$156 Million is the total value of ARQ WEALTH ADVISORS, LLC's 49 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,800,000 | – | 25,208 | +100.0% | 2.44% | – |
| AMWL | New | AMERICAN WELL CORPcl a | $1,081,000 | – | 85,955 | +100.0% | 0.69% | – |
| HON | New | HONEYWELL INTL INC | $847,000 | – | 3,861 | +100.0% | 0.54% | – |
| MO | New | ALTRIA GROUP INC | $246,000 | – | 5,153 | +100.0% | 0.16% | – |
| VOO | New | VANGUARD INDEX FDS | $206,000 | – | 524 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR INDEX SHS FDS | 15 | Q3 2023 | 12.4% |
| ISHARES TR | 15 | Q3 2023 | 8.2% |
| ISHARES TR | 15 | Q3 2023 | 8.1% |
| SPDR SER TR | 15 | Q3 2023 | 7.6% |
| SPDR SER TR | 15 | Q3 2023 | 8.6% |
| SPDR SER TR | 15 | Q3 2023 | 5.7% |
| VANGUARD TAX-MANAGED INTL FD | 15 | Q3 2023 | 4.0% |
| ISHARES TR | 15 | Q3 2023 | 4.1% |
| SPDR SER TR | 15 | Q3 2023 | 2.9% |
| SPDR SER TR | 15 | Q3 2023 | 2.5% |
View ARQ WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-27 |
| 13F-HR | 2023-11-30 |
| 13F-HR | 2023-08-18 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-05 |
View ARQ WEALTH ADVISORS, 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.