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| Name: |
Kathleen S. Wright Associates Inc. |
| City: |
PITTSBURGH |
| State: |
PA |
| Zip: |
15241 |
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data |
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| Holdings
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33 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IAU |
iShares COMEX Gold Trust |
96 |
New |
$44.49 |
$246,000 |
5,865 |
0.12% |
246,000 |
5,865 |
0 |
Closed - End Fund - E... |
|
|
DCOR |
Dimensional Us Core Equity ... |
101 |
New |
$0.00 |
$208,000 |
3,546 |
0.1% |
208,000 |
3,546 |
0.039 |
N/A |
|
|
ARKK |
Ark Innovation ETF |
117 |
New |
$44.15 |
$116,000 |
2,325 |
0.05% |
116,000 |
2,325 |
0.002 |
N/A |
|
|
TSBX |
Turnstone Biologics Corp. |
118 |
New |
$2.88 |
$111,000 |
42,553 |
0.05% |
111,000 |
42,553 |
0.186 |
N/A |
|
|
DFAC |
Dimensional U S Core Equity... |
119 |
New |
$32.03 |
$110,000 |
3,452 |
0.05% |
110,000 |
3,452 |
0 |
N/A |
|
|
BDX |
Becton Dickinson & Co |
128 |
New |
$236.30 |
$74,000 |
300 |
0.03% |
74,000 |
300 |
0 |
Medical Instruments &... |
|
|
FBRT |
Franklin Bsp Realty Trust O... |
134 |
New |
$6.50 |
$46,000 |
3,425 |
0.02% |
46,000 |
3,425 |
0 |
REIT - Housing/Apartm... |
|
|
FB |
Meta Platforms Inc |
137 |
New |
$495.06 |
$44,000 |
90 |
0.02% |
44,000 |
90 |
0 |
Internet Service Prov... |
|
|
TXN |
Texas Instruments Inc |
136 |
New |
$196.08 |
$44,000 |
250 |
0.02% |
44,000 |
250 |
0 |
Semiconductor- Broad... |
|
|
JPM |
JP Morgan Chase & Co |
139 |
New |
$197.26 |
$40,000 |
200 |
0.02% |
40,000 |
200 |
0 |
Domestic Money Center... |
|
|
GLD |
streetTRACKS Gold Trust |
144 |
New |
$217.82 |
$36,000 |
175 |
0.02% |
36,000 |
175 |
0 |
Closed - End Fund - E... |
|
|
PEP |
Pepsico Inc |
145 |
New |
$173.49 |
$35,000 |
200 |
0.02% |
35,000 |
200 |
0 |
Beverage Soft Drinks... |
|
|
BK |
Bank of New York Mellon Corp |
150 |
New |
$58.89 |
$32,000 |
550 |
0.02% |
32,000 |
550 |
0 |
Domestic Money Center... |
|
|
PDSB |
PDS Biotechnology Corp |
155 |
New |
$0.50 |
$28,000 |
7,000 |
0.01% |
28,000 |
7,000 |
0.031 |
N/A |
|
|
ADM |
Archer Daniels Midland Co |
161 |
New |
$61.07 |
$22,000 |
350 |
0.01% |
22,000 |
350 |
0 |
Food - Major Diversified |
|
|
RTX |
RTX Corp |
163 |
New |
$101.02 |
$20,000 |
210 |
0.01% |
20,000 |
210 |
0 |
Conglomerates |
|
|
DFAR |
Dfa Dimensional Us Real Est... |
169 |
New |
$0.00 |
$17,000 |
779 |
0.01% |
17,000 |
779 |
0 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
175 |
New |
$1,224.40 |
$14,000 |
15 |
0.01% |
14,000 |
15 |
0 |
Semiconductor - Speci... |
|
|
ADX |
Adams Express Co |
176 |
New |
$20.76 |
$13,000 |
665 |
0.01% |
13,000 |
665 |
0.001 |
Closed - End Fund - Debt |
|
|
T |
AT&T Corp |
190 |
New |
$18.30 |
$10,000 |
555 |
0% |
10,000 |
555 |
0 |
Long Distance Carriers |
|
|
GCOW |
Pacer Global Cash Cows Divi... |
186 |
New |
$0.00 |
$10,000 |
300 |
0% |
10,000 |
300 |
0 |
N/A |
|
|
DFAU |
Dfa Dimensional Us Core Equ... |
187 |
New |
$0.00 |
$10,000 |
280 |
0% |
10,000 |
280 |
0 |
N/A |
|
|
KRBN |
Kfa Global Carbon Etf |
192 |
New |
$0.00 |
$9,000 |
300 |
0% |
9,000 |
300 |
0 |
N/A |
|
|
CMCSA |
Comcast Corp |
195 |
New |
$39.14 |
$8,000 |
186 |
0% |
8,000 |
186 |
0 |
CATV Systems |
|
|
NEM |
Newmont Mining Corp |
196 |
New |
$41.10 |
$7,000 |
200 |
0% |
7,000 |
200 |
0 |
Gold |
|
|
ORCL |
Oracle Corp |
202 |
New |
$122.63 |
$5,000 |
36 |
0% |
5,000 |
36 |
0.002 |
Application Software |
|
|
DFAI |
Dfa Dimensional Internation... |
204 |
New |
$0.00 |
$5,000 |
170 |
0% |
5,000 |
170 |
0 |
N/A |
|
|
DFAE |
Dfa Dimensional Emerging Co... |
206 |
New |
$0.00 |
$4,000 |
170 |
0% |
4,000 |
170 |
0 |
N/A |
|
|
CHTR |
Charter Communications Inc |
217 |
New |
$278.10 |
$1,000 |
2 |
0% |
1,000 |
2 |
0 |
CATV Systems |
|
|
NYT |
New York Times Co |
224 |
New |
$51.09 |
$1,000 |
27 |
0% |
1,000 |
27 |
0 |
Publishing |
|
|
EMBC |
Embecta Corp. |
225 |
New |
$12.92 |
$1,000 |
60 |
0% |
1,000 |
60 |
0 |
N/A |
|
|
WBD |
Warner Bros Discovery Ord S... |
226 |
New |
$8.30 |
$0 |
6 |
0% |
0 |
6 |
0 |
Broadcasting - TV |
|
|
VGLT |
Vanguard Long-Term Governm |
229 |
New |
$58.49 |
$0 |
2 |
0% |
0 |
2 |
0 |
N/A |
|
