TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV - Portfolio overview

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV has 195 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DGRW - WISDOMTREE TR, 6.07%
2. QQQ - INVESCO QQQ TR, 5.98%
3. AMZN - AMAZON COM INC, 5.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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