$137 Million is the total value of Capital Wealth Alliance, LLC's 122 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
OUNZ | VANECK MERK GOLD TRUSTgold trust | $2,448,000 | -2.8% | 136,936 | 0.0% | 1.79% | -20.8% | |
SGOL | ABERDEEN STANDARD PHYSICAL GOLD SHARES ETF | $793,000 | -2.8% | 44,950 | 0.0% | 0.58% | -21.0% | |
BRKA | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS Acl a | $350,000 | +9.4% | 1 | 0.0% | 0.26% | -11.1% | |
SIVR | ABERDEEN STANDARD PHYSICAL SILVER SHARES ETF | $273,000 | +13.3% | 10,696 | 0.0% | 0.20% | -7.8% | |
CWST | CASELLA WASTE SYSTEMS INCORPORATED CLASS Acl a | $209,000 | +4.0% | 3,600 | 0.0% | 0.15% | -15.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-05
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ABBOTT LABS | 16 | Q3 2023 | 9.6% |
ISHARES TR RUS 1000 ETF | 16 | Q3 2023 | 3.7% |
ABBVIE INCORPORATED | 16 | Q3 2023 | 3.2% |
VANECK MERK GOLD TRUST | 16 | Q3 2023 | 3.0% |
VANECK VECTORS GOLD MINERS ETF | 16 | Q3 2023 | 2.7% |
APPLE INCORPORATED | 16 | Q3 2023 | 2.7% |
TWO RDS SHARED TR ANFIELD US EQUITY SECTOR | 16 | Q3 2023 | 2.5% |
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | 16 | Q3 2023 | 1.8% |
GAMCO GLOBAL GOLD, NATURAL RESOURCES & INCOME TRUST | 16 | Q3 2023 | 2.0% |
ISHARES TR MSCI EAFE ETF | 16 | Q3 2023 | 2.6% |
View Capital Wealth Alliance, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-24 |
13F-HR | 2023-11-06 |
13F-HR | 2023-07-21 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-01 |
13F-HR | 2022-11-09 |
13F-HR/A | 2022-09-23 |
13F-HR | 2022-08-02 |
13F-HR | 2022-05-16 |
13F-HR | 2022-01-27 |
View Capital Wealth Alliance, 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.