Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 4 | Q2 2024 | 19.2% |
VANGUARD INDEX FDS | 4 | Q2 2024 | 6.7% |
VANGUARD STAR FDS | 4 | Q2 2024 | 5.6% |
THE BALDWIN INSURANCE GRP IN | 4 | Q2 2024 | 3.5% |
ISHARES TR | 4 | Q2 2024 | 3.0% |
ISHARES TR | 4 | Q2 2024 | 2.9% |
MICROSOFT CORP | 4 | Q2 2024 | 3.0% |
APPLE INC | 4 | Q2 2024 | 2.4% |
AMAZON COM INC | 4 | Q2 2024 | 2.4% |
NVIDIA CORPORATION | 4 | Q2 2024 | 2.3% |
View Annis Gardner Whiting Capital Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-20 |
13F-HR | 2024-08-12 |
13F-HR | 2024-05-13 |
13F-HR | 2024-02-09 |
13F-HR | 2023-11-08 |
View Annis Gardner Whiting Capital Advisors, 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.