| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 | 11 | Q2 2024 | 34.2% |
| DOMINION ENERGY INC COM | 11 | Q2 2024 | 5.5% |
| APPLE INC | 11 | Q2 2024 | 3.0% |
| MICROSOFT CORP | 11 | Q2 2024 | 2.5% |
| NEXTERA ENERGY INC COM USD0.01 | 11 | Q2 2024 | 1.2% |
| HOME DEPOT INC | 11 | Q2 2024 | 1.2% |
| PEPSICO INC | 11 | Q2 2024 | 0.8% |
| ALPHABET INC CAP STK CL A | 9 | Q2 2024 | 4.1% |
| BOOKING HOLDINGS INC | 9 | Q2 2024 | 1.0% |
| PROCTER AND GAMBLE CO COM | 9 | Q2 2024 | 0.5% |
View GRAHAM CAPITAL WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-24 |
| N-PX | 2024-10-15 |
| 13F-HR/A | 2024-08-21 |
| 13F-HR | 2024-08-14 |
| 13F-HR/A | 2024-04-23 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-10 |
View GRAHAM CAPITAL 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.