Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR GOLD TR | 11 | Q2 2024 | 7.5% |
ISHARES TR | 11 | Q2 2024 | 5.0% |
APPLE INC | 11 | Q2 2024 | 3.8% |
PEPSICO INC | 11 | Q2 2024 | 3.4% |
KINDER MORGAN INC DEL | 11 | Q2 2024 | 2.6% |
MICROSOFT CORP | 11 | Q2 2024 | 3.0% |
VANGUARD INDEX FDS | 11 | Q2 2024 | 2.9% |
ABBOTT LABS | 11 | Q2 2024 | 2.2% |
JOHNSON & JOHNSON | 11 | Q2 2024 | 1.8% |
WALMART INC | 11 | Q2 2024 | 1.8% |
View NORTHCAPE WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-21 |
13F-HR | 2024-07-25 |
13F-HR | 2024-04-30 |
13F-HR | 2024-02-05 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-08 |
13F-HR | 2022-08-09 |
View NORTHCAPE 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.