$181 Billion is the total value of CT Financial Advisors LLC's 635 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| 3M COMPANY | 11 | Q1 2017 | 5.0% |
| VANGUARD BD INDEX SHORT TERM BD ETF | 11 | Q1 2017 | 4.1% |
| ISHARES TR 1-3 YR CR BD ETF | 11 | Q1 2017 | 3.4% |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | 11 | Q1 2017 | 2.5% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 11 | Q1 2017 | 2.7% |
| VANGUARD INTL EQUITY INDEX FD INC FTSE ALL-WORLD EX-US INDEX FD ETF SHS | 11 | Q1 2017 | 2.9% |
| EXXON MOBIL CORP | 11 | Q1 2017 | 2.5% |
| VANGUARD INDEX REIT ETF | 11 | Q1 2017 | 2.4% |
| REALTY INCOME CORP (MARYLAND) | 11 | Q1 2017 | 2.0% |
| INTEL CORP | 11 | Q1 2017 | 2.3% |
View CT Financial Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-04-07 |
| 13F-HR | 2017-01-12 |
| 13F-HR | 2016-10-12 |
| 13F-HR | 2016-07-07 |
| 13F-HR | 2016-04-06 |
| 13F-HR | 2016-01-05 |
| 13F-HR | 2015-10-05 |
| 13F-HR | 2015-07-17 |
| 13F-HR/A | 2015-05-07 |
| 13F-HR/A | 2015-05-07 |
View CT Financial 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.