$21.1 Million is the total value of GSB Wealth Management, LLC's 75 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EQNR | New | EQUINOR ASAsponsored adr | $487,000 | – | 18,435 | +100.0% | 2.31% | – |
MKC | New | MCCORMICK & CO INC | $416,000 | – | 3,588 | +100.0% | 1.97% | – |
PPL | New | PPL CORP | $200,000 | – | 7,000 | +100.0% | 0.95% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 28 | Q3 2023 | 19.6% |
DNP SELECT INCOME FD INC | 28 | Q3 2023 | 9.0% |
JOHNSON &JOHNSON | 28 | Q3 2023 | 5.6% |
PROCTER & GAMBLE CO | 28 | Q3 2023 | 6.5% |
COLGATE PALMOLIVE CO | 28 | Q3 2023 | 4.8% |
CHEVRON CORP NEW | 28 | Q3 2023 | 2.2% |
EMERSON ELEC CO | 28 | Q3 2023 | 2.4% |
SOUTHERN CO | 28 | Q3 2023 | 3.0% |
CUMMINS INC | 28 | Q3 2023 | 2.2% |
HONEYWELL INTL INC | 28 | Q3 2023 | 3.1% |
View GSB Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-02 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-08 |
13F-HR/A | 2023-05-18 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-16 |
13F-HR | 2022-10-18 |
13F-HR | 2022-07-20 |
13F-HR | 2022-05-02 |
View GSB Wealth Management, LLC'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.