Minot Wealth Management LLC 13F Holdings

CIK 0001801774 · WESTWOOD, MA

As of Jun 30, 2022, Minot Wealth Management LLC reported 185 positions worth $389.0K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity370,610$26.5K6.82%
APPLE INCAAPLTechnology177,892$24.3K6.25%
SPDR S&P 500 ETF TRUSTSPY—59,934$22.6K5.81%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services50,239 3.7K3.53%
MICROSOFT CORPMSFTTechnology51,834 3.3K3.42%
ABBVIE INCABBVEquity65,714 0.1K2.59%
STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETFMDYV—160,300$9.7K2.49%
UNITEDHEALTH GROUP INCUNHHealthcare16,484$8.5K2.18%
AMAZON.COM INCAMZNEquity76,850$8.2K2.10%
ALPHABET INCGOOGLEquity3,569$7.8K2.00%
ACCENTURE PLCACNTechnology27,912$7.8K1.99%
BROADCOM INCAVGOTechnology13,821$6.7K1.73%
JOHNSON & JOHNSONJNJHealthcare37,367$6.6K1.71%
HOME DEPOT INCHDConsumer Cyclical23,600$6.5K1.66%
THERMO FISHER SCIENTIFIC INCTMOHealthcare11,864$6.4K1.66%
ABBOTT LABORATORIESABTHealthcare56,323$6.1K1.57%
TEXAS INSTRUMENTS INCTXNTechnology37,728$5.8K1.49%
DANAHER CORPDHRHealthcare22,794$5.8K1.49%
VISA INC-CLASS A SHARESVFinancial Services26,415$5.2K1.34%
COSTCO WHOLESALE CORPCOSTConsumer Defensive9,930$4.8K1.22%
GENUINE PARTS COGPCConsumer Cyclical34,568$4.6K1.18%
NVIDIA CORPNVDATechnology30,147$4.6K1.17%
LOWES COMPANIES INCLOWConsumer Cyclical25,762$4.5K1.16%
EXXON MOBIL CORPXOMEnergy51,588$4.4K1.14%
QUALCOMM INCQCOMTechnology34,522$4.4K1.13%