$76.7 Million is the total value of NorthLanding Financial Partners, LLC's 33 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IDEV | Buy | ISHARES TRcore msci intl | $248,789 | +2.9% | 4,071 | +1.8% | 0.32% | +90.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 5 | Q3 2023 | 22.7% |
| ISHARES TR | 5 | Q3 2023 | 18.6% |
| ISHARES TR | 5 | Q3 2023 | 7.0% |
| VANGUARD INDEX FDS | 5 | Q3 2023 | 7.5% |
| FIRST TR EXCHNG TRADED FD VI | 5 | Q3 2023 | 5.0% |
| FIDELITY COVINGTON TRUST | 5 | Q3 2023 | 6.0% |
| ISHARES TR | 5 | Q3 2023 | 3.9% |
| ISHARES TR | 5 | Q3 2023 | 4.4% |
| ISHARES INC | 5 | Q3 2023 | 3.7% |
| ISHARES TR | 5 | Q3 2023 | 2.9% |
View NorthLanding Financial Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-14 |
View NorthLanding Financial 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.