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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 (2016Q3)
Original 13F HR (0001172661-16-004081) filed in 2016.11.01
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD FTSE DEVELOPED MARKETS ETF 615,452 23,024 8.48%
2 WISDOMTREE TR 315,026 13,518 4.98%
3 ISHARES TR 101,948 11,461 4.22%
4 EXPRESS SCRIPTS HLDG CO 151,062 10,654 3.93%
5 MCCORMICK & CO INC 92,692 9,284 3.42%
6 APPLE INC 81,424 9,205 3.39%
7 EXXON MOBIL CORP 93,628 8,172 3.01%
8 KRAFT HEINZ CO 90,048 8,060 2.97%
9 PEPSICO INC 72,289 7,863 2.90%
10 MICROSOFT CORP 135,145 7,784 2.87%
11 MCCORMICK & CO INC 76,125 7,606 2.80%
12 GENERAL ELECTRIC CO 253,313 7,503 2.77%
13 SMUCKER J M CO 54,927 7,445 2.74%
14 AMERICAN EXPRESS CO 115,074 7,369 2.72%
15 CENTENE CORP DEL 105,670 7,076 2.61%
16 VF CORP 122,514 6,867 2.53%
17 PROCTER & GAMBLE CO 72,941 6,546 2.41%
18 SPROUTS FMRS MKT INC 292,150 6,033 2.22%
19 CHIPOTLE MEXICAN GRILL INC 13,434 5,689 2.10%
20 UNITED THERAPEUTICS CORP DEL 48,028 5,671 2.09%
21 M & T BANK CORPORATION 46,849 5,439 2.00%
22 ABBOTT LABS 127,840 5,406 1.99%
23 QUALCOMM INC 72,949 4,997 1.84%
24 MEDNAX INC 75,077 4,974 1.83%
25 MASTERCARD INCORPORATED 46,668 4,749 1.75%
26 UNDER ARMOUR INC 104,412 4,039 1.49%
27 ALPHABET INC 4,794 3,855 1.42%
28 T ROWE PRICE GROUP INC 52,277 3,476 1.28%
29 ALPHABET INC 4,357 3,387 1.25%
30 UNDER ARMOUR INC-CLASS C-W/I 98,767 3,344 1.23%
31 VANGUARD SPECIALIZED PORTFOL 33,939 2,849 1.05%
32 WELLTOWER INC 32,601 2,438 0.90%
33 EAGLE BANCORP INC MD 47,621 2,349 0.87%
34 JOHNSON & JOHNSON 16,806 1,985 0.73%
35 HCP INC 51,871 1,968 0.73%
36 WASHINGTON REAL ESTATE INVT 51,259 1,595 0.59%
37 POWERSHARES QQQ TRUST 12,995 1,543 0.57%
38 ISHARES TR 7,049 1,533 0.56%
39 ISHARES TR 6,413 1,387 0.51%
40 HEALTHCARE TR AMER INC 37,958 1,238 0.46%
41 TIME WARNER INC 15,460 1,231 0.45%
42 BERKSHIRE HATHAWAY INC-CL B 8,508 1,229 0.45%
43 SPDR DOW JONES INDL AVRG ETF 6,696 1,224 0.45%
44 VANGUARD WORLD FDS 8,659 1,151 0.42%
45 PFIZER INC 33,940 1,150 0.42%
46 OMEGA HEALTHCARE INVS INC 28,150 998 0.37%
47 ADOBE SYS INC 9,142 992 0.37%
48 CVS HEALTH CORP 10,141 902 0.33%
49 VENTAS INC 12,767 902 0.33%
50 MARRIOTT INTL INC NEW 11,850 798 0.29%
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