$151 Million is the total value of Hefty Wealth Partners's 250 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DXC | Exit | DXC TECHNOLOGY C | $0 | – | -37 | -100.0% | -0.00% | – |
| EWH | Exit | iShares ETFs/USAetf | $0 | – | -161 | -100.0% | -0.00% | – |
| PGAL | Exit | Global X ETFs/USAetf | $0 | – | -510 | -100.0% | -0.00% | – |
| DD | Exit | DU PONT (EI) | $0 | – | -50 | -100.0% | -0.00% | – |
| CLF | Exit | CLIFFS NATURAL R | $0 | – | -900 | -100.0% | -0.00% | – |
| MOS | Exit | MOSAIC CO/THE | $0 | – | -522 | -100.0% | -0.01% | – |
| DOW | Exit | DOW CHEMICAL CO | $0 | – | -233 | -100.0% | -0.01% | – |
| MAT | Exit | MATTEL INC | $0 | – | -702 | -100.0% | -0.01% | – |
| CL | Exit | COLGATE-PALMOLIV | $0 | – | -432 | -100.0% | -0.02% | – |
| IWC | Exit | iShares ETFs/USAetf | $0 | – | -393 | -100.0% | -0.02% | – |
| SPNC | Exit | SPECTRANETICS | $0 | – | -1,150 | -100.0% | -0.03% | – |
| XOP | Exit | State Street ETF/USAetf | $0 | – | -1,470 | -100.0% | -0.03% | – |
| SOXX | Exit | iShares ETFs/USAetf | $0 | – | -455 | -100.0% | -0.04% | – |
| KIE | Exit | State Street ETF/USAetf | $0 | – | -768 | -100.0% | -0.05% | – |
| REM | Exit | iShares ETFs/USAetf | $0 | – | -1,453 | -100.0% | -0.05% | – |
| XPH | Exit | State Street ETF/USAetf | $0 | – | -1,610 | -100.0% | -0.05% | – |
| GPS | Exit | GAP INC/THE | $0 | – | -26,447 | -100.0% | -0.40% | – |
| TSN | Exit | TYSON FOODS-A | $0 | – | -10,519 | -100.0% | -0.45% | – |
| ABC | Exit | AMERISOURCEBERGE | $0 | – | -8,104 | -100.0% | -0.52% | – |
| ENOR | Exit | iShares ETFs/USAetf | $0 | – | -37,025 | -100.0% | -0.56% | – |
| VLO | Exit | VALERO ENERGY | $0 | – | -12,195 | -100.0% | -0.56% | – |
| FL | Exit | FOOT LOCKER INC | $0 | – | -17,905 | -100.0% | -0.60% | – |
| EWI | Exit | iShares ETFs/USAetf | $0 | – | -32,285 | -100.0% | -0.61% | – |
| EIS | Exit | iShares ETFs/USAetf | $0 | – | -17,348 | -100.0% | -0.64% | – |
| XLB | Exit | State Street ETF/USAetf | $0 | – | -48,175 | -100.0% | -1.77% | – |
| XLY | Exit | State Street ETF/USAetf | $0 | – | -29,812 | -100.0% | -1.82% | – |
| XLV | Exit | State Street ETF/USAetf | $0 | – | -34,569 | -100.0% | -1.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares ETFs/USA | 10 | Q1 2018 | 6.4% |
| iShares ETFs/USA | 10 | Q1 2018 | 4.5% |
| iShares ETFs/USA | 10 | Q1 2018 | 3.5% |
| State Street ETF/USA | 10 | Q1 2018 | 2.7% |
| State Street ETF/USA | 10 | Q1 2018 | 2.6% |
| VanEck Vectors ETFs/USA | 10 | Q1 2018 | 2.2% |
| iShares ETFs/USA | 10 | Q1 2018 | 2.8% |
| Vanguard ETF/USA | 10 | Q1 2018 | 6.1% |
| State Street ETF/USA | 10 | Q1 2018 | 3.0% |
| iShares ETFs/USA | 10 | Q1 2018 | 2.5% |
View Hefty Wealth Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-04-02 |
| 13F-HR | 2018-01-03 |
| 13F-HR | 2017-10-02 |
| 13F-HR | 2017-07-06 |
| 13F-HR | 2017-04-06 |
| 13F-HR | 2017-01-05 |
| 13F-HR | 2016-10-05 |
| 13F-HR | 2016-07-11 |
| 13F-HR | 2016-05-16 |
| 13F-HR | 2016-05-16 |
View Hefty Wealth Partners'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.