0000715165-11-000005.txt : 20110503
0000715165-11-000005.hdr.sgml : 20110503
20110503110528
ACCESSION NUMBER: 0000715165-11-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20110331
FILED AS OF DATE: 20110503
DATE AS OF CHANGE: 20110503
EFFECTIVENESS DATE: 20110503
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Wright Private Asset Management
CENTRAL INDEX KEY: 0001378434
IRS NUMBER: 043836928
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12018
FILM NUMBER: 11803429
BUSINESS ADDRESS:
STREET 1: 440 WHEELERS FARMS ROAD
CITY: MILFORD
STATE: CT
ZIP: 06461-1847
BUSINESS PHONE: 203-783-4400
MAIL ADDRESS:
STREET 1: 440 WHEELERS FARMS ROAD
CITY: MILFORD
STATE: CT
ZIP: 06461-1847
FORMER COMPANY:
FORMER CONFORMED NAME: Cheswick Wright Wealth Management LLC
DATE OF NAME CHANGE: 20061017
13F-HR
1
wpam13f033111.txt
WRIGHT PRIVATE ASSET MANAGEMENT 13F - 3/31/2011
FORM 13F COVER PAGE
Report for the Calendar Quarter ended: March 31,2011
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this report:
Name: Wright Private Asset Management
Address: 440 Wheelers Farms Road
Milford,Connecticut 06461
13F File Number: 028-12018
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
scheduled, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Judith R. Corchard
Title: Compliance Officer
Phone: 203-783-4400
Signature, Place, and Date of Signing:
/s/ Judith R. Corchard
-------------------------
Judith R. Corchard Milford, Connecticut April 28,2011
Report Type (check only one.):
[ X ] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
List of Other Managers Reporting for this Manager: None
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934.
Wright Private Asset Management
FORM 13F
3/31/2011
Form 13F Information Table Voting Authority
Title -------------------------- -----------------------
of Value Shares/ Sh/ Put/ Invstmt Other
Name Of Issuer Class CUSIP (x$1000) Prn Amt Prn Call Dscretn Mgrs Sole Shared None
------------------------- ----- ------- ---------- -------- ---- ----- -------- ----- ----- --------- --------
COMMON STOCK
----------------------
AT&T Inc COM 00206r102 694 22,664 SH SOLE 22,195 0 469
American Express Co. COM 025816109 306 6,765 SH SOLE 6,625 0 140
Apple Computer Inc COM 037833100 551 1,581 SH SOLE 1,545 0 36
Bank Of America Corp COM 060505104 150 11,230 SH SOLE 10,950 0 280
Caterpillar Inc COM 149123101 400 3,595 SH SOLE 3,485 0 110
Chevron Corp COM 166764100 860 8,005 SH SOLE 7,845 0 160
Cisco System Inc COM 17275r102 290 16,912 SH SOLE 16,573 0 339
Coach Inc COM 189754104 279 5,369 SH SOLE 5,250 0 119
Coca Cola Co. COM 191216100 341 5,136 SH SOLE 5,040 0 96
Costco Wholesale Corp COM 22160k105 289 3,945 SH SOLE 3,835 0 110
Exelon Corp COM 30161n101 221 5,360 SH SOLE 5,240 0 120
Exxon Mobil Corp COM 30231g102 574 6,819 SH SOLE 6,678 0 141
General Electric Co. COM 369604103 343 17,120 SH SOLE 16,795 0 325
Hewlett-Packard Co. COM 428236103 383 9,351 SH SOLE 9,126 0 225
Honeywell Intl Inc COM 438516106 392 6,570 SH SOLE 6,490 0 80
I B M COM 459200101 658 4,035 SH SOLE 3,945 0 90
Intel Corp COM 458140100 357 17,667 SH SOLE 17,287 0 380
JP Morgan Chase & Co. COM 46625h100 440 9,540 SH SOLE 9,315 0 225
Johnson & Johnson COM 478160104 427 7,202 SH SOLE 7,055 0 147
McDonalds Corp COM 580135101 520 6,835 SH SOLE 6,685 0 150
Medtronic Inc COM 585055106 235 5,960 SH SOLE 5,810 0 150
Metlife Inc COM 59156r108 269 6,015 SH SOLE 5,865 0 150
Microsoft Corp COM 594918104 446 17,549 SH SOLE 17,209 0 340
Pepsico Inc COM 713448108 259 4,015 SH SOLE 3,920 0 95
Pfizer Inc COM 717081103 471 23,175 SH SOLE 22,715 0 460
Procter & Gamble COM 742718109 279 4,525 SH SOLE 4,440 0 85
Schlumberger Ltd COM 806857108 443 4,750 SH SOLE 4,640 0 110
Sigma-Aldrich COM 826552101 233 3,660 SH SOLE 3,590 0 70
Stryker Corp COM 863667101 209 3,445 SH SOLE 3,380 0 65
Target Corp COM 87612e106 299 5,975 SH SOLE 5,845 0 130
US Bancorp COM 902973304 260 9,845 SH SOLE 9,600 0 245
United Technologies COM 913017109 384 4,540 SH SOLE 4,440 0 100
Walmart Stores COM 931142103 255 4,904 SH SOLE 4,804 0 100
Wellpoint Inc COM 94973v107 268 3,840 SH SOLE 3,740 0 100
Wells Fargo Company COM 949746101 326 10,286 SH SOLE 10,026 0 260
Western Digital Corp COM 958102105 272 7,286 SH SOLE 7,117 0 169
-----------
Total Common Stock 13,382
ADRS
-------
Mizuho Fianancial Group-ADR 60687y109 54 16,340 SH SOLE 16,340 0
GRAND TOTAL 13,436
=========
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 36
Form 13F Information Table Value Total: $13,436
List of Other Included Managers: NONE