$63.7 Million is the total value of Dougherty Wealth Advisers LLC's 146 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 10.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | Buy | VANGUARD GROWTH INDEX FUNDetf | $10,271,000 | +277.6% | 40,544 | +239.2% | 16.14% | +71.9% |
| ITOT | Buy | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $7,440,000 | +787.8% | 86,289 | +677.6% | 11.69% | +304.1% |
| VOE | Buy | VANGUARD MID-CAP VALUE INDEX FUNDetf | $6,652,000 | +246.3% | 55,918 | +195.1% | 10.45% | +57.6% |
| QQQ | Buy | INVESCO QQQ TRUSTetf | $5,839,000 | +383.4% | 18,610 | +328.1% | 9.17% | +120.0% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $4,249,000 | +217.8% | 84,801 | +174.2% | 6.68% | +44.7% |
| VIOG | Buy | VANGUARD S&P SMALL-CAP 600 GROWTH ETFetf | $4,191,000 | +375.2% | 21,307 | +267.2% | 6.58% | +116.3% |
| IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $2,350,000 | +244.1% | 34,972 | +198.7% | 3.69% | +56.6% |
| IJR | ISHARES S&P SMALL-CAP FUNDetf | $2,160,000 | +30.8% | 23,502 | 0.0% | 3.39% | -40.5% | |
| AAPL | Sell | APPLE INC COMstock | $1,780,000 | +14.5% | 13,414 | -0.0% | 2.80% | -47.9% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $1,524,000 | +228.4% | 17,941 | +205.1% | 2.39% | +49.5% |
| MSFT | Buy | MICROSOFT CORP COMstock | $981,000 | +5.9% | 4,412 | +0.2% | 1.54% | -51.8% |
| UNP | UNION PAC CORP COMstock | $617,000 | +5.8% | 2,962 | 0.0% | 0.97% | -51.8% | |
| V | VISA INC COM CL Astock | $528,000 | +9.3% | 2,416 | 0.0% | 0.83% | -50.3% | |
| FB | FACEBOOK INC CL Astock | $517,000 | +4.2% | 1,894 | 0.0% | 0.81% | -52.6% | |
| GOOGL | ALPHABET INC CAP STK CL Astock | $501,000 | +19.6% | 286 | 0.0% | 0.79% | -45.6% | |
| GOOG | ALPHABET INC CAP STK CL Cstock | $501,000 | +19.3% | 286 | 0.0% | 0.79% | -45.7% | |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $500,000 | +9.4% | 3,111 | 0.0% | 0.78% | -50.2% | |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $473,000 | +13.4% | 2,428 | -0.8% | 0.74% | -48.4% |
| JPM | JPMORGAN CHASE & CO COMstock | $467,000 | +31.9% | 3,674 | 0.0% | 0.73% | -39.9% | |
| AMZN | AMAZON COM INC COMstock | $414,000 | +3.5% | 127 | 0.0% | 0.65% | -52.9% | |
| VXUS | Sell | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $412,000 | +13.8% | 6,848 | -1.4% | 0.65% | -48.2% |
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $397,000 | +5.3% | 5,882 | 0.0% | 0.62% | -52.0% | |
| CRM | SALESFORCE COM INC COMstock | $392,000 | -11.3% | 1,760 | 0.0% | 0.62% | -59.6% | |
| SBUX | STARBUCKS CORP COMstock | $303,000 | +24.7% | 2,831 | 0.0% | 0.48% | -43.3% | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $299,000 | +20.1% | 3,086 | 0.0% | 0.47% | -45.3% | |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $286,000 | +14.9% | 3,229 | 0.0% | 0.45% | -47.7% | |
| IVV | ISHARES CORE S&P 500 ETFetf | $278,000 | +11.6% | 741 | 0.0% | 0.44% | -49.1% | |
| DHR | DANAHER CORPORATION COMstock | $275,000 | +3.0% | 1,240 | 0.0% | 0.43% | -53.1% | |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $260,000 | +11.1% | 3,376 | +300.0% | 0.41% | -49.5% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $256,000 | +19.6% | 1,624 | +12.8% | 0.40% | -45.6% |
| LMT | LOCKHEED MARTIN CORP COMstock | $249,000 | -7.4% | 701 | 0.0% | 0.39% | -57.9% | |
| BLK | BLACKROCK INC COMstock | $201,000 | +28.0% | 279 | 0.0% | 0.32% | -41.7% | |
| UNH | UNITEDHEALTH GROUP INC COMstock | $200,000 | +12.4% | 571 | 0.0% | 0.31% | -48.9% | |
| FICO | FAIR ISAAC CORP COMstock | $195,000 | +20.4% | 381 | 0.0% | 0.31% | -45.3% | |
| ANSS | ANSYS INC COMstock | $192,000 | +11.0% | 529 | 0.0% | 0.30% | -49.4% | |
| SPY | Sell | SPDR S&P 500 ETFetf | $190,000 | +5.6% | 509 | -5.4% | 0.30% | -52.0% |
| XLU | UTILITIES SELECT SECTOR SPDR FUNDetf | $180,000 | +5.9% | 2,871 | 0.0% | 0.28% | -51.8% | |
| NOC | NORTHROP GRUMMAN CORP COMstock | $176,000 | -3.8% | 579 | 0.0% | 0.28% | -56.3% | |
| PNC | PNC FINL SVCS GROUP INC COMstock | $174,000 | +35.9% | 1,168 | 0.0% | 0.27% | -38.2% | |
| ACN | ACCENTURE PLC IRELAND SHS CLASS Astock | $172,000 | +15.4% | 658 | 0.0% | 0.27% | -47.5% | |
| LOW | LOWES COS INC COMstock | $155,000 | -3.1% | 966 | 0.0% | 0.24% | -55.8% | |
| ABBV | ABBVIE INC COMstock | $153,000 | +22.4% | 1,430 | 0.0% | 0.24% | -44.3% | |
| FIS | FIDELITY NATL INFORMATION SVCS COMstock | $147,000 | -3.9% | 1,039 | 0.0% | 0.23% | -56.2% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $140,000 | +34.6% | 1,282 | 0.0% | 0.22% | -38.7% | |
| AON | AON PLC SHS CL Astock | $139,000 | +2.2% | 659 | 0.0% | 0.22% | -53.5% | |
| BKNG | BOOKING HOLDINGS INC COMstock | $136,000 | +30.8% | 61 | 0.0% | 0.21% | -40.4% | |
| HON | HONEYWELL INTL INC COMstock | $131,000 | +29.7% | 615 | 0.0% | 0.21% | -41.0% | |
| MDT | MEDTRONIC PLC SHSstock | $129,000 | +13.2% | 1,100 | 0.0% | 0.20% | -48.3% | |
| LSXMK | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $128,000 | +32.0% | 2,942 | 0.0% | 0.20% | -40.0% | |
| LBRDK | Buy | LIBERTY BROADBAND CORP COM SER Cstock | $127,000 | +21.0% | 801 | +9.0% | 0.20% | -44.8% |
| SHW | SHERWIN WILLIAMS CO COMstock | $118,000 | +6.3% | 160 | 0.0% | 0.18% | -51.7% | |
| SBAC | SBA COMMUNICATIONS CORP NEW CL Areit | $117,000 | -11.4% | 415 | 0.0% | 0.18% | -59.6% | |
| AMP | AMERIPRISE FINL INC COMstock | $117,000 | +25.8% | 603 | 0.0% | 0.18% | -42.7% | |
| MMC | MARSH & MCLENNAN COS INC COMstock | $115,000 | +1.8% | 986 | 0.0% | 0.18% | -53.6% | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $115,000 | +18.6% | 900 | 0.0% | 0.18% | -46.0% | |
| ILMN | ILLUMINA INC COMstock | $110,000 | +19.6% | 297 | 0.0% | 0.17% | -45.4% | |
| BAC | BK OF AMERICA CORP COMstock | $108,000 | +25.6% | 3,555 | 0.0% | 0.17% | -42.8% | |
| BA | BOEING CO COMstock | $107,000 | +30.5% | 499 | 0.0% | 0.17% | -40.6% | |
| ORLY | OREILLY AUTOMOTIVE INC COMstock | $107,000 | -1.8% | 236 | 0.0% | 0.17% | -55.3% | |
| FDX | FEDEX CORP COMstock | $106,000 | +3.9% | 407 | 0.0% | 0.17% | -52.6% | |
| NXPI | NXP SEMICONDUCTORS N V COMstock | $105,000 | +28.0% | 659 | 0.0% | 0.16% | -41.7% | |
| BIIB | BIOGEN INC COMstock | $105,000 | -13.2% | 428 | 0.0% | 0.16% | -60.5% | |
| AMT | AMERICAN TOWER CORP NEW COMreit | $101,000 | -7.3% | 450 | 0.0% | 0.16% | -57.7% | |
| CPRT | COPART INC COMstock | $96,000 | +21.5% | 752 | 0.0% | 0.15% | -44.7% | |
| CSCO | CISCO SYS INC COMstock | $96,000 | +12.9% | 2,154 | 0.0% | 0.15% | -48.5% | |
| PKG | PACKAGING CORP AMER COMstock | $96,000 | +26.3% | 696 | 0.0% | 0.15% | -42.4% | |
| TT | TRANE TECHNOLOGIES PLC SHSstock | $95,000 | +18.8% | 657 | 0.0% | 0.15% | -46.0% | |
| IDXX | IDEXX LABS INC COMstock | $95,000 | +26.7% | 190 | 0.0% | 0.15% | -42.5% | |
| IEX | IDEX CORP COMstock | $94,000 | +9.3% | 473 | 0.0% | 0.15% | -50.2% | |
| ALL | ALLSTATE CORP COMstock | $89,000 | +17.1% | 807 | 0.0% | 0.14% | -46.6% | |
| TRV | TRAVELERS COMPANIES INC COMstock | $88,000 | +29.4% | 628 | 0.0% | 0.14% | -41.3% | |
| AZN | ASTRAZENECA PLC SPONSORED ADRadr | $86,000 | -8.5% | 1,722 | 0.0% | 0.14% | -58.3% | |
| INTC | INTEL CORP COMstock | $85,000 | -4.5% | 1,710 | 0.0% | 0.13% | -56.4% | |
| TECH | BIO-TECHNE CORP COMstock | $82,000 | +28.1% | 259 | 0.0% | 0.13% | -41.6% | |
| ASML | ASML HOLDING N V N Y REGISTRY SHSadr | $79,000 | +33.9% | 161 | 0.0% | 0.12% | -39.2% | |
| VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $78,000 | +9.9% | 350 | 0.0% | 0.12% | -49.8% | |
| MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $78,000 | +8.3% | 456 | 0.0% | 0.12% | -50.4% | |
| ECL | ECOLAB INC COMstock | $73,000 | +9.0% | 337 | 0.0% | 0.12% | -50.2% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $69,000 | +19.0% | 837 | 0.0% | 0.11% | -46.0% | |
| JKHY | HENRY JACK & ASSOC INC COMstock | $69,000 | 0.0% | 425 | 0.0% | 0.11% | -54.6% | |
| ADP | AUTOMATIC DATA PROCESSING INC COMstock | $66,000 | +26.9% | 374 | 0.0% | 0.10% | -41.9% | |
| BMY | BRISTOL-MYERS SQUIBB CO COMstock | $66,000 | +1.5% | 1,070 | 0.0% | 0.10% | -53.6% | |
| MKL | MARKEL CORP COMstock | $65,000 | +6.6% | 63 | 0.0% | 0.10% | -51.7% | |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $65,000 | +12.1% | 500 | 0.0% | 0.10% | -49.0% | |
| LSXMA | LIBERTY MEDIA CORP DEL COM A SIRIUSXMstock | $64,000 | +30.6% | 1,471 | 0.0% | 0.10% | -40.2% | |
| CCI | CROWN CASTLE INTL CORP NEW COMreit | $63,000 | -4.5% | 394 | 0.0% | 0.10% | -56.6% | |
| GGG | GRACO INC COMstock | $63,000 | +16.7% | 877 | 0.0% | 0.10% | -46.8% | |
| BR | BROADRIDGE FINL SOLUTIONS INC COMstock | $62,000 | +17.0% | 403 | 0.0% | 0.10% | -47.0% | |
| EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $62,000 | +17.0% | 1,201 | 0.0% | 0.10% | -47.0% | |
| FDS | FACTSET RESH SYS INC COMstock | $61,000 | -1.6% | 184 | 0.0% | 0.10% | -55.1% | |
| GILD | GILEAD SCIENCES INC COMstock | $60,000 | -7.7% | 1,031 | 0.0% | 0.09% | -58.0% | |
| JBHT | HUNT J B TRANS SVCS INC COMstock | $59,000 | +9.3% | 431 | 0.0% | 0.09% | -50.0% | |
| ATR | APTARGROUP INC COMstock | $58,000 | +20.8% | 421 | 0.0% | 0.09% | -45.2% | |
| LBRDA | LIBERTY BROADBAND CORP COM SER Astock | $58,000 | +11.5% | 367 | 0.0% | 0.09% | -49.2% | |
| MTD | METTLER TOLEDO INTERNATIONAL COMstock | $56,000 | +19.1% | 49 | 0.0% | 0.09% | -45.7% | |
| IWV | ISHARES RUSSELL 3000 ETFetf | $56,000 | +14.3% | 250 | 0.0% | 0.09% | -47.9% | |
| TRU | TRANSUNION COMstock | $55,000 | +17.0% | 555 | 0.0% | 0.09% | -46.9% | |
| CDW | CDW CORP COMstock | $54,000 | +10.2% | 410 | 0.0% | 0.08% | -49.7% | |
| GLW | CORNING INC COMstock | $52,000 | +10.6% | 1,444 | 0.0% | 0.08% | -49.4% | |
| VRTX | VERTEX PHARMACEUTICALS INC COMstock | $52,000 | -13.3% | 222 | 0.0% | 0.08% | -60.4% | |
| CERN | CERNER CORP COMstock | $48,000 | +9.1% | 610 | 0.0% | 0.08% | -50.7% | |
| SPEU | SPDR PORTFOLIO EUROPE ETFetf | $47,000 | +14.6% | 1,250 | 0.0% | 0.07% | -47.5% | |
| DIS | DISNEY WALT CO COMstock | $46,000 | +48.4% | 252 | 0.0% | 0.07% | -32.7% | |
| FAF | FIRST AMERN FINL CORP COMstock | $46,000 | 0.0% | 894 | 0.0% | 0.07% | -54.7% | |
| CSL | CARLISLE COS INC COMstock | $45,000 | +28.6% | 289 | 0.0% | 0.07% | -41.3% | |
| PFE | PFIZER INC COMstock | $45,000 | 0.0% | 1,230 | 0.0% | 0.07% | -54.2% | |
| COLM | COLUMBIA SPORTSWEAR CO COMstock | $45,000 | 0.0% | 518 | 0.0% | 0.07% | -54.2% | |
| FTV | FORTIVE CORP COMstock | $44,000 | -6.4% | 618 | 0.0% | 0.07% | -57.4% | |
| WEX | WEX INC COMstock | $44,000 | +46.7% | 214 | 0.0% | 0.07% | -33.7% | |
| LSTR | LANDSTAR SYS INC COMstock | $43,000 | +7.5% | 321 | 0.0% | 0.07% | -50.7% | |
| WFC | Sell | WELLS FARGO CO NEW COMstock | $42,000 | 0.0% | 1,387 | -22.4% | 0.07% | -54.5% |
| VO | VANGUARD MID-CAP INDEX FUNDetf | $41,000 | +17.1% | 200 | 0.0% | 0.06% | -47.1% | |
| MRK | MERCK & CO. INC COMstock | $41,000 | 0.0% | 500 | 0.0% | 0.06% | -54.6% | |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $35,000 | +9.4% | 250 | 0.0% | 0.06% | -50.0% | |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $35,000 | -20.5% | 151 | 0.0% | 0.06% | -63.8% | |
| TGT | TARGET CORP COMstock | $35,000 | +12.9% | 200 | 0.0% | 0.06% | -48.6% | |
| BLKB | BLACKBAUD INC COMstock | $34,000 | +3.0% | 592 | 0.0% | 0.05% | -53.5% | |
| FWONK | LIBERTY MEDIA CORP DEL COM SER C FRMLAstock | $31,000 | +14.8% | 735 | 0.0% | 0.05% | -47.3% | |
| LHX | L3HARRIS TECHNOLOGIES INC COMstock | $31,000 | +10.7% | 162 | 0.0% | 0.05% | -49.5% | |
| WPC | WP CAREY INC COMreit | $28,000 | +7.7% | 400 | 0.0% | 0.04% | -51.1% | |
| WEN | WENDYS CO COMstock | $27,000 | -3.6% | 1,236 | 0.0% | 0.04% | -56.7% | |
| SYNH | SYNEOS HEALTH INC CL Astock | $27,000 | +28.6% | 400 | 0.0% | 0.04% | -41.7% | |
| DFE | WISDOMTREE EUROPE SMALLCAP DIVIDEND FUNDetf | $26,000 | +23.8% | 400 | 0.0% | 0.04% | -43.1% | |
| VIS | VANGUARD INDUSTRIALS INDEX FUNDetf | $25,000 | +13.6% | 150 | 0.0% | 0.04% | -48.7% | |
| GLD | SPDR GOLD SHARESetf | $24,000 | 0.0% | 135 | 0.0% | 0.04% | -54.2% | |
| XLF | FINANCIAL SELECT SECTOR SPDR FUNDetf | $24,000 | +26.3% | 800 | 0.0% | 0.04% | -42.4% | |
| PEP | PEPSICO INC COMstock | $24,000 | +4.3% | 165 | 0.0% | 0.04% | -51.9% | |
| DSI | Buy | ISHARES MSCI KLD 400 SOCIAL ETFetf | $22,000 | +15.8% | 304 | +100.0% | 0.04% | -47.0% |
| COST | COSTCO WHSL CORP NEW COMstock | $20,000 | +11.1% | 52 | 0.0% | 0.03% | -50.0% | |
| TLT | New | ISHARES 20 YEAR TREASURY BOND ETFetf | $16,000 | – | 100 | +100.0% | 0.02% | – |
| CRBN | ISHARES MSCI ACWI LOW CARBON TARGET ETFetf | $16,000 | +14.3% | 108 | 0.0% | 0.02% | -47.9% | |
| IXN | ISHARES GLOBAL TECH ETFetf | $15,000 | +15.4% | 50 | 0.0% | 0.02% | -46.7% | |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $15,000 | +7.1% | 108 | +8.0% | 0.02% | -50.0% |
| FWONA | LIBERTY MEDIA CORP DEL COM SER A FRMLAstock | $14,000 | +16.7% | 367 | 0.0% | 0.02% | -46.3% | |
| ABT | ABBOTT LABS COMstock | $11,000 | 0.0% | 100 | 0.0% | 0.02% | -55.3% | |
| KMI | KINDER MORGAN INC DEL COMstock | $11,000 | +10.0% | 800 | 0.0% | 0.02% | -51.4% | |
| HRL | HORMEL FOODS CORP COMstock | $9,000 | -10.0% | 200 | 0.0% | 0.01% | -60.0% | |
| VNT | New | VONTIER CORPORATION COMstock | $8,000 | – | 247 | +100.0% | 0.01% | – |
| VTRS | New | VIATRIS INC COMstock | $3,000 | – | 152 | +100.0% | 0.01% | – |
| QUMU | QUMU CORP COMstock | $2,000 | +100.0% | 300 | 0.0% | 0.00% | 0.0% | |
| HD | New | HOME DEPOT INC COMstock | $2,000 | – | 6 | +100.0% | 0.00% | – |
| SQ | New | SQUARE INC CL Astock | $2,000 | – | 8 | +100.0% | 0.00% | – |
| AMCX | AMC NETWORKS INC CL Astock | $1,000 | -75.0% | 36 | 0.0% | 0.00% | -85.7% | |
| BMYRT | BRISTOL-MYERS SQUIBB CO CONTNGNT VAL RTstock | $1,000 | -50.0% | 1,070 | 0.0% | 0.00% | -71.4% | |
| OASPQ | Exit | OASIS PETROLEUM INC COMstock | $0 | – | -1,019 | -100.0% | 0.00% | – |
| SH | PROSHARES SHORT S&P 500etf | $0 | -100.0% | 25 | 0.0% | 0.00% | -100.0% | |
| MANU | MANCHESTER UTD PLC NEW ORD CL Astock | $0 | – | 25 | 0.0% | 0.00% | – | |
| JBLU | Exit | JETBLUE AWYS CORP COMstock | $0 | – | -65 | -100.0% | -0.00% | – |
| GLIBA | Exit | GCI LIBERTY INC COM CLASS Astock | $0 | – | -115 | -100.0% | -0.03% | – |
| RELX | Exit | RELX PLC SPONSORED ADRadr | $0 | – | -869 | -100.0% | -0.07% | – |
| IDA | Exit | IDACORP INC COMstock | $0 | – | -232 | -100.0% | -0.07% | – |
| SEIC | Exit | SEI INVTS CO COMstock | $0 | – | -399 | -100.0% | -0.07% | – |
| SAP | Exit | SAP SE SPON ADRadr | $0 | – | -183 | -100.0% | -0.10% | – |
| DISH | Exit | DISH NETWORK CORPORATION CL Astock | $0 | – | -1,035 | -100.0% | -0.10% | – |
| USB | Exit | US BANCORP DEL COM NEWstock | $0 | – | -905 | -100.0% | -0.11% | – |
| NVS | Exit | NOVARTIS AG SPONSORED ADRadr | $0 | – | -614 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD GROWTH INDEX FUND | 20 | Q3 2023 | 31.1% |
| VANGUARD MID-CAP VALUE INDEX FUND | 20 | Q3 2023 | 14.3% |
| VANGUARD FTSE EMERGING MARKETS ETF | 20 | Q3 2023 | 6.8% |
| VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 20 | Q3 2023 | 7.9% |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 20 | Q3 2023 | 13.7% |
| ISHARES S&P SMALL-CAP FUND | 20 | Q3 2023 | 6.2% |
| APPLE INC COM | 20 | Q3 2023 | 6.6% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 20 | Q3 2023 | 3.9% |
| VANGUARD REAL ESTATE ETF | 20 | Q3 2023 | 3.3% |
| MICROSOFT CORP COM | 20 | Q3 2023 | 3.3% |
View Dougherty Wealth Advisers LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-27 |
| 13F-HR | 2021-11-02 |
View Dougherty Wealth Advisers 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.