$111 Million is the total value of Piedmont Capital Management, LLC's 39 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,180 | -100.0% | -0.22% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -560 | -100.0% | -0.22% | – |
| OMFL | Exit | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $0 | – | -2,161 | -100.0% | -0.62% | – |
| BKLN | Exit | INVESCO EXCH TRADED FD TR IIsr ln etf | $0 | – | -40,886 | -100.0% | -4.28% | – |
| Exit | WORLD GOLD TRspdr gld minis | $0 | – | -272,473 | -100.0% | -10.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS | 15 | Q2 2024 | 38.5% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 10.1% |
| VANECK VECTORS ETF TR | 15 | Q2 2024 | 3.7% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 1.8% |
| DOW INC | 15 | Q2 2024 | 1.1% |
| COCA-COLA CO | 15 | Q2 2024 | 1.1% |
| VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 1.1% |
| VERIZON COMMUNICATIONS INC | 15 | Q2 2024 | 1.1% |
| WALGREENS BOOTS ALLIANCE INC | 15 | Q2 2024 | 0.9% |
| CISCO SYSTEMS INC | 15 | Q2 2024 | 0.9% |
View Piedmont Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-18 |
| 13F-HR/A | 2022-08-10 |
| 13F-HR | 2022-08-10 |
View Piedmont Capital Management, 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.