$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DIS | Exit | DISNEY WALT CO | $0 | – | -1,192 | -100.0% | -0.08% | – |
HYD | Exit | VANECK ETF TRUSThigh yld munietf | $0 | – | -3,412 | -100.0% | -0.09% | – |
VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -850 | -100.0% | -0.10% | – |
BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -11,865 | -100.0% | -0.11% | – |
W | Exit | WAYFAIR INCcl a | $0 | – | -1,000 | -100.0% | -0.11% | – |
IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -2,709 | -100.0% | -0.12% | – |
BA | Exit | BOEING CO | $0 | – | -1,272 | -100.0% | -0.12% | – |
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.