$24.1 Million is the total value of WHEATLAND ADVISORS INC's 47 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $278,000 | – | 3,367 | +100.0% | 1.15% | – |
| AAPL | New | APPLE INC | $272,000 | – | 747 | +100.0% | 1.13% | – |
| ABBV | New | ABBVIE INC | $236,000 | – | 2,404 | +100.0% | 0.98% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $226,000 | – | 3,675 | +100.0% | 0.94% | – |
| EMR | New | EMERSON ELEC CO | $226,000 | – | 3,650 | +100.0% | 0.94% | – |
| DIS | New | DISNEY WALT CO | $217,000 | – | 1,950 | +100.0% | 0.90% | – |
| PSX | New | PHILLIPS 66 | $213,000 | – | 2,965 | +100.0% | 0.88% | – |
| PFE | New | PFIZER INC | $212,000 | – | 6,496 | +100.0% | 0.88% | – |
| CMI | New | CUMMINS INC | $210,000 | – | 1,211 | +100.0% | 0.87% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $204,000 | – | 5,977 | +100.0% | 0.85% | – |
| NVS | New | NOVARTIS AGsponsored adr | $203,000 | – | 2,325 | +100.0% | 0.84% | – |
| BDX | New | BECTON DICKINSON & CO | $203,000 | – | 850 | +100.0% | 0.84% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-28
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.