$141 Million is the total value of Tranquilli Financial Advisor LLC's 81 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $529,000 | +17.3% | 1 | 0.0% | 0.38% | +19.0% | |
| NYCB | NEW YORK CMNTY BANCORP INC | $474,000 | -12.2% | 44,188 | 0.0% | 0.34% | -10.8% | |
| ES | EVERSOURCE ENERGY | $442,000 | -3.1% | 5,016 | 0.0% | 0.31% | -1.6% | |
| AAPL | APPLE INC | $351,000 | -1.7% | 2,008 | 0.0% | 0.25% | 0.0% | |
| AMRX | AMNEAL PHARMACEUTICALS INC | $298,000 | -12.9% | 71,414 | 0.0% | 0.21% | -11.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 45.0% |
| INVESCO EXCHANGE TRADED FD T | 12 | Q3 2023 | 4.1% |
| SPDR SER TR | 12 | Q3 2023 | 3.0% |
| ISHARES TR | 12 | Q3 2023 | 4.0% |
| SPDR SER TR | 12 | Q3 2023 | 3.1% |
| FIRST TR EXCHNG TRADED FD VI | 12 | Q3 2023 | 1.7% |
| BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 1.3% |
| META PLATFORMS INC | 12 | Q3 2023 | 0.8% |
| ALPHABET INC | 12 | Q3 2023 | 0.7% |
| AMAZON COM INC | 12 | Q3 2023 | 0.6% |
View Tranquilli Financial Advisor LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-10 |
View Tranquilli Financial Advisor 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.