$253 Million is the total value of Kistler-Tiffany Companies, LLC's 576 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | New | ISHARES TRcore msci eafe | $745,000 | – | 11,279 | +100.0% | 0.29% | – |
| AGG | New | ISHARES TRcore us aggbd et | $390,000 | – | 3,565 | +100.0% | 0.15% | – |
| VOOV | New | VANGUARD ADMIRAL FDS INC500 val idx fd | $120,000 | – | 1,093 | +100.0% | 0.05% | – |
| New | CORPORATE CAP TR INC | $60,000 | – | 3,724 | +100.0% | 0.02% | – | |
| IEMG | New | ISHARES INCcore msci emkt | $60,000 | – | 1,053 | +100.0% | 0.02% | – |
| EQT | New | EQT CORP | $54,000 | – | 943 | +100.0% | 0.02% | – |
| TMUS | New | T MOBILE US INC | $38,000 | – | 592 | +100.0% | 0.02% | – |
| GNR | New | SPDR INDEX SHS FDSglb nat resrce | $34,000 | – | 686 | +100.0% | 0.01% | – |
| GPS | New | GAP INC DEL | $31,000 | – | 915 | +100.0% | 0.01% | – |
| TPR | New | TAPESTRY INC | $27,000 | – | 600 | +100.0% | 0.01% | – |
| AER | New | AERCAP HOLDINGS NV | $25,000 | – | 477 | +100.0% | 0.01% | – |
| USG | New | U S G CORP | $19,000 | – | 500 | +100.0% | 0.01% | – |
| ANET | New | ARISTA NETWORKS INC | $18,000 | – | 77 | +100.0% | 0.01% | – |
| KNDI | New | KANDI TECHNOLOGIES GROUP INC | $18,000 | – | 2,600 | +100.0% | 0.01% | – |
| QRVO | New | QORVO INC | $14,000 | – | 212 | +100.0% | 0.01% | – |
| UVSP | New | UNIVEST CORP PA | $14,000 | – | 500 | +100.0% | 0.01% | – |
| LRCX | New | LAM RESEARCH CORP | $16,000 | – | 88 | +100.0% | 0.01% | – |
| JUNO | New | JUNO THERAPEUTICS INC | $14,000 | – | 302 | +100.0% | 0.01% | – |
| HEP | New | HOLLY ENERGY PARTNERS L P | $12,000 | – | 368 | +100.0% | 0.01% | – |
| TIP | New | ISHARES TRtips bd etf | $11,000 | – | 100 | +100.0% | 0.00% | – |
| MUB | New | ISHARES TRnational mun etf | $4,000 | – | 38 | +100.0% | 0.00% | – |
| TWO | New | TWO HBRS INVT CORP | $4,000 | – | 250 | +100.0% | 0.00% | – |
| ETW | New | EATON VANCE TXMGD GL BUYWR O | $5,000 | – | 430 | +100.0% | 0.00% | – |
| CNX | New | CNX RESOURCES CORPORATION | $2,000 | – | 113 | +100.0% | 0.00% | – |
| AGNC | New | AGNC INVT CORP | $3,000 | – | 168 | +100.0% | 0.00% | – |
| UNIT | New | UNITI GROUP INC | $3,000 | – | 144 | +100.0% | 0.00% | – |
| GPMT | New | GRANITE PT MTG TR INC | $1,000 | – | 47 | +100.0% | 0.00% | – |
| CEIX | New | CONSOL ENERGY INC NEW | $1,000 | – | 14 | +100.0% | 0.00% | – |
| WIN | New | WINDSTREAM HLDGS INC | $0 | – | 120 | +100.0% | 0.00% | – |
| AUTO | New | AUTOWEB INC | $0 | – | 17 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 41 | Q2 2023 | 20.3% |
| SPDR SER TR | 41 | Q2 2023 | 6.3% |
| VANGUARD WHITEHALL FDS INC | 41 | Q2 2023 | 6.8% |
| WEST PHARMACEUTICAL SVSC INC | 41 | Q2 2023 | 4.3% |
| VANGUARD INDEX FDS | 41 | Q2 2023 | 3.7% |
| VANGUARD SPECIALIZED PORTFOL | 41 | Q2 2023 | 5.1% |
| VANGUARD TAX-MANAGED INTL FD | 41 | Q2 2023 | 5.6% |
| APPLE INC | 41 | Q2 2023 | 4.3% |
| EXXON MOBIL CORP | 41 | Q2 2023 | 4.3% |
| JOHNSON & JOHNSON | 41 | Q2 2023 | 2.8% |
View Kistler-Tiffany Companies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-01-25 |
| 13F-HR | 2021-11-10 |
| 13F-HR | 2021-08-04 |
| 13F-HR | 2021-05-07 |
View Kistler-Tiffany Companies, 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.