Wernau Asset Management Inc. Long-Term Concentrated

CIK: 0002053236 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 7, 2025

Total Value ($000): $128,006 (100.0% shares, 0.0% debt)

Holdings (49)

AAPL APPLE INC 17.8%
Value ($000) $22,742 Shares 102,383 Est. Cost $234.51 Unrealized -1.6%
SPY SPDR S&P 500 ETF TR 15.7%
Value ($000) $20,138 Shares 36,000 Est. Cost $586.11 Unrealized
AAPL APPLE INC 8.6%
Value ($000) $10,951 Shares 49,300 Est. Cost $234.51 Unrealized -1.6%
SPY SPDR S&P 500 ETF TR 7.8%
Value ($000) $9,995 Shares 17,867 Est. Cost $586.11 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 7.0%
Value ($000) $8,934 Shares 16,774 Est. Cost $461.73 Unrealized +5.3%
MSFT MICROSOFT CORP 4.0%
Value ($000) $5,173 Shares 13,781 Est. Cost $422.35 Unrealized -4.1%
GOOG ALPHABET INC 3.7%
Value ($000) $4,749 Shares 30,395 Est. Cost $175.67 Unrealized +3.9%
PFE PFIZER INC 3.3%
Value ($000) $4,197 Shares 165,644 Est. Cost $25.09 Unrealized -1.5%
BAC BANK AMERICA CORP 3.2%
Value ($000) $4,097 Shares 98,171 Est. Cost $42.83 Unrealized +1.9%
T AT&T INC 2.8%
Value ($000) $3,532 Shares 124,892 Est. Cost $21.51 Unrealized +13.2%
UTL UNITIL CORP 2.2%
Value ($000) $2,848 Shares 49,363 Est. Cost $58.01 Unrealized -5.2%
JPM JPMORGAN CHASE & CO. 2.2%
Value ($000) $2,835 Shares 11,558 Est. Cost $228.03 Unrealized +10.0%
PG PROCTER AND GAMBLE CO 2.0%
Value ($000) $2,509 Shares 14,723 Est. Cost $165.73 Unrealized -1.1%
AMZN AMAZON COM INC 1.7%
Value ($000) $2,153 Shares 11,318 Est. Cost $204.58 Unrealized +6.1%
VTWO VANGUARD SCOTTSDALE FDS 1.5%
Value ($000) $1,869 Shares 23,177 Est. Cost $89.33 Unrealized
GOOGL ALPHABET INC 1.2%
Value ($000) $1,564 Shares 10,116 Est. Cost $174.14 Unrealized +3.8%
DIS DISNEY WALT CO 1.2%
Value ($000) $1,549 Shares 15,689 Est. Cost $103.52 Unrealized +2.7%
CSCO CISCO SYS INC 1.2%
Value ($000) $1,533 Shares 24,837 Est. Cost $55.37 Unrealized +8.5%
KKR KKR & CO INC 1.1%
Value ($000) $1,465 Shares 12,674 Est. Cost $145.82 Unrealized -6.1%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $1,143 Shares 25,204 Est. Cost $39.40 Unrealized +0.5%
VO VANGUARD INDEX FDS 0.8%
Value ($000) $1,024 Shares 3,960 Est. Cost $264.15 Unrealized
SCHF SCHWAB STRATEGIC TR 0.7%
Value ($000) $895 Shares 45,246 Est. Cost $18.50 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $885 Shares 19,546 Est. Cost $44.04 Unrealized
SCHD SCHWAB STRATEGIC TR 0.7%
Value ($000) $873 Shares 31,209 Est. Cost $27.32 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $662 Shares 2,664 Est. Cost $216.31 Unrealized +10.7%
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $661 Shares 23,165 Est. Cost $24.88 Unrealized +7.3%
SNOW SNOWFLAKE INC 0.5%
Value ($000) $661 Shares 4,519 Est. Cost $140.81 Unrealized +20.5%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $639 Shares 5,373 Est. Cost $112.36 Unrealized -4.6%
SCHB SCHWAB STRATEGIC TR 0.5%
Value ($000) $607 Shares 28,194 Est. Cost $22.70 Unrealized
ED CONSOLIDATED EDISON INC 0.5%
Value ($000) $602 Shares 5,447 Est. Cost $94.78 Unrealized +0.5%
SAM BOSTON BEER INC 0.5%
Value ($000) $597 Shares 2,500 Est. Cost $301.80 Unrealized -19.3%
GLD SPDR GOLD TR 0.5%
Value ($000) $590 Shares 2,045 Est. Cost $242.24 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $519 Shares 4,785 Est. Cost $136.74 Unrealized -7.3%
IWF ISHARES TR 0.3%
Value ($000) $409 Shares 1,132 Est. Cost $401.58 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $364 Shares 7,313 Est. Cost $48.33 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $352 Shares 426 Est. Cost $821.14 Unrealized +0.7%
NFLX NETFLIX INC 0.3%
Value ($000) $348 Shares 373 Est. Cost $82.31 Unrealized +15.5%
SHY ISHARES TR 0.3%
Value ($000) $342 Shares 4,136 Est. Cost $81.98 Unrealized
F FORD MTR CO 0.3%
Value ($000) $340 Shares 33,851 Est. Cost $9.87 Unrealized -6.4%
IWB ISHARES TR 0.3%
Value ($000) $325 Shares 1,060 Est. Cost $322.16 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $325 Shares 7,440 Est. Cost $41.82 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $324 Shares 690 Est. Cost $511.31 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $309 Shares 1,473 Est. Cost $177.41 Unrealized +6.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $271 Shares 2,763 Est. Cost $93.94 Unrealized +7.5%
PFE PFIZER INC 0.2%
Value ($000) $253 Shares 10,000 Est. Cost $25.09 Unrealized -1.5%
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $252 Shares 6,301 Est. Cost $39.30 Unrealized -6.8%
NLY ANNALY CAPITAL MANAGEMENT IN 0.2%
Value ($000) $234 Shares 11,516 Est. Cost $18.30 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $212 Shares 1,904 Est. Cost $106.55 Unrealized
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $156 Shares 14,516 Est. Cost $9.29 Unrealized +12.6%