$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | $676,000 | +57.2% | 5,000 | 0.0% | 2.80% | +28.3% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $408,000 | -7.3% | 9,624 | 0.0% | 1.69% | -24.3% | |
| CPB | CAMPBELL SOUP CO | $369,000 | +7.3% | 7,444 | 0.0% | 1.53% | -12.5% | |
| TMP | TOMPKINS FINANCIAL CORPORATI | $294,000 | -9.8% | 4,543 | 0.0% | 1.22% | -26.4% | |
| SYY | SYSCO CORP | $279,000 | +19.7% | 5,107 | 0.0% | 1.16% | -2.4% | |
| SYK | STRYKER CORPORATION | $255,000 | +8.5% | 1,414 | 0.0% | 1.06% | -11.5% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $238,000 | +8.7% | 1,600 | 0.0% | 0.99% | -11.3% | |
| HIX | WESTERN ASSET HIGH INCM FD I | $104,000 | +23.8% | 16,777 | 0.0% | 0.43% | +0.9% |
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.