13F Filings History of Loveless Wealth Management LLC

Latest 13F report
Q2 2022 - 22 Jul 2022
Value $
$152,748,000
Signature - Title
Lexie S. Pankratz - Compliance Consultant
Location
Billings, MT
Summary
This page shows a list of all the recent 13F filings made by Loveless Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Loveless Wealth Management LLC reported 122 stock holdings with total value $152,748,000 as of Q2 2022. Top holdings included XOM, O, XLU, ABBV, and XLK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2022 122 $152,748,000 +$1,663,582 -$3,486,733 -$1,823,151 XOM, O, XLU, ABBV, XLK 13F-HR 22 Jul 2022, 14:50
Q1 2022 129 $177,027,000 +$3,814,919 -$4,474,513 -$659,594 XOM, DE, XLK, AAPL, O 13F-HR 10 May 2022, 18:25
Q4 2021 130 $182,132,000 +$8,420,847 -$4,804,330 +$3,616,517 XOM, XLK, AAPL, O, DE 13F-HR 14 Feb 2022, 11:52
Q3 2021 129 $164,330,000 +$7,919,116 -$3,309,081 +$4,610,035 XOM, XLK, DE, O, AAPL 13F-HR 12 Nov 2021, 16:41
Q2 2021 124 $164,423,000 +$7,668,066 -$1,706,958 +$5,961,108 XOM, DE, O, XLK, CAT 13F-HR 28 Jul 2021, 16:56
Q1 2021 119 $151,476,000 +$5,167,572 -$736,565 +$4,431,007 XOM, DE, O, CAT, XLK 13F-HR 03 May 2021, 14:07
Q4 2020 116 $135,620,000 +$4,910,625 -$3,768,023 +$1,142,602 XOM, O, DE, AAPL, CAT 13F-HR 27 Jan 2021, 10:54
Q3 2020 113 $118,554,000 +$9,095,204 -$2,730,048 +$6,365,156 XOM, O, DE, AAPL, XLU 13F-HR 13 Oct 2020, 18:32
Q2 2020 113 $107,320,000 +$8,837,903 -$868,917 +$7,968,986 XOM, O, XLU, ABBV, CAT 13F-HR 10 Aug 2020, 17:26
Q1 2020 96 $84,884,000 +$2,259,200 -$7,310,548 -$5,051,348 XOM, O, XLU, CAT, JNJ 13F-HR 17 Apr 2020, 19:55
Q4 2019 116 $115,963,000 $0 $0 $0 XOM, O, CAT, DE, XLU 13F-HR 23 Jan 2020, 10:31