| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | 11 | Q2 2024 | 24.4% |
| INVESCO QQQ TR UNIT SER 1 | 11 | Q2 2024 | 4.8% |
| SPDR SER TR | 11 | Q2 2024 | 7.1% |
| ISHARES TR | 11 | Q2 2024 | 7.9% |
| AMAZON.COM INC | 11 | Q2 2024 | 4.4% |
| SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS | 11 | Q2 2024 | 3.4% |
| VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF | 11 | Q2 2024 | 3.7% |
| ADVANCED MICRO DEVICES INC | 11 | Q2 2024 | 3.0% |
| SELECT SECTOR SPDR TR | 11 | Q2 2024 | 1.5% |
| VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | 11 | Q2 2024 | 2.7% |
View AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-15 |
View AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP'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.