$135 Million is the total value of VAUGHAN & Co SECURITIES, INC.'s 52 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2023 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
IWO | 16 | Q3 2023 | 18.8% |
IWF | 16 | Q3 2023 | 14.4% |
GSLC | 16 | Q3 2023 | 12.9% |
ISHARES TR | 16 | Q3 2023 | 11.7% |
WISDOMTREE TR | 16 | Q3 2023 | 14.8% |
ISHARES TR | 16 | Q3 2023 | 6.4% |
ISHARES INC | 16 | Q3 2023 | 7.4% |
APPLE INC | 16 | Q3 2023 | 2.2% |
ISHARES TR | 16 | Q3 2023 | 1.0% |
ISHARES TR | 16 | Q3 2023 | 0.8% |
View VAUGHAN & Co SECURITIES, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-01 |
13F-HR | 2024-01-26 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-18 |
13F-HR | 2023-02-02 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-21 |
13F-HR | 2022-04-21 |
13F-HR | 2022-01-27 |
View VAUGHAN & Co SECURITIES, 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.