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Warren Buffett Dividend Stock Portfolio

Funds Holding AMERICANFUNDSWASHINGTONMUTUALF

On this page, we present all of the funds holding AMERICANFUNDSWASHINGTONMUTUALF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AMERICANFUNDSWASHINGTONMUTUALF, with a link to that fund's top holdings. The next columns indicate the amount of AMERICANFUNDSWASHINGTONMUTUALF stock held by each of the funds holding AMERICANFUNDSWASHINGTONMUTUALF, followed by the AMERICANFUNDSWASHINGTONMUTUALF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 6 funds holding AMERICANFUNDSWASHINGTONMUTUALF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Livelsberger Financial Advisory. For more details on the positions held by Livelsberger Financial Advisory (or by any of the other funds holding AMERICANFUNDSWASHINGTONMUTUALF), click the fund name in the "Holder" column of the funds-holding-AMERICANFUNDSWASHINGTONMUTUALF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Livelsberger Financial Advisory $1,125 12/31/2023
     MFA19,776$1,125 12/31/2023
Encompass Wealth Advisors LLC $391 12/31/2023
     Mutual Fund6,852$391 12/31/2023
Ethos Financial Group LLC $211 03/31/2024
     MF3,399$211 03/31/2024
Main Street Group LTD $119 12/31/2023
     NTF EQUITY FUNDS2,089$119 12/31/2023
Richardson Financial Services Inc. $15 03/31/2024
     Mutual Fund257$15 03/31/2024
Strategic Investment Solutions Inc. IL $13 12/31/2023
     NTF EQUITY FUNDS226$13 12/31/2023
Game Plan Financial Advisors LLC23$12 03/31/2024
     MFA176$11 03/31/2024
     MFC23$1 03/31/2024

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