| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LISTED FD TR | 7 | Q2 2024 | 8.5% |
| COLUMBIA ETF TR II | 7 | Q2 2024 | 4.2% |
| J P MORGAN EXCHANGE TRADED F | 7 | Q2 2024 | 3.9% |
| SPDR GOLD TR | 7 | Q2 2024 | 4.3% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 4.2% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 2.9% |
| INVESCO EXCH TRADED FD TR II | 7 | Q2 2024 | 6.2% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q2 2024 | 2.6% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 3.6% |
| CNX RES CORP | 7 | Q2 2024 | 1.9% |
View PETRA FINANCIAL ADVISORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX/A | 2024-08-21 |
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-04-10 |
View PETRA 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.