$150 Million is the total value of ParenteBeard Wealth Management, LLC's 70 reported holdings in Q1 2011. The portfolio turnover from Q4 2010 to Q1 2011 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2011-05-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ARC Properties, Inc. | 7 | Q4 2014 | 21.4% |
| MarkWest Energy Partners LP | 7 | Q4 2014 | 6.2% |
| AmeriGas Partners LP | 7 | Q4 2014 | 4.7% |
| ALPS ETF TR | 7 | Q4 2014 | 5.9% |
| SPDR S&P Dividend ETF | 7 | Q4 2014 | 4.4% |
| Altria Group Inc. | 7 | Q4 2014 | 4.2% |
| CALAMOS STRATEGIC TOTL RETN | 7 | Q4 2014 | 6.3% |
| Enterprise Products Partners LP | 7 | Q4 2014 | 3.5% |
| AT&T, Inc. | 7 | Q4 2014 | 3.5% |
| Kinder Morgan Inc. DEL | 7 | Q4 2014 | 8.7% |
View ParenteBeard Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2015-01-28 |
| 13F-HR | 2014-10-17 |
| 13F-HR | 2014-07-23 |
| 13F-HR | 2014-04-23 |
| 13F-HR | 2014-01-30 |
| 13F-HR | 2013-10-29 |
| 13F-HR | 2013-08-13 |
| 13F-HR/A | 2013-05-14 |
| 13F-HR | 2013-05-14 |
| 13F-HR | 2013-02-13 |
View ParenteBeard Wealth Management, 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.