ANCORA FAMILY WEALTH ADVISORS, LLC - Q1 2021 holdings

 Value Shares↓ Weighting
No holdings reported for quarter Q1 2021
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SMUCKER J M CO5Q3 20167.2%
SCHWAB STRATEGIC TR5Q3 20164.9%
APPLE INC5Q3 20162.9%
EXXON MOBIL CORP5Q3 20162.5%
CHEVRON CORP NEW5Q3 20162.5%
SCHWAB STRATEGIC TR5Q3 20162.2%
PEPSICO INC5Q3 20162.1%
PROCTER & GAMBLE CO5Q3 20162.1%
EXPRESS SCRIPTS HLDG CO5Q3 20162.0%
JOHNSON & JOHNSON5Q3 20161.9%

View ANCORA FAMILY WEALTH ADVISORS, LLC's complete holdings history.

Latest filings
TypeFiled
13F-NT2024-05-16
13F-NT2024-02-14
13F-NT2023-11-14
13F-NT2023-08-14
13F-NT2023-05-15
13F-NT2023-02-14
13F-NT2022-11-14
13F-NT2022-08-15
13F-NT2022-05-13
13F-NT2022-02-14

View ANCORA FAMILY WEALTH ADVISORS, LLC's complete filings history.

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