| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Exxon Mobil Corporation | 9 | Q1 2017 | 5.6% |
| APPLE INC | 9 | Q1 2017 | 3.4% |
| PHILIP MORRIS INTL INC | 9 | Q1 2017 | 3.2% |
| PROCTER & GAMBLE CO | 9 | Q1 2017 | 2.8% |
| JOHNSON & JOHNSON | 9 | Q1 2017 | 2.7% |
| Vanguard Total Bond Market ETF | 9 | Q1 2017 | 5.9% |
| CHEVRON CORP NEW | 9 | Q1 2017 | 3.1% |
| United Parcel Service Inc (UPS) | 9 | Q1 2017 | 2.1% |
| ALTRIA GROUP INC | 9 | Q1 2017 | 2.3% |
| Vanguard MSCI Emerging Markets ETF | 9 | Q1 2017 | 2.5% |
View Integrated Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-04-14 |
| 13F-HR | 2017-01-06 |
| 13F-HR | 2016-10-21 |
| 13F-HR | 2016-08-01 |
| 13F-HR | 2016-04-22 |
| 13F-HR | 2016-01-25 |
| 13F-HR | 2015-10-13 |
| 13F-HR | 2015-07-17 |
| 13F-HR | 2015-04-27 |
View Integrated Wealth Management'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.