Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TRUST | 12 | Q3 2023 | 36.4% |
QUALCOMM INC COM | 12 | Q3 2023 | 4.5% |
ASTRAZENECA PLC SPONSORED ADR | 12 | Q3 2023 | 5.4% |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 12 | Q3 2023 | 3.7% |
SANOFI SPONSORED ADR | 12 | Q3 2023 | 4.7% |
APPLE INC COM | 12 | Q3 2023 | 2.7% |
GENTEX CORP COM | 12 | Q3 2023 | 3.1% |
ABBVIE INC COM | 12 | Q3 2023 | 2.9% |
POPULAR INC COM NEW | 12 | Q3 2023 | 2.3% |
ENTERPRISE PRODS PARTNERS L P COM | 12 | Q3 2023 | 2.3% |
View OAK FAMILY ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-02-02 |
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.