Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 12 | Q2 2023 | 13.9% |
GOLDMAN SACHS U.S. LARGE CAP EQUITY | 12 | Q2 2023 | 12.8% |
FIRST TRUST US EQUITY OPPORTUNITIES ETF | 12 | Q2 2023 | 13.9% |
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 12 | Q2 2023 | 9.4% |
JANUS HENDERSON SHORT DURATION INCOME ETF | 12 | Q2 2023 | 4.9% |
ISHARES CORE S&P 500 ETF | 12 | Q2 2023 | 4.6% |
WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 12 | Q2 2023 | 4.9% |
TECH SELECT SECTOR SPDR FUND | 12 | Q2 2023 | 6.0% |
MICROSOFT CORP COM | 12 | Q2 2023 | 3.3% |
IQ FTSE INTL EQUITY CURRENCY NEUTRAL | 12 | Q2 2023 | 2.2% |
View Ten Capital Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-07-31 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-09 |
13F-HR | 2022-01-28 |
13F-HR | 2021-11-12 |
13F-HR | 2021-08-12 |
13F-HR | 2021-05-13 |
View Ten Capital 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.