| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 2 | Q1 2022 | 10.6% |
| SELECT SECTOR SPDR TR | 2 | Q1 2022 | 9.3% |
| ISHARES TR | 2 | Q1 2022 | 8.9% |
| APPLE INC | 2 | Q1 2022 | 6.1% |
| BLACKSTONE INC | 2 | Q1 2022 | 6.1% |
| ISHARES TR | 2 | Q1 2022 | 5.6% |
| ISHARES GOLD TR | 2 | Q1 2022 | 5.3% |
| ABRDN ETFS | 2 | Q1 2022 | 5.3% |
| INVESCO EXCH TRADED FD TR II | 2 | Q1 2022 | 4.5% |
| VANGUARD TAX-MANAGED INTL FD | 2 | Q1 2022 | 3.0% |
View Nauset Wealth Management. LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-11 |
View Nauset 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.