Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ALPHABET INC | 2 | Q2 2022 | 6.5% |
ISHARES TR | 2 | Q2 2022 | 7.0% |
VERIZON COMMUNICATIONS INC | 2 | Q2 2022 | 5.2% |
ISHARES INC | 2 | Q2 2022 | 3.8% |
ISHARES TR | 2 | Q2 2022 | 3.6% |
ISHARES TR | 2 | Q2 2022 | 3.0% |
ISHARES TR | 2 | Q2 2022 | 2.4% |
VANGUARD CHARLOTTE FDS | 2 | Q2 2022 | 1.6% |
ZOOM VIDEO COMMUNICATIONS IN | 2 | Q2 2022 | 1.4% |
AT&T INC | 2 | Q2 2022 | 1.0% |
View Urban Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-07-22 |
13F-HR | 2021-02-17 |
View Urban 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.