$614 Million is the total value of ALTERNA WEALTH MANAGEMENT, INC's 394 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q2 2024 | 10.6% |
| APPLE INC COM | 20 | Q2 2024 | 5.3% |
| ISHARES TR | 20 | Q2 2024 | 6.6% |
| ISHARES TR | 20 | Q2 2024 | 5.5% |
| SPDR S&P 500 ETF TR | 20 | Q2 2024 | 7.7% |
| ISHARES TR | 20 | Q2 2024 | 4.5% |
| INVESCO QQQ TRUST | 20 | Q2 2024 | 5.8% |
| AT&T INC COM | 20 | Q2 2024 | 4.1% |
| ALPHABET INC CAP STK CL C | 20 | Q2 2024 | 1.8% |
| AMAZON COM INC COM | 20 | Q2 2024 | 2.4% |
View ALTERNA WEALTH MANAGEMENT, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-26 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-12 |
View ALTERNA WEALTH MANAGEMENT, 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.