Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
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.