Robert J. Wittman

VA01Member58 filings288 transactions

Total Purchases (max)

$1.9M

Total Sales (max)

$270K

Net Portfolio Value

$1.6M

88 active positions of 182 total · Using max values from amount ranges

#Ticker↕Asset↕Purchases↕Sales↕Net Value↓Txns↕% of Portfolio
1—Harding Loevner Intl Eqty Inst$50K—$50K13.1%
2—Metropolitan West Tot Ret Bd I$50K—$50K13.1%
3—Putnam Short Duration Income a$50K—$50K13.1%
4—AB Global Bond Adv$50K$15K$35K22.2%
5—apple Inc. (aaPl)$50K$15K$35K22.2%
6AMZNAmazon.com, Inc.$45K$15K$30K41.9%
7MAMastercard Incorporated$45K$15K$30K41.9%
8XOMMorgan Stanley (JT) Exxon Mobil Corporation$30K—$30K21.9%
9—Vanguard Total Bond Market ETF$30K—$30K21.9%
10—Ishares 0-5 HY Corp$30K—$30K21.9%
11SHYGiShares 0-5 Year High Yield Corporate Bond ETF$30K—$30K21.9%
12IWBiShares Russell 1000 ETF$30K—$30K21.9%
13AXPAmerican Express Company$30K—$30K21.9%
14ANTMMorgan Stanley Anthem, Inc.$30K—$30K21.9%
15—Morgan Stanley Schlumberger N.V. (Slb)$30K—$30K21.9%
16AMTAmerican Tower Corporation$15K—$15K10.9%
17AAPLApple Inc.$30K$15K$15K30.9%
18CATCaterpillar, Inc.$30K$15K$15K30.9%
19JPMJP Morgan Chase & Co.$30K$15K$15K30.9%
20MSFTMicrosoft Corporation$45K$30K$15K50.9%
21WMTWalmart Inc.$45K$30K$15K50.9%
22ACNAccenture plc Class A Ordinary Shares$30K$15K$15K30.9%
23PGProcter & Gamble Company$15K—$15K10.9%
24SPGIS&P Global Inc.$15K—$15K10.9%
25ZTSZoetis Inc. Class A$15K—$15K10.9%
26TJXTJX Companies, Inc.$45K$30K$15K50.9%
27—Ishares MSCI Euro Financial$15K—$15K10.9%
28—Ishares US Pharmaceuticals ETF$15K—$15K10.9%
29—Vaneck Morningstar Intl Moat ETF$15K—$15K10.9%
30—Morgan Stanley Harding Loevner Intl Eqty Inst$15K—$15K10.9%
31CMCSAComcast Corporation - Class A$30K$15K$15K30.9%
32—Vanguard Total Inl Bond ETF$15K—$15K10.9%
33—Franklin FTSE Japan ETF$15K—$15K10.9%
34—Invesco KBW Bank ETF$15K—$15K10.9%
35—iShares 10+ Year Investment$15K—$15K10.9%
36—iShares Core S&P Small Cap E$15K—$15K10.9%
37—iShares MSCI EAFE Val ETF$15K—$15K10.9%
38—Morgan Stanley Energy Sel Sect SPDR FD$15K—$15K10.9%
39—JPM Nasdaq Equity Premium$15K—$15K10.9%
40—Morgan Stanley SPDR S&P 500 ETF Trust$15K—$15K10.9%
41TLHiShares 10-20 Year Treasury Bond ETF$15K—$15K10.9%
42—JPMorgan Betabuilders Canada$15K—$15K10.9%
43—JPMorgan Equity Premium Inco$15K—$15K10.9%
44SBUXStarbucks Corporation$30K$15K$15K30.9%
45—SPDR S&P 500 ETF Trust$15K—$15K10.9%
46TLTMorgan Stanley iShares 20+ Year Treasury Bond ETF$15K—$15K10.9%
47KMI.WMorgan Stanley Kinder Morgan, Inc. Warrants Expiring 2017$15K—$15K10.9%
48RIORio Tinto Plc$15K—$15K10.9%
49—Franklin FTSE united Kingdom ETF (Flgb)$15K—$15K10.9%
50IEURiShares Core MSCI Europe ETF$15K—$15K10.9%
51—Morgan Stanley Meta Platforms, Inc. - Class A (Fb)$15K—$15K10.9%
52XLESelect Sector$15K—$15K10.9%
53TAT&T Inc.$30K$15K$15K30.9%
54WRK.VMorgan Stanley Westrock Company Common Stock Ex-distribution When Issued$15K—$15K10.9%
55CONECyrusOne Inc$15K—$15K10.9%
56—general Electric Company (gE)$15K—$15K10.9%
57LOWlowe's Companies, Inc.$30K$15K$15K30.9%
58COSTCostco Wholesale Corporation$15K—$15K10.9%
59CCIMorgan Stanley Crown Castle International Corp.$15K—$15K10.9%
60—Morgan Stanley Home depot, Inc. (Hd)$15K—$15K10.9%
61—Morgan Stanley Filing Id #20018052 Royal gold, Inc. (Rgld)$15K—$15K10.9%
62SCHWCharles Schwab Corporation$15K—$15K10.9%
63MSIMotorola Solutions, Inc.$15K—$15K10.9%
64—abbVie Inc. (abbV)$15K—$15K10.9%
65—Charles schwab Corporation (SCHW) [sT]$15K—$15K10.9%
66—Philip Morris International Inc (PM) [sT]$15K—$15K10.9%
67—Morgan Stanley Principal Preferred Sec Inst$15K—$15K10.9%
68EMCEMC Corporation$15K—$15K20.9%
69—Morgan Stanley abbVie Inc. (abbV)$15K—$15K10.9%
70ACEMorgan Stanley ace limited$15K—$15K10.9%
71—Morgan Stanley apple Inc. (aaPl)$15K—$15K10.9%
72—Morgan Stanley boeing Company (ba)$15K—$15K10.9%
73CVXMorgan Stanley Chevron Corporation$15K—$15K10.9%
74—Morgan Stanley Colgate-Palmolive Company (Cl)$15K—$15K10.9%
75DFSMorgan Stanley discover Financial Services$15K—$15K10.9%
76—Morgan Stanley general Motors Company (gM)$15K—$15K10.9%
77MMorgan Stanley Macy's Inc$15K—$15K10.9%
78OIHMorgan Stanley Market Vectors Oil Services ETF$15K—$15K10.9%
79MMCMorgan Stanley Marsh & Mclennan Companies, Inc.$15K—$15K10.9%
80MDTMorgan Stanley Medtronic plc. Ordinary Shares$15K—$15K10.9%
81NLSNMorgan Stanley Nielsen N.V. Ordinary Shares$15K—$15K10.9%
82NVOMorgan Stanley Novo Nordisk a/S$15K—$15K10.9%
83—Morgan Stanley Packaging Corporation of america$15K—$15K10.9%
84PEPMorgan Stanley Pepsico, Inc.$15K—$15K10.9%
85VFCMorgan Stanley V.F. Corporation$15K—$15K10.9%
86WECMorgan Stanley WEC Energy group, Inc.$15K—$15K10.9%
87WFCMorgan Stanley Wells Fargo & Company$15K—$15K10.9%
88WHRMorgan Stanley Whirlpool Corporation$15K—$15K10.9%
89ABBVAbbVie Inc.$15K$15K$02—
90GOOGAlphabet Inc. - Class C Capital Stock$15K$15K$02—
91EOGEOG Resources, Inc.$15K$15K$02—
92FISFidelity National Information Services, Inc.$15K$15K$02—
93HIGHartford Financial Services Group, Inc.$15K$15K$02—
94IFFInternational Flavors & Fragrances, Inc.$30K$30K$04—
95KMIKinder Morgan, Inc.$15K$15K$02—
96PLDProLogis, Inc.$15K$15K$02—
97UNHUnitedHealth Group Incorporated Common Stock$15K$15K$02—
98AVGOBroadcom Inc.$15K$15K$02—
99DGDollar General Corporation$15K$15K$02—
100KMBKimberly-Clark Corporation$15K$15K$02—
101PSXPhillips 66$15K$15K$02—
102UNPUnion Pacific Corporation$15K$15K$02—
103MCDMorgan Stanley McDonald's Corporation$15K$15K$02—
104—ISHA Curr Hedged MSCI EAFE$15K$15K$02—
105—iShares US Technology ETF$15K$15K$02—
106—SPDR Blackstone Senior Loan$15K$15K$02—
107ABTAbbott Laboratories$30K$30K$04—
108GEGeneral Electric Company$15K$15K$02—
109MRKMorgan Stanley Merck & Company, Inc. Common Stock$15K$15K$02—
110HONHoneywell International Inc.$15K$15K$02—
111LMTFiling Id #20020446 lockheed Martin Corporation$15K$15K$02—
112BSXMorgan Stanley boston Scientific Corporation$15K$15K$02—
113NEENextEra Energy, Inc.$15K$15K$02—
114TGTTarget Corporation$15K$15K$02—
115—Dollar general Corporation (Dg)$15K$15K$02—
116UPSunited Parcel Service, Inc.$15K$15K$02—
117PGRProgressive Corporation$15K$15K$02—
118VVisa Inc.$15K$15K$02—
119PNCMorgan Stanley PNC Financial Services group, Inc.$15K$15K$02—
120BDXbecton, Dickinson and Company$15K$15K$02—
121PFEMorgan Stanley Pfizer, Inc.$15K$15K$02—
122PMMorgan Stanley Philip Morris International Inc$15K$15K$02—
123LINLinde plc ordinary Share——$01—
124PXPraxair, Inc.——$01—
125MARMarriott International - Class A——$01—
126HOTStarwood Hotels & Resorts Worldwide, Inc.——$01—
127BMYbristol-Myers Squibb Company$15K$15K$02—
128CBChubb Limited—$15K-$15K1—
129PDMPiedmont Office Realty Trust, Inc. Class A—$15K-$15K1—
130—Global X MSCI Norway ETF—$15K-$15K1—
131—SPDR Bloomberg Short Term HI—$15K-$15K1—
132BAXBaxter International Inc.$15K$30K-$15K3—
133ELVMorgan Stanley Elevance Health, Inc.—$15K-$15K1—
134—Ishares Edge MSCI Min Vol USA—$15K-$15K1—
135—Morgan Stanley Metropolitan West Tot Ret Bd I—$15K-$15K1—
136—Invesco QQQ Trust Series 1—$15K-$15K1—
137—Ishares 20+yr Treasu Bond ETF—$15K-$15K1—
138—MSIF Growth I—$15K-$15K1—
139—Franklin FTSE UK ETF—$15K-$15K1—
140—Global X US INF DEV ETF—$15K-$15K1—
141WRKWestrock Company—$15K-$15K1—
142—Goldman Activebeta US LC ETF—$15K-$15K1—
143FIXDMorgan Stanley First Trust TCW Opportunistic Fixed Income ETF—$15K-$15K1—
144—Global X Funds Global X U.S. Infrastructure Development ETF—$15K-$15K1—
145IVViShares Core S&P 500 ETF—$15K-$15K1—
146DREDuke Realty Corporation—$15K-$15K1—
147—Ishares Core MSCI Europe—$15K-$15K1—
148—Ishares MSCI EAFE Grwth EF—$15K-$15K1—
149—Ishares Russell 1000 ETF—$15K-$15K1—
150—Putnam Ultra Sht Dur Inc A—$15K-$15K1—
151—Morgan Stanley Vanguard Intermediate Term Cor—$15K-$15K1—
152—Vanguard Total Bond Index Fund—$15K-$15K1—
153SPHBMorgan Stanley Invesco S&P 500 High beta ETF—$15K-$15K1—
154EFGiShares MSCI EAFE growth ETF—$15K-$15K1—
155CMECME group Inc. - Class A—$15K-$15K1—
156NOCMorgan Stanley Filing Id #20020184 Northrop grumman Corporation—$15K-$15K1—
157JNJMorgan Stanley Johnson & Johnson$15K$30K-$15K3—
158RGLDRoyal gold, Inc.—$15K-$15K1—
159—Morgan Stanley duke Energy Corporation (duK)—$15K-$15K1—
160DISWalt Disney Company—$15K-$15K1—
161AGNAllergan plc Ordinary Shares—$15K-$15K1—
162—Morgan Stanley blackRock, Inc. (blK)—$15K-$15K1—
163—Schlumberger N.V. (Slb)—$15K-$15K1—
164—apple Inc. (aaPl) [sT]—$15K-$15K1—
165—abbVie Inc. (ABBV) [sT]—$15K-$15K1—
166EXRExtra Space Storage Inc—$15K-$15K1—
167—Morgan Stanley Highland lg Sht Healthcare Z—$15K-$15K1—
168CLXClorox Company—$15K-$15K1—
169—Exelis Inc. Common stock New (Xls)—$15K-$15K1—
170TEGIntegrys Energy group, Inc.—$15K-$15K1—
171—boeing Company (ba)—$15K-$15K1—
172—abbott laboratories (abT)—$15K-$15K1—
173CSCOCisco Systems, Inc.—$30K-$30K2—
174—Ishares Core MSCI EAFE ETF—$30K-$30K2—
175SPYMorgan Stanley SPDR S&P 500$15K$45K-$30K4—
176—Vanguard Total Intl Bond ETF$15K$50K-$35K2—
177—Virtus Vontobel Foreign Opp$15K$50K-$35K2—
178—Ishares US Technology ETF—$45K-$45K3—
179CVSMorgan Stanley CVS Health Corporation$30K$75K-$45K8—
180PBCTPeople's United Financial, Inc.—$50K-$50K1—
181AETAetna Inc.—$50K-$50K2—
182—Vanguard Total Bond Market—$65K-$65K2—