$900 Million is the total value of Brightworth's 87 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | New | UNITEDHEALTH GROUP INC | $287,000 | – | 920 | +100.0% | 0.03% | – |
| MO | New | ALTRIA GROUP INC | $272,000 | – | 7,048 | +100.0% | 0.03% | – |
| HON | New | HONEYWELL INTL INC | $257,000 | – | 1,562 | +100.0% | 0.03% | – |
| LOW | New | LOWES COS INC | $241,000 | – | 1,451 | +100.0% | 0.03% | – |
| TGT | New | TARGET CORP | $227,000 | – | 1,440 | +100.0% | 0.02% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $214,000 | – | 4,094 | +100.0% | 0.02% | – |
| CAT | New | CATERPILLAR INC DEL | $211,000 | – | 1,415 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-02
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 28 | Q3 2022 | 69.0% |
| ISHARES TR | 28 | Q3 2022 | 34.8% |
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2022 | 2.5% |
| ISHARES TR | 28 | Q3 2022 | 10.9% |
| JOHNSON & JOHNSON | 28 | Q3 2022 | 2.1% |
| ISHARES TR | 28 | Q3 2022 | 2.3% |
| STRYKER CORPORATION | 26 | Q3 2022 | 1.9% |
| Alphabet Inc Class C | 26 | Q3 2022 | 0.2% |
| Vanguard Total Stock Market | 25 | Q3 2022 | 7.5% |
| Diageo Plc New Adr | 25 | Q3 2022 | 1.4% |
View Brightworth's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-10-27 |
| 13F-HR | 2021-07-29 |
| 13F-HR | 2021-04-19 |
| 13F-HR | 2021-02-03 |
| 13F-HR | 2020-11-02 |
| 13F-HR | 2020-07-22 |
View Brightworth'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.