| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 21 | Q4 2016 | 17.1% |
| SPDR S&P 500 ETF TR | 21 | Q4 2016 | 14.3% |
| JPMORGAN CHASE & CO | 21 | Q4 2016 | 10.7% |
| KAYNE ANDERSON MLP INVT CO | 21 | Q4 2016 | 10.2% |
| APPLE INC | 21 | Q4 2016 | 6.2% |
| FIRST TR MORNINGSTAR DIV LEA | 21 | Q4 2016 | 12.7% |
| 3M CO | 21 | Q4 2016 | 3.2% |
| WELLS FARGO & CO NEW | 21 | Q4 2016 | 2.0% |
| EXXON MOBIL CORP | 21 | Q4 2016 | 1.3% |
| LENNOX INTL INC | 21 | Q4 2016 | 1.1% |
View VECTOR WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-02-07 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2017-01-19 |
| 13F-HR | 2017-01-19 |
View VECTOR WEALTH MANAGEMENT, 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.