Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT INDEX | 17 | Q1 2019 | 3.0% |
VISA INC COM CL A | 17 | Q1 2019 | 3.3% |
APPLE INC COM | 17 | Q1 2019 | 2.9% |
ISHARES TR | 17 | Q1 2019 | 2.6% |
FACEBOOK INC COM CL A | 17 | Q1 2019 | 3.1% |
VERIZON COMMUNICATIONS INC | 17 | Q1 2019 | 2.2% |
LILLY ELI & CO | 17 | Q1 2019 | 2.0% |
MALLINCKRODT PUB LTD ORD | 17 | Q1 2019 | 3.4% |
BANK MONTREAL QUE COM COM | 17 | Q1 2019 | 1.7% |
ISHARES TR | 17 | Q1 2019 | 2.4% |
View BKS ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-04-16 |
13F-HR | 2019-01-30 |
13F-HR | 2018-10-26 |
13F-HR | 2018-08-06 |
13F-HR | 2018-05-03 |
13F-HR | 2018-02-12 |
13F-HR | 2017-11-09 |
13F-HR | 2017-08-08 |
13F-HR | 2017-05-15 |
13F-HR | 2017-02-13 |
View BKS 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.