Kathleen S. Wright Associates Inc.

Q4 2024 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    275

  • Value ($000)

    $240,050

  • Date Filed
    01/27/2025
  • Form type
    13F-HR
  • CIK
    0001908433
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$23.59M
10 %

51,996

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$20.93M
9 %

38,842

MOAT
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
92189F643
$14.48M
6 %

156,180

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$12.58M
5 %

125,395

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$9.94M
4 %

24,211

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$8.39M
4 %

31,750

EES
EES

WISDOMTREE TR

US SMALLCAP FUND
97717W562
$7.41M
3 %

137,283

AXP
AXP

AMERICAN EXPRESS CO

COM
025816109
$6.22M
3 %

20,427

VIGI
VIGI

VANGUARD WHITEHALL FDS

INTL DVD ETF
921946810
$5.82M
2 %

72,818

USMV
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$5.53M
2 %

62,289

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 275