| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| RAYMOND JAMES FINL INC | 13 | Q4 2021 | 29.3% |
| ISHARES TR | 13 | Q4 2021 | 12.8% |
| VANGUARD SPECIALIZED FUNDS | 13 | Q4 2021 | 5.0% |
| VANGUARD INDEX FDS | 13 | Q4 2021 | 3.7% |
| ISHARES TR | 13 | Q4 2021 | 3.4% |
| WISDOMTREE TR | 13 | Q4 2021 | 4.7% |
| APPLE INC | 13 | Q4 2021 | 2.1% |
| ISHARES TR | 13 | Q4 2021 | 1.5% |
| MICROSOFT CORP | 13 | Q4 2021 | 1.4% |
| ISHARES TR | 13 | Q4 2021 | 2.4% |
View QUEST CAPITAL MANAGEMENT INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-01-31 |
| 13F-HR | 2021-11-01 |
| 13F-HR | 2021-08-09 |
| 13F-HR | 2021-05-10 |
| 13F-HR | 2021-02-02 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-03 |
| 13F-HR | 2020-05-05 |
| 13F-HR | 2020-02-05 |
| 13F-HR/A | 2019-11-14 |
View QUEST CAPITAL MANAGEMENT INC /ADV'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.