$1.27 Billion is the total value of FORT PITT CAPITAL GROUP, LLC's 127 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $5,848,000 | – | 91,687 | +100.0% | 0.46% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $3,119,000 | – | 58,544 | +100.0% | 0.25% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $617,000 | – | 3,900 | +100.0% | 0.05% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $339,000 | – | 4,859 | +100.0% | 0.03% | – |
| EXC | New | EXELON CORP | $305,000 | – | 7,728 | +100.0% | 0.02% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $282,000 | – | 5,414 | +100.0% | 0.02% | – |
| AET | New | AETNA INC NEW | $225,000 | – | 1,250 | +100.0% | 0.02% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $208,000 | – | 679 | +100.0% | 0.02% | – |
| FLR | New | FLUOR CORP NEW | $202,000 | – | 3,920 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 32 | Q3 2023 | 5.2% |
| GALLAGHER ARTHUR J & CO | 32 | Q3 2023 | 4.2% |
| VERIZON COMMUNICATIONS INC | 32 | Q3 2023 | 4.8% |
| PNC Fin Svcs Grp | 32 | Q3 2023 | 3.9% |
| KIMBERLY-CLARK CORP | 32 | Q3 2023 | 3.4% |
| ABBOTT LABS | 32 | Q3 2023 | 4.0% |
| ROCKWELL AUTOMATION INC | 32 | Q3 2023 | 3.3% |
| HONEYWELL INTL INC | 32 | Q3 2023 | 3.4% |
| PARKER-HANNIFIN CORP | 32 | Q3 2023 | 3.3% |
| Schwab US Mkt ETF | 32 | Q3 2023 | 6.8% |
View FORT PITT CAPITAL GROUP, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-05-03 |
View FORT PITT CAPITAL GROUP, 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.