Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WHITEHALL FDS INC | 10 | Q1 2018 | 4.0% |
WELLS FARGO CO NEW | 10 | Q1 2018 | 2.8% |
VANGUARD INDEX FDS | 10 | Q1 2018 | 4.4% |
APPLE INC | 10 | Q1 2018 | 2.6% |
VANGUARD SCOTTSDALE FDS | 10 | Q1 2018 | 3.3% |
AT&T INC | 10 | Q1 2018 | 1.3% |
ISHARES TR | 10 | Q1 2018 | 1.9% |
ALPHABET INC | 10 | Q1 2018 | 1.0% |
VERIZON COMMUNICATIONS INC | 10 | Q1 2018 | 1.2% |
MICROSOFT CORP | 10 | Q1 2018 | 1.3% |
View Allegis Investment Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2018-04-24 |
13F-HR | 2018-02-05 |
13F-HR | 2017-11-13 |
13F-HR | 2017-08-03 |
13F-HR | 2017-05-05 |
13F-HR | 2017-01-18 |
13F-HR | 2016-11-03 |
13F-HR | 2016-08-08 |
13F-HR | 2016-05-09 |
13F-HR | 2016-02-11 |
View Allegis Investment 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.