| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORPORATION COM | 23 | Q3 2020 | 3.7% |
| BERKSHIRE HATHAWAY INC DEL COM CL B | 22 | Q3 2020 | 6.8% |
| BROWN & BROWN INC COM | 22 | Q3 2020 | 8.5% |
| VERIZONMUNICATIONS INC COM | 22 | Q3 2020 | 5.2% |
| THE COCA-COLA CO | 22 | Q3 2020 | 4.6% |
| ABBVIE INC COM USD0.01 | 22 | Q3 2020 | 4.3% |
| SPDR S&P HOMEBUILDERS ETF | 22 | Q3 2020 | 3.8% |
| SELECT SECTOR SPDR TR SBI HEALTHCARE | 22 | Q3 2020 | 3.7% |
| ALTRIA GROUP INC COM | 22 | Q3 2020 | 3.1% |
| SELECT SECTOR UTI SELECTSPDR ETF | 22 | Q3 2020 | 2.9% |
View Ruggie Capital Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-10-29 |
| 13F-HR | 2020-08-11 |
| 13F-HR | 2020-04-06 |
| 13F-HR | 2020-02-14 |
| 13F-HR | 2019-11-06 |
| 13F-HR | 2019-08-05 |
| 13F-HR | 2019-04-24 |
| 13F-HR | 2019-01-31 |
| 13F-HR | 2018-11-07 |
| 13F-HR | 2018-08-15 |
View Ruggie Capital Group'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.