Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB US BROAD MARKET ETF | 19 | Q3 2023 | 10.2% |
APPLE INC | 19 | Q3 2023 | 6.1% |
DANAHER CORPORATION | 19 | Q3 2023 | 2.8% |
ABBOTT LABS | 19 | Q3 2023 | 3.1% |
Intercontinential Exc | 19 | Q3 2023 | 2.8% |
MICROSOFT CORP | 19 | Q3 2023 | 1.9% |
MASTERCARD INCORPORATED | 19 | Q3 2023 | 2.6% |
LOCKHEED MARTIN CORP | 19 | Q3 2023 | 2.0% |
First Trust Nasdaq Tech Divid Idx ETF IV | 19 | Q3 2023 | 0.9% |
First Trust TCW Opprtnistc FI ETF IV | 19 | Q3 2023 | 1.5% |
View Genesee Capital Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-25 |
13F-HR | 2022-01-25 |
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.