JR
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Joseph R. Weiss, LLC13F | |
Joseph R. Weiss, LLC | |
Last update 2019-11-13 | 6 Stocks (1 new) |
Value $31.00 Mil | Turnover 10 % |
Joseph R. Weiss, LLC Top Holdings of 2019-09-30
View Full List
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B
CALL
| Berkshire Hathaway Inc | 3,374,900 | 15,800.0 | 0% | 51.170 | 0% | 0.150 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
WFC
CALL
| Wells Fargo & Co | 4,906,500 | 7,307.0 | 0% | 23.670 | 0% | 0.130 | +25.30% | +16.01% | 259,690.5 | Banks | |
KHC | The Kraft Heinz Co | 130,000 | 3,619.0 | +23.81% | 11.720 | +2.25% | 0.010 | -4.15% | -6.86% | 32,926.1 | Consumer Packaged Goods | |
OXY | Occidental Petroleum Corp | 52,000 | 2,347.0 | New Holding | 7.600 | +7.60% | 0.010 | +10.46% | -10.77% | 42,927.9 | Oil & Gas | |
USB
CALL
| U.S. Bancorp | 209,100 | 1,697.0 | 0% | 5.500 | 0% | 0.010 | +20.93% | -2.26% | 71,186.3 | Banks | |
GS
CALL
| Goldman Sachs Group Inc | 6,000 | 106.0 | 0% | 0.340 | 0% | 0.000 | +39.71% | +24.92% | 217,323.3 | Capital Markets | |
TFC | Truist Financial Corp | 0 | 0 | Sold Out | 0.000 | -3.62% | 0.000 | +24.90% | +4.53% | 57,057.5 | Banks | |
BAC | Bank of America Corp | 0 | 0 | Sold Out | 0.000 | -17.61% | 0.000 | +27.24% | +8.99% | 351,903.7 | Banks | |
GS | Goldman Sachs Group Inc | 0 | 0 | Sold Out | 0.000 | -26.90% | 0.000 | +39.71% | +24.92% | 217,323.3 | Capital Markets |
Joseph R. Weiss, LLC's Historical Top Holdings Breakdowns
Joseph R. Weiss, LLC Total Holding History ($B)
Joseph R. Weiss, LLC's Asset Allocation
Joseph R. Weiss, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Joseph R. Weiss, LLC's Hypothetical Growth since 2019-09-30
Joseph R. Weiss, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Joseph R. Weiss, LLC's Holdings Heat Map
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Joseph R. Weiss, LLC's Holdings Bubble Chart
Joseph R. Weiss, LLC News
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