$80.9 Million is the total value of WESTON CAPITAL MANAGEMENT INC's 38 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEU | New | Vanguard FTSE All-World ex-USexch fd | $4,502,000 | – | 88,750 | +100.0% | 5.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR Dow Jones Indust TR Ser 1 | 3 | Q4 2013 | 23.2% |
| Microsoft | 3 | Q4 2013 | 7.4% |
| Boeing Company | 3 | Q4 2013 | 8.0% |
| 'S&P 500' Depository Receipts | 3 | Q4 2013 | 6.8% |
| Cisco Systems | 3 | Q4 2013 | 6.8% |
| Johnson & Johnson Inc | 3 | Q4 2013 | 5.2% |
| Coca Cola | 3 | Q4 2013 | 4.1% |
| General Electric Co. | 3 | Q4 2013 | 3.8% |
| Kinder Morgan, Inc. | 3 | Q4 2013 | 3.7% |
| Merck & Co Inc New | 3 | Q4 2013 | 3.3% |
View WESTON CAPITAL MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2014-01-03 |
| 13F-HR/A | 2013-11-27 |
| 13F-HR/A | 2013-11-26 |
| 13F-HR | 2013-10-02 |
| 13F-HR | 2013-07-05 |
| 13F-HR | 2013-04-03 |
| 13F-HR | 2013-01-03 |
| 13F-HR | 2012-10-05 |
| 13F-HR | 2012-07-09 |
| 13F-HR | 2012-04-10 |
View WESTON CAPITAL MANAGEMENT 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.