| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VISA INC | 10 | Q2 2024 | 9.4% |
| ALPHABET INC | 10 | Q2 2024 | 9.8% |
| MICROSOFT CORP | 10 | Q2 2024 | 8.4% |
| ASML HOLDING N V | 10 | Q2 2024 | 9.2% |
| BERKSHIRE HATHAWAY INC DEL | 10 | Q2 2024 | 7.5% |
| REPUBLIC SVCS INC | 10 | Q2 2024 | 5.6% |
| EXXON MOBIL CORP | 10 | Q2 2024 | 5.2% |
| VERTEX PHARMACEUTICALS INC | 10 | Q2 2024 | 2.9% |
| APPLE INC | 10 | Q2 2024 | 3.4% |
| ACCENTURE PLC IRELAND | 10 | Q2 2024 | 0.9% |
View Heirloom Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-31 |
| N-PX | 2024-07-09 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-17 |
View Heirloom Wealth Management'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.