| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 4 | Q4 2020 | 74.5% |
| INVESCO QQQ TRUST ETF | 4 | Q4 2020 | 3.0% |
| AMAZON COM INC | 4 | Q4 2020 | 2.6% |
| SPDR S&P 500 ETF TR | 4 | Q4 2020 | 2.5% |
| MICROSOFT CORP | 4 | Q4 2020 | 2.2% |
| SPDR DOW JONES INDL AVRG ETF | 4 | Q4 2020 | 2.4% |
| TESLA MOTORS INC | 4 | Q4 2020 | 2.9% |
| MONGO DB INC | 4 | Q4 2020 | 1.7% |
| TWILIO INC | 4 | Q4 2020 | 1.2% |
| VANGUARD DIVIDEND APPRECIATION ETF | 4 | Q4 2020 | 1.2% |
View Paul John Balson's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-02-17 |
| 13F-HR | 2020-11-16 |
| 13F-HR | 2020-08-13 |
| 13F-HR | 2020-05-15 |
View Paul John Balson'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.