$238 Million is the total value of Point View Wealth Management, Inc.'s 259 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AU | Exit | Anglogold Ashanti A | $0 | – | -10,155 | -100.0% | -0.05% | – |
| CCA | Exit | Mfs Calif Municipal | $0 | – | -10,148 | -100.0% | -0.05% | – |
| VPV | Exit | Invesco Pavalue Mun | $0 | – | -11,497 | -100.0% | -0.06% | – |
| GME | Exit | Gamestop Corp New Cl | $0 | – | -11,823 | -100.0% | -0.07% | – |
| VOO | Exit | Vanguard Index Fds Fadr | $0 | – | -844 | -100.0% | -0.10% | – |
| TWX | Exit | Time Warner Inc | $0 | – | -2,576 | -100.0% | -0.12% | – |
| NVG | Exit | Nuveen Divid Advanta | $0 | – | -19,953 | -100.0% | -0.14% | – |
| ICB | Exit | MS INCOME SEC INC | $0 | – | -15,630 | -100.0% | -0.14% | – |
| CBI | Exit | Chicago Bridge and Iro | $0 | – | -34,730 | -100.0% | -0.24% | – |
| VRX | Exit | Valeant Pharmaceutic | $0 | – | -51,324 | -100.0% | -0.39% | – |
| Exit | Csra Inc Tender Fr C | $0 | – | -20,833 | -100.0% | -0.41% | – | |
| LAQ | Exit | Aberdeen Latin Ameri | $0 | – | -32,000 | -100.0% | -0.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corp | 29 | Q4 2020 | 4.1% |
| Exxon-Mobil | 29 | Q4 2020 | 2.1% |
| Pfizer | 29 | Q4 2020 | 2.0% |
| Tyson Foods Inc Cl Afrmly Com | 29 | Q4 2020 | 2.4% |
| Northrop Grumman Corp Holdi | 29 | Q4 2020 | 1.7% |
| Western Asset Claymore U | 29 | Q4 2020 | 1.8% |
| ChevronTexaco | 29 | Q4 2020 | 1.7% |
| Deere & Co. | 29 | Q4 2020 | 2.0% |
| Merck | 29 | Q4 2020 | 1.6% |
| AT T Inc | 29 | Q4 2020 | 1.5% |
View Point View Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-02-08 |
| 13F-HR | 2020-11-06 |
| 13F-HR | 2020-07-29 |
| 13F-HR | 2020-05-08 |
| 13F-HR | 2020-02-06 |
| 13F-HR | 2019-11-06 |
| 13F-HR | 2019-07-29 |
| 13F-HR | 2019-05-06 |
| 13F-HR | 2019-02-07 |
| 13F-HR | 2018-11-08 |
View Point View Wealth Management, 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.