| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| META PLATFORMS INC | 7 | Q2 2024 | 21.1% |
| UNITEDHEALTH GROUP INC | 7 | Q2 2024 | 5.7% |
| APPLE INC | 7 | Q2 2024 | 4.1% |
| ABBVIE INC | 7 | Q2 2024 | 4.1% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q2 2024 | 3.6% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 3.6% |
| MICROSOFT CORP | 7 | Q2 2024 | 3.4% |
| ISHARES TR | 7 | Q2 2024 | 5.1% |
| ISHARES TR | 7 | Q2 2024 | 3.3% |
| SELECT SECTOR SPDR TR | 7 | Q2 2024 | 3.2% |
View SP Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-07 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-01 |
View SP 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.