Avoid Fraud, Get The Facts, And Find The Best
Legal Name: COBIZ WEALTH, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 8, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
INVESCO EXCHANGETRAD (46137V357)
|
291,574 |
$31,432k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
287,827 |
$29,036k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
271,506 |
$21,253k |
|
|
Amazon.com Inc (023135106)
|
8,613 |
$16,310k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
53,366 |
$15,730k |
|
|
Apple Inc (037833100)
|
75,723 |
$14,987k |
|
|
MASTERCARD INC (57636Q104)
|
47,796 |
$12,643k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
106,491 |
$11,906k |
|
|
ALPHABET INC (02079K305)
|
10,942 |
$11,848k |
|
|
JOHNSON & JOHNSON (478160104)
|
84,931 |
$11,829k |
|
|
CISCO SYSTEMS INC (17275R102)
|
207,375 |
$11,350k |
|
|
EDWARDS LIFESCIENCE (28176E108)
|
57,241 |
$10,575k |
|
|
MICROSOFT CORP (594918104)
|
74,032 |
$9,917k |
|
|
LENNOX INTL INC (526107107)
|
35,975 |
$9,893k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
167,342 |
$9,560k |
|
|
COSTCO WHSL CORP (22160K105)
|
35,021 |
$9,255k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
49,344 |
$9,117k |
|
|
HONEYWELL INTL INC (438516106)
|
51,699 |
$9,026k |
|
|
Intuit Inc (461202103)
|
34,064 |
$8,902k |
|
|
ECOLAB INC (278865100)
|
42,143 |
$8,321k |
|
|
Intercontinental Exchange Inc (45866F104)
|
96,490 |
$8,292k |
|
|
Boeing Co/The (097023105)
|
22,417 |
$8,160k |
|
|
DISNEY WALT CO (254687106)
|
57,755 |
$8,065k |
|
|
O'REILLY AUTOMOTIVE (67103H107)
|
21,203 |
$7,831k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
30,712 |
$7,494k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
38,328 |
$7,446k |
|
|
BROADCOM INC (11135F101)
|
25,385 |
$7,307k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
173,532 |
$7,238k |
|
|
CIGNA CORP (125523100)
|
43,663 |
$6,879k |
|
|
Charles Schwab Corp/The (808513105)
|
165,347 |
$6,645k |
|
|
AMPHENOL CORPORATION (032095101)
|
68,951 |
$6,615k |
|
|
PEPSICO INC (713448108)
|
49,533 |
$6,495k |
|
|
WISDOMTREE TR (97717W604)
|
237,333 |
$6,434k |
|
|
STRYKER CORP (863667101)
|
31,278 |
$6,430k |
|
|
LOWES CO (548661107)
|
62,989 |
$6,356k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
21,444 |
$6,298k |
|
|
Chevron Corp (166764100)
|
49,680 |
$6,182k |
|
|
CHURCH & DWIGHT INC (171340102)
|
84,575 |
$6,179k |
|
|
ZOETIS INC (98978V103)
|
53,890 |
$6,116k |
|
|
TRAVELERS CO(THE) (89417E109)
|
37,097 |
$5,547k |
|
|
EOG Resources Inc (26875P101)
|
59,302 |
$5,525k |
|
|
WISDOMTREE TR (97717W208)
|
69,272 |
$5,041k |
|
|
HILL ROM HLDGS INC (431475102)
|
48,163 |
$5,039k |
|
|
Pioneer Natural Resources Co (723787107)
|
31,506 |
$4,848k |
|
|
BlackRock, Inc. (09247X101)
|
10,272 |
$4,821k |
|
|
CITIGROUP INC (172967424)
|
67,440 |
$4,723k |
|
|
STARBUCKS CORP (855244109)
|
56,249 |
$4,715k |
|
|
KEYSIGHT TECHNOLOGS (49338L103)
|
48,152 |
$4,325k |
|
|
EXPEDIA GROUP INC (30212P303)
|
31,586 |
$4,202k |
|
|
DISCOVER FINL SVCS (254709108)
|
43,123 |
$3,346k |
|
|
CONSTELLATION BRANDS (21036P108)
|
16,141 |
$3,179k |
|
|
STIFEL FINL CORP DSHS 1/40 PF (860630409)
|
116,365 |
$3,023k |
|
|
CITIGROUP INC DEP SHS PFD S (172967317)
|
92,165 |
$2,409k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
54,986 |
$2,339k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
10,548 |
$1,891k |
|
|
WELLS FARGO CO NEW DEP 1/1000 PFD A (949746465)
|
62,400 |
$1,768k |
|
|
NIKE INC (654106103)
|
16,606 |
$1,394k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
10,842 |
$1,379k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
138,839 |
$1,368k |
|
|
ISHARES (464287879)
|
9,137 |
$1,358k |
|
|
ISHARES (464287630)
|
11,210 |
$1,351k |
|
|
ISHARES (464287887)
|
6,726 |
$1,227k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
9,763 |
$1,138k |
|
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
4,892 |
$1,107k |
|
|
ISHARES (464287705)
|
6,567 |
$1,047k |
|
|
ESTEE LAUDER CO (518439104)
|
5,570 |
$1,020k |
|
|
UNION PAC CORP (907818108)
|
5,991 |
$1,013k |
|
|
ISHARES (464287465)
|
15,146 |
$996k |
|
|
UBS AG JERSEY BRH (902641646)
|
44,416 |
$992k |
|
|
ABBOTT LABS (002824100)
|
11,786 |
$991k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
3 |
$955k |
|
|
PFIZER INC (717081103)
|
20,328 |
$881k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
4,096 |
$873k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
9,130 |
$798k |
|
|
Fidelity(R) MSCI Energy ETF (316092402)
|
43,743 |
$752k |
|
|
US BANCORP DEL (902973304)
|
13,788 |
$722k |
|
|
ANADARKO PETE (032511107)
|
9,400 |
$663k |
|
|
FIDELITY (316092600)
|
14,153 |
$637k |
|
|
Exxon Mobil Corp (30231G102)
|
8,063 |
$618k |
|
|
ORACLE CORP (68389X105)
|
9,597 |
$547k |
|
|
ABBVIE INC (00287Y109)
|
7,349 |
$534k |
|
|
ZIONS BANCORPORATION N A PFD 1 (989701834)
|
20,155 |
$518k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
3,323 |
$499k |
|
|
FIRST REPUBLIC BANK (33616C100)
|
4,699 |
$459k |
|
|
ISHARES (464287234)
|
10,662 |
$458k |
|
|
CELGENE CORP (151020104)
|
3,862 |
$357k |
|
|
PROCTER & GAMBLE CO (742718109)
|
3,204 |
$351k |
|
|
COMERICA INC (200340107)
|
4,776 |
$347k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
1,716 |
$345k |
|
|
Schlumberger Ltd (806857108)
|
7,853 |
$312k |
|
|
SPDR DOW JONES INDL (78467X109)
|
1,138 |
$303k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
1,017 |
$298k |
|
|
HOME DEPOT INC (437076102)
|
1,407 |
$293k |
|
|
NOVO-NORDISK AS (670100205)
|
5,630 |
$287k |
|
|
FEDEX CORP (31428X106)
|
1,695 |
$278k |
|
|
WELLS FARGO CO NEW (949746101)
|
5,730 |
$271k |
|
|
INTEL CORP (458140100)
|
5,547 |
$266k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
2,320 |
$257k |
|
|
SPDR SERIES TRUST (78464A607)
|
2,572 |
$254k |
|
|
PRICE T ROWE GROUP INC (74144t108)
|
2,250 |
$247k |
|
|
Facebook Inc (30303M102)
|
1,247 |
$241k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
2,932 |
$237k |
|
|
SOUTHWEST AIRLS CO (844741108)
|
4,645 |
$236k |
|
|
EMERSON ELEC CO (291011104)
|
3,485 |
$233k |
|
|
Alphabet Inc (02079K107)
|
209 |
$226k |
|
|
SPDR S&P GLOBAL NATURAL RESOURCES ETF (78463X541)
|
4,923 |
$226k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
1,411 |
$219k |
|
|
DONALDSON INC COM (257651109)
|
4,280 |
$218k |
|
|
INVESCO ETF TR (46137V308)
|
3,470 |
$217k |
|
|
COCA-COLA CO (191216100)
|
4,215 |
$215k |
|
|
MCDONALDS CORP (580135101)
|
1,000 |
$208k |
|
|
PIMCO Corporate Opportunity (72201B101)
|
10,000 |
$181k |
|
|
CALYPTE BIOMEDICAL CORP (131722605)
|
595,888 |
$0k |
|
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