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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 3M CO 1,488 262 0.10%
2 ABBOTT LABS 127,840 5,406 1.99%
3 ABBVIE INC 6,040 381 0.14%
4 ADOBE INC 9,142 992 0.37%
5 ALPHABET INC 4,357 3,387 1.25%
6 ALPHABET INC 4,794 3,855 1.42%
7 AMAZON COM INC 607 508 0.19%
8 AMERICAN CAMPUS CMNTYS INC 5,738 292 0.11%
9 AMERICAN EXPRESS CO 115,074 7,369 2.72%
10 AMERICAN WTR WKS CO INC NEW 5,049 378 0.14%
11 APPLE INC 81,424 9,205 3.39%
12 AT&T INC 8,310 337 0.12%
13 B & G FOODS INC NEW COM 5,408 266 0.10%
14 BECTON DICKINSON & CO 1,246 224 0.08%
15 BERKSHIRE HATHAWAY INC DEL 8,508 1,229 0.45%
16 BROOKFIELD INFRAST PARTNERS 5,826 202 0.07%
17 CARDINAL HEALTH INC 6,087 473 0.17%
18 CBS CORP NEW 4,350 238 0.09%
19 CELGENE CORP 2,126 222 0.08%
20 CENTENE CORP DEL 105,670 7,076 2.61%
21 CHARTER COMMUNICATIONS INC N 1,053 284 0.10%
22 CHEVRON CORP NEW 5,898 607 0.22%
23 CHIPOTLE MEXICAN GRILL INC 13,434 5,689 2.10%
24 COCA COLA CO 5,940 251 0.09%
25 COLGATE PALMOLIVE CO 9,807 727 0.27%
26 CORPORATE OFFICE 22,865 648 0.24%
27 COSTCO WHSL CORP NEW 2,078 317 0.12%
28 CVS HEALTH CORP 10,141 902 0.33%
29 DANAHER CORP DEL 6,736 528 0.19%
30 DISNEY WALT CO 4,362 405 0.15%
31 DOMINION ENERGY INC 7,226 537 0.20%
32 DUKE ENERGY CORP NEW 3,272 262 0.10%
33 EAGLE BANCORP INC MD 47,621 2,349 0.87%
34 ECOLAB INC 1,827 222 0.08%
35 EXPRESS SCRIPTS HLDG CO 151,062 10,654 3.93%
36 EXXON MOBIL CORP 93,628 8,172 3.01%
37 FLOWERS FOODS INC 13,567 205 0.08%
38 GENERAL ELECTRIC CO 253,313 7,503 2.77%
39 GENERAL MLS INC 5,183 331 0.12%
40 HCP INC 51,871 1,968 0.73%
41 HEALTHCARE TR AMER INC 37,958 1,238 0.46%
42 HONEYWELL INTL INC 2,228 260 0.10%
43 INTERNATIONAL BUSINESS MACHS 1,730 275 0.10%
44 ISHARES TR 1,776 514 0.19%
45 ISHARES TR 1,819 317 0.12%
46 ISHARES TR 5,766 341 0.13%
47 ISHARES TR 2,709 230 0.08%
48 ISHARES TR 101,948 11,461 4.22%
49 ISHARES TR 7,049 1,533 0.56%
50 ISHARES TR 6,600 251 0.09%
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