| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 9 | Q2 2024 | 7.1% |
| ISHARES TR | 9 | Q2 2024 | 6.8% |
| SPDR S&P 500 ETF Trust | 9 | Q2 2024 | 2.0% |
| Tesla Motors Inc | 9 | Q2 2024 | 0.9% |
| UNITEDHEALTH GROUP INC | 9 | Q2 2024 | 0.7% |
| PARSONS CORP DEL | 9 | Q2 2024 | 0.7% |
| PALANTIR TECHNOLOGIES INC | 9 | Q2 2024 | 0.5% |
| Alphabet Inc A | 9 | Q2 2024 | 0.8% |
| The Carlyle Group Inc | 9 | Q2 2024 | 0.3% |
| FIRST TR EXCHNG TRADED FD VI | 8 | Q2 2024 | 16.8% |
View EdgeRock Capital LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-02-14 |
| 13F-HR/A | 2022-10-14 |
| 13F-HR | 2022-10-05 |
View EdgeRock Capital 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.