Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
JOHNSON & JOHNSON | 24 | Q1 2019 | 0.7% |
ISHARES TR | 23 | Q1 2019 | 10.9% |
ALTRIA GROUP INC | 23 | Q1 2019 | 0.6% |
PAYCHEX INC | 23 | Q1 2019 | 0.5% |
VANGUARD SCOTTSDALE FDS | 22 | Q1 2019 | 4.3% |
MERCK & CO INC NEW | 21 | Q1 2019 | 0.4% |
VANGUARD INDEX FDS | 20 | Q1 2019 | 26.8% |
ISHARES INC | 20 | Q4 2018 | 1.0% |
SPDR SER TR | 19 | Q1 2019 | 22.8% |
ISHARES TR | 19 | Q4 2017 | 4.8% |
View Weatherstone Capital Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-04-16 |
13F-HR/A | 2019-02-07 |
13F-HR | 2019-02-07 |
13F-HR | 2018-10-23 |
13F-HR | 2018-07-25 |
13F-HR | 2018-05-03 |
13F-HR | 2018-02-08 |
13F-HR | 2017-11-14 |
13F-HR | 2017-08-10 |
13F-HR | 2017-05-11 |
View Weatherstone Capital Management'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.