Kathleen S. Wright Associates Inc. has disclosed 293 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $241.00 Mil. The turnover rate is 4%.
In Kathleen S. Wright Associates Inc.'s current portfolio as of 2024-09-30, the top 5 holdings are
Berkshire Hathaway Inc (BRK.B), Vanguard S&P 500 ETF (VOO), VanEck Morningstar Wide Moat ETF (MOAT), iShares 0-3 Month Treasury Bond ETF (SGOV), Vanguard Growth ETF (VUG), not including call and put options.
Kathleen S. Wright Associates Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Kathleen S. Wright Associates Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Kathleen S. Wright Associates Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Kathleen S. Wright Associates Inc..