| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 14 | Q2 2024 | 3.6% |
| COSTCO WHSL CORP NEW | 14 | Q2 2024 | 2.4% |
| AT&T INC | 14 | Q2 2024 | 1.8% |
| EXXON MOBIL CORP | 14 | Q2 2024 | 0.8% |
| DELL TECHNOLOGIES INC | 14 | Q2 2024 | 1.1% |
| VANGUARD SCOTTSDALE FDS | 13 | Q2 2024 | 34.9% |
| ACCENTURE PLC IRELAND | 13 | Q2 2024 | 2.7% |
| TRANE TECHNOLOGIES PLC | 13 | Q2 2024 | 1.5% |
| STERIS PLC | 13 | Q2 2024 | 0.6% |
| POOL CORP | 13 | Q2 2024 | 0.6% |
View OneAscent Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-12 |
View OneAscent Wealth Management 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.