| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE U.S. HIGH DIVIDEND FUND | 5 | Q2 2024 | 9.4% |
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 5 | Q2 2024 | 7.2% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 5 | Q2 2024 | 5.6% |
| SPDR S&P 500 ETF TRUST | 5 | Q2 2024 | 7.0% |
| WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | 5 | Q2 2024 | 4.9% |
| WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | 5 | Q2 2024 | 4.6% |
| APPLE INC COM | 5 | Q2 2024 | 4.3% |
| MICROSOFT CORP COM | 5 | Q2 2024 | 3.6% |
| ISHARES NATIONAL MUNI BOND ETF | 5 | Q2 2024 | 3.5% |
| ISHARES PREFERRED & INCOME SECURITIES ETF | 5 | Q2 2024 | 6.0% |
View INVENIO WEALTH PARTNERS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
View INVENIO WEALTH PARTNERS 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.