Leonetti & Associates, LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 297,048
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/15/2014 | 35 | 297,048 | 13F-HR | Leonetti & Associates, LLC |
| Q4 2013 | 2/14/2014 | 36 | 288,266 | 13F-HR | Leonetti & Associates, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 68.67 K | 23.9% | 0 | 22.05 K | -22.05 K |
| ETFs | 212.6 K | 74.1% | 28.97 K | 0 | 28.97 K |
| Debt | 5.591 K | 1.9% | 997 | 0 | 997 |
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Fund Snapshot
Q1 2014
Latest filed
5/15/2014
Total value ($000)
297,048
Holdings
35
QoQ value change ($000)
8,782
(3.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.