| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE S&P500 | 17 | Q2 2024 | 19.3% |
| APPLE INC | 17 | Q2 2024 | 4.8% |
| ISHARES TR CORE S&P MCP | 17 | Q2 2024 | 4.6% |
| ISHARES TR MSCI USA QLT FCT | 17 | Q2 2024 | 7.2% |
| INVESCO QQQ TR UNIT SER 1 | 17 | Q2 2024 | 6.7% |
| MICROSOFT CORP | 17 | Q2 2024 | 2.3% |
| SPDR GOLD TRUST | 17 | Q2 2024 | 3.6% |
| AMAZON.COM, INC | 17 | Q2 2024 | 3.0% |
| JOHNSON &JOHNSON COM USD1.00 | 17 | Q2 2024 | 2.1% |
| WAL-MART STORES INC | 17 | Q2 2024 | 1.1% |
View Wealth Quarterback LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Wealth Quarterback 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.