| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 4 | Q3 2023 | 49.0% |
| INVESCO QQQ TRUST UNIT SER 1 ETF | 4 | Q3 2023 | 8.0% |
| INVESCO S&P 500 TOP 50 ETF | 4 | Q3 2023 | 7.1% |
| VANGUARD GROWTH ETF | 4 | Q3 2023 | 6.0% |
| ISHARES TRUST MSCI USA MIN VOL FACTOR ETF | 4 | Q3 2023 | 8.4% |
| SCHWAB US DIVIDEND EQUITY ETF | 4 | Q3 2023 | 2.4% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 4 | Q3 2023 | 6.5% |
| VANECK MORNINGSTAR WIDE MOAT ETF | 4 | Q3 2023 | 2.8% |
| VANGUARD INF TECH ETF | 4 | Q3 2023 | 5.6% |
| SPDR GOLD TRUST GOLD SHS ETF | 4 | Q3 2023 | 2.6% |
View VitalStone Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-21 |
| 13F-HR/A | 2023-05-16 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-01-30 |
View VitalStone Financial, 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.