| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 43 | Q2 2024 | 6.7% |
| VANGUARD WHITEHALL FDS INC | 43 | Q2 2024 | 4.8% |
| SPDR SER TR | 43 | Q2 2024 | 7.6% |
| SPDR S&P MIDCAP 400 ETF TR | 43 | Q2 2024 | 4.1% |
| BK OF AMERICA CORP | 43 | Q2 2024 | 4.0% |
| SPDR SER TR | 43 | Q2 2024 | 3.4% |
| SELECT SECTOR SPDR TR | 43 | Q2 2024 | 7.3% |
| SPDR SER TR | 43 | Q2 2024 | 3.5% |
| APPLE INC | 43 | Q2 2024 | 4.2% |
| WISDOMTREE TR | 43 | Q2 2024 | 3.9% |
View Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'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.