$78.5 Million is the total value of WHEATLAND ADVISORS INC's 88 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 300.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TFC | New | TRUIST FINL CORP | $2,589,000 | – | 45,962 | +100.0% | 3.30% | – |
| VYM | New | VANGUARD HIGH DIVhigh div yld | $1,223,000 | – | 13,050 | +100.0% | 1.56% | – |
| WTR | Buy | AQUA AMERICAN | $763,000 | +4.8% | 16,249 | +0.0% | 0.97% | +47.2% |
| DISCK | New | DISCOVERY COMM IINC | $213,000 | – | 6,985 | +100.0% | 0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 27 | Q2 2020 | 12.2% |
| MARATHON PETROLEUM | 27 | Q2 2020 | 5.3% |
| AT&T INC | 27 | Q2 2020 | 4.8% |
| CISCO SYS INC | 27 | Q2 2020 | 4.2% |
| ROYAL DUTCH SHELL PLC | 27 | Q2 2020 | 3.5% |
| BAXTER INTL INC | 27 | Q2 2020 | 3.9% |
| 3M COMPANY | 27 | Q2 2020 | 2.9% |
| CONOCOPHILLIPS | 27 | Q2 2020 | 3.8% |
| LILLY ELI & COMPANY | 27 | Q2 2020 | 3.2% |
| PEPSICO INC | 27 | Q2 2020 | 2.9% |
View WHEATLAND ADVISORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-07-28 |
| 13F-HR | 2020-05-08 |
| 13F-HR | 2020-02-12 |
| 13F-HR | 2019-11-08 |
| 13F-HR | 2019-08-07 |
| 13F-HR | 2019-04-30 |
| 13F-HR | 2019-02-12 |
| 13F-HR | 2018-10-23 |
| 13F-HR | 2018-08-02 |
| 13F-HR | 2018-05-10 |
View WHEATLAND ADVISORS INC'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.