Latest statistics and disclosures from Leo H. Evart's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHD, SCHG, BIV, BND, RSPH, and represent 48.08% of Leo H. Evart's stock portfolio.
- Added to shares of these 6 stocks: RSPH, SRE, AGG, SCHZ, UNH, SBUX.
- Reduced shares in these 10 stocks: SCHD, BSV, VUG, VIG, VYM, BIV, SCHG, MSFT, VO, SCHA.
- Sold out of its position in VYM.
- Leo H. Evart was a net seller of stock by $-46k.
- Leo H. Evart has $65M in assets under management (AUM), dropping by -9.55%.
- Central Index Key (CIK): 0001920405
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Portfolio Holdings for Leo H. Evart
Leo H. Evart holds 34 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Past Filings by Leo H. Evart
SEC 13F filings are viewable for Leo H. Evart going back to 2021
- Leo H. Evart 2023 Q3 filed Nov. 15, 2023
- Leo H. Evart 2023 Q2 filed Aug. 7, 2023
- Leo H. Evart 2023 Q1 filed May 8, 2023
- Leo H. Evart 2022 Q4 filed Jan. 20, 2023
- Leo H. Evart 2022 Q3 restated filed Jan. 19, 2023
- Leo H. Evart 2022 Q3 filed Nov. 3, 2022
- Leo H. Evart 2022 Q2 filed July 21, 2022
- Leo H. Evart 2022 Q1 filed May 11, 2022
- Leo H. Evart 2021 Q4 filed March 31, 2022