| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 13.3% |
| ALPHABET INC | 8 | Q3 2023 | 10.9% |
| MICROSOFT CORP | 8 | Q3 2023 | 7.9% |
| JPMORGAN CHASE & CO | 8 | Q3 2023 | 7.6% |
| UNITED RENTALS INC | 8 | Q3 2023 | 7.5% |
| VISA INC | 8 | Q3 2023 | 6.0% |
| BK OF AMERICA CORP | 8 | Q3 2023 | 6.1% |
| UNITEDHEALTH GROUP INC | 8 | Q3 2023 | 6.1% |
| AMAZON COM INC | 8 | Q3 2023 | 7.5% |
| INTUIT | 8 | Q3 2023 | 5.3% |
View Charles Carroll Financial Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-01-21 |
View Charles Carroll Financial Partners, 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.