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 783 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 783 $241M +$30.1M -$86.8M -$56.6M AAPL, AMZN, META, JPM, C 13F-HR 7/6/2017, 12:21 PM
Q1 2017 796 $290M +$47.1M -$73.7M -$26.6M AAPL, AMZN, META, JPM, PII 13F-HR 4/25/2017, 10:11 AM
Q4 2016 814 $304M +$30.2M -$56.6M -$26.4M AAPL, GVI, AMZN, META, PII 13F-HR 1/12/2017, 04:09 PM
Q3 2016 707 $319M +$34.6M -$45.4M -$10.8M AAPL, AMZN, GVI, HDV, META 13F-HR 10/5/2016, 02:35 PM
Q2 2016 726 $318M +$47.9M -$93.6M -$45.7M EFZ, PSQ, AAPL, GVI, HDV 13F-HR 7/15/2016, 04:15 PM
Q1 2016 746 $358M +$70M -$51.9M +$18.1M GVI, ACWI, AAPL, RWM, HDV 13F-HR 4/13/2016, 11:22 AM
Q4 2015 748 $337M +$39M -$173M -$134M RWM, EUM, AAPL, LQD, HDV 13F-HR 1/12/2016, 03:08 PM
Q3 2015 781 $460M +$66.4M -$70.1M -$3.65M EUM, AAPL, LQD, META, RWM 13F-HR 10/19/2015, 05:16 PM
Q2 2015 858 $500M +$74M -$59.5M +$14.5M AAPL, LQD, EUM, AMZN, META 13F-HR 7/27/2015, 12:12 PM
Q1 2015 983 $489M +$58.8M -$74.7M -$15.9M AAPL, LQD, EUM, WU, META 13F-HR 5/27/2015, 03:43 PM
Q4 2014 784 $497M +$227M -$106M +$121M AAPL, AMJ, META, ORCL, EFA 13F-HR 2/17/2015, 04:44 PM
Q3 2014 818 $371M +$98.5M -$75.8M +$22.8M EFZ, AAPL, WU, CNC, DOG 13F-HR 11/14/2014, 02:35 PM
Q2 2014 825 $357M +$75.2M -$40.5M +$34.8M IXC, FDD, DOG, NFX, HBI 13F-HR 8/15/2014, 03:50 PM
Q1 2014 449 $316M +$101M -$73.7M +$26.9M EZU, FDD, DOG, MBB, WU 13F-HR 5/13/2014, 10:58 AM
Q4 2013 443 $286M $0 $0 TRN, CBI, WU, FLS, IEX 13F-HR 1/28/2014, 07:34 PM