$259 Million is the total value of High Falls Advisors, Inc's 77 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IEF | New | ISHARES TRbarclays 7 10 yr | $754,000 | – | 7,237 | +100.0% | 0.29% | – |
UUP | New | INVESCO DB US DLR INDEX TRbullish fd | $727,000 | – | 28,583 | +100.0% | 0.28% | – |
XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $666,000 | – | 13,116 | +100.0% | 0.26% | – |
TGT | New | TARGET CORP | $204,000 | – | 3,090 | +100.0% | 0.08% | – |
DUK | New | DUKE ENERGY CORP NEW | $200,000 | – | 2,317 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 32 | Q3 2023 | 7.9% |
SPDR S&P 500 ETF TR | 32 | Q3 2023 | 8.0% |
ISHARES TR | 32 | Q3 2023 | 8.9% |
ISHARES TR | 32 | Q3 2023 | 7.8% |
ISHARES TR | 32 | Q3 2023 | 6.1% |
ISHARES TR | 32 | Q3 2023 | 5.8% |
ISHARES TR | 32 | Q3 2023 | 5.2% |
ISHARES TR | 32 | Q3 2023 | 4.4% |
ISHARES TR | 32 | Q3 2023 | 5.4% |
ISHARES TR | 32 | Q3 2023 | 3.8% |
View High Falls Advisors, Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-16 |
13F-HR | 2024-02-15 |
13F-HR | 2023-11-15 |
13F-HR | 2023-08-15 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-15 |
View High Falls Advisors, Inc'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.