$186 Million is the total value of Investors Financial Group, LLC's 203 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSX | Exit | CSX CORP | $0 | – | -2,085 | -100.0% | -0.12% | – |
| TCF | Exit | TCF FINL CORP | $0 | – | -4,403 | -100.0% | -0.12% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -562 | -100.0% | -0.12% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -1,515 | -100.0% | -0.13% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -4,988 | -100.0% | -0.15% | – |
| GTO | Exit | INVESCO ACTIVELY MANAGED ETFtotal return | $0 | – | -4,703 | -100.0% | -0.15% | – |
| FLRN | Exit | SPDR SER TRblomberg brc inv | $0 | – | -8,911 | -100.0% | -0.16% | – |
| SPTL | Exit | SPDR SER TRportfolio ln tsr | $0 | – | -9,095 | -100.0% | -0.21% | – |
| GWPH | Exit | GW PHARMACEUTICALS PLCads | $0 | – | -7,541 | -100.0% | -0.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 9 | Q4 2021 | 9.3% |
| 3M CO | 9 | Q4 2021 | 6.7% |
| APPLE INC | 9 | Q4 2021 | 4.9% |
| SPDR S&P 500 ETF TR | 9 | Q4 2021 | 3.0% |
| INVESCO QQQ TR | 9 | Q4 2021 | 2.7% |
| CORTEVA INC | 9 | Q4 2021 | 2.4% |
| BERKSHIRE HATHAWAY INC DEL | 9 | Q4 2021 | 2.4% |
| ISHARES US ETF TR | 9 | Q4 2021 | 3.1% |
| VANGUARD WORLD FDS | 9 | Q4 2021 | 1.8% |
| ISHARES TR | 9 | Q4 2021 | 2.3% |
View Investors Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-01-14 |
| 13F-HR | 2021-10-21 |
| 13F-HR | 2021-07-29 |
| 13F-HR | 2021-04-14 |
| 13F-HR | 2021-01-19 |
| 13F-HR | 2020-10-14 |
| 13F-HR | 2020-07-10 |
| 13F-HR | 2020-04-09 |
| 13F-HR | 2020-01-27 |
View Investors Financial Group, 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.