| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -15,000 | -100.0% | -0.01% | – |
| HEXO | Exit | HEXO CORP | $0 | – | -15,000 | -100.0% | -0.01% | – |
| AMPE | Exit | AMPIO PHARMACEUTICALS INC | $0 | – | -202,459 | -100.0% | -0.07% | – |
| RYLD | Exit | GLOBAL X FDSrussell 2000 | $0 | – | -10,261 | -100.0% | -0.14% | – |
| PBP | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 buy wrt | $0 | – | -11,745 | -100.0% | -0.16% | – |
| QYLD | Exit | GLOBAL X FDSnasdaq 100 cover | $0 | – | -11,332 | -100.0% | -0.18% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -617 | -100.0% | -0.19% | – |
| BBY | Exit | BEST BUY INC | $0 | – | -4,354 | -100.0% | -0.20% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -5,293 | -100.0% | -0.26% | – |
| MTUM | Exit | ISHARES TRusa momentum fct | $0 | – | -3,787 | -100.0% | -0.33% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -234 | -100.0% | -0.37% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -3,265 | -100.0% | -0.44% | – |
| WPC | Exit | W P CAREY INC | $0 | – | -9,583 | -100.0% | -0.45% | – |
| FPE | Exit | FIRST TR EXCHANGE-TRADEDpfd secs inc etf | $0 | – | -39,334 | -100.0% | -0.53% | – |
| PGF | Exit | INVESCO EXHCANGE TRADED Ffinl pfd etf | $0 | – | -39,877 | -100.0% | -0.55% | – |
| PSK | Exit | SPDR SERIES TRUSTwells fg pfd etf | $0 | – | -26,174 | -100.0% | -0.84% | – |
| VHT | Exit | VANGUARD WORLD FDShealth care etf | $0 | – | -7,240 | -100.0% | -0.98% | – |
| TLH | Exit | ISHARES10-20 yr trs etf | $0 | – | -8,130 | -100.0% | -1.11% | – |
| VTI | Exit | VANGAURD INDEX FDStotal stk mkt | $0 | – | -12,060 | -100.0% | -1.27% | – |
| AAPL | Exit | APPLE INC | $0 | – | -6,201 | -100.0% | -1.29% | – |
| DVY | Exit | ISHARES TRselect dividend etf | $0 | – | -21,549 | -100.0% | -1.29% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -10,817 | -100.0% | -1.33% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -11,312 | -100.0% | -1.52% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -15,461 | -100.0% | -1.53% | – |
| QQQ | Exit | POWERSHARES QQQ TRUSTunit ser 1 | $0 | – | -11,174 | -100.0% | -1.74% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -71,626 | -100.0% | -2.63% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -104,116 | -100.0% | -2.70% | – |
| VOT | Exit | VANGAURD INDEX FUNDmcap gr idxvip | $0 | – | -27,320 | -100.0% | -2.82% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DEcl b new | $0 | – | -19,050 | -100.0% | -2.84% | – |
| IAU | Exit | ISHARES GOLD TRUSTishares | $0 | – | -242,246 | -100.0% | -2.98% | – |
| PGX | Exit | INVESCO EXCHNG TRADED FDpfd etf | $0 | – | -360,858 | -100.0% | -3.87% | – |
| VUG | Exit | VANGAURD INDEX FDSgrowth etf | $0 | – | -37,240 | -100.0% | -4.76% | – |
| IWS | Exit | ISHARESrus md cp val etf | $0 | – | -188,854 | -100.0% | -9.87% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -94,176 | -100.0% | -11.57% | – |
| IEI | Exit | ISHARES3-7 yr tr bd etf | $0 | – | -174,778 | -100.0% | -19.01% | – |
| IEF | Exit | ISHARES7-10 y tr bd etf | $0 | – | -203,483 | -100.0% | -20.16% | – |
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.