LI

Longer Investments Inc.

13F
Longer Investments Inc.
Last update 2019-04-22 31 Stocks (8 new)
Value $85.00 Mil Turnover 33 %
Countries:
Top Holdings: IWM(13.08%)DVY(8.51%)LQD(6.75%)PFF(4.97%)XLF(4.90%)
Summary Stock Picks Current Portfolio
Longer Investments Inc. Top Holdings of 2019-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWM
iShares Russell 2000 ETF
72,255
11,062.0
New Holding
13.080
+13.08%
0.020
+19.48%
+3.10%
65,690.6
 
DVY
iShares Select Dividend ETF
73,280
7,195.0
+6.29%
8.510
+0.50%
0.040
+10.18%
+7.35%
20,321.8
 
LQD
iShares iBoxx USD Investment Grade Corporate Bond
iShares iBoxx USD Investment Grade Corporate Bond
47,975
5,712.0
-11.31%
6.750
-0.88%
0.020
+3.49%
+4.16%
27,211.4
 
PFF
iShares U.S. Preferred Stock
115,130
4,208.0
+10.46%
4.970
+0.47%
0.020
+5.82%
+2.36%
14,152.5
 
XLF
Financial Select Sector SPDR
161,160
4,143.0
-22.96%
4.900
-1.46%
0.010
+11.66%
+10.65%
52,128.0
 
BBN
BlackRock Taxable Municipal Bond Trust
BlackRock Taxable Municipal Bond Trust
130,785
2,934.0
-38.43%
3.470
-2.18%
0.220
+1.78%
+2.65%
981.9
Asset Management
CSCO
Cisco Systems Inc
51,075
2,758.0
-1.35%
3.260
-0.04%
0.000
+24.09%
+18.19%
271,735.1
Hardware
GOOGL
Alphabet Inc
44,200
2,601.0
-1.07%
3.080
-0.03%
0.000
+22.60%
+0.73%
2,312,572.8
Interactive Media
CWB
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
49,650
2,594.0
New Holding
3.070
+3.07%
0.080
+13.04%
+10.65%
4,038.9
 
CVX
Chevron Corp
20,285
2,499.0
-0.81%
2.950
-0.02%
0.000
+13.39%
+8.19%
311,327.6
Oil & Gas

Longer Investments Inc.'s Historical Top Holdings Breakdowns

Longer Investments Inc. Total Holding History ($B)

To

Longer Investments Inc.'s Asset Allocation

To

Longer Investments Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Longer Investments Inc.'s Hypothetical Growth since 2019-03-31

Longer Investments Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Longer Investments Inc.'s Holdings Heat Map

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Longer Investments Inc.'s Holdings Bubble Chart

Longer Investments Inc. News

  • 1

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