| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2008 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 45 | Q2 2024 | 16.3% |
| PROCTOR AND GAMBLE CO | 45 | Q2 2024 | 5.7% |
| iShares MSCI Mexico Index | 44 | Q2 2024 | 17.9% |
| SPDR S&P 500 ETF Trust | 44 | Q2 2024 | 14.2% |
| HOME DEPOT INC | 44 | Q2 2024 | 5.7% |
| CHEVRON CORP NEW | 43 | Q2 2024 | 5.9% |
| JPMORGAN CHASE & CO. | 43 | Q2 2024 | 5.5% |
| Pepsico Incorporated | 43 | Q2 2024 | 4.7% |
| WalMart Stores Inc | 42 | Q2 2024 | 5.2% |
| MERCK & CO. INC | 42 | Q2 2024 | 5.7% |
View Capital Wealth Planning, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
View Capital Wealth Planning, 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.