$30.9 Million is the total value of SL ADVISORS, LLC's 49 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RTX | New | RAYTHEON TECHNOLOGIES CO | $476,000 | – | 6,655 | +100.0% | 1.54% | – |
ESGU | New | ISHARES ESG AWARE MSCI USA ETFesg awr msci usa | $268,000 | – | 3,115 | +100.0% | 0.87% | – |
SUSA | New | ISHARES MSCI USA ESG SELECT ETFmsci usa esg slc | $265,000 | – | 3,224 | +100.0% | 0.86% | – |
ETRN | New | EQUITRANS MIDSTREAM CORP | $100,000 | – | 12,446 | +100.0% | 0.32% | – |
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 |
---|---|---|---|
ETE | 30 | Q3 2023 | 11.7% |
WMB | 30 | Q3 2023 | 9.4% |
ENB.TO | 30 | Q3 2023 | 5.9% |
EPD | 30 | Q3 2023 | 5.9% |
ONEOK INC NEW | 30 | Q3 2023 | 5.3% |
KMI | 30 | Q3 2023 | 8.5% |
TRGP | 30 | Q3 2023 | 7.7% |
ENLINK MIDSTREAM L L LP | 30 | Q3 2023 | 8.7% |
BRKB | 30 | Q3 2023 | 4.9% |
RSG | 30 | Q3 2023 | 2.5% |
View SL ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-09 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-21 |
13F-HR | 2023-04-19 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-28 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-28 |
13F-HR | 2021-10-13 |
View SL 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.