| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Union Pacific Corp | 23 | Q2 2024 | 38.5% |
| WELLS FARGO CO NEW | 23 | Q2 2024 | 28.9% |
| S&P 500 INDEX Ishares ETF | 23 | Q2 2024 | 4.8% |
| iShares TR Rus Mid Cap ETF | 23 | Q2 2024 | 1.7% |
| MSCI EAFE IShares ETF | 23 | Q2 2024 | 1.3% |
| CATERPILLAR INC | 23 | Q2 2024 | 0.9% |
| Russell 2000 Ishares ETF | 23 | Q2 2024 | 0.6% |
| VANGUARD TAX-MANAGED FDS | 19 | Q2 2024 | 13.8% |
| AT&T INC | 19 | Q4 2023 | 8.2% |
| WATSCO INC | 18 | Q2 2024 | 12.9% |
View Cynosure Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-19 |
View Cynosure Group, 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.