$264 Million is the total value of ANCORA FAMILY WEALTH ADVISORS, LLC's 189 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -10,677 | -100.0% | -0.04% | – |
| WMT | Exit | WAL-MART STORES INC | $0 | – | -3,054 | -100.0% | -0.08% | – |
| CVC | Exit | CABLEVISION SYS CORPcl a ny cablvs | $0 | – | -6,637 | -100.0% | -0.09% | – |
| JOF | Exit | JAPAN SMALLER CAPTLZTN FD IN | $0 | – | -35,053 | -100.0% | -0.14% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -10,384 | -100.0% | -0.17% | – |
| TYFDL | Exit | TYSON FOODS INCunit 99/99/9999 | $0 | – | -17,220 | -100.0% | -0.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-02
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 | 2024-02-14 |
| 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 |
| 13F-NT | 2021-08-13 |
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.