| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 4 | Q3 2023 | 4.1% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 3.4% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 3.5% |
| VANGUARD STAR FDS | 4 | Q3 2023 | 2.7% |
| MICROSOFT CORP | 4 | Q3 2023 | 2.2% |
| JPMORGAN CHASE & CO | 4 | Q3 2023 | 2.1% |
| BLACKSTONE INC | 4 | Q3 2023 | 2.1% |
| KRATOS DEFENSE & SEC SOLUTIO | 4 | Q3 2023 | 2.4% |
| SPDR SER TR | 4 | Q3 2023 | 1.9% |
| MDU RES GROUP INC | 4 | Q3 2023 | 2.3% |
View Register Financial Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-14 |
View Register Financial Advisors 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.