$2.07 Billion is the total value of FORT PITT CAPITAL GROUP, LLC's 374 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDSgrowth etf | $1,130,000 | +11.3% | 4,460 | 0.0% | 0.06% | -3.5% | |
| VTV | VANGUARD INDEX FDSvalue etf | $482,000 | +13.9% | 4,049 | 0.0% | 0.02% | -4.2% | |
| IWB | ISHARES TRrus 1000 etf | $400,000 | +13.0% | 1,890 | 0.0% | 0.02% | -5.0% | |
| IWV | ISHARES TRrussell 3000 etf | $335,000 | +13.9% | 1,500 | 0.0% | 0.02% | 0.0% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $306,000 | +10.1% | 1,000 | 0.0% | 0.02% | 0.0% | |
| COKE | COCA COLA CONS INC | $266,000 | +10.4% | 1,000 | 0.0% | 0.01% | 0.0% | |
| GIM | TEMPLETON GLOBAL INCOME FD | $62,000 | +3.3% | 11,250 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-02-24
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.