$101 Million is the total value of apricus wealth, LLC's 77 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HESM | HESS MIDSTREAM LP | $466,000 | -8.8% | 18,250 | 0.0% | 0.46% | -1.1% | |
| HUBB | HUBBELL INC | $424,000 | +25.1% | 1,900 | 0.0% | 0.42% | +35.8% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $274,000 | -5.8% | 2,028 | 0.0% | 0.27% | +2.3% | |
| UNH | UNITEDHEALTH GROUP INC | $253,000 | -1.6% | 500 | 0.0% | 0.25% | +6.8% | |
| CAT | CATERPILLAR INC | $226,000 | -8.1% | 1,375 | 0.0% | 0.22% | -0.4% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $223,000 | -2.2% | 834 | 0.0% | 0.22% | +5.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-31
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 | 2024-05-14 |
| 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.