Wernau Asset Management Inc. Long-Term Concentrated

CIK: 0002053236 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Feb 6, 2025

Total Value ($000): $134,191 (100.0% shares, 0.0% debt)

Holdings (50)

AAPL APPLE INC 19.7%
Value ($000) $26,421 Shares 105,507 Est. Cost $234.51 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 14.5%
Value ($000) $19,516 Shares 33,300 Est. Cost $586.11 Unrealized
AAPL APPLE INC 8.4%
Value ($000) $11,219 Shares 44,800 Est. Cost $234.51 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 7.9%
Value ($000) $10,578 Shares 18,048 Est. Cost $586.11 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 5.7%
Value ($000) $7,614 Shares 16,796 Est. Cost $461.73 Unrealized 0.0%
MSFT MICROSOFT CORP 4.3%
Value ($000) $5,825 Shares 13,818 Est. Cost $422.35 Unrealized 0.0%
GOOG ALPHABET INC 4.3%
Value ($000) $5,797 Shares 30,439 Est. Cost $175.67 Unrealized 0.0%
BAC BANK AMERICA CORP 3.2%
Value ($000) $4,330 Shares 98,517 Est. Cost $42.83 Unrealized 0.0%
PFE PFIZER INC 3.0%
Value ($000) $4,074 Shares 153,548 Est. Cost $25.12 Unrealized 0.0%
T AT&T INC 2.1%
Value ($000) $2,853 Shares 125,281 Est. Cost $21.51 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 2.1%
Value ($000) $2,779 Shares 11,595 Est. Cost $228.03 Unrealized 0.0%
UTL UNITIL CORP 2.0%
Value ($000) $2,673 Shares 49,317 Est. Cost $58.01 Unrealized 0.0%
AMZN AMAZON COM INC 1.9%
Value ($000) $2,491 Shares 11,356 Est. Cost $204.58 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 1.8%
Value ($000) $2,475 Shares 14,765 Est. Cost $165.73 Unrealized 0.0%
VTWO VANGUARD SCOTTSDALE FDS 1.5%
Value ($000) $2,070 Shares 23,177 Est. Cost $89.33 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $1,915 Shares 10,116 Est. Cost $174.14 Unrealized 0.0%
KKR KKR & CO INC 1.4%
Value ($000) $1,875 Shares 12,675 Est. Cost $145.82 Unrealized 0.0%
DIS DISNEY WALT CO 1.3%
Value ($000) $1,756 Shares 15,769 Est. Cost $103.52 Unrealized 0.0%
TSLA TESLA INC 1.2%
Value ($000) $1,609 Shares 3,985 Est. Cost $321.74 Unrealized 0.0%
CSCO CISCO SYS INC 1.1%
Value ($000) $1,484 Shares 25,069 Est. Cost $55.37 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.8%
Value ($000) $1,046 Shares 3,960 Est. Cost $264.15 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $1,010 Shares 25,265 Est. Cost $39.40 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $861 Shares 19,546 Est. Cost $44.04 Unrealized
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $853 Shares 31,209 Est. Cost $27.32 Unrealized
SCHF SCHWAB STRATEGIC TR 0.6%
Value ($000) $837 Shares 45,246 Est. Cost $18.50 Unrealized
SAM BOSTON BEER INC 0.6%
Value ($000) $750 Shares 2,500 Est. Cost $301.80 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.5%
Value ($000) $702 Shares 4,547 Est. Cost $140.81 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $646 Shares 23,559 Est. Cost $24.88 Unrealized 0.0%
SCHB SCHWAB STRATEGIC TR 0.5%
Value ($000) $640 Shares 28,194 Est. Cost $22.70 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $586 Shares 2,664 Est. Cost $216.31 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $582 Shares 4,332 Est. Cost $137.79 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $576 Shares 5,358 Est. Cost $112.36 Unrealized 0.0%
GLD SPDR GOLD TR 0.4%
Value ($000) $495 Shares 2,045 Est. Cost $242.24 Unrealized
ED CONSOLIDATED EDISON INC 0.4%
Value ($000) $486 Shares 5,447 Est. Cost $94.78 Unrealized 0.0%
IWF ISHARES TR 0.3%
Value ($000) $455 Shares 1,132 Est. Cost $401.58 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $365 Shares 8,719 Est. Cost $41.82 Unrealized
SHY ISHARES TR 0.3%
Value ($000) $360 Shares 4,395 Est. Cost $81.98 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $353 Shares 7,313 Est. Cost $48.33 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $353 Shares 690 Est. Cost $511.31 Unrealized
F FORD MTR CO 0.3%
Value ($000) $344 Shares 34,774 Est. Cost $9.87 Unrealized 0.0%
NFLX NETFLIX INC 0.3%
Value ($000) $343 Shares 385 Est. Cost $82.31 Unrealized 0.0%
IWB ISHARES TR 0.3%
Value ($000) $341 Shares 1,060 Est. Cost $322.16 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $329 Shares 426 Est. Cost $821.14 Unrealized 0.0%
ABBV ABBVIE INC 0.2%
Value ($000) $264 Shares 1,488 Est. Cost $177.41 Unrealized 0.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $258 Shares 2,832 Est. Cost $93.94 Unrealized 0.0%
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $233 Shares 6,301 Est. Cost $39.30 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.2%
Value ($000) $229 Shares 12,516 Est. Cost $18.30 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $203 Shares 1,904 Est. Cost $106.55 Unrealized
WBD WARNER BROS DISCOVERY INC 0.2%
Value ($000) $202 Shares 19,125 Est. Cost $9.29 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $133 Shares 5,000 Est. Cost $25.12 Unrealized 0.0%