$181 Million is the total value of OneAscent Financial Services LLC's 179 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 1005.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $63,519,000 | – | 963,867 | +100.0% | 35.12% | – |
| VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $21,565,000 | – | 405,583 | +100.0% | 11.92% | – |
| IBD | New | NORTHERN LTS FD TR IVinspire corp | $15,286,000 | – | 594,452 | +100.0% | 8.45% | – |
| AAPL | Sell | APPLE INC | $3,215,000 | -56.2% | 10,949 | -61.6% | 1.78% | -94.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,527,000 | +41.2% | 7,850 | +34.7% | 1.40% | -82.5% |
| BLES | New | NORTHERN LTS FD TR IVinspire gbl hope | $2,385,000 | – | 78,431 | +100.0% | 1.32% | – |
| T | Buy | AT&T INC | $1,753,000 | +211.9% | 44,869 | +213.1% | 0.97% | -61.4% |
| MSFT | New | MICROSOFT CORP | $1,607,000 | – | 10,193 | +100.0% | 0.89% | – |
| MA | New | MASTERCARD INCcl a | $1,054,000 | – | 3,531 | +100.0% | 0.58% | – |
| BIBL | New | NORTHERN LTS FD TR IVinspire 100etf | $973,000 | – | 32,001 | +100.0% | 0.54% | – |
| AMGN | New | AMGEN INC | $947,000 | – | 3,930 | +100.0% | 0.52% | – |
| CSCO | New | CISCO SYS INC | $948,000 | – | 19,757 | +100.0% | 0.52% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $930,000 | – | 14,493 | +100.0% | 0.51% | – |
| BIIB | New | BIOGEN INC | $912,000 | – | 3,072 | +100.0% | 0.50% | – |
| ISMD | New | NORTHERN LTS FD TR IVinspire smal etf | $910,000 | – | 32,277 | +100.0% | 0.50% | – |
| ABBV | New | ABBVIE INC | $906,000 | – | 10,235 | +100.0% | 0.50% | – |
| LRCX | New | LAM RESEARCH CORP | $882,000 | – | 3,015 | +100.0% | 0.49% | – |
| TGT | New | TARGET CORP | $875,000 | – | 6,822 | +100.0% | 0.48% | – |
| BAC | New | BANK AMER CORP | $838,000 | – | 23,789 | +100.0% | 0.46% | – |
| COF | New | CAPITAL ONE FINL CORP | $829,000 | – | 8,051 | +100.0% | 0.46% | – |
| JPST | New | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $829,000 | – | 16,435 | +100.0% | 0.46% | – |
| SO | New | SOUTHERN CO | $814,000 | – | 12,785 | +100.0% | 0.45% | – |
| ORCL | New | ORACLE CORP | $783,000 | – | 14,787 | +100.0% | 0.43% | – |
| COST | New | COSTCO WHSL CORP NEW | $781,000 | – | 2,659 | +100.0% | 0.43% | – |
| C | New | CITIGROUP INC | $759,000 | – | 9,504 | +100.0% | 0.42% | – |
| ASND | New | ASCENDIS PHARMA A Ssponsored adr | $745,000 | – | 5,357 | +100.0% | 0.41% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $731,000 | – | 12,586 | +100.0% | 0.40% | – |
| MET | New | METLIFE INC | $713,000 | – | 13,994 | +100.0% | 0.39% | – |
| CTAS | New | CINTAS CORP | $692,000 | – | 2,572 | +100.0% | 0.38% | – |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $679,000 | – | 856 | +100.0% | 0.38% | – |
| PEP | New | PEPSICO INC | $676,000 | – | 4,943 | +100.0% | 0.37% | – |
| EBAY | New | EBAY INC | $663,000 | – | 18,373 | +100.0% | 0.37% | – |
| F | New | FORD MTR CO DEL | $662,000 | – | 71,197 | +100.0% | 0.37% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $640,000 | – | 12,463 | +100.0% | 0.35% | – |
| PSX | New | PHILLIPS 66 | $638,000 | – | 5,730 | +100.0% | 0.35% | – |
| VOO | New | VANGUARD INDEX FDS | $637,000 | – | 2,152 | +100.0% | 0.35% | – |
| CMI | New | CUMMINS INC | $625,000 | – | 3,494 | +100.0% | 0.35% | – |
| BKNG | New | BOOKING HLDGS INC | $622,000 | – | 303 | +100.0% | 0.34% | – |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $622,000 | – | 2,161 | +100.0% | 0.34% | – |
| CSX | New | CSX CORP | $617,000 | – | 8,524 | +100.0% | 0.34% | – |
| HPQ | New | HP INC | $617,000 | – | 30,020 | +100.0% | 0.34% | – |
| QCOM | New | QUALCOMM INC | $610,000 | – | 6,918 | +100.0% | 0.34% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $599,000 | – | 2,824 | +100.0% | 0.33% | – |
| ASML | New | ASML HOLDING N V | $593,000 | – | 2,004 | +100.0% | 0.33% | – |
| GM | New | GENERAL MTRS CO | $589,000 | – | 16,104 | +100.0% | 0.33% | – |
| LUV | New | SOUTHWEST AIRLS CO | $589,000 | – | 10,918 | +100.0% | 0.33% | – |
| XOM | Buy | EXXON MOBIL CORP | $588,000 | +46.3% | 8,425 | +49.8% | 0.32% | -81.9% |
| SRPT | New | SAREPTA THERAPEUTICS INC | $582,000 | – | 4,510 | +100.0% | 0.32% | – |
| AMZN | Sell | AMAZON COM INC | $578,000 | -33.5% | 313 | -35.3% | 0.32% | -91.8% |
| MYOV | New | MYOVANT SCIENCES LTD | $564,000 | – | 36,328 | +100.0% | 0.31% | – |
| TTD | New | THE TRADE DESK INC | $558,000 | – | 2,148 | +100.0% | 0.31% | – |
| SAIC | New | SCIENCE APPLICATNS INTL CP N | $551,000 | – | 6,336 | +100.0% | 0.30% | – |
| ACN | New | ACCENTURE PLC IRELAND | $547,000 | – | 2,600 | +100.0% | 0.30% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $509,000 | +150.7% | 380 | +142.0% | 0.28% | -69.0% |
| DOW | New | DOW INC | $502,000 | – | 9,181 | +100.0% | 0.28% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $502,000 | – | 3,948 | +100.0% | 0.28% | – |
| MU | New | MICRON TECHNOLOGY INC | $486,000 | – | 9,033 | +100.0% | 0.27% | – |
| SONY | New | SONY CORPsponsored adr | $487,000 | – | 7,167 | +100.0% | 0.27% | – |
| CAT | New | CATERPILLAR INC DEL | $485,000 | – | 3,282 | +100.0% | 0.27% | – |
| BBY | New | BEST BUY INC | $481,000 | – | 5,483 | +100.0% | 0.27% | – |
| HASI | New | HANNON ARMSTRONG SUST INFR C | $480,000 | – | 14,931 | +100.0% | 0.26% | – |
| VRSN | New | VERISIGN INC | $479,000 | – | 2,488 | +100.0% | 0.26% | – |
| SHW | New | SHERWIN WILLIAMS CO | $457,000 | – | 783 | +100.0% | 0.25% | – |
| MS | New | MORGAN STANLEY | $456,000 | – | 8,921 | +100.0% | 0.25% | – |
| VLO | New | VALERO ENERGY CORP NEW | $456,000 | – | 4,869 | +100.0% | 0.25% | – |
| LUMN | New | CENTURYLINK INC | $439,000 | – | 33,258 | +100.0% | 0.24% | – |
| INTU | New | INTUIT | $440,000 | – | 1,679 | +100.0% | 0.24% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $436,000 | – | 3,934 | +100.0% | 0.24% | – |
| QURE | New | UNIQURE NV | $430,000 | – | 6,007 | +100.0% | 0.24% | – |
| SYF | New | SYNCHRONY FINL | $428,000 | – | 11,897 | +100.0% | 0.24% | – |
| XYL | New | XYLEM INC | $428,000 | – | 5,432 | +100.0% | 0.24% | – |
| COLL | New | COLLEGIUM PHARMACEUTICAL INC | $426,000 | – | 20,706 | +100.0% | 0.24% | – |
| AMP | New | AMERIPRISE FINL INC | $418,000 | – | 2,509 | +100.0% | 0.23% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $414,000 | – | 4,380 | +100.0% | 0.23% | – |
| SHOP | New | SHOPIFY INCcl a | $412,000 | – | 1,037 | +100.0% | 0.23% | – |
| ZGNX | New | ZOGENIX INC | $410,000 | – | 7,866 | +100.0% | 0.23% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $411,000 | – | 6,974 | +100.0% | 0.23% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $407,000 | – | 2,864 | +100.0% | 0.22% | – |
| NEP | New | NEXTERA ENERGY PARTNERS LP | $403,000 | – | 7,656 | +100.0% | 0.22% | – |
| MDT | New | MEDTRONIC PLC | $401,000 | – | 3,533 | +100.0% | 0.22% | – |
| HUBS | New | HUBSPOT INC | $399,000 | – | 2,519 | +100.0% | 0.22% | – |
| SYY | New | SYSCO CORP | $393,000 | – | 4,595 | +100.0% | 0.22% | – |
| SIMO | New | SILICON MOTION TECHNOLOGY COsponsored adr | $391,000 | – | 7,707 | +100.0% | 0.22% | – |
| EA | New | ELECTRONIC ARTS INC | $377,000 | – | 3,511 | +100.0% | 0.21% | – |
| GIB | New | CGI INCcl a sub vtg | $374,000 | – | 4,472 | +100.0% | 0.21% | – |
| WCN | New | WASTE CONNECTIONS INC | $372,000 | – | 4,101 | +100.0% | 0.21% | – |
| FB | Sell | FACEBOOK INCcl a | $373,000 | -93.4% | 1,818 | -93.8% | 0.21% | -99.2% |
| LN | New | LINE CORPsponsored adr | $370,000 | – | 7,548 | +100.0% | 0.20% | – |
| ARGX | New | ARGENX SEsponsored adr | $363,000 | – | 2,260 | +100.0% | 0.20% | – |
| AIMT | New | AIMMUNE THERAPEUTICS INC | $362,000 | – | 10,811 | +100.0% | 0.20% | – |
| MNST | New | MONSTER BEVERAGE CORP NEW | $357,000 | – | 5,624 | +100.0% | 0.20% | – |
| UAL | New | UNITED AIRLINES HLDGS INC | $349,000 | – | 3,967 | +100.0% | 0.19% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $345,000 | – | 21,730 | +100.0% | 0.19% | – |
| TWLO | New | TWILIO INCcl a | $343,000 | – | 3,492 | +100.0% | 0.19% | – |
| XPO | New | XPO LOGISTICS INC | $341,000 | – | 4,273 | +100.0% | 0.19% | – |
| WFC | New | WELLS FARGO CO NEW | $340,000 | – | 6,314 | +100.0% | 0.19% | – |
| INFY | New | INFOSYS LTDsponsored adr | $332,000 | – | 32,216 | +100.0% | 0.18% | – |
| PANW | New | PALO ALTO NETWORKS INC | $331,000 | – | 1,430 | +100.0% | 0.18% | – |
| OPI | New | OFFICE PPTYS INCOME TR | $328,000 | – | 10,191 | +100.0% | 0.18% | – |
| INXN | New | INTERXION HOLDING N.V | $328,000 | – | 3,910 | +100.0% | 0.18% | – |
| VMC | New | VULCAN MATLS CO | $325,000 | – | 2,255 | +100.0% | 0.18% | – |
| RELX | New | RELX PLCsponsored adr | $321,000 | – | 12,696 | +100.0% | 0.18% | – |
| WPC | New | W P CAREY INC | $318,000 | – | 3,979 | +100.0% | 0.18% | – |
| TTE | New | TOTAL S Asponsored ads | $318,000 | – | 5,750 | +100.0% | 0.18% | – |
| IHG | New | INTERCONTINENTAL HOTELS GROUsponsored ads | $306,000 | – | 4,459 | +100.0% | 0.17% | – |
| SAP | New | SAP SEspon adr | $301,000 | – | 2,243 | +100.0% | 0.17% | – |
| VRNS | New | VARONIS SYS INC | $300,000 | – | 3,862 | +100.0% | 0.17% | – |
| SPLK | New | SPLUNK INC | $301,000 | – | 2,008 | +100.0% | 0.17% | – |
| LEA | New | LEAR CORP | $298,000 | – | 2,175 | +100.0% | 0.16% | – |
| GLPG | New | GALAPAGOS NVspon adr | $298,000 | – | 1,441 | +100.0% | 0.16% | – |
| LOGI | New | LOGITECH INTL S A | $296,000 | – | 6,277 | +100.0% | 0.16% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $295,000 | – | 1,677 | +100.0% | 0.16% | – |
| KAR | New | KAR AUCTION SVCS INC | $287,000 | – | 13,166 | +100.0% | 0.16% | – |
| LOW | New | LOWES COS INC | $288,000 | – | 2,408 | +100.0% | 0.16% | – |
| FIVN | New | FIVE9 INC | $288,000 | – | 4,396 | +100.0% | 0.16% | – |
| GRFS | New | GRIFOLS S Asp adr rep b nvt | $286,000 | – | 12,273 | +100.0% | 0.16% | – |
| WPG | New | WASHINGTON PRIME GROUP NEW | $286,000 | – | 78,663 | +100.0% | 0.16% | – |
| KO | New | COCA COLA CO | $283,000 | – | 5,108 | +100.0% | 0.16% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $273,000 | – | 4,637 | +100.0% | 0.15% | – |
| CB | New | CHUBB LIMITED | $271,000 | – | 1,742 | +100.0% | 0.15% | – |
| DEO | New | DIAGEO P L Cspon adr new | $264,000 | – | 1,567 | +100.0% | 0.15% | – |
| CLLS | New | CELLECTIS S Asponsored ads | $262,000 | – | 15,308 | +100.0% | 0.14% | – |
| CVX | New | CHEVRON CORP NEW | $261,000 | – | 2,169 | +100.0% | 0.14% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $261,000 | – | 2,352 | +100.0% | 0.14% | – |
| URI | New | UNITED RENTALS INC | $261,000 | – | 1,563 | +100.0% | 0.14% | – |
| APTV | New | APTIV PLC | $259,000 | – | 2,725 | +100.0% | 0.14% | – |
| SGEN | New | SEATTLE GENETICS INC | $259,000 | – | 2,266 | +100.0% | 0.14% | – |
| LLY | New | LILLY ELI & CO | $245,000 | – | 1,861 | +100.0% | 0.14% | – |
| CWH | New | CAMPING WORLD HLDGS INCcl a | $240,000 | – | 16,277 | +100.0% | 0.13% | – |
| FLR | New | FLUOR CORP NEW | $240,000 | – | 12,733 | +100.0% | 0.13% | – |
| DVA | New | DAVITA INC | $238,000 | – | 3,172 | +100.0% | 0.13% | – |
| HSBC | New | HSBC HLDGS PLCspon adr new | $238,000 | – | 6,097 | +100.0% | 0.13% | – |
| LDOS | New | LEIDOS HLDGS INC | $236,000 | – | 2,412 | +100.0% | 0.13% | – |
| GOLD | New | BARRICK GOLD CORPORATION | $236,000 | – | 12,690 | +100.0% | 0.13% | – |
| S | New | SPRINT CORPORATION | $236,000 | – | 45,346 | +100.0% | 0.13% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $234,000 | – | 882 | +100.0% | 0.13% | – |
| CX | New | CEMEX SAB DE CVspon adr new | $231,000 | – | 61,001 | +100.0% | 0.13% | – |
| EXR | New | EXTRA SPACE STORAGE INC | $230,000 | – | 2,179 | +100.0% | 0.13% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $229,000 | – | 709 | +100.0% | 0.13% | – |
| GWW | New | GRAINGER W W INC | $224,000 | – | 661 | +100.0% | 0.12% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $222,000 | – | 11,494 | +100.0% | 0.12% | – |
| W | New | WAYFAIR INCcl a | $223,000 | – | 2,471 | +100.0% | 0.12% | – |
| TGH | New | TEXTAINER GROUP HOLDINGS LTD | $219,000 | – | 20,413 | +100.0% | 0.12% | – |
| GOOG | Sell | ALPHABET INCcap stk cl c | $218,000 | -27.6% | 163 | -30.0% | 0.12% | -91.0% |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $219,000 | – | 1,338 | +100.0% | 0.12% | – |
| COKE | New | COCA COLA CONSOLIDATED INC | $213,000 | – | 750 | +100.0% | 0.12% | – |
| INST | New | INSTRUCTURE INC | $214,000 | – | 4,437 | +100.0% | 0.12% | – |
| TWO | New | TWO HBRS INVT CORP | $212,000 | – | 14,468 | +100.0% | 0.12% | – |
| MOR | New | MORPHOSYS AGsponsored ads | $208,000 | – | 5,821 | +100.0% | 0.12% | – |
| AER | New | AERCAP HOLDINGS NV | $208,000 | – | 3,384 | +100.0% | 0.12% | – |
| SMAR | New | SMARTSHEET INC | $206,000 | – | 4,597 | +100.0% | 0.11% | – |
| MGA | New | MAGNA INTL INC | $204,000 | – | 3,727 | +100.0% | 0.11% | – |
| YNDX | New | YANDEX N V | $202,000 | – | 4,649 | +100.0% | 0.11% | – |
| EXAS | New | EXACT SCIENCES CORP | $201,000 | – | 2,174 | +100.0% | 0.11% | – |
| MGC | New | VANGUARD WORLD FDmega cap index | $200,000 | – | 1,792 | +100.0% | 0.11% | – |
| CXW | New | CORECIVIC INC | $197,000 | – | 11,330 | +100.0% | 0.11% | – |
| AINV | New | APOLLO INVT CORP | $191,000 | – | 10,944 | +100.0% | 0.11% | – |
| OLN | New | OLIN CORP | $192,000 | – | 11,119 | +100.0% | 0.11% | – |
| MGTA | New | MAGENTA THERAPEUTICS INC | $190,000 | – | 12,557 | +100.0% | 0.10% | – |
| PSEC | New | PROSPECT CAPITAL CORPORATION | $187,000 | – | 28,977 | +100.0% | 0.10% | – |
| OSBC | New | OLD SECOND BANCORP INC ILL | $184,000 | – | 13,642 | +100.0% | 0.10% | – |
| AMCR | New | AMCOR PLCord | $182,000 | – | 16,747 | +100.0% | 0.10% | – |
| AXL | New | AMERICAN AXLE & MFG HLDGS IN | $180,000 | – | 16,712 | +100.0% | 0.10% | – |
| WNC | New | WABASH NATL CORP | $175,000 | – | 11,897 | +100.0% | 0.10% | – |
| SAN | New | BANCO SANTANDER SAadr | $175,000 | – | 42,350 | +100.0% | 0.10% | – |
| PSO | New | PEARSON PLCsponsored adr | $172,000 | – | 20,366 | +100.0% | 0.10% | – |
| STML | New | STEMLINE THERAPEUTICS INC | $158,000 | – | 14,834 | +100.0% | 0.09% | – |
| INSG | New | INSEEGO CORP | $115,000 | – | 15,700 | +100.0% | 0.06% | – |
| ASX | New | ASE TECHNOLOGY HOLDING CO LTsponsored ads | $116,000 | – | 20,811 | +100.0% | 0.06% | – |
| CLS | New | CELESTICA INC | $113,000 | – | 13,666 | +100.0% | 0.06% | – |
| UMC | New | UNITED MICROELECTRONICS CORPspon adr new | $99,000 | – | 36,807 | +100.0% | 0.06% | – |
| ERIC | New | ERICSSONadr b sek 10 | $99,000 | – | 11,332 | +100.0% | 0.06% | – |
| GME | New | GAMESTOP CORP NEWcl a | $98,000 | – | 16,155 | +100.0% | 0.05% | – |
| TUP | New | TUPPERWARE BRANDS CORP | $95,000 | – | 11,055 | +100.0% | 0.05% | – |
| ECA | New | ENCANA CORP | $92,000 | – | 19,643 | +100.0% | 0.05% | – |
| BKD | New | BROOKDALE SR LIVING INC | $91,000 | – | 12,477 | +100.0% | 0.05% | – |
| ABEV | New | AMBEV SAsponsored adr | $78,000 | – | 16,683 | +100.0% | 0.04% | – |
| SALM | New | SALEM MEDIA GROUP INCcl a | $50,000 | – | 34,548 | +100.0% | 0.03% | – |
| NOK | New | NOKIA CORPsponsored adr | $45,000 | – | 12,126 | +100.0% | 0.02% | – |
| SIRI | Exit | SIRIUS XM HLDGS INC | $0 | – | -28,931 | -100.0% | -0.88% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -916 | -100.0% | -0.91% | – |
| USMV | Exit | ISHARES TRmsci min vol etf | $0 | – | -4,153 | -100.0% | -1.18% | – |
| XSLV | Exit | INVESCO EXCHNG TRADED FD TRs&p smlcp low | $0 | – | -5,976 | -100.0% | -1.35% | – |
| NVDA | Exit | NVIDIA CORP | $0 | – | -1,767 | -100.0% | -1.64% | – |
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -2,883 | -100.0% | -1.81% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -16,290 | -100.0% | -2.61% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -4,934 | -100.0% | -2.85% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -3 | -100.0% | -4.46% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -13,370 | -100.0% | -6.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AT&T INC | 17 | Q3 2023 | 2.5% |
| ALPHABET INC | 17 | Q3 2023 | 2.7% |
| COSTCO WHSL CORP NEW | 16 | Q3 2023 | 1.2% |
| VANGUARD SCOTTSDALE FDS | 15 | Q3 2023 | 35.1% |
| VANGUARD SCOTTSDALE FDS | 15 | Q3 2023 | 15.7% |
| APPLE INC | 15 | Q3 2023 | 32.8% |
| NORTHERN LTS FD TR IV | 15 | Q3 2023 | 4.6% |
| NORTHERN LTS FD TR IV | 15 | Q3 2023 | 3.0% |
| AMAZON COM INC | 15 | Q3 2023 | 3.9% |
| NEXTERA ENERGY PARTNERS LP | 15 | Q2 2023 | 1.3% |
View OneAscent Financial Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-08 |
View OneAscent Financial Services 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.