$167 Million is the total value of Strong Tower Advisory Services's 91 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BA | New | BOEING CO | $4,354,601 | – | 22,860 | +100.0% | 2.61% | – |
COIN | New | COINBASE GLOBAL INC | $239,059 | – | 6,755 | +100.0% | 0.14% | – |
HELE | New | HELEN OF TROY LTD | $204,962 | – | 1,848 | +100.0% | 0.12% | – |
SPY | New | SPDR S&P 500 ETF TRtr unit | $201,064 | – | 525 | +100.0% | 0.12% | – |
PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $155,666 | – | 24,247 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-20
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AMAZON COM INC | 9 | Q3 2023 | 7.4% |
UNITEDHEALTH GROUP INC | 9 | Q3 2023 | 6.4% |
TESLA INC | 9 | Q3 2023 | 8.1% |
APPLE INC | 9 | Q3 2023 | 4.7% |
MICROSOFT CORP | 9 | Q3 2023 | 4.0% |
ALPHABET INC | 9 | Q3 2023 | 3.8% |
VISA INC | 9 | Q3 2023 | 2.2% |
BERKSHIRE HATHAWAY INC DEL | 9 | Q3 2023 | 2.1% |
LULULEMON ATHLETICA INC | 9 | Q3 2023 | 2.1% |
GOLDMAN SACHS GROUP INC | 9 | Q3 2023 | 2.3% |
View Strong Tower Advisory Services's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-12 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-14 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-14 |
13F-HR | 2022-08-10 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-18 |
View Strong Tower Advisory Services'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.