JR

Joseph R. Weiss, LLC

13F
Joseph R. Weiss, LLC
Last update 2019-11-13 6 Stocks (1 new)
Value $31.00 Mil Turnover 10 %
Countries:
Top Holdings: KHC(11.72%)OXY(7.60%)
Portfolio Report
Joseph R. Weiss, LLC Top Holdings of 2019-09-30 View Full List
Ticker
BRK.B CALL
WFC CALL
KHC
OXY
USB CALL
GS CALL
TFC
BAC
GS
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B CALL
Berkshire Hathaway Inc
3,374,900
15800.000
0%
51.170
0%
0.150
+7.58%
+24.79%
959232.641
Insurance
WFC CALL
Wells Fargo & Co
4,906,500
7307.000
0%
23.670
0%
0.130
+23.87%
+32.85%
213320.467
Banks
KHC
The Kraft Heinz Co
130,000
3619.000
+23.81%
11.720
+2.25%
0.010
-3.71%
-6.21%
40519.451
Consumer Packaged Goods
OXY
Occidental Petroleum Corp
52,000
2347.000
New Holding
7.600
+7.60%
0.010
-9.91%
-14.61%
47132.887
Oil & Gas
USB CALL
U.S. Bancorp
209,100
1697.000
0%
5.500
0%
0.010
+17.99%
+13.90%
74296.073
Banks
GS CALL
Goldman Sachs Group Inc
6,000
106.000
0%
0.340
0%
0.000
+15.48%
+39.22%
165417.919
Capital Markets
TFC
Truist Financial Corp
0
0.000
Sold Out
0.000
-3.62%
0.000
+4.05%
+19.34%
56180.673
Banks
BAC
Bank of America Corp
0
0.000
Sold Out
0.000
-17.61%
0.000
+15.02%
+26.84%
321340.198
Banks
GS
Goldman Sachs Group Inc
0
0.000
Sold Out
0.000
-26.90%
0.000
+15.48%
+39.22%
165417.919
Capital Markets

Joseph R. Weiss, LLC's Historical Top Holdings Breakdowns

Joseph R. Weiss, LLC Total Holding History ($B)

To

Joseph R. Weiss, LLC's Asset Allocation

To

Joseph R. Weiss, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Joseph R. Weiss, LLC's Hypothetical Growth since 2019-09-30

Joseph R. Weiss, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Joseph R. Weiss, LLC's Holdings Heat Map

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Joseph R. Weiss, LLC's Holdings Bubble Chart

Joseph R. Weiss, LLC News

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