Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 9 | Q4 2023 | 20.5% |
ISHARES TR | 9 | Q4 2023 | 12.6% |
SPDR S&P 500 ETF TR | 9 | Q4 2023 | 6.9% |
APPLE INC | 9 | Q4 2023 | 5.0% |
ISHARES TR | 9 | Q4 2023 | 5.4% |
NVIDIA CORPORATION | 9 | Q4 2023 | 8.6% |
ISHARES TR | 9 | Q4 2023 | 5.5% |
ISHARES TR | 9 | Q4 2023 | 4.4% |
ISHARES TR | 9 | Q4 2023 | 4.3% |
INVESCO QQQ TR | 9 | Q4 2023 | 3.6% |
View PROVENCE WEALTH MANAGEMENT GROUP's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-09-03 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-27 |
13F-HR | 2023-02-02 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-18 |
13F-HR | 2022-05-10 |
13F-HR | 2022-05-02 |
View PROVENCE WEALTH MANAGEMENT GROUP'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.