| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
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.