$169 Million is the total value of Sculati Wealth Management, LLC's 115 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
COST | New | COSTCO WHSL CORP NEW | $232,000 | – | 491 | +100.0% | 0.14% | – |
TSLA | New | TESLA INC | $221,000 | – | 834 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 10.3% |
APPLE INC | 16 | Q3 2023 | 6.0% |
MICROSOFT CORP | 16 | Q3 2023 | 3.9% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.8% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 4.3% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.8% |
AMAZON COM INC | 16 | Q3 2023 | 3.8% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 4.0% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 2.2% |
LULULEMON ATHLETICA INC | 16 | Q3 2023 | 2.6% |
View Sculati Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-14 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-15 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-07 |
View Sculati 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.