Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2024 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PEPSICO INC | 27 | Q3 2021 | 2.7% |
MA MID PRTNR LP | 27 | Q3 2021 | 3.7% |
CHEVRON CORP NEW | 27 | Q3 2021 | 3.4% |
DISNEY WALT CO | 27 | Q3 2021 | 2.1% |
VERIZON COMMUNICATIONS INC | 27 | Q3 2021 | 2.2% |
THERMO FISHER SCIENTIFIC INC | 27 | Q3 2021 | 3.2% |
NEXTERA ENERGY INC | 27 | Q3 2021 | 2.7% |
JPMORGAN CHASE & CO | 27 | Q3 2021 | 2.1% |
AT&T INC | 27 | Q3 2021 | 1.8% |
HONEYWELL INTL INC | 27 | Q3 2021 | 2.1% |
View FMA ADVISORY INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-11-15 |
13F-HR | 2021-08-13 |
13F-HR | 2021-05-06 |
13F-HR | 2021-04-12 |
13F-HR | 2021-04-12 |
13F-HR | 2021-04-12 |
13F-HR | 2021-04-12 |
13F-HR | 2021-04-12 |
13F-HR | 2021-04-12 |
13F-HR | 2021-04-12 |
View FMA ADVISORY 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.