$614 Million is the total value of CONDOR CAPITAL MANAGEMENT's 184 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | New | UNITEDHEALTH GROUP INC | $1,633,000 | – | 6,605 | +100.0% | 0.27% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $296,000 | – | 2,401 | +100.0% | 0.05% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $273,000 | – | 1,741 | +100.0% | 0.04% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $235,000 | – | 1,074 | +100.0% | 0.04% | – |
| AXP | New | AMERICAN EXPRESS CO | $213,000 | – | 1,952 | +100.0% | 0.04% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $209,000 | – | 1,897 | +100.0% | 0.03% | – |
| PEP | New | PEPSICO INC | $211,000 | – | 1,724 | +100.0% | 0.03% | – |
| LLY | New | LILLY ELI & CO | $208,000 | – | 1,600 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-01
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 6.5% |
| VANGUARD SCOTTSDALE FDS | 42 | Q3 2023 | 5.2% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 4.3% |
| APPLE INC | 42 | Q3 2023 | 4.0% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 3.7% |
| Vanguard Mid-Cap Growth ETF | 42 | Q3 2023 | 2.4% |
| Vanguard Small-Cap ETF | 42 | Q3 2023 | 2.6% |
| WISDOMTREE TR | 42 | Q3 2023 | 3.9% |
| ISHARES TR | 42 | Q3 2023 | 2.6% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 2.0% |
View CONDOR CAPITAL MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
View CONDOR CAPITAL MANAGEMENT'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.