| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 27 | Q2 2024 | 8.7% |
| APPLE INC. | 27 | Q2 2024 | 4.9% |
| NEXTERA ENERGY INC COM | 27 | Q2 2024 | 3.1% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 27 | Q2 2024 | 2.9% |
| VANGUARD TOTAL STOCK MARKET ETF | 27 | Q2 2024 | 2.9% |
| MICROSOFT CORP COM | 27 | Q2 2024 | 2.6% |
| ISHARES TR | 27 | Q2 2024 | 2.4% |
| MASTERCARD INCORPORATED CL A | 27 | Q2 2024 | 2.3% |
| ISHARES TR | 27 | Q2 2024 | 2.2% |
| ISHARES TR | 27 | Q2 2024 | 3.0% |
View Global Trust Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-11 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-12 |
View Global Trust Asset Management, 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.