Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF | 7 | Q2 2023 | 7.1% |
POWERSHARES QQQ TR | 7 | Q2 2023 | 6.4% |
INVESCO S&P 500 EQUAL WEIGHT ETF | 7 | Q2 2023 | 8.2% |
VANGUARD VALUE ETF | 7 | Q2 2023 | 4.2% |
JPMORGAN EQUITY PREMIUM INCOME ETF | 7 | Q2 2023 | 3.5% |
VANGUARD HEALTH CARE ETF | 7 | Q2 2023 | 4.1% |
SPDR GOLD ETF | 7 | Q2 2023 | 3.5% |
ENERGY SELECT SECTOR SPDR | 7 | Q2 2023 | 3.1% |
SPDR PORTFOLIO S&P 500 ETF | 7 | Q2 2023 | 2.6% |
MICROSOFT | 7 | Q2 2023 | 2.9% |
View NEIRG Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-26 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-31 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-02 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-04 |
13F-HR | 2022-05-11 |
13F-HR | 2022-02-07 |
View NEIRG Wealth Management, 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.