$376 Million is the total value of Leonetti & Associates, LLC's 43 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AVGO | Broadcom Ltd | $5,708,000 | +4.1% | 23,536 | 0.0% | 1.52% | -2.0% | |
MDY | SPDR S&P MidCap 400utser1 s&pdcrp | $343,000 | +2.7% | 1,050 | 0.0% | 0.09% | -3.2% | |
IWN | iShares Russell 2000 Valuerus 2000 val etf | $326,000 | +4.5% | 2,625 | 0.0% | 0.09% | -1.1% | |
MCD | McDonalds Corp | $326,000 | +2.2% | 2,080 | 0.0% | 0.09% | -3.3% | |
DIA | SPDR Dow Jones Industrial Average ETFut ser 1 | $224,000 | +5.2% | 1,000 | 0.0% | 0.06% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
iShares Russell 2000 | 23 | Q4 2018 | 18.1% |
iShares Core Total U.S. Bond Market | 23 | Q4 2018 | 10.2% |
SPDR S&P MidCap 400 | 23 | Q4 2018 | 12.5% |
SPDR Technology | 23 | Q4 2018 | 7.3% |
iShares High Yield Corp Bond F | 23 | Q4 2018 | 4.3% |
Vanguard Dividend Appreciation | 23 | Q4 2018 | 2.7% |
iShares S&P 600 Index | 23 | Q4 2018 | 2.9% |
Vanguard Health Care ETF | 23 | Q4 2018 | 1.1% |
iShares S&P Smallcap 600 Growth | 23 | Q4 2018 | 1.0% |
McDonalds Corp | 23 | Q4 2018 | 0.1% |
View Leonetti & Associates, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-02-19 |
13F-HR | 2018-11-15 |
13F-HR | 2018-08-15 |
13F-HR | 2018-05-15 |
13F-HR | 2018-02-15 |
13F-HR | 2017-11-14 |
13F-HR | 2017-08-09 |
13F-HR | 2017-05-04 |
13F-HR | 2017-02-15 |
13F-HR | 2016-11-14 |
View Leonetti & Associates, 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.