$233 Million is the total value of Private Portfolio Partners LLC's 369 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $1,667,000 | +3.6% | 23,640 | 0.0% | 0.72% | -15.9% | |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $425,000 | +2.4% | 1,600 | 0.0% | 0.18% | -16.9% | |
| ETHO | ETF MANAGERS TRetho climate lea | $314,000 | +5.4% | 8,025 | 0.0% | 0.14% | -14.0% | |
| HACK | ETF MANAGERS TRprime cybr scrty | $226,000 | -0.4% | 5,680 | 0.0% | 0.10% | -19.2% | |
| OUNZ | VANECK MERK GOLD TRUSTgold trust | $168,000 | +9.1% | 12,175 | 0.0% | 0.07% | -11.1% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
Signatures
The EDGAR filing(s) were signed by:
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.