NORTHCAPE WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$309M
Signature - Title
Patrick M. Markey - CHIEF COMPLIANCE OFFICER
Location
Williamsville, NY
Summary
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.
Holdings Value