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Longer Investments Inc.13F | |
| Longer Investments Inc. | |
| Last update 2019-04-22 | 31 Stocks (8 new) |
| Value $85.00 Mil | Turnover 33 % |
Longer Investments Inc. Top Holdings of 2019-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWM | iShares Russell 2000 ETF | 72,255 | 11,062.0 | New Holding | 13.080 | +13.08% | 0.020 | -6.79% | -8.12% | 61,982.0 | ||
DVY | iShares Select Dividend ETF | 73,280 | 7,195.0 | +6.29% | 8.510 | +0.50% | 0.040 | -3.91% | +0.04% | 19,234.6 | ||
LQD | iShares iBoxx USD Investment Grade Corporate Bond | 47,975 | 5,712.0 | -11.31% | 6.750 | -0.88% | 0.020 | -0.67% | +1.01% | 29,514.3 | ||
PFF | iShares U.S. Preferred Stock | 115,130 | 4,208.0 | +10.46% | 4.970 | +0.47% | 0.020 | -3.28% | -2.16% | 13,577.7 | ||
XLF | Financial Select Sector SPDR | 161,160 | 4,143.0 | -22.96% | 4.900 | -1.46% | 0.010 | -1.02% | +3.93% | 50,007.2 | ||
BBN | BlackRock Taxable Municipal Bond Trust | 130,785 | 2,934.0 | -38.43% | 3.470 | -2.18% | 0.220 | -4.93% | -0.97% | 958.4 | Asset Management | |
CSCO | Cisco Systems Inc | 51,075 | 2,758.0 | -1.35% | 3.260 | -0.04% | 0.000 | -0.70% | +8.05% | 249,915.5 | Hardware | |
GOOGL | Alphabet Inc | 44,200 | 2,601.0 | -1.07% | 3.080 | -0.03% | 0.000 | -6.12% | -10.90% | 2,050,455.6 | Interactive Media | |
CWB | SPDR Bloomberg Convertible Securities ETF | 49,650 | 2,594.0 | New Holding | 3.070 | +3.07% | 0.080 | +0.18% | +2.85% | 3,749.6 | ||
CVX | Chevron Corp | 20,285 | 2,499.0 | -0.81% | 2.950 | -0.02% | 0.000 | -11.93% | -3.52% | 236,518.1 | Oil & Gas |
Longer Investments Inc.'s Historical Top Holdings Breakdowns
Longer Investments Inc. Total Holding History ($B)
Longer Investments Inc.'s Asset Allocation
Longer Investments Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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