| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR S&P DIVID ETF | 25 | Q2 2019 | 5.7% |
| ISHARES TR CORE S&P SCP ETF | 25 | Q2 2019 | 5.0% |
| APPLE INC COM | 25 | Q2 2019 | 3.5% |
| JPMORGAN CHASE & CO COM | 25 | Q2 2019 | 2.6% |
| MASTERCARD INCORPORATED CL A | 25 | Q2 2019 | 2.8% |
| JOHNSON & JOHNSON COM | 25 | Q2 2019 | 2.4% |
| HONEYWELL INTL INC COM | 25 | Q2 2019 | 1.8% |
| O REILLY AUTOMOTIVE INC NEW CO | 25 | Q2 2019 | 2.3% |
| ACCENTURE PLC IRELAND SHS CLAS | 25 | Q2 2019 | 1.9% |
| WISDOMTREE TR US HIGH DIVIDEND | 25 | Q2 2019 | 3.1% |
View COBIZ WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-07-08 |
| 13F-HR/A | 2019-04-18 |
| 13F-HR | 2019-04-12 |
| 13F-HR | 2019-01-15 |
| 13F-HR | 2018-10-09 |
| 13F-HR | 2018-07-10 |
| 13F-HR | 2018-04-13 |
| 13F-HR | 2018-01-23 |
| 13F-HR | 2017-10-16 |
| 13F-HR | 2017-07-11 |
View COBIZ WEALTH, 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.