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| Name: |
NORTHCAPE WEALTH MANAGEMENT LLC |
| City: |
WILLIAMSVILLE |
| State: |
NY |
| Zip: |
14221 |
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data |
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| Holdings
Found :
9 |
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Closed Positions |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IBMM |
Ishares Ibonds Dec 2024 Ter... |
136 |
Closed |
$0.00 |
$0 |
0 |
0% |
-215,000 |
-8,300 |
0 |
N/A |
|
|
BLK |
BlackRock Inc A |
142 |
Closed |
$768.69 |
$0 |
0 |
0% |
-204,000 |
-251 |
0 |
Investment Brokerage ... |
|
|
WEC |
WEC Energy Group Inc |
135 |
Closed |
$79.85 |
$0 |
0 |
0% |
-465,000 |
-5,530 |
0 |
Multi Utilities |
|
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LHX |
L3harris Technologies Inc |
141 |
Closed |
$221.90 |
$0 |
0 |
0% |
-201,000 |
-954 |
0 |
Communication Equipment |
|
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WELL |
Welltower Inc |
134 |
Closed |
$103.81 |
$0 |
0 |
0% |
-205,000 |
-2,271 |
0 |
REIT - Healthcare Fac... |
|
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VZ |
Verizon Communications Inc |
140 |
Closed |
$40.94 |
$0 |
0 |
0% |
-541,000 |
-14,339 |
0 |
Telecom Services - Do... |
|
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GPC |
Genuine Parts Co |
139 |
Closed |
$145.19 |
$0 |
0 |
0% |
-201,000 |
-1,453 |
0 |
Auto Parts Wholesale |
|
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AZN |
AstraZeneca Plc (ADR) |
138 |
Closed |
$80.02 |
$0 |
0 |
0% |
-232,000 |
-3,450 |
0 |
Drug Manufacturers - ... |
|
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FCX |
Freeport McMoRan Copper & G... |
137 |
Closed |
$49.27 |
$0 |
0 |
0% |
-3,617,000 |
-84,968 |
0 |
Copper |
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