06/30/2022
Top Buys (13F)
- Name% Change
- VOO VANGUARD 500 INDEX ... 8.13%
- VXUS Vanguard Total Inte... 7.92%
- AGG iShares Core U.S. A... 5.27%
- VWO Vanguard FTSE Emerg... 4.03%
- SPYD SPDR Portfolio S&P ... 3.72%
06/30/2022
Top Sells (13F)
- Name% Change
06/30/2022
13F Holdings Summary
- Stock% Port
- VOO VANGUARD 500 INDEX FUND-ETF... 8.13%
- VXUS Vanguard Total Internationa... 7.92%
- AGG iShares Core U.S. Aggregate... 5.27%
- VWO Vanguard FTSE Emerging Mark... 4.03%
- SPYD SPDR Portfolio S&P 500 High... 3.72%
06/30/2022
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for COOMBE, BENDER & COMPANY LLC
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15
| Performance for Q2 2022: | 1.63% |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
COOMBE, BENDER & COMPANY, LLC6872 ROUTE 209
WAWARSING NY 12489
Country: United States
Business Phone: 845-647-4800
Fax: 845-647-7259
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | NY |
| Number of employees: | 5 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees |
| Amount of client funds and securities: | 2,549,170 |
| Total Number of Clients: | 301 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
Data above was derived from SEC filings.
Active Schedule 13D and 13G events
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COOMBE, BENDER & COMPANY, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COOMBE, PHILIP | MEMBER, CHIEF EXECUTIVE OFFICER | 10/01/1998 | Direct | 50 - 75% | |||||||||||||||||||||
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| COOMBE, CATHERINE, M | MEMBER, CHIEF COMPLIANCE OFFICER | 10/01/1998 | Direct | 25 - 50% | |||||||||||||||||||||
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COOMBE, BENDER & COMPANY, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COOMBE, PHILIP | MEMBER, CHIEF EXECUTIVE OFFICER | 10/01/1998 | Direct | 50 - 75% | |||||||||||||||||||||
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| COOMBE, CATHERINE, M | MEMBER, CHIEF COMPLIANCE OFFICER | 10/01/1998 | Direct | 25 - 50% | |||||||||||||||||||||
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COOMBE, BENDER & COMPANY, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COOMBE, PHILIP | MEMBER, CHIEF EXECUTIVE OFFICER | 10/01/1998 | Direct | 50 - 75% | |||||||||||||||||||||
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| COOMBE, CATHERINE, M | MEMBER, CHIEF COMPLIANCE OFFICER | 10/01/1998 | Direct | 25 - 50% | |||||||||||||||||||||
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COOMBE, BENDER & COMPANY, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership |
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COOMBE, BENDER & COMPANY, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COOMBE, PHILIP | MEMBER, CHIEF EXECUTIVE OFFICER | 10/01/1998 | Direct | 50 - 75% | |||||||||||||||||||||
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| COOMBE, CATHERINE, M | MEMBER, CHIEF COMPLIANCE OFFICER | 10/01/1998 | Direct | 25 - 50% | |||||||||||||||||||||
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COOMBE, BENDER & COMPANY, LLC
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COOMBE, PHILIP | MEMBER, CHIEF EXECUTIVE OFFICER | 10/01/1998 | Direct | 50 - 75% | |||||||||||||||||||||
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| BENDER, CATHERINE, COOMBE | MEMBER, CHIEF COMPLIANCE OFFICER | 10/01/1998 | Direct | 25 - 50% | |||||||||||||||||||||
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