$62.7 Million is the total value of INTEGRATED WEALTH COUNSEL, LLC's 91 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $256,000 | – | 1,940 | +100.0% | 0.41% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE | $24,000 | – | 1,600 | +100.0% | 0.04% | – |
| HPQ | New | HP INC | $19,000 | – | 1,600 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-01-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR INDEX SHS FDS | 15 | Q4 2016 | 13.9% |
| ISHARES TR | 15 | Q4 2016 | 12.9% |
| SPDR GOLD TRUST | 15 | Q4 2016 | 7.4% |
| ARES CAP CORP | 15 | Q4 2016 | 7.3% |
| APOLLO INVT CORP | 15 | Q4 2016 | 5.6% |
| ISHARES TR | 15 | Q4 2016 | 6.4% |
| GENERAL ELECTRIC CO | 15 | Q4 2016 | 2.0% |
| CHEVRON CORP NEW | 15 | Q4 2016 | 3.4% |
| ISHARES TR | 15 | Q4 2016 | 6.6% |
| JOHNSON & JOHNSON | 15 | Q4 2016 | 1.0% |
View INTEGRATED WEALTH COUNSEL, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-02-06 |
| 13F-HR | 2016-11-09 |
| 13F-HR | 2016-08-04 |
| 13F-HR | 2016-05-04 |
| 13F-HR | 2016-01-28 |
| 13F-HR | 2015-10-27 |
| 13F-HR | 2015-08-04 |
| 13F-HR | 2015-05-12 |
| 13F-HR | 2015-02-13 |
| 13F-HR | 2014-11-04 |
View INTEGRATED WEALTH COUNSEL, 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.