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Capital Southwest Corporation shares owned by Spectrum Wealth Counsel

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Spectrum Wealth Counsel from 13F filings

Historical chart of Spectrum Wealth Counsel investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Spectrum Wealth Counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.5k 230 23.70

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Etf (Principal) (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Cboe Vest Rising (RDVI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
TJX Companies (TJX)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for Spectrum Wealth Counsel

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Punch & Associates Investment Management
Sanders Morris Harris
Asset Management Investors
Sound Income Strategies
Beacon Pointe Advisors
Two Sigma Investments
Melia Wealth
Two Sigma Advisers
Legal & General Group
Tectonic Advisors
Hennion & Walsh Asset Management
Grace & White
Citadel Advisors
Advisors Asset Management

View all funds holding Capital Southwest Corporation