$149 Million is the total value of ARQ WEALTH ADVISORS, LLC's 48 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QEFA | New | SPDR INDEX SHS FDSmsci eafe strtgc | $6,036,000 | – | 83,631 | +100.0% | 4.06% | – |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $3,499,000 | – | 43,812 | +100.0% | 2.36% | – |
| AVEM | New | AMERICAN CENTY ETF TRavantis emgmkt | $1,194,000 | – | 20,136 | +100.0% | 0.80% | – |
| BUFD | New | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $989,000 | – | 46,608 | +100.0% | 0.67% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
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.