Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 6 | Q3 2023 | 5.4% |
APPLE INC | 6 | Q3 2023 | 4.2% |
ISHARES TR | 6 | Q3 2023 | 6.4% |
THERMO FISHER SCIENTIFIC INC | 6 | Q3 2023 | 1.9% |
ALPHABET INC | 6 | Q3 2023 | 2.1% |
VANGUARD SCOTTSDALE FDS | 6 | Q3 2023 | 2.6% |
SPDR SER TR | 6 | Q3 2023 | 2.0% |
SALESFORCE INC | 6 | Q3 2023 | 1.6% |
VANGUARD SCOTTSDALE FDS | 6 | Q3 2023 | 1.5% |
HOME DEPOT INC | 6 | Q3 2023 | 1.5% |
View TRANSATLANTIQUE PRIVATE WEALTH LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-04 |
13F-HR | 2022-08-01 |
View TRANSATLANTIQUE PRIVATE WEALTH 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.