Kathleen S. Wright Associates Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 11, 2024
Value $
$242M
Signature - Title
Adam K. Wright - Chief Compliance Officer
Location
Pittsburgh, PA
Summary
This page shows a list of all the recent 13F filings made by Kathleen S. Wright Associates Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kathleen S. Wright Associates Inc. reported 295 stock holdings with total value $242M as of Q3 2024. Top holdings included BRKB, VOO, MOAT, SGOV, and VUG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 295 $242M +$9.75M -$1.7M +$8.05M BRKB, VOO, MOAT, SGOV, VUG 13F-HR 10/11/2024, 01:50 PM
Q2 2024 224 $217M +$9.31M -$4.06M +$5.25M BRKB, VOO, SGOV, MOAT, VUG 13F-HR 7/17/2024, 06:45 PM
Q1 2024 234 $212M +$9.22M -$5.39M +$3.83M BRKB, VOO, SGOV, MOAT, VUG 13F-HR 4/17/2024, 02:18 PM
Q4 2023 197 $196M +$13.3M -$12.3M +$1.05M BRKB, SGOV, VOO, MOAT, EES 13F-HR 1/31/2024, 07:23 PM
Q3 2023 194 $178M +$27.2M -$2.92M +$24.3M BRKB, SGOV, VOO, MOAT, EES 13F-HR 10/20/2023, 06:40 PM
Q2 2023 167 $157M +$9.14M -$11.2M -$2.04M BRKB, VOO, SGOV, MOAT, EES 13F-HR 7/20/2023, 04:21 PM
Q1 2023 163 $152M +$10.1M -$10.2M -$126K BRKB, EES, VOO, SGOV, MOAT 13F-HR 4/21/2023, 05:19 PM
Q4 2022 196 $148M +$22.4M -$8.85M +$13.6M BRKB, EES, VOO, MOAT, VUG 13F-HR 2/1/2023, 06:26 PM
Q3 2022 182 $123M +$14.9M -$2.6M +$12.3M BRKB, EES, MOAT, VOO, SCHC 13F-HR 10/18/2022, 06:11 PM
Q2 2022 152 $119M +$7.01M -$2.22M +$4.79M BRKB, EES, SCHC, MOAT, BAM 13F-HR 7/14/2022, 05:35 PM
Q1 2022 145 $137M +$7.95M -$4.42M +$3.52M BRKB, EES, SCHC, MOAT, BAM 13F-HR 4/28/2022, 06:28 PM
Q4 2021 145 $136M $0 $0 BRKB, EES, SCHC, MOAT, BAM 13F-HR 2/2/2022, 04:46 PM