Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD S&P 500 ETF SHS | 8 | Q3 2023 | 33.0% |
INVESCO QQQ TRUST UNIT SER 1 ETF | 8 | Q3 2023 | 22.2% |
VANGUARD WORLD FD | 8 | Q3 2023 | 10.9% |
SPDR DOW JONES IND UT SER 1 ETF | 8 | Q3 2023 | 6.5% |
VANGUARD STRM INFPROIDX ETF | 8 | Q3 2023 | 5.5% |
INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 ETF | 8 | Q3 2023 | 5.7% |
APPLE INC COM | 8 | Q3 2023 | 2.7% |
AMAZON COM INC COM | 8 | Q3 2023 | 1.9% |
TESLA INC COM | 8 | Q3 2023 | 1.6% |
VANGUARD TOTAL STK MKT ETF | 8 | Q3 2023 | 1.0% |
View Fortune 45 LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-02-07 |
13F-HR | 2023-10-17 |
13F-HR | 2023-07-31 |
13F-HR | 2023-04-17 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-10 |
13F-HR | 2022-07-27 |
13F-HR/A | 2022-05-11 |
13F-HR | 2022-04-12 |
View Fortune 45 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.