| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2010 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 TRUST | 35 | Q2 2024 | 9.0% |
| VANGUARD S&P 500 ETF | 35 | Q2 2024 | 8.0% |
| APPLE INC COM | 35 | Q2 2024 | 2.7% |
| MICROSOFT CORP COM | 35 | Q2 2024 | 2.7% |
| ALPHABET INC CAP STK CL C | 35 | Q2 2024 | 2.3% |
| AMAZON COM INC COM | 35 | Q2 2024 | 2.1% |
| VANGUARD WORLD FDS | 35 | Q2 2024 | 2.1% |
| VISA INC COM CL A | 35 | Q2 2024 | 1.1% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 35 | Q2 2024 | 1.1% |
| WAL-MART STORES INC COM | 35 | Q2 2024 | 1.3% |
View Proficio Capital Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-02 |
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-14 |
| 13F-HR/A | 2023-04-21 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-11 |
View Proficio Capital Partners 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.