$198 Million is the total value of WNY Asset Management, LLC's 93 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 12 | Q3 2023 | 13.7% |
APPLE INC | 12 | Q3 2023 | 3.8% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 5.1% |
SCHWAB STRATEGIC TR | 12 | Q3 2023 | 13.2% |
SPDR SER TR | 12 | Q3 2023 | 3.3% |
ISHARES TR | 12 | Q3 2023 | 3.6% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 4.2% |
SPDR GOLD TR | 12 | Q3 2023 | 5.6% |
VERIZON COMMUNICATIONS INC | 12 | Q3 2023 | 2.0% |
MICROSOFT CORP | 12 | Q3 2023 | 1.5% |
View WNY Asset Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-02-15 |
13F-HR | 2021-11-09 |
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.