| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2009 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 9 | Q2 2024 | 19.1% |
| ISHARES TR | 9 | Q2 2024 | 9.5% |
| AMAZON COM INC | 9 | Q2 2024 | 11.2% |
| EATON VANCE ENHANCED EQUITY | 9 | Q2 2024 | 2.4% |
| EXXON MOBIL CORP | 8 | Q1 2024 | 13.5% |
| ISHARES TR | 8 | Q2 2024 | 4.3% |
| ALPHABET INC | 8 | Q1 2024 | 5.4% |
| MICROSOFT CORP | 8 | Q2 2024 | 4.1% |
| STRYKER CORPORATION | 8 | Q2 2024 | 1.8% |
| ISHARES TR | 8 | Q2 2024 | 1.8% |
View Global Assets Advisory, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-06 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-12 |
| 13F-HR/A | 2024-02-16 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-04 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-10 |
View Global Assets Advisory, 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.