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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, MOAT, SGOV, VUG, and represent 33.33% of Kathleen S. Wright Associates's stock portfolio.
Added to shares of these 10 stocks: VOO, VO, SCHF, SCHR, VTI, ITOT, VB, SPBO, SCHC, DFAX.
Started 76 new stock positions in PII, CVS, ACM, ONEQ, AXL, FFIV, FNDF, HST, XLC, SUPN.
Reduced shares in these 10 stocks: SGOV, BRK.B, MOTI, USMV, TSBX, IVAL, PPG, VNQ, EES, V.
Sold out of its positions in AMP, DHR, ISCF, TSBX, BNRE.
Kathleen S. Wright Associates was a net buyer of stock by $8.1M.
Kathleen S. Wright Associates has $243M in assets under management (AUM), dropping by 11.76%.
Central Index Key (CIK): 0001908433

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Portfolio Holdings for Kathleen S. Wright Associates

Kathleen S. Wright Associates holds 295 positions in its portfolio as reported in the September 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)	10.1	$25M		53k	460.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.9	$19M	+13%	36k	527.67	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	5.8	$14M		144k	96.95	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	5.7	$14M	-2%	137k	100.72	View chart
Vanguard Index Fds Growth Etf (VUG)	3.8	$9.3M		24k	383.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.2	$7.9M	+8%	30k	263.83	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	3.0	$7.4M		140k	52.75	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.7	$6.5M		73k	88.28	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.3	$5.6M	+4%	145k	38.53	View chart
American Express Company (AXP)	2.3	$5.5M		20k	271.19	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.3	$5.5M	-2%	61k	91.31	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.2	$5.3M	+11%	130k	41.12	View chart
Ea Series Trust Us Quan Value (QVAL)	2.2	$5.2M		113k	46.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$4.5M	+9%	16k	283.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.9	$4.5M		22k	200.78	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	1.8	$4.5M		84k	53.15	View chart
Duolingo Cl A Com (DUOL)	1.7	$4.0M		14k	282.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$3.3M	+12%	14k	237.21	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	1.3	$3.3M		94k	34.96	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.1	$2.7M	+2%	44k	62.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$2.6M		4.6k	576.78	View chart
Amazon (AMZN)	1.1	$2.5M		14k	186.33	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	1.0	$2.5M		36k	69.05	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.0	$2.4M	+24%	48k	50.60	View chart
Markel Corporation (MKL)	0.9	$2.3M		1.5k	1568.58	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.9	$2.3M		44k	50.94	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.9	$2.2M	+6%	53k	41.28	View chart
Visa Com Cl A (V)	0.9	$2.1M	-2%	7.8k	274.95	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$2.1M		17k	125.96	View chart
Automatic Data Processing (ADP)	0.9	$2.1M		7.6k	276.68	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$2.0M		26k	75.11	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.7	$1.8M		17k	108.18	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.7	$1.7M	+2%	28k	62.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.7M		10k	165.86	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$1.5M		54k	28.15	View chart
Johnson & Johnson (JNJ)	0.6	$1.5M		9.2k	162.06	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.6	$1.4M	+28%	48k	30.03	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$1.4M		12k	119.70	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.6	$1.4M		22k	62.70	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$1.4M	+21%	51k	27.01	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.5	$1.3M		28k	47.29	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.5	$1.2M		16k	76.70	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.5	$1.2M	-14%	35k	35.04	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.2M	+6%	18k	64.74	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$1.1M	+17%	23k	47.21	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$1.0M	+9%	13k	83.15	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$1.0M		27k	37.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$993k		5.9k	167.19	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.4	$978k	+4%	24k	41.68	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$973k		28k	35.42	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$958k	+8%	31k	30.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$907k		15k	62.32	View chart
Davis Fundamental Etf Tr Selct Intl Etf (DINT)	0.4	$872k		36k	24.02	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$858k		4.2k	202.76	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$826k	+7%	4.7k	174.57	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.3	$779k		15k	53.70	View chart
PNC Financial Services (PNC)	0.3	$767k		4.2k	184.03	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.3	$761k		11k	69.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$752k	+18%	5.9k	128.19	View chart
Csw Industrials (CSWI)	0.3	$743k		2.0k	371.49	View chart
American Tower Reit (AMT)	0.3	$729k		3.1k	232.56	View chart
Ansys (ANSS)	0.3	$718k		2.3k	318.63	View chart
PPG Industries (PPG)	0.3	$712k	-12%	5.4k	132.46	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$700k		3.5k	198.04	View chart
White Mountains Insurance Gp (WTM)	0.3	$688k		380.00	1810.24	View chart
1/100 Berkshire Htwy Class A Cl A	0.3	$680k		100.00	6801.63	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$671k		15k	45.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$616k	+10%	5.3k	116.95	View chart
Compagnie Financiere R Fsponsored Adr 1 Adr Reps 0.1 Ord Adr (CFRUY)	0.2	$591k		39k	15.30	View chart
Diageo Spon Adr New (DEO)	0.2	$554k	+11%	3.9k	140.35	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$532k		7.2k	73.42	View chart
Ross Stores (ROST)	0.2	$509k		3.6k	141.26	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$508k	+25%	8.0k	63.34	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$484k		9.5k	50.74	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$482k		4.0k	119.61	View chart
Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord Adr (DGEAF)	0.2	$464k		3.5k	134.07	View chart
Nestle S A Fsponsored Adr 1 Adr Reps 1 Ord Adr (NSRGY)	0.2	$452k		4.6k	97.51	View chart
Booking Holdings (BKNG)	0.2	$430k	-2%	102.00	4212.12	View chart
Moody's Corporation (MCO)	0.2	$427k		900.00	474.59	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$427k		9.8k	43.42	View chart
Pimco Equity Ser Rafi Dyn Emerg (MFEM)	0.2	$426k	-7%	20k	21.22	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$423k	+32%	8.9k	47.74	View chart
Apple (AAPL)	0.2	$419k	-2%	1.8k	233.00	View chart
Wells Fargo & Company (WFC)	0.2	$400k		7.1k	56.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$397k	-6%	8.3k	47.85	View chart
CoStar (CSGP)	0.2	$395k		5.2k	75.44	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$392k	+12%	9.1k	43.19	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$357k	NEW	2.8k	125.62	View chart
Pfizer (PFE)	0.1	$353k		12k	29.44	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$348k		3.3k	105.65	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.1	$328k		6.3k	51.86	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$309k		4.0k	76.59	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$306k		7.3k	41.69	View chart
Walt Disney Company (DIS)	0.1	$305k		3.2k	96.19	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$304k		3.0k	101.42	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$301k		6.1k	49.15	View chart
Microsoft Corporation (MSFT)	0.1	$297k	+24%	691.00	430.30	View chart
Mastercard Incorporated Cl A (MA)	0.1	$297k	-11%	601.00	493.80	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$284k		5.7k	49.70	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.1	$269k	-28%	10k	25.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$268k	+74%	5.2k	51.12	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$266k	+14%	1.7k	153.13	View chart
Dick's Sporting Goods (DKS)	0.1	$261k		1.3k	208.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$258k		1.4k	179.21	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.1	$253k		8.3k	30.50	View chart
Ishares Msci Equal Weite (EUSA)	0.1	$247k		2.6k	95.74	View chart
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat	0.1	$229k		2.4k	95.63	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$229k	+3%	2.1k	108.63	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$226k	+5%	4.4k	51.50	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$214k	+4%	811.00	263.37	View chart
Lattice Strategies Tr Hartford Mlt Sml (ROSC)	0.1	$213k		4.9k	43.75	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$213k	+27%	5.2k	40.82	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$213k	+58%	4.2k	50.50	View chart
Applied Materials (AMAT)	0.1	$198k		980.00	202.05	View chart
Charles Schwab Corporation (SCHW)	0.1	$188k	+3%	2.9k	64.81	View chart
Uber Technologies (UBER)	0.1	$174k		2.3k	75.16	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$160k		2.3k	70.65	View chart
Norfolk Southern (NSC)	0.1	$154k		619.00	248.51	View chart
Target Corporation (TGT)	0.1	$150k		960.00	155.86	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$132k		2.2k	60.42	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$130k		4.5k	29.06	View chart
Chubb (CB)	0.0	$121k		420.00	288.39	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$118k		3.5k	34.29	View chart
Davis Fundamental Etf Tr Select Finl (DFNL)	0.0	$116k		3.1k	36.99	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$115k		1.7k	67.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$102k	+12%	1.5k	67.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$101k	NEW	1.0k	101.27	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$95k	-10%	90.00	1051.24	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$89k		2.7k	33.03	View chart
Palo Alto Networks (PANW)	0.0	$88k	NEW	258.00	341.80	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$84k	-11%	1.8k	47.53	View chart
Graham Hldgs Com Cl B (GHC)	0.0	$82k		100.00	821.72	View chart
Vanguard World Energy Etf (VDE)	0.0	$79k		645.00	122.47	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$77k		832.00	91.93	View chart
Rithm Capital Corp Com New (RITM)	0.0	$74k		6.5k	11.35	View chart
Netflix (NFLX)	0.0	$73k		103.00	709.27	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$73k		1.5k	47.13	View chart
Becton, Dickinson and (BDX)	0.0	$72k		300.00	241.10	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$71k		1.6k	45.52	View chart
Workday Cl A (WDAY)	0.0	$68k		280.00	244.41	View chart
AmerisourceBergen (COR)	0.0	$68k	NEW	303.00	225.08	View chart
Tesla Motors (TSLA)	0.0	$68k		258.00	261.63	View chart
Fortinet (FTNT)	0.0	$65k	NEW	836.00	77.55	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$65k		743.00	86.77	View chart
Aurora Innovation Class A Com (AUR)	0.0	$63k		11k	5.92	View chart
FTI Consulting (FCN)	0.0	$59k	NEW	257.00	227.56	View chart
Pernod Ricard Fin S A Fsponsored Adr 1 Adr Reps 0.2 Ord Adr (PRNDY)	0.0	$58k	+5%	2.1k	27.57	View chart
Mohawk Industries (MHK)	0.0	$56k		350.00	160.68	View chart
Verizon Communications (VZ)	0.0	$53k	+231%	1.2k	44.91	View chart
Texas Instruments Incorporated (TXN)	0.0	$52k		250.00	206.57	View chart
S&p Global (SPGI)	0.0	$52k	+25%	100.00	514.98	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.0	$51k	NEW	462.00	109.75	View chart
AECOM Technology Corporation (ACM)	0.0	$50k	NEW	480.00	103.27	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$46k		555.00	83.09	View chart
Abbvie (ABBV)	0.0	$46k	NEW	232.00	197.48	View chart
Leidos Holdings (LDOS)	0.0	$46k	NEW	281.00	163.00	View chart
Meta Platforms Cl A (META)	0.0	$45k	-12%	79.00	572.44	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.0	$45k		3.4k	13.06	View chart
Tetra Tech (TTEK)	0.0	$44k	NEW	935.00	47.16	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$43k		517.00	83.65	View chart
JPMorgan Chase & Co. (JPM)	0.0	$42k		200.00	210.86	View chart
Western Digital (WDC)	0.0	$42k	NEW	617.00	68.29	View chart
Marriott Intl Cl A (MAR)	0.0	$40k	NEW	162.00	249.06	View chart
Bank of New York Mellon Corporation (BK)	0.0	$40k		550.00	71.86	View chart
Flex Ord (FLEX)	0.0	$39k	NEW	1.2k	33.43	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$39k		440.00	89.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$39k	-61%	400.00	97.42	View chart
SYNNEX Corporation (SNX)	0.0	$37k	NEW	304.00	120.08	View chart
Corcept Therapeutics Incorporated (CORT)	0.0	$36k	NEW	786.00	46.28	View chart
Novo-nordisk A S Adr (NVO)	0.0	$36k		302.00	119.07	View chart
Pepsi (PEP)	0.0	$34k		200.00	170.05	View chart
Cummins (CMI)	0.0	$34k	NEW	105.00	323.79	View chart
Advanced Micro Devices (AMD)	0.0	$34k		204.00	164.08	View chart
CVS Caremark Corporation (CVS)	0.0	$34k	NEW	532.00	62.88	View chart
Cable One (CABO)	0.0	$33k		95.00	349.79	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$33k	NEW	172.00	192.81	View chart
American Eagle Outfitters (AEO)	0.0	$32k	NEW	1.4k	22.39	View chart
salesforce (CRM)	0.0	$32k		117.00	273.71	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$32k	-23%	605.00	52.81	View chart
F5 Networks (FFIV)	0.0	$32k	NEW	144.00	220.20	View chart
Freeport-mcmoran CL B (FCX)	0.0	$32k		631.00	49.92	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$31k	NEW	1.6k	19.64	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$30k		431.00	70.03	View chart
Kforce (KFRC)	0.0	$30k	NEW	489.00	61.45	View chart
Cargurus Com Cl A (CARG)	0.0	$30k	NEW	989.00	30.03	View chart
Intuitive Surgical Com New (ISRG)	0.0	$30k		60.00	491.27	View chart
Huntington Ingalls Inds (HII)	0.0	$29k	NEW	111.00	264.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$29k		131.00	220.63	View chart
Amerisafe (AMSF)	0.0	$28k	NEW	574.00	48.33	View chart
F.N.B. Corporation (FNB)	0.0	$28k	NEW	2.0k	14.11	View chart
UnitedHealth (UNH)	0.0	$28k	NEW	47.00	584.68	View chart
Adobe Systems Incorporated (ADBE)	0.0	$27k		52.00	517.79	View chart
Wabash National Corporation (WNC)	0.0	$27k	NEW	1.4k	19.19	View chart
Bofi Holding (AX)	0.0	$27k	NEW	426.00	62.88	View chart
Verisk Analytics Inc Class A Cl A Com (VRSK)	0.0	$27k		100.00	267.51	View chart
Pds Biotechnology Ord (PDSB)	0.0	$27k		7.0k	3.82	View chart
Raytheon Technologies Corp (RTX)	0.0	$25k		210.00	121.16	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$25k		30.00	833.27	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$25k		142.00	173.67	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$25k		100.00	245.45	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$24k		950.00	25.64	View chart
TreeHouse Foods (THS)	0.0	$23k	NEW	538.00	41.98	View chart
Civitas Resources Com New (CIVI)	0.0	$22k	NEW	435.00	50.67	View chart
Caterpillar (CAT)	0.0	$21k		54.00	391.11	View chart
Skyworks Solutions (SWKS)	0.0	$21k	NEW	213.00	98.77	View chart
Archer Daniels Midland Company (ADM)	0.0	$21k		350.00	59.74	View chart
EXACT Sciences Corporation (EXAS)	0.0	$20k		300.00	68.12	View chart
Morgan Stanley Com New (MS)	0.0	$20k		192.00	104.24	View chart
Devon Energy Corporation (DVN)	0.0	$20k	NEW	505.00	39.12	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$20k	NEW	274.00	71.76	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$19k	NEW	122.00	154.02	View chart
Southwest Airlines (LUV)	0.0	$19k	NEW	628.00	29.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$18k		75.00	243.07	View chart
NVIDIA Corporation (NVDA)	0.0	$18k		150.00	121.44	View chart
Lithia Motors (LAD)	0.0	$17k	NEW	54.00	317.65	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$17k		590.00	29.06	View chart
J Global (ZD)	0.0	$17k	NEW	350.00	48.66	View chart
AMN Healthcare Services (AMN)	0.0	$17k	NEW	397.00	42.39	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.0	$17k	NEW	156.00	107.10	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$17k	NEW	280.00	59.57	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$16k	NEW	181.00	90.40	View chart
Pra (PRAA)	0.0	$16k	NEW	729.00	22.36	View chart
SYSCO Corporation (SYY)	0.0	$16k		206.00	78.06	View chart
Union Pacific Corporation (UNP)	0.0	$16k		65.00	246.48	View chart
Broadcom (AVGO)	0.0	$16k	+900%	90.00	172.50	View chart
Capital One Financial (COF)	0.0	$15k		102.00	149.73	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$15k	NEW	213.00	71.60	View chart
American Axle & Manufact. Holdings (AXL)	0.0	$15k	NEW	2.5k	6.18	View chart
Parker-Hannifin Corporation (PH)	0.0	$15k		24.00	631.83	View chart
CF Industries Holdings (CF)	0.0	$15k	NEW	175.00	85.80	View chart
Supernus Pharmaceuticals (SUPN)	0.0	$15k	NEW	475.00	31.18	View chart
EQT Corporation (EQT)	0.0	$15k	-4%	402.00	36.64	View chart
Owens & Minor (OMI)	0.0	$14k		919.00	15.69	View chart
Adams Express Company (ADX)	0.0	$14k		665.00	21.56	View chart
Fmc Corp Com New (FMC)	0.0	$14k	NEW	217.00	65.94	View chart
Amplify Etf Tr Nat Res Dividend (NDIV)	0.0	$14k		500.00	28.56	View chart
Lennar Corp Cl A (LEN)	0.0	$14k		76.00	187.47	View chart
Ishares Tr Ishares Bitcoin Etf (IBIT)	0.0	$14k		400.00	33.74	View chart
Costco Wholesale Corporation (COST)	0.0	$13k		15.00	886.53	View chart
Paypal Holdings (PYPL)	0.0	$13k	NEW	167.00	78.03	View chart
Ford Motor Company (F)	0.0	$13k	+954%	1.2k	10.56	View chart
Shell Spon Ads (SHEL)	0.0	$13k		189.00	65.95	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$12k	NEW	151.00	80.37	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$12k	NEW	323.00	37.37	View chart
At&t (T)	0.0	$12k		527.00	22.00	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$11k		32.00	353.47	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)	0.0	$11k	NEW	505.00	21.95	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.0	$11k		300.00	36.49	View chart
Polaris Industries (PII)	0.0	$11k	NEW	129.00	83.24	View chart
Newmont Mining Corporation (NEM)	0.0	$11k		200.00	53.45	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$10k		443.00	23.45	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$10k		98.00	105.86	View chart
Host Hotels & Resorts (HST)	0.0	$9.9k	NEW	560.00	17.61	View chart
Gartner (IT)	0.0	$9.6k		19.00	506.74	View chart
Kraneshares Trust Global Carb Stra (KRBN)	0.0	$9.5k		300.00	31.66	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$8.7k		135.00	64.62	View chart
Huron Consulting (HURN)	0.0	$8.7k	NEW	80.00	108.70	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$8.5k		102.00	83.00	View chart
Comcast Corp Cl A (CMCSA)	0.0	$7.8k		186.00	41.77	View chart
Nextracker Class A Com (NXT)	0.0	$7.7k	NEW	205.00	37.48	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$7.1k	NEW	124.00	57.41	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$6.3k	NEW	194.00	32.27	View chart
Grayscale Bitcoin Mini Tr Bt SHS	0.0	$6.2k	NEW	1.1k	5.63	View chart
Consensus Cloud Solutions In (CCSI)	0.0	$6.1k	NEW	260.00	23.55	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$6.0k	NEW	158.00	38.15	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$5.9k	NEW	145.00	40.63	View chart
ConocoPhillips (COP)	0.0	$5.6k		53.00	105.28	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$4.1k	NEW	140.00	29.18	View chart
Synchrony Financial (SYF)	0.0	$3.8k	NEW	77.00	49.88	View chart
Baxter International (BAX)	0.0	$3.8k		100.00	37.97	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$3.6k		57.00	63.79	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$3.6k		71.00	50.28	View chart
Kraft Heinz (KHC)	0.0	$3.3k	NEW	95.00	35.11	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$3.3k		34.00	95.82	View chart
Dbx Etf Tr Xtrack Intl Real (HAUZ)	0.0	$2.9k	NEW	124.00	23.38	View chart
Brookfield Wealth Sol Cl A Exchangeab	0.0	$2.8k	NEW	52.00	53.15	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.0	$2.6k	NEW	50.00	52.14	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$2.4k	NEW	105.00	23.17	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$2.4k		26.00	91.81	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)	0.0	$1.8k	NEW	51.00	35.16	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$1.7k	NEW	28.00	61.57	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.0	$1.6k	NEW	76.00	21.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.2k	NEW	2.00	586.50	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$1.2k	NEW	25.00	46.92	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$1.1k	NEW	44.00	25.41	View chart
Embecta Corp Common Stock (EMBC)	0.0	$846.000000		60.00	14.10	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$763.000000	-80%	7.00	109.00	View chart
Walt Disney	0.0	$466.000000		5.00	93.20	View chart
Hasbro (HAS)	0.0	$433.000200		6.00	72.17	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$367.000000		8.00	45.88	View chart
Mattel (MAT)	0.0	$347.999400		18.00	19.33	View chart
Newell Rubbermaid (NWL)	0.0	$142.000300		19.00	7.47	View chart
Paramount Global Class A Cl A Com (PARAA)	0.0	$130.999800		6.00	21.83	View chart
Nio Spon Ads (NIO)	0.0	$67.000000		10.00	6.70	View chart
Entero Therapeutics Com New (ENTO)	0.0	$0		1.00	0.00	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 Q3 filed Oct. 11, 2024
Kathleen S. Wright Associates 2024 Q2 filed July 18, 2024
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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