Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 21 | Q4 2022 | 7.5% |
SPDR SER TR | 21 | Q4 2022 | 9.2% |
ISHARES TR | 21 | Q4 2022 | 12.4% |
NUVEEN S&P 500 BUY-WRITE INC | 21 | Q4 2022 | 5.4% |
MICROSOFT CORP | 21 | Q4 2022 | 1.7% |
AMAZON COM INC | 21 | Q4 2022 | 1.9% |
COLUMBIA SELIGM PREM TECH GR | 21 | Q4 2022 | 1.5% |
CHEVRON CORP NEW | 21 | Q4 2022 | 1.6% |
BOEING CO | 21 | Q4 2022 | 1.4% |
UNITEDHEALTH GROUP INC | 21 | Q4 2022 | 1.3% |
View Claraphi Advisory Network, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2023-02-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-15 |
13F-HR | 2022-07-19 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-07 |
13F-HR | 2021-11-15 |
13F-HR | 2021-08-16 |
13F-HR | 2021-04-30 |
13F-HR | 2021-02-05 |
View Claraphi Advisory Network, 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.