PENSION & WEALTH MANAGEMENT ADVISORS, INC. current holdings: Foreign Stocks
PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported $0.00 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 13 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are GDS, ASML, SAP.
- GDS: Country of operation —; Class ADR; Shares 7,911; Value $237,567.
- ASML: Country of operation —; Class ADR; Shares 104; Value $207,688.
- SAP: Country of operation —; Class ADR; Shares 743; Value $114,504.
- TSM: Country of operation —; Class ADR; Shares 182; Value $87,247.
Form 13F-HR as filed (SEC CIK 2145782): quarter ended 2026-06-30, filed 2026-08-07. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||