$245 Million is the total value of ANCORA FAMILY WEALTH ADVISORS, LLC's 178 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIIB | New | BIOGEN INC | $686,000 | – | 2,635 | +100.0% | 0.28% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $458,000 | – | 5,610 | +100.0% | 0.19% | – |
| IGSB | New | ISHARES TR1-3 yr cr bd etf | $385,000 | – | 3,651 | +100.0% | 0.16% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $275,000 | – | 5,581 | +100.0% | 0.11% | – |
| AON | New | AON PLC | $232,000 | – | 2,225 | +100.0% | 0.10% | – |
| NEE | New | NEXTERA ENERGY INC | $225,000 | – | 1,905 | +100.0% | 0.09% | – |
| WMT | New | WAL-MART STORES INC | $209,000 | – | 3,054 | +100.0% | 0.08% | – |
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $207,000 | – | 2,993 | +100.0% | 0.08% | – |
| CPRT | New | COPART INC | $207,000 | – | 5,075 | +100.0% | 0.08% | – |
| IEI | New | ISHARES TR3-7 yr tr bd etf | $203,000 | – | 1,608 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SMUCKER J M CO | 5 | Q3 2016 | 7.2% |
| SCHWAB STRATEGIC TR | 5 | Q3 2016 | 4.9% |
| APPLE INC | 5 | Q3 2016 | 2.9% |
| EXXON MOBIL CORP | 5 | Q3 2016 | 2.5% |
| CHEVRON CORP NEW | 5 | Q3 2016 | 2.5% |
| SCHWAB STRATEGIC TR | 5 | Q3 2016 | 2.2% |
| PEPSICO INC | 5 | Q3 2016 | 2.1% |
| PROCTER & GAMBLE CO | 5 | Q3 2016 | 2.1% |
| EXPRESS SCRIPTS HLDG CO | 5 | Q3 2016 | 2.0% |
| JOHNSON & JOHNSON | 5 | Q3 2016 | 1.9% |
View ANCORA FAMILY WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-05-16 |
| 13F-NT | 2024-02-14 |
| 13F-NT | 2023-11-14 |
| 13F-NT | 2023-08-14 |
| 13F-NT | 2023-05-15 |
| 13F-NT | 2023-02-14 |
| 13F-NT | 2022-11-14 |
| 13F-NT | 2022-08-15 |
| 13F-NT | 2022-05-13 |
| 13F-NT | 2022-02-14 |
View ANCORA FAMILY WEALTH 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.