Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 7 | Q2 2024 | 24.9% |
VANGUARD INDEX FDS | 7 | Q2 2024 | 15.1% |
INVESCO EXCH TRD SLF IDX FD | 7 | Q2 2024 | 11.4% |
INVESCO EXCHANGE TRADED FD T | 7 | Q2 2024 | 9.4% |
INVESCO QQQ TR | 7 | Q2 2024 | 9.5% |
FIRST TR VALUE LINE DIVID IN | 7 | Q2 2024 | 8.7% |
INVESCO EXCH TRD SLF IDX FD | 7 | Q2 2024 | 6.3% |
ISHARES TR | 7 | Q2 2024 | 6.7% |
VANGUARD STAR FDS | 7 | Q2 2024 | 4.9% |
APPLE INC | 7 | Q2 2024 | 2.4% |
View Kaye Capital Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-22 |
N-PX | 2024-07-11 |
13F-HR | 2024-04-19 |
13F-HR | 2024-01-29 |
13F-HR | 2023-11-07 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-19 |
View Kaye 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.