$93.2 Million is the total value of GANTZERT INVESTMENT CO LLC /ADV's 59 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WTRG | New | ESSENTIAL UTILITIES INC | $73,000 | – | 1,800 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-03
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 8 | Q3 2020 | 7.8% |
NEXTERA ENERGY INC | 8 | Q3 2020 | 6.0% |
ALPHABET INC CL A | 8 | Q3 2020 | 5.4% |
MICROSOFT CORP | 8 | Q3 2020 | 5.7% |
BERKSHIRE HATHAWAY INC-CL B | 8 | Q3 2020 | 4.8% |
PROCTER & GAMBLE CO | 8 | Q3 2020 | 5.2% |
AMGEN INC | 8 | Q3 2020 | 4.7% |
JOHNSON & JOHNSON | 8 | Q3 2020 | 3.6% |
HONEYWELL INTERNATIONAL INC | 8 | Q3 2020 | 3.6% |
GENERAL DYNAMICS CORP | 8 | Q3 2020 | 3.9% |
View GANTZERT INVESTMENT CO LLC /ADV's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-10-07 |
13F-HR | 2020-07-01 |
13F-HR | 2020-04-03 |
13F-HR | 2020-01-08 |
13F-HR | 2019-10-15 |
13F-HR | 2019-07-12 |
13F-HR | 2019-04-17 |
13F-HR/A | 2019-02-08 |
13F-HR | 2019-01-31 |
View GANTZERT INVESTMENT CO LLC /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.