| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE U S | 12 | Q2 2024 | 14.6% |
| STRYKER CORPORATION | 12 | Q2 2024 | 13.3% |
| APPLE INC | 12 | Q2 2024 | 6.6% |
| FIRST TRUST | 12 | Q2 2024 | 5.3% |
| ETF SER SOLUTIONS | 12 | Q2 2024 | 5.2% |
| FIRST TRUST | 12 | Q2 2024 | 6.3% |
| MICROSOFT CORP | 12 | Q2 2024 | 5.0% |
| FIRST TRUST | 12 | Q2 2024 | 4.3% |
| SPDR SER TR | 12 | Q2 2024 | 3.3% |
| VANGUARD TOTAL | 12 | Q2 2024 | 2.5% |
View 626 Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-12 |
View 626 Financial, 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.