$104 Million is the total value of Spotlight Asset Group, Inc.'s 271 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 12.0% |
| ISHARES TR | 12 | Q3 2023 | 13.6% |
| APPLE INC COM | 12 | Q3 2023 | 14.2% |
| ISHARES TR | 12 | Q3 2023 | 7.0% |
| ISHARES TR | 12 | Q3 2023 | 4.9% |
| AMAZON COM INC COM | 12 | Q3 2023 | 6.4% |
| META PLATFORMS INC CL A | 12 | Q3 2023 | 5.0% |
| ISHARES INC | 12 | Q3 2023 | 7.5% |
| ISHARES TR | 12 | Q3 2023 | 4.5% |
| ISHARES TR | 12 | Q3 2023 | 5.1% |
View Spotlight Asset Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2022-11-18 |
| 13F-HR | 2021-10-28 |
| 13F-HR | 2021-08-11 |
| 13F-HR | 2021-04-07 |
| 13F-HR | 2021-02-08 |
View Spotlight Asset Group, Inc.'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.