Kathleen S. Wright Associates Inc.
Q1 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
257
- Value ($000)
$241,896
- Date Filed05/06/2025
- Form type13F-HR
- CIK0001908433
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $27.40M | 11 % | 51,472 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $22.53M | 9 % | 43,831 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $14.21M | 6 % | 141,154 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $14.08M | 6 % | 159,960 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $9.21M | 4 % | 24,846 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $8.22M | 3 % | 31,799 | ||
EES WISDOMTREE TR | US SMALLCAP FUND | 97717W562 | $6.69M | 3 % | 137,037 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $6.34M | 3 % | 76,440 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $5.84M | 2 % | 62,392 | ||
AXP AMERICAN EXPRESS CO | COM | 025816109 | $5.53M | 2 % | 20,427 |
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