Kathleen S. Wright Associates Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationpittsburgh, PA
- CIK0001908433
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
275 | $240.05M | BRK.B, VOO, MOAT, SGOV | 13F-HR | Jan 27, 2025 | 000190843325000001 | ||
307 | $242.35M | BRK.B, VOO, MOAT, SGOV | 13F-HR | Oct 11, 2024 | 000190843324000010 | ||
235 | $217.72M | BRK.B, VOO, SGOV, MOAT | 13F-HR | Jul 18, 2024 | 000190843324000003 | ||
245 | $212.23M | BRK.B, VOO, SGOV, MOAT | 13F-HR | Apr 17, 2024 | 000190843324000002 | ||
224 | $196.60M | BRK.B, SGOV, VOO, MOAT | 13F-HR | Feb 1, 2024 | 000190843324000001 | ||
201 | $178.71M | BRK.B, SGOV, VOO, MOAT | 13F-HR | Oct 23, 2023 | 000190843323000004 | ||
167 | $156.90M | BRK.B, VOO, SGOV, MOAT | 13F-HR | Jul 20, 2023 | 000190843323000003 | ||
163 | $152.33M | BRK.B, EES, VOO, SGOV | 13F-HR | Apr 21, 2023 | 000190843323000002 | ||
206 | $147.57M | BRK.B, EES, VOO, MOAT | 13F-HR | Feb 2, 2023 | 000190843323000001 | ||
188 | $123.30M | BRK.B, EES, MOAT, VOO | 13F-HR | Oct 19, 2022 | 000190843322000004 | ||
157 | $118.84M | BRK.B, EES, SCHC, MOAT | 13F-HR | Jul 15, 2022 | 000190843322000003 | ||
150 | $137.09M | BRK.B, EES, SCHC, MOAT | 13F-HR | Apr 29, 2022 | 000190843322000002 | ||
149 | $135.91M | BRK.B, EES, SCHC, MOAT | 13F-HR | Feb 2, 2022 | 000190843322000001 |