$388 Million is the total value of Crescent Capital Consulting, LLC's 5024 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Core S&P 500 (IVV) | 5 | Q4 2021 | 11.9% |
| iShares Russell 1000 Gr (IWF) | 5 | Q4 2021 | 6.0% |
| FREEPORT MCMORAN COPPER | 5 | Q4 2021 | 3.5% |
| iShares Russell 1000 Val (IWD) | 5 | Q4 2021 | 2.9% |
| Invesco Bulletshares 2022 HY Bd (BSJM) | 5 | Q4 2021 | 3.8% |
| Vanguard Russell 1000 Gr (VONG) | 5 | Q4 2021 | 3.1% |
| Invesco Dynamic Semiconductors (PSI) | 5 | Q4 2021 | 2.3% |
| iShares S&P 500 Growth (IVW) | 5 | Q4 2021 | 2.5% |
| Vanguard Dividend Appreciation (VIG) | 5 | Q4 2021 | 2.3% |
| First Trust Dow Jones Internet (FDN) | 5 | Q4 2021 | 2.0% |
View Crescent Capital Consulting, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-01-18 |
| 13F-HR | 2021-10-12 |
| 13F-HR | 2021-07-15 |
| 13F-HR | 2021-04-15 |
| 13F-HR | 2021-01-19 |
View Crescent Capital Consulting, 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.