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Kathleen S. Wright Associates

Latest statistics and disclosures from Kathleen S. Wright Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.B, VOO, SGOV, MOAT, VUG, and represent 34.06% of Kathleen S. Wright Associates's stock portfolio.
Added to shares of these 10 stocks: DFUS, MOAT, VOO, IJH, VUG, DFAX, DFSV, QVAL, IAU, VTI.
Started 39 new stock positions in FBRT, TXN, META, PDSB, DFAU, BK, CMCSA, KRBN, NYT, CHTR.
Reduced shares in these 10 stocks: SGOV, MTUM, DINT, VBR, EES, MFEM, RSP, VIG, USMV, VSS.
Sold out of its positions in Paycom Software, CSX.
Kathleen S. Wright Associates was a net buyer of stock by $3.8M.
Kathleen S. Wright Associates has $213M in assets under management (AUM), dropping by 8.19%.
Central Index Key (CIK): 0001908433

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Portfolio Holdings for Kathleen S. Wright Associates

Kathleen S. Wright Associates holds 234 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	10.9	$23M		55k	420.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.9	$15M	+5%	30k	480.71	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	6.8	$14M	-11%	143k	100.71	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	5.6	$12M	+7%	133k	89.90	View chart
Vanguard Index Fds Growth Etf (VUG)	3.9	$8.3M	+8%	24k	344.20	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	3.3	$7.0M	-2%	140k	50.12	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.1	$6.6M	+2%	26k	249.86	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.6	$5.5M	-2%	65k	83.58	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.3	$5.0M		139k	35.80	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.3	$4.9M		60k	81.53	View chart
Ea Series Trust Us Quan Value (QVAL)	2.3	$4.8M	+5%	108k	44.94	View chart
American Express Company (AXP)	2.2	$4.7M		20k	227.68	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.1	$4.4M	-5%	23k	191.88	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.1	$4.4M	+4%	113k	39.02	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	1.7	$3.6M		86k	41.87	View chart
Duolingo Cl A Com (DUOL)	1.5	$3.2M		14k	220.58	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	1.4	$2.9M	+3%	86k	33.74	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	1.4	$2.9M	-3%	45k	65.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$2.8M	-2%	12k	228.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$2.5M	+10%	9.7k	259.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$2.5M		4.7k	525.73	View chart
Amazon (AMZN)	1.2	$2.5M		14k	180.38	View chart
Visa Com Cl A (V)	1.0	$2.2M	+3%	8.0k	279.08	View chart
Markel Corporation (MKL)	1.0	$2.2M	+2%	1.5k	1521.48	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.0	$2.2M	-4%	19k	116.84	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$2.0M	-2%	27k	72.63	View chart
Automatic Data Processing (ADP)	0.9	$1.9M		7.6k	249.70	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.9	$1.9M		37k	50.74	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.9	$1.9M		38k	49.05	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.9	$1.8M		51k	36.19	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.8	$1.7M		17k	101.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.6M	+2%	10k	150.93	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.7	$1.5M	-3%	26k	56.59	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.7	$1.5M		27k	55.80	View chart
Johnson & Johnson (JNJ)	0.7	$1.5M		9.2k	158.19	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.7	$1.4M		20k	70.88	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.7	$1.4M	+138%	25k	56.98	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.6	$1.4M	-3%	43k	31.12	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$1.2M	+20%	48k	25.49	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$1.2M	+6%	11k	110.50	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.6	$1.2M	-6%	28k	42.02	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.5	$1.1M	+2%	38k	29.11	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$997k	+13%	12k	81.78	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$985k		16k	60.30	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$972k		21k	45.61	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$970k	-47%	5.2k	187.35	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$945k		27k	34.88	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.4	$935k	-7%	18k	50.86	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$922k	-8%	26k	35.84	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.4	$910k		23k	40.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$904k		5.9k	152.26	View chart
PPG Industries (PPG)	0.4	$893k		6.2k	144.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$881k	+395%	15k	60.74	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$809k	+139%	32k	25.44	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$786k	+85%	26k	30.10	View chart
Ansys (ANSS)	0.4	$782k		2.3k	347.16	View chart
Davis Fundamental Etf Tr Selct Intl Etf (DINT)	0.3	$700k	-28%	36k	19.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$681k		4.2k	162.86	View chart
PNC Financial Services (PNC)	0.3	$670k	-10%	4.2k	160.88	View chart
American Tower Reit (AMT)	0.3	$649k		3.3k	197.59	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.3	$645k		11k	58.63	View chart
White Mountains Insurance Gp (WTM)	0.3	$641k		380.00	1688.00	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$633k		15k	42.12	View chart
1/100 Berkshire Htwy Class A Cl A	0.3	$611k		100.00	6114.40	View chart
Diageo Spon Adr New (DEO)	0.3	$602k	+8%	4.0k	148.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$581k	+2%	4.8k	120.98	View chart
Compagnie Financiere R Fsponsored Adr 1 Adr Reps 0.1 Ord Adr (CFRUY)	0.3	$549k		39k	14.21	View chart
Pimco Equity Ser Rafi Dyn Emerg (MFEM)	0.3	$536k	-26%	27k	19.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$524k		4.7k	110.51	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$509k	-7%	4.4k	115.81	View chart
CoStar (CSGP)	0.2	$502k		5.2k	96.60	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$495k		7.2k	68.80	View chart
Ross Stores (ROST)	0.2	$488k		3.6k	135.41	View chart
Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord Adr (DGEAF)	0.2	$479k	-2%	3.5k	138.37	View chart
Csw Industrials (CSWI)	0.2	$471k		2.0k	235.34	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$470k	+2%	9.3k	50.45	View chart
Nestle S A Fsponsored Adr 1 Adr Reps 1 Ord Adr (NSRGY)	0.2	$457k		4.5k	101.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$448k	-27%	2.5k	182.64	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$412k	+6%	9.7k	42.55	View chart
Wells Fargo & Company (WFC)	0.2	$411k		7.1k	57.96	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.2	$389k	+5%	14k	26.98	View chart
Walt Disney Company (DIS)	0.2	$389k		3.2k	122.36	View chart
Booking Holdings (BKNG)	0.2	$381k	+14%	105.00	3627.89	View chart
Moody's Corporation (MCO)	0.2	$354k		900.00	393.03	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$338k		3.3k	103.00	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.2	$328k	-6%	6.9k	47.48	View chart
Mastercard Incorporated Cl A (MA)	0.2	$326k	-20%	676.00	481.57	View chart
Apple (AAPL)	0.1	$316k	+337%	1.8k	171.48	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$314k		6.7k	47.04	View chart
Pfizer (PFE)	0.1	$313k	+20%	12k	26.08	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.1	$305k	+3%	6.3k	48.18	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$294k	+434%	4.0k	73.04	View chart
Dick's Sporting Goods (DKS)	0.1	$281k		1.3k	224.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$273k	-39%	1.6k	169.41	View chart
Microsoft Corporation (MSFT)	0.1	$271k	+178%	645.00	420.72	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$246k	NEW	5.9k	42.01	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$242k		5.8k	41.77	View chart
Ishares Msci Equal Weite (EUSA)	0.1	$235k		2.6k	90.99	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.1	$232k		8.3k	28.00	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$217k		2.0k	107.58	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$208k	NEW	3.5k	58.65	View chart
Charles Schwab Corporation (SCHW)	0.1	$206k	-31%	2.9k	72.34	View chart
Uber Technologies (UBER)	0.1	$206k		2.7k	76.99	View chart
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat	0.1	$204k	+59%	2.4k	85.74	View chart
Lattice Strategies Tr Hartford Mlt Sml (ROSC)	0.1	$202k		4.9k	41.63	View chart
Applied Materials (AMAT)	0.1	$202k	+645%	977.00	206.23	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$201k		4.8k	41.95	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$192k	+5%	3.9k	49.24	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$184k		1.4k	131.37	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$171k	+3%	714.00	239.75	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$171k	+73%	2.7k	63.17	View chart
Target Corporation (TGT)	0.1	$170k	+26%	960.00	177.21	View chart
Norfolk Southern (NSC)	0.1	$157k	+69%	615.00	254.80	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$128k		2.2k	58.55	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$126k	-20%	3.4k	37.26	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$121k		4.5k	27.19	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$116k	NEW	2.3k	50.08	View chart
Turnstone Biologics Corp (TSBX)	0.1	$112k	NEW	43k	2.62	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$110k	NEW	3.5k	31.95	View chart
Chubb (CB)	0.1	$109k		420.00	259.13	View chart
Davis Fundamental Etf Tr Select Finl (DFNL)	0.0	$104k		3.1k	33.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$88k	-3%	1.4k	62.06	View chart
Vanguard World Energy Etf (VDE)	0.0	$85k		645.00	131.70	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$80k	-4%	2.7k	29.46	View chart
Graham Hldgs Com Cl B (GHC)	0.0	$77k		100.00	767.68	View chart
Workday Cl A (WDAY)	0.0	$76k	+12%	280.00	272.75	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$76k		832.00	91.25	View chart
Becton, Dickinson and (BDX)	0.0	$74k	NEW	300.00	247.45	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$73k		1.5k	47.46	View chart
Netflix (NFLX)	0.0	$63k		103.00	607.33	View chart
Pernod Ricard Fin S A Fsponsored Adr 1 Adr Reps 0.2 Ord Adr (PRNDY)	0.0	$60k		2.0k	29.91	View chart
Rithm Capital Corp Com New (RITM)	0.0	$50k		4.5k	11.16	View chart
Mohawk Industries (MHK)	0.0	$46k		350.00	130.89	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.0	$46k	NEW	3.4k	13.36	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$45k	+2%	550.00	81.43	View chart
Meta Platforms Cl A (META)	0.0	$44k	NEW	90.00	485.58	View chart
Texas Instruments Incorporated (TXN)	0.0	$44k	NEW	250.00	174.21	View chart
Cable One (CABO)	0.0	$40k		95.00	423.13	View chart
JPMorgan Chase & Co. (JPM)	0.0	$40k	NEW	200.00	200.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$40k		788.00	50.17	View chart
Novo-nordisk A S Adr (NVO)	0.0	$39k		302.00	128.40	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$38k	+400%	440.00	85.27	View chart
Advanced Micro Devices (AMD)	0.0	$37k		204.00	180.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$36k	NEW	175.00	205.72	View chart
salesforce (CRM)	0.0	$35k		117.00	301.18	View chart
Pepsi (PEP)	0.0	$35k	NEW	200.00	175.01	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$35k		400.00	86.48	View chart
EXACT Sciences Corporation (EXAS)	0.0	$35k		500.00	69.06	View chart
Tesla Motors (TSLA)	0.0	$33k		190.00	175.79	View chart
Bank of New York Mellon Corporation (BK)	0.0	$32k	NEW	550.00	57.62	View chart
Aurora Innovation Class A Com (AUR)	0.0	$30k		11k	2.82	View chart
S&p Global (SPGI)	0.0	$30k		72.00	417.00	View chart
Freeport-mcmoran CL B (FCX)	0.0	$30k	+46%	631.00	47.02	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$29k		30.00	970.47	View chart
Pds Biotechnology Ord (PDSB)	0.0	$28k	NEW	7.0k	3.96	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$27k		130.00	211.07	View chart
Adobe Systems Incorporated (ADBE)	0.0	$26k		52.00	504.60	View chart
Owens & Minor (OMI)	0.0	$26k		919.00	27.71	View chart
Intuitive Surgical Com New (ISRG)	0.0	$24k		60.00	399.08	View chart
Verisk Analytics Inc Class A Cl A Com (VRSK)	0.0	$23k		100.00	226.11	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$23k		100.00	224.99	View chart
Archer Daniels Midland Company (ADM)	0.0	$22k	NEW	350.00	62.81	View chart
Raytheon Technologies Corp (RTX)	0.0	$21k	NEW	210.00	97.53	View chart
Caterpillar (CAT)	0.0	$20k		54.00	366.43	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$19k		142.00	136.05	View chart
Morgan Stanley Com New (MS)	0.0	$18k		192.00	94.16	View chart
SYSCO Corporation (SYY)	0.0	$18k	-2%	219.00	81.18	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$17k	NEW	779.00	22.37	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$17k		589.00	28.18	View chart
EQT Corporation (EQT)	0.0	$17k	-4%	448.00	37.03	View chart
Union Pacific Corporation (UNP)	0.0	$16k		65.00	245.92	View chart
Servicenow (NOW)	0.0	$15k		20.00	762.40	View chart
Capital One Financial (COF)	0.0	$15k		102.00	148.89	View chart
Verizon Communications (VZ)	0.0	$15k	NEW	356.00	41.96	View chart
NVIDIA Corporation (NVDA)	0.0	$14k	NEW	15.00	903.53	View chart
Parker-Hannifin Corporation (PH)	0.0	$13k		24.00	555.79	View chart
Lennar Corp Cl A (LEN)	0.0	$13k		76.00	171.97	View chart
Adams Express Company (ADX)	0.0	$13k	NEW	665.00	19.52	View chart
Shell Spon Ads (SHEL)	0.0	$13k		189.00	67.04	View chart
Broadcom (AVGO)	0.0	$12k		9.00	1325.44	View chart
Martin Marietta Materials (MLM)	0.0	$12k		19.00	613.95	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$11k		32.00	346.62	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$11k	-31%	106.00	104.52	View chart
Costco Wholesale Corporation (COST)	0.0	$11k		15.00	732.60	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.0	$10k	NEW	300.00	34.70	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$10k	NEW	280.00	36.54	View chart
Qualcomm (QCOM)	0.0	$10k	NEW	60.00	169.30	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$10k		443.00	22.77	View chart
Ameriprise Financial (AMP)	0.0	$10k		23.00	438.43	View chart
At&t (T)	0.0	$9.8k	NEW	555.00	17.60	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$9.3k		135.00	68.83	View chart
Kraneshares Trust Global Carb Stra (KRBN)	0.0	$9.2k	NEW	300.00	30.76	View chart
Gartner (IT)	0.0	$9.1k		19.00	476.68	View chart
UnitedHealth (UNH)	0.0	$8.4k		17.00	494.71	View chart
Comcast Corp Cl A (CMCSA)	0.0	$8.1k	NEW	186.00	43.35	View chart
Newmont Mining Corporation (NEM)	0.0	$7.2k	NEW	200.00	35.84	View chart
Danaher Corporation (DHR)	0.0	$7.0k		28.00	249.71	View chart
ConocoPhillips (COP)	0.0	$6.7k		53.00	127.28	View chart
Zoetis Cl A (ZTS)	0.0	$6.3k		37.00	169.22	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$6.2k		72.00	85.74	View chart
General Electric Com New (GE)	0.0	$6.0k		34.00	175.53	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$5.1k	NEW	170.00	30.22	View chart
Ishares Tr International Sl (ISCF)	0.0	$4.7k		142.00	32.98	View chart
Oracle Corporation (ORCL)	0.0	$4.5k	NEW	36.00	125.61	View chart
Baxter International (BAX)	0.0	$4.3k		100.00	42.74	View chart
Nike CL B (NKE)	0.0	$4.2k		45.00	93.98	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$4.2k	NEW	170.00	24.72	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$3.8k		35.00	108.31	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$3.4k		37.00	92.43	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$3.4k		57.00	58.84	View chart
Brookfield Reins Cl A Exch Lt Vtg (BNRE)	0.0	$3.0k		72.00	41.78	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$3.0k	+33%	60.00	49.18	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$2.4k		26.00	91.81	View chart
Hp (HPQ)	0.0	$1.9k	NEW	63.00	30.22	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$1.8k	+36%	30.00	58.57	View chart
Ford Motor Company (F)	0.0	$1.6k		117.00	13.27	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$1.4k	+30%	17.00	80.53	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$1.2k	+38%	18.00	66.83	View chart
New York Times Cl A (NYT)	0.0	$1.2k	NEW	27.00	43.22	View chart
Hewlett Packard Enterprise (HPE)	0.0	$1.1k	NEW	63.00	17.73	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.0	$950.000000	+33%	16.00	59.38	View chart
Embecta Corp Common Stock (EMBC)	0.0	$796.002000	NEW	60.00	13.27	View chart
J P Morgan Exchange Traded F Betabuilders Dev (BBAX)	0.0	$771.000000	+33%	16.00	48.19	View chart
Cisco Systems (CSCO)	0.0	$699.000400	NEW	14.00	49.93	View chart
Charter Communications Inc N Cl A (CHTR)	0.0	$581.000000	NEW	2.00	290.50	View chart
Walt Disney	0.0	$570.000000		5.00	114.00	View chart
Hasbro (HAS)	0.0	$336.000000		6.00	56.00	View chart
Mattel (MAT)	0.0	$331.000200		18.00	18.39	View chart
Newell Rubbermaid (NWL)	0.0	$138.000800		19.00	7.26	View chart
Paramount Global Class A Cl A Com (PARAA)	0.0	$129.000000		6.00	21.50	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$118.000000	NEW	2.00	59.00	View chart
Dxc Technology (DXC)	0.0	$106.000000	NEW	5.00	21.20	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$52.000200	NEW	6.00	8.67	View chart
First Wave Biopharma Com New (FWBI)	0.0	$4.000000		1.00	4.00	View chart

Past Filings by Kathleen S. Wright Associates

SEC 13F filings are viewable for Kathleen S. Wright Associates going back to 2021

Kathleen S. Wright Associates 2024 Q1 filed April 17, 2024
Kathleen S. Wright Associates 2023 Q4 filed Feb. 1, 2024
Kathleen S. Wright Associates 2023 Q3 filed Oct. 23, 2023
Kathleen S. Wright Associates 2023 Q2 filed July 20, 2023
Kathleen S. Wright Associates 2023 Q1 filed April 21, 2023
Kathleen S. Wright Associates 2022 Q4 filed Feb. 2, 2023
Kathleen S. Wright Associates 2022 Q3 filed Oct. 19, 2022
Kathleen S. Wright Associates 2022 Q2 filed July 15, 2022
Kathleen S. Wright Associates 2022 Q1 filed April 29, 2022
Kathleen S. Wright Associates 2021 Q4 filed Feb. 2, 2022

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