Kingswood Wealth Advisors »

Paccar shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Paccar (PCAR) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Paccar

Tip: Access up to 7 years of quarterly data

All positions including Paccar held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Paccar by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 8.6k 123.89
2023-12-31 $842k 8.6k 97.65
2023-09-30 $699k 8.2k 85.02

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding Paccar

Vanguard Group
BlackRock
Geode Capital Management
FMR
Bank of America Corporation
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
Northern Trust
Alliancebernstein
Fisher Investments
First Trust Advisors
Legal & General Group
Us Bancorp
Bank of New York Mellon

View all funds holding Paccar