$347 Million is the total value of Biltmore Capital Advisors LLC's 66 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 13 | Q4 2021 | 5.3% |
| VANGUARD BD INDEX FDS | 13 | Q4 2021 | 4.2% |
| SPDR S&P 500 ETF TR | 13 | Q4 2021 | 1.1% |
| UNITED PARCEL SERVICE INC | 12 | Q4 2021 | 31.4% |
| JOHNSON & JOHNSON | 12 | Q4 2021 | 16.4% |
| VANGUARD ADMIRAL FDS INC | 12 | Q4 2021 | 8.3% |
| VANGUARD ADMIRAL FDS INC | 12 | Q4 2021 | 8.6% |
| VANGUARD SCOTTSDALE FDS | 12 | Q4 2021 | 3.8% |
| VANGUARD SCOTTSDALE FDS | 12 | Q4 2021 | 2.9% |
| VANGUARD INDEX FDS | 12 | Q4 2021 | 2.3% |
View Biltmore Capital Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-09 |
| 13F-HR | 2021-08-04 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-02-10 |
| 13F-HR/A | 2020-10-27 |
| 13F-HR | 2020-10-27 |
| 13F-HR | 2020-08-11 |
| 13F-HR | 2020-04-29 |
| 13F-HR | 2020-02-10 |
View Biltmore Capital Advisors 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.