Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P500 ETF TRUST TR UNIT ETF | 14 | Q2 2023 | 8.4% |
ISHARES TR | 14 | Q2 2023 | 7.6% |
APPLE INC COM | 14 | Q2 2023 | 17.8% |
SPDR SER TR | 14 | Q2 2023 | 7.8% |
ISHARES TR | 14 | Q2 2023 | 4.4% |
INVESCO QQQ TR | 14 | Q2 2023 | 3.7% |
JPMORGAN CHASE & CO. COM | 14 | Q2 2023 | 3.7% |
LILLY ELI CO | 14 | Q2 2023 | 2.9% |
ISHARES TRUST RUSSELL 2000 ETF | 14 | Q2 2023 | 4.2% |
ISHARES TRUST MSCI EAFE ETF | 14 | Q2 2023 | 4.3% |
View Wealth Advisory Solutions, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-02-08 |
13F-HR | 2024-02-07 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-16 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-16 |
13F-HR | 2021-11-03 |
View Wealth Advisory Solutions, 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.