$620 Million is the total value of Narwhal Capital Management's 145 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 27.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $41,717,000 | -6.1% | 124,134 | -13.4% | 6.73% | -12.6% |
| AAPL | Buy | APPLE INC | $38,525,000 | +25.3% | 332,658 | +294.6% | 6.21% | +16.6% |
| MSFT | Buy | MICROSOFT CORP | $32,797,000 | +6.5% | 155,933 | +3.1% | 5.29% | -0.8% |
| VMC | VULCAN MATLS CO | $28,579,000 | +17.0% | 210,850 | 0.0% | 4.61% | +8.9% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $21,004,000 | -4.9% | 14,292 | -8.5% | 3.39% | -11.5% |
| AMZN | Buy | AMAZON COM INC | $19,966,000 | +17.0% | 6,341 | +2.5% | 3.22% | +8.9% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $17,036,000 | +12.9% | 946,949 | +6.6% | 2.75% | +5.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $13,538,000 | +19.9% | 140,627 | +17.2% | 2.18% | +11.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $13,045,000 | +19.9% | 93,853 | +3.1% | 2.10% | +11.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $12,792,000 | +7.0% | 41,032 | +1.2% | 2.06% | -0.4% |
| HD | Buy | HOME DEPOT INC | $12,156,000 | +24.1% | 43,773 | +11.9% | 1.96% | +15.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $11,414,000 | +28.6% | 191,867 | +19.2% | 1.84% | +19.7% |
| BLK | Buy | BLACKROCK INC | $11,403,000 | +5.4% | 20,235 | +1.8% | 1.84% | -1.8% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $11,398,000 | -9.8% | 101,364 | -13.2% | 1.84% | -16.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $11,082,000 | +7.3% | 74,434 | +1.3% | 1.79% | -0.2% |
| ABT | Buy | ABBOTT LABS | $10,693,000 | +20.2% | 98,252 | +0.9% | 1.72% | +11.8% |
| LMT | Buy | LOCKHEED MARTIN CORP | $10,205,000 | +10.9% | 26,625 | +5.6% | 1.65% | +3.3% |
| TGT | Sell | TARGET CORP | $9,022,000 | +24.5% | 57,313 | -5.2% | 1.46% | +15.8% |
| NXRT | Sell | NEXPOINT RESIDENTIAL TR INC | $8,757,000 | +5.4% | 197,459 | -16.0% | 1.41% | -1.9% |
| KSU | Buy | KANSAS CITY SOUTHERN | $8,606,000 | +31.8% | 47,591 | +8.8% | 1.39% | +22.7% |
| NVS | Buy | NOVARTIS AGsponsored adr | $8,316,000 | +6.8% | 95,633 | +7.3% | 1.34% | -0.6% |
| FB | Buy | FACEBOOK INCcl a | $8,301,000 | +42.9% | 31,694 | +23.9% | 1.34% | +33.1% |
| PEP | Buy | PEPSICO INC | $8,095,000 | +10.7% | 58,408 | +5.7% | 1.30% | +3.1% |
| INTC | Sell | INTEL CORP | $8,077,000 | -34.2% | 155,991 | -24.0% | 1.30% | -38.8% |
| DIS | Buy | DISNEY WALT CO | $7,501,000 | +15.5% | 60,456 | +3.8% | 1.21% | +7.6% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $7,283,000 | -8.8% | 23,085 | -11.2% | 1.17% | -15.2% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $7,241,000 | +10.6% | 14,765 | -1.8% | 1.17% | +3.0% |
| BTT | Sell | BLACKROCK MUN TARGET TERM TR | $7,224,000 | +3.1% | 289,093 | -2.0% | 1.16% | -4.0% |
| NEE | Buy | NEXTERA ENERGY INC | $7,023,000 | +27.2% | 25,303 | +10.1% | 1.13% | +18.4% |
| CSCO | Buy | CISCO SYS INC | $6,981,000 | -4.5% | 177,238 | +13.1% | 1.13% | -11.1% |
| SBUX | Buy | STARBUCKS CORP | $6,694,000 | +25.3% | 77,906 | +7.3% | 1.08% | +16.6% |
| NVDA | Buy | NVIDIA CORPORATION | $6,619,000 | +107.6% | 12,230 | +45.7% | 1.07% | +93.3% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $6,423,000 | +313.1% | 37,819 | +312.7% | 1.04% | +285.1% |
| AXP | Buy | AMERICAN EXPRESS CO | $6,353,000 | +7.2% | 63,373 | +1.8% | 1.02% | -0.3% |
| V | Buy | VISA INC | $6,237,000 | +745.1% | 31,190 | +716.5% | 1.01% | +685.9% |
| DEO | Sell | DIAGEO PLCspon adr new | $5,955,000 | -6.7% | 43,262 | -8.9% | 0.96% | -13.2% |
| PFE | Sell | PFIZER INC | $5,845,000 | +0.6% | 159,263 | -10.4% | 0.94% | -6.5% |
| MRK | Buy | MERCK & CO. INC | $5,412,000 | +18.0% | 65,244 | +10.0% | 0.87% | +9.8% |
| DKNG | Buy | DRAFTKINGS INC | $5,320,000 | +81.0% | 90,413 | +2.3% | 0.86% | +68.6% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $5,284,000 | +2.1% | 114,219 | -13.9% | 0.85% | -4.9% |
| KMB | Buy | KIMBERLY CLARK CORP | $5,085,000 | +5.1% | 34,434 | +0.6% | 0.82% | -2.1% |
| GLD | Sell | SPDR GOLD TR | $5,068,000 | +5.7% | 28,612 | -0.1% | 0.82% | -1.7% |
| IWF | ISHARES TRrus 1000 grw etf | $4,902,000 | +13.0% | 22,603 | 0.0% | 0.79% | +5.1% | |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $4,631,000 | +200.5% | 31,831 | +164.2% | 0.75% | +179.8% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $4,590,000 | -27.1% | 79,769 | -21.9% | 0.74% | -32.2% |
| UL | Sell | UNILEVER PLCspon adr new | $4,446,000 | +11.7% | 72,081 | -0.6% | 0.72% | +4.1% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $4,162,000 | +23.4% | 21,961 | +13.9% | 0.67% | +14.9% |
| CVS | Buy | CVS HEALTH CORP | $4,084,000 | +1.1% | 69,923 | +12.5% | 0.66% | -5.7% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $3,947,000 | +0.8% | 19,641 | -0.9% | 0.64% | -6.2% |
| NOW | Buy | SERVICENOW INC | $3,799,000 | +121.9% | 7,833 | +85.4% | 0.61% | +106.4% |
| D | Sell | DOMINION ENERGY INC | $3,778,000 | -15.2% | 47,870 | -12.7% | 0.61% | -21.0% |
| ANTM | Sell | ANTHEM INC | $3,699,000 | -1.4% | 13,772 | -3.5% | 0.60% | -8.3% |
| GD | Buy | GENERAL DYNAMICS CORP | $3,687,000 | -0.4% | 26,638 | +7.5% | 0.60% | -7.2% |
| SWT | New | STANLEY BLACK & DECKER INCunit 11/15/2022 | $3,672,000 | – | 36,393 | +100.0% | 0.59% | – |
| BA | Sell | BOEING CO | $3,520,000 | -29.1% | 21,302 | -21.3% | 0.57% | -34.0% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $3,339,000 | -28.3% | 14,450 | -35.6% | 0.54% | -33.3% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $3,279,000 | +7.8% | 28,096 | -3.5% | 0.53% | +0.4% |
| SGOL | Sell | ABERDEEN STD GOLD ETF TR | $2,771,000 | +5.2% | 152,677 | -0.6% | 0.45% | -2.0% |
| CVX | Buy | CHEVRON CORP NEW | $2,755,000 | -4.0% | 38,269 | +19.0% | 0.44% | -10.7% |
| XOM | Buy | EXXON MOBIL CORP | $2,660,000 | -23.2% | 77,493 | +0.0% | 0.43% | -28.5% |
| BX | Sell | BLACKSTONE GROUP INC | $2,384,000 | -8.3% | 45,675 | -0.4% | 0.38% | -14.7% |
| C | Sell | CITIGROUP INC | $2,384,000 | -48.6% | 55,296 | -39.0% | 0.38% | -52.2% |
| AMGN | Buy | AMGEN INC | $2,274,000 | +19.2% | 8,948 | +10.6% | 0.37% | +10.9% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,246,000 | +7.3% | 8,095 | -0.3% | 0.36% | -0.3% |
| NEEPRP | New | NEXTERA ENERGY INCunit 99/99/9999 | $2,166,000 | – | 46,403 | +100.0% | 0.35% | – |
| PTON | Sell | PELOTON INTERACTIVE INC | $2,016,000 | +53.1% | 20,315 | -10.9% | 0.32% | +42.5% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,912,000 | +4.6% | 6,880 | -6.8% | 0.31% | -2.8% |
| QCOM | Sell | QUALCOMM INC | $1,907,000 | +23.9% | 16,206 | -3.9% | 0.31% | +15.4% |
| SDY | SPDR SER TRs&p divid etf | $1,891,000 | +1.3% | 20,470 | 0.0% | 0.30% | -5.6% | |
| EXC | Sell | EXELON CORP | $1,771,000 | -4.4% | 49,520 | -2.9% | 0.29% | -10.9% |
| DVY | Sell | ISHARES TRselect divid etf | $1,704,000 | -4.1% | 20,899 | -5.1% | 0.28% | -10.7% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,600,000 | +19.7% | 5 | 0.0% | 0.26% | +11.2% | |
| DCUE | New | DOMINION ENERGY INCunit 99/99/9999 | $1,571,000 | – | 15,443 | +100.0% | 0.25% | – |
| VLO | Sell | VALERO ENERGY CORP | $1,568,000 | -53.0% | 36,196 | -36.2% | 0.25% | -56.2% |
| LUV | Buy | SOUTHWEST AIRLS CO | $1,527,000 | +19.5% | 40,719 | +8.9% | 0.25% | +11.3% |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $1,480,000 | +6.7% | 97,500 | +15.4% | 0.24% | -0.4% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,456,000 | +7.1% | 19,418 | -0.0% | 0.24% | -0.4% |
| MAV | Sell | PIONEER MUN HIGH INCOME ADVA | $1,134,000 | -3.2% | 103,802 | -6.8% | 0.18% | -9.9% |
| OKTA | New | OKTA INCcl a | $1,130,000 | – | 5,284 | +100.0% | 0.18% | – |
| MU | Sell | MICRON TECHNOLOGY INC | $1,112,000 | -57.2% | 23,684 | -53.0% | 0.18% | -60.2% |
| WMT | Buy | WALMART INC | $1,101,000 | +57.5% | 7,870 | +34.9% | 0.18% | +47.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,067,000 | +3.0% | 15,192 | +0.2% | 0.17% | -3.9% |
| SPY | New | SPDR S&P 500 ETF TRcall | $1,069,000 | – | 12,000 | +100.0% | 0.17% | – |
| DAL | Buy | DELTA AIR LINES INC DEL | $1,058,000 | +64.8% | 34,600 | +51.1% | 0.17% | +54.1% |
| MO | Buy | ALTRIA GROUP INC | $1,048,000 | +1.6% | 27,119 | +3.3% | 0.17% | -5.6% |
| FREEW | Buy | WHOLE EARTH BRANDS INC*w exp 06/25/202 | $969,000 | -13.4% | 999,466 | +1.8% | 0.16% | -19.6% |
| NXPI | NXP SEMICONDUCTORS N V | $922,000 | +9.4% | 7,390 | 0.0% | 0.15% | +2.1% | |
| KMI | Sell | KINDER MORGAN INC DEL | $882,000 | -18.9% | 71,550 | -0.2% | 0.14% | -24.5% |
| GIS | GENERAL MLS INC | $814,000 | 0.0% | 13,200 | 0.0% | 0.13% | -7.1% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $803,000 | -20.7% | 23,470 | 0.0% | 0.13% | -26.3% | |
| ESSC | New | EAST STONE ACQUISITION CORP | $736,000 | – | 74,688 | +100.0% | 0.12% | – |
| BAC | Sell | BK OF AMERICA CORP | $727,000 | -7.0% | 30,180 | -8.4% | 0.12% | -13.3% |
| ETR | ENTERGY CORP NEW | $690,000 | +5.0% | 7,000 | 0.0% | 0.11% | -2.6% | |
| ORCL | Sell | ORACLE CORP | $684,000 | -64.9% | 11,453 | -67.5% | 0.11% | -67.4% |
| FUSEU | Buy | FUSION ACQUISITION CORPunit 99/99/9999 | $668,000 | +20.8% | 64,845 | +19.0% | 0.11% | +12.5% |
| BHP | BHP GROUP LTDsponsored ads | $672,000 | +4.0% | 13,000 | 0.0% | 0.11% | -3.6% | |
| BATRK | New | LIBERTY MEDIA CORP DEL | $626,000 | – | 29,775 | +100.0% | 0.10% | – |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $606,000 | +9.8% | 13,750 | -0.3% | 0.10% | +2.1% |
| PENN | Sell | PENN NATL GAMING INC | $454,000 | +35.9% | 6,249 | -42.9% | 0.07% | +25.9% |
| WFC | Sell | WELLS FARGO CO NEW | $440,000 | -63.8% | 18,732 | -60.6% | 0.07% | -66.4% |
| FREE | Sell | WHOLE EARTH BRANDS INC | $417,000 | +3.2% | 50,000 | -0.2% | 0.07% | -4.3% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $417,000 | +9.4% | 3,218 | 0.0% | 0.07% | +1.5% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $410,000 | +12.6% | 1,800 | 0.0% | 0.07% | +4.8% | |
| VIS | Sell | VANGUARD WORLD FDSindustrial etf | $405,000 | +6.3% | 2,800 | -4.6% | 0.06% | -1.5% |
| HFC | New | HOLLYFRONTIER CORP | $394,000 | – | 20,000 | +100.0% | 0.06% | – |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $377,000 | -67.3% | 4,772 | -67.5% | 0.06% | -69.5% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $371,000 | -36.9% | 23,500 | -27.4% | 0.06% | -41.2% |
| VTV | VANGUARD INDEX FDSvalue etf | $366,000 | +4.9% | 3,502 | 0.0% | 0.06% | -1.7% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $356,000 | +4.1% | 6,796 | 0.0% | 0.06% | -3.4% | |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $356,000 | -67.6% | 3,225 | -68.6% | 0.06% | -70.0% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $346,000 | -12.0% | 3,611 | -12.5% | 0.06% | -17.6% |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $320,000 | – | 3,858 | +100.0% | 0.05% | – |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $318,000 | +9.3% | 7,345 | 0.0% | 0.05% | +2.0% | |
| PNQI | New | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $298,000 | – | 1,445 | +100.0% | 0.05% | – |
| OACBU | New | OAKTREE ACQUISITION CORP IIunit 09/15/2027 | $298,000 | – | 29,000 | +100.0% | 0.05% | – |
| NUV | Sell | NUVEEN MUN VALUE FD INC | $297,000 | +1.0% | 27,900 | -3.1% | 0.05% | -5.9% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $291,000 | -60.9% | 19,750 | -62.6% | 0.05% | -63.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $283,000 | +16.9% | 1,328 | -2.2% | 0.05% | +9.5% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $285,000 | -48.6% | 4,805 | -51.1% | 0.05% | -52.1% |
| RWL | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $275,000 | -19.4% | 5,106 | -23.3% | 0.04% | -25.4% |
| IYH | ISHARES TRus hlthcare etf | $261,000 | +5.2% | 1,150 | 0.0% | 0.04% | -2.3% | |
| HCA | Sell | HCA HEALTHCARE INC | $257,000 | -35.8% | 2,061 | -50.0% | 0.04% | -40.6% |
| OR | New | OSISKO GOLD ROYALTIES LTD | $248,000 | – | 21,000 | +100.0% | 0.04% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $250,000 | – | 1,625 | +100.0% | 0.04% | – |
| PSTH | New | PERSHING SQUARE TONTINE HLDG | $250,000 | – | 11,000 | +100.0% | 0.04% | – |
| NIM | NUVEEN SELECT MAT MUN FDsh ben int | $244,000 | +2.5% | 23,275 | 0.0% | 0.04% | -4.9% | |
| OAC | Sell | OAKTREE ACQUISITION CORP | $244,000 | +14.6% | 20,800 | -0.5% | 0.04% | +5.4% |
| VO | VANGUARD INDEX FDSmid cap etf | $228,000 | +7.5% | 1,295 | 0.0% | 0.04% | 0.0% | |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $226,000 | – | 770 | +100.0% | 0.04% | – |
| OMC | OMNICOM GROUP INC | $213,000 | -9.4% | 4,305 | 0.0% | 0.03% | -17.1% | |
| CCAC | New | CITIC CAPITAL ACQUISITION CO | $206,000 | – | 20,971 | +100.0% | 0.03% | – |
| BKK | Sell | BLACKROCK MUN 2020 TERM TR | $206,000 | -16.3% | 13,732 | -16.2% | 0.03% | -23.3% |
| AOR | New | ISHARES TRgrwt allocat etf | $203,000 | – | 4,200 | +100.0% | 0.03% | – |
| BGIO | BLACKROCK 2022 GBL INCM OPP | $199,000 | +3.6% | 23,000 | 0.0% | 0.03% | -3.0% | |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $193,000 | -0.5% | 13,171 | 0.0% | 0.03% | -8.8% | |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $166,000 | – | 496 | +100.0% | 0.03% | – |
| FIV | Sell | FIRST TR SR FLOATING RATE 20 | $154,000 | -7.8% | 18,195 | -9.9% | 0.02% | -13.8% |
| SPY | New | SPDR S&P 500 ETF TRput | $121,000 | – | 31,500 | +100.0% | 0.02% | – |
| OPESW | OPES ACQUISITION CORP*w exp 03/13/202 | $117,000 | -41.8% | 49,000 | 0.0% | 0.02% | -45.7% | |
| OACWS | Sell | OAKTREE ACQUISITION CORP*w exp 99/99/999 | $108,000 | +40.3% | 37,000 | -36.8% | 0.02% | +30.8% |
| GE | Sell | GENERAL ELECTRIC CO | $51,000 | -31.1% | 8,265 | -23.2% | 0.01% | -38.5% |
| IWM | New | ISHARES TRrussell 2000 etf | $32,000 | – | 216 | +100.0% | 0.01% | – |
| IWM | New | ISHARES TRput | $16,000 | – | 26,200 | +100.0% | 0.00% | – |
| GE | New | GENERAL ELECTRIC COcall | $16,000 | – | 115,000 | +100.0% | 0.00% | – |
| XXII | New | 22ND CENTY GROUP INC | $10,000 | – | 16,000 | +100.0% | 0.00% | – |
| FEACWS | Exit | FLYING EAGLE ACQUISITION COR*w exp 02/26/202 | $0 | – | -10,670 | -100.0% | -0.01% | – |
| GIM | Exit | TEMPLETON GLOBAL INCOME FD | $0 | – | -10,382 | -100.0% | -0.01% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -1,640 | -100.0% | -0.04% | – |
| MKL | Exit | MARKEL CORP | $0 | – | -275 | -100.0% | -0.04% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -3,625 | -100.0% | -0.05% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -4,000 | -100.0% | -0.07% | – |
| IPOBU | Exit | SOCIAL CAP HDOSPHIA HLDG COunit 99/99/9999 | $0 | – | -32,375 | -100.0% | -0.07% | – |
| VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -3,877 | -100.0% | -0.08% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -3,100 | -100.0% | -0.10% | – |
| BXMT | Exit | BLACKSTONE MTG TR INC | $0 | – | -30,430 | -100.0% | -0.13% | – |
| CI | Exit | CIGNA CORP NEW | $0 | – | -4,175 | -100.0% | -0.14% | – |
| T | Exit | AT&T INC | $0 | – | -34,756 | -100.0% | -0.18% | – |
| MXIM | Exit | MAXIM INTEGRATED PRODS INC | $0 | – | -38,069 | -100.0% | -0.40% | – |
| NKLAW | Exit | NIKOLA CORP*w exp 06/03/202 | $0 | – | -76,650 | -100.0% | -0.44% | – |
| CCMP | Exit | CABOT MICROELECTRONICS CORP | $0 | – | -59,031 | -100.0% | -1.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VULCAN MATLS CO | 42 | Q3 2023 | 15.7% |
| ISHARES TR | 42 | Q3 2023 | 9.1% |
| APPLE INC | 42 | Q3 2023 | 6.5% |
| MICROSOFT CORP | 42 | Q3 2023 | 6.2% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.9% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.1% |
| UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 3.0% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 2.1% |
| AMAZON COM INC | 42 | Q3 2023 | 3.6% |
| PFIZER INC | 42 | Q3 2023 | 2.1% |
View Narwhal Capital Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-26 |
View Narwhal Capital Management'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.