| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q2 2024 | 9.6% |
| DISNEY WALT CO | 19 | Q2 2024 | 20.0% |
| WISDOMTREE TR | 19 | Q2 2024 | 8.4% |
| MICROSOFT CORP | 19 | Q2 2024 | 5.0% |
| ISHARES TR | 19 | Q2 2024 | 3.6% |
| JOHNSON & JOHNSON | 19 | Q2 2024 | 4.0% |
| INCYTE CORP | 19 | Q2 2024 | 6.2% |
| WISDOMTREE TR | 19 | Q2 2024 | 2.5% |
| AMAZON COM INC | 19 | Q2 2024 | 3.1% |
| EXXON MOBIL CORP | 19 | Q2 2024 | 2.9% |
View Key FInancial Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-30 |
| 13F-HR/A | 2024-05-13 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-28 |
View Key FInancial Inc'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.