| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GGN | Exit | GAMCO GLOBAL GOLD NAT RES & | $0 | – | -10,000 | -100.0% | -0.05% | – |
| NCV | Exit | VIRTUS CONVERTIBLE & INCOME | $0 | – | -13,000 | -100.0% | -0.06% | – |
| IGD | Exit | VOYA GLBL EQTY DIV & PREM OP | $0 | – | -11,500 | -100.0% | -0.09% | – |
| CIG | Exit | CIA ENERGETICA DE MINAS GERAsp adr n-v pfd | $0 | – | -60,361 | -100.0% | -0.17% | – |
| BGS | Exit | B & G FOODS INC NEW | $0 | – | -12,410 | -100.0% | -0.19% | – |
| GBDC | Exit | GOLUB CAP BDC INC | $0 | – | -13,200 | -100.0% | -0.24% | – |
| GNK | Exit | GENCO SHIPPING & TRADING LTD | $0 | – | -11,950 | -100.0% | -0.25% | – |
| TPVG | Exit | TRIPLEPOINT VENTURE GROWTH B | $0 | – | -17,700 | -100.0% | -0.26% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -2,000 | -100.0% | -0.28% | – |
| LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -2,577 | -100.0% | -0.30% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -600 | -100.0% | -0.30% | – |
| TOL | Exit | TOLL BROTHERS INC | $0 | – | -4,600 | -100.0% | -0.32% | – |
| ACRE | Exit | ARES COML REAL ESTATE CORP | $0 | – | -22,433 | -100.0% | -0.32% | – |
| STLA | Exit | STELLANTIS N.V | $0 | – | -17,009 | -100.0% | -0.33% | – |
| BG | Exit | BUNGE LIMITED | $0 | – | -2,550 | -100.0% | -0.35% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -4,150 | -100.0% | -0.35% | – |
| DTE | Exit | DTE ENERGY CO | $0 | – | -2,200 | -100.0% | -0.36% | – |
| ARCC | Exit | ARES CAPITAL CORP | $0 | – | -14,250 | -100.0% | -0.36% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -14,850 | -100.0% | -0.37% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -1,565 | -100.0% | -0.39% | – |
| GLW | Exit | CORNING INC | $0 | – | -9,275 | -100.0% | -0.41% | – |
| WHF | Exit | WHITEHORSE FIN INC | $0 | – | -23,100 | -100.0% | -0.42% | – |
| CLF | Exit | CLEVELAND-CLIFFS INC NEW | $0 | – | -18,770 | -100.0% | -0.42% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -9,440 | -100.0% | -0.44% | – |
| VICI | Exit | VICI PPTYS INC | $0 | – | -9,925 | -100.0% | -0.44% | – |
| DOC | Exit | PHYSICIANS RLTY TR | $0 | – | -22,400 | -100.0% | -0.45% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -620 | -100.0% | -0.48% | – |
| QRVO | Exit | QORVO INC | $0 | – | -3,900 | -100.0% | -0.49% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -1,500 | -100.0% | -0.49% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -3,825 | -100.0% | -0.51% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -15,435 | -100.0% | -0.52% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -1,905 | -100.0% | -0.53% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -3,075 | -100.0% | -0.56% | – |
| UCTT | Exit | ULTRA CLEAN HLDGS INC | $0 | – | -12,757 | -100.0% | -0.58% | – |
| BACPRL | Exit | BK OF AMERICA CORP7.25%cnv pfd l | $0 | – | -372 | -100.0% | -0.60% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -4,758 | -100.0% | -0.61% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -4,175 | -100.0% | -0.64% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -8,300 | -100.0% | -0.66% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -3,065 | -100.0% | -0.69% | – |
| VIAC | Exit | PARAMOUNT GLOBAL | $0 | – | -38,100 | -100.0% | -0.89% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -7,360 | -100.0% | -0.90% | – |
| BLW | Exit | BLACKROCK LTD DURATION INCOM | $0 | – | -50,583 | -100.0% | -0.91% | – |
| MPW | Exit | MEDICAL PPTYS TRUST INC | $0 | – | -60,960 | -100.0% | -0.94% | – |
| TDTT | Exit | FLEXSHARES TRiboxx 3r targt | $0 | – | -29,000 | -100.0% | -0.94% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -10,269 | -100.0% | -1.02% | – |
| DFAU | Exit | DIMENSIONAL ETF TRUSTus core eqt mkt | $0 | – | -27,416 | -100.0% | -1.02% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -9,065 | -100.0% | -1.14% | – |
| BXMT | Exit | BLACKSTONE MTG TR INC | $0 | – | -39,980 | -100.0% | -1.17% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -4,915 | -100.0% | -1.20% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -10,490 | -100.0% | -1.24% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -23,038 | -100.0% | -1.24% | – |
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -12,800 | -100.0% | -1.26% | – |
| TM | Exit | TOYOTA MOTOR CORPads | $0 | – | -6,730 | -100.0% | -1.27% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -6,210 | -100.0% | -1.38% | – |
| CBRE | Exit | CBRE GROUP INCcl a | $0 | – | -13,177 | -100.0% | -1.40% | – |
| PHM | Exit | PULTE GROUP INC | $0 | – | -22,327 | -100.0% | -1.40% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -14,385 | -100.0% | -1.48% | – |
| V | Exit | VISA INC | $0 | – | -5,700 | -100.0% | -1.63% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -31,550 | -100.0% | -1.66% | – |
| PGR | Exit | PROGRESSIVE CORP | $0 | – | -9,440 | -100.0% | -1.69% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -14,099 | -100.0% | -1.69% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -2,940 | -100.0% | -1.70% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -31,695 | -100.0% | -1.72% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -4,835 | -100.0% | -1.85% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -12,882 | -100.0% | -1.89% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -5,807 | -100.0% | -1.92% | – |
| TRTN | Exit | TRITON INTL LTDcl a | $0 | – | -20,550 | -100.0% | -1.95% | – |
| ASO | Exit | ACADEMY SPORTS & OUTDOORS IN | $0 | – | -27,709 | -100.0% | -2.01% | – |
| CCS | Exit | CENTURY CMNTYS INC | $0 | – | -33,960 | -100.0% | -2.34% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -25,623 | -100.0% | -2.63% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -5,500 | -100.0% | -2.64% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -11,639 | -100.0% | -2.88% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -2,994 | -100.0% | -2.93% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -7,079 | -100.0% | -3.47% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -23,062 | -100.0% | -3.86% | – |
| PFE | Exit | PFIZER INC | $0 | – | -71,624 | -100.0% | -5.06% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -12,953 | -100.0% | -5.52% | – |
| NVEE | Exit | NV5 GLOBAL INC | $0 | – | -34,869 | -100.0% | -6.37% | – |
| AAPL | Exit | APPLE INC | $0 | – | -36,240 | -100.0% | -6.50% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 9 | Q4 2022 | 10.2% |
| NV5 GLOBAL INC | 9 | Q4 2022 | 6.6% |
| BERKSHIRE HATHAWAY INC DEL | 9 | Q4 2022 | 5.7% |
| PFIZER INC | 9 | Q4 2022 | 5.5% |
| TAIWAN SEMICONDUCTOR MFG LTD | 9 | Q4 2022 | 4.5% |
| ARISTA NETWORKS INC | 9 | Q4 2022 | 4.1% |
| UNITED RENTALS INC | 9 | Q4 2022 | 3.5% |
| BLACKROCK INC | 9 | Q4 2022 | 3.5% |
| DISNEY WALT CO | 9 | Q4 2022 | 3.9% |
| MASTERCARD INCORPORATED | 9 | Q4 2022 | 3.0% |
View Capital Financial Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-11 |
View Capital Financial Services, 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.