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Value $
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$309M
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Signature - Title
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Patrick M. Markey - CHIEF COMPLIANCE OFFICER
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Location
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Williamsville, NY
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Summary
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This page shows a list of all the recent 13F filings made by NORTHCAPE WEALTH MANAGEMENT, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. NORTHCAPE WEALTH MANAGEMENT, LLC reported 131 stock holdings with total value $309M as of Q4 2024. Top holdings included GLD, JAAA, LQD, IEFA, and AAPL.