$179 Million is the total value of Noven Financial Group, Inc.'s 32 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PSTI | Exit | PLURISTEM THERAPEUTICS INC | $0 | – | -12,000 | -100.0% | -0.01% | – |
AUPH | Exit | AURINIA PHARMACEUTICALS INC | $0 | – | -14,650 | -100.0% | -0.04% | – |
IMMU | Exit | IMMUNOMEDICS INC | $0 | – | -12,000 | -100.0% | -0.11% | – |
VBR | Exit | VANGAURD INDEX FDSsm cp val etf | $0 | – | -13,788 | -100.0% | -1.06% | – |
HDV | Exit | ISHAREScore high dv etf | $0 | – | -210,041 | -100.0% | -10.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 26 | Q1 2020 | 3.3% |
VANGUARD INDEX FDS | 26 | Q1 2020 | 1.5% |
FACEBOOK INC | 26 | Q1 2020 | 0.8% |
W P CAREY INC | 26 | Q1 2020 | 0.5% |
ISHARES GOLD TRUST | 25 | Q1 2020 | 3.0% |
AMPIO PHARMACEUTICALS INC | 25 | Q1 2020 | 18.3% |
BERKSHIRE HATHAWAY INC DEL | 24 | Q1 2020 | 3.0% |
APPLE INC | 24 | Q1 2020 | 1.3% |
SCHWAB STRATEGIC TR | 22 | Q1 2020 | 3.8% |
ISHARES SILVER TRUST | 22 | Q1 2019 | 1.0% |
View Noven Financial Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-05-01 |
13F-HR | 2020-02-10 |
13F-HR | 2019-11-13 |
13F-HR | 2019-08-12 |
13F-HR | 2019-05-10 |
13F-HR | 2019-02-06 |
13F-HR | 2018-11-13 |
13F-HR | 2018-08-10 |
13F-HR | 2018-05-09 |
13F-HR | 2018-02-14 |
View Noven Financial Group, Inc.'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.