NORTHCAPE WEALTH MANAGEMENT, LLC - Portfolio overview

NORTHCAPE WEALTH MANAGEMENT, LLC has 151 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. GLD - SPDR GOLD TR, 7.74%
2. JAAA - JANUS DETROIT STR TR, 4.96%
3. BINC - BLACKROCK ETF TRUST II, 4.68%

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

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