Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB US DIVIDEND EQUITY ETF | 22 | Q1 2024 | 24.6% |
SCHWAB U.S. LARGE-CAP GROWTH ETF | 22 | Q1 2024 | 21.7% |
SCHWAB U.S. MID-CAP ETF | 22 | Q1 2024 | 7.6% |
APPLE INC COM | 22 | Q1 2024 | 4.7% |
NEWMONT MNG CORP | 21 | Q1 2024 | 2.1% |
CALAMOS CONV OPPORTUNITIES & I SH BEN INT | 20 | Q3 2023 | 4.7% |
BLACKROCK MUNIYLD MICH QLTY | 20 | Q3 2023 | 3.7% |
MICROSOFT CORP COM | 20 | Q1 2024 | 4.0% |
DOW INC COM | 20 | Q1 2024 | 1.1% |
INVESCO EXCH TRADED FD TR II | 19 | Q2 2023 | 5.3% |
View Reitz Capital Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-01-17 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-26 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-27 |
13F-HR | 2022-07-20 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-20 |
View Reitz Capital 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.