$107 Million is the total value of Urban Wealth Management, LLC's 108 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-17
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.