MW

Minot Wealth Management LLC

13F
Minot Wealth Management LLC
Last update 2022-07-12 183 Stocks (11 new)
Value $388.00 Mil Turnover 9 %
Countries:
Top Holdings: SCHD(6.83%)AAPL(6.26%)SPY(5.82%)BRK.B(3.53%)MSFT(3.43%)
Summary Stock Picks Current Portfolio
Minot Wealth Management LLC Top Holdings of 2022-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD
Schwab US Dividend Equity ETF
370,610
26,547.0
+1.18%
6.830
+0.08%
0.080
+8.77%
+2.12%
71,498.8
 
AAPL
Apple Inc
177,892
24,321.0
+0.46%
6.260
+0.03%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
SPY
S&P 500 ETF TRUST ETF
59,934
22,610.0
+4.89%
5.820
+0.27%
0.010
+18.80%
+8.86%
654,366.5
 
BRK.B
Berkshire Hathaway Inc
50,239
13,716.0
+0.61%
3.530
+0.02%
0.000
-8.39%
+6.48%
1,040,746.7
Insurance
MSFT
Microsoft Corp
51,834
13,313.0
+0.66%
3.430
+0.02%
0.000
+35.37%
+20.48%
3,759,901.0
Software
ABBV
AbbVie Inc
65,714
10,065.0
-0.68%
2.590
-0.02%
0.000
+8.55%
+10.19%
336,588.1
Drug Manufacturers
MDYV
SPDR S&P 400 Mid Cap Value ETF
160,300
9,698.0
+54.88%
2.500
+0.89%
0.690
+15.10%
+4.27%
2,437.6
 
UNH
UnitedHealth Group Inc
16,484
8,467.0
-0.21%
2.180
0%
0.000
-31.16%
-41.52%
265,347.7
Healthcare Plans
AMZN
Amazon.com Inc
76,850
8,162.0
-13.86%
2.100
-0.44%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
GOOGL
Alphabet Inc
71,380
7,778.0
+2.03%
2.000
+0.04%
0.000
+22.60%
+0.73%
2,309,505.8
Interactive Media

Minot Wealth Management LLC's Historical Top Holdings Breakdowns

Minot Wealth Management LLC Total Holding History ($B)

To

Minot Wealth Management LLC's Asset Allocation

To

Minot Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Minot Wealth Management LLC's Hypothetical Growth since 2022-06-30

Minot Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Minot Wealth Management LLC's Holdings Heat Map

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Minot Wealth Management LLC's Holdings Bubble Chart

Minot Wealth Management LLC News

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