| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 26 | Q2 2024 | 21.8% |
| ISHARES TR | 26 | Q2 2024 | 9.7% |
| ISHARES TR | 26 | Q2 2024 | 13.5% |
| SPDR SER TR | 26 | Q2 2024 | 6.3% |
| ISHARES TR | 26 | Q2 2024 | 6.6% |
| SPDR GOLD TRUST | 26 | Q2 2024 | 2.6% |
| SPDR SER TR | 26 | Q2 2024 | 2.3% |
| ISHARES TR | 26 | Q2 2024 | 2.1% |
| APPLE INC | 26 | Q2 2024 | 2.0% |
| ISHARES TR | 26 | Q2 2024 | 3.5% |
View Capital Advisory Group Advisory Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-12 |
View Capital Advisory Group Advisory Services, 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.