Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 19 | Q3 2023 | 15.1% |
ALPHABET INC | 19 | Q3 2023 | 13.2% |
AUTOZONE INC | 19 | Q3 2023 | 10.9% |
AMAZON COM INC | 19 | Q3 2023 | 10.0% |
BROADCOM INC | 19 | Q3 2023 | 5.8% |
BRISTOL-MYERS SQUIBB CO | 18 | Q2 2023 | 7.4% |
BOSTON SCIENTIFIC CORP | 18 | Q3 2023 | 4.8% |
BERKSHIRE HATHAWAY INC DEL | 18 | Q3 2023 | 0.6% |
BLACKROCK FLOAT RATE OME STR | 18 | Q3 2023 | 0.6% |
MICROSOFT CORP | 17 | Q3 2023 | 3.2% |
View RBA Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-02-08 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-21 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-26 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-11 |
13F-HR | 2022-04-14 |
13F-HR | 2022-02-02 |
View RBA Wealth Management, 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.