Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 3 | Q3 2023 | 7.8% |
MICROSOFT CORP | 3 | Q3 2023 | 7.5% |
ALPHABET INC | 3 | Q3 2023 | 6.0% |
AMAZON COM INC | 3 | Q3 2023 | 4.6% |
VISA INC | 3 | Q3 2023 | 3.9% |
BROADCOM INC | 3 | Q3 2023 | 3.7% |
BERKSHIRE HATHAWAY INC DEL | 3 | Q3 2023 | 3.5% |
LOWES COS INC | 3 | Q3 2023 | 2.8% |
MONDELEZ INTL INC | 3 | Q3 2023 | 2.7% |
ISHARES TR | 3 | Q3 2023 | 2.4% |
View Avalon Trust Co's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-07 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-09 |
13F-HR | 2023-05-11 |
View Avalon Trust Co'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.