$1.44 Million is the total value of Delphia (USA) Inc.'s 3 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TLT | Buy | ISHARES TR20 yr tr bd etf | $245,752 | -11.5% | 2,771 | +2.7% | 17.03% | +3780.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 68.9% |
| APPLE INC | 7 | Q2 2023 | 3.2% |
| TESLA INC | 7 | Q2 2023 | 1.7% |
| ALPHABET INC | 7 | Q2 2023 | 2.2% |
| PBF ENERGY INC | 7 | Q2 2023 | 1.6% |
| ABBOTT LABS | 7 | Q2 2023 | 1.3% |
| THERMO FISHER SCIENTIFIC INC | 7 | Q2 2023 | 1.0% |
| NIKE INC | 7 | Q2 2023 | 1.2% |
| PROCTER AND GAMBLE CO | 7 | Q2 2023 | 0.9% |
| COCA COLA CO | 7 | Q2 2023 | 0.8% |
View Delphia (USA) Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Delphia (USA) Inc.'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.