• 13F History

Independent Portfolio Consultants, Inc.

13F Filings History

Latest 13F report
Q2 2017 - Jul 6, 2017
Value $
$241M
Signature - Title
Matthew Swendiman - Compliance Officer
Location
Boca Raton, FL
Summary
This page shows a list of all the recent 13F filings made by Independent Portfolio Consultants, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Independent Portfolio Consultants, Inc. reported 778 stock holdings with total value $241M as of Q2 2017. Top holdings included AAPL, AMZN, META, JPM, and C.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2017 778 $241M +$30.1M -$67.5M -$37.4M AAPL, AMZN, META, JPM, C 13F-HR 7/6/2017, 12:21 PM
Q1 2017 792 $290M +$47.3M -$61.3M -$14M AAPL, AMZN, META, JPM, PII 13F-HR 4/25/2017, 10:11 AM
Q4 2016 787 $304M +$30.4M -$31.6M -$1.15M AAPL, GVI, AMZN, META, PII 13F-HR 1/12/2017, 03:09 PM
Q3 2016 705 $319M +$34.6M -$34.2M +$346K AAPL, AMZN, GVI, HDV, META 13F-HR 10/5/2016, 02:35 PM
Q2 2016 723 $318M +$47.9M -$77.4M -$29.5M EFZ, PSQ, AAPL, GVI, HDV 13F-HR 7/15/2016, 04:15 PM
Q1 2016 745 $358M +$70M -$24.7M +$45.3M GVI, ACWI, AAPL, RWM, HDV 13F-HR 4/13/2016, 11:22 AM
Q4 2015 747 $337M +$39M -$137M -$98.3M RWM, EUM, AAPL, LQD, HDV 13F-HR 1/12/2016, 02:08 PM
Q3 2015 777 $460M +$66.4M -$41.5M +$25M EUM, AAPL, LQD, META, RWM 13F-HR 10/19/2015, 05:16 PM
Q2 2015 851 $500M +$74.4M -$40.1M +$34.3M AAPL, LQD, EUM, AMZN, META 13F-HR 7/27/2015, 12:12 PM
Q1 2015 929 $489M +$58.8M -$44.1M +$14.7M AAPL, LQD, EUM, WU, META 13F-HR 5/27/2015, 03:43 PM
Q4 2014 780 $497M +$227M -$70M +$157M AAPL, AMJ, META, ORCL, EFA 13F-HR 2/17/2015, 03:44 PM
Q3 2014 816 $371M +$98.5M -$35.1M +$63.4M EFZ, AAPL, WU, CNC, DOGXXXX 13F-HR 11/14/2014, 01:35 PM
Q2 2014 825 $357M +$75.2M -$19.1M +$56.2M IXC, FDD, DOGXXXX, NFX, HBI 13F-HR 8/15/2014, 03:50 PM
Q1 2014 449 $316M +$101M -$26.1M +$74.5M EZU, FDD, DOGXXXX, MBB, WU 13F-HR 5/13/2014, 10:58 AM
Q4 2013 442 $286M TRN, CBI, WU, FLS, IEX 13F-HR 1/28/2014, 06:34 PM