$0 is the total value of Highland Private Wealth Management's 0 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2022 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-18
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP COM | 28 | Q3 2022 | 14.2% |
AMAZON COM INC COM | 28 | Q3 2022 | 11.7% |
SPDR S&P 500 ETF TR | 28 | Q3 2022 | 8.3% |
ISHARES TR | 28 | Q3 2022 | 9.8% |
ISHARES TR | 28 | Q3 2022 | 6.1% |
VANGUARD INTL EQUITY INDEX F | 28 | Q3 2022 | 5.2% |
ISHARES TR | 28 | Q3 2022 | 2.7% |
ISHARES TR | 28 | Q3 2022 | 2.5% |
META PLATFORMS INC | 28 | Q3 2022 | 3.2% |
CHEVRON CORP NEW COM | 28 | Q3 2022 | 1.3% |
View Highland Private Wealth Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-01-18 |
13F-HR | 2022-10-17 |
13F-HR | 2022-07-14 |
13F-HR | 2022-04-28 |
13F-HR | 2022-01-24 |
13F-HR | 2021-10-21 |
13F-HR | 2021-08-03 |
13F-HR | 2021-04-12 |
13F-HR | 2021-02-08 |
13F-HR | 2020-10-08 |
View Highland Private Wealth Management'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.