| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FD | 1 | Q2 2024 | 12.7% |
| INVESCO EXCH TRADED FD TR II | 1 | Q2 2024 | 11.4% |
| ELI LILLY & CO | 1 | Q2 2024 | 8.5% |
| ISHARES TR | 1 | Q2 2024 | 7.7% |
| VANGUARD WORLD FD | 1 | Q2 2024 | 7.0% |
| ISHARES TR | 1 | Q2 2024 | 6.9% |
| VANGUARD WORLD FD | 1 | Q2 2024 | 6.9% |
| VANGUARD WORLD FD | 1 | Q2 2024 | 5.3% |
| SELECT SECTOR SPDR TR | 1 | Q2 2024 | 4.5% |
| SELECT SECTOR SPDR TR | 1 | Q2 2024 | 4.4% |
View Wall Street Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-02 |
| N-PX | 2024-08-02 |
View Wall Street Financial Group, 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.