Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Joseph R. Weiss, LLC (CIK 1726846) reported $30.9M across 2 reported positions in its SEC 13F filing for 2019-09-30. Largest positions: BRK/B ($15.8M, 51.17%), WFC ($7.3M, 23.67%), KHC ($3.6M, 11.72%), OXY ($2.3M, 7.60%), USB ($1.7M, 5.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIREHATHAWAY INC DEL | $15.8M | 51.17% | 3.4M | Trimmed |
| 2 | WFC | WELLS FARGO CO NEW | $7.3M | 23.67% | 4.9M | Trimmed |
| 3 | KHC | KRAFT HEINZ CO | $3.6M | 11.72% | 130,000 | Trimmed |
| 4 | OXY | OCCIDENTAL PETE CORP | $2.3M | 7.60% | 52,000 | New |
| 5 | USB | US BANCORP DEL | $1.7M | 5.50% | 209,100 | Hold |
| 6 | GS | GOLDMAN SACHS GROUP INC | $106,000 | 0.34% | 6,000 | Trimmed |
| 7 | AAPL | APPLE | $0 | 0.00% | 0 | Exited |
| 8 | TFC | BB&T CORP | $0 | 0.00% | 0 | Exited |
| 9 | BAC | BANK AMER CORP | $0 | 0.00% | 0 | Exited |
| 10 | JPM | JP MORGAN CHASE & CO | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2019-09-30