Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
LISTED FD TR | 4 | Q3 2023 | 8.5% |
COLUMBIA ETF TR II | 4 | Q3 2023 | 4.2% |
J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 3.6% |
SPDR GOLD TR | 4 | Q3 2023 | 4.3% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 4.2% |
INVESCO EXCH TRADED FD TR II | 4 | Q3 2023 | 6.2% |
BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 2.6% |
VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 3.6% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 2.9% |
CNX RES CORP | 4 | Q3 2023 | 1.9% |
View PETRA FINANCIAL ADVISORS INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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.