Thrive Wealth Management »

Watsco, Incorporated shares owned by Thrive Wealth Management

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

Historical chart of Thrive Wealth Management investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $260k 601 431.97
2023-12-31 $240k 561 428.47
2023-09-30 $206k 545 377.72
2023-06-30 $212k 555 381.47

More positions owned by Thrive Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Intl Eqty Factor (INTF)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Johnson & Johnson (JNJ)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Thrive Wealth Management

Top funds holding Watsco, Incorporated

Vanguard Group
Baillie Gifford & Co
Charles Schwab Investment Management
William Blair $ Company
Neuberger Berman Group
Wellington Management Company
Markel Corporation
Wells Fargo & Company
Mitsubishi UFJ Trust & Banking Corp
Jpmorgan Chase & Co
Barclays
Bank of New York Mellon
Davenport & Co
Raymond James & Associates
Baird Financial

View all funds holding Watsco, Incorporated