Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR CORE S&P TTL STK | 24 | Q3 2023 | 11.3% |
ISHARES TR CORE U S AGGREGATE BD ETF | 24 | Q3 2023 | 7.5% |
ISHARES TR CORE MSCI TOTAL INTL STK ETF | 24 | Q3 2023 | 4.1% |
ISHARES TR SELECT DIVID ETF FD | 24 | Q3 2023 | 6.7% |
APPLE INC COM | 24 | Q3 2023 | 3.9% |
MICROSOFT CORP COM | 24 | Q3 2023 | 3.2% |
AMAZON COM INC COM | 24 | Q3 2023 | 3.1% |
ISHARES TR CORE INTL AGGREGATE BD ETF | 24 | Q3 2023 | 2.9% |
ISHARES U.S. PREFERRED STOCK ETF | 24 | Q3 2023 | 3.0% |
NVIDIA CORPORATION COM | 24 | Q3 2023 | 2.1% |
View Prime Capital Investment Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-24 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-08 |
13F-HR | 2022-11-08 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-09 |
13F-HR | 2022-02-07 |
13F-HR | 2021-11-09 |
View Prime Capital Investment 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.