$177 Million is the total value of Loveless Wealth Management LLC's 129 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FDIS | New | FIDELITY COVINGTON TRUSTmsci consm dis | $355,000 | – | 4,495 | +100.0% | 0.20% | – |
| PLD | New | PROLOGIS INC. | $225,000 | – | 1,396 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 11 | Q2 2022 | 8.2% |
| REALTY INCOME CORP | 11 | Q2 2022 | 4.4% |
| DEERE & CO | 11 | Q2 2022 | 3.4% |
| SELECT SECTOR SPDR TR | 11 | Q2 2022 | 2.8% |
| SELECT SECTOR SPDR TR | 11 | Q2 2022 | 2.9% |
| CATERPILLAR INC DEL | 11 | Q2 2022 | 2.9% |
| APPLE INC | 11 | Q2 2022 | 2.6% |
| SELECT SECTOR SPDR TR | 11 | Q2 2022 | 2.3% |
| SELECT SECTOR SPDR TR | 11 | Q2 2022 | 2.3% |
| ABBVIE INC | 11 | Q2 2022 | 2.5% |
View Loveless Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-07-28 |
| 13F-HR | 2021-05-03 |
| 13F-HR | 2021-01-27 |
| 13F-HR | 2020-10-14 |
| 13F-HR | 2020-08-10 |
| 13F-HR | 2020-04-20 |
View Loveless 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.