| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 17 | Q2 2024 | 7.8% |
| VANGUARD SPECIALIZED FUNDS | 17 | Q2 2024 | 6.8% |
| SPDR S&P 500 ETF TR | 17 | Q2 2024 | 5.3% |
| APPLE INC | 17 | Q2 2024 | 3.8% |
| MICROSOFT CORP | 17 | Q2 2024 | 2.1% |
| AMAZON COM INC | 17 | Q2 2024 | 1.0% |
| ALPHABET INC | 17 | Q2 2024 | 0.9% |
| VISA INC | 17 | Q2 2024 | 0.7% |
| UNITEDHEALTH GROUP INC | 17 | Q2 2024 | 0.7% |
| JOHNSON & JOHNSON | 17 | Q2 2024 | 0.9% |
View Advisor OS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-05 |
| N-PX | 2024-08-01 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-02 |
View Advisor OS, 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.