$25.1 Million is the total value of Delphi Private Advisors LLC's 77 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FM | New | ISHARES INCmsci frntr100etf | $124,000 | – | 3,532 | +100.0% | 0.49% | – |
VBR | New | VANGUARD INDEX FDSsm cp val etf | $106,000 | – | 820 | +100.0% | 0.42% | – |
EL | New | LAUDER ESTEE COS INCcl a | $52,000 | – | 350 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-02
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 15 | Q2 2019 | 29.0% |
NORFOLK SOUTHERN CORP | 15 | Q2 2019 | 4.5% |
SPDR S&P 500 ETF TR | 15 | Q2 2019 | 2.1% |
SCHWAB STRATEGIC TR | 15 | Q2 2019 | 3.5% |
EXXON MOBIL CORP | 15 | Q2 2019 | 1.3% |
PHILLIPS 66 | 15 | Q2 2019 | 0.8% |
JOHNSON & JOHNSON | 15 | Q2 2019 | 0.6% |
QUALCOMM INC | 15 | Q2 2019 | 0.6% |
UNION PACIFIC CORP | 15 | Q2 2019 | 0.5% |
BERKSHIRE HATHAWAY INC DEL | 15 | Q2 2019 | 0.4% |
View Delphi Private Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-07-17 |
13F-HR | 2019-05-06 |
13F-HR | 2019-01-17 |
13F-HR | 2018-10-31 |
13F-HR | 2018-07-23 |
13F-HR | 2018-05-02 |
13F-HR | 2018-01-31 |
13F-HR | 2017-10-16 |
13F-HR | 2017-07-24 |
13F-HR | 2017-04-25 |
View Delphi Private 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.