Warther Private Wealth as of March 31, 2023
Portfolio Holdings for Warther Private Wealth
Warther Private Wealth holds 65 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple Stock (AAPL) | 14.9 | $20M | 119k | 164.90 | |
Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 8.4 | $11M | 107k | 103.73 | |
Microsoft Corp Stock (MSFT) | 7.8 | $10M | 35k | 288.30 | |
Qualcomm Stock (QCOM) | 4.2 | $5.5M | 43k | 127.58 | |
Occidental Pete Corp Stock (OXY) | 3.9 | $5.1M | 82k | 62.43 | |
Boeing Stock (BA) | 3.6 | $4.7M | 22k | 212.43 | |
Centene Corp Del Stock (CNC) | 3.2 | $4.3M | 67k | 63.21 | |
Truist Finl Corp Stock (TFC) | 3.0 | $3.9M | 114k | 34.10 | |
Lowes Cos Stock (LOW) | 2.8 | $3.6M | 18k | 199.97 | |
Lockheed Martin Corp Stock (LMT) | 2.6 | $3.4M | 7.3k | 472.73 | |
Goldman Sachs Group Stock (GS) | 2.4 | $3.1M | 9.5k | 327.10 | |
Schwab Charles Corp Stock (SCHW) | 2.3 | $3.0M | 58k | 52.38 | |
Abbvie Stock (ABBV) | 2.3 | $3.0M | 19k | 159.37 | |
Regeneron Pharmaceuticals Stock (REGN) | 2.2 | $3.0M | 3.6k | 821.67 | |
Nvidia Corporation Stock (NVDA) | 2.2 | $2.9M | 10k | 277.78 | |
Home Depot Stock (HD) | 2.1 | $2.8M | 9.3k | 295.12 | |
Deere & Co Stock (DE) | 2.0 | $2.6M | 6.3k | 412.88 | |
Unitedhealth Group Stock (UNH) | 1.8 | $2.4M | 5.1k | 472.59 | |
American Express Stock (AXP) | 1.8 | $2.4M | 14k | 164.95 | |
Broadcom Stock (AVGO) | 1.6 | $2.1M | 3.3k | 641.46 | |
Jpmorgan Chase & Co Stock (JPM) | 1.6 | $2.1M | 16k | 130.31 | |
Lam Research Corp Stock | 1.5 | $1.9M | 3.6k | 530.19 | |
Johnson & Johnson Stock (JNJ) | 1.4 | $1.9M | 12k | 155.00 | |
Target Corp Stock (TGT) | 1.1 | $1.4M | 8.6k | 165.62 | |
Chevron Corp Stock (CVX) | 1.1 | $1.4M | 8.7k | 163.16 | |
Range Res Corp Stock (RRC) | 1.0 | $1.3M | 47k | 26.47 | |
Uber Technologies Stock (UBER) | 0.9 | $1.2M | 39k | 31.70 | |
Lilly Eli & Co Stock (LLY) | 0.9 | $1.2M | 3.6k | 343.42 | |
Expedia Group Stock (EXPE) | 0.9 | $1.2M | 12k | 97.03 | |
Ford Mtr Co Del Stock (F) | 0.9 | $1.2M | 92k | 12.60 | |
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.9 | $1.2M | 3.8k | 308.77 | |
Mastercard Incorporated Cl A Stock (MA) | 0.8 | $1.1M | 3.0k | 363.39 | |
Amazon Stock (AMZN) | 0.8 | $1.0M | 9.9k | 103.29 | |
Disney Walt Stock (DIS) | 0.7 | $882k | 8.8k | 100.14 | |
Costco Whsl Corp Stock (COST) | 0.7 | $857k | 1.7k | 496.82 | |
Eog Res Stock (EOG) | 0.6 | $839k | 7.3k | 114.63 | |
Coca Cola Cons Stock (COKE) | 0.6 | $831k | 1.6k | 535.08 | |
Visa Inc Com Cl A Stock (V) | 0.6 | $797k | 3.5k | 225.47 | |
Cleveland-cliffs Stock (CLF) | 0.6 | $766k | 42k | 18.33 | |
Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.5 | $678k | 6.5k | 104.00 | |
Pioneer Nat Res Stock | 0.5 | $661k | 3.2k | 204.24 | |
Raytheon Technologies Corp Stock (RTX) | 0.5 | $656k | 6.7k | 97.93 | |
Nucor Corp Stock (NUE) | 0.4 | $581k | 3.8k | 154.48 | |
Walmart Stock (WMT) | 0.4 | $561k | 3.8k | 147.46 | |
Mcdonalds Corp Stock (MCD) | 0.4 | $560k | 2.0k | 279.56 | |
Schlumberger Ltd Com Stk Stock (SLB) | 0.4 | $526k | 11k | 49.10 | |
Pepsico Stock (PEP) | 0.3 | $452k | 2.5k | 182.32 | |
Tjx Cos Stock (TJX) | 0.3 | $448k | 5.7k | 78.35 | |
Halliburton Stock (HAL) | 0.3 | $447k | 14k | 31.64 | |
Diamondback Energy Stock (FANG) | 0.3 | $427k | 3.2k | 135.17 | |
Pfizer Stock (PFE) | 0.3 | $418k | 10k | 40.80 | |
Devon Energy Corp Stock (DVN) | 0.3 | $388k | 7.7k | 50.61 | |
Cvs Health Corp Stock (CVS) | 0.3 | $379k | 5.1k | 74.31 | |
Smucker J M Stock (SJM) | 0.2 | $327k | 2.1k | 157.39 | |
Blackstone Stock (BX) | 0.2 | $311k | 3.5k | 87.85 | |
Industrial Select Sector Spdr Fund Etf (XLI) | 0.2 | $272k | 2.7k | 101.18 | |
Health Care Select Sector Spdr Fund Etf (XLV) | 0.2 | $268k | 2.1k | 129.46 | |
Keurig Dr Pepper Stock (KDP) | 0.2 | $256k | 7.2k | 35.28 | |
Wec Energy Group Stock (WEC) | 0.2 | $238k | 2.5k | 94.79 | |
United Rentals Stock (URI) | 0.2 | $231k | 583.00 | 395.76 | |
Consumer Staples Select Sector Spdr Fund Etf (XLP) | 0.2 | $231k | 3.1k | 74.71 | |
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.1 | $152k | 12k | 12.47 | |
Permian Resources Corp Class A Stock (PR) | 0.1 | $129k | 12k | 10.50 | |
Nu Hldgs Ltd Ord Shs Cl A Stock (NU) | 0.1 | $111k | 23k | 4.76 | |
Alkaline Wtr Stock (WTER) | 0.0 | $3.1k | 19k | 0.16 |