$93.5 Million is the total value of Alterity Financial Group, LLC's 92 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 14.6% |
| THERMO FISHER SCIENTIFIC INC | 8 | Q3 2023 | 4.2% |
| NVIDIA CORPORATION | 8 | Q3 2023 | 5.9% |
| HONEYWELL INTL INC | 8 | Q3 2023 | 4.5% |
| BROADCOM INC | 8 | Q3 2023 | 4.2% |
| Visa Inc Com Cl A | 8 | Q3 2023 | 3.0% |
| JOHNSON & JOHNSON | 8 | Q3 2023 | 3.6% |
| MICROSOFT CORP | 8 | Q3 2023 | 3.2% |
| AMAZON COM INC | 8 | Q3 2023 | 3.9% |
| SALESFORCE INC | 8 | Q3 2023 | 3.4% |
View Alterity Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-14 |
View Alterity Financial Group, 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.