Donoghue Forlines LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Boston, MA
CIK
0001702435
Alternate names
W. E. Donoghue & Co., LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 226 350,808 SPHY, JPST, BIL, SRLN 13F-HR 11/13/2024 000117266124004608
Q2 2024 220 351,950 SPHY, SPTI, SPAB, SRLN 13F-HR 8/6/2024 000117266124003089
Q1 2024 218 351,050 SPHY, SPAB, SPTI, SRLN 13F-HR 5/7/2024 000117266124002051
Q4 2023 214 319,215 SPHY, FLRN, BIL, TRIMTABS ETF TR 13F-HR 2/7/2024 000117266124000533
Q3 2023 218 280,972 FLRN, SPTL, TRIMTABS ETF TR, GOVT 13F-HR 11/6/2023 000117266123003623
Q2 2023 236 319,746 SJNK, BKLN, SRLN, JNK 13F-HR 8/7/2023 000117266123002764
Q1 2023 215 277,691 JNK, SHY, VGSH, TRIMTABS ETF TR 13F-HR 5/8/2023 000117266123001877
Q4 2022 222 282,724 IEI, SHY, TRIMTABS ETF TR, VGSH 13F-HR 2/8/2023 000117266123000520
Q3 2022 235 277,064 SHY, VGSH, IEI, SCHO 13F-HR 11/7/2022 000117266122002308
Q2 2022 257 382,437 DFNV, VGSH, IEI, SHY 13F-HR 8/8/2022 000117266122001733
Q1 2022 255 461,476 DFNV, IEI, TTAC, TRIMTABS ETF TR 13F-HR 5/16/2022 000117266122001412
Q4 2021 256 591,577 SHYG, BKLN, SRLN, FTSL 13F-HR 2/11/2022 000117266122000352
Q3 2021 199 516,388 SHYG, PSK, DFNV, USHY 13F-HR 11/15/2021 000117266121002281
Q2 2021 198 535,141 SHYG, PSK, HYG, USHY 13F-HR 8/16/2021 000117266121001771
Q1 2021 208 515,091 SHYG, PSK, HYG, HYLB 13F-HR 5/14/2021 000117266121001150
Q4 2020 246 517,598 SHYG, HYG, PSK, HYLB 13F-HR 2/9/2021 000117266121000293
Q3 2020 117 364,856 JPST, LQD, SHYG, QUAL 13F-HR 11/16/2020 000117266120002216
Q2 2020 62 383,284 JPST, SHY, LQD, QUAL 13F-HR 8/10/2020 000117266120001619
Q1 2020 59 443,513 BIL, SHY, VGSH, SCHO 13F-HR 5/12/2020 000117266120001190
Q4 2019 151 644,922 NEAR, EMB, SHYG, PFF 13F-HR 1/27/2020 000117266120000251
Q3 2019 155 702,540 NEAR, QUAL, EMB, PFF 13F-HR 10/29/2019 000117266119002071
Q2 2019 159 854,517 NEAR, QUAL, PFF, SHYG 13F-HR 7/23/2019 000117266119001569
Q1 2019 123 1,005,296 SHY, NEAR, SCHO, VGSH 13F-HR 4/12/2019 000117266119001060
Q4 2018 31 1,113,439 SHY, SCHO, VGSH, NEAR 13F-HR 1/24/2019 000117266119000242
Q3 2018 170 1,282,061 IJS, IHI, EMB, IEF 13F-HR 10/26/2018 000117266118001889
Q2 2018 151 1,210,255 SHY, EMB, PFF, IEMG 13F-HR 7/26/2018 000117266118001428
Q1 2018 142 1,152,881 SHY, KSS, TGT, STX 13F-HR 5/3/2018 000117266118000992
Q4 2017 113 1,320,442 IEMG, EMB, PFF, HYG 13F-HR 2/13/2018 000117266118000432
Q3 2017 84 948,844 SHY, TROW, T, VLO 13F-HR 11/14/2017 000140508617000225
Q2 2017 87 881,254 SHY, KO, PPL, SPLS 13F-HR 9/12/2017 000140508617000199