| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 13.7% |
| APPLE INC | 15 | Q2 2024 | 3.8% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 5.1% |
| SPDR GOLD TR | 15 | Q2 2024 | 5.6% |
| SPDR SER TR | 15 | Q2 2024 | 3.3% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 13.2% |
| ISHARES TR | 15 | Q2 2024 | 3.6% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 4.2% |
| VERIZON COMMUNICATIONS INC | 15 | Q2 2024 | 2.0% |
| MICROSOFT CORP | 15 | Q2 2024 | 1.5% |
View WNY Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-21 |
| 13F-HR | 2023-12-14 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-19 |
View WNY Asset Management, 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.