$140 Million is the total value of HWG Holdings LP's 156 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM USD0.00001 | 31 | Q2 2024 | 12.8% |
| ISHARES S&P 500 | 29 | Q2 2024 | 50.5% |
| CALL AMAZON $110 EXP 06/21/202 | 28 | Q2 2024 | 8.2% |
| CHEVRON CORP NEW COM | 27 | Q2 2024 | 6.3% |
| UNITEDHEALTH GRP INC | 26 | Q2 2024 | 11.3% |
| EXXON MOBIL CORP | 26 | Q2 2024 | 4.3% |
| ROYAL CARIBBEAN GROUP F | 26 | Q2 2024 | 2.9% |
| VISA INC COM CL A | 26 | Q2 2024 | 3.2% |
| ALPHABET INC. CLASS A | 25 | Q2 2024 | 4.7% |
| META PLATFORMS INC CLASS A | 25 | Q2 2024 | 7.2% |
View HWG Holdings LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-19 |
| 13F-HR | 2024-01-04 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-02-17 |
| 13F-HR | 2021-07-22 |
View HWG Holdings LP'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.