| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 4 | Q4 2021 | 62.7% |
| KLA CORP | 4 | Q4 2021 | 0.9% |
| ACCENTURE PLC IRELAND | 4 | Q4 2021 | 0.9% |
| UNITEDHEALTH GROUP INC | 4 | Q4 2021 | 0.9% |
| MCKESSON CORP | 4 | Q4 2021 | 0.9% |
| AMERISOURCEBERGEN CORP | 4 | Q4 2021 | 0.9% |
| TARGET CORP | 4 | Q4 2021 | 0.9% |
| ABBOTT LABS | 4 | Q4 2021 | 0.9% |
| DOVER CORP | 4 | Q4 2021 | 0.8% |
| ROBERT HALF INTL INC | 4 | Q4 2021 | 0.8% |
View Innovative Portfolios's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2022-06-10 |
| 13F-HR/A | 2022-06-06 |
| 13F-HR/A | 2022-06-06 |
| 13F-HR/A | 2022-06-06 |
| 13F-HR/A | 2022-06-06 |
| 13F-HR | 2022-02-03 |
| 13F-HR | 2021-11-03 |
| 13F-HR | 2021-08-16 |
| 13F-HR/A | 2021-05-11 |
| 13F-HR | 2021-05-11 |
View Innovative Portfolios'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.