| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GOLDMAN SACHS ETF TR | 7 | Q2 2024 | 13.3% |
| ISHARES TR | 7 | Q2 2024 | 4.2% |
| APPLE INC | 7 | Q2 2024 | 4.4% |
| MICROSOFT CORP | 7 | Q2 2024 | 4.2% |
| AMAZON COM INC | 7 | Q2 2024 | 4.0% |
| ISHARES TR | 7 | Q2 2024 | 3.4% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 2.9% |
| JPMORGAN CHASE & CO. | 7 | Q2 2024 | 2.5% |
| ISHARES TR | 7 | Q2 2024 | 2.4% |
| SPDR SER TR | 7 | Q2 2024 | 2.2% |
View Worth Financial Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-02 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-13 |
View Worth Financial Advisory Group, 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.