Chief Compliance Officer

0001587836-14-000009.txt : 20141112 0001587836-14-000009.hdr.sgml : 20141111 20141112143835 ACCESSION NUMBER: 0001587836-14-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141112 DATE AS OF CHANGE: 20141112 EFFECTIVENESS DATE: 20141112 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: 141213352 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 09-30-2014 09-30-2014 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 11-12-2014 0 163 234635 false INFORMATION TABLE 2 a13fc0914.xml 13F HOLDINGS REPORT 1/100 BERKSHIRE HATHAWAY CLA 1 COM 084990175 414 200 SH SOLE 0 0 200 3M CO COM COM 88579Y101 931 6571 SH SOLE 3746 0 2825 ABBOTT LABS COM COM 002824100 339 8159 SH SOLE 5508 0 2651 ABBVIE INC COM COM 00287Y109 1144 19800 SH SOLE 11383 0 8417 AIR PRODS & CHEMS INC COM COM 009158106 659 5062 SH SOLE 2641 0 2421 ALLERGAN INC COM COM 018490102 265 1485 SH SOLE 1452 0 33 ALTRIA GROUP INC COM COM 02209S103 287 6244 SH SOLE 3411 0 2833 AMERICAN ELEC PWR INC COM COM 025537101 561 10738 SH SOLE 5713 0 5025 AMERICAN EXPRESS CO COM COM 025816109 402 4596 SH SOLE 3891 0 705 AMERICAN INTL GROUP INC COM NE COM 026874784 469 8691 SH SOLE 8115 0 576 AMGEN INC COM 031162100 445 3168 SH SOLE 2518 0 650 ANALOG DEVICES INC COM COM 032654105 506 10222 SH SOLE 3135 0 7087 APPLE INC COM COM 037833100 2705 26846 SH SOLE 14836 0 12010 AT&T INC COM COM 00206R102 1360 38598 SH SOLE 18757 0 19841 AUTOMATIC DATA PROCESSING INC COM 053015103 391 4704 SH SOLE 2889 0 1815 BANK OF AMERICA COM 060505104 250 14664 SH SOLE 14314 0 350 BB&T CORP COM COM 054937107 804 21604 SH SOLE 10569 0 11035 BERKSHIRE HATHAWAY INC DEL CL COM 084670702 1030 7457 SH SOLE 5422 0 2035 BIOGEN IDEC INC COM COM 09062X103 503 1520 SH SOLE 1520 0 0 BRISTOL MYERS SQUIBB CO COM COM 110122108 1124 21959 SH SOLE 11116 0 10843 CA INC COM COM 12673P105 513 18368 SH SOLE 10312 0 8056 CERNER CORP COM 156782104 334 5600 SH SOLE 5600 0 0 CHEVRON CORP NEW COM COM 166764100 1489 12477 SH SOLE 5857 0 6620 CHURCH & DWIGHT INC COM COM 171340102 226 3216 SH SOLE 3136 0 80 CISCO SYS INC COM COM 17275R102 877 34825 SH SOLE 19939 0 14886 CITIGROUP INC COM NEW COM 172967424 346 6675 SH SOLE 5689 0 986 CLOROX CO COM 189054109 1210 12603 SH SOLE 7871 0 4732 CME GROUP INC COM COM 12572Q105 835 10441 SH SOLE 4521 0 5920 COCA COLA CO COM COM 191216100 2061 48318 SH SOLE 22648 0 25670 CONOCOPHILLIPS COM COM 20825C104 1445 18887 SH SOLE 11038 0 7849 CONSTELLATION BRANDS INC CL A COM 21036P108 265 3037 SH SOLE 2832 0 205 CVS HEALTH CORP F/K/A CVS CARE COM 126650100 269 3384 SH SOLE 3034 0 350 DARDEN RESTAURANTS INC COM COM 237194105 614 11929 SH SOLE 6436 0 5493 DISCOVER FINL SVCS COM COM 254709108 416 6463 SH SOLE 6126 0 337 DISNEY WALT CO COM DISNEY COM 254687106 628 7059 SH SOLE 5513 0 1546 DOMINION RES INC VA NEW COM COM 25746U109 404 5852 SH SOLE 3868 0 1984 DU PONT E I DE NEMOURS & CO CO COM 263534109 1155 16099 SH SOLE 10544 0 5555 EMERSON ELEC CO COM COM 291011104 721 11521 SH SOLE 7517 0 4004 EXIDE TECHNOLOGIES COM NEW COM 302051206 5 30000 SH SOLE 30000 0 0 EXXON MOBIL CORP COM COM 30231G102 2765 29400 SH SOLE 9988 0 19412 FIRST BUSINESS FINANCIAL SERVI COM 319390100 487 11088 SH SOLE 11088 0 0 FISERV INC COM COM 337738108 252 3899 SH SOLE 3789 0 110 FORD MTR CO DEL COM PAR $0.01 COM 345370860 948 64118 SH SOLE 30550 0 33567 GALLAGHER ARTHUR J & CO COM COM 363576109 596 13133 SH SOLE 5984 0 7149 GENERAL ELECTRIC CO COM COM 369604103 2665 104025 SH SOLE 65539 0 38486 GENERAL MILLS INC COM 370334104 204 4040 SH SOLE 3738 0 302 GOLDEN PHOENIX MINERALS INC. 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