| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Index Fds Vanguard Growth Etf F | 21 | Q2 2024 | 5.5% |
| VANGUARD VALUE ETF | 21 | Q2 2024 | 5.7% |
| VANGUARD TAX-MANAGED INTL FD | 21 | Q2 2024 | 6.5% |
| Ishares Tr Fltg Rate Nt Etf | 21 | Q2 2024 | 5.4% |
| Enbridge Inc Com Isin #ca29250n1050 Sedo | 21 | Q2 2024 | 3.3% |
| VANGUARD SHORT TRM BOND ETF | 21 | Q2 2024 | 4.1% |
| Comcast Corp New Cl A | 21 | Q2 2024 | 2.4% |
| EXXON MOBIL CORP | 21 | Q2 2024 | 3.1% |
| Duke Energy Corp New Com New Isin #us264 | 21 | Q2 2024 | 2.1% |
| Wells Fargo Co New Com | 21 | Q2 2024 | 2.4% |
View Semmax Financial Advisors Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-03-01 |
| 13F-HR | 2021-11-10 |
View Semmax Financial Advisors Inc.'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.