$23.4 Million is the total value of Claremont Financial Group, Inc.'s 34 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
HON | Honeywell International Inc | $219,000 | -7.6% | 1,135 | 0.0% | 0.94% | -9.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-08-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard FTSE Developed Markets ETF | 2 | Q1 2022 | 32.5% |
SPDR Gold Shares | 2 | Q1 2022 | 17.0% |
iShares Core S&P Mid-Cap | 2 | Q1 2022 | 13.1% |
iShares Residential & Multisector RE ETF | 2 | Q1 2022 | 11.1% |
Vanguard FTSE Emerging Markets ETF | 2 | Q1 2022 | 11.3% |
PIMCO Active Bond ETF | 2 | Q1 2022 | 7.9% |
SPDR S&P 500 ETF | 2 | Q1 2022 | 3.5% |
Vanguard Growth ETF | 2 | Q1 2022 | 2.9% |
SPDR Portfolio S&P 600 Sm Cap ETF | 2 | Q1 2022 | 1.3% |
Honeywell International Inc | 2 | Q1 2022 | 1.0% |
View Claremont Financial Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2022-08-15 |
13F-HR/A | 2022-08-15 |
13F-HR | 2022-04-15 |
13F-HR | 2022-02-14 |
View Claremont Financial Group, 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.