$339 Million is the total value of HT Partners LLC's 52 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CLX | New | CLOROX CO DEL | $5,079,504 | – | 32,100 | +100.0% | 1.50% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $377,412 | – | 4,168 | +100.0% | 0.11% | – |
| FB | New | META PLATFORMS INCcl a | $243,095 | – | 1,147 | +100.0% | 0.07% | – |
| IYW | New | ISHARES TRu.s. tech etf | $242,420 | – | 2,612 | +100.0% | 0.07% | – |
| TSLA | New | TESLA INC | $233,600 | – | 1,126 | +100.0% | 0.07% | – |
| ACHC | New | ACADIA HEALTHCARE COMPANY IN | $209,019 | – | 2,893 | +100.0% | 0.06% | – |
| CSCO | New | CISCO SYS INC | $207,323 | – | 3,966 | +100.0% | 0.06% | – |
| EUO | New | PROSHARES TR IIcall | $8,000 | – | 10,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHW US BRD MKT ETF | 42 | Q3 2023 | 48.0% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 13.5% |
| MICROSOFT CORP | 42 | Q3 2023 | 1.2% |
| LILLY ELI & COMPANY | 42 | Q3 2023 | 0.7% |
| A T & T INC NEW | 42 | Q3 2023 | 1.9% |
| Vanguard Short Term Bond Index | 38 | Q3 2023 | 8.8% |
| VANGUARD TOTAL INTL BD TOTAL INTL BD INDEX FD | 36 | Q3 2023 | 9.7% |
| SPDR FUND CONSUMER STAPLES ETF IV | 36 | Q3 2023 | 7.9% |
| PROSHARES TR | 35 | Q3 2023 | 2.7% |
| VERIZON COMMUNICATN | 33 | Q1 2023 | 0.2% |
View HT Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-19 |
View HT Partners 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.