$283 Million is the total value of WESCAP Management Group, Inc.'s 84 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SLV | New | iShares Silver Trustishares | $2,199,000 | – | 129,309 | +100.0% | 0.78% | – |
VMW | New | VMWare Inc. Com | $996,000 | – | 6,438 | +100.0% | 0.35% | – |
BMY | New | Bristol Myers Squibb Co. | $696,000 | – | 11,843 | +100.0% | 0.25% | – |
FMY | New | First Trust Mort. Income | $251,000 | – | 18,255 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-06
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Deutsche X-Trackers MSCI EAFE | 32 | Q3 2023 | 30.6% |
WISDOMTREE TR | 32 | Q3 2023 | 11.0% |
ISHARES TR | 32 | Q3 2023 | 8.6% |
Schwab US Mid-Cap ETF | 32 | Q3 2023 | 3.9% |
Fiserv Inc. Wisc Pv 1CT | 32 | Q3 2023 | 1.4% |
Laboratory Crp of Amer Hldgs | 32 | Q3 2023 | 1.1% |
Ball Corporation | 32 | Q3 2023 | 1.1% |
Walt Disney Company | 32 | Q3 2023 | 0.7% |
Chevron Corporation | 32 | Q3 2023 | 0.5% |
NORFOLK SOUTHN CORP | 32 | Q3 2023 | 0.3% |
View WESCAP Management Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-03 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-11 |
13F-HR | 2022-02-11 |
View WESCAP Management Group, 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.