| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 10 | Q1 2023 | 39.9% |
| ISHARES TR | 10 | Q1 2023 | 16.0% |
| ISHARES TR | 10 | Q1 2023 | 9.5% |
| APPLE INC | 10 | Q1 2023 | 4.8% |
| ISHARES S&P GSCI COMMODITY- | 10 | Q1 2023 | 8.2% |
| ISHARES INC | 10 | Q1 2023 | 4.0% |
| ISHARES TR | 10 | Q1 2023 | 3.4% |
| VANECK VECTORS ETF TR | 10 | Q1 2023 | 1.9% |
| ISHARES TR | 10 | Q1 2023 | 1.5% |
| ISHARES TR | 10 | Q1 2023 | 1.3% |
View TPB WEALTH ADVISORS's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-05-23 |
| 13F-HR | 2023-02-08 |
| 13F-HR/A | 2022-11-18 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-04-19 |
View TPB WEALTH ADVISORS'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.