Nauset Wealth Management. LLC

13F Filings History

Latest 13F report
Q1 2022 - Apr 28, 2022
Value $
$126M
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 $126M as of Q1 2022. Top holdings included AMZN, XLI, IYW, IVV, and BCD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2022 219 $126M +$29.6M -$4.11M +$25.4M AMZN, XLI, IYW, IVV, BCD 13F-HR 4/28/2022, 12:28 PM
Q4 2021 56 $105M $0 $0 AMZN, XLI, IYW, AAPL, BX 13F-HR 2/10/2022, 06:07 PM