13F Filings History of Minot Wealth Management LLC

Latest 13F report
Q2 2022 - 12 Jul 2022
Value $
$388,999,000
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 $388,999,000 as of Q2 2022. Top holdings included SCHD, AAPL, SPY, BRKB, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2022 185 $388,999,000 +$43,976,990 -$41,395,591 +$2,581,399 SCHD, AAPL, SPY, BRKB, MSFT 13F-HR 11 Jul 2022, 18:11
Q1 2022 204 $464,381,000 +$44,130,781 -$69,767,687 -$25,636,906 AAPL, SCHD, SPY, BRKB, MSFT 13F-HR 14 Apr 2022, 16:56
Q4 2021 203 $519,259,000 +$28,503,591 -$18,486,751 +$10,016,840 AAPL, SPY, MMIN, SCHD, MSFT 13F-HR 19 Jan 2022, 20:34
Q3 2021 205 $462,786,000 +$31,468,252 -$10,761,152 +$20,707,100 AAPL, MMIN, SPY, SCHD, MSFT 13F-HR 25 Oct 2021, 09:30
Q2 2021 204 $457,157,000 +$64,272,291 -$34,453,490 +$29,818,801 MMIN, AAPL, SPY, AMZN, MSFT 13F-HR 19 Jul 2021, 16:07
Q1 2021 200 $391,743,000 +$76,719,344 -$27,840,014 +$48,879,330 MMIN, AAPL, BRKB, MSFT, AMZN 13F-HR 29 Apr 2021, 07:25
Q4 2020 158 $335,149,000 +$76,201,975 -$24,507,625 +$51,694,350 AAPL, MMIN, AMZN, BRKB, MSFT 13F-HR 28 Jan 2021, 08:05
Q3 2020 141 $265,422,000 +$61,996,224 -$8,319,272 +$53,676,952 AAPL, AMZN, BRKB, MSFT, GLD 13F-HR 13 Oct 2020, 12:32
Q2 2020 113 $200,279,000 +$51,018,912 -$13,649,386 +$37,369,526 MSFT, AMZN, BRKB, AAPL, ACN 13F-HR 14 Jul 2020, 16:39
Q1 2020 104 $139,613,000 +$17,391,314 -$59,692,397 -$42,301,083 MSFT, BRKB, AMZN, SPY, TOTL 13F-HR 27 Apr 2020, 11:50
Q4 2019 134 $218,534,000 $0 $0 $0 XMLV, CWB, BRKB, MSFT, IWM 13F-HR 05 Feb 2020, 09:29