| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 18.6% |
| SPDR SER TR | 15 | Q2 2024 | 15.4% |
| MICROSOFT CORP | 15 | Q2 2024 | 5.3% |
| QUALCOMM INC | 15 | Q2 2024 | 2.9% |
| PROCTER AND GAMBLE CO | 15 | Q2 2024 | 2.6% |
| EXXON MOBIL CORP | 15 | Q2 2024 | 2.7% |
| PEPSICO INC | 15 | Q2 2024 | 2.8% |
| WALMART INC | 15 | Q2 2024 | 2.6% |
| RTX CORPORATION | 15 | Q2 2024 | 2.0% |
| CHURCH & DWIGHT CO INC | 15 | Q2 2024 | 2.0% |
View AllGen Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2023-02-15 |
View AllGen Financial Advisors, Inc.'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.