| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US BROAD MARKET ETF | 22 | Q2 2024 | 16.5% |
| APPLE INC | 22 | Q2 2024 | 6.1% |
| ABBOTT LABS | 22 | Q2 2024 | 3.1% |
| DANAHER CORPORATION | 22 | Q2 2024 | 2.8% |
| Intercontinential Exc | 22 | Q2 2024 | 2.8% |
| MICROSOFT CORP | 22 | Q2 2024 | 1.9% |
| MASTERCARD INCORPORATED | 22 | Q2 2024 | 2.6% |
| LOCKHEED MARTIN CORP | 22 | Q2 2024 | 2.0% |
| First Trust Nasdaq Tech Divid Idx ETF IV | 22 | Q2 2024 | 0.9% |
| First Trust TCW Opprtnistc FI ETF IV | 22 | Q2 2024 | 1.5% |
View Genesee Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-19 |
View Genesee Capital 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.