| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 21 | Q4 2023 | 7.1% |
| FIRST TR EXCHANGE-TRADED FD | 21 | Q4 2023 | 9.3% |
| INVESCO QQQ TR | 21 | Q4 2023 | 3.3% |
| AMAZON COM INC | 21 | Q4 2023 | 3.6% |
| MICROSOFT CORP | 21 | Q4 2023 | 3.3% |
| VANGUARD INDEX FDS | 21 | Q4 2023 | 6.4% |
| META PLATFORMS INC | 21 | Q4 2023 | 2.9% |
| ALPHABET INC | 21 | Q4 2023 | 1.9% |
| SPDR S&P 500 ETF TR | 21 | Q4 2023 | 2.8% |
| BERKSHIRE HATHAWAY INC DEL | 21 | Q4 2023 | 2.5% |
View DFPG INVESTMENTS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| X-17A-5 | 2024-02-28 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-01-31 |
View DFPG INVESTMENTS, 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.