Diversify Wealth Management »

Watsco, Incorporated shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by Diversify 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 Watsco, Incorporated by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $718k 1.5k 466.31
2024-06-30 $765k 1.7k 461.17

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Diversify Wealth Management

Top funds holding Watsco, Incorporated

BlackRock
BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Charles Schwab Investment Management
Baillie Gifford & Co
State Street Corporation
William Blair $ Company
Geode Capital Management
Capital World Investors
Morgan Stanley
Neuberger Berman Group
Markel Corporation
Wells Fargo & Company
Jpmorgan Chase & Co

View all funds holding Watsco, Incorporated