$401 Million is the total value of CHOREO, LLC's 151 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 13.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Buy | ISHARES TRrus 1000 grw etf | $50,634,000 | +2.7% | 511,400 | +2.6% | 12.64% | +0.6% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $33,429,000 | +6.0% | 324,084 | +5.9% | 8.35% | +3.8% |
| IWB | Buy | ISHARES TRrus 1000 etf | $31,020,000 | +1.1% | 267,321 | +0.9% | 7.74% | -1.0% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $22,779,000 | +10.9% | 147,364 | +8.8% | 5.69% | +8.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $17,059,000 | +1.3% | 82,463 | +1.5% | 4.26% | -0.8% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $16,253,000 | -8.6% | 215,411 | +2.1% | 4.06% | -10.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $15,772,000 | +2.4% | 126,321 | +2.0% | 3.94% | +0.3% |
| SCZ | Buy | ISHARESeafe sml cp etf | $15,769,000 | +11.4% | 305,481 | +6.7% | 3.94% | +9.1% |
| EFA | Sell | ISHARES TRmsci eafe etf | $14,832,000 | +0.6% | 229,595 | -0.1% | 3.70% | -1.5% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $14,701,000 | +9.5% | 144,185 | +10.9% | 3.67% | +7.3% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $10,491,000 | +5.9% | 261,280 | +5.0% | 2.62% | +3.7% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $10,238,000 | -0.5% | 89,915 | -0.4% | 2.56% | -2.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $9,732,000 | -3.1% | 46,962 | -2.8% | 2.43% | -5.0% |
| KONAQ | KONA GRILL INC | $9,245,000 | -31.7% | 476,288 | 0.0% | 2.31% | -33.1% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $7,316,000 | +18.5% | 177,279 | +17.4% | 1.83% | +16.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $6,303,000 | +4.2% | 58,650 | +4.0% | 1.57% | +2.0% |
| SEIC | SEI INVESTMENTS CO | $6,168,000 | +11.2% | 125,791 | 0.0% | 1.54% | +8.9% | |
| EMLP | Buy | FIRST TR EXCHANGE TRADED FDno amer energy | $4,934,000 | -0.8% | 194,470 | +5.1% | 1.23% | -2.8% |
| AMJ | Sell | JPMORGAN CHASE & COalerian ml etn | $4,047,000 | -10.8% | 102,204 | -3.6% | 1.01% | -12.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $3,475,000 | +10.9% | 49,209 | +20.6% | 0.87% | +8.6% |
| AAPL | Buy | APPLE INC | $2,992,000 | +1.6% | 23,859 | +0.8% | 0.75% | -0.5% |
| IWR | Buy | ISHARES TRrus mid-cap etf | $2,830,000 | +0.2% | 16,617 | +1.9% | 0.71% | -1.8% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $2,674,000 | +3.1% | 36,255 | +5.2% | 0.67% | +1.1% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $2,661,000 | +0.1% | 27,935 | +0.0% | 0.66% | -2.1% |
| PM | Buy | PHILIP MORRIS INTL INC | $2,591,000 | +68.6% | 31,917 | +58.5% | 0.65% | +65.1% |
| FDL | Sell | FIRST TR MORNINGSTAR DIV LEA | $2,542,000 | -5.6% | 111,494 | -3.6% | 0.64% | -7.6% |
| XOM | Buy | EXXON MOBIL CORP | $2,374,000 | +24.1% | 28,531 | +26.8% | 0.59% | +21.5% |
| MO | Buy | ALTRIA GROUP INC | $2,345,000 | +32.0% | 47,446 | +35.0% | 0.58% | +29.1% |
| USB | Buy | US BANCORP DEL | $2,319,000 | -0.6% | 53,130 | +0.0% | 0.58% | -2.7% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $2,042,000 | +3.3% | 21,081 | +4.4% | 0.51% | +1.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,956,000 | -12.1% | 41,959 | -8.3% | 0.49% | -13.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,863,000 | -6.5% | 13,690 | -0.9% | 0.46% | -8.5% |
| T | Buy | AT&T INC | $1,681,000 | +15.0% | 47,333 | +5.7% | 0.42% | +12.6% |
| PFE | Buy | PFIZER INC | $1,566,000 | +13.2% | 46,692 | +17.4% | 0.39% | +10.8% |
| MSFT | Sell | MICROSOFT CORP | $1,487,000 | +7.0% | 33,674 | -1.5% | 0.37% | +4.8% |
| GE | Buy | GENERAL ELECTRIC CO | $1,476,000 | +8.4% | 55,073 | +1.3% | 0.37% | +6.1% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,452,000 | -3.9% | 9,684 | -2.6% | 0.36% | -5.7% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,423,000 | +3.3% | 17,076 | +3.7% | 0.36% | +1.1% |
| ISCB | Buy | ISHARESmrgstr sm cp etf | $1,391,000 | -0.1% | 9,711 | +0.2% | 0.35% | -2.3% |
| CLB | CORE LABORATORIES N V | $1,385,000 | +9.1% | 12,146 | 0.0% | 0.35% | +6.8% | |
| WFC | Buy | WELLS FARGO & CO NEW | $1,339,000 | +24.0% | 23,810 | +20.0% | 0.33% | +21.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,304,000 | +3.1% | 12,182 | +0.8% | 0.33% | +1.2% |
| POL | Sell | POLYONE CORP | $1,294,000 | -19.6% | 32,963 | -23.3% | 0.32% | -21.2% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $1,271,000 | +45.3% | 22,752 | +46.3% | 0.32% | +42.2% |
| PFF | Buy | ISHARESu.s. pfd stk etf | $1,257,000 | -1.2% | 32,096 | +1.2% | 0.31% | -3.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,209,000 | +2.4% | 7,432 | +1.0% | 0.30% | +0.3% |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $1,125,000 | -4.5% | 14,755 | -2.1% | 0.28% | -6.3% |
| HMNF | Sell | HMN FINL INC | $1,044,000 | -4.7% | 88,534 | -2.2% | 0.26% | -6.5% |
| BA | Buy | BOEING CO | $1,039,000 | -3.1% | 7,490 | +4.8% | 0.26% | -5.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $937,000 | +1.2% | 9,610 | +4.4% | 0.23% | -0.8% |
| BAC | Sell | BANK AMER CORP | $928,000 | +0.3% | 54,501 | -9.3% | 0.23% | -1.7% |
| MLPI | Sell | UBS AG JERSEY BRHalerian infrst | $892,000 | -15.1% | 25,418 | -8.2% | 0.22% | -16.8% |
| CVX | Buy | CHEVRON CORP NEW | $871,000 | -7.2% | 9,031 | +0.9% | 0.22% | -9.2% |
| KO | Buy | COCA COLA CO | $852,000 | +1.2% | 21,542 | +4.6% | 0.21% | -0.9% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $848,000 | +6.1% | 27,097 | +2.2% | 0.21% | +3.9% |
| VOO | Buy | VANGUARD INDEX FDS | $844,000 | +1.6% | 4,470 | +1.8% | 0.21% | -0.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $832,000 | +1.0% | 7,055 | +1.1% | 0.21% | -1.0% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $819,000 | -5.9% | 4 | 0.0% | 0.20% | -8.1% | |
| PG | Buy | PROCTER & GAMBLE CO | $788,000 | -0.9% | 10,066 | +3.8% | 0.20% | -3.0% |
| LNT | Buy | ALLIANT ENERGY CORP | $772,000 | 0.0% | 13,382 | +9.2% | 0.19% | -2.0% |
| NOBL | PROSHARES TRs&p 500 dv arist | $743,000 | -2.0% | 15,030 | 0.0% | 0.18% | -4.1% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $733,000 | -1.5% | 8,682 | -1.2% | 0.18% | -3.7% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $711,000 | +117.4% | 6,593 | +120.3% | 0.18% | +114.5% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $700,000 | +78.1% | 16,963 | +56.5% | 0.18% | +75.0% |
| MGA | MAGNA INTL INC | $688,000 | +4.6% | 12,268 | 0.0% | 0.17% | +2.4% | |
| ILMN | ILLUMINA INC | $681,000 | +17.6% | 3,117 | 0.0% | 0.17% | +14.9% | |
| INTC | Sell | INTEL CORP | $645,000 | -5.1% | 21,220 | -2.4% | 0.16% | -6.9% |
| GNR | Buy | SPDR INDEX SHS FDSglb nat resrce | $644,000 | +2.2% | 15,020 | +2.3% | 0.16% | 0.0% |
| MPC | Buy | MARATHON PETE CORP | $643,000 | +2.2% | 12,294 | +100.0% | 0.16% | +0.6% |
| UVSP | Sell | UNIVEST CORP PA | $644,000 | -30.7% | 31,312 | -33.3% | 0.16% | -32.1% |
| MCD | Buy | MCDONALDS CORP | $644,000 | +1.6% | 6,769 | +4.1% | 0.16% | -0.6% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $636,000 | +3.8% | 9,563 | +0.6% | 0.16% | +1.9% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $627,000 | -16.6% | 40,313 | -11.2% | 0.16% | -18.2% |
| MRK | Buy | MERCK & CO INC NEW | $619,000 | +1.6% | 10,782 | +2.5% | 0.16% | 0.0% |
| SBUX | Buy | STARBUCKS CORP | $608,000 | +13.9% | 11,348 | +101.3% | 0.15% | +11.8% |
| ABBV | Buy | ABBVIE INC | $610,000 | +16.0% | 9,082 | +1.1% | 0.15% | +13.4% |
| BP | Buy | BP PLCsponsored adr | $609,000 | +2.4% | 15,247 | +0.3% | 0.15% | 0.0% |
| KRFT | Buy | KRAFT FOODS GROUP INC | $596,000 | +47.2% | 7,006 | +50.8% | 0.15% | +44.7% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $578,000 | +3.2% | 14,471 | +3.7% | 0.14% | +0.7% |
| HON | Buy | HONEYWELL INTL INC | $556,000 | +54.4% | 5,455 | +57.9% | 0.14% | +51.1% |
| FAST | Buy | FASTENAL CO | $549,000 | +2.0% | 13,013 | +0.2% | 0.14% | 0.0% |
| LLY | Buy | LILLY ELI & CO | $534,000 | +15.6% | 6,392 | +0.4% | 0.13% | +12.7% |
| LOW | Buy | LOWES COS INC | $530,000 | -9.6% | 7,921 | +0.6% | 0.13% | -11.4% |
| DIS | Buy | DISNEY WALT CO | $514,000 | +12.7% | 4,506 | +3.6% | 0.13% | +10.3% |
| GLD | Sell | SPDR GOLD TRUST | $506,000 | -34.0% | 4,502 | -33.3% | 0.13% | -35.7% |
| PEP | Buy | PEPSICO INC | $487,000 | 0.0% | 5,217 | +2.4% | 0.12% | -1.6% |
| KMB | Sell | KIMBERLY CLARK CORP | $486,000 | -3.0% | 4,548 | -1.9% | 0.12% | -5.5% |
| VYM | VANGUARD WHITEHALL FDS INChigh div yld | $477,000 | -0.6% | 7,028 | 0.0% | 0.12% | -2.5% | |
| KMI | Sell | KINDER MORGAN INC DEL | $475,000 | -10.2% | 12,375 | -1.6% | 0.12% | -11.9% |
| IVE | ISHARES TRs&p 500 val etf | $478,000 | -0.4% | 5,187 | 0.0% | 0.12% | -2.5% | |
| UFCS | UNITED FIRE GROUP INC | $475,000 | +3.0% | 14,500 | 0.0% | 0.12% | +0.8% | |
| IAU | Sell | ISHARES GOLD TRUSTishares | $445,000 | -3.7% | 39,278 | -2.6% | 0.11% | -5.9% |
| ABT | Buy | ABBOTT LABS | $438,000 | +7.6% | 8,929 | +1.7% | 0.11% | +4.8% |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $424,000 | +1.9% | 3,156 | 0.0% | 0.11% | 0.0% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $414,000 | -1.7% | 3,318 | 0.0% | 0.10% | -3.7% | |
| HRB | Buy | BLOCK H & R INC | $410,000 | -5.5% | 13,736 | +2.2% | 0.10% | -8.1% |
| DEO | DIAGEO P L Cspon adr new | $398,000 | +3.9% | 3,427 | 0.0% | 0.10% | +1.0% | |
| CMI | Buy | CUMMINS INC | $393,000 | +0.5% | 2,996 | +6.2% | 0.10% | -2.0% |
| SLB | Buy | SCHLUMBERGER LTD | $392,000 | +3.2% | 4,532 | +0.0% | 0.10% | +1.0% |
| WMT | Buy | WAL-MART STORES INC | $381,000 | -8.0% | 5,365 | +7.2% | 0.10% | -10.4% |
| DLN | WISDOMTREE TRlargecap divid | $377,000 | -1.0% | 5,195 | 0.0% | 0.09% | -3.1% | |
| VPV | Buy | INVESCO PA VALUE MUN INCOME | $359,000 | +2.6% | 29,705 | +13.1% | 0.09% | +1.1% |
| PFG | New | PRINCIPAL FINL GROUP INC | $360,000 | – | 7,026 | +100.0% | 0.09% | – |
| TIP | Sell | ISHARES TRtips bd etf | $349,000 | -2.0% | 3,114 | -0.8% | 0.09% | -4.4% |
| MRO | Buy | MARATHON OIL CORP | $341,000 | +5.9% | 12,862 | +4.4% | 0.08% | +3.7% |
| V | New | VISA INC | $322,000 | – | 4,795 | +100.0% | 0.08% | – |
| DD | Buy | DU PONT E I DE NEMOURS & CO | $321,000 | +29.4% | 5,012 | +44.5% | 0.08% | +27.0% |
| CMCSA | New | COMCAST CORP NEWcl a | $321,000 | – | 5,315 | +100.0% | 0.08% | – |
| FB | Sell | FACEBOOK INCcl a | $316,000 | -3.1% | 3,682 | -7.2% | 0.08% | -4.8% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $307,000 | -4.4% | 3,166 | -4.3% | 0.08% | -6.1% |
| HD | Buy | HOME DEPOT INC | $305,000 | +8.2% | 2,748 | +10.9% | 0.08% | +5.6% |
| DE | Buy | DEERE & CO | $281,000 | +14.2% | 2,876 | +3.4% | 0.07% | +11.1% |
| MYJ | BLACKROCK MUNIYIELD N J FD I | $277,000 | -5.8% | 19,247 | 0.0% | 0.07% | -8.0% | |
| UNP | Sell | UNION PAC CORP | $277,000 | -12.9% | 2,900 | -1.1% | 0.07% | -14.8% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $274,000 | +9.6% | 5,230 | +13.2% | 0.07% | +6.2% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $273,000 | 0.0% | 2,912 | +0.4% | 0.07% | -2.9% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $267,000 | -4.3% | 3,640 | 0.0% | 0.07% | -5.6% | |
| GILD | Buy | GILEAD SCIENCES INC | $262,000 | +31.0% | 2,240 | +9.7% | 0.06% | +27.5% |
| CSX | Buy | CSX CORP | $260,000 | -1.1% | 7,959 | +0.2% | 0.06% | -3.0% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $259,000 | -20.1% | 2,803 | -15.5% | 0.06% | -21.7% |
| AMGN | Buy | AMGEN INC | $255,000 | +9.0% | 1,664 | +13.7% | 0.06% | +6.7% |
| MAR | MARRIOTT INTL INC NEWcl a | $257,000 | -7.6% | 3,458 | 0.0% | 0.06% | -9.9% | |
| PRU | Buy | PRUDENTIAL FINL INC | $254,000 | +22.1% | 2,905 | +11.9% | 0.06% | +18.9% |
| COP | Buy | CONOCOPHILLIPS | $251,000 | +6.4% | 4,082 | +7.8% | 0.06% | +5.0% |
| SO | Buy | SOUTHERN CO | $253,000 | +22.2% | 6,038 | +29.3% | 0.06% | +18.9% |
| SE | Buy | SPECTRA ENERGY CORP | $245,000 | +10.4% | 7,503 | +22.4% | 0.06% | +7.0% |
| PHG | Buy | KONINKLIJKE PHILIPS N Vny reg sh new | $245,000 | -7.2% | 9,636 | +3.3% | 0.06% | -9.0% |
| DVY | Sell | ISHARES TRselect divid etf | $243,000 | -20.8% | 3,236 | -17.9% | 0.06% | -21.8% |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $241,000 | +11.1% | 2,708 | +8.1% | 0.06% | +9.1% |
| CVS | Buy | CVS HEALTH CORP | $237,000 | +3.9% | 2,260 | +2.3% | 0.06% | +1.7% |
| IWV | ISHARES TRrussell 3000 etf | $236,000 | 0.0% | 1,903 | 0.0% | 0.06% | -1.7% | |
| CNI | CANADIAN NATL RY CO | $235,000 | -13.3% | 4,059 | 0.0% | 0.06% | -14.5% | |
| ICF | ISHARES TRcohen&steer reit | $234,000 | -11.7% | 2,616 | 0.0% | 0.06% | -14.7% | |
| COL | Buy | ROCKWELL COLLINS INC | $231,000 | -4.5% | 2,507 | +0.1% | 0.06% | -6.5% |
| EMR | Buy | EMERSON ELEC CO | $229,000 | +3.6% | 4,126 | +5.9% | 0.06% | +1.8% |
| F | Buy | FORD MTR CO DEL | $228,000 | +31.0% | 15,189 | +40.8% | 0.06% | +29.5% |
| UL | UNILEVER PLCspon adr new | $225,000 | +3.2% | 5,232 | 0.0% | 0.06% | 0.0% | |
| C | New | CITIGROUP INC | $219,000 | – | 3,972 | +100.0% | 0.06% | – |
| QCOM | Buy | QUALCOMM INC | $217,000 | -5.7% | 3,457 | +4.4% | 0.05% | -8.5% |
| VO | VANGUARD INDEX FDSmid cap etf | $210,000 | -3.7% | 1,646 | 0.0% | 0.05% | -7.1% | |
| BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $210,000 | – | 2,589 | +100.0% | 0.05% | – |
| VB | VANGUARD INDEX FDSsmall cp etf | $209,000 | -0.9% | 1,719 | 0.0% | 0.05% | -3.7% | |
| ADM | New | ARCHER DANIELS MIDLAND CO | $203,000 | – | 4,214 | +100.0% | 0.05% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $206,000 | – | 1,752 | +100.0% | 0.05% | – |
| OXY | New | OCCIDENTAL PETE CORP DEL | $204,000 | – | 2,596 | +100.0% | 0.05% | – |
| GIS | New | GENERAL MLS INC | $202,000 | – | 3,618 | +100.0% | 0.05% | – |
| BK | Sell | BANK NEW YORK MELLON CORP | $202,000 | -28.9% | 4,812 | -31.9% | 0.05% | -30.6% |
| RF | New | REGIONS FINL CORP NEW | $185,000 | – | 17,879 | +100.0% | 0.05% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $163,000 | – | 14,406 | +100.0% | 0.04% | – |
| SLV | ISHARES SILVER TRUSTishares | $154,000 | -5.5% | 10,258 | 0.0% | 0.04% | -9.5% | |
| SIRI | SIRIUS XM HLDGS INC | $124,000 | -2.4% | 33,145 | 0.0% | 0.03% | -3.1% | |
| SAND | Exit | SANDSTORM GOLD LTD | $0 | – | -10,890 | -100.0% | -0.01% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -4,672 | -100.0% | -0.05% | – |
| HYG | Exit | ISHARESiboxx hi yd etf | $0 | – | -2,444 | -100.0% | -0.06% | – |
| IDXX | Exit | IDEXX LABS INC | $0 | – | -1,500 | -100.0% | -0.06% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -2,329 | -100.0% | -0.06% | – |
| VTWV | Exit | VANGUARD SCOTTSDALE FDSvng rus2000val | $0 | – | -3,640 | -100.0% | -0.08% | – |
| HTA | Exit | HEALTHCARE TR AMER INCcl a new | $0 | – | -21,500 | -100.0% | -0.15% | – |
| BFB | Exit | BROWN FORMAN CORPcl b | $0 | – | -7,247 | -100.0% | -0.17% | – |
| VONV | Exit | VANGUARD SCOTTSDALE FDSvng rus1000val | $0 | – | -7,275 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-06-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 39 | Q3 2023 | 16.0% |
| ISHARES TR | 39 | Q3 2023 | 14.2% |
| ISHARES TR | 39 | Q3 2023 | 9.6% |
| VANGUARD INDEX FDS | 39 | Q3 2023 | 11.8% |
| ISHARES TR | 39 | Q3 2023 | 9.5% |
| VANGUARD INDEX FDS | 39 | Q3 2023 | 7.8% |
| VANGUARD INTL EQUITY INDEX F | 39 | Q3 2023 | 5.3% |
| VANGUARD INDEX FDS | 39 | Q3 2023 | 8.4% |
| VANGUARD TAX-MANAGED INTL FD | 39 | Q3 2023 | 4.4% |
| SPDR S&P 500 ETF TR | 39 | Q3 2023 | 4.7% |
View CHOREO, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-08 |
View CHOREO, 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.