| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 11 | Q2 2024 | 20.6% |
| NVIDIA CORPORATION COM | 11 | Q2 2024 | 11.9% |
| MICROSOFT CORP COM | 11 | Q2 2024 | 8.8% |
| FIRST BK WILLIAMSTOWN NEW JERS COM | 11 | Q2 2024 | 5.7% |
| INVESCO FTSE RAFI US 1000 ETF | 11 | Q2 2024 | 5.5% |
| ISHARES TR | 11 | Q2 2024 | 4.3% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 11 | Q2 2024 | 4.9% |
| ABBVIE INC COM | 11 | Q2 2024 | 3.4% |
| SCHWAB US DIVIDEND EQUITY ETF | 11 | Q2 2024 | 3.3% |
| ISHARES TR | 11 | Q2 2024 | 2.5% |
View Capital Market Strategies LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-01 |
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-18 |
View Capital Market Strategies 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.