Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 11 | Q2 2022 | 6.7% |
SPDR S&P 500 ETF TR | 11 | Q2 2022 | 5.8% |
MICROSOFT CORP | 11 | Q2 2022 | 5.1% |
BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2022 | 5.0% |
AMAZON COM INC | 11 | Q2 2022 | 3.8% |
ACCENTURE PLC IRELAND | 11 | Q2 2022 | 2.6% |
ALPHABET INC | 11 | Q2 2022 | 2.1% |
HOME DEPOT INC | 11 | Q2 2022 | 2.2% |
VISA INC | 11 | Q2 2022 | 2.2% |
ABBVIE INC | 11 | Q2 2022 | 2.6% |
View Minot Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-07-12 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-20 |
13F-HR | 2021-10-25 |
13F-HR | 2021-07-19 |
13F-HR | 2021-04-29 |
13F-HR | 2021-01-28 |
13F-HR | 2020-10-13 |
13F-HR | 2020-07-14 |
13F-HR | 2020-04-27 |
View Minot 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.