13F-HR filed by Longer Investments Inc.
Longer Investments Inc. filed this 13F-HR for the quarter ended 2017-12-31, filed 2018-01-24, with 38 holding rows worth $119,547,000.
- Accession
- 0001534417-18-000001
- Filer
- CIK 1534417
- Filed
- 2018-01-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2017
A holdings report, 38 entries on the cover page, a total value of $119,547,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $119,547,000 with VALUE read as thousands by filing date, 13F file number 028-14810. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Guggenheim Exch Trd Fd | 18383M506 | ZACKS YLD HOG | 548,530 | $12,298,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 64,290 | $9,802,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 67,155 | $8,163,000 | thousands by filing date | |
| ISHARES TR | 464287168 | COM | 66,780 | $6,582,000 | thousands by filing date | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 202,535 | $5,653,000 | thousands by filing date | |
| BLACKROCK TAX MUNICPAL BD TR | 09248X100 | SHS | 222,335 | $5,156,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 44,695 | $3,646,000 | thousands by filing date | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 32,500 | $3,470,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,839 | $2,991,000 | thousands by filing date | |
| ISHARES TR | 464288687 | COM | 77,310 | $2,943,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 17,143 | $2,901,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 22,907 | $2,868,000 | thousands by filing date | |
| Schlumberger Limited | 806857108 | COM | 41,919 | $2,825,000 | thousands by filing date | |
| ISHARES TR | 464288448 | INTL SEL DIV ETF | 82,955 | $2,803,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 73,170 | $2,802,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 68,090 | $2,647,000 | thousands by filing date | |
| ALCOA CORP COM | 013872106 | Stock | 49,000 | $2,640,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 30,662 | $2,565,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 29,830 | $2,552,000 | thousands by filing date | |
| EXPRESS SCRIPTS HLDG CO | 30219G108 | COM | 34,145 | $2,549,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 44,300 | $2,528,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 53,810 | $2,484,000 | thousands by filing date | |
| BROADCOM LTD | Y09827109 | SHS | 9,341 | $2,400,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 21,590 | $2,321,000 | thousands by filing date | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 52,030 | $2,187,000 | thousands by filing date | |
| Applied Materials,Inc. | 038222105 | COM | 41,605 | $2,127,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 23,107 | $2,123,000 | thousands by filing date | |
| Bristol-Myers Squibb Company | 110122108 | COM | 32,790 | $2,009,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 66,380 | $1,960,000 | thousands by filing date | |
| EMERSON ELEC CO COM | 291011104 | Stock | 27,880 | $1,943,000 | thousands by filing date | |
| KEYCORP COM | 493267108 | Stock | 86,000 | $1,735,000 | thousands by filing date | |
| ALPS ETF TR | 00162Q866 | ALERIAN MLP | 153,610 | $1,657,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 11,792 | $1,648,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 34,245 | $1,619,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 34,600 | $1,587,000 | thousands by filing date | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 14,875 | $743,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 3,573 | $353,000 | thousands by filing date | |
| ISHARES TR | 464287861 | EUROPE ETF | 5,650 | $267,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001534417-18-000001 | this filing | 2018-01-24 | acceptance time not in the bulk data set |