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Willett Advisors LLC 13F Filings, Portfolio & Analysis

CIK: 0001509379
New York 25 East 78Th Street
Zip Code: 10075
Latest Portfolio Value
$273,000
Total Holdings
1
Latest Report Date
Q3 2014
Top 10 Concentration
100.00%

Willett Advisors LLC — Portfolio Overview & Company Profile

Willett Advisors LLC (CIK: 0001509379) is a financial institution headquartered at 25 East 78Th Street, , New York, New York 10075. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2014-09-30), the institution manages a portfolio valued at $273,000, comprising 1 distinct securities. Over its filing history, it has submitted 6 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2014 — Top-10 concentration: 100.0%.

Portfolio Summary (Q3 2014)

Top Buys

Q3 2014

No buy transactions available for this period

Top Sells

Q3 2014

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
$273,000 0.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2014)

Name Shares Market Value Weight Change Activity
3,075 $273,000 100.00% ▲ 3,076

Historical Portfolio Charts