Filed: 4/16/2025ACC: 0001951757-25-000378
📋 What this filing means
DOVER ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 162 equity positions with a total reported market value of $229.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
162
Positions
$229.62M
Total AUM (reported)
2.01M
Total Shares
Allocation by class
COM$152.40M66.4%
CL A$17.32M7.5%
COM NEW$7.58M3.3%
CL B NEW$5.88M2.6%
SHS$5.14M2.2%
CAP STK CL A$5.13M2.2%
SHORT TERM TREAS$3.44M1.5%
Portfolio Concentration
Top 3$44.60M19.4%
4–10$36.33M15.8%
11–25$44.66M19.5%
Rest$104.03M45.3%
Top 3 weight
19.4%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 2.01M
Sole
Full voting authority
2.01M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole162
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings162
Rows:
APPLE INC
SOLEShares78.54K
TypeSH
Market value$17.45M
7.60%
Sole
78.54K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares38.29K
TypeSH
Market value$14.38M
6.26%
Sole
38.29K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.00
TypeSH
Market value$12.78M
5.56%
Sole
16.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares26.49K
TypeSH
Market value$6.50M
2.83%
Sole
26.49K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.04K
TypeSH
Market value$5.88M
2.56%
Sole
11.04K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares27.94K
TypeSH
Market value$5.32M
2.32%
Sole
27.94K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares33.18K
TypeSH
Market value$5.13M
2.23%
Sole
33.18K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares71.07K
TypeSH
Market value$5.13M
2.23%
Sole
71.07K
Shared
0.00
None
0.00
UDR INC
SOLEShares100.92K
TypeSH
Market value$4.56M
1.99%
Sole
100.92K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares28.82K
TypeSH
Market value$3.82M
1.66%
Sole
28.82K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares13.53K
TypeSH
Market value$3.68M
1.60%
Sole
13.53K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares58.59K
TypeSH
Market value$3.44M
1.50%
Sole
58.59K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares25.06K
TypeSH
Market value$3.32M
1.45%
Sole
25.06K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares27.65K
TypeSH
Market value$3.29M
1.43%
Sole
27.65K
Shared
0.00
None
0.00
KLA CORP
SOLEShares4.74K
TypeSH
Market value$3.22M
1.40%
Sole
4.74K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares5.96K
TypeSH
Market value$3.12M
1.36%
Sole
5.96K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares18.31K
TypeSH
Market value$3.04M
1.32%
Sole
18.31K
Shared
0.00
None
0.00
UNITED BANKSHARES INC WEST V
SOLEShares86.05K
TypeSH
Market value$3.02M
1.31%
Sole
86.05K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares13.78K
TypeSH
Market value$2.92M
1.27%
Sole
13.78K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares7.63K
TypeSH
Market value$2.79M
1.22%
Sole
7.63K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares110.69K
TypeSH
Market value$2.69M
1.17%
Sole
110.69K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares15.23K
TypeSH
Market value$2.60M
1.13%
Sole
15.23K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares16.77K
TypeSH
Market value$2.52M
1.10%
Sole
16.77K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares15.03K
TypeSH
Market value$2.51M
1.10%
Sole
15.03K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares20.48K
TypeSH
Market value$2.50M
1.09%
Sole
20.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 78.54K | SH | $17.45M 7.60% | 78.54K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 38.29K | SH | $14.38M 6.26% | 38.29K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 16.00 | SH | $12.78M 5.56% | 16.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 26.49K | SH | $6.50M 2.83% | 26.49K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.04K | SH | $5.88M 2.56% | 11.04K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 27.94K | SH | $5.32M 2.32% | 27.94K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 33.18K | SH | $5.13M 2.23% | 33.18K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 71.07K | SH | $5.13M 2.23% | 71.07K | 0.00 | 0.00 |
UDR INCSOLE | COM | 100.92K | SH | $4.56M 1.99% | 100.92K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 28.82K | SH | $3.82M 1.66% | 28.82K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 13.53K | SH | $3.68M 1.60% | 13.53K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 58.59K | SH | $3.44M 1.50% | 58.59K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 25.06K | SH | $3.32M 1.45% | 25.06K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 27.65K | SH | $3.29M 1.43% | 27.65K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 4.74K | SH | $3.22M 1.40% | 4.74K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 5.96K | SH | $3.12M 1.36% | 5.96K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 18.31K | SH | $3.04M 1.32% | 18.31K | 0.00 | 0.00 |
UNITED BANKSHARES INC WEST VSOLE | COM | 86.05K | SH | $3.02M 1.31% | 86.05K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 13.78K | SH | $2.92M 1.27% | 13.78K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 7.63K | SH | $2.79M 1.22% | 7.63K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 110.69K | SH | $2.69M 1.17% | 110.69K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 15.23K | SH | $2.60M 1.13% | 15.23K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 16.77K | SH | $2.52M 1.10% | 16.77K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 15.03K | SH | $2.51M 1.10% | 15.03K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 20.48K | SH | $2.50M 1.09% | 20.48K | 0.00 | 0.00 |
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