Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB US LARGE CAP GROWTH ETF | 19 | Q2 2024 | 5.5% |
NUVEEN AMT FREE QLTY MUN INCME COM | 19 | Q2 2024 | 4.9% |
SCHWAB US LARGE CAP VALUE ETF | 19 | Q2 2024 | 4.1% |
PIMCO MUN INCOME FD COM | 19 | Q2 2024 | 6.5% |
PIMCO DYNAMIC INCOME FD SHS | 19 | Q2 2024 | 7.0% |
PIMCO MUN INCOME FD III COM | 19 | Q2 2024 | 6.2% |
PROSHARES LARGE CAP CORE PLUS ETF | 19 | Q2 2024 | 5.5% |
SCHWAB ETFS- US SMALL-CAP ETF | 19 | Q2 2024 | 2.5% |
SCHWAB INTERNATIONAL EQUITY ETF | 19 | Q2 2024 | 3.2% |
SCHWAB US MID-CAP ETF | 19 | Q2 2024 | 2.6% |
View GILL CAPITAL PARTNERS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-29 |
13F-HR | 2024-07-10 |
13F-HR | 2024-05-06 |
X-17A-5 | 2024-04-10 |
13F-HR | 2024-01-08 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-19 |
13F-HR | 2023-04-26 |
X-17A-5 | 2023-03-30 |
13F-HR | 2023-01-12 |
View GILL CAPITAL PARTNERS, 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.