$194 Million is the total value of KCS Wealth Advisory's 149 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 6.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $21,406,000 | +441.9% | 175,238 | +488.6% | 11.05% | +323.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $7,641,000 | +15.2% | 19,207 | +8.7% | 3.94% | -9.9% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $5,468,000 | +4.0% | 50,224 | +10.7% | 2.82% | -18.7% |
| AMAT | Sell | APPLIED MATLS INC | $3,609,000 | +54.4% | 27,012 | -0.3% | 1.86% | +20.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $3,507,000 | +8.2% | 64,821 | +4.8% | 1.81% | -15.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,505,000 | +17.6% | 13,719 | +6.7% | 1.81% | -8.1% |
| MS | Buy | MORGAN STANLEY | $3,357,000 | +15.0% | 43,230 | +1.5% | 1.73% | -10.1% |
| MSFT | Buy | MICROSOFT CORP | $3,230,000 | +35.5% | 13,698 | +27.8% | 1.67% | +5.9% |
| IEUR | Buy | ISHARES TRcore msci euro | $3,217,000 | +9.5% | 59,599 | +4.0% | 1.66% | -14.4% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $3,132,000 | +5.1% | 26,477 | -3.2% | 1.62% | -17.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,006,000 | +23.9% | 1,453 | +4.9% | 1.55% | -3.1% |
| MELI | Buy | MERCADOLIBRE INC | $2,990,000 | -9.5% | 2,031 | +3.0% | 1.54% | -29.2% |
| FB | Buy | FACEBOOK INCcl a | $2,925,000 | +14.0% | 9,930 | +5.7% | 1.51% | -10.9% |
| BK | Buy | BANK NEW YORK MELLON CORP | $2,694,000 | +16.7% | 56,958 | +4.7% | 1.39% | -8.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $2,601,000 | +289.4% | 36,102 | +273.3% | 1.34% | +204.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,440,000 | +28.2% | 16,027 | +7.0% | 1.26% | +0.2% |
| QLTA | Buy | ISHARES TRa rate cp bd etf | $2,429,000 | +32.4% | 43,818 | +39.7% | 1.25% | +3.5% |
| FDX | Buy | FEDEX CORP | $2,398,000 | +12.2% | 8,444 | +2.6% | 1.24% | -12.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $2,145,000 | +11.3% | 33,323 | +7.2% | 1.11% | -13.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,109,000 | +265.5% | 36,265 | +269.3% | 1.09% | +185.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,107,000 | +12.8% | 5,663 | +6.3% | 1.09% | -11.8% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $2,092,000 | +24.6% | 10,389 | -1.6% | 1.08% | -2.6% |
| NWS | Sell | NEWS CORP NEWcl b | $1,999,000 | +30.4% | 85,225 | -1.2% | 1.03% | +2.0% |
| V | Buy | VISA INC | $1,987,000 | +6.5% | 9,383 | +10.0% | 1.03% | -16.7% |
| TFLO | Buy | ISHARES TRtrs flt rt bd | $1,976,000 | +282.9% | 39,293 | +282.6% | 1.02% | +199.1% |
| AVB | Buy | AVALONBAY CMNTYS INC | $1,914,000 | +18.3% | 10,373 | +2.9% | 0.99% | -7.5% |
| MHO | Sell | M/I HOMES INC | $1,914,000 | +32.0% | 32,404 | -1.0% | 0.99% | +3.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,902,000 | -0.7% | 5,395 | +6.1% | 0.98% | -22.4% |
| KR | Buy | KROGER CO | $1,792,000 | +31.4% | 49,800 | +16.0% | 0.92% | +2.7% |
| PHG | Buy | KONINKLIJKE PHILIPS N Vny reg sh new | $1,775,000 | +13.3% | 31,117 | +7.6% | 0.92% | -11.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,754,000 | +4.2% | 12,948 | +7.0% | 0.90% | -18.6% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $1,723,000 | +11.7% | 14,144 | +7.2% | 0.89% | -12.8% |
| IGIB | Buy | ISHARES TR | $1,708,000 | +5.9% | 28,842 | +10.5% | 0.88% | -17.2% |
| FLBL | Buy | FRANKLIN TEMPLETON ETF TRliberty sr ln | $1,687,000 | +18.8% | 67,931 | +18.7% | 0.87% | -7.1% |
| IGEB | Buy | ISHARES TRinvestment grade | $1,667,000 | +35.4% | 31,582 | +42.0% | 0.86% | +5.9% |
| EIX | Buy | EDISON INTL | $1,579,000 | +17.0% | 26,949 | +25.4% | 0.82% | -8.5% |
| HON | Buy | HONEYWELL INTL INC | $1,565,000 | +7.6% | 7,210 | +5.5% | 0.81% | -15.8% |
| KLAC | Sell | KLA CORP | $1,523,000 | +26.4% | 4,609 | -0.9% | 0.79% | -1.3% |
| MGA | Sell | MAGNA INTL INC | $1,522,000 | +13.8% | 17,284 | -8.5% | 0.79% | -11.0% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $1,515,000 | +18.6% | 10,231 | +5.7% | 0.78% | -7.2% |
| NYCBPRU | Buy | NEW YORK CMNTY CAP TR Vunit 11/01/2051 | $1,492,000 | +21.9% | 29,837 | +11.8% | 0.77% | -4.7% |
| JPHY | Buy | J P MORGAN EXCHANGE-TRADED Fhigh yld resrch | $1,489,000 | +15.0% | 28,893 | +15.8% | 0.77% | -10.1% |
| NVO | Buy | NOVO-NORDISK A Sadr | $1,432,000 | +147.8% | 21,239 | +156.7% | 0.74% | +93.5% |
| SU | Buy | SUNCOR ENERGY INC NEW | $1,413,000 | +168.1% | 67,624 | +115.5% | 0.73% | +109.5% |
| DEO | Buy | DIAGEO PLCspon adr new | $1,394,000 | +9.5% | 8,488 | +5.9% | 0.72% | -14.4% |
| JD | Buy | JD.COM INCspon adr cl a | $1,387,000 | -2.3% | 16,449 | +1.9% | 0.72% | -23.6% |
| ICVT | Buy | ISHARES TRconv bd etf | $1,385,000 | +2.7% | 14,105 | +1.1% | 0.72% | -19.7% |
| MCK | Buy | MCKESSON CORP | $1,344,000 | +28.4% | 6,891 | +14.5% | 0.69% | +0.4% |
| FLJP | Buy | FRANKLIN TEMPLETON ETF TRftse japan etf | $1,336,000 | +3.7% | 43,940 | +1.6% | 0.69% | -18.8% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,273,000 | +1.8% | 16,293 | +6.7% | 0.66% | -20.5% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,259,000 | +25.9% | 3,851 | +1.5% | 0.65% | -1.5% |
| TPH | Buy | TRI POINTE HOMES INC | $1,250,000 | +19.4% | 61,385 | +1.1% | 0.64% | -6.7% |
| AER | Buy | AERCAP HOLDINGS NV | $1,243,000 | +38.7% | 21,160 | +7.6% | 0.64% | +8.4% |
| BDX | Buy | BECTON DICKINSON & CO | $1,212,000 | +51.7% | 4,983 | +56.1% | 0.63% | +18.6% |
| CSCO | Buy | CISCO SYS INC | $1,205,000 | +25.9% | 23,307 | +8.9% | 0.62% | -1.6% |
| OC | Sell | OWENS CORNING NEW | $1,203,000 | -26.8% | 13,065 | -39.8% | 0.62% | -42.8% |
| IP | Buy | INTERNATIONAL PAPER CO | $1,197,000 | +12.3% | 22,133 | +3.2% | 0.62% | -12.2% |
| GM | Buy | GENERAL MTRS CO | $1,193,000 | +92.7% | 20,762 | +39.6% | 0.62% | +50.6% |
| GIM | Sell | TEMPLETON GLOBAL INCOME FD | $1,160,000 | -5.4% | 218,440 | -2.0% | 0.60% | -26.0% |
| PCAR | Buy | PACCAR INC | $1,155,000 | +13.5% | 12,427 | +5.3% | 0.60% | -11.3% |
| RXI | Buy | ISHARES TRglb cns disc etf | $1,150,000 | +7.7% | 7,054 | +2.7% | 0.59% | -15.7% |
| TRP | Buy | TC ENERGY CORP | $1,143,000 | +23.8% | 24,974 | +10.2% | 0.59% | -3.1% |
| SLG | New | SL GREEN RLTY CORP | $1,124,000 | – | 16,056 | +100.0% | 0.58% | – |
| INFY | Sell | INFOSYS LTDsponsored adr | $1,092,000 | -9.1% | 58,336 | -17.7% | 0.56% | -28.9% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $1,088,000 | +4.6% | 17,263 | -0.0% | 0.56% | -18.2% |
| ANTM | Buy | ANTHEM INC | $1,075,000 | +21.7% | 2,996 | +9.0% | 0.56% | -4.8% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,074,000 | +18.9% | 17,008 | +16.8% | 0.55% | -7.0% |
| IGSB | ISHARES TR | $1,060,000 | -0.9% | 19,393 | 0.0% | 0.55% | -22.6% | |
| FQAL | Buy | FIDELITY COVINGTON TRUSTqlty fctor etf | $1,044,000 | +10.7% | 23,012 | +5.0% | 0.54% | -13.5% |
| BIDU | Sell | BAIDU INCspon adr rep a | $1,044,000 | -14.4% | 4,798 | -14.9% | 0.54% | -33.0% |
| PSK | Buy | SPDR SER TRwells fg pfd etf | $1,035,000 | +6.0% | 23,830 | +8.4% | 0.53% | -17.1% |
| IMO | Buy | IMPERIAL OIL LTD | $1,027,000 | +35.1% | 42,483 | +6.4% | 0.53% | +5.6% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $1,002,000 | -4.4% | 18,572 | -0.7% | 0.52% | -25.3% |
| DIS | Buy | DISNEY WALT CO | $987,000 | +13.6% | 5,349 | +11.5% | 0.51% | -11.1% |
| MRK | Buy | MERCK & CO. INC | $982,000 | +0.7% | 12,744 | +6.9% | 0.51% | -21.3% |
| AON | Buy | AON PLC | $912,000 | +9.6% | 3,964 | +0.7% | 0.47% | -14.2% |
| SAP | Buy | SAP SEspon adr | $910,000 | +11.1% | 7,412 | +18.0% | 0.47% | -13.1% |
| C | Buy | CITIGROUP INC | $900,000 | +18.7% | 12,367 | +0.7% | 0.46% | -7.0% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $835,000 | +2.1% | 23,392 | +5.2% | 0.43% | -20.2% |
| ERJ | Buy | EMBRAER S.A.sponsored ads | $813,000 | +52.2% | 81,263 | +3.7% | 0.42% | +19.0% |
| AIV | Buy | APARTMENT INVT & MGMT COcl a | $716,000 | +234.6% | 116,639 | +188.2% | 0.37% | +162.4% |
| IBN | Buy | ICICI BANK LIMITEDadr | $714,000 | +8.8% | 44,540 | +0.9% | 0.37% | -14.8% |
| PKG | Buy | PACKAGING CORP AMER | $694,000 | +11.6% | 5,159 | +14.3% | 0.36% | -12.9% |
| UNP | Sell | UNION PAC CORP | $689,000 | -43.7% | 3,124 | -46.8% | 0.36% | -55.9% |
| BBD | Buy | BANCO BRADESCO S Asp adr pfd new | $676,000 | +5.5% | 143,926 | +18.2% | 0.35% | -17.5% |
| VNO | Sell | VORNADO RLTY TRsh ben int | $666,000 | +7.6% | 14,683 | -11.4% | 0.34% | -15.9% |
| JPEM | Buy | J P MORGAN EXCHANGE-TRADED Fdiv rtn em eqt | $660,000 | +12.4% | 11,659 | +8.9% | 0.34% | -12.1% |
| WLTW | New | WILLIS TOWERS WATSON PLC LTD | $641,000 | – | 2,799 | +100.0% | 0.33% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $639,000 | +23.6% | 310 | +5.1% | 0.33% | -3.2% |
| HD | Sell | HOME DEPOT INC | $640,000 | +13.3% | 2,097 | -1.5% | 0.33% | -11.5% |
| AXP | Sell | AMERICAN EXPRESS CO | $630,000 | -8.0% | 4,456 | -21.3% | 0.32% | -28.1% |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $595,000 | +58.2% | 18,637 | +59.1% | 0.31% | +23.8% |
| IXN | Sell | ISHARES TRglobal tech etf | $594,000 | -0.2% | 1,929 | -2.8% | 0.31% | -21.9% |
| BAC | Sell | BK OF AMERICA CORP | $582,000 | -27.0% | 15,031 | -42.8% | 0.30% | -43.0% |
| TAIL | Buy | CAMBRIA ETF TRtail risk | $561,000 | +10.9% | 29,918 | +21.7% | 0.29% | -13.2% |
| LEA | Sell | LEAR CORP | $540,000 | +8.4% | 2,980 | -4.8% | 0.28% | -15.2% |
| TCOM | Buy | TRIP COM GROUP LTDads | $539,000 | +20.9% | 13,598 | +2.8% | 0.28% | -5.4% |
| CSX | Sell | CSX CORP | $539,000 | -15.1% | 5,594 | -20.0% | 0.28% | -33.7% |
| FISV | FISERV INC | $521,000 | +4.4% | 4,380 | 0.0% | 0.27% | -18.2% | |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $520,000 | +43.6% | 3,836 | +67.1% | 0.27% | +12.1% |
| SSL | Sell | SASOL LTDsponsored adr | $508,000 | +54.9% | 35,028 | -5.5% | 0.26% | +20.7% |
| CWB | Sell | SPDR SER TRblmbrg brc cnvrt | $495,000 | -2.9% | 5,934 | -3.7% | 0.26% | -24.0% |
| RE | Sell | EVEREST RE GROUP LTD | $490,000 | -40.8% | 1,978 | -44.1% | 0.25% | -53.7% |
| NVDA | Buy | NVIDIA CORPORATION | $485,000 | +10.5% | 909 | +8.1% | 0.25% | -13.8% |
| WPP | Sell | WPP PLC NEWadr | $480,000 | +15.9% | 7,514 | -1.8% | 0.25% | -9.2% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $473,000 | +7.5% | 6,092 | +4.1% | 0.24% | -16.2% |
| PFE | Sell | PFIZER INC | $445,000 | -2.0% | 12,283 | -0.4% | 0.23% | -23.3% |
| AMGN | Buy | AMGEN INC | $439,000 | +36.3% | 1,765 | +26.2% | 0.23% | +6.6% |
| SPY | SPDR S&P 500 ETF TRtr unit | $425,000 | +6.0% | 1,073 | 0.0% | 0.22% | -17.4% | |
| EXI | Buy | ISHARES TRglob indstrl etf | $409,000 | +11.4% | 3,528 | +2.5% | 0.21% | -12.8% |
| FLKR | Buy | FRANKLIN TEMPLETON ETF TRftse south korea | $409,000 | +6.5% | 12,851 | +2.5% | 0.21% | -16.9% |
| ADNT | Buy | ADIENT PLC | $399,000 | +33.4% | 9,026 | +4.9% | 0.21% | +4.6% |
| IXC | Buy | ISHARES TRglobal energ etf | $399,000 | +27.5% | 16,173 | +4.8% | 0.21% | -0.5% |
| LEMB | Sell | ISHARES INCjp morgan em etf | $396,000 | -10.6% | 9,290 | -5.1% | 0.20% | -30.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $390,000 | +4.6% | 2,376 | +0.3% | 0.20% | -18.3% |
| T | Buy | AT&T INC | $387,000 | +6.6% | 12,795 | +1.4% | 0.20% | -16.7% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $378,000 | +42.6% | 6,138 | +42.9% | 0.20% | +11.4% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $366,000 | -4.4% | 769 | +0.4% | 0.19% | -25.3% |
| SONY | Buy | SONY CORPsponsored adr | $361,000 | +12.5% | 3,405 | +7.1% | 0.19% | -12.3% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $359,000 | +7.2% | 16,232 | +8.0% | 0.18% | -16.3% |
| BAB | Buy | INVESCO EXCH TRADED FD TR IItaxable mun bd | $359,000 | +18.9% | 11,202 | +24.4% | 0.18% | -7.0% |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INC | $329,000 | -13.2% | 1,143 | -3.8% | 0.17% | -32.0% |
| MBB | Buy | ISHARES TRmbs etf | $316,000 | +19.2% | 2,918 | +21.3% | 0.16% | -6.9% |
| CVS | Buy | CVS HEALTH CORP | $312,000 | +27.9% | 4,153 | +16.1% | 0.16% | 0.0% |
| AMZN | Buy | AMAZON COM INC | $297,000 | +30.3% | 96 | +37.1% | 0.15% | +1.3% |
| FLAX | Buy | FRANKLIN TEMPLETON ETF TRfranklin asia | $295,000 | +11.3% | 10,221 | +6.6% | 0.15% | -13.1% |
| LOW | New | LOWES COS INC | $289,000 | – | 1,517 | +100.0% | 0.15% | – |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $278,000 | -44.7% | 5,765 | -43.5% | 0.14% | -56.6% |
| MDT | Buy | MEDTRONIC PLC | $268,000 | +20.7% | 2,265 | +19.5% | 0.14% | -6.1% |
| SYY | Buy | SYSCO CORP | $268,000 | +7.6% | 3,401 | +1.6% | 0.14% | -15.9% |
| SBUX | New | STARBUCKS CORP | $258,000 | – | 2,365 | +100.0% | 0.13% | – |
| HUM | HUMANA INC | $254,000 | +2.0% | 606 | 0.0% | 0.13% | -20.1% | |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $250,000 | +6.4% | 1,028 | +5.7% | 0.13% | -16.8% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $244,000 | +8.4% | 4,965 | +4.2% | 0.13% | -15.4% |
| AL | Sell | AIR LEASE CORPcl a | $242,000 | +8.0% | 4,931 | -2.3% | 0.12% | -15.5% |
| PEP | Buy | PEPSICO INC | $241,000 | +14.2% | 1,703 | +19.9% | 0.12% | -10.8% |
| BCS | Sell | BARCLAYS PLCadr | $241,000 | +23.6% | 23,520 | -3.7% | 0.12% | -3.9% |
| FM | Sell | ISHARES INCmsci frontier | $239,000 | -9.1% | 8,116 | -12.6% | 0.12% | -29.3% |
| GE | Sell | GENERAL ELECTRIC CO | $235,000 | +20.5% | 17,864 | -0.9% | 0.12% | -6.2% |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $227,000 | – | 2,757 | +100.0% | 0.12% | – |
| ILF | Buy | ISHARES TRlatn amer 40 etf | $214,000 | -2.7% | 7,743 | +3.2% | 0.11% | -24.1% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $204,000 | -8.9% | 1,825 | +8.4% | 0.10% | -29.1% |
| DHR | Sell | DANAHER CORPORATION | $202,000 | -4.7% | 898 | -6.1% | 0.10% | -25.7% |
| NEE | Sell | NEXTERA ENERGY INC | $201,000 | -26.9% | 2,654 | -25.7% | 0.10% | -42.9% |
| ING | Buy | ING GROEP N.V.sponsored adr | $188,000 | +43.5% | 15,339 | +10.7% | 0.10% | +12.8% |
| UBS | New | UBS GROUP AG | $183,000 | – | 11,776 | +100.0% | 0.09% | – |
| LYG | Sell | LLOYDS BANKING GROUP PLCsponsored adr | $177,000 | -76.4% | 76,248 | -80.1% | 0.09% | -81.7% |
| ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $129,000 | -36.1% | 25,976 | -21.8% | 0.07% | -49.6% |
| ATNX | ATHENEX INC | $89,000 | -61.0% | 20,582 | 0.0% | 0.05% | -69.5% | |
| JOBS | Exit | 51JOB INCsponsored ads | $0 | – | -3,237 | -100.0% | -0.15% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,815 | -100.0% | -0.16% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -5,699 | -100.0% | -0.28% | – |
| BBCA | Exit | J P MORGAN EXCHANGE-TRADED Fbetabuldrs cda | $0 | – | -33,694 | -100.0% | -0.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 24 | Q3 2023 | 12.4% |
| ISHARES TR | 24 | Q3 2023 | 4.8% |
| ISHARES TR | 24 | Q3 2023 | 3.8% |
| ISHARES TR | 24 | Q3 2023 | 2.8% |
| BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 2.5% |
| ALPHABET INC | 24 | Q3 2023 | 1.9% |
| MORGAN STANLEY | 24 | Q3 2023 | 1.9% |
| COMCAST CORP NEW | 24 | Q3 2023 | 2.1% |
| MERCADOLIBRE INC | 24 | Q3 2023 | 2.2% |
| APPLIED MATLS INC | 24 | Q3 2023 | 1.9% |
View KCS Wealth Advisory's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-10-20 |
| 13F-HR | 2021-07-27 |
View KCS Wealth Advisory'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.