$556 Million is the total value of Resource Management, LLC's 134 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | New | Vanguard S&P 500 Etf | $326,000 | – | 1,256 | +100.0% | 0.06% | – |
| CMCSA | New | Comcast Corporation | $274,000 | – | 6,856 | +100.0% | 0.05% | – |
| WMB | New | Williams Companies | $257,000 | – | 8,953 | +100.0% | 0.05% | – |
| IVV | New | Ishares Core S&P | $243,000 | – | 855 | +100.0% | 0.04% | – |
| NFLX | New | Netflix Inc | $228,000 | – | 639 | +100.0% | 0.04% | – |
| D | New | Dominion Energy Inc | $215,000 | – | 2,799 | +100.0% | 0.04% | – |
| IJH | New | Ishares Core S&P Mid Cap | $204,000 | – | 1,076 | +100.0% | 0.04% | – |
| FTV | New | Fortive Corporation | $201,000 | – | 2,400 | +100.0% | 0.04% | – |
| LMT | New | Lockheed Martin Corp | $201,000 | – | 670 | +100.0% | 0.04% | – |
| SPXX | New | Nuveen S P 500 Dynamic O | $190,000 | – | 12,268 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Spdr S&P 500 Etf | 17 | Q4 2021 | 33.0% |
| Spdr S&P Midcap 400 Etf | 17 | Q4 2021 | 21.2% |
| Vanguard High Dividend | 17 | Q4 2021 | 6.4% |
| Apple Inc | 17 | Q4 2021 | 5.8% |
| Eog Resources Inc | 17 | Q4 2021 | 6.4% |
| Exxon Mobil Corp | 17 | Q4 2021 | 3.9% |
| Pioneer Natural Res | 17 | Q4 2021 | 2.4% |
| Jpmorgan Chase & Co | 17 | Q4 2021 | 1.5% |
| Suncor Energy Inc | 17 | Q4 2021 | 2.4% |
| Chevron Corporation | 17 | Q4 2021 | 1.5% |
View Resource Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-07-23 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-08 |
| 13F-HR | 2020-11-05 |
| 13F-HR | 2020-07-24 |
| 13F-HR | 2020-05-05 |
| 13F-HR | 2020-01-22 |
| 13F-HR | 2019-10-30 |
View Resource 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.