| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 16 | Q3 2023 | 18.3% |
| ISHARES TR | 16 | Q3 2023 | 15.8% |
| SPDR SER TR | 16 | Q3 2023 | 6.2% |
| ISHARES TR | 16 | Q3 2023 | 14.0% |
| ISHARES TR | 16 | Q3 2023 | 4.1% |
| VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 3.0% |
| ISHARES TR | 16 | Q3 2023 | 9.7% |
| ISHARES TR | 16 | Q3 2023 | 2.6% |
| APPLE INC | 16 | Q3 2023 | 1.2% |
| ALPHABET INC | 16 | Q3 2023 | 1.6% |
View CLIENT 1ST ADVISORY GROUP, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-23 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View CLIENT 1ST ADVISORY 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.