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Saratoga Investment shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Saratoga Investment (SAR) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Saratoga Investment

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All positions including Saratoga Investment held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Saratoga Investment by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.2k 100 22.31
2025-06-30 $8.9k 358 24.80

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust St Str P500etf (SPYM)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Cisco Systems (CSCO)

View all positions for Goss Wealth Management

Top funds holding Saratoga Investment

Lido Advisors
Private Advisor
Legal & General Group
Hennion & Walsh Asset Management
Advisors Asset Management
International Assets Investment Management
LPL Financial
Wells Fargo & Company
Citadel Advisors
Ethos Financial Group
Janney Montgomery Scott
Susquehanna International
BlackRock
Raymond James Financial
Wealthcare Advisory Partners

View all funds holding Saratoga Investment