Biltmore Wealth Management »

Berkshire Hathaway shares owned by Biltmore Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Biltmore Wealth Management from 13F filings

Historical chart of Biltmore Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Biltmore Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by Biltmore Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $251k 703 356.66
2023-09-30 $246k 702 350.30
2023-06-30 $239k 701 341.00
2023-03-31 $215k 697 308.77

More positions owned by Biltmore Wealth Management

Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Materials (XLB)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Energy (XLE)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Cre U S Reit Etf (USRT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Biltmore Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Barclays
Flossbach Von Storch
UBS Group

View all funds holding Berkshire Hathaway