0001587836-14-000003.txt : 20140211
0001587836-14-000003.hdr.sgml : 20140211
20140211093043
ACCESSION NUMBER: 0001587836-14-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20131231
FILED AS OF DATE: 20140211
DATE AS OF CHANGE: 20140211
EFFECTIVENESS DATE: 20140211
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SVA Plumb Wealth Management, LLC
CENTRAL INDEX KEY: 0001587836
IRS NUMBER: 274605583
STATE OF INCORPORATION: WI
FISCAL YEAR END: 0531
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15784
FILM NUMBER: 14591600
BUSINESS ADDRESS:
STREET 1: 1221 JOHN Q. HAMMONS DRIVE
CITY: MADISON
STATE: WI
ZIP: 53717
BUSINESS PHONE: (608) 824-8800
MAIL ADDRESS:
STREET 1: 1221 JOHN Q. HAMMONS DRIVE
CITY: MADISON
STATE: WI
ZIP: 53717
13F-HR
1
primary_doc.xml
13F-HR
LIVE
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false
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0001587836
XXXXXXXX
12-31-2013
12-31-2013
SVA Plumb Wealth Management, LLC
1221 JOHN Q. HAMMONS DRIVE
MADISON
WI
53717
13F HOLDINGS REPORT
028-15784
N
Connie Redman
Chief Compliance Officer
608-826-2763
Connie Redman
Madison
WI
02-11-2014
0
134
167620
false
INFORMATION TABLE
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a13fc1231.xml
13F HOLDINGS REPORT
1/100 BERKSHIRE HATHAWAY CLA 1
COM
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356
200
SH
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0
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3M CO COM
COM
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804
5733
SH
SOLE
2553
0
3180
ABBOTT LABS COM
COM
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321
8380
SH
SOLE
3975
0
4405
ABBVIE INC COM
COM
00287Y109
842
15952
SH
SOLE
7736
0
8216
AIR PRODS & CHEMS INC COM
COM
009158106
386
3449
SH
SOLE
1365
0
2084
AMERICAN ELEC PWR INC COM
COM
025537101
351
7503
SH
SOLE
3812
0
3691
AMERICAN EXPRESS CO
COM
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335
3692
SH
SOLE
2037
0
1655
AMERICAN INTL GROUP COM NEW
COM
026874784
337
6606
SH
SOLE
4516
0
2090
AMGEN INC
COM
031162100
349
3062
SH
SOLE
2293
0
769
ANALOG DEVICES INC COM
COM
032654105
487
9557
SH
SOLE
2460
0
7097
APPLE INC
COM
037833100
1915
3414
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SOLE
1613
0
1801
AT&T INC COM
COM
00206R102
1033
29373
SH
SOLE
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0
17457
AUTOMATIC DATA PROCESSING INC
COM
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3067
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COM
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17347
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SOLE
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10350
BERKSHIRE HATHAWAY INC CL B NE
COM
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COM
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1500
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SOLE
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BRISTOL MYERS SQUIBB CO COM
COM
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CA INC COM
COM
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CERNER CORP
COM
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COM
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COM
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COM
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COM
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COM
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CONOCOPHILLIPS COM
COM
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SH
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COM
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COM
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DU PONT E I DE NEMOURS & CO CO
COM
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14005
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SOLE
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6328
EMERSON ELEC CO COM
COM
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519
7392
SH
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3879
EXXON MOBIL CORP COM
COM
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SH
SOLE
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FIRST BUSINESS FINANCIAL SERVI
COM
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11088
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FORD MOTOR COMPANY
COM
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SOLE
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5585
GALLAGHER ARTHUR J & CO COM
COM
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GENERAL ELECTRIC CO COM
COM
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GOLDEN PHOENIX MINERALS INC.
COM
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GOOGLE INC CL A
COM
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SOLE
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135
GRAND CENTRAL SILVER MINES INC
COM
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HASBRO INC COM
COM
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317
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I B M
COM
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INTEL CORP COM
COM
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JOHNSON & JOHNSON COM
COM
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JPMORGAN CHASE & CO COM
COM
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KOHLS CORP COM
COM
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COM
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LOCKHEED MARTIN CORP COM
COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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ETF
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SOLE
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SOLE
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