| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 13 | Q2 2024 | 15.4% |
| MICROSOFT CORP COM | 13 | Q2 2024 | 8.1% |
| ALPHABET INC CAP STK CL A | 13 | Q2 2024 | 9.1% |
| NVIDIA CORPORATION COM | 13 | Q2 2024 | 3.7% |
| AMAZON COM INC COM | 13 | Q2 2024 | 3.3% |
| JPMORGAN CHASE & CO. COM | 13 | Q2 2024 | 2.2% |
| AMERICAN EXPRESS CO COM | 13 | Q2 2024 | 3.1% |
| BROADCOM INC COM | 13 | Q2 2024 | 1.8% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 13 | Q2 2024 | 1.6% |
| EOG RES INC COM | 13 | Q2 2024 | 2.8% |
View Warther Private Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-11 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-30 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-12-30 |
| 13F-HR | 2022-12-30 |
| 13F-HR | 2022-12-30 |
View Warther Private 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.