| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 15 | Q2 2024 | 36.4% |
| QUALCOMM INC COM | 15 | Q2 2024 | 4.6% |
| ASTRAZENECA PLC SPONSORED ADR | 15 | Q2 2024 | 5.4% |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 15 | Q2 2024 | 5.1% |
| APPLE INC COM | 15 | Q2 2024 | 2.7% |
| GENTEX CORP COM | 15 | Q2 2024 | 3.1% |
| ABBVIE INC COM | 15 | Q2 2024 | 2.9% |
| ENTERPRISE PRODS PARTNERS L P COM | 15 | Q2 2024 | 2.3% |
| ALPHABET INC CAP STK CL A | 15 | Q2 2024 | 3.0% |
| EOG RES INC COM | 15 | Q2 2024 | 3.2% |
View OAK FAMILY ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-03 |
View OAK FAMILY ADVISORS, 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.