| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 21 | Q2 2024 | 6.3% |
| SCHWAB STRATEGIC TR | 21 | Q2 2024 | 10.1% |
| SCHWAB STRATEGIC TR | 21 | Q2 2024 | 13.1% |
| ISHARES TR | 21 | Q2 2024 | 8.5% |
| INVESCO EXCHANGE TRADED FD T | 21 | Q2 2024 | 6.6% |
| ISHARES TR | 21 | Q2 2024 | 3.4% |
| SPDR SER TR | 21 | Q2 2024 | 3.9% |
| SPDR SER TR | 21 | Q2 2024 | 1.9% |
| ISHARES TR | 21 | Q2 2024 | 1.3% |
| ISHARES TR | 21 | Q2 2024 | 1.1% |
View COLTON GROOME FINANCIAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-26 |
View COLTON GROOME FINANCIAL ADVISORS, 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.