Kathleen S. Wright Associates Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $242 Million distributed in 298 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 $23.6M, Vanguard Index Fds S&P 500 ETF with a value of $20.9M, Coca Cola Consolidated, Inc. with a value of $13.9M, Vaneck Morningstar Wide Moat E with a value of $13.4M, and Ishares Trishares 0 3 Mnth Tre with a value of $12.6M.
Examining the 13F form we can see an decrease of $3.79M in the current position value, from $246M to 242M.
Below you can find more details about Kathleen S. Wright Associates Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$242 Million
ETFs: $169 Million
Financial Services: $38.2 Million
Consumer Defensive: $15.1 Million
Consumer Cyclical: $5.09 Million
Communication Services: $4.06 Million
Industrials: $3.36 Million
Technology: $2.78 Million
Healthcare: $2.02 Million
Other: $1.12 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
