DOSSIER · 13F-HR · Q4 2024

DORCHESTER WEALTH MANAGEMENT Co

DORCHESTER WEALTH's family office based in Greenwich, CT — $501M in tracked AUM across 146 positions as of Q4 2024.

DW

DORCHESTER WEALTH·Greenwich, CT·Family Office

CIK 0001649888 · last filed Dec 31, 2024

Total AUM

$501M

▼ 4.7%

vs prior

Holdings

146

—

positions

Whale Score

38

tracked

Activity

—

no data

changes this Q

Top sector

Tech

38% weight

concentration

AI Analysis · Q4 2024 · Q4 2024

DORCHESTER WEALTH MANAGEMENT Co filed its latest 13F-HR for Q4 2024. See the latest holdings and position changes below.

Quarter at a glance — Q4 2024

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2024.

#HoldingValueSharesWeight

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