| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF | 10 | Q2 2024 | 28.2% |
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 10 | Q2 2024 | 14.6% |
| APPLE INC COM | 10 | Q2 2024 | 3.2% |
| INVESCO QQQ TRUST SERIES I | 10 | Q2 2024 | 10.2% |
| INVESCO SENIOR LOAN ETF | 10 | Q2 2024 | 4.5% |
| SCHWAB US DIVIDEND EQUITY ETF | 10 | Q2 2024 | 3.5% |
| MICROSOFT CORP COM | 10 | Q2 2024 | 2.8% |
| AGF U.S. MARKET NEUTRAL ANTI-BETA FUND | 10 | Q2 2024 | 2.3% |
| SCHWAB U.S. LARGE-CAP ETF | 10 | Q2 2024 | 2.1% |
| NVIDIA CORPORATION COM | 10 | Q2 2024 | 2.3% |
View Worth Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-31 |
| 13F-HR | 2024-07-11 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-08 |
View Worth Asset 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.