Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2012 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TRUST | 15 | Q2 2023 | 32.7% |
ISHARES TR | 15 | Q2 2023 | 20.5% |
SPDR SER TR | 15 | Q2 2023 | 41.7% |
ISHARES TR | 15 | Q2 2023 | 9.4% |
APPLE INC COM | 15 | Q2 2023 | 1.6% |
INVESCO QQQ TRUST | 15 | Q2 2023 | 2.6% |
MICROSOFT CORP COM | 15 | Q2 2023 | 0.4% |
HOME DEPOT INC COM | 15 | Q2 2023 | 0.4% |
ALPHABET INC CAP STK CL C | 15 | Q2 2023 | 0.3% |
SPDR SER TR | 14 | Q2 2023 | 31.5% |
View AFFINIA FINANCIAL GROUP, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-08-08 |
13F-HR | 2023-05-04 |
13F-HR | 2023-01-31 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-25 |
13F-HR | 2022-01-20 |
13F-HR | 2021-11-03 |
13F-HR | 2021-08-13 |
13F-HR | 2021-05-17 |
View AFFINIA 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.