$691 Million is the total value of Narwhal Capital Management's 153 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 8.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $45,359,000 | -6.5% | 126,471 | -1.2% | 6.57% | -1.2% |
| AAPL | Sell | APPLE INC | $40,890,000 | -2.5% | 295,876 | -3.5% | 5.92% | +3.0% |
| MSFT | Sell | MICROSOFT CORP | $37,092,000 | -11.4% | 159,262 | -2.3% | 5.37% | -6.4% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $27,539,000 | -15.5% | 286,415 | +1822.4% | 3.99% | -10.7% |
| VMC | Sell | VULCAN MATLS CO | $22,494,000 | +8.1% | 142,630 | -2.6% | 3.26% | +14.2% |
| IAU | Buy | ISHARES GOLD TRishares new | $21,375,000 | -7.9% | 677,933 | +0.2% | 3.10% | -2.7% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $20,961,000 | -4.7% | 41,503 | -3.1% | 3.04% | +0.7% |
| AMZN | Sell | AMAZON COM INC | $20,383,000 | +1.7% | 180,378 | -4.4% | 2.95% | +7.5% |
| JPM | Sell | JPMORGAN CHASE & CO | $14,450,000 | -8.8% | 138,281 | -1.7% | 2.09% | -3.6% |
| HD | Sell | HOME DEPOT INC | $13,982,000 | -0.3% | 50,671 | -0.9% | 2.02% | +5.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $13,818,000 | -9.4% | 84,584 | -1.5% | 2.00% | -4.3% |
| PFE | Sell | PFIZER INC | $12,089,000 | -19.3% | 276,252 | -3.3% | 1.75% | -14.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $11,840,000 | -14.4% | 93,786 | -2.4% | 1.72% | -9.5% |
| BLK | Sell | BLACKROCK INC | $11,654,000 | -13.5% | 21,179 | -4.2% | 1.69% | -8.6% |
| AXP | Buy | AMERICAN EXPRESS CO | $11,086,000 | -0.9% | 82,175 | +1.9% | 1.60% | +4.7% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $11,038,000 | -6.8% | 85,885 | -0.3% | 1.60% | -1.5% |
| BTT | Buy | BLACKROCK MUN TARGET TERM TR | $10,943,000 | -4.7% | 533,308 | +2.9% | 1.58% | +0.8% |
| CSCO | Buy | CISCO SYS INC | $10,451,000 | -5.1% | 261,266 | +1.2% | 1.51% | +0.3% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $9,825,000 | -2.1% | 20,890 | -0.4% | 1.42% | +3.5% |
| NEE | Sell | NEXTERA ENERGY INC | $9,737,000 | -2.9% | 124,185 | -4.1% | 1.41% | +2.6% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $9,061,000 | -0.7% | 30,920 | +0.7% | 1.31% | +4.9% |
| NXRT | Buy | NEXPOINT RESIDENTIAL TR INC | $8,792,000 | -4.8% | 190,261 | +28.8% | 1.27% | +0.6% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $8,771,000 | -13.3% | 42,204 | +0.8% | 1.27% | -8.4% |
| PEP | Sell | PEPSICO INC | $8,754,000 | -4.2% | 53,617 | -2.2% | 1.27% | +1.3% |
| TGT | Sell | TARGET CORP | $8,362,000 | -3.8% | 56,352 | -8.5% | 1.21% | +1.6% |
| DEO | Buy | DIAGEO PLCspon adr new | $8,200,000 | +10.5% | 48,289 | +13.3% | 1.19% | +16.8% |
| NVDA | Buy | NVIDIA CORPORATION | $7,946,000 | -19.9% | 65,459 | +0.1% | 1.15% | -15.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $7,295,000 | +8.8% | 15,447 | +10.4% | 1.06% | +14.9% |
| XOM | Sell | EXXON MOBIL CORP | $7,288,000 | -1.0% | 83,477 | -2.9% | 1.06% | +4.6% |
| HCA | Buy | HCA HEALTHCARE INC | $7,274,000 | +36.0% | 39,576 | +24.4% | 1.05% | +43.7% |
| V | Sell | VISA INC | $7,130,000 | -16.6% | 40,135 | -7.6% | 1.03% | -11.9% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $6,653,000 | +14.0% | 81,276 | +33.8% | 0.96% | +20.4% |
| ADI | Sell | ANALOG DEVICES INC | $6,452,000 | -8.4% | 46,301 | -4.0% | 0.93% | -3.3% |
| LMT | Sell | LOCKHEED MARTIN CORP | $6,115,000 | -15.5% | 15,829 | -6.0% | 0.89% | -10.7% |
| PM | Buy | PHILIP MORRIS INTL INC | $5,950,000 | +43.7% | 71,673 | +70.9% | 0.86% | +52.0% |
| NOV | Buy | NOV INC | $5,860,000 | +2.9% | 362,182 | +7.5% | 0.85% | +8.7% |
| DIS | Sell | DISNEY WALT CO | $5,598,000 | -9.3% | 59,343 | -9.2% | 0.81% | -4.1% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $5,591,000 | -3.6% | 26,573 | +0.2% | 0.81% | +1.9% |
| LLY | Buy | LILLY ELI & CO | $5,561,000 | +1900.4% | 17,198 | +1904.4% | 0.80% | +2018.4% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $5,451,000 | -34.8% | 19,808 | -13.2% | 0.79% | -31.2% |
| GD | Sell | GENERAL DYNAMICS CORP | $5,429,000 | -4.2% | 25,586 | -0.1% | 0.79% | +1.2% |
| BX | Buy | BLACKSTONE INC | $5,310,000 | -8.1% | 63,442 | +0.1% | 0.77% | -2.9% |
| MRK | Buy | MERCK & CO INC | $5,209,000 | +2.9% | 60,487 | +8.9% | 0.75% | +8.6% |
| CVX | Buy | CHEVRON CORP NEW | $5,119,000 | -0.7% | 35,628 | +0.0% | 0.74% | +4.8% |
| FB | Sell | META PLATFORMS INCcl a | $4,977,000 | -37.4% | 36,684 | -25.6% | 0.72% | -33.9% |
| GM | Sell | GENERAL MTRS CO | $4,724,000 | +0.9% | 147,226 | -0.1% | 0.68% | +6.7% |
| ANTM | ELEVANCE HEALTH INC | $4,416,000 | -5.9% | 9,722 | 0.0% | 0.64% | -0.5% | |
| ADSK | Buy | AUTODESK INC | $4,352,000 | +472.6% | 23,296 | +427.4% | 0.63% | +505.8% |
| CVS | Buy | CVS HEALTH CORP | $4,215,000 | +9.7% | 44,193 | +6.6% | 0.61% | +15.7% |
| NVS | NOVARTIS AGsponsored adr | $4,209,000 | -10.1% | 55,369 | 0.0% | 0.61% | -4.8% | |
| CAT | Buy | CATERPILLAR INC | $3,654,000 | +120.9% | 22,267 | +140.6% | 0.53% | +133.0% |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $3,627,000 | +10.9% | 23,185 | +11.6% | 0.52% | +17.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $3,619,000 | -63.8% | 95,310 | -51.7% | 0.52% | -61.8% |
| ABT | Sell | ABBOTT LABS | $3,596,000 | -33.8% | 37,160 | -25.7% | 0.52% | -30.1% |
| UNP | Sell | UNION PAC CORP | $3,545,000 | -10.2% | 18,197 | -1.7% | 0.51% | -5.2% |
| GLD | Buy | SPDR GOLD TR | $3,449,000 | -6.1% | 22,298 | +2.2% | 0.50% | -1.0% |
| NOW | Buy | SERVICENOW INC | $3,442,000 | -8.5% | 9,116 | +15.2% | 0.50% | -3.5% |
| CHX | Buy | CHAMPIONX CORPORATION | $3,250,000 | +129.8% | 166,050 | +133.2% | 0.47% | +142.8% |
| DE | Buy | DEERE & CO | $3,250,000 | +15.5% | 9,734 | +3.6% | 0.47% | +22.0% |
| IVW | ISHARES TRs&p 500 grwt etf | $3,240,000 | -4.1% | 56,000 | 0.0% | 0.47% | +1.3% | |
| QCOM | Sell | QUALCOMM INC | $3,141,000 | -24.9% | 27,805 | -15.0% | 0.46% | -20.6% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $3,030,000 | +1.2% | 13,191 | +2.7% | 0.44% | +7.1% |
| QQQ | INVESCO QQQ TRunit ser 1 | $3,009,000 | -4.6% | 11,258 | 0.0% | 0.44% | +0.9% | |
| UL | Sell | UNILEVER PLCspon adr new | $2,977,000 | -4.4% | 67,899 | -0.1% | 0.43% | +0.9% |
| VLO | Buy | VALERO ENERGY CORP | $2,855,000 | +3.4% | 26,716 | +2.9% | 0.41% | +9.3% |
| D | Buy | DOMINION ENERGY INC | $2,827,000 | -13.3% | 40,907 | +0.1% | 0.41% | -8.5% |
| LUV | Sell | SOUTHWEST AIRLS CO | $2,772,000 | -17.3% | 89,890 | -3.2% | 0.40% | -12.8% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,635,000 | -6.7% | 9,170 | 0.0% | 0.38% | -1.3% | |
| KMI | Sell | KINDER MORGAN INC DEL | $2,523,000 | -1.4% | 151,650 | -0.7% | 0.36% | +4.0% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,501,000 | -6.5% | 21,058 | +0.0% | 0.36% | -1.4% |
| SGOL | Buy | ABRDN GOLD ETF TRUST | $2,220,000 | -7.7% | 139,437 | +0.4% | 0.32% | -2.4% |
| SBUX | Sell | STARBUCKS CORP | $2,131,000 | +1.1% | 25,291 | -8.3% | 0.31% | +6.9% |
| XLE | SELECT SECTOR SPDR TRenergy | $2,062,000 | +0.7% | 28,635 | 0.0% | 0.30% | +6.4% | |
| DVY | Buy | ISHARES TRselect divid etf | $2,047,000 | -5.9% | 19,089 | +3.2% | 0.30% | -0.7% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $2,032,000 | -0.6% | 5 | 0.0% | 0.29% | +5.0% | |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,952,000 | -5.9% | 17,510 | +0.2% | 0.28% | -0.4% |
| BA | Buy | BOEING CO | $1,893,000 | -8.8% | 15,638 | +3.0% | 0.27% | -3.9% |
| EXC | EXELON CORP | $1,769,000 | -17.3% | 47,223 | 0.0% | 0.26% | -12.6% | |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,660,000 | +9.9% | 19,042 | +16.5% | 0.24% | +15.9% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $1,612,000 | -0.5% | 33,924 | 0.0% | 0.23% | +5.0% | |
| HF SINCLAIR CORP | $1,586,000 | +19.2% | 29,450 | 0.0% | 0.23% | +26.4% | ||
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,498,000 | +27.9% | 2,954 | +37.0% | 0.22% | +34.8% |
| T | Buy | AT&T INC | $1,427,000 | +613.5% | 93,002 | +873.6% | 0.21% | +666.7% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $1,391,000 | +60.1% | 10,684 | +82.9% | 0.20% | +68.9% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $1,372,000 | -35.6% | 57,710 | -34.0% | 0.20% | -31.8% |
| TSLA | Buy | TESLA INC | $1,328,000 | +18.1% | 5,007 | +200.0% | 0.19% | +24.7% |
| AMGN | Buy | AMGEN INC | $1,313,000 | -4.2% | 5,826 | +3.4% | 0.19% | +1.1% |
| CONSTELLATION ENERGY CORP | $1,304,000 | +45.4% | 15,671 | 0.0% | 0.19% | +53.7% | ||
| PYPL | Buy | PAYPAL HLDGS INC | $1,230,000 | +302.0% | 14,292 | +226.5% | 0.18% | +323.8% |
| DFS | Buy | DISCOVER FINL SVCS | $1,107,000 | +25.4% | 12,179 | +30.5% | 0.16% | +32.2% |
| DAL | Buy | DELTA AIR LINES INC DEL | $1,100,000 | -3.2% | 39,209 | +0.0% | 0.16% | +1.9% |
| MO | ALTRIA GROUP INC | $1,090,000 | -3.3% | 26,985 | 0.0% | 0.16% | +2.6% | |
| NKE | Sell | NIKE INCcl b | $1,071,000 | -65.0% | 12,889 | -56.9% | 0.16% | -63.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,009,000 | +69.6% | 15,401 | +81.4% | 0.15% | +78.0% |
| TAP | Buy | MOLSON COORS BEVERAGE COcl b | $991,000 | +46.6% | 20,660 | +66.6% | 0.14% | +54.8% |
| BHP | BHP GROUP LTDsponsored ads | $973,000 | -11.0% | 19,450 | 0.0% | 0.14% | -6.0% | |
| WMT | Buy | WALMART INC | $957,000 | +86.5% | 7,380 | +74.8% | 0.14% | +98.6% |
| MU | Buy | MICRON TECHNOLOGY INC | $798,000 | -1.2% | 15,937 | +9.0% | 0.12% | +4.5% |
| NRK | Sell | NUVEEN NEW YORK AMT QLT MUNI | $791,000 | -17.4% | 80,571 | -7.1% | 0.12% | -12.2% |
| INTC | Sell | INTEL CORP | $744,000 | -42.3% | 28,890 | -16.2% | 0.11% | -39.0% |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $737,000 | -3.7% | 62,000 | 0.0% | 0.11% | +1.9% | |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $726,000 | -39.9% | 8,510 | -34.7% | 0.10% | -36.4% |
| WFC | Buy | WELLS FARGO CO NEW | $702,000 | +6.5% | 17,456 | +3.7% | 0.10% | +13.3% |
| SONY | Sell | SONY GROUP CORPORATIONsponsored adr | $663,000 | -55.0% | 10,350 | -42.5% | 0.10% | -52.5% |
| ETR | ENTERGY CORP NEW | $654,000 | -10.7% | 6,500 | 0.0% | 0.10% | -5.0% | |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $650,000 | -17.4% | 14,393 | -1.3% | 0.09% | -13.0% |
| IWR | ISHARES TRrus mid cap etf | $637,000 | -3.9% | 10,253 | 0.0% | 0.09% | +1.1% | |
| F | New | FORD MTR CO DEL | $578,000 | – | 51,611 | +100.0% | 0.08% | – |
| IWM | Buy | ISHARES TRrussell 2000 etf | $533,000 | +41.0% | 3,230 | +44.8% | 0.08% | +48.1% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $523,000 | +153.9% | 3,525 | +174.5% | 0.08% | +171.4% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $518,000 | +12.9% | 6,443 | +8.9% | 0.08% | +19.0% |
| SPY | Buy | SPDR S&P 500 ETF TRput | $508,000 | +182.2% | 20,000 | +62.6% | 0.07% | +196.0% |
| CINF | Buy | CINCINNATI FINL CORP | $508,000 | +13.9% | 5,669 | +51.1% | 0.07% | +21.3% |
| BATRK | Sell | LIBERTY MEDIA CORP DEL | $479,000 | +14.6% | 17,419 | -0.1% | 0.07% | +21.1% |
| IJH | ISHARES TRcore s&p mcp etf | $458,000 | -3.2% | 2,090 | 0.0% | 0.07% | +1.5% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $442,000 | -3.5% | 2,803 | 0.0% | 0.06% | +1.6% | |
| KO | Buy | COCA COLA CO | $431,000 | +5.4% | 7,699 | +18.3% | 0.06% | +10.7% |
| EEM | ISHARES TRmsci emg mkt etf | $427,000 | -13.0% | 12,250 | 0.0% | 0.06% | -7.5% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $409,000 | -3.1% | 3,218 | 0.0% | 0.06% | +1.7% | |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $401,000 | -56.3% | 1,124 | -53.7% | 0.06% | -54.0% |
| VUG | VANGUARD INDEX FDSgrowth etf | $385,000 | -4.0% | 1,800 | 0.0% | 0.06% | +1.8% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $389,000 | -27.2% | 13,270 | -2.6% | 0.06% | -23.3% |
| SPXU | New | PROSHARES TRultrapro short s | $390,000 | – | 17,400 | +100.0% | 0.06% | – |
| NKG | Sell | NUVEEN GEORGIA QLTY MUN INC | $380,000 | -12.8% | 39,783 | -2.4% | 0.06% | -8.3% |
| IYE | ISHARES TRu.s. energy etf | $347,000 | +3.3% | 8,825 | 0.0% | 0.05% | +8.7% | |
| ENPH | New | ENPHASE ENERGY INC | $340,000 | – | 1,226 | +100.0% | 0.05% | – |
| RIG | Buy | TRANSOCEAN LTD | $321,000 | +221.0% | 130,000 | +333.3% | 0.05% | +228.6% |
| QRVO | QORVO INC | $305,000 | -15.7% | 3,840 | 0.0% | 0.04% | -12.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $298,000 | -12.6% | 6,460 | 0.0% | 0.04% | -8.5% | |
| MAV | Sell | PIONEER MUNICIPAL HIGH INCOM | $276,000 | -40.8% | 36,613 | -31.4% | 0.04% | -37.5% |
| ORCL | Sell | ORACLE CORP | $271,000 | -47.8% | 4,434 | -40.3% | 0.04% | -45.1% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $262,000 | -16.3% | 7,190 | -4.2% | 0.04% | -11.6% |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $263,000 | -1.1% | 1,350 | 0.0% | 0.04% | +5.6% | |
| NXJ | Sell | NUVEEN NEW JERSEY QULT MUN F | $256,000 | -29.9% | 23,233 | -19.8% | 0.04% | -26.0% |
| BAC | Buy | BK OF AMERICA CORP | $245,000 | -3.2% | 8,128 | +0.0% | 0.04% | 0.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $232,000 | -12.5% | 2,895 | -0.5% | 0.03% | -5.6% |
| IJJ | ISHARES TRs&p mc 400vl etf | $225,000 | -4.7% | 2,500 | 0.0% | 0.03% | +3.1% | |
| CF | New | CF INDS HLDGS INC | $214,000 | – | 2,221 | +100.0% | 0.03% | – |
| TSN | Buy | TYSON FOODS INCcl a | $212,000 | +5.0% | 3,220 | +37.3% | 0.03% | +10.7% |
| IJS | ISHARES TRsp smcp600vl etf | $209,000 | -7.5% | 2,534 | 0.0% | 0.03% | -3.2% | |
| JHAA | Sell | NUVEEN CORPORATE INCOME 2023 | $191,000 | -3.0% | 21,199 | -4.8% | 0.03% | +3.7% |
| NUV | Buy | NUVEEN MUN VALUE FD INC | $195,000 | +8.9% | 23,025 | +15.0% | 0.03% | +12.0% |
| FTHY | Sell | FIRST TR HIGH YIELD OPPRT 20 | $181,000 | -29.3% | 13,447 | -23.8% | 0.03% | -25.7% |
| ALVOTECHordinary shares | $162,000 | -17.8% | 24,000 | 0.0% | 0.02% | -14.8% | ||
| BPT | Sell | BP PRUDHOE BAY RTY TRunit ben int | $155,000 | -61.0% | 12,999 | -33.1% | 0.02% | -59.3% |
| SBI | Sell | WESTERN ASSET INTER MUNI FD | $130,000 | -10.3% | 17,724 | -1.7% | 0.02% | -5.0% |
| NIM | NUVEEN SELECT MAT MUN FDsh ben int | $89,000 | -3.3% | 10,000 | 0.0% | 0.01% | 0.0% | |
| FREEW | Sell | WHOLE EARTH BRANDS INC*w exp 06/25/202 | $80,000 | -42.0% | 470,660 | -4.5% | 0.01% | -36.8% |
| ADAP | New | ADAPTIMMUNE THERAPEUTICS PLCsponds adr | $11,000 | – | 10,344 | +100.0% | 0.00% | – |
| XXII | 22ND CENTY GROUP INC | $14,000 | -56.2% | 15,250 | 0.0% | 0.00% | -50.0% | |
| RIG | Sell | TRANSOCEAN LTDcall | $17,000 | -45.2% | 50,000 | -41.2% | 0.00% | -50.0% |
| KMI | KINDER MORGAN INC DELcall | $8,000 | -55.6% | 44,000 | 0.0% | 0.00% | -50.0% | |
| Sell | FARADAY FUTRE INTLGT ELCTR I*w exp 03/20/202 | $2,000 | -87.5% | 12,265 | -65.0% | 0.00% | -100.0% | |
| EUO | Exit | PROSHARES TR IIcall | $0 | – | -333,300 | -100.0% | -0.01% | – |
| NZF | Exit | NUVEEN MUNICIPAL CREDIT INC | $0 | – | -11,131 | -100.0% | -0.02% | – |
| NQP | Exit | NUVEEN PENNSYLVANIA QLT MUN | $0 | – | -14,244 | -100.0% | -0.02% | – |
| AOR | Exit | ISHARES TRgrwt allocat etf | $0 | – | -4,200 | -100.0% | -0.03% | – |
| IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -750 | -100.0% | -0.03% | – |
| WWE | Exit | WORLD WRESTLING ENTMT INCcl a | $0 | – | -5,940 | -100.0% | -0.05% | – |
| C | Exit | CITIGROUP INC | $0 | – | -8,070 | -100.0% | -0.05% | – |
| SMG | Exit | SCOTTS MIRACLE-GRO COcl a | $0 | – | -8,948 | -100.0% | -0.10% | – |
| CCMP | Exit | CMC MATERIALS INC | $0 | – | -11,562 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-01
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.