Ascent Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
New Hartford, NY
CIK
0001546865
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 157 612,406 IWF, QQQ, AAPL, MDY 13F-HR 1/22/2024 000154686524000001
Q3 2023 160 542,929 IWF, QQQ, AAPL, MDY 13F-HR 10/20/2023 000154686523000003
Q2 2023 157 567,662 IWF, AAPL, QQQ, MDY 13F-HR 8/4/2023 000154686523000002
Q1 2023 147 497,618 IWF, MDY, AAPL, QQQ 13F-HR 4/25/2023 000154686523000001
Q4 2022 141 465,064 IWF, MDY, AAPL, QQQ 13F-HR 2/2/2023 000180728323000002
Q3 2022 131 419,721 IWF, MDY, AAPL, QQQ 13F-HR 11/14/2022 000154686522000004
Q2 2022 134 444,616 IWF, QQQ, MDY, AAPL 13F-HR 8/10/2022 000154686522000003
Q1 2022 147 534,925 IWF, QQQ, AAPL, MDY 13F-HR 5/2/2022 000154686522000002
Q4 2021 145 561,682 IWF, QQQ, MDY, AAPL 13F-HR 1/26/2022 000154686522000001
Q3 2021 148 522,686 IWF, QQQ, MDY, AAPL 13F-HR 11/1/2021 000154686521000004
Q2 2021 148 524,213 IWF, QQQ, MDY, AAPL 13F-HR 7/30/2021 000154686521000003
Q1 2021 121 460,650 IWF, QQQ, MDY, AAPL 13F-HR 4/26/2021 000154686521000002
Q4 2020 116 449,581 IWF, QQQ, AAPL, MDY 13F-HR 2/2/2021 000154686521000001
Q3 2020 111 391,110 IWF, QQQ, AAPL, MDY 13F-HR 10/22/2020 000154686520000005
Q2 2020 107 344,618 IWF, QQQ, AAPL, MDY 13F-HR 7/21/2020 000154686520000003
Q1 2020 107 273,385 QQQ, IWF, AAPL, MDY 13F-HR 4/29/2020 000154686520000002
Q4 2019 118 351,675 IWF, QQQ, MDY, AAPL 13F-HR 1/29/2020 000154686520000001
Q3 2019 117 326,650 IWF, QQQ, MDY, IEMG 13F-HR 10/22/2019 000154686519000025
Q2 2019 118 323,643 IWF, QQQ, MDY, IEMG 13F-HR 7/30/2019 000154686519000004
Q1 2019 138 307,167 IWF, QQQ, MDY, IEMG 13F-HR 5/13/2019 000154686519000003
Q4 2018 118 255,962 IWF, QQQ, MDY, ABT 13F-HR 2/13/2019 000154686519000002
Q3 2018 124 313,498 IWF, QQQ, MDY, IEMG 13F-HR 8/21/2019 000154686519000005
Q2 2018 122 284,300 IWF, QQQ, MDY, IEMG 13F-HR 8/21/2019 000154686519000006
Q1 2018 121 275,094 IWF, QQQ, IEMG, MDY 13F-HR 8/21/2019 000154686519000007
Q4 2017 118 268,579 IWF, QQQ, IEMG, VEA 13F-HR 8/21/2019 000154686519000008
Q3 2017 119 249,773 IWF, QQQ, VEA, IEMG 13F-HR 8/21/2019 000154686519000009
Q2 2017 120 232,512 IWF, QQQ, VEA, MDY 13F-HR 8/21/2019 000154686519000010
Q1 2017 120 221,603 IWF, QQQ, VEA, MDY 13F-HR 8/21/2019 000154686519000011
Q4 2016 114 203,872 IWF, QQQ, MDY, SCZ 13F-HR 8/21/2019 000154686519000012
Q3 2016 116 197,783 IWF, QQQ, SCZ, VEA 13F-HR 8/21/2019 000154686519000013
Q2 2016 115 193,092 IWF, QQQ, SCZ, MDY 13F-HR 8/21/2019 000154686519000014
Q1 2016 108 186,248 IWF, QQQ, SCZ, VEA 13F-HR 8/21/2019 000154686519000015
Q4 2015 105 179,234 IWF, QQQ, SCZ, VEA 13F-HR 8/21/2019 000154686519000016
Q3 2015 105 167,515 VWO, IWF, QQQ, SCZ 13F-HR 8/21/2019 000154686519000017
Q2 2015 115 181,794 VWO, IWF, QQQ, SCZ 13F-HR 8/21/2019 000154686519000018
Q1 2015 113 182,820 VWO, IWF, QQQ, XLV 13F-HR 8/21/2019 000154686519000019
Q4 2014 110 170,294 VWO, IWF, QQQ, SCZ 13F-HR 8/21/2019 000154686519000020
Q3 2014 102 157,427 VWO, IWF, QQQ, SCZ 13F-HR 8/21/2019 000154686519000021
Q2 2014 104 158,271 VWO, IWF, SCZ, QQQ 13F-HR 8/21/2019 000154686519000022
Q1 2014 100 145,781 VWO, IWF, SCZ, IWD 13F-HR 8/22/2019 000154686519000023
Q4 2013 98 141,066 VWO, IWF, SCZ, CVX 13F-HR 8/22/2019 000154686519000024