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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 (2015Q2)
Portfolio Summary: 78 holdings with a total value of $235,808,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 COLGATE PALMOLIVE CO 8,180 535,000 0.23%
52 FLOWERS FOODS INC 24,434 517,000 0.22%
53 COCA COLA CO 12,538 492,000 0.21%
54 SCHLUMBERGER LTD 5,449 470,000 0.20%
55 DOMINION ENERGY INC 6,834 457,000 0.19%
56 PLUM CREEK TIMBER 10,972 445,000 0.19%
57 DANAHER CORP DEL 5,041 431,000 0.18%
58 ISHARES TR 4,119 425,000 0.18%
59 ISHARES TR 2,438 415,000 0.18%
60 WEINGARTEN RLTY INVS 10,515 344,000 0.15%
61 ISHARES TR 6,990 322,000 0.14%
62 DUKE ENERGY CORP NEW 4,453 314,000 0.13%
63 PROSHARES TR 5,740 286,000 0.12%
64 VANGUARD INDEX FDS 2,630 282,000 0.12%
65 WELLS FARGO & CO NEW 4,825 271,000 0.11%
66 ISHARES TR 2,712 269,000 0.11%
67 MCDONALDS CORP 2,755 262,000 0.11%
68 ABBVIE INC 3,830 257,000 0.11%
69 VANGUARD SPECIALIZED FUNDS 3,118 245,000 0.10%
70 DISNEY WALT CO 2,101 240,000 0.10%
71 AMERICAN CAMPUS CMNTYS INC 6,065 229,000 0.10%
72 MONDELEZ INTL INC 5,509 227,000 0.10%
73 ISHARES TR 608 224,000 0.09%
74 UNION PAC CORP 2,261 216,000 0.09%
75 VANGUARD INDEX FDS 1,966 212,000 0.09%
76 COSTCO WHSL CORP NEW 1,542 208,000 0.09%
77 MEADWESTVACO CORP 4,308 203,000 0.09%
78 ACCESS NATL CORP COM 10,000 194,000 0.08%
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Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001172661-15-001417, filed 2015.08.06).

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.