$68.9 Million is the total value of HOLT-SMITH ADVISORS INC's 57 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-04-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Russell 1000 Growth (I | 1 | Q2 2013 | 15.1% |
| iShares Russell 1000 Value (IW | 1 | Q2 2013 | 13.6% |
| iShares MSCI Emerging Markets | 1 | Q2 2013 | 7.7% |
| iShares Russell 2000 Growth (I | 1 | Q2 2013 | 6.5% |
| iShares FTSE NAREIT Real Estat | 1 | Q2 2013 | 4.1% |
| Apple Computer | 1 | Q2 2013 | 2.1% |
| Exxon Mobil | 1 | Q2 2013 | 2.0% |
| EMC Corp | 1 | Q2 2013 | 1.9% |
| GNC Holdings | 1 | Q2 2013 | 1.6% |
| Coca-Cola Co | 1 | Q2 2013 | 1.5% |
View HOLT-SMITH ADVISORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2013-08-01 |
| 13F-HR | 2013-04-30 |
| 13F-HR | 2013-02-14 |
| 13F-HR | 2012-11-14 |
| 13F-HR | 2012-08-13 |
| 13F-HR | 2012-05-11 |
| 13F-HR | 2012-02-14 |
| 13F-HR | 2011-11-08 |
| 13F-HR | 2011-08-10 |
| 13F-HR | 2011-04-29 |
View HOLT-SMITH ADVISORS INC'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.