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Institutional Investment Manager
HIGHLAND PRIVATE WEALTH MANAGEMENT
HIGHLAND PRIVATE WEALTH MANAGEMENT (CIK: 0001664772). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 74 holdings with a total value of $194,366,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 3M CO 1,691 323,000 0.17%
52 CELGENE CORP 2,541 316,000 0.16%
53 PFIZER INC 8,971 307,000 0.16%
54 POWERSHARES GLOBAL ETF FD 13,800 304,000 0.16%
55 MCDONALDS CORP 2,176 283,000 0.15%
56 AMGEN INC 1,693 278,000 0.14%
57 NIKE INC 4,927 275,000 0.14%
58 US BANCORP DEL 5,220 269,000 0.14%
59 COMCAST CORP NEW 6,942 261,000 0.13%
60 SCHLUMBERGER LTD 3,321 260,000 0.13%
61 ISHARES TR 2,032 250,000 0.13%
62 MASTERCARD INCORPORATED 2,204 248,000 0.13%
63 WELLS FARGO & CO NEW 4,438 247,000 0.13%
64 TEXAS INSTRS INC 3,017 243,000 0.13%
65 BANK AMER CORP 10,149 239,000 0.12%
66 HOME DEPOT INC 1,607 236,000 0.12%
67 LOWES COS INC 2,820 232,000 0.12%
68 VISA INC 2,394 213,000 0.11%
69 VANGUARD SCOTTSDALE FDS 3,485 212,000 0.11%
70 UNION PAC CORP 1,978 210,000 0.11%
71 ABBVIE INC 3,180 207,000 0.11%
72 ISHARES TR 1,990 207,000 0.11%
73 MOBILEIRON INC COM NEW 15,000 65,000 0.03%
74 ISHARES TR 688 58,000 0.03%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001664772-17-000002, filed 2017.05.05).

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.