Friday, November 20, 2015

Stocks held in the GWM Core Equities Folio

Stephen L Gerritz, CFP
Folio IRA clients have accounts with an allocation in the Core Equities folio.

I would like to point out that Google is now called Alphabet.


These are the stocks held in the GWM Core Equities Folio. You can see that the holding are well diversified among various industries.


Symbol   Company     Industry
GOOG Alphabet Inc Cl C Cap Stock Google is now Alphabet
GE General Electric Co Misc. Capital Goods
AMZN Amazon.com Inc Retail (Catalog & Mail Order)
FB Facebook Inc Computer Services
MAS Masco Corp Constr. - Supplies & Fixtures
NOC Northrop Grumman Communications Equipment
DAL Delta Airlines Inc Airline
MSFT Microsoft Corp Software & Programming
BAC Bank of America Corporation Regional Banks
JPM JPMorgan Chase & Co Money Center Banks
KR Kroger Co Retail (Grocery)


If you would like further info on any of these stocks click the link below and input the stock symbol. There is a ton of info here.



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