Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
J P MORGAN EXCHANGE TRADED F | 7 | Q2 2024 | 8.6% |
SPDR S&P 500 ETF TR | 7 | Q2 2024 | 3.6% |
NVIDIA CORPORATION | 7 | Q2 2024 | 5.4% |
SELECT SECTOR SPDR TR | 7 | Q2 2024 | 3.3% |
APPLE INC | 7 | Q2 2024 | 2.8% |
VANGUARD TAX-MANAGED FDS | 7 | Q2 2024 | 2.5% |
MICROSOFT CORP | 7 | Q2 2024 | 2.6% |
SELECT SECTOR SPDR TR | 7 | Q2 2024 | 2.8% |
ISHARES TR | 7 | Q2 2024 | 2.5% |
VANGUARD INDEX FDS | 7 | Q2 2024 | 2.5% |
View Rockingstone Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-06 |
13F-HR | 2024-07-17 |
13F-HR | 2024-07-09 |
13F-HR | 2024-07-09 |
13F-HR | 2024-07-09 |
13F-HR | 2024-07-09 |
13F-HR | 2024-07-09 |
13F-HR | 2024-07-09 |
View Rockingstone 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.