Annis Gardner Whiting Capital Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Tampa, FL
CIK
0001998414
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 730 355,061 EFA, VTI, VXUS, IWM 13F-HR 11/14/2024 000185520524000058
Q2 2024 943 351,858 EFA, VTI, VXUS, MSFT 13F-HR 8/12/2024 000185520524000031
Q1 2024 943 279,238 EFA, VTI, VXUS, BRP 13F-HR 5/13/2024 000185520524000023
Q4 2023 698 226,226 EFA, VTI, VXUS, BRP 13F-HR 2/9/2024 000185520524000011
Q3 2023 679 187,477 EFA, VTI, VXUS, IWM 13F-HR 11/8/2023 000199841423000001