Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 3 | Q2 2024 | 10.8% |
SCHWAB STRATEGIC TR | 3 | Q2 2024 | 7.6% |
VANGUARD INDEX FDS | 3 | Q2 2024 | 4.2% |
INNOVATOR ETFS TRUST | 3 | Q2 2024 | 3.8% |
SPDR S&P 500 ETF TR | 3 | Q2 2024 | 4.8% |
INNOVATOR ETFS TRUST | 3 | Q2 2024 | 2.7% |
SSGA ACTIVE ETF TR | 3 | Q2 2024 | 2.3% |
NVIDIA CORPORATION | 3 | Q2 2024 | 2.7% |
HOME DEPOT INC | 3 | Q2 2024 | 2.0% |
BROADCOM INC | 3 | Q2 2024 | 1.7% |
View Weaver Capital Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-30 |
13F-HR | 2024-08-02 |
13F-HR | 2024-05-15 |
13F-HR | 2024-05-15 |
View Weaver Capital Management 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.