$124 Million is the total value of Bryant Woods Investment Advisors, LLC's 36 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,058,000 | +17.4% | 2 | 0.0% | 0.85% | +21.5% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $994,000 | +16.5% | 4,000 | 0.0% | 0.80% | +20.4% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $565,000 | -2.4% | 7,159 | 0.0% | 0.46% | +0.9% | |
| WTM | WHITE MTNS INS GROUP LTD | $386,000 | +11.9% | 340 | 0.0% | 0.31% | +15.6% | |
| PPG | PPG INDS INC | $315,000 | -23.9% | 2,400 | 0.0% | 0.25% | -21.4% | |
| MOGA | MOOG INCcl a | $283,000 | +8.4% | 3,225 | 0.0% | 0.23% | +11.8% | |
| QCOM | QUALCOMM INC | $246,000 | -16.3% | 1,609 | 0.0% | 0.20% | -13.5% | |
| XXII | 22ND CENTY GROUP INC | $29,000 | -23.7% | 12,471 | 0.0% | 0.02% | -23.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 22.1% |
| ISHARES TR | 8 | Q3 2023 | 16.3% |
| ISHARES TR | 8 | Q3 2023 | 10.2% |
| ISHARES INC | 8 | Q3 2023 | 8.4% |
| APPLE INC | 8 | Q3 2023 | 8.6% |
| ISHARES INC | 8 | Q3 2023 | 5.4% |
| ISHARES TR | 8 | Q3 2023 | 5.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 7.3% |
| VANGUARD ADMIRAL FDS INC | 8 | Q3 2023 | 4.0% |
| VANGUARD ADMIRAL FDS INC | 8 | Q3 2023 | 3.8% |
View Bryant Woods Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-14 |
View Bryant Woods Investment Advisors, 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.