$163 Million is the total value of Slagle Financial, LLC's 118 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPHD | TIMOTHY PLANhig dv stk etf | $228,068 | -2.8% | 7,450 | 0.0% | 0.14% | -4.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 2 | Q3 2023 | 4.9% |
| MICROSOFT CORP | 2 | Q3 2023 | 3.7% |
| PROCTER AND GAMBLE CO | 2 | Q3 2023 | 3.7% |
| EXXON MOBIL CORP | 2 | Q3 2023 | 3.3% |
| SPDR SER TR | 2 | Q3 2023 | 2.8% |
| CHEVRON CORP NEW | 2 | Q3 2023 | 2.7% |
| NVIDIA CORPORATION | 2 | Q3 2023 | 2.3% |
| JPMORGAN CHASE & CO | 2 | Q3 2023 | 2.3% |
| ALTRIA GROUP INC | 2 | Q3 2023 | 2.0% |
| OLD REP INTL CORP | 2 | Q3 2023 | 2.1% |
View Slagle Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-03-05 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
View Slagle 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.