Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
S&P GLOBAL INC COM | 22 | Q2 2022 | 4.2% |
APPLE INC COM | 22 | Q2 2022 | 4.3% |
MICROSOFT CORP COM | 22 | Q2 2022 | 3.2% |
SPDR GOLD SHARES | 22 | Q2 2022 | 2.6% |
VANGUARD S&P 500 ETF | 22 | Q2 2022 | 5.8% |
SPDR S&P 500 ETF | 22 | Q2 2022 | 3.5% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 22 | Q2 2022 | 1.9% |
AMAZON COM INC COM | 22 | Q2 2022 | 2.3% |
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 22 | Q2 2022 | 2.7% |
AUTOMATIC DATA PROCESSING INC COM | 22 | Q2 2022 | 1.5% |
View Fieldpoint Private Securities, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-08-05 |
13F-HR | 2022-04-07 |
13F-HR | 2022-01-24 |
13F-HR | 2021-11-12 |
13F-HR | 2021-08-12 |
13F-HR | 2021-04-23 |
13F-HR | 2021-01-28 |
13F-HR | 2020-10-23 |
13F-HR | 2020-08-14 |
13F-HR | 2020-05-11 |
View Fieldpoint Private Securities, 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.