| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| C H ROBINSON WORLDWIDE INC | 13 | Q2 2024 | 5.5% |
| SPDR S&P 500 ETF TR | 13 | Q2 2024 | 7.9% |
| US BANCORP DEL | 13 | Q2 2024 | 3.9% |
| APPLE INC | 13 | Q2 2024 | 3.4% |
| SPDR GOLD TR | 13 | Q2 2024 | 4.1% |
| MICROSOFT CORP | 13 | Q2 2024 | 3.2% |
| NVIDIA CORPORATION | 13 | Q2 2024 | 3.5% |
| VISA INC | 13 | Q2 2024 | 2.1% |
| VANGUARD INDEX FDS | 13 | Q2 2024 | 2.0% |
| PEPSICO INC | 13 | Q2 2024 | 1.0% |
View WealthTrust Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-27 |
View WealthTrust Asset Management, 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.