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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

GWM Advisors LLC INSTITUTION : GWM Advisors LLC
GWM Advisors LLC Portfolio (reported on 2020-05-04)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES CORE    (MF Closed and MF Open) IVV 65,232,000 252,448 3.14%
BRUKER CORP    (COM) BRKR 62,501,000 1,742,918 3.01%
MICROSOFT CORP    (COM) MSFT 49,551,000 314,189 2.38%
APPLE INC    (COM) AAPL 40,878,000 160,754 1.96%
VANGUARD S&P    (MF Closed and MF Open) VOO 35,590,000 150,283 1.71%
SPDR S&P    (MF Closed and MF Open) SPY 31,366,000 121,691 1.51%
ISHARES U S    (MF Closed and MF Open) GOVT 29,427,000 1,050,601 1.41%
NEXTERA ENERGY    (COM) NEE 27,806,000 115,561 1.33%
HOME DEPOT    (COM) HD 26,154,000 140,079 1.25%
JPMORGAN CHASE    (COM) JPM 26,039,000 289,223 1.25%
VERIZON COMMUNICATIONS    (COM) VZ 26,015,000 484,173 1.25%
PEPSICO INC    (COM) PEP 24,281,000 202,177 1.16%
WALMART INC    (COM) WMT 23,118,000 203,469 1.11%
MERCK & COMPANY    (COM) MRK 22,954,000 298,342 1.10%
AMERICAN TOWER    (COM) AMT 21,979,000 100,939 1.05%
ISHARES CORE    (MF Closed and MF Open) AGG 21,934,000 190,116 1.05%
WEC ENERGY    (COM) 19,489,000 221,140 0.93%
CMS ENERGY    (COM) CMS 19,401,000 330,236 0.93%
AMAZON COM    (COM) AMZN 19,148,000 9,821 0.92%
CISCO SYSTEMS    (COM) CSCO 19,133,000 486,721 0.92%
ACCENTURE PLC    (COM) ACN 18,975,000 116,229 0.91%
ISHARES EDGE    (MF Closed and MF Open) USMV 18,729,000 346,772 0.90%
TEXAS INSTRUMENTS    (COM) TXN 17,896,000 179,088 0.86%
UNION PACIFIC CORP    (COM) UNP 17,199,000 121,947 0.82%
ISHARES 1 to 3YR    (MF Closed and MF Open) SHY 16,684,000 192,496 0.80%
MC CORMICK    (COM) MKC 16,652,000 117,926 0.80%
ISHARES 7 to 10YR    (MF Closed and MF Open) IEF 16,602,000 136,667 0.79%
ECOLAB INC    (COM) ECL 16,377,000 105,094 0.78%
BECTON DICKINSON    (COM) BDX 16,374,000 71,263 0.78%
BROWN FORMAN CORP CL B    (COM) BF/B 16,175,000 291,391 0.77%
NOVARTIS AG    (COM) NVS 16,022,000 194,329 0.77%
CME GROUP    (COM) CME 15,955,000 92,276 0.76%
ASSURANT INC    (COM) AIZ 15,509,000 148,995 0.74%
ISHARES RUSSELL    (MF Closed and MF Open) IWB 15,039,000 106,262 0.72%
INVESCO QQQ    (MF Closed and MF Open) 14,791,000 77,684 0.71%
VANGUARD TOTAL    (MF Closed and MF Open) BNDX 14,579,000 259,137 0.70%
PNC FINANCIAL    (COM) PNC 14,078,000 147,072 0.67%
VANGUARD VALUE    (MF Closed and MF Open) VTV 13,738,000 154,261 0.66%
ISHARES CORE    (MF Closed and MF Open) IEFA 13,733,000 275,258 0.66%
INVESCO DWA    (MF Closed and MF Open) 12,792,000 237,065 0.61%
VANGUARD SHORT    (MF Closed and MF Open) VCSH 12,370,000 156,379 0.59%
VANGUARD SHORT    (MF Closed and MF Open) BSV 12,036,000 146,464 0.57%
ISHARES RUSSELL    (MF Closed and MF Open) IWF 12,024,000 79,811 0.57%
VANGUARD TOTAL    (MF Closed and MF Open) VTI 11,809,000 91,605 0.56%
ISHARES 20    (MF Closed and MF Open) TLT 11,676,000 70,779 0.56%
VANGUARD TOTAL    (MF Closed and MF Open) BND 11,512,000 134,880 0.55%
ISHARES EDGE    (MF Closed and MF Open) EEMV 11,455,000 244,147 0.55%
V F CORP    (COM) VFC 11,328,000 209,459 0.54%
ISHARES EDGE    (MF Closed and MF Open) QUAL 11,316,000 139,641 0.54%
ISHARES U S    (MF Closed and MF Open) NEAR 11,284,000 232,717 0.54%
SYSCO CORP    (COM) SYY 11,134,000 243,999 0.53%
JOHNSON & JOHNSON    (COM) JNJ 10,956,000 83,552 0.52%
SCHWAB US    (MF Closed and MF Open) SCHD 10,813,000 240,404 0.52%
VANECK VECTORS    (MF Closed and MF Open) 10,357,000 210,835 0.49%
VISA INC    (COM) V 10,331,000 64,121 0.49%
LOCKHEED MARTIN    (COM) LMT 9,864,000 29,100 0.47%
INVESCO S&P    (MF Closed and MF Open) 9,707,000 115,531 0.46%
ISHARES INTERMEDIATE    (MF Closed and MF Open) CIU 9,521,000 173,356 0.45%
VANGUARD FTSE    (MF Closed and MF Open) VEA 9,471,000 284,063 0.45%
ISHARES CORE    (MF Closed and MF Open) IJR 9,196,000 163,885 0.44%
ISHARES MBS    (MF Closed and MF Open) MBB 9,092,000 82,323 0.43%
BERKSHIRE HATHAWAY    (COM) BRK/B 8,983,000 49,132 0.43%
MCDONALDS CORP    (COM) MCD 8,912,000 53,899 0.42%
PROCTER AND GAMBLE    (COM) PG 8,906,000 80,965 0.42%
VANGUARD GROWTH    (MF Closed and MF Open) VUG 8,733,000 55,737 0.42%
LATTICE HARTFORD    (MF Closed and MF Open) 8,664,000 393,110 0.41%
ISHARES CORE    (MF Closed and MF Open) DGRO 8,338,000 255,856 0.40%
ISHARES CORE    (MF Closed and MF Open) IEMG 8,310,000 205,329 0.40%
ALPHABET INC    (COM) GOOGL 8,123,000 6,991 0.39%
LINDE PLC    (COM) 7,930,000 45,838 0.38%
ISHARES EDGE    (MF Closed and MF Open) EFAV 7,919,000 127,631 0.38%
INTEL CORP    (COM) INTC 7,870,000 145,414 0.37%
SPDR NUVEEN    (MF Closed and MF Open) 7,859,000 160,711 0.37%
ISHARES ESG    (MF Closed and MF Open) 7,758,000 134,951 0.37%
FACEBOOK INC    (COM) FB 7,553,000 45,283 0.36%
ISHARES GOLD    (COM) IAU 7,470,000 495,703 0.35%
FIRST TRUST    (MF Closed and MF Open) QTEC 7,385,000 87,374 0.35%
INVESCO EXCHANGE    (MF Closed and MF Open) 7,269,000 154,927 0.35%
VANGUARD REAL    (MF Closed and MF Open) VNQ 7,231,000 103,528 0.34%
ISHARES CORE    (MF Closed and MF Open) IJH 6,784,000 47,159 0.32%
VANGUARD INTERNATIONAL    (MF Closed and MF Open) 6,753,000 115,798 0.32%
ISHARES CORE    (MF Closed and MF Open) ISI 6,726,000 117,574 0.32%
FIRST TRUST    (MF Closed and MF Open) FTSM 6,696,000 113,439 0.32%
ISHARES CONV    (MF Closed and MF Open) 6,326,000 116,374 0.30%
COMCAST CORP    (COM) CMCSA 6,271,000 182,416 0.30%
VANGUARD HIGH    (MF Closed and MF Open) VYM 6,205,000 87,708 0.29%
FIRST TRUST    (MF Closed and MF Open) FDN 6,072,000 49,076 0.29%
SPDR BLOOMBERG    (MF Closed and MF Open) 5,934,000 64,757 0.28%
WALT DISNEY    (COM) DIS 5,889,000 60,964 0.28%
ALPHABET INC    (COM) GOOG 5,845,000 5,027 0.28%
FIRST TRUST    (MF Closed and MF Open) FTLS 5,752,000 153,499 0.27%
AT&T INC    (COM) T 5,629,000 193,105 0.27%
UNITEDHEALTH GROUP    (COM) UNH 5,625,000 22,558 0.27%
VANGUARD SHORT    (MF Closed and MF Open) VGSH 5,382,000 86,335 0.25%
MASTERCARD INC    (COM) MA 5,364,000 22,206 0.25%
ISHARES    (MF Closed and MF Open) SHYG 5,360,000 131,139 0.25%
EXXON MOBIL    (COM) XOM 5,231,000 137,768 0.25%
VANGUARD DIVIDEND    (MF Closed and MF Open) VIG 5,155,000 49,856 0.24%
ELI LILLY    (COM) LLY 5,004,000 36,074 0.24%
BRISTOL MYERS    (COM) BMY 4,997,000 89,643 0.24%
ISHARES GLOBAL    (MF Closed and MF Open) IXN 4,995,000 27,388 0.24%
COCA COLA COMPANY    (COM) KO 4,920,000 111,198 0.23%
ISHARES ESG    (MF Closed and MF Open) 4,903,000 179,155 0.23%
GOLDMAN SACHS    (MF Closed and MF Open) 4,880,000 48,425 0.23%
INVESCO DEFENSIVE    (MF Closed and MF Open) 4,771,000 106,615 0.22%
VANGUARD FSTE    (MF Closed and MF Open) VWO 4,677,000 139,396 0.22%
CHEVRON CORP    (COM) CVX 4,646,000 64,118 0.22%
AMGEN INC    (COM) AMGN 4,605,000 22,716 0.22%
KIMBERLY CLARK    (COM) KMB 4,512,000 35,286 0.21%
ABBOTT LABORATORIES    (COM) ABT 4,485,000 56,841 0.21%
COSTCO WHOLESALE    (COM) COST 4,387,000 15,386 0.21%
FIRST TRUST    (MF Closed and MF Open) FXL 4,332,000 72,924 0.20%
VANGUARD MID    (MF Closed and MF Open) VO 4,310,000 32,738 0.20%
PACER GLOBAL    (MF Closed and MF Open) 4,293,000 190,610 0.20%
XCEL ENERGY    (COM) XEL 4,253,000 70,523 0.20%
FIRST TRUST    (MF Closed and MF Open) 4,217,000 80,010 0.20%
AUTOMATIC DATA    (COM) ADP 4,197,000 30,707 0.20%
PFIZER INC    (COM) PFE 4,173,000 127,861 0.20%
ISHARES TECHNOLOGY    (MF Closed and MF Open) IYW 4,074,000 19,931 0.19%
TARGET CORP    (COM) TGT 4,056,000 43,625 0.19%
VICTORYSHARES U S    (MF Closed and MF Open) 3,996,000 96,525 0.19%
ALIBABA GROUP    (COM) BABA 3,949,000 20,304 0.19%
SPDR GOLD    (COM) GLD 3,881,000 26,214 0.18%
INVESCO S&P    (MF Closed and MF Open) 3,863,000 128,711 0.18%
FIRST TRUST    (MF Closed and MF Open) FXU 3,748,000 152,663 0.18%
SOUTHERN COMPANY    (COM) SO 3,603,000 66,558 0.17%
CATERPILLAR INC    (COM) CAT 3,534,000 30,455 0.17%
NVIDIA CORP    (COM) NVDA 3,533,000 13,402 0.17%
3M COMPANY    (COM) MMM 3,521,000 25,790 0.16%
FASTENAL CO    (COM) FAST 3,447,000 110,312 0.16%
PIMCO 0 to 5    (MF Closed and MF Open) HYS 3,366,000 39,254 0.16%
INVESCO S&P    (MF Closed and MF Open) 3,350,000 33,457 0.16%
SPDR SERIES    (MF Closed and MF Open) SDY 3,218,000 40,294 0.15%
ILLINOIS TOOL    (COM) ITW 3,187,000 22,427 0.15%
ISHARES U S    (MF Closed and MF Open) PFF 3,159,000 99,201 0.15%
HONEYWELL INTL    (COM) HON 3,088,000 23,083 0.14%
ISHARES RUSSELL    (MF Closed and MF Open) IWM 3,065,000 26,774 0.14%
AMERICAN ELECTRIC    (COM) AEP 3,058,000 38,232 0.14%
BANK AMERICA    (COM) BAC 3,005,000 141,553 0.14%
ISHARES U S    (MF Closed and MF Open) 3,002,000 60,320 0.14%
VANGUARD TOTAL    (MF Closed and MF Open) VXUS 2,984,000 71,122 0.14%
FIRST TRUST    (MF Closed and MF Open) LMBS 2,974,000 58,320 0.14%
FIRST TRUST    (MF Closed and MF Open) FXH 2,950,000 39,876 0.14%
STARBUCKS CORP    (COM) SBUX 2,937,000 44,677 0.14%
REPUBLIC SERVICES    (COM) RSG 2,909,000 38,757 0.14%
ALTRIA GROUP    (COM) MO 2,898,000 74,938 0.13%
ISHARES MSCI    (MF Closed and MF Open) EFA 2,896,000 54,168 0.13%
FIRST TRUST    (MF Closed and MF Open) FTSL 2,884,000 69,021 0.13%
VANGUARD SMALL    (MF Closed and MF Open) VB 2,854,000 24,724 0.13%
SPDR BLOOMBERG    (MF Closed and MF Open) CWB 2,780,000 58,087 0.13%
INTL BUSINESS    (COM) IBM 2,725,000 24,566 0.13%
ISHARES S&P    (MF Closed and MF Open) IVW 2,708,000 16,406 0.13%
BROADCOM INC    (COM) 2,698,000 11,379 0.12%
ALPS RIVERFRONT    (MF Closed and MF Open) 2,670,000 100,508 0.12%
SELECT SECTOR    (MF Closed and MF Open) 2,647,000 59,822 0.12%
SECTOR HEALTHCARE    (MF Closed and MF Open) XLV 2,636,000 29,762 0.12%
ALLIANT ENERGY    (COM) LNT 2,619,000 54,225 0.12%
ISHARES JPMORGAN    (MF Closed and MF Open) EMB 2,605,000 26,944 0.12%
VANGUARD LARGE    (MF Closed and MF Open) VV 2,564,000 21,647 0.12%
VANGUARD MORTGAGE    (MF Closed and MF Open) VMBS 2,540,000 46,601 0.12%
PRINCIPAL US    (MF Closed and MF Open) 2,538,000 97,924 0.12%
ORACLE CORP    (COM) ORCL 2,525,000 52,242 0.12%
T-MOBILE US    (COM) TMUS 2,507,000 29,877 0.12%
ESSENTIAL UTILITIES    (COM) 2,504,000 61,515 0.12%
CLOROX COMPANY    (COM) CLX 2,499,000 14,424 0.12%
VANGUARD EXTENDED DURATION TREASURY INDEX FUND    (ETF) EDV 2,498,000 14,901 0.12%
PROLOGIS INC    (COM) PLD 2,444,000 30,405 0.11%
FIRST TRUST    (MF Closed and MF Open) FMB 2,425,000 44,857 0.11%
VANGUARD INTERMEDIATE    (MF Closed and MF Open) BIV 2,371,000 26,546 0.11%
ADOBE INC    (COM) ADBE 2,366,000 7,434 0.11%
LOWES COMPANIES    (COM) LOW 2,363,000 27,460 0.11%
EVERSOURCE ENERGY    (COM) ES 2,356,000 30,126 0.11%
VANGUARD SMALL    (MF Closed and MF Open) VBK 2,348,000 15,621 0.11%
GILEAD SCIENCES    (COM) GILD 2,322,000 31,054 0.11%
DUKE ENERGY    (COM) DUK 2,303,000 28,469 0.11%
CVS HEALTH    (COM) CVS 2,286,000 38,537 0.11%
ABBVIE INC    (COM) ABBV 2,286,000 30,008 0.11%
ISHARES EDGE    (MF Closed and MF Open) SIZE 2,281,000 31,961 0.10%
VANGUARD LONG    (MF Closed and MF Open) BLV 2,271,000 21,284 0.10%
UNITED PARCEL    (COM) UPS 2,259,000 24,179 0.10%
CITIGROUP INC    (COM) C 2,210,000 52,478 0.10%
ISHARES EXPANDED    (MF Closed and MF Open) IGV 2,206,000 10,489 0.10%
SELECT UTILITIES    (MF Closed and MF Open) XLU 2,197,000 39,642 0.10%
BOEING CO    (COM) BA 2,195,000 14,719 0.10%
ZOETIS INC    (COM) ZTS 2,164,000 18,387 0.10%
O REILLY AUTOMOTIVE    (COM) ORLY 2,131,000 7,077 0.10%
TERADYNE INC    (COM) TER 2,106,000 38,874 0.10%
VANGUARD S&P    (MF Closed and MF Open) VOOG 2,034,000 13,661 0.09%
ISHARES FLOATING    (MF Closed and MF Open) FLOT 2,030,000 41,640 0.09%
INVESCO EXCHANGE    (MF Closed and MF Open) 2,018,000 50,683 0.09%
UNITED TECHNOLOGIES    (COM) UTX 2,010,000 21,307 0.09%
FIRST TRUST    (MF Closed and MF Open) HYLS 1,979,000 47,131 0.09%
GENERAL MILLS    (COM) GIS 1,973,000 37,387 0.09%
SPDR DORSEY    (MF Closed and MF Open) 1,960,000 87,731 0.09%
NISOURCE INC    (COM) NI 1,953,000 78,201 0.09%
ISHARES U S    (MF Closed and MF Open) IDU 1,951,000 14,131 0.09%
ISHARES SILVER    (COM) SLV 1,950,000 149,406 0.09%
CDW CORP    (COM) CDW 1,938,000 20,775 0.09%
VANGUARD MID    (MF Closed and MF Open) VOT 1,925,000 15,193 0.09%
ISHARES SHORT    (MF Closed and MF Open) 1,920,000 18,060 0.09%
1 2 3 4 Next >Full Portfolio View
Total Value As 2020-03-31: 2,076,006,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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