MW ADVISORY, LLC: 13F holdings
CIK 21491042026Q2
| Positions | 139 |
|---|---|
| Reported value | $250.3m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| KO COCA COLA CO | 765,193 | $62.2m | 24.8% |
| OMFL INVESCO EXCH TRD SLF IDX FD | 241,529 | $16.6m | 6.6% |
| JBI JANUS INTERNATIONAL GROUP IN | 2,183,549 | $12.1m | 4.8% |
| NVDA NVIDIA CORPORATION | 53,946 | $10.8m | 4.3% |
| IVV ISHARES TR | 11,450 | $8.6m | 3.4% |
| AAPL APPLE INC | 27,350 | $7.9m | 3.2% |
| MSFT MICROSOFT CORP | 21,088 | $7.9m | 3.1% |
| VOO VANGUARD INDEX FDS | 10,872 | $7.5m | 3.0% |
| GOOGL ALPHABET INC | 11,477 | $4.1m | 1.6% |
| GOOG ALPHABET INC | 11,149 | $3.9m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2149104")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.