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本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR

Wheatland Advisors Inc 13F Holdings -- Portfolio & Top Positions (2020-06-30)

Wheatland Advisors Inc (CIK 1603470) reported $24.1M across 47 reported positions in its SEC 13F filing for 2020-06-30. Largest positions: MSFT ($2.9M, 12.20%), VYM ($1.1M, 4.72%), VZ ($1.1M, 4.44%), INTC ($1.1M, 4.37%), CSCO ($952,000, 3.95%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MSFTMICROSOFT CORP$2.9M12.20%14,458Added
2VYMVANGUARD WHITEHALL FDS$1.1M4.72%14,450Added
3VZVERIZON COMMUNICATIONS INC$1.1M4.44%19,404Added
4INTCINTEL CORP$1.1M4.37%17,600Trimmed
5CSCOCISCO SYS INC$952,0003.95%20,409Trimmed
6TAT&T INC$952,0003.95%31,493Trimmed
7PGPROCTER AND GAMBLE CO$840,0003.48%7,023Trimmed
8JNJJOHNSON & JOHNSON$825,0003.42%5,865Added
9BAXBAXTER INTL INC$802,0003.33%9,313Trimmed
10GILDGILEAD SCIENCES INC$746,0003.09%9,700Trimmed
11TFCTRUIST FINL CORP$740,0003.07%19,706Trimmed
12LLYLILLY ELI & CO$705,0002.92%4,293Trimmed
13WTRGESSENTIAL UTILS INC$687,0002.85%16,252Added
14LOWLOWES COS INC$676,0002.80%5,000Hold
15PEPPEPSICO INC$644,0002.67%4,871Added
16MMM3M CO$642,0002.66%4,115Trimmed
17MPCMARATHON PETE CORP$478,0001.98%12,797Trimmed
18WMTWALMART INC$465,0001.93%3,882Trimmed
19KKELLOGG CO$456,0001.89%6,903Added
20WBAWALGREENS BOOTS ALLIANCE INC$408,0001.69%9,624Hold
21SHELROYAL DUTCH SHELL PLC$387,0001.61%11,825Trimmed
22QCOMQUALCOMM INC$374,0001.55%4,100Trimmed
23CPBCAMPBELL SOUP CO$369,0001.53%7,444Hold
24PPLPPL CORP$368,0001.53%14,233Added
25MDTMEDTRONIC PLC$367,0001.52%4,000Trimmed

来源:SEC 13F 申报文件 · 截至 2020-06-30