Bowman & Co S.C. - Q3 2023 holdings

$126 Million is the total value of Bowman & Co S.C.'s 85 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .

 Value Shares↓ Weighting
AMCR ExitAMCOR PLCord$0-14,779
-100.0%
-0.11%
VGT ExitVANGUARD WORLD FDSinf tech etf$0-459
-100.0%
-0.15%
SDY ExitSPDR SER TRs&p divid etf$0-1,860
-100.0%
-0.17%
CFO ExitVICTORY PORTFOLIOS II$0-4,322
-100.0%
-0.20%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-10-05
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS8Q3 202327.5%
ISHARES TR8Q3 202314.7%
ISHARES TR8Q3 202310.2%
ISHARES TR8Q3 20234.5%
VANGUARD MUN BD FDS8Q3 20233.7%
APPLE INC8Q3 20233.6%
MICROSOFT CORP8Q3 20233.4%
VANGUARD WHITEHALL FDS8Q3 20232.6%
JPMORGAN CHASE & CO8Q3 20232.4%
ISHARES TR8Q3 20232.3%

View Bowman & Co S.C.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-15
13F-HR2024-01-10
13F-HR2023-10-05
13F-HR2023-07-17
13F-HR2023-04-13
13F-HR2023-01-20
13F-HR2022-11-14
13F-HR2022-07-29
13F-HR2022-04-29
13F-HR2022-01-31

View Bowman & Co S.C.'s complete filings history.

Compare quarters

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