Tower Wealth Partners »

Watsco, Incorporated shares owned by Tower Wealth Partners

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

Historical chart of Tower Wealth Partners investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by Tower Wealth Partners 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 Tower Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $228k 482 473.89
2024-09-30 $237k 482 491.88
2024-06-30 $224k 483 463.24
2024-03-31 $209k 483 431.97
2023-12-31 $215k 502 428.47

More positions owned by Tower Wealth Partners

Victory Portfolios Ii Victoryshs Us (VSMV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Global 100 Etf (IOO)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Tower Wealth Partners

Top funds holding Watsco, Incorporated

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

View all funds holding Watsco, Incorporated