$267 Million is the total value of Huber Financial Advisors, LLC's 114 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DLS | New | WISDOMTREE TRintl smcap div | $872,000 | – | 18,153 | +100.0% | 0.33% | – |
BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $248,000 | – | 2,906 | +100.0% | 0.09% | – |
AMZN | New | AMAZON COM INC | $242,000 | – | 124 | +100.0% | 0.09% | – |
DIG | New | PROSHARES TR | $51,000 | – | 10,661 | +100.0% | 0.02% | – |
SPY | New | SPDR S&P 500 ETF TRput | $26,000 | – | 100 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-17
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD CHARLOTTE FDS | 10 | Q1 2020 | 27.6% |
FIRST TR EXCHANGE-TRADED FD | 10 | Q1 2020 | 9.8% |
VANGUARD TAX-MANAGED INTL FD | 10 | Q1 2020 | 8.5% |
LITTELFUSE INC | 10 | Q1 2020 | 4.7% |
APPLE INC | 10 | Q1 2020 | 2.7% |
NUVEEN QUALITY MUNCP INCOME | 10 | Q1 2020 | 2.8% |
NUVEEN AMT FREE QLTY MUN INC | 10 | Q1 2020 | 2.4% |
SCHWAB STRATEGIC TR | 10 | Q1 2020 | 3.2% |
VANGUARD INDEX FDS | 10 | Q1 2020 | 2.1% |
MICROSOFT CORP | 10 | Q1 2020 | 2.1% |
View Huber Financial Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-04-17 |
13F-HR | 2020-02-10 |
13F-HR | 2019-10-30 |
13F-HR | 2019-08-05 |
13F-HR | 2019-04-18 |
13F-HR | 2019-02-07 |
13F-HR | 2018-11-06 |
13F-HR | 2018-08-06 |
13F-HR | 2018-04-30 |
13F-HR | 2018-01-30 |
View Huber Financial 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.