$242 Million is the total value of Personal Wealth Partners's 76 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLDM | New | WORLD GOLD TRspdr gld minis | $999,000 | – | 54,977 | +100.0% | 0.41% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $592,000 | – | 5,517 | +100.0% | 0.24% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $325,000 | – | 6,561 | +100.0% | 0.13% | – |
| KO | New | COCA COLA CO | $222,000 | – | 3,756 | +100.0% | 0.09% | – |
| PFE | New | PFIZER INC | $215,000 | – | 3,641 | +100.0% | 0.09% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $206,000 | – | 71 | +100.0% | 0.08% | – |
| NULV | New | NUSHARES ETF TRnuveen esg lrgvl | $201,000 | – | 5,170 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 14 | Q1 2022 | 31.0% |
| SPDR S&P MIDCAP 400 ETF TR | 14 | Q1 2022 | 7.0% |
| BERKSHIRE HATHAWAY INC DEL | 14 | Q1 2022 | 2.1% |
| SPDR SER TR | 14 | Q1 2022 | 2.7% |
| ISHARES TR | 14 | Q1 2022 | 1.1% |
| HEALTHCARE TRUST | 14 | Q1 2022 | 0.8% |
| ISHARES TR | 14 | Q1 2022 | 3.5% |
| VANGUARD WORLD FDS | 14 | Q1 2022 | 0.9% |
| INVESCO QQQ TR | 14 | Q1 2022 | 0.7% |
| US BANCORP DEL | 14 | Q1 2022 | 0.7% |
View Personal Wealth Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-10-20 |
| 13F-HR | 2021-07-23 |
| 13F-HR | 2021-04-20 |
| 13F-HR | 2021-02-08 |
| 13F-HR | 2020-11-02 |
| 13F-HR | 2020-08-06 |
| 13F-HR | 2020-05-07 |
View Personal Wealth Partners'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.