$19.6 Million is the total value of Delphi Private Advisors LLC's 100 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -100 | -100.0% | -0.04% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -300 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-17
Signatures
The EDGAR filing(s) were signed by:
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.