| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 10 | Q3 2015 | 21.8% |
| WISDOMTREE TRUST | 10 | Q3 2015 | 11.5% |
| RYDEX ETF TRUST | 10 | Q3 2015 | 5.6% |
| ISHARES TR | 10 | Q3 2015 | 5.1% |
| ISHARES TR | 10 | Q3 2015 | 8.4% |
| JOHNSON & JOHNSON | 10 | Q3 2015 | 2.3% |
| MERCK & CO INC NEW | 10 | Q3 2015 | 1.7% |
| WAL-MART STORES INC | 10 | Q3 2015 | 1.7% |
| BANK NEW YORK MELLON CORP | 10 | Q3 2015 | 1.5% |
| EATON VANCE TXMGD GL BUYWR O | 10 | Q3 2015 | 1.5% |
View Constellation Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2015-11-09 |
| 13F-HR | 2015-08-05 |
| 13F-HR | 2015-05-12 |
| 13F-HR | 2015-02-11 |
| 13F-HR | 2014-11-10 |
| 13F-HR | 2014-07-09 |
| 13F-HR/A | 2014-05-12 |
| 13F-HR | 2014-05-07 |
| 13F-HR | 2014-02-06 |
| 13F-HR | 2013-11-06 |
View Constellation Wealth 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.