$335 Million is the total value of Minot Wealth Management LLC's 158 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 23.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $17,131,000 | +20.6% | 129,105 | +5.3% | 5.11% | -4.5% |
| MMIN | Buy | INDEXIQ ACTIVE ETF TRiq mackay insred | $16,638,000 | +773.8% | 602,280 | +760.4% | 4.96% | +592.3% |
| AMZN | Buy | AMAZON COM INC | $10,676,000 | +9.5% | 3,278 | +5.8% | 3.18% | -13.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $10,437,000 | +14.0% | 45,012 | +4.7% | 3.11% | -9.7% |
| MSFT | Buy | MICROSOFT CORP | $9,763,000 | +8.4% | 43,892 | +2.5% | 2.91% | -14.2% |
| GLD | Buy | SPDR GOLD TR | $7,796,000 | +22.5% | 43,708 | +21.6% | 2.33% | -3.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $7,397,000 | +30.5% | 28,319 | +12.9% | 2.21% | +3.4% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $6,129,000 | +15.7% | 12,256 | +13.5% | 1.83% | -8.4% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $6,003,000 | +6.9% | 16,057 | -4.3% | 1.79% | -15.4% |
| V | Buy | VISA INC | $5,975,000 | +26.3% | 27,317 | +15.5% | 1.78% | +0.1% |
| ABBV | Buy | ABBVIE INC | $5,593,000 | +47.6% | 52,194 | +20.7% | 1.67% | +17.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $5,500,000 | +32.7% | 3,138 | +11.0% | 1.64% | +5.1% |
| HD | Buy | HOME DEPOT INC | $5,461,000 | +7.1% | 20,559 | +12.0% | 1.63% | -15.2% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $5,433,000 | +6.6% | 110,251 | +6.7% | 1.62% | -15.6% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $5,422,000 | +19.7% | 99,950 | +20.5% | 1.62% | -5.2% |
| PYPL | Buy | PAYPAL HLDGS INC | $5,265,000 | +43.3% | 22,481 | +20.5% | 1.57% | +13.5% |
| AVGO | Buy | BROADCOM INC | $5,217,000 | +39.8% | 11,914 | +16.3% | 1.56% | +10.7% |
| ABT | Buy | ABBOTT LABS | $5,210,000 | +16.8% | 47,580 | +16.1% | 1.56% | -7.4% |
| QCOM | Buy | QUALCOMM INC | $5,176,000 | +64.5% | 33,976 | +27.1% | 1.54% | +30.2% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $4,895,000 | +20.9% | 10,509 | +14.6% | 1.46% | -4.2% |
| DHR | Buy | DANAHER CORPORATION | $4,794,000 | +16.6% | 21,583 | +13.1% | 1.43% | -7.6% |
| TXN | Buy | TEXAS INSTRS INC | $4,745,000 | +64.6% | 28,911 | +43.2% | 1.42% | +30.4% |
| NKE | Buy | NIKE INCcl b | $4,608,000 | +34.0% | 32,573 | +18.9% | 1.38% | +6.2% |
| SBUX | Buy | STARBUCKS CORP | $4,598,000 | +65.9% | 42,976 | +33.2% | 1.37% | +31.4% |
| NVDA | Buy | NVIDIA CORPORATION | $4,573,000 | +9.7% | 8,758 | +13.7% | 1.36% | -13.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $4,541,000 | +44.7% | 12,949 | +28.6% | 1.36% | +14.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $4,529,000 | +2.6% | 28,778 | -3.0% | 1.35% | -18.8% |
| HON | Buy | HONEYWELL INTL INC | $4,477,000 | +50.0% | 21,048 | +16.1% | 1.34% | +18.8% |
| TGT | Buy | TARGET CORP | $4,359,000 | +30.6% | 24,693 | +16.5% | 1.30% | +3.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $4,259,000 | +27.4% | 11,303 | +20.1% | 1.27% | +1.0% |
| MDT | Buy | MEDTRONIC PLC | $4,242,000 | +49.7% | 36,211 | +32.8% | 1.27% | +18.7% |
| CRM | Buy | SALESFORCE COM INC | $4,044,000 | +7.8% | 18,175 | +21.7% | 1.21% | -14.6% |
| PEP | Buy | PEPSICO INC | $3,596,000 | +22.5% | 24,250 | +14.5% | 1.07% | -3.0% |
| USMV | Sell | ISHARES TRmsci usa min vol | $3,577,000 | +5.1% | 52,690 | -1.3% | 1.07% | -16.8% |
| NOW | Buy | SERVICENOW INC | $3,530,000 | +36.9% | 6,414 | +20.6% | 1.05% | +8.3% |
| MRK | Buy | MERCK & CO. INC | $3,516,000 | +7.3% | 42,979 | +8.8% | 1.05% | -15.1% |
| LOW | Buy | LOWES COS INC | $3,512,000 | +15.8% | 21,879 | +19.6% | 1.05% | -8.3% |
| MCD | Buy | MCDONALDS CORP | $3,508,000 | +20.2% | 16,346 | +22.9% | 1.05% | -4.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,361,000 | +11.8% | 24,158 | +11.7% | 1.00% | -11.5% |
| NEE | Buy | NEXTERA ENERGY INC | $3,307,000 | +27.7% | 42,860 | +359.6% | 0.99% | +1.2% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $3,295,000 | +82.5% | 62,891 | +61.2% | 0.98% | +44.6% |
| PAYX | Buy | PAYCHEX INC | $3,125,000 | +171.5% | 33,539 | +132.4% | 0.93% | +114.7% |
| IIPR | New | INNOVATIVE INDL PPTYS INC | $3,078,000 | – | 16,807 | +100.0% | 0.92% | – |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $2,991,000 | +34.7% | 21,650 | +31.4% | 0.89% | +6.7% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $2,950,000 | – | 13,926 | +100.0% | 0.88% | – |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $2,631,000 | -9.0% | 42,414 | -11.5% | 0.78% | -27.9% |
| PFE | Buy | PFIZER INC | $2,631,000 | +12.1% | 71,479 | +11.8% | 0.78% | -11.2% |
| NVO | Buy | NOVO-NORDISK A Sadr | $2,602,000 | +220.4% | 37,255 | +218.7% | 0.78% | +153.6% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $2,418,000 | +34.2% | 9,639 | +18.1% | 0.72% | +6.2% |
| VRM | New | VROOM INC | $2,409,000 | – | 58,803 | +100.0% | 0.72% | – |
| CWB | Sell | SPDR SER TRblmbrg brc cnvrt | $2,383,000 | -7.0% | 28,785 | -22.6% | 0.71% | -26.3% |
| LMT | Sell | LOCKHEED MARTIN CORP | $2,259,000 | -18.4% | 6,365 | -11.9% | 0.67% | -35.4% |
| AMAT | Buy | APPLIED MATLS INC | $2,129,000 | +229.6% | 24,667 | +127.0% | 0.64% | +161.3% |
| GPC | Buy | GENUINE PARTS CO | $1,976,000 | +295.2% | 19,675 | +274.8% | 0.59% | +213.8% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $1,914,000 | -19.9% | 23,083 | -19.8% | 0.57% | -36.6% |
| VOO | VANGUARD INDEX FDS | $1,749,000 | +11.7% | 5,090 | 0.0% | 0.52% | -11.5% | |
| BEP | New | BROOKFIELD RENEWABLE PARTNERpartnership unit | $1,683,000 | – | 39,000 | +100.0% | 0.50% | – |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $1,612,000 | +22.3% | 13,982 | +6.1% | 0.48% | -3.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,553,000 | +30.8% | 26,426 | +32.4% | 0.46% | +3.6% |
| NWL | Buy | NEWELL BRANDS INC | $1,485,000 | +482.4% | 69,962 | +370.7% | 0.44% | +361.5% |
| TJX | Buy | TJX COS INC NEW | $1,480,000 | +25.0% | 21,673 | +1.9% | 0.44% | -0.9% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $1,439,000 | -59.0% | 6,411 | -55.9% | 0.43% | -67.6% |
| FB | Buy | FACEBOOK INCcl a | $1,412,000 | +7.5% | 5,169 | +3.1% | 0.42% | -14.9% |
| AMGN | Sell | AMGEN INC | $1,388,000 | -61.7% | 6,039 | -57.6% | 0.41% | -69.6% |
| INTC | Sell | INTEL CORP | $1,381,000 | -58.4% | 27,720 | -56.7% | 0.41% | -67.0% |
| FICO | Buy | FAIR ISAAC CORP | $1,297,000 | +20.4% | 2,537 | +0.2% | 0.39% | -4.7% |
| CSCO | Sell | CISCO SYS INC | $1,243,000 | -54.9% | 27,780 | -60.3% | 0.37% | -64.3% |
| XOM | Sell | EXXON MOBIL CORP | $1,237,000 | +15.9% | 30,016 | -3.4% | 0.37% | -8.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,232,000 | +102.0% | 9,692 | +52.9% | 0.37% | +60.0% |
| BLK | Buy | BLACKROCK INC | $1,212,000 | +37.9% | 1,680 | +7.7% | 0.36% | +9.4% |
| UNP | Buy | UNION PAC CORP | $1,180,000 | +37.0% | 5,665 | +29.5% | 0.35% | +8.6% |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $1,164,000 | +173.9% | 36,275 | +153.8% | 0.35% | +116.9% |
| INTU | Buy | INTUIT | $1,160,000 | +211.8% | 3,054 | +167.9% | 0.35% | +147.1% |
| VO | VANGUARD INDEX FDSmid cap etf | $1,156,000 | +17.4% | 5,591 | 0.0% | 0.34% | -7.0% | |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $1,089,000 | -37.3% | 6,842 | -34.4% | 0.32% | -50.4% |
| IWD | ISHARES TRrus 1000 val etf | $1,070,000 | +15.8% | 7,824 | 0.0% | 0.32% | -8.3% | |
| FRG | FRANCHISE GROUP INC | $1,066,000 | +20.0% | 35,000 | 0.0% | 0.32% | -5.1% | |
| MMM | Buy | 3M CO | $1,056,000 | +189.3% | 6,041 | +165.4% | 0.32% | +128.3% |
| CHE | CHEMED CORP NEW | $1,012,000 | +10.8% | 1,900 | 0.0% | 0.30% | -12.2% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $990,000 | +18.6% | 565 | -0.5% | 0.30% | -6.3% |
| ADSK | New | AUTODESK INC | $961,000 | – | 3,147 | +100.0% | 0.29% | – |
| MUB | ISHARES TRnational mun etf | $949,000 | +1.1% | 8,100 | 0.0% | 0.28% | -20.1% | |
| NFLX | Buy | NETFLIX INC | $901,000 | +72.9% | 1,666 | +59.9% | 0.27% | +37.2% |
| DGRO | Sell | ISHARES TRcore div grwth | $896,000 | -25.5% | 20,000 | -33.8% | 0.27% | -41.1% |
| IWO | ISHARES TRrus 2000 grw etf | $893,000 | +29.4% | 3,116 | 0.0% | 0.27% | +2.3% | |
| DOCU | Buy | DOCUSIGN INC | $861,000 | +207.5% | 3,875 | +198.1% | 0.26% | +144.8% |
| CAH | New | CARDINAL HEALTH INC | $854,000 | – | 15,954 | +100.0% | 0.26% | – |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $827,000 | +19.3% | 1,970 | -3.7% | 0.25% | -5.4% |
| ARDS | New | ARIDIS PHARMACEUTICALS INC | $803,000 | – | 132,283 | +100.0% | 0.24% | – |
| ECL | Buy | ECOLAB INC | $781,000 | +17.1% | 3,612 | +8.2% | 0.23% | -7.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $767,000 | +31.3% | 2,149 | +24.4% | 0.23% | +4.1% |
| NVS | Sell | NOVARTIS AGsponsored adr | $759,000 | -0.4% | 8,036 | -8.3% | 0.23% | -21.3% |
| APD | Sell | AIR PRODS & CHEMS INC | $754,000 | -48.1% | 2,758 | -43.4% | 0.22% | -58.9% |
| IWF | ISHARES TRrus 1000 grw etf | $717,000 | +11.2% | 2,974 | 0.0% | 0.21% | -11.9% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $672,000 | +40.3% | 3,428 | +7.1% | 0.20% | +11.7% |
| TWLO | Buy | TWILIO INCcl a | $579,000 | +181.1% | 1,710 | +104.8% | 0.17% | +121.8% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $564,000 | +4.8% | 9,645 | +2.9% | 0.17% | -17.2% |
| WDAY | Buy | WORKDAY INCcl a | $540,000 | +164.7% | 2,255 | +137.4% | 0.16% | +109.1% |
| FISV | FISERV INC | $499,000 | +10.4% | 4,385 | 0.0% | 0.15% | -12.4% | |
| ISRG | New | INTUITIVE SURGICAL INC | $496,000 | – | 606 | +100.0% | 0.15% | – |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $485,000 | +18.6% | 4,273 | +10.3% | 0.14% | -5.8% |
| CFRX | Buy | CONTRAFECT CORP | $482,000 | +2.8% | 95,369 | +7.3% | 0.14% | -18.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $483,000 | +24.2% | 3,835 | +20.0% | 0.14% | -2.0% |
| T | Sell | AT&T INC | $479,000 | -20.7% | 16,650 | -21.5% | 0.14% | -37.3% |
| ADP | AUTOMATIC DATA PROCESSING IN | $470,000 | +26.3% | 2,670 | 0.0% | 0.14% | 0.0% | |
| MTG | MGIC INVT CORP WIS | $438,000 | +41.3% | 34,939 | 0.0% | 0.13% | +12.0% | |
| CERC | Buy | CERECOR INC | $427,000 | +354.3% | 161,566 | +289.0% | 0.13% | +262.9% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $420,000 | +26.9% | 2,550 | 0.0% | 0.12% | 0.0% | |
| ORLY | OREILLY AUTOMOTIVE INC | $410,000 | -1.9% | 906 | 0.0% | 0.12% | -22.3% | |
| BAC | New | BK OF AMERICA CORP | $405,000 | – | 13,351 | +100.0% | 0.12% | – |
| VGT | VANGUARD WORLD FDSinf tech etf | $398,000 | +13.7% | 1,125 | 0.0% | 0.12% | -9.8% | |
| IVV | Buy | ISHARES TRcore s&p500 etf | $389,000 | +18.2% | 1,035 | +5.6% | 0.12% | -6.5% |
| DIS | New | DISNEY WALT CO | $382,000 | – | 2,111 | +100.0% | 0.11% | – |
| CVX | Buy | CHEVRON CORP NEW | $370,000 | +68.9% | 4,378 | +44.1% | 0.11% | +32.5% |
| DUK | Buy | DUKE ENERGY CORP NEW | $354,000 | +18.0% | 3,867 | +14.0% | 0.11% | -6.2% |
| PINS | New | PINTEREST INCcl a | $340,000 | – | 5,165 | +100.0% | 0.10% | – |
| WEC | WEC ENERGY GROUP INC | $337,000 | -5.1% | 3,662 | 0.0% | 0.10% | -24.6% | |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $334,000 | -44.2% | 2,877 | -50.1% | 0.10% | -55.8% |
| BA | Buy | BOEING CO | $319,000 | +49.8% | 1,491 | +15.9% | 0.10% | +18.8% |
| CVS | Sell | CVS HEALTH CORP | $318,000 | -77.8% | 4,660 | -81.0% | 0.10% | -82.4% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $307,000 | +4.8% | 2,923 | +10.4% | 0.09% | -16.4% |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $307,000 | +1.3% | 3,163 | 0.0% | 0.09% | -19.3% | |
| XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $303,000 | +42.9% | 6,300 | +23.5% | 0.09% | +12.5% |
| KO | Sell | COCA COLA CO | $298,000 | +2.8% | 5,433 | -7.6% | 0.09% | -18.3% |
| ES | Buy | EVERSOURCE ENERGY | $294,000 | +9.7% | 3,401 | +6.1% | 0.09% | -12.9% |
| ALGN | New | ALIGN TECHNOLOGY INC | $292,000 | – | 546 | +100.0% | 0.09% | – |
| PANW | New | PALO ALTO NETWORKS INC | $293,000 | – | 825 | +100.0% | 0.09% | – |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $271,000 | +0.4% | 3,258 | 0.0% | 0.08% | -20.6% | |
| AMD | New | ADVANCED MICRO DEVICES INC | $271,000 | – | 2,958 | +100.0% | 0.08% | – |
| SHV | Sell | ISHARES TRshort treas bd | $265,000 | -38.7% | 2,396 | -38.5% | 0.08% | -51.5% |
| PTON | Sell | PELOTON INTERACTIVE INC | $265,000 | -14.2% | 1,745 | -44.0% | 0.08% | -31.9% |
| WMT | WALMART INC | $258,000 | +3.2% | 1,790 | 0.0% | 0.08% | -18.1% | |
| VICI | New | VICI PPTYS INC | $258,000 | – | 10,100 | +100.0% | 0.08% | – |
| D | Sell | DOMINION ENERGY INC | $254,000 | -5.2% | 3,374 | -0.6% | 0.08% | -24.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $249,000 | +24.5% | 1,082 | +0.1% | 0.07% | -1.3% |
| CAT | Sell | CATERPILLAR INC | $249,000 | +13.7% | 1,370 | -6.8% | 0.07% | -10.8% |
| TIP | ISHARES TRtips bd etf | $244,000 | +0.8% | 1,912 | 0.0% | 0.07% | -19.8% | |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $240,000 | – | 1,235 | +100.0% | 0.07% | – |
| HDV | ISHARES TRcore high dv etf | $238,000 | +8.7% | 2,716 | 0.0% | 0.07% | -14.5% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $236,000 | +13.5% | 2,575 | 0.0% | 0.07% | -10.3% | |
| NVCR | New | NOVOCURE LTD | $236,000 | – | 1,361 | +100.0% | 0.07% | – |
| DELL | Sell | DELL TECHNOLOGIES INCcl c | $232,000 | +4.0% | 3,160 | -3.9% | 0.07% | -17.9% |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $231,000 | – | 1,622 | +100.0% | 0.07% | – |
| RSG | New | REPUBLIC SVCS INC | $228,000 | – | 2,366 | +100.0% | 0.07% | – |
| SPLK | Sell | SPLUNK INC | $225,000 | -42.3% | 1,325 | -36.1% | 0.07% | -54.4% |
| WFC | New | WELLS FARGO CO NEW | $225,000 | – | 7,460 | +100.0% | 0.07% | – |
| BX | Sell | BLACKSTONE GROUP INC | $217,000 | -4.4% | 3,350 | -23.0% | 0.06% | -24.4% |
| DEO | New | DIAGEO PLCspon adr new | $211,000 | – | 1,330 | +100.0% | 0.06% | – |
| IEP | New | ICAHN ENTERPRISES LPdepositary unit | $203,000 | – | 4,000 | +100.0% | 0.06% | – |
| ILMN | New | ILLUMINA INC | $206,000 | – | 556 | +100.0% | 0.06% | – |
| XFOR | New | X4 PHARMACEUTICALS INC | $151,000 | – | 23,505 | +100.0% | 0.04% | – |
| RQI | COHEN & STEERS QUALITY INCOM | $149,000 | +12.0% | 12,000 | 0.0% | 0.04% | -12.0% | |
| PDSB | New | PDS BIOTECHNOLOGY CORP | $105,000 | – | 49,203 | +100.0% | 0.03% | – |
| AGEN | AGENUS INC | $32,000 | -20.0% | 10,000 | 0.0% | 0.01% | -33.3% | |
| REED | REEDS INC | $30,000 | -34.8% | 50,000 | 0.0% | 0.01% | -47.1% | |
| KNOWLES CORPnote 3.250%11/0 | $11,000 | 0.0% | 10,000 | 0.0% | 0.00% | -25.0% | ||
| NATIONAL HEALTH INVS INCnote 3.250% 4/0 | $11,000 | +10.0% | 10,000 | 0.0% | 0.00% | -25.0% | ||
| MARRIOTT VACTINS WORLDWID COnote 1.500% 9/1 | $11,000 | +10.0% | 10,000 | 0.0% | 0.00% | -25.0% | ||
| NCLH | Exit | NORWEGIAN CRUISE LINE HLDG Lcall | $0 | – | -10,000 | -100.0% | -0.01% | – |
| USAS | Exit | AMERICAS GOLD AND SILVER COR | $0 | – | -28,486 | -100.0% | -0.03% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -10,250 | -100.0% | -0.14% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -19,589 | -100.0% | -0.37% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -25,545 | -100.0% | -0.53% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -7,500 | -100.0% | -0.58% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -3,050 | -100.0% | -0.64% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -35,210 | -100.0% | -0.84% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -15,553 | -100.0% | -0.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-28
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.