$208 Million is the total value of DHJJ Financial Advisors, Ltd.'s 136 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 7.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $23,084,000 | -8.9% | 63,761 | +0.2% | 11.08% | -6.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $18,230,000 | -2.8% | 67,500 | +1.8% | 8.75% | -0.6% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $9,470,000 | -1.4% | 119,425 | +0.5% | 4.54% | +0.9% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $7,341,000 | -4.7% | 35,367 | +2.1% | 3.52% | -2.5% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $7,250,000 | -3.5% | 95,061 | +1.8% | 3.48% | -1.3% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $6,900,000 | -7.3% | 91,915 | +102.1% | 3.31% | -5.2% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $6,749,000 | +0.8% | 158,465 | +1.9% | 3.24% | +3.2% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $5,973,000 | -0.7% | 76,053 | +7.1% | 2.87% | +1.5% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,238,000 | -4.6% | 32,157 | +0.6% | 2.51% | -2.4% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $4,767,000 | +13.6% | 100,950 | +17.8% | 2.29% | +16.2% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $4,219,000 | -9.6% | 15,161 | -0.7% | 2.02% | -7.5% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,547,000 | -2.7% | 7,832 | +2.2% | 1.70% | -0.5% |
| UPS | UNITED PARCEL SERVICE INCcl b | $3,493,000 | -3.6% | 16,905 | 0.0% | 1.68% | -1.4% | |
| FNOV | Sell | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $3,481,000 | -6.4% | 91,622 | -4.0% | 1.67% | -4.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $3,479,000 | -0.0% | 72,613 | +113.8% | 1.67% | +2.2% |
| BJAN | Buy | INNOVATOR ETFS TRus eqty bufr jan | $3,163,000 | -0.6% | 87,416 | +2.4% | 1.52% | +1.7% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $3,007,000 | +6.6% | 56,135 | +124.8% | 1.44% | +9.0% |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $2,894,000 | -2.9% | 66,621 | +2.3% | 1.39% | -0.7% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $2,511,000 | -12.0% | 9,702 | -0.2% | 1.20% | -10.1% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $2,475,000 | -19.6% | 13,096 | -3.8% | 1.19% | -17.7% |
| DNOV | Sell | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $2,222,000 | -7.9% | 64,233 | -6.0% | 1.07% | -5.8% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,044,000 | -2.0% | 21,386 | +0.6% | 0.98% | +0.2% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $2,016,000 | -8.2% | 7,004 | +3.4% | 0.97% | -6.1% |
| RHS | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $2,011,000 | -1.1% | 11,746 | -1.9% | 0.96% | +1.2% |
| KOCT | Sell | INNOVATOR ETFS TRus sml cp pwr b | $1,971,000 | -3.9% | 74,246 | -0.3% | 0.95% | -1.7% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,910,000 | +2.7% | 51,602 | +8.0% | 0.92% | +5.0% |
| AAPL | APPLE INC | $1,867,000 | -1.8% | 10,712 | 0.0% | 0.90% | +0.4% | |
| CAT | CATERPILLAR INC | $1,856,000 | +6.3% | 8,444 | 0.0% | 0.89% | +8.8% | |
| NJAN | Buy | INNOVATOR ETFS TRgrwt100 pwr bf | $1,857,000 | +16.1% | 45,750 | +21.5% | 0.89% | +18.6% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $1,727,000 | -0.7% | 8,686 | -0.2% | 0.83% | +1.6% |
| PAPR | Sell | INNOVATOR ETFS TRus eqt pwr buf | $1,683,000 | +0.7% | 56,210 | -1.4% | 0.81% | +3.1% |
| BSEP | Sell | INNOVATOR ETFS TRus eqty buf sep | $1,682,000 | -3.4% | 51,545 | -1.2% | 0.81% | -1.2% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,643,000 | -5.0% | 30,856 | +1.7% | 0.79% | -2.8% |
| FNX | Sell | FIRST TR MID CAP CORE ALPHAD | $1,616,000 | -4.2% | 16,385 | -1.2% | 0.78% | -2.0% |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $1,515,000 | -7.1% | 25,898 | -0.1% | 0.73% | -5.0% |
| KJAN | Buy | INNOVATOR ETFS TRus sml cp pwr b | $1,512,000 | +2.4% | 48,299 | +6.1% | 0.73% | +4.8% |
| BFEB | Sell | INNOVATOR ETFS TRus eqty bufr feb | $1,312,000 | -11.2% | 40,553 | -11.8% | 0.63% | -9.1% |
| BAPR | Sell | INNOVATOR ETFS TRus eqt bufr apr | $1,153,000 | +1.8% | 33,784 | -0.5% | 0.55% | +3.9% |
| PSEP | Buy | INNOVATOR ETFS TRus eqty pwr buf | $1,124,000 | -0.9% | 37,428 | +0.3% | 0.54% | +1.3% |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $1,076,000 | +2.8% | 23,296 | +6.5% | 0.52% | +5.1% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,044,000 | -1.0% | 15,385 | +0.1% | 0.50% | +1.2% |
| IJAN | Buy | INNOVATOR ETFS TRintrnl dev jan | $1,035,000 | +1.1% | 39,159 | +4.8% | 0.50% | +3.5% |
| NJUL | Buy | INNOVATOR ETFS TRgrwt100 pwr buf | $1,019,000 | -1.3% | 21,592 | +0.7% | 0.49% | +1.0% |
| PMAY | INNOVATOR ETFS TRus eqty pwr buf | $979,000 | +0.3% | 31,935 | 0.0% | 0.47% | +2.6% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $965,000 | +17.7% | 2,743 | 0.0% | 0.46% | +20.3% | |
| FSMB | Sell | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $958,000 | -5.1% | 47,711 | -1.6% | 0.46% | -2.7% |
| NOCT | Buy | INNOVATOR ETFS TRgrwt100 pwr buf | $955,000 | +9.6% | 24,159 | +12.2% | 0.46% | +12.0% |
| FFEB | Sell | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $940,000 | -1.4% | 24,630 | -0.6% | 0.45% | +0.9% |
| BJUN | Sell | INNOVATOR ETFS TRus eqty bufr jun | $929,000 | -1.1% | 27,047 | -0.6% | 0.45% | +1.1% |
| MCD | Sell | MCDONALDS CORP | $904,000 | -10.8% | 3,628 | -4.0% | 0.43% | -8.6% |
| IWB | ISHARES TRrus 1000 etf | $878,000 | -5.0% | 3,495 | 0.0% | 0.42% | -3.0% | |
| BMAR | Sell | INNOVATOR ETFS TRus eqty bufr mar | $866,000 | -12.2% | 24,731 | -13.1% | 0.42% | -10.2% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $826,000 | +0.5% | 25,438 | +0.6% | 0.40% | +2.6% |
| AMZN | AMAZON COM INC | $811,000 | -2.3% | 248 | 0.0% | 0.39% | 0.0% | |
| PMAR | Buy | INNOVATOR ETFS TRus eqty pwr buf | $804,000 | +17.2% | 24,905 | +14.5% | 0.39% | +19.9% |
| AZBO | Sell | AIM ETF PRODUCTS TRUSTus lrg cp bufr20 | $788,000 | -1.5% | 28,653 | -0.8% | 0.38% | +0.8% |
| USB | Sell | US BANCORP DEL | $786,000 | -17.8% | 14,866 | -20.9% | 0.38% | -16.0% |
| BJUL | Sell | INNOVATOR ETFS TRus eqty bufr jul | $776,000 | -1.9% | 23,535 | -0.7% | 0.37% | +0.3% |
| PJUN | INNOVATOR ETFS TRus eqty pwr buf | $753,000 | 0.0% | 23,371 | 0.0% | 0.36% | +2.3% | |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $702,000 | +6.0% | 10,985 | +9.3% | 0.34% | +8.4% |
| BAUG | Buy | INNOVATOR ETFS TRus equt bufr aug | $699,000 | +1.0% | 21,337 | +3.0% | 0.34% | +3.1% |
| BOCT | Sell | INNOVATOR ETFS TRus eqty buf oct | $697,000 | -3.2% | 20,467 | -1.7% | 0.33% | -1.2% |
| SDY | Buy | SPDR SER TRs&p divid etf | $695,000 | +45.4% | 5,365 | +45.0% | 0.33% | +48.7% |
| FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $646,000 | -2.0% | 13,452 | -2.0% | 0.31% | +0.3% |
| PJAN | Buy | INNOVATOR ETFS TRus eqty pwr buf | $637,000 | +21.8% | 19,588 | +21.2% | 0.31% | +24.9% |
| PAUG | Sell | INNOVATOR ETFS TRus eqty pwr bf | $627,000 | -1.1% | 20,777 | -0.3% | 0.30% | +1.3% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $607,000 | +0.7% | 2,356 | +4.0% | 0.29% | +2.8% |
| Buy | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $601,000 | +22.9% | 30,036 | +26.2% | 0.29% | +25.8% | |
| TSJA | Buy | INNOVATOR ETFS TRtriple stkr jan | $575,000 | -0.2% | 20,251 | +6.5% | 0.28% | +2.2% |
| TSOC | Sell | INNOVATOR ETFS TRtriple stker oct | $575,000 | -12.2% | 18,214 | -9.9% | 0.28% | -10.1% |
| MSFT | MICROSOFT CORP | $567,000 | -8.0% | 1,831 | 0.0% | 0.27% | -5.9% | |
| NAPR | Sell | INNOVATOR ETFS TRgrwt100 pwr bf | $566,000 | -2.7% | 14,455 | -3.7% | 0.27% | -0.4% |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $563,000 | -4.6% | 20,359 | 0.0% | 0.27% | -2.5% | |
| DBJA | Buy | INNOVATOR ETFS TRdouble stackr 9 | $552,000 | +14.8% | 20,108 | +23.7% | 0.26% | +17.3% |
| NKE | NIKE INCcl b | $553,000 | -20.0% | 4,143 | 0.0% | 0.26% | -18.2% | |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $545,000 | +12.6% | 7,606 | +15.2% | 0.26% | +15.4% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $542,000 | -5.1% | 10,039 | +100.1% | 0.26% | -3.0% |
| DBOC | Buy | INNOVATOR ETFS TRdouble stackr 9 | $542,000 | +13.4% | 18,161 | +14.9% | 0.26% | +16.1% |
| FJUL | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $538,000 | -1.1% | 14,881 | 0.0% | 0.26% | +1.2% | |
| BMAY | INNOVATOR ETFS TRus eqty bufr mar | $523,000 | -1.3% | 15,971 | 0.0% | 0.25% | +0.8% | |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $523,000 | -3.3% | 1,688 | 0.0% | 0.25% | -1.2% | |
| KJUL | Buy | INNOVATOR ETFS TRus sml cp pwr b | $501,000 | -2.3% | 19,423 | +0.1% | 0.24% | -0.4% |
| MRK | MERCK & CO INC | $483,000 | +9.0% | 5,782 | 0.0% | 0.23% | +11.5% | |
| KAPR | Sell | INNOVATOR ETFS TRus sml cp pwr et | $475,000 | -2.5% | 17,658 | -0.1% | 0.23% | 0.0% |
| BUFD | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $457,000 | +26.6% | 20,565 | +22.1% | 0.22% | +29.6% |
| BDEC | INNOVATOR ETFS TRus eqty buf dec | $452,000 | -4.4% | 13,181 | 0.0% | 0.22% | -2.3% | |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $444,000 | +5.0% | 15,873 | -6.4% | 0.21% | +7.6% |
| UJAN | Sell | INNOVATOR ETFS TRus eqt ultra bf | $434,000 | -3.3% | 14,031 | -1.2% | 0.21% | -1.4% |
| PJUL | Buy | INNOVATOR ETFS TRus eqty pwr buf | $426,000 | +4.4% | 13,880 | +4.9% | 0.20% | +6.8% |
| UAPR | Sell | INNOVATOR ETFS TRus eqt ultra bf | $419,000 | -4.6% | 15,811 | -5.3% | 0.20% | -2.4% |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $416,000 | 0.0% | 1,752 | 0.0% | 0.20% | +2.6% | |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $398,000 | -4.3% | 4,502 | -4.6% | 0.19% | -2.1% |
| DFEB | Sell | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $389,000 | -4.4% | 10,850 | -6.0% | 0.19% | -2.1% |
| BNOV | INNOVATOR ETFS TRus eqty buf nov | $383,000 | -2.5% | 11,936 | 0.0% | 0.18% | 0.0% | |
| PNOV | Buy | INNOVATOR ETFS TRus eqty pwr buf | $375,000 | +18.7% | 12,290 | +20.8% | 0.18% | +21.6% |
| USEP | Sell | INNOVATOR ETFS TRus eqty ultra b | $375,000 | -1.8% | 13,235 | -0.7% | 0.18% | +0.6% |
| PFEB | Buy | INNOVATOR ETFS TRus eqty pwr buf | $369,000 | +7.0% | 12,548 | +6.2% | 0.18% | +9.3% |
| UFEB | Sell | INNOVATOR ETFS TRus eqt ultra bfr | $361,000 | -5.0% | 12,880 | -5.3% | 0.17% | -2.8% |
| POCT | Buy | INNOVATOR ETFS TRus eqty pwr buf | $354,000 | +3.8% | 11,710 | +4.6% | 0.17% | +6.2% |
| FYX | Buy | FIRST TR SML CP CORE ALPHA F | $346,000 | -2.0% | 3,748 | +3.1% | 0.17% | 0.0% |
| XBAP | INNOVATOR ETFS TRus equity accele | $341,000 | +2.4% | 12,132 | 0.0% | 0.16% | +5.1% | |
| FJAN | New | FIRST TR EXCHNG TRADED FD VIft cboe vest bfr | $333,000 | – | 9,557 | +100.0% | 0.16% | – |
| HD | HOME DEPOT INC | $332,000 | -27.4% | 1,101 | 0.0% | 0.16% | -25.7% | |
| FSEP | Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $329,000 | +1.5% | 9,304 | +4.5% | 0.16% | +3.9% |
| DSEP | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $325,000 | -0.9% | 9,900 | 0.0% | 0.16% | +1.3% | |
| JNJ | JOHNSON & JOHNSON | $318,000 | +4.3% | 1,785 | 0.0% | 0.15% | +7.0% | |
| New | INNOVATOR ETFS TRladerd alctn pwr | $316,000 | – | 8,106 | +100.0% | 0.15% | – | |
| FMHI | Buy | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $315,000 | +10.5% | 6,101 | +24.7% | 0.15% | +12.7% |
| IJUL | Buy | INNOVATOR ETFS TRintrnl dev july | $300,000 | +2.4% | 12,546 | +5.0% | 0.14% | +5.1% |
| PDEC | Buy | INNOVATOR ETFS TRus eqty pwr buf | $289,000 | -3.3% | 9,262 | +0.4% | 0.14% | -0.7% |
| MA | MASTERCARD INCORPORATEDcl a | $284,000 | +1.4% | 780 | 0.0% | 0.14% | +3.8% | |
| PHB | Sell | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $279,000 | -9.7% | 15,221 | -4.4% | 0.13% | -7.6% |
| FOCT | FIRST TR EXCHNG TRADED FD VIvest us eqty buf | $259,000 | -1.9% | 7,395 | 0.0% | 0.12% | 0.0% | |
| AVGO | BROADCOM INC | $258,000 | -5.5% | 411 | 0.0% | 0.12% | -3.1% | |
| AZBA | AIM ETF PRODUCTS TRUSTus lrg cp buf20 | $258,000 | +12.7% | 8,480 | 0.0% | 0.12% | +15.9% | |
| JPM | Sell | JPMORGAN CHASE & CO | $256,000 | -15.0% | 1,895 | -0.4% | 0.12% | -12.8% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $255,000 | +0.8% | 4,348 | +0.9% | 0.12% | +2.5% |
| VUG | VANGUARD INDEX FDSgrowth etf | $253,000 | -10.0% | 877 | 0.0% | 0.12% | -8.3% | |
| FMAR | Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest mar | $252,000 | +20.0% | 7,448 | +17.8% | 0.12% | +22.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $252,000 | -1.2% | 89 | +1.1% | 0.12% | +0.8% |
| UAUG | INNOVATOR ETFS TRus eqt ultra bf | $248,000 | -0.8% | 8,543 | 0.0% | 0.12% | +1.7% | |
| GOOG | ALPHABET INCcap stk cl c | $248,000 | -2.7% | 88 | 0.0% | 0.12% | -0.8% | |
| ABBV | New | ABBVIE INC | $240,000 | – | 1,476 | +100.0% | 0.12% | – |
| IWR | ISHARES TRrus mid cap etf | $235,000 | -5.6% | 3,000 | 0.0% | 0.11% | -3.4% | |
| QMAR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $236,000 | +4.9% | 10,415 | +4.9% | 0.11% | +6.6% |
| FB | Buy | META PLATFORMS INCcl a | $234,000 | -33.1% | 1,041 | +0.4% | 0.11% | -31.7% |
| UOCT | Buy | INNOVATOR ETFS TRus eqty ultra b | $229,000 | +7.5% | 8,085 | +8.0% | 0.11% | +10.0% |
| FAPR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $228,000 | -2.6% | 7,070 | -1.4% | 0.11% | -0.9% |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $223,000 | – | 4,569 | +100.0% | 0.11% | – |
| EJAN | Buy | INNOVATOR ETFS TRemrgng mkt jan | $215,000 | -0.9% | 7,506 | +2.5% | 0.10% | +1.0% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $215,000 | -17.0% | 15,945 | -7.8% | 0.10% | -15.6% |
| BUFR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $212,000 | – | 8,910 | +100.0% | 0.10% | – |
| AZBJ | New | AIM ETF PRODUCTS TRUSTus lrg cp bufr20 | $211,000 | – | 8,050 | +100.0% | 0.10% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $209,000 | – | 973 | +100.0% | 0.10% | – |
| FJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $204,000 | – | 5,385 | +100.0% | 0.10% | – |
| FCT | Sell | FIRST TR SR FLTG RATE INCOME | $190,000 | -8.7% | 15,275 | -11.6% | 0.09% | -7.1% |
| UNOV | Exit | INNOVATOR ETFS TRus eqty ultra bu | $0 | – | -6,908 | -100.0% | -0.10% | – |
| LDSF | Exit | FIRST TR EXCHNG TRADED FD VIlow dur strtgc | $0 | – | -13,525 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 12 | Q3 2023 | 13.5% |
| ISHARES TR | 12 | Q3 2023 | 10.1% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.9% |
| ISHARES TR | 12 | Q3 2023 | 4.1% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 3.6% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 3.6% |
| FIRST TR VALUE LINE DIVID IN | 12 | Q3 2023 | 3.5% |
| FIRST TR EXCHANGE-TRADED FD | 12 | Q3 2023 | 3.3% |
| VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 3.0% |
| ISHARES TR | 12 | Q3 2023 | 2.5% |
View DHJJ Financial Advisors, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-01-21 |
View DHJJ Financial Advisors, Ltd.'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.