Sva Plumb Wealth Management Llc (1587836) Portfolio


Number of Companies: 125
Inflow: $30,603 K
Outflow: $-30,805 K
Net Flow: $-202 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2920 268 Us Bancorp (USB) Banks 136,284 Added More 114,480 $40.59 $4,646 $5,531
2779 8 Schwab Charles Corp (SCHW) Wealth Management 110,133 Added More 95,413 $28.02 $2,673 $3,085
2934 30 Praxair Inc (PX) Basic And Diversified Chemicals 44,871 Added More 20,021 $114.44 $2,291 $5,135
3047 19 Honeywell International Inc (HON) Comml And Res Bldg Equip And Sys 21,915 Added More 16,271 $112.05 $1,823 $2,455
3049 6 General Electric Co (GE) Electrical Power Equipment 348,564 Added More 50,542 $31.79 $1,606 $11,080
2555 57 Microchip Technology Inc (MCHP) Semiconductor Devices 134,562 Added More 31,043 $48.20 $1,496 $6,485
3035 2 United Parcel Service-Cl B (UPS) Courier Services 53,165 Added More 12,011 $105.47 $1,266 $5,607
3053 58 Biogen Inc (BIIB) Biotech 5,949 Added More 4,410 $260.32 $1,148 $1,548
2629 16 Enbridge Inc (ENB) Midstream Oil And Gas 55,910 Added More 28,215 $38.91 $1,097 $2,175
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 94,188 Added More 12,194 $83.58 $1,019 $7,873
3031 8 Pfizer Inc (PFE) Large Pharma 95,410 Added More 30,342 $29.63 $899 $2,827
3050 14 Wells Fargo And Co (WFC) Diversified Banks 103,187 Added More 17,722 $48.36 $857 $4,990
2925 29 Alliance Data Systems Corp (ADS) Consumer Finance 3,740 New Holding 3,740 $220.00 $822 $822
2979 53 Cisco Systems Inc (CSCO) Communications Equipment 153,898 Added More 25,809 $28.46 $734 $4,381
3013 9 Mckesson Corp (MCK) Health Care Supply Chain 19,702 Added More 4,068 $157.25 $639 $3,098
2525 28 Hain Celestial Group Inc (HAIN) Packaged Food 51,910 Added More 14,421 $40.91 $589 $2,123
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 102,623 Added More 7,700 $76.48 $588 $7,848
3017 8 Wal-Mart Stores Inc (WMT) Mass Merchants 33,454 Added More 8,100 $68.48 $554 $2,291
3076 10 Johnson And Johnson (JNJ) Large Pharma 105,493 Added More 5,044 $108.19 $545 $11,414
3014 6 Bristol-Myers Squibb Co (BMY) Large Pharma 43,858 Added More 8,440 $63.88 $539 $2,801
3071 42 Intl Business Machines Corp (IBM) It Services 24,038 Added More 3,501 $151.44 $530 $3,640
2819 20 T Rowe Price Group Inc (TROW) Investment Management 28,881 Added More 6,688 $73.45 $491 $2,121
2868 6 Sysco Corp (SYY) Food Products Wholesalers 73,024 Added More 9,871 $46.73 $461 $3,412
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 26,517 Added More 3,100 $94.50 $292 $2,505
3056 27 Boeing Cothe (BA) Aircraft And Parts 2,065 New Holding 2,065 $126.94 $262 $262
3023 7 Merck And Co Inc (MRK) Large Pharma 80,460 Added More 4,862 $52.91 $257 $4,257
2823 28 Discover Financial Services (DFS) Consumer Finance 90,026 Added More 4,736 $50.91 $241 $4,584
3009 8 General Dynamics Corp (GD) Defense Primes 1,605 New Holding 1,605 $131.36 $210 $210
2659 21 Xcel Energy Inc (XEL) Integrated Utilities 4,918 New Holding 4,918 $41.82 $205 $205
2912 18 Cr Bard Inc (BCR) Health Care Supplies 1,000 New Holding 1,000 $202.66 $202 $202
2853 28 American Electric Power (AEP) Integrated Utilities 30,132 Added More 2,307 $66.40 $153 $2,000
2956 32 Dominion Resources Incva (D) Integrated Utilities 19,228 Added More 1,691 $75.12 $127 $1,444
2977 67 Qualcomm Inc (QCOM) Semiconductor Devices 75,089 Added More 2,430 $51.13 $124 $3,840
3062 63 Atandt Inc (T) Telecom Carriers 71,334 Added More 3,102 $39.16 $121 $2,794
3079 54 Apple Inc (AAPL) Communications Equipment 110,394 Added More 1,014 $108.98 $110 $12,031
3065 7 Philip Morris International (PM) Tobacco 32,363 Added More 1,101 $98.11 $108 $3,175
2940 66 Nxp Semiconductors Nv (NXPI) Semiconductor Devices 57,265 Added More 1,233 $81.07 $99 $4,642
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 76,948 Added More 1,700 $54.08 $91 $4,161
2944 1 Emerson Electric Co (EMR) Industrial Automation Controls 131,316 Added More 1,585 $54.38 $86 $7,140
2858 64 Analog Devices Inc (ADI) Semiconductor Devices 15,651 Added More 1,404 $59.18 $83 $926
2948 269 Pnc Financial Services Group (PNC) Banks 19,363 Added More 877 $84.57 $74 $1,637
3067 10 Lockheed Martin Corp (LMT) Defense Primes 11,622 Added More 318 $221.50 $70 $2,574
2993 54 Schlumberger Ltd (SLB) Oil And Gas Services And Equip 41,088 Added More 889 $73.75 $65 $3,030
3072 34 Microsoft Corp (MSFT) Infrastructure Software 116,419 Added More 1,093 $55.23 $60 $6,429
2771 26 Fidelity National Info Serv (FIS) Consumer Finance 15,137 Added More 806 $63.31 $51 $958
2508 4 Sanofi (SNY) Large Pharma 30,335 Added More 769 $40.16 $30 $1,218
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 111,559 Added More 514 $59.22 $30 $6,606
3059 25 Pepsico Inc (PEP) Beverages 87,632 Added More 291 $102.48 $29 $8,980
3051 57 Gilead Sciences Inc (GILD) Biotech 2,859 Added More 172 $91.86 $15 $262
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 731 Added More 25 $593.64 $14 $433
3020 26 United Technologies Corp (UTX) Aircraft And Parts 2,464 Added More 110 $100.09 $11 $246
3001 7 Raytheon Company (RTN) Defense Primes 13,937 Added More 84 $122.62 $10 $1,709
2692 18 Spectra Energy Corp (SE) Midstream Oil And Gas 43,991 Added More 333 $30.60 $10 $1,346
3027 7 Comcast Corp-Class A (CMCSA) Cable And Satellite 3,859 Added More 121 $61.08 $7 $235
2990 40 Mondelez International Inc-A (MDLZ) Packaged Food 54,495 Added More 178 $40.11 $7 $2,186
3022 6 Altria Group Inc (MO) Tobacco 17,670 Added More 100 $62.66 $6 $1,107
3063 12 Unitedhealth Group Inc (UNH) Managed Care 3,397 Added More 23 $128.89 $2 $437
111 1 Johnson Controls Inc (JCI) Auto Parts 7,161 Added More 37 $38.97 $1 $279
2928 37 General Mills Inc (GIS) Packaged Food 4,567 Added More 2 $63.34 $0 $289
2840 47 Allstate Corp (ALL) P And C Insurance 3,606 No Change 0 $67.37 $0 $242
3032 17 Cvs Health Corp (CVS) Food And Drug Stores 3,653 No Change 0 $103.73 $0 $378
2991 68 Texas Instruments Inc (TXN) Semiconductor Devices 4,220 No Change 0 $57.41 $0 $242
3044 9 Costco Wholesale Corp (COST) Mass Merchants 2,514 No Change 0 $157.58 $0 $396
1218 143 First Business Financial Ser (FBIZ) Banks 22,176 No Change 0 $22.93 $0 $508
2711 10 Interpublic Group Of Cos Inc (IPG) Advertising And Marketing 13,000 No Change 0 $22.95 $0 $298
2624 46 Mgic Investment Corp (MTG) Mortgage Finance 10,000 No Change 0 $7.67 $0 $76
2932 19 Illinois Tool Works (ITW) Industrial Machinery 2,345 No Change 0 $102.44 $0 $240
756 2 National Presto Inds Inc (NPK) Defense Primes 4,009 No Change 0 $83.73 $0 $335
3066 59 Amgen Inc (AMGN) Biotech 3,854 Sold Some -20 $149.92 $-2 $577
3012 21 Kimberly-Clark Corp (KMB) Household Products 3,611 Sold Some -45 $134.50 $-6 $485
175 2 3m Co (MMM) Containers And Packaging 39,379 Sold Some -43 $166.63 $-7 $6,561
480 3 Phillips 66 (PSX) Refining And Marketing 2,912 Sold Some -125 $86.58 $-10 $252
12 2 Alliant Energy Corp (LNT) Integrated Utilities 7,039 Sold Some -150 $74.27 $-11 $522
3070 18 Home Depot Inc (HD) Home Products Stores 2,738 Sold Some -93 $133.42 $-12 $365
2778 11 Bank Of America Corp (BAC) Diversified Banks 14,655 Sold Some -1,001 $13.52 $-13 $198
3077 22 Procter And Gamble Cothe (PG) Household Products 71,905 Sold Some -244 $82.30 $-20 $5,918
776 17 Mge Energy Inc (MGEE) Utility Networks 9,845 Sold Some -450 $52.25 $-23 $514
2886 77 Conocophillips (COP) Exploration And Production 79,491 Sold Some -647 $40.27 $-26 $3,201
315 3 National Grid Plc (NGG) Utility Networks 12,634 Sold Some -398 $71.41 $-28 $902
2959 33 Duke Energy Corp (DUK) Integrated Utilities 9,404 Sold Some -381 $80.68 $-30 $758
2976 33 Oracle Corp (ORCL) Infrastructure Software 12,559 Sold Some -924 $40.91 $-37 $513
2745 84 Ansys Inc (ANSS) Application Software 9,266 Sold Some -480 $89.45 $-42 $828
2633 17 Emc Corpma (EMC) Computer Hardware And Storage 10,741 Sold Some -1,700 $26.65 $-45 $286
3030 69 Intel Corp (INTC) Semiconductor Devices 25,164 Sold Some -1,576 $32.34 $-50 $814
3008 5 Eli Lilly And Co (LLY) Large Pharma 4,789 Sold Some -756 $72.01 $-54 $344
2746 13 Potash Corp Of Saskatchewan (POT) Agricultural Chemicals 23,012 Sold Some -3,363 $17.02 $-57 $391
2850 27 Southern Cothe (SO) Integrated Utilities 8,168 Sold Some -1,208 $51.73 $-62 $422
2522 17 Diageo Plc (DEO) Beverages 18,034 Sold Some -584 $107.87 $-62 $1,945
3034 27 Sherwin-Williams Cothe (SHW) Specialty Chemicals 1,675 Sold Some -225 $284.67 $-64 $476
3061 12 Chevron Corp (CVX) Integrated Oils 45,251 Sold Some -709 $95.40 $-67 $4,316
2741 39 Ppl Corp (PPL) Utility Networks 12,114 Sold Some -2,400 $38.07 $-91 $461
2831 5 Kansas City Southern (KSU) Rail Freight 12,417 Sold Some -1,398 $85.44 $-119 $1,061
2927 6 Ford Motor Co (F) Automobiles 80,505 Sold Some -8,876 $13.50 $-119 $1,086
3064 14 Walt Disney Cothe (DIS) Entertainment Content 76,059 Sold Some -1,287 $99.30 $-127 $7,553
2805 17 Church And Dwight Co Inc (CHD) Household Products 33,375 Sold Some -1,634 $92.18 $-150 $3,076
2970 31 Fiserv Inc (FISV) Consumer Finance 52,337 Sold Some -1,581 $102.58 $-162 $5,368
2954 29 Stryker Corp (SYK) Medical Devices 45,601 Sold Some -1,546 $107.29 $-165 $4,892
2998 8 Express Scripts Holding Co (ESRX) Health Care Supply Chain 0 Sold All -2,661 $68.69 $-182 $0
1070 14 Kemper Corp (KMPR) P And C Insurance 0 Sold All -7,330 $29.57 $-216 $0
2863 35 Darden Restaurants Inc (DRI) Restaurants 10,432 Sold Some -3,402 $66.30 $-225 $691
1084 116 Bank Mutual Corp (BKMU) Banks 194,677 Sold Some -34,958 $7.57 $-264 $1,473
2911 4 Cme Group Inc (CME) Security And Cmdty Exchanges 0 Sold All -2,855 $96.05 $-274 $0
2513 8 Taro Pharmaceutical Indus (TARO) Generic Pharma 0 Sold All -2,020 $143.25 $-289 $0
2950 8 General Motors Co (GM) Automobiles 8,410 Sold Some -9,450 $31.43 $-297 $264
176 9 Bbandt Corp (BBT) Banks 43,245 Sold Some -8,930 $33.27 $-297 $1,438
3011 13 Citigroup Inc (C) Diversified Banks 23,319 Sold Some -7,183 $41.75 $-299 $973
3068 39 Mcdonalds Corp (MCD) Restaurants 29,960 Sold Some -2,399 $125.68 $-301 $3,765
2615 22 Jack Henry And Associates Inc (JKHY) Consumer Finance 0 Sold All -3,988 $84.57 $-337 $0
3078 18 Priceline Group Incthe (PCLN) Internet Based Services 3,710 Sold Some -305 $1288.95 $-393 $4,782
2675 9 Bank Of Montreal (BMO) Diversified Banks 34,337 Sold Some -6,873 $60.68 $-417 $2,083
3054 25 Intuitive Surgical Inc (ISRG) Medical Equipment 6,011 Sold Some -887 $601.04 $-533 $3,612
2973 23 Constellation Brands Inc-A (STZ) Beverages 54,361 Sold Some -3,679 $151.08 $-555 $8,213
2955 7 Automatic Data Processing (ADP) Payment And Data Processors 0 Sold All -6,696 $89.70 $-600 $0
2995 32 Tjx Companies Inc (TJX) Specialty Apparel Stores 22,372 Sold Some -9,432 $78.34 $-738 $1,752
2861 30 Abbott Laboratories (ABT) Life Science Equipment 52,389 Sold Some -18,262 $41.83 $-763 $2,191
2414 24 Ca Inc (CA) Infrastructure Software 0 Sold All -25,918 $30.79 $-798 $0
3029 24 Coca-Cola Cothe (KO) Beverages 127,327 Sold Some -19,464 $46.38 $-902 $5,906
2639 9 Thomson Reuters Corp (TRI) Recreational Vehicles 0 Sold All -24,436 $40.48 $-989 $0
3019 8 Union Pacific Corp (UNP) Rail Freight 2,696 Sold Some -16,891 $79.55 $-1,343 $214
150 7 Cerner Corp (CERN) Application Software 6,600 Sold Some -40,738 $52.95 $-2,157 $349
3040 9 Abbvie Inc (ABBV) Large Pharma 8,041 Sold Some -41,462 $57.11 $-2,368 $459
2914 19 Clorox Company (CLX) Household Products 0 Sold All -20,629 $126.05 $-2,600 $0
2952 26 Du Pont Ei De Nemours (DD) Specialty Chemicals 8,075 Sold Some -48,462 $63.32 $-3,068 $511
3000 32 American Express Co (AXP) Consumer Finance 0 Sold All -61,963 $61.40 $-3,804 $0
3036 50 American International Group (AIG) P And C Insurance 19,150 Sold Some -75,999 $54.04 $-4,107 $1,035