LBA Wealth Management, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 11 quarters from 2013-12-31 to 2016-09-30, LBA Wealth Management, LLC opened 276 positions, added to 497, reduced 473 and sold out of 180.
- Q3 2016: Stock AAPL; Country of operation United States; Class COM; Shares before 21,761.
- Q3 2016: Stock INTC; Country of operation United States; Class COM; Shares before 42,980.
- Q3 2016: Stock DHR; Country of operation United States; Class COM; Shares before 9,756.
- Q3 2016: Stock CSCO; Country of operation United States; Class COM; Shares before 49,271.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1600566), 11 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-05); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-03); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-12); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-01); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-04); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-10); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-24); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | AAPL
APPLE INC | United States | COM | 21,761 | 21,901 | +140 | $2,080,000 | $2,476,000 | +$396,000 | 2016-11-10 |
|---|
| Q3 2016 | INTC
INTEL CORP | United States | COM | 42,980 | 43,230 | +250 | $1,410,000 | $1,632,000 | +$222,000 | 2016-11-10 |
|---|
| Q3 2016 | DHR
DANAHER CORP DEL | United States | COM | 9,756 | 10,297 | +541 | $985,000 | $807,000 | -$178,000 | 2016-11-10 |
|---|
| Q3 2016 | CSCO
CISCO SYS INC | United States | COM | 49,271 | 49,396 | +125 | $1,414,000 | $1,567,000 | +$153,000 | 2016-11-10 |
|---|
| Q3 2016 | BIIB
BIOGEN INC | United States | COM | 1,368 | 1,483 | +115 | $331,000 | $464,000 | +$133,000 | 2016-11-10 |
|---|
| Q3 2016 | AMZN
AMAZON COM INC | United States | COM | 377 | 477 | +100 | $270,000 | $399,000 | +$129,000 | 2016-11-10 |
|---|
| Q3 2016 | MET
METLIFE INC | United States | COM | 25,547 | 25,723 | +176 | $1,018,000 | $1,143,000 | +$125,000 | 2016-11-10 |
|---|
| Q3 2016 | JPM
JPMORGAN CHASE & CO | United States | COM | 23,670 | 23,937 | +267 | $1,471,000 | $1,594,000 | +$123,000 | 2016-11-10 |
|---|
| Q3 2016 | UNP
UNION PAC CORP | United States | COM | 10,294 | 10,352 | +58 | $898,000 | $1,010,000 | +$112,000 | 2016-11-10 |
|---|
| Q3 2016 | EBAY
EBAY INC | United States | COM | 11,080 | 11,180 | +100 | $259,000 | $368,000 | +$109,000 | 2016-11-10 |
|---|
| Q3 2016 | FDX
FEDEX CORP | United States | COM | 3,572 | 3,653 | +81 | $542,000 | $638,000 | +$96,000 | 2016-11-10 |
|---|
| Q3 2016 | CVS
CVS HEALTH CORP | United States | COM | 16,763 | 17,023 | +260 | $1,605,000 | $1,515,000 | -$90,000 | 2016-11-10 |
|---|
| Q3 2016 | SWK
STANLEY BLACK & DECKER INC | United States | COM | 6,540 | 6,630 | +90 | $727,000 | $815,000 | +$88,000 | 2016-11-10 |
|---|
| Q3 2016 | HPQ
HP INC | United States | COM | 20,925 | 21,550 | +625 | $263,000 | $335,000 | +$72,000 | 2016-11-10 |
|---|
| Q3 2016 | PG
PROCTER AND GAMBLE CO | United States | COM | 8,933 | 9,152 | +219 | $756,000 | $821,000 | +$65,000 | 2016-11-10 |
|---|
| Q3 2016 | GILD
GILEAD SCIENCES INC | United States | COM | 14,171 | 14,198 | +27 | $1,182,000 | $1,123,000 | -$59,000 | 2016-11-10 |
|---|
| Q3 2016 | ROP
ROPER TECHNOLOGIES INC | United States | COM | 4,225 | 4,250 | +25 | $721,000 | $775,000 | +$54,000 | 2016-11-10 |
|---|
| Q3 2016 | AMP
AMERIPRISE FINL INC | United States | COM | 3,460 | 3,650 | +190 | $311,000 | $364,000 | +$53,000 | 2016-11-10 |
|---|
| Q3 2016 | LOW
LOWES COS INC | United States | COM | 7,184 | 7,199 | +15 | $569,000 | $520,000 | -$49,000 | 2016-11-10 |
|---|
| Q3 2016 | CF
CF INDS HLDGS INC | United States | COM | 7,600 | 9,360 | +1,760 | $183,000 | $228,000 | +$45,000 | 2016-11-10 |
|---|
| Q3 2016 | META
FACEBOOK INC | United States | CL A | 2,447 | 2,523 | +76 | $280,000 | $324,000 | +$44,000 | 2016-11-10 |
|---|
| Q3 2016 | MGM
MGM RESORTS INTERNATIONAL | United States | COM | 1,000 | 2,100 | +1,100 | $23,000 | $55,000 | +$32,000 | 2016-11-10 |
|---|
| Q3 2016 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 881 | 1,102 | +221 | $111,000 | $138,000 | +$27,000 | 2016-11-10 |
|---|
| Q3 2016 | EA
ELECTRONIC ARTS INC | United States | COM | 130 | 430 | +300 | $10,000 | $37,000 | +$27,000 | 2016-11-10 |
|---|
| Q3 2016 | AMGN
AMGEN INC | United States | COM | 778 | 837 | +59 | $118,000 | $140,000 | +$22,000 | 2016-11-10 |
|---|
| Q3 2016 | PM
PHILIP MORRIS INTL INC | United States | COM | 327 | 569 | +242 | $33,000 | $55,000 | +$22,000 | 2016-11-10 |
|---|
| Q3 2016 | COP
CONOCOPHILLIPS | United States | COM | 11,112 | 11,602 | +490 | $484,000 | $504,000 | +$20,000 | 2016-11-10 |
|---|
| Q3 2016 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,550 | 2,684 | +134 | $369,000 | $388,000 | +$19,000 | 2016-11-10 |
|---|
| Q3 2016 | ECL
ECOLAB INC | United States | COM | 5,045 | 5,070 | +25 | $598,000 | $617,000 | +$19,000 | 2016-11-10 |
|---|
| Q3 2016 | MRK
MERCK & CO INC | United States | COM | 2,970 | 3,045 | +75 | $171,000 | $190,000 | +$19,000 | 2016-11-10 |
|---|
| Q3 2016 | CSX
CSX CORP | United States | COM | 619 | 1,119 | +500 | $16,000 | $34,000 | +$18,000 | 2016-11-10 |
|---|
| Q3 2016 | CVX
CHEVRON CORP NEW | United States | COM | 11,333 | 11,391 | +58 | $1,188,000 | $1,172,000 | -$16,000 | 2016-11-10 |
|---|
| Q3 2016 | PRU
PRUDENTIAL FINL INC | United States | COM | 125 | 304 | +179 | $9,000 | $25,000 | +$16,000 | 2016-11-10 |
|---|
| Q3 2016 | HONZZZZ
HONEYWELL INTL INC | | COM | 981 | 1,098 | +117 | $114,000 | $128,000 | +$14,000 | 2016-11-10 |
|---|
| Q3 2016 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 261 | 317 | +56 | $39,000 | $51,000 | +$12,000 | 2016-11-10 |
|---|
| Q3 2016 | ULTA
ULTA SALON COSMETCS & FRAG | United States | COM | 30 | 80 | +50 | $7,000 | $19,000 | +$12,000 | 2016-11-10 |
|---|
| Q3 2016 | BSX
BOSTON SCIENTIFIC CORP | United States | COM | 900 | 1,400 | +500 | $21,000 | $33,000 | +$12,000 | 2016-11-10 |
|---|
| Q3 2016 | PEP
PEPSICO INC | United States | COM | 603 | 689 | +86 | $64,000 | $75,000 | +$11,000 | 2016-11-10 |
|---|
| Q3 2016 | ORCL
ORACLE CORP | United States | COM | 1,367 | 1,687 | +320 | $56,000 | $66,000 | +$10,000 | 2016-11-10 |
|---|
| Q3 2016 | ETN
EATON CORP PLC | | SHS | 778 | 828 | +50 | $46,000 | $54,000 | +$8,000 | 2016-11-10 |
|---|
| Q3 2016 | ABT
ABBOTT LABS | United States | COM | 926 | 1,026 | +100 | $36,000 | $43,000 | +$7,000 | 2016-11-10 |
|---|
| Q3 2016 | WFC
WELLS FARGO & CO NEW | United States | COM | 3,122 | 3,186 | +64 | $148,000 | $141,000 | -$7,000 | 2016-11-10 |
|---|
| Q3 2016 | LLY
LILLY ELI & CO | United States | COM | 1,110 | 1,160 | +50 | $87,000 | $93,000 | +$6,000 | 2016-11-10 |
|---|
| Q3 2016 | PFE
PFIZER INC | United States | COM | 24,824 | 25,671 | +847 | $874,000 | $869,000 | -$5,000 | 2016-11-10 |
|---|
| Q3 2016 | KO
COCA COLA CO | United States | COM | 1,358 | 1,360 | +2 | $62,000 | $58,000 | -$4,000 | 2016-11-10 |
|---|
| Q3 2016 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 9,030 | 9,614 | +584 | $504,000 | $500,000 | -$4,000 | 2016-11-10 |
|---|
| Q3 2016 | M
MACYS INC | United States | COM | 765 | 775 | +10 | $26,000 | $29,000 | +$3,000 | 2016-11-10 |
|---|
| Q3 2016 | WMT
WAL-MART STORES INC | United States | COM | 16,128 | 16,306 | +178 | $1,178,000 | $1,176,000 | -$2,000 | 2016-11-10 |
|---|
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