| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2010 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 12 | Q2 2024 | 12.2% |
| EXXON MOBIL CORP | 12 | Q2 2024 | 4.3% |
| SELECT SECTOR SPDR TR | 12 | Q2 2024 | 13.5% |
| APPLE INC | 12 | Q2 2024 | 3.9% |
| SELECT SECTOR SPDR TR | 12 | Q2 2024 | 12.5% |
| SPDR SER TR | 12 | Q2 2024 | 10.7% |
| MICROSOFT CORP | 12 | Q2 2024 | 2.8% |
| ABBOTT LABS | 12 | Q2 2024 | 2.0% |
| PEPSICO INC | 12 | Q2 2024 | 1.1% |
| ABBVIE INC | 12 | Q2 2024 | 1.8% |
View McElhenny Sheffield Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-12 |
| N-PX | 2024-07-16 |
| 13F-HR | 2024-07-11 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-14 |
View McElhenny Sheffield Capital 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.