COBIZ WEALTH, LLC - Q2 2020 holdings

 Value Shares↓ Weighting
No holdings reported for quarter Q2 2020
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR SER TR S&P DIVID ETF25Q2 20195.7%
ISHARES TR CORE S&P SCP ETF25Q2 20195.0%
APPLE INC COM25Q2 20193.5%
JPMORGAN CHASE & CO COM25Q2 20192.6%
MASTERCARD INCORPORATED CL A25Q2 20192.8%
JOHNSON & JOHNSON COM25Q2 20192.4%
HONEYWELL INTL INC COM25Q2 20191.8%
O REILLY AUTOMOTIVE INC NEW CO25Q2 20192.3%
ACCENTURE PLC IRELAND SHS CLAS25Q2 20191.9%
WISDOMTREE TR US HIGH DIVIDEND25Q2 20193.1%

View COBIZ WEALTH, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2019-07-08
13F-HR/A2019-04-18
13F-HR2019-04-12
13F-HR2019-01-15
13F-HR2018-10-09
13F-HR2018-07-10
13F-HR2018-04-13
13F-HR2018-01-23
13F-HR2017-10-16
13F-HR2017-07-11

View COBIZ WEALTH, LLC's complete filings history.

Compare quarters

Export COBIZ WEALTH, LLC's holdings