| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 23 | Q2 2024 | 14.4% |
| APPLE INC | 23 | Q2 2024 | 8.3% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q2 2024 | 8.4% |
| WISDOMTREE TR | 23 | Q2 2024 | 5.7% |
| VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 5.0% |
| SELECT SECTOR SPDR TR | 23 | Q2 2024 | 2.9% |
| ISHARES TR | 23 | Q2 2024 | 3.1% |
| ISHARES TR | 23 | Q2 2024 | 2.5% |
| STARBUCKS CORP | 23 | Q2 2024 | 1.9% |
| AMAZON COM INC | 23 | Q2 2024 | 1.5% |
View Financial Insights, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-12-07 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-11 |
View Financial Insights, Inc.'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.