| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE TR | 23 | Q2 2024 | 6.8% |
| SPDR S&P 500 ETF TR | 23 | Q2 2024 | 5.1% |
| ISHARES INC | 23 | Q2 2024 | 1.6% |
| EXXON MOBIL CORP | 23 | Q2 2024 | 3.8% |
| WISDOMTREE TR | 23 | Q2 2024 | 1.1% |
| VANECK VECTORS ETF TRUST | 23 | Q2 2024 | 3.4% |
| JPMORGAN CHASE & CO. | 23 | Q2 2024 | 1.4% |
| INVESCO EXCHANGE TRADED FD T | 23 | Q2 2024 | 2.4% |
| VANGUARD WORLD FDS | 23 | Q2 2024 | 2.8% |
| ALPHABET INC | 23 | Q2 2024 | 2.0% |
View Private Portfolio Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-15 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR/A | 2023-03-14 |
| 13F-HR/A | 2023-03-14 |
| 13F-HR/A | 2023-03-14 |
| 13F-HR/A | 2023-03-14 |
View Private Portfolio Partners 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.