Minot Wealth Management LLC

13F Filings History

Latest 13F report
Q2 2022 - Jul 12, 2022
Value $
$389M
Signature - Title
William J. Corcoran - PRINCIPAL AND CHIEF COMPLIANCE OFFICER
Location
Westwood, MA
Summary
This page shows a list of all the recent 13F filings made by Minot Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Minot Wealth Management LLC reported 185 stock holdings with total value $389M as of Q2 2022. Top holdings included SCHD, AAPL, SPY, BRKB, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2022 185 $389M +$44M -$41.4M +$2.58M SCHD, AAPL, SPY, BRKB, MSFT 13F-HR 7/11/2022, 06:11 PM
Q1 2022 204 $464M +$44.1M -$69.8M -$25.6M AAPL, SCHD, SPY, BRKB, MSFT 13F-HR 4/14/2022, 04:56 PM
Q4 2021 203 $519M +$28.5M -$18.5M +$10M AAPL, SPY, MMIN, SCHD, MSFT 13F-HR 1/19/2022, 08:34 PM
Q3 2021 205 $463M +$31.5M -$10.8M +$20.7M AAPL, MMIN, SPY, SCHD, MSFT 13F-HR 10/25/2021, 09:30 AM
Q2 2021 204 $457M +$64.3M -$34.5M +$29.8M MMIN, AAPL, SPY, AMZN, MSFT 13F-HR 7/19/2021, 04:07 PM
Q1 2021 200 $392M +$76.7M -$27.8M +$48.9M MMIN, AAPL, BRKB, MSFT, AMZN 13F-HR 4/29/2021, 07:25 AM
Q4 2020 158 $335M +$76.2M -$24.5M +$51.7M AAPL, MMIN, AMZN, BRKB, MSFT 13F-HR 1/28/2021, 08:05 AM
Q3 2020 141 $265M +$62M -$8.32M +$53.7M AAPL, AMZN, BRKB, MSFT, GLD 13F-HR 10/13/2020, 12:32 PM
Q2 2020 113 $200M +$51M -$13.6M +$37.4M MSFT, AMZN, BRKB, AAPL, ACN 13F-HR 7/14/2020, 04:39 PM
Q1 2020 104 $140M +$17.4M -$59.7M -$42.3M MSFT, BRKB, AMZN, SPY, TOTL 13F-HR 4/27/2020, 11:50 AM
Q4 2019 134 $219M $0 $0 XMLV, CWB, BRKB, MSFT, IWM 13F-HR 2/5/2020, 09:29 AM