Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2017 |
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.