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Watsco, Incorporated shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory Asset Management investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by Litman Gregory Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $337 1 337.00

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Litman Gregory Asset Management

Top funds holding Watsco, Incorporated

Capital Research and Management Company - Division 3
BlackRock
Vanguard Group
FMR
Charles Schwab Investment Management
Kayne Anderson Rudnick Investment Management
State Street Corporation
Baillie Gifford & Co
William Blair $ Company
Geode Capital Management
Markel Corporation
CI Private Wealth
Davenport & Co
Capital World Investors
Wells Fargo & Company

View all funds holding Watsco, Incorporated