| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
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.