$92 Million is the total value of Hudson Portfolio Management LLC's 103 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WPP | New | WPP PLC NEWadr | $423,468 | – | 8,100 | +100.0% | 0.46% | – |
LOW | New | LOWES COS INC | $225,700 | – | 1,000 | +100.0% | 0.24% | – |
XLK | New | SELECT SECTOR SPDR TRtechnology | $222,541 | – | 1,280 | +100.0% | 0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-08
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ALPHABET INC C | 11 | Q3 2023 | 4.7% |
MCKESSON CORP | 11 | Q3 2023 | 4.2% |
INFOSYS LTD | 11 | Q3 2023 | 3.7% |
INTEL CORP | 11 | Q3 2023 | 3.6% |
CVS HEALTH CORP | 11 | Q3 2023 | 3.2% |
PIMCO ETF TR ENHAN SHRT MA AC | 11 | Q3 2023 | 5.6% |
SPDR SER TR | 11 | Q3 2023 | 3.0% |
ISHARES TR EAFE SML CP ETF | 11 | Q3 2023 | 2.8% |
VERIZON COMMUNICATIONS INC | 11 | Q3 2023 | 2.8% |
APPLE INC | 11 | Q3 2023 | 2.3% |
View Hudson Portfolio Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-13 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-15 |
13F-HR | 2021-11-09 |
View Hudson Portfolio 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.