Chief Compliance Officer

0001587836-15-000005.txt : 20150514 0001587836-15-000005.hdr.sgml : 20150514 20150514130350 ACCESSION NUMBER: 0001587836-15-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150514 DATE AS OF CHANGE: 20150514 EFFECTIVENESS DATE: 20150514 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: 15861670 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 false false false 0001587836 XXXXXXXX 03-31-2015 03-31-2015 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 02-11-2015 0 213 548055 false INFORMATION TABLE 2 sec13f0315.xml 13F HOLDINGS REPORT 1/100 BERKSHIRE HATHAWAY CLA 1 COM 084990175 435 200 SH SOLE 0 0 200 3M CO COM COM 88579Y101 6312 38265 SH SOLE 35258 0 3007 ABBOTT LABS COM COM 002824100 3264 70456 SH SOLE 67404 0 3052 ABBVIE INC COM COM 00287Y109 2933 50105 SH SOLE 41508 0 8597 AIR PRODS & CHEMS INC COM COM 009158106 1275 8428 SH SOLE 6017 0 2411 ALLIANT ENERGY CORP COM COM 018802108 459 7288 SH SOLE 7180 0 108 ALTRIA GROUP INC COM COM 02209S103 824 16465 SH SOLE 13632 0 2833 AMERICAN ELEC PWR INC COM COM 025537101 1200 21329 SH SOLE 14358 0 6971 AMERICAN EXPRESS CO COM COM 025816109 3797 48607 SH SOLE 47401 0 1206 AMERICAN INTL GROUP INC COM NE COM 026874784 5147 93948 SH SOLE 92455 0 1493 AMGEN INC COM 031162100 578 3614 SH SOLE 2964 0 650 ANALOG DEVICES INC COM COM 032654105 892 14157 SH SOLE 7092 0 7065 ANSYS INC COM COM 03662Q105 621 7042 SH SOLE 6617 0 425 APPLE INC COM COM 037833100 12544 100813 SH SOLE 86569 0 14244 ASSOCIATED BANC CORP COM COM 045487105 311 16724 SH SOLE 15724 0 1000 AT&T INC COM COM 00206R102 1736 53181 SH SOLE 31466 0 21715 AUTOMATIC DATA PROCESSING INC COM 053015103 566 6615 SH SOLE 4425 0 2190 BANK OF AMERICA COM 060505104 241 15664 SH SOLE 15314 0 350 BAXTER INTERNATIONAL INC COM 071813109 636 9286 SH SOLE 9061 0 225 BB&T CORP COM COM 054937107 1455 37310 SH SOLE 23847 0 13463 BERKSHIRE HATHAWAY INC DEL CL COM 084670702 5239 36304 SH SOLE 33999 0 2305 BIOGEN INC F/K/A BIOGEN IDEC I COM 09062X103 642 1520 SH SOLE 1520 0 0 BRISTOL MYERS SQUIBB CO COM COM 110122108 1745 27061 SH SOLE 15882 0 11179 CA INC COM COM 12673P105 884 27096 SH SOLE 16992 0 10104 CERNER CORP COM 156782104 1264 17250 SH SOLE 17250 0 0 CHEVRON CORP NEW COM COM 166764100 5170 49243 SH SOLE 40354 0 8889 CHURCH & DWIGHT INC COM COM 171340102 2988 34984 SH SOLE 34904 0 80 CISCO SYS INC COM COM 17275R102 2787 101268 SH SOLE 84740 0 16528 CITIGROUP INC COM NEW COM 172967424 1395 27081 SH SOLE 25958 0 1123 CLOROX CO COM 189054109 2416 21884 SH SOLE 16955 0 4929 CME GROUP INC COM COM 12572Q105 324 3425 SH SOLE 1635 0 1790 COCA COLA CO COM COM 191216100 6057 149360 SH SOLE 121721 0 27639 CONOCOPHILLIPS COM COM 20825C104 5212 83712 SH SOLE 72251 0 11461 CONSTELLATION BRANDS INC CL A COM 21036P108 6904 59412 SH SOLE 59207 0 205 COSTCO WHOLESALE CORP COM 22160K105 327 2160 SH SOLE 2160 0 0 CVS HEALTH CORP COM 126650100 381 3694 SH SOLE 3344 0 350 DARDEN RESTAURANTS INC COM COM 237194105 971 13998 SH SOLE 8235 0 5763 DELTA AIR LINES INC DEL COM NE COM 247361702 1120 24903 SH SOLE 23958 0 945 DISCOVER FINL SVCS COM COM 254709108 4448 78942 SH SOLE 77956 0 986 DISNEY WALT CO COM DISNEY COM 254687106 7857 74905 SH SOLE 72574 0 2331 DOMINION RES INC VA NEW COM COM 25746U109 1144 16147 SH SOLE 11859 0 4288 DU PONT E I DE NEMOURS & CO CO COM 263534109 5397 75513 SH SOLE 69098 0 6415 DUKE ENERGY CORP NEW COM NEW COM 26441C204 757 9860 SH SOLE 9688 0 172 EMC CORP/MASS COM 268648102 317 12383 SH SOLE 11650 0 733 EMERSON ELEC CO COM COM 291011104 4806 84873 SH SOLE 76151 0 8722 EXELON CORP CO COM 30161N101 232 6894 SH SOLE 6894 0 0 EXIDE TECHNOLOGIES COM NEW COM 302051206 2 30000 SH SOLE 30000 0 0 EXPRESS SCRIPTS HLDG COM COM 30219G108 233 2682 SH SOLE 2027 0 655 EXXON MOBIL CORP COM COM 30231G102 5996 70537 SH SOLE 47141 0 23396 FIDELITY NATL INFO SVC COM COM 31620M106 1042 15309 SH SOLE 15309 0 0 FIRST BUSINESS FINANCIAL SERVI COM 319390100 479 11088 SH SOLE 11088 0 0 FISERV INC COM COM 337738108 4294 54078 SH SOLE 53926 0 152 FORD MTR CO DEL COM PAR $0.01 COM 345370860 4716 292181 SH SOLE 247318 0 44863 GALLAGHER ARTHUR J & CO COM COM 363576109 858 18363 SH SOLE 8735 0 9628 GENERAL ELECTRIC CO COM COM 369604103 8405 338775 SH SOLE 289463 0 49312 GENERAL MILLS INC COM 370334104 247 4358 SH SOLE 4056 0 302 GENERAL MTRS CO COM COM 37045V100 665 17745 SH SOLE 16328 0 1417 GOLDEN PHOENIX MINERALS INC. 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