| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Capital Group Growth ETF | 4 | Q2 2024 | 22.8% |
| Invesco S&P 500 Pure Growth ETF | 4 | Q2 2024 | 12.1% |
| SPDR Portfolio S&P 600 Sm Cap ETF | 4 | Q2 2024 | 7.8% |
| Berkshire Hathaway Inc Cl B | 4 | Q2 2024 | 6.7% |
| Microsoft Corp | 4 | Q2 2024 | 4.3% |
| Apple Inc. | 4 | Q2 2024 | 4.4% |
| Wisdomtree Floating Rate Treasury Fund | 4 | Q2 2024 | 4.9% |
| Johnson & Johnson | 4 | Q2 2024 | 3.4% |
| SPDR S&P 600 Small Cap Growth ETF | 4 | Q2 2024 | 2.4% |
| Alphabet Inc Class A | 4 | Q2 2024 | 2.1% |
View Financial Security Advisor, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-08 |
View Financial Security Advisor, 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.