• 13F History

Kathleen S. Wright Associates Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 27, 2025
Value $
$239M
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 264 stock holdings with total value $239M as of Q4 2024. Top holdings included BRKB, VOO, MOAT, SGOV, and VUG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 264 $239M +$12.1M -$9.29M +$2.78M BRKB, VOO, MOAT, SGOV, VUG 13F-HR 1/24/2025, 07:51 PM
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 233 $212M +$9.22M -$5.39M +$3.83M BRKB, VOO, SGOV, MOAT, VUG 13F-HR 4/17/2024, 02:18 PM
Q4 2023 195 $196M +$13.8M -$12.3M +$1.59M BRKB, SGOV, VOO, MOAT, EES 13F-HR 1/31/2024, 07:23 PM
Q3 2023 192 $178M +$27.2M -$2.75M +$24.4M BRKB, SGOV, VOO, MOAT, EES 13F-HR 10/20/2023, 06:40 PM
Q2 2023 167 $157M +$9.14M -$10.3M -$1.14M BRKB, VOO, SGOV, MOAT, EES 13F-HR 7/20/2023, 04:21 PM
Q1 2023 163 $152M +$10.1M -$8.41M +$1.69M BRKB, EES, VOO, SGOV, MOAT 13F-HR 4/21/2023, 05:19 PM
Q4 2022 191 $147M +$22.3M -$5.27M +$17M BRKB, EES, VOO, MOAT, VUG 13F-HR 2/1/2023, 05:26 PM
Q3 2022 176 $123M +$15M -$2.32M +$12.6M BRKB, EES, MOAT, VOO, SCHC 13F-HR 10/18/2022, 06:11 PM
Q2 2022 146 $118M +$7.01M -$2.06M +$4.95M BRKB, EES, SCHC, MOAT, BAMXXXX 13F-HR 7/14/2022, 05:35 PM
Q1 2022 142 $134M +$7.95M -$4.19M +$3.75M BRKB, EES, SCHC, MOAT, BAMXXXX 13F-HR 4/28/2022, 06:28 PM
Q4 2021 143 $132M BRKB, EES, SCHC, MOAT, BAMXXXX 13F-HR 2/2/2022, 03:46 PM