| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2022 | 6.7% |
| SPDR S&P 500 ETF trust Unit Ser 1 S&P | 16 | Q3 2022 | 6.3% |
| Technology SPDR | 16 | Q3 2022 | 3.7% |
| ENERGY TRANSFER LP | 16 | Q3 2022 | 5.4% |
| AMAZON COM INC | 16 | Q3 2022 | 3.8% |
| MICROSOFT CORP | 16 | Q3 2022 | 2.2% |
| ENTERPRISE PRODS PARTNERS L | 16 | Q3 2022 | 2.4% |
| Vanguard Total Stock Market ETF | 16 | Q3 2022 | 3.5% |
| SELECT SECTOR SPDR TR | 16 | Q3 2022 | 1.7% |
| iShares MSCI Eurozone ETF | 16 | Q3 2022 | 2.1% |
View Kore Private Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-14 |
| 13F-HR/A | 2022-08-18 |
| 13F-HR | 2022-08-15 |
| 13F-HR/A | 2022-05-13 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-05-18 |
| 13F-HR | 2021-02-16 |
View Kore 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.