$592 Million is the total value of Glovista Investments LLC's 86 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ATI | ALLEGHENY TECHNOLOGIES INC | $1,479,000 | +5.7% | 39,254 | 0.0% | 0.25% | +9.2% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $849,000 | +1.3% | 4,538 | 0.0% | 0.14% | +4.4% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $839,000 | +5.4% | 6,710 | 0.0% | 0.14% | +9.2% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $750,000 | +2.6% | 3,895 | 0.0% | 0.13% | +6.7% | |
| CL | COLGATE PALMOLIVE CO | $516,000 | -0.4% | 7,950 | 0.0% | 0.09% | +2.4% | |
| BSV | VANGUARD BD INDEX FD INCshort trm bond | $400,000 | 0.0% | 5,000 | 0.0% | 0.07% | +4.6% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $375,000 | +5.3% | 2 | 0.0% | 0.06% | +8.6% | |
| MDLZ | MONDELEZ INTL INCcl a | $372,000 | -2.1% | 10,777 | 0.0% | 0.06% | +1.6% | |
| V | VISA INC | $314,000 | -3.1% | 1,453 | 0.0% | 0.05% | 0.0% | |
| EEMA | ISHARESmsci em asia etf | $271,000 | -2.2% | 4,848 | 0.0% | 0.05% | +2.2% | |
| CVX | CHEVRON CORP NEW | $226,000 | -4.6% | 1,900 | 0.0% | 0.04% | -2.6% | |
| PSUNQ | PACIFIC SUNWEAR CALIF INC | $69,000 | -11.5% | 23,300 | 0.0% | 0.01% | -7.7% | |
| GIGA | GIGA TRONICS INC | $20,000 | +42.9% | 15,500 | 0.0% | 0.00% | +50.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 41 | Q3 2023 | 23.7% |
| ISHARES INC | 38 | Q3 2023 | 9.2% |
| ISHARES INC | 38 | Q3 2023 | 10.3% |
| SPDR GOLD TRUST | 38 | Q3 2022 | 2.0% |
| ISHARES INC | 37 | Q3 2023 | 11.7% |
| ISHARES INC | 35 | Q3 2023 | 5.5% |
| ISHARES TR | 34 | Q3 2023 | 7.8% |
| ISHARES TR | 34 | Q3 2023 | 7.1% |
| ISHARES TR | 33 | Q3 2023 | 14.6% |
| ISHARES INC | 33 | Q3 2023 | 7.2% |
View Glovista Investments LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-12-11 |
| 13F-HR | 2023-08-16 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-12 |
View Glovista Investments 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.