Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 20 | Q3 2023 | 28.0% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 28.0% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 9.1% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 8.7% |
APPLE INC | 20 | Q3 2023 | 2.0% |
SPDR S&P 500 ETF TR | 20 | Q3 2023 | 1.3% |
INVESCO QQQ TR | 20 | Q3 2023 | 0.7% |
PROCTER & GAMBLE CO | 20 | Q3 2023 | 0.7% |
BK OF AMERICA CORP | 20 | Q3 2023 | 0.5% |
VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 0.5% |
View Pasadena Private Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-12 |
13F-HR | 2023-04-20 |
13F-HR | 2023-02-02 |
13F-HR | 2022-11-18 |
13F-HR | 2022-08-08 |
13F-HR | 2022-04-21 |
13F-HR | 2022-02-14 |
View Pasadena Private Wealth, 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.