 756 0.31%
45 MARRIOTT INTL INC NEW 10,613 828 0.34%
46 EAGLE BANCORP INC MD 23,939 850 0.35%
47 VENTAS INC 12,557 900 0.37%
48 CHEVRON CORP NEW 8,154 915 0.37%
49 SPDR DOW JONES INDL AVRG ETF 5,550 987 0.40%
50 HOME PROPERTIES INC 15,289 1,003 0.41%
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