$1.9 Million is the total value of Brick & Kyle, Associates's 90 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2018 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-06-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 35 | Q3 2023 | 13.8% |
ABBVIE INC | 35 | Q3 2023 | 4.4% |
MICROSOFT CORP | 35 | Q3 2023 | 5.9% |
JPMORGAN CHASE & CO | 35 | Q3 2023 | 3.8% |
MERCK & CO INC NEW | 35 | Q3 2023 | 4.4% |
JOHNSON & JOHNSON | 35 | Q3 2023 | 3.4% |
VISA INC CLASS A | 35 | Q3 2023 | 3.9% |
MCDONALDS CORP | 35 | Q3 2023 | 4.0% |
VERIZON COMMUNICATN | 35 | Q3 2023 | 2.6% |
SOUTHERN CO | 35 | Q3 2023 | 2.1% |
View Brick & Kyle, Associates's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-14 |
13F-HR | 2024-02-15 |
13F-HR | 2023-11-15 |
13F-HR | 2023-08-15 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-16 |
13F-HR | 2022-11-16 |
13F-HR | 2022-08-16 |
13F-HR | 2022-05-23 |
13F-HR/A | 2022-02-15 |
View Brick & Kyle, Associates'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.