Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 12 | Q3 2023 | 19.6% |
ISHARES TR | 12 | Q3 2023 | 7.5% |
CVS HEALTH CORP | 12 | Q3 2023 | 0.6% |
SYSCO CORP | 12 | Q3 2023 | 0.4% |
ISHARES TR | 11 | Q3 2023 | 15.0% |
ISHARES TR | 11 | Q3 2023 | 7.0% |
EXXON MOBIL CORP | 11 | Q3 2023 | 0.6% |
SCHWAB STRATEGIC TR | 11 | Q3 2023 | 0.3% |
ISHARES TR | 10 | Q3 2023 | 12.3% |
ISHARES TR | 10 | Q3 2023 | 10.1% |
View Williams Financial, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-10 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-27 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-11 |
13F-HR | 2023-01-17 |
13F-HR | 2022-10-13 |
13F-HR | 2022-08-26 |
13F-HR | 2022-04-19 |
13F-HR | 2022-02-02 |
View Williams Financial, 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.