$293 Million is the total value of ANCORA FAMILY WEALTH ADVISORS, LLC's 213 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FMNB | Exit | FARMERS NATL BANC CORP | $0 | – | -10,514 | -100.0% | -0.04% | – |
SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -4,500 | -100.0% | -0.09% | – |
WYPRA | Exit | WEYERHAEUSER COpref conv ser a | $0 | – | -12,743 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-04
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.