Kathleen S. Wright Associates Inc. has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $246 Million distributed in 330 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $24.6M, Vanguard Index Fds S&P 500 ETF with a value of $19.1M, Coca Cola Consolidated, Inc. with a value of $14.5M, Ishares Trishares 0 3 Mnth Tre with a value of $13.8M, and Vaneck Morningstar Wide Moat E with a value of $12.4M.
Examining the 13F form we can see an increase of $25M in the current position value, from $221M to 246M.
Below you can find more details about Kathleen S. Wright Associates Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$246 Million
ETFs: $168 Million
Financial Services: $38 Million
Consumer Defensive: $15.9 Million
Technology: $6.82 Million
Consumer Cyclical: $4.65 Million
Industrials: $3.38 Million
Communication Services: $3.28 Million
Healthcare: $2.41 Million
Other: $2.08 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
