| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 5 | Q1 2016 | 4.8% |
| APPLE INC | 5 | Q1 2016 | 4.0% |
| ISHARES TR | 5 | Q1 2016 | 5.0% |
| VANGUARD SPECIALIZED PORTFOL | 5 | Q1 2016 | 3.8% |
| VANGUARD SCOTTSDALE FDS | 5 | Q1 2016 | 3.7% |
| LILLY ELI & CO | 5 | Q1 2016 | 3.5% |
| VANGUARD WORLD FD | 5 | Q1 2016 | 3.0% |
| VANGUARD INDEX FDS | 5 | Q1 2016 | 2.8% |
| BOEING CO | 5 | Q1 2016 | 2.4% |
| WISDOMTREE TR | 5 | Q1 2016 | 2.4% |
View Gupta Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2016-05-16 |
| 13F-HR | 2016-02-17 |
| 13F-HR | 2015-11-18 |
| 13F-HR | 2015-08-26 |
| 13F-HR | 2015-05-15 |
View Gupta Wealth Management 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.