| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q2 2021 | 8.9% |
| MICROSOFT CORP | 4 | Q2 2021 | 6.2% |
| APPLE INC | 4 | Q2 2021 | 4.7% |
| JOHNSON & JOHNSON | 4 | Q2 2021 | 4.2% |
| PROCTER & GAMBLE CO | 4 | Q2 2021 | 4.6% |
| WALT DISNEY CO | 4 | Q2 2021 | 3.6% |
| US BANCORP DEL COM | 4 | Q2 2021 | 2.8% |
| AMGEN INC | 4 | Q2 2021 | 4.0% |
| MERCK & CO. INC | 4 | Q2 2021 | 3.9% |
| SPDR S&P 500 ETF TRUST | 4 | Q2 2021 | 2.3% |
View BEL AIR INVESTMENT ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-05-17 |
| 13F-NT | 2021-02-08 |
| 13F-NT | 2020-11-09 |
| 13F-NT | 2020-08-10 |
| 13F-NT | 2020-05-08 |
| 13F-NT | 2020-02-11 |
| 13F-NT | 2019-11-14 |
| 13F-NT | 2019-08-12 |
| 13F-NT | 2019-05-10 |
View BEL AIR INVESTMENT ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.