$253 Million is the total value of RPg Family Wealth Advisory, LLC's 277 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 34 | Q2 2024 | 5.8% |
| MICROSOFT CORP COM | 34 | Q2 2024 | 4.1% |
| Alphabet Inc Class A Common Stock | 34 | Q2 2024 | 4.4% |
| Exxon Mobil Corporation | 34 | Q2 2024 | 4.8% |
| SPDR SER TR BLOOMBERG BARCLAYS U S CONV | 34 | Q2 2024 | 2.3% |
| ISHARES TR CORE S&P 500 ETF | 34 | Q2 2024 | 1.4% |
| ISHARES TR | 34 | Q2 2024 | 0.3% |
| ISHARES TR MSCI ACWI ETF | 34 | Q2 2024 | 0.4% |
| AMAZON.COM INC | 33 | Q2 2024 | 5.3% |
| VERIZON COMMUNICATIONS INC COM | 33 | Q2 2024 | 3.5% |
View RPg Family Wealth Advisory, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-12 |
View RPg Family Wealth Advisory, 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.