Nauset Wealth Management. LLC holdings history

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237 is the total number of securities Nauset Wealth Management. LLC has owned. The longest Nauset Wealth Management. LLC has owned a single stock is 2 quarters.

Nauset Wealth Management. LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AMZN AMAZON COM INC228.72%9.65%10.58%Q4 2021Q1 20222
XLI SELECT SECTOR SPDR TR227.36%8.33%9.30%Q4 2021Q1 20222
IYW ISHARES TR226.60%7.77%8.95%Q4 2021Q1 20222
AAPL APPLE INC225.00%5.57%6.14%Q4 2021Q1 20222
BX BLACKSTONE INC224.91%5.48%6.05%Q4 2021Q1 20222
IVV ISHARES TR225.20%5.40%5.60%Q4 2021Q1 20222
IAU ISHARES GOLD TR224.53%4.90%5.27%Q4 2021Q1 20222
BCD ABRDN ETFS224.28%4.81%5.35%Q4 2021Q1 20222
KBWB INVESCO EXCH TRADED FD...223.61%4.06%4.52%Q4 2021Q1 20222
VEA VANGUARD TAX-MANAGED I...222.53%2.78%3.04%Q4 2021Q1 20222
AMT AMERICAN TOWER CORP NEW222.03%2.43%2.83%Q4 2021Q1 20222
KBE SPDR SER TR221.97%2.09%2.21%Q4 2021Q1 20222
FDN FIRST TR EXCHANGE-TRAD...221.62%2.06%2.49%Q4 2021Q1 20222
GOOGL ALPHABET INC221.53%1.73%1.93%Q4 2021Q1 20222
GOOG ALPHABET INC221.44%1.62%1.79%Q4 2021Q1 20222
VGK VANGUARD INTL EQUITY I...220.10%1.59%3.08%Q4 2021Q1 20222
CHTR CHARTER COMMUNICATIONS...221.29%1.47%1.66%Q4 2021Q1 20222
VB VANGUARD INDEX FDS221.40%1.42%1.44%Q4 2021Q1 20222
FXH FIRST TR EXCHANGE TRAD...221.26%1.40%1.53%Q4 2021Q1 20222
VOO VANGUARD INDEX FDS221.18%1.34%1.49%Q4 2021Q1 20222
VO VANGUARD INDEX FDS220.62%1.22%1.83%Q4 2021Q1 20222
IGM ISHARES TR220.98%1.12%1.25%Q4 2021Q1 20222
NVDA NVIDIA CORPORATION221.03%1.10%1.18%Q4 2021Q1 20222
MSFT MICROSOFT CORP220.68%0.73%0.78%Q4 2021Q1 20222
CCI CROWN CASTLE INTL CORP...220.54%0.64%0.75%Q4 2021Q1 20222
BCSF BAIN CAP SPECIALTY FIN...220.53%0.60%0.67%Q4 2021Q1 20222
NET CLOUDFLARE INC220.47%0.60%0.73%Q4 2021Q1 20222
SHOP SHOPIFY INC220.37%0.58%0.79%Q4 2021Q1 20222
VGT VANGUARD WORLD FDS220.48%0.56%0.64%Q4 2021Q1 20222
AAXJ ISHARES TR220.28%0.53%0.78%Q4 2021Q1 20222
IVW ISHARES TR220.44%0.52%0.58%Q4 2021Q1 20222
SDY SPDR SER TR220.44%0.49%0.53%Q4 2021Q1 20222
IYH ISHARES TR220.48%0.48%0.48%Q4 2021Q1 20222
BRKB BERKSHIRE HATHAWAY INC...220.46%0.48%0.49%Q4 2021Q1 20222
IYK ISHARES TR220.41%0.46%0.50%Q4 2021Q1 20222
IWB ISHARES TR220.41%0.43%0.44%Q4 2021Q1 20222
PEP PEPSICO INC220.36%0.41%0.46%Q4 2021Q1 20222
SPY SPDR S&P 500 ETF TR220.27%0.35%0.42%Q4 2021Q1 20222
FBT FIRST TR EXCHANGE-TRAD...220.30%0.34%0.39%Q4 2021Q1 20222
VTI VANGUARD INDEX FDS220.29%0.33%0.37%Q4 2021Q1 20222
TSLA TESLA INC220.30%0.33%0.35%Q4 2021Q1 20222
PG PROCTER AND GAMBLE CO220.25%0.29%0.33%Q4 2021Q1 20222
WELL WELLTOWER INC220.28%0.29%0.30%Q4 2021Q1 20222
IJK ISHARES TR220.25%0.29%0.32%Q4 2021Q1 20222
TEAM ATLASSIAN CORP PLC220.20%0.28%0.36%Q4 2021Q1 20222
TWLO TWILIO INC220.15%0.28%0.40%Q4 2021Q1 20222
V VISA INC220.24%0.27%0.30%Q4 2021Q1 20222
DIS DISNEY WALT CO220.23%0.26%0.30%Q4 2021Q1 20222
CSX CSX CORP220.22%0.24%0.26%Q4 2021Q1 20222
JPM JPMORGAN CHASE & CO220.22%0.22%0.22%Q4 2021Q1 20222
ILMN ILLUMINA INC220.18%0.20%0.22%Q4 2021Q1 20222
DDOG DATADOG INC220.17%0.20%0.23%Q4 2021Q1 20222
NFLX NETFLIX INC220.12%0.19%0.25%Q4 2021Q1 20222
COST COSTCO WHSL CORP NEW220.17%0.18%0.20%Q4 2021Q1 20222
FDIS FIDELITY COVINGTON TRUST220.11%0.18%0.24%Q4 2021Q1 20222
NKE NIKE INC220.12%0.16%0.19%Q4 2021Q1 20222
VTV VANGUARD INDEX FDS113.53%3.53%3.53%Q1 2022Q1 20221
IJJ ISHARES TR112.72%2.72%2.72%Q1 2022Q1 20221
VBR VANGUARD INDEX FDS111.95%1.95%1.95%Q1 2022Q1 20221
IJR ISHARES TR111.59%1.59%1.59%Q1 2022Q1 20221
IEFA ISHARES TR110.45%0.45%0.45%Q1 2022Q1 20221
VNQ VANGUARD INDEX FDS110.23%0.23%0.23%Q1 2022Q1 20221
IWR ISHARES TR110.16%0.16%0.16%Q1 2022Q1 20221
IWD ISHARES TR110.15%0.15%0.15%Q1 2022Q1 20221
BBH VANECK ETF TRUST110.13%0.13%0.13%Q1 2022Q1 20221
CB CHUBB LIMITED110.12%0.12%0.12%Q1 2022Q1 20221
CG CARLYLE GROUP INC110.12%0.12%0.12%Q1 2022Q1 20221
MDT MEDTRONIC PLC110.12%0.12%0.12%Q1 2022Q1 20221
TXN TEXAS INSTRS INC110.12%0.12%0.12%Q1 2022Q1 20221
JNJ JOHNSON & JOHNSON110.11%0.11%0.11%Q1 2022Q1 20221
ADM ARCHER DANIELS MIDLAND CO110.11%0.11%0.11%Q1 2022Q1 20221
MET METLIFE INC110.10%0.10%0.10%Q1 2022Q1 20221
IBM INTERNATIONAL BUSINESS...110.10%0.10%0.10%Q1 2022Q1 20221
QCOM QUALCOMM INC110.10%0.10%0.10%Q1 2022Q1 20221
TKR TIMKEN CO110.10%0.10%0.10%Q1 2022Q1 20221
COIN COINBASE GLOBAL INC110.09%0.09%0.09%Q1 2022Q1 20221
ASAN ASANA INC110.09%0.09%0.09%Q1 2022Q1 20221
XLY SELECT SECTOR SPDR TR110.09%0.09%0.09%Q1 2022Q1 20221
SQ BLOCK INC110.09%0.09%0.09%Q1 2022Q1 20221
ABBV ABBVIE INC110.08%0.08%0.08%Q1 2022Q1 20221
CMCSA COMCAST CORP NEW110.08%0.08%0.08%Q1 2022Q1 20221
GSBD GOLDMAN SACHS BDC INC110.08%0.08%0.08%Q1 2022Q1 20221
VOT VANGUARD INDEX FDS110.08%0.08%0.08%Q1 2022Q1 20221
GLW CORNING INC110.07%0.07%0.07%Q1 2022Q1 20221
BOND PIMCO ETF TR110.07%0.07%0.07%Q1 2022Q1 20221
SWKS SKYWORKS SOLUTIONS INC110.07%0.07%0.07%Q1 2022Q1 20221
DEO DIAGEO PLC110.07%0.07%0.07%Q1 2022Q1 20221
MDB MONGODB INC110.07%0.07%0.07%Q1 2022Q1 20221
HDV ISHARES TR110.07%0.07%0.07%Q1 2022Q1 20221
AFRM AFFIRM HLDGS INC110.07%0.07%0.07%Q1 2022Q1 20221
YUM YUM BRANDS INC110.07%0.07%0.07%Q1 2022Q1 20221
PFE PFIZER INC110.07%0.07%0.07%Q1 2022Q1 20221
USRT ISHARES TR110.06%0.06%0.06%Q1 2022Q1 20221
C CITIGROUP INC110.06%0.06%0.06%Q1 2022Q1 20221
ALNY ALNYLAM PHARMACEUTICAL...110.06%0.06%0.06%Q1 2022Q1 20221
DES WISDOMTREE TR110.06%0.06%0.06%Q1 2022Q1 20221
TSLX SIXTH STREET SPECIALTY...110.06%0.06%0.06%Q1 2022Q1 20221
WM WASTE MGMT INC DEL110.06%0.06%0.06%Q1 2022Q1 20221
ARCC ARES CAPITAL CORP110.06%0.06%0.06%Q1 2022Q1 20221
SRLN SSGA ACTIVE ETF TR110.06%0.06%0.06%Q1 2022Q1 20221
FB META PLATFORMS INC110.05%0.05%0.05%Q1 2022Q1 20221
NFRA FLEXSHARES TR110.05%0.05%0.05%Q1 2022Q1 20221
AMD ADVANCED MICRO DEVICES...110.05%0.05%0.05%Q1 2022Q1 20221
ABNB AIRBNB INC110.05%0.05%0.05%Q1 2022Q1 20221
UNP UNION PAC CORP110.05%0.05%0.05%Q1 2022Q1 20221
IYJ ISHARES TR110.05%0.05%0.05%Q1 2022Q1 20221
VZ VERIZON COMMUNICATIONS...110.05%0.05%0.05%Q1 2022Q1 20221
FMAT FIDELITY COVINGTON TRUST110.05%0.05%0.05%Q1 2022Q1 20221
AZN ASTRAZENECA PLC110.05%0.05%0.05%Q1 2022Q1 20221
TWTR TWITTER INC110.05%0.05%0.05%Q1 2022Q1 20221
HD HOME DEPOT INC110.04%0.04%0.04%Q1 2022Q1 20221
KEY KEYCORP110.04%0.04%0.04%Q1 2022Q1 20221
HYG ISHARES TR110.04%0.04%0.04%Q1 2022Q1 20221
CTVA CORTEVA INC110.04%0.04%0.04%Q1 2022Q1 20221
BLK BLACKROCK INC110.04%0.04%0.04%Q1 2022Q1 20221
FPE FIRST TR EXCH TRADED F...110.04%0.04%0.04%Q1 2022Q1 20221
VEC VECTRUS INC110.04%0.04%0.04%Q1 2022Q1 20221
PXD PIONEER NAT RES CO110.04%0.04%0.04%Q1 2022Q1 20221
AMGN AMGEN INC110.04%0.04%0.04%Q1 2022Q1 20221
VHT VANGUARD WORLD FDS110.04%0.04%0.04%Q1 2022Q1 20221
EOG EOG RES INC110.04%0.04%0.04%Q1 2022Q1 20221
XOM EXXON MOBIL CORP110.04%0.04%0.04%Q1 2022Q1 20221
NVCR NOVOCURE LTD110.04%0.04%0.04%Q1 2022Q1 20221
LMT LOCKHEED MARTIN CORP110.04%0.04%0.04%Q1 2022Q1 20221
VIG VANGUARD SPECIALIZED F...110.04%0.04%0.04%Q1 2022Q1 20221
WERN WERNER ENTERPRISES INC110.04%0.04%0.04%Q1 2022Q1 20221
ESTC ELASTIC N V110.04%0.04%0.04%Q1 2022Q1 20221
EEMV ISHARES INC110.04%0.04%0.04%Q1 2022Q1 20221
WYNN WYNN RESORTS LTD110.04%0.04%0.04%Q1 2022Q1 20221
PNW PINNACLE WEST CAP CORP110.03%0.03%0.03%Q1 2022Q1 20221
AXP AMERICAN EXPRESS CO110.03%0.03%0.03%Q1 2022Q1 20221
SLB SCHLUMBERGER LTD110.03%0.03%0.03%Q1 2022Q1 20221
XLRE SELECT SECTOR SPDR TR110.03%0.03%0.03%Q1 2022Q1 20221
DAL DELTA AIR LINES INC DEL110.03%0.03%0.03%Q1 2022Q1 20221
SCHA SCHWAB STRATEGIC TR110.03%0.03%0.03%Q1 2022Q1 20221
ARWR ARROWHEAD PHARMACEUTIC...110.03%0.03%0.03%Q1 2022Q1 20221
CODI COMPASS DIVERSIFIED110.03%0.03%0.03%Q1 2022Q1 20221
ALEC ALECTOR INC110.03%0.03%0.03%Q1 2022Q1 20221
IFF INTERNATIONAL FLAVORS&...110.03%0.03%0.03%Q1 2022Q1 20221
BSX BOSTON SCIENTIFIC CORP110.03%0.03%0.03%Q1 2022Q1 20221
ACM AECOM110.03%0.03%0.03%Q1 2022Q1 20221
IWM ISHARES TR110.03%0.03%0.03%Q1 2022Q1 20221
NFG NATIONAL FUEL GAS CO110.03%0.03%0.03%Q1 2022Q1 20221
ORCC OWL ROCK CAPITAL CORPO...110.03%0.03%0.03%Q1 2022Q1 20221
KMB KIMBERLY-CLARK CORP110.03%0.03%0.03%Q1 2022Q1 20221
WMT WALMART INC110.02%0.02%0.02%Q1 2022Q1 20221
SCHB SCHWAB STRATEGIC TR110.02%0.02%0.02%Q1 2022Q1 20221
BXMT BLACKSTONE MTG TR INC110.02%0.02%0.02%Q1 2022Q1 20221
YUMC YUM CHINA HLDGS INC110.02%0.02%0.02%Q1 2022Q1 20221
EPD ENTERPRISE PRODS PARTN...110.02%0.02%0.02%Q1 2022Q1 20221
XAR SPDR SER TR110.02%0.02%0.02%Q1 2022Q1 20221
LMND LEMONADE INC110.02%0.02%0.02%Q1 2022Q1 20221
QS QUANTUMSCAPE CORP110.02%0.02%0.02%Q1 2022Q1 20221
ZM ZOOM VIDEO COMMUNICATI...110.02%0.02%0.02%Q1 2022Q1 20221
KREF KKR REAL ESTATE FIN TR...110.02%0.02%0.02%Q1 2022Q1 20221
RTX RAYTHEON TECHNOLOGIES ...110.02%0.02%0.02%Q1 2022Q1 20221
CAT CATERPILLAR INC110.02%0.02%0.02%Q1 2022Q1 20221
PEAK HEALTHPEAK PROPERTIES INC110.02%0.02%0.02%Q1 2022Q1 20221
DE DEERE & CO110.02%0.02%0.02%Q1 2022Q1 20221
BIP BROOKFIELD INFRAST PAR...110.02%0.02%0.02%Q1 2022Q1 20221
NOK NOKIA CORP110.02%0.02%0.02%Q1 2022Q1 20221
VICARIOUS SURGICAL INC110.02%0.02%0.02%Q1 2022Q1 20221
BRG BLUEROCK RESIDENTIAL G...110.02%0.02%0.02%Q1 2022Q1 20221
BMY BRISTOL-MYERS SQUIBB CO110.02%0.02%0.02%Q1 2022Q1 20221
GS GOLDMAN SACHS GROUP INC110.02%0.02%0.02%Q1 2022Q1 20221
KO COCA COLA CO110.02%0.02%0.02%Q1 2022Q1 20221
LUCID GROUP INC110.02%0.02%0.02%Q1 2022Q1 20221
VT VANGUARD INTL EQUITY I...110.02%0.02%0.02%Q1 2022Q1 20221
MMM 3M CO110.02%0.02%0.02%Q1 2022Q1 20221
BAX BAXTER INTL INC110.02%0.02%0.02%Q1 2022Q1 20221
GENERAL ELECTRIC CO110.02%0.02%0.02%Q1 2022Q1 20221
DUK DUKE ENERGY CORP NEW110.02%0.02%0.02%Q1 2022Q1 20221
SO SOUTHERN CO110.02%0.02%0.02%Q1 2022Q1 20221
WY WEYERHAEUSER CO MTN BE110.02%0.02%0.02%Q1 2022Q1 20221
BDN BRANDYWINE RLTY TR110.02%0.02%0.02%Q1 2022Q1 20221
SHYG ISHARES TR110.02%0.02%0.02%Q1 2022Q1 20221
MTX MINERALS TECHNOLOGIES INC110.02%0.02%0.02%Q1 2022Q1 20221
SSB SOUTHSTATE CORPORATION110.02%0.02%0.02%Q1 2022Q1 20221
FCX FREEPORT-MCMORAN INC110.01%0.01%0.01%Q1 2022Q1 20221
DTN WISDOMTREE TR110.01%0.01%0.01%Q1 2022Q1 20221
CRM SALESFORCE COM INC110.01%0.01%0.01%Q1 2022Q1 20221
ISRG INTUITIVE SURGICAL INC110.01%0.01%0.01%Q1 2022Q1 20221
KCE SPDR SER TR110.01%0.01%0.01%Q1 2022Q1 20221
PSR INVESCO ACTIVELY MANAG...110.01%0.01%0.01%Q1 2022Q1 20221
QQQ INVESCO QQQ TR110.01%0.01%0.01%Q1 2022Q1 20221
MS MORGAN STANLEY110.01%0.01%0.01%Q1 2022Q1 20221
BHF BRIGHTHOUSE FINL INC110.01%0.01%0.01%Q1 2022Q1 20221
GLD SPDR GOLD TR110.01%0.01%0.01%Q1 2022Q1 20221
MNA INDEXIQ ETF TR110.01%0.01%0.01%Q1 2022Q1 20221
SBUX STARBUCKS CORP110.01%0.01%0.01%Q1 2022Q1 20221
FGEN FIBROGEN INC110.01%0.01%0.01%Q1 2022Q1 20221
JOBY AVIATION INC110.01%0.01%0.01%Q1 2022Q1 20221
BABA ALIBABA GROUP HLDG LTD110.01%0.01%0.01%Q1 2022Q1 20221
SCHG SCHWAB STRATEGIC TR110.01%0.01%0.01%Q1 2022Q1 20221
NEE NEXTERA ENERGY INC110.01%0.01%0.01%Q1 2022Q1 20221
TSM TAIWAN SEMICONDUCTOR M...110.01%0.01%0.01%Q1 2022Q1 20221
BA BOEING CO110.01%0.01%0.01%Q1 2022Q1 20221
SAM BOSTON BEER INC110.01%0.01%0.01%Q1 2022Q1 20221
SNAP SNAP INC110.01%0.01%0.01%Q1 2022Q1 20221
ITOT ISHARES TR110.01%0.01%0.01%Q1 2022Q1 20221
GD GENERAL DYNAMICS CORP110.01%0.01%0.01%Q1 2022Q1 20221
SCHV SCHWAB STRATEGIC TR110.01%0.01%0.01%Q1 2022Q1 20221
KMI KINDER MORGAN INC DEL110.01%0.01%0.01%Q1 2022Q1 20221
QAI INDEXIQ ETF TR110.01%0.01%0.01%Q1 2022Q1 20221
DASH DOORDASH INC110.01%0.01%0.01%Q1 2022Q1 20221
ALGN ALIGN TECHNOLOGY INC110.00%0.00%0.00%Q1 2022Q1 20221
HPE HEWLETT PACKARD ENTERP...110.00%0.00%0.00%Q1 2022Q1 20221
DLR DIGITAL RLTY TR INC110.00%0.00%0.00%Q1 2022Q1 20221
MVIS MICROVISION INC DEL110.00%0.00%0.00%Q1 2022Q1 20221
SSP SCRIPPS E W CO OHIO110.00%0.00%0.00%Q1 2022Q1 20221
PTON PELOTON INTERACTIVE INC110.00%0.00%0.00%Q1 2022Q1 20221
RWL INVESCO EXCH TRADED FD...110.00%0.00%0.00%Q1 2022Q1 20221
MJ ETF MANAGERS TR110.00%0.00%0.00%Q1 2022Q1 20221
RPT RPT REALTY110.00%0.00%0.00%Q1 2022Q1 20221
T AT&T INC110.00%0.00%0.00%Q1 2022Q1 20221
SEEL SEELOS THERAPEUTICS INC110.00%0.00%0.00%Q1 2022Q1 20221
XLE SELECT SECTOR SPDR TR110.00%0.00%0.00%Q1 2022Q1 20221
IBB ISHARES TR110.00%0.00%0.00%Q1 2022Q1 20221
VTRS VIATRIS INC110.00%0.00%0.00%Q1 2022Q1 20221
LUMN LUMEN TECHNOLOGIES INC110.00%0.00%0.00%Q1 2022Q1 20221
TAK TAKEDA PHARMACEUTICAL ...110.00%0.00%0.00%Q1 2022Q1 20221
NCR NCR CORP NEW110.00%0.00%0.00%Q1 2022Q1 20221
HES HESS CORP110.00%0.00%0.00%Q1 2022Q1 20221
TDC TERADATA CORP DEL110.00%0.00%0.00%Q1 2022Q1 20221
CVM CEL-SCI CORP110.00%0.00%0.00%Q1 2022Q1 20221
PFXF VANECK ETF TRUST110.00%0.00%0.00%Q1 2022Q1 20221
SCHH SCHWAB STRATEGIC TR110.00%0.00%0.00%Q1 2022Q1 20221
NXPI NXP SEMICONDUCTORS N V110.00%0.00%0.00%Q1 2022Q1 20221
SPSM SPDR SER TR110.00%0.00%0.00%Q1 2022Q1 20221
SPLG SPDR SER TR110.00%0.00%0.00%Q1 2022Q1 20221
VOD VODAFONE GROUP PLC NEW110.00%0.00%0.00%Q1 2022Q1 20221
WFC WELLS FARGO CO NEW110.00%0.00%0.00%Q1 2022Q1 20221
DEM WISDOMTREE TR110.00%0.00%0.00%Q1 2022Q1 20221
EA ELECTRONIC ARTS INC110.00%0.00%0.00%Q1 2022Q1 20221
PQIN PGIM ETF TR110.00%0.00%0.00%Q1 2022Q1 20221
LULU LULULEMON ATHLETICA INC110.00%0.00%0.00%Q1 2022Q1 20221
AAL AMERICAN AIRLS GROUP INC110.00%0.00%0.00%Q1 2022Q1 20221
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The securities at the top of the list , including AMAZON COM INC, SELECT SECTOR SPDR TR, and ISHARES TR, are the highest-conviction holdings of Nauset Wealth Management. LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Nauset Wealth Management. LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Nauset Wealth Management. LLC owns currently or has owned in the past.