📊13F filing for Q4 2017
TOWNSEND & ASSOCIATES, INC Top Holdings
HTTP://WWW.TOWNSENDRETIREMENT.COM • WESTMINSTER, CO
Townsend & Associates is based out of Westminster.
Townsend & Associates is a large advisory firm with More than 100 clients and discretionary assets under management (AUM) of $430,247,081 (Form ADV from 2017-09-29).
Their last reported 13F filing for Q4 2017 included $96,204,000 in managed 13F securities and a top 10 holdings concentration of 47.06%.
Townsend & Associates’s largest holding is iShares Trust – Core S&P Mid-Cap 400 Exchange Traded Fund with shares held of 101,113.
12/31/2017
Top Buys
Name%
IJH iShares Trust – Cor… 18.803%
IJS iShares Trust S&P S… 10.815%
LOW Lowes Companies, Inc. 2.672%
LMT Lockheed Martin Corp. 2.311%
JNJ Johnson & Johnson Co. 2.24%