| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
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.