| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 6 | Q3 2023 | 13.5% |
| APPLE INC | 6 | Q3 2023 | 12.3% |
| ISHARES TR | 6 | Q3 2023 | 4.4% |
| AMAZON COM INC | 6 | Q3 2023 | 5.9% |
| ALPHABET INC | 6 | Q3 2023 | 5.4% |
| MICROSOFT CORP | 6 | Q3 2023 | 2.9% |
| SPDR S&P 500 ETF TR | 6 | Q3 2023 | 4.0% |
| TESLA INC | 6 | Q3 2023 | 2.0% |
| UNITEDHEALTH GROUP INC | 6 | Q3 2023 | 2.3% |
| STRYKER CORPORATION | 6 | Q3 2023 | 1.8% |
View Global Assets Advisory, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-17 |
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.