Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Wells Fargo Co | 4 | Q3 2018 | 37.8% |
General Electric Co | 4 | Q3 2018 | 24.3% |
Union Pacific Corp | 4 | Q3 2018 | 18.6% |
Vanguard FTSE Developed Market | 4 | Q3 2018 | 6.1% |
Vanguard FTSE Emerging Markets | 4 | Q3 2018 | 4.2% |
iShares TR Core S&P Mcp ETF | 4 | Q3 2018 | 4.1% |
iShares TR Core S&P Scp ETF | 4 | Q3 2018 | 1.9% |
S&P 500 INDEX Ishares ETF | 4 | Q3 2018 | 1.4% |
iShares TR Rus Mid Cap ETF | 4 | Q3 2018 | 0.5% |
MSCI EAFE IShares ETF | 4 | Q3 2018 | 0.5% |
View CYNOSURE ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2018-11-14 |
13F-HR | 2018-08-14 |
13F-HR | 2018-06-21 |
13F-HR | 2018-06-20 |
View CYNOSURE 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.