Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
WISDOMTREE TRUST US LARGECAP FUND ETF | 19 | Q2 2024 | 19.5% |
WISDOMTREE US EFFICIENT CORE US MULTIFACTOR ETF | 19 | Q2 2024 | 15.1% |
SPDR GOLD TRUST GOLD SHS ETF | 19 | Q2 2024 | 14.7% |
WISDOMTREE TRUST US MIDCAP DIVID ETF | 19 | Q2 2024 | 5.1% |
ALLIANCEBERNSTEIN NATL MUNI IN COM | 19 | Q2 2024 | 4.0% |
APPLE INC COM | 19 | Q2 2024 | 2.5% |
VANGUARD S&P 500 ETF SHS | 19 | Q2 2024 | 5.7% |
UNITEDHEALTH GROUP INC COM | 19 | Q2 2024 | 1.2% |
BNY MELLON MUN INCOME INC | 19 | Q2 2024 | 1.2% |
SPDR INDEX SHS FDS | 19 | Q2 2024 | 1.2% |
View Private Wealth Strategies, L.L.C.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-01 |
13F-HR | 2024-05-14 |
13F-HR | 2024-02-12 |
13F-HR | 2023-10-10 |
13F-HR | 2023-08-07 |
13F-HR/A | 2023-05-08 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-13 |
13F-HR | 2022-10-18 |
13F-HR | 2022-07-26 |
View Private Wealth Strategies, L.L.C.'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.