13F Filings History of Nauset Wealth Management. LLC

Latest 13F report
Q1 2022 - 28 Apr 2022
Value $
$125,760,000
Signature - Title
Michael R Lombardo - Presdient
Location
Westport, CT
Summary
This page shows a list of all the recent 13F filings made by Nauset Wealth Management. LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Nauset Wealth Management. LLC reported 219 stock holdings with total value $125,760,000 as of Q1 2022. Top holdings included AMZN, XLI, IYW, IVV, and BCD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2022 219 $125,760,000 +$29,551,848 -$4,112,038 +$25,439,810 AMZN, XLI, IYW, IVV, BCD 13F-HR 28 Apr 2022, 12:28
Q4 2021 56 $104,914,000 $0 $0 $0 AMZN, XLI, IYW, AAPL, BX 13F-HR 10 Feb 2022, 18:07