DORCHESTER WEALTH MANAGEMENT Co - Portfolio overview
DORCHESTER WEALTH MANAGEMENT Co has 146 reported holdings in this dataset, with the latest filing dated 2025-02-04.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- AAPL - APPLE INC, 10.38%
- BMO - BANK MONTREAL QUE, 3.52%
- GOOG - ALPHABET INC, 3.48%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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