$131 Billion is the total value of apricus wealth, LLC's 88 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DELL | New | DELL TECHNOLOGIES INCcl c | $2,057,000 | – | 41,975 | +100.0% | 1.68% | – |
| PRU | New | PRUDENTIAL FINL INC | $1,888,000 | – | 15,594 | +100.0% | 1.54% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $631,000 | – | 1,616 | +100.0% | 0.52% | – |
| New | CONSTELLATION ENERGY CORP | $621,000 | – | 9,495 | +100.0% | 0.51% | – | |
| DISCK | New | DISCOVERY INC | $609,000 | – | 26,467 | +100.0% | 0.50% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $294,000 | – | 497 | +100.0% | 0.24% | – |
| CAT | New | CATERPILLAR INC | $294,000 | – | 1,250 | +100.0% | 0.24% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $291,000 | – | 834 | +100.0% | 0.24% | – |
| AFL | New | AFLAC INC | $241,000 | – | 3,615 | +100.0% | 0.20% | – |
| LNC | New | LINCOLN NATL CORP IND | $232,000 | – | 3,380 | +100.0% | 0.19% | – |
| COST | New | COSTCO WHSL CORP NEW | $214,000 | – | 355 | +100.0% | 0.17% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $214,000 | – | 900 | +100.0% | 0.17% | – |
| DHR | New | DANAHER CORPORATION | $209,000 | – | 744 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JPMORGAN CHASE & CO | 8 | Q3 2023 | 4.5% |
| UNUM GROUP | 8 | Q3 2023 | 4.2% |
| BK OF AMERICA CORP | 8 | Q3 2023 | 3.5% |
| AMGEN INC | 8 | Q3 2023 | 3.4% |
| ABBVIE INC | 8 | Q3 2023 | 3.1% |
| APPLE INC | 8 | Q3 2023 | 3.1% |
| KINDER MORGAN INC DEL | 8 | Q3 2023 | 3.0% |
| CHEVRON CORP NEW | 8 | Q3 2023 | 3.1% |
| TOYOTA MOTOR CORP | 8 | Q3 2023 | 3.1% |
| UNILEVER PLC | 8 | Q3 2023 | 3.1% |
View apricus wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-03-09 |
View apricus wealth, 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.