$217 Million is the total value of Proquility Private Wealth Partners, LLC's 85 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $245,000 | -3.5% | 5,131 | 0.0% | 0.11% | +3.7% | |
| PCY | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $191,000 | -8.6% | 11,266 | 0.0% | 0.09% | -2.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES INC | 15 | Q2 2024 | 6.9% |
| ISHARES TR | 15 | Q2 2024 | 6.2% |
| VANGUARD WORLD FDS | 15 | Q2 2024 | 6.4% |
| SELECT SECTOR SPDR TR | 15 | Q2 2024 | 3.8% |
| ISHARES INC | 15 | Q2 2024 | 3.6% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 4.1% |
| VANGUARD WORLD FDS | 15 | Q2 2024 | 3.2% |
| SELECT SECTOR SPDR TR | 15 | Q2 2024 | 3.3% |
| SELECT SECTOR SPDR TR | 15 | Q2 2024 | 4.2% |
| SELECT SECTOR SPDR TR | 15 | Q2 2024 | 4.0% |
View Proquility Private Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| N-PX | 2024-08-09 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-09-14 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
View Proquility Private Wealth Partners, 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.