Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2023 |
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.