$254 Million is the total value of Hugh Johnson Advisors LLC's 87 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SHY | Exit | iShares Tr Barclays 1-3 Yruh | $0 | – | -2,442 | -100.0% | -0.08% | – |
IJT | Exit | iShares Tr Index S&P Small Capui | $0 | – | -2,283 | -100.0% | -0.11% | – |
IJJ | Exit | iShares Tr S&P Mid Cap Valueui | $0 | – | -2,669 | -100.0% | -0.12% | – |
IGIB | Exit | iShares Tr Barclays Interm Creuh | $0 | – | -30,047 | -100.0% | -1.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 Index ETF | 25 | Q2 2019 | 5.5% |
SPDR S&P Mid Cap 400 ETF Tr | 25 | Q2 2019 | 6.1% |
Vanguard Total Stock Mkt | 25 | Q2 2019 | 10.8% |
Disney Walt Co Disney | 25 | Q2 2019 | 3.9% |
Texas Instruments Inc | 25 | Q2 2019 | 3.8% |
ISHARES TR CMBS ETF | 25 | Q2 2019 | 3.5% |
iShares Tr S&P 500 Growth | 25 | Q2 2019 | 3.8% |
Church & Dwight Inc | 25 | Q2 2019 | 3.4% |
iShares Tr S&P Small Cap 600 | 25 | Q2 2019 | 3.1% |
Union Pacific Corp | 25 | Q2 2019 | 3.0% |
View Hugh Johnson Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-08-06 |
13F-HR | 2019-05-08 |
13F-HR | 2019-02-11 |
13F-HR | 2018-10-30 |
13F-HR | 2018-08-02 |
13F-HR | 2018-05-14 |
13F-HR | 2018-02-08 |
13F-HR | 2017-11-09 |
13F-HR | 2017-08-10 |
13F-HR | 2017-05-10 |
View Hugh Johnson Advisors 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.