List of top 200 securities held by Topel & Distasi Wealth Management LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
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Quarter: 2024Q4
Report Date Time: 2025-01-30 18:56:25
Total Holdings: 67
Assets Under Management (AUM) :
$196,912,048 ($196.91M)
Reporting Manager: Jarrett Topel
Address:
2907 CLAREMONT AVE,
SUITE 111
BERKELEY, CA 94705
Since : total money flow = , gains and losses =
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