WEATHER GAUGE ADVISORY, LLC

WILLIAMSBURG, VA Investment Advisor How do I update this listing?

Weather Gauge Advisory is based out of Williamsburg. Weather Gauge Advisory is a large advisory firm with 127 clients and discretionary assets under management (AUM) of $130,052,950 (Form ADV from 2019-01-17). Their last reported 13F filing for Q2 2019 included $104,242,000 in managed 13F securities and a top 10 holdings concentration of 36.99%. Weather Gauge Advisory's largest holding is Johnson & Johnson Co. with shares held of 55,377. Whalewisdom has at least 3 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $104.242 Million
  • Prior Market Value $103.054 Million
  • New Purchases1 stock
  • Additional Purchases42 stocks
  • Sold out of1 stock
  • Reduced holdings in35 stocks
  • Top 10 Holdings % 36.99 %
  • Turnover % [1]:2.33%
  • Turnover Alt % [2]: 0.52 %
  • Time Held Top20:2.00 quarters
  • Time Held Top10:1.90 quarters
  • Time Held All:1.95 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 4.92%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

WEATHER GAUGE ADVISORY LLC

  

Business Phone: 757-220-3313
Fax: 757-220-1330
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: VA
Number of employees: 1
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 3,370,080
Total Number of Clients: 127
Amount of client funds and securities by related persons: 3,370,080
Total Number of clients from related persons: 6
Disclosures:
Data above was derived from SEC filings.

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WEATHER GAUGE ADVISORY LLC

ownership team - last updated 2019-01-17
Name Title Start Date Direct/Indirect % Ownership
KROCHMAL, STEPHEN, GLENN MANAGER & CHIEF COMPLIANCE OFFICER 02/01/1996 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEATHER GAUGE ADVISORY LLC MANAGER & CHIEF COMPLIANCE OFFICER direct 1996-02-01
KROCHMAL STEPHEN GLENN SOLE PROPRIETOR direct 1996-02-01 2003-01-27
KROCHMAL STEPHEN GLENN SOLE PROPRIETOR, CHIEF COMPLIANCE OFFICER direct 1996-02-01 2004-02-10
KROCHMAL STEPHEN GLENN MANAGER/CHIEF COMPLIANCE OFFICER direct 1996-02-01 2005-02-14
WEATHER GAUGE ADVISORY LLC MANAGER direct 1996-02-01 2005-05-23

WEATHER GAUGE ADVISORY LLC

ownership team - last updated 2017-01-18
Name Title Start Date Direct/Indirect % Ownership
KROCHMAL, STEPHEN, GLENN MANAGER & CHIEF COMPLIANCE OFFICER 02/01/1996 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEATHER GAUGE ADVISORY LLC MANAGER & CHIEF COMPLIANCE OFFICER direct 1996-02-01
KROCHMAL STEPHEN GLENN SOLE PROPRIETOR direct 1996-02-01 2003-01-27
KROCHMAL STEPHEN GLENN SOLE PROPRIETOR, CHIEF COMPLIANCE OFFICER direct 1996-02-01 2004-02-10
KROCHMAL STEPHEN GLENN MANAGER/CHIEF COMPLIANCE OFFICER direct 1996-02-01 2005-02-14
WEATHER GAUGE ADVISORY LLC MANAGER direct 1996-02-01 2005-05-23

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