| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 27 | Q2 2024 | 5.1% |
| ISHARES TR | 27 | Q2 2024 | 6.3% |
| MICROSOFT CORP | 27 | Q2 2024 | 3.2% |
| SPDR S&P 500 ETF TR | 27 | Q2 2024 | 6.4% |
| BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 2.9% |
| VANGUARD SPECIALIZED FUNDS | 27 | Q2 2024 | 3.5% |
| AMAZON COM INC | 27 | Q2 2024 | 1.8% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 1.4% |
| ISHARES TR | 27 | Q2 2024 | 2.4% |
| VANGUARD WHITEHALL FDS INC | 27 | Q2 2024 | 1.9% |
View Mutual Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| N-PX | 2024-07-30 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-15 |
View Mutual 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.