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| Holdings Found : 47 | View All Holdings | Currently Viewing: Unchanged Positions | Page 1 of 1 | ||||
Menu |
Ticker | Company Name | Position Rank |
New/Closed Postion |
Last Close |
Value | Shares Held | % of Portfolio |
Value Change |
Change In Shares Held |
% of Company | Industry |
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AXP | American Express Co | - | $235.64 | $5,350,000 | 28,559 | % | 1,089,000 | 0 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $161.29 | $2,372,000 | 16,186 | % | 11,000 | 0 | 0 | N/A | |
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BRK.A | Berkshire Hathaway Inc | - | $606,920.00 | $2,171,000 | 4 | % | 45,000 | 0 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $159.62 | $1,232,000 | 7,952 | % | 47,000 | 0 | 0 | N/A | |
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PSA | Public Storage Inc | - | $257.73 | $1,110,000 | 3,638 | % | 151,000 | 0 | 0 | N/A | |
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MDLZ | Mondelez International Inc | - | $70.61 | $916,000 | 12,640 | % | 39,000 | 0 | 0 | N/A | |
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WEC | WEC Energy Group Inc | - | $81.49 | $879,000 | 10,446 | % | 38,000 | 0 | 0 | N/A | |
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ED | Consolidated Edison Inc | - | $92.93 | $845,000 | 9,285 | % | 51,000 | 0 | 0 | N/A | |
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CEG | Constellation Energy Corp | - | $188.37 | $843,000 | 7,213 | % | 56,000 | 0 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $117.96 | $791,000 | 7,914 | % | -140,000 | 0 | 0 | N/A | |
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ITW | Illinois Tool Works Inc | - | $248.28 | $759,000 | 2,896 | % | 92,000 | 0 | 0 | N/A | |
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D | Dominion Energy Inc | - | $50.45 | $741,000 | 15,769 | % | 37,000 | 0 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.16 | $716,000 | 4,541 | % | -10,000 | 0 | 0 | N/A | |
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KO | Coca-Cola Co | - | $61.74 | $696,000 | 11,805 | % | 35,000 | 0 | 0 | N/A | |
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NSC | Norfolk Southern Corp | - | $249.65 | $645,000 | 2,728 | % | 108,000 | 0 | 0.001 | Railroads | |
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MFC | Manulife Financial Corporat... | - | $23.47 | $568,000 | 25,692 | % | 98,000 | 0 | 0 | N/A | |
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VTIP | Vanguard Short Term Inflati... | - | $47.84 | $531,000 | 11,176 | % | 3,000 | 0 | 0 | N/A | |
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APAM | Artisan Partners Asset Mana... | - | $41.96 | $518,000 | 11,725 | % | 79,000 | 0 | 0 | N/A | |
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WELL | Welltower Inc | - | $94.34 | $518,000 | 5,742 | % | 48,000 | 0 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $729.18 | $509,000 | 771 | % | 73,000 | 0 | 0 | N/A | |
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CSWI | CSW Industrials Inc | - | $239.00 | $451,000 | 2,174 | % | 70,000 | 0 | 0 | N/A | |
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OTTR | Otter Tail Corp | - | $84.58 | $425,000 | 5,000 | % | 45,000 | 0 | 0 | N/A | |
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BK | Bank of New York Mellon Corp | - | $57.32 | $410,000 | 7,874 | % | 74,000 | 0 | 0 | N/A | |
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ADM | Archer Daniels Midland Co | - | $60.10 | $385,000 | 5,336 | % | -17,000 | 0 | 0 | N/A | |
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MET | MetLife Inc | - | $70.42 | $377,000 | 5,707 | % | 18,000 | 0 | 0 | N/A | |
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NVS | Novartis AG (ADR) | - | $97.44 | $324,000 | 3,206 | % | -3,000 | 0 | 0 | N/A | |
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EXC | Exelon Corp | - | $37.32 | $301,000 | 8,371 | % | -15,000 | 0 | 0 | N/A | |
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FDX | Fedex Corp | - | $265.84 | $290,000 | 1,146 | % | -14,000 | 0 | 0 | N/A | |
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LHX | L3harris Technologies Inc | - | $214.54 | $284,000 | 1,349 | % | 49,000 | 0 | 0 | N/A | |
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TT | Trane Technologies (Ingerso... | - | $304.53 | $279,000 | 1,145 | % | 47,000 | 0 | 0 | N/A | |
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YUM | YUM! Brands Inc | - | $141.77 | $275,000 | 2,105 | % | 12,000 | 0 | 0.001 | Restaurants | |
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KMB | Kimberly Clark Corp | - | $135.24 | $274,000 | 2,254 | % | 2,000 | 0 | 0 | N/A | |
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ARTNA | Artesian Resources Corp | - | $34.50 | $249,000 | 6,000 | % | -3,000 | 0 | 0 | N/A | |
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TD | Toronto-Dominion Bank (USA) | - | $59.38 | $234,000 | 3,620 | % | 16,000 | 0 | 0 | N/A | |
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MWA | Mueller Water Products, Inc. | - | $15.98 | $230,000 | 16,000 | % | 27,000 | 0 | 0 | N/A | |
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ISRG | Intuitive Surgical Inc | - | $372.63 | $227,000 | 672 | % | 31,000 | 0 | 0 | Medical Appliances & ... | |
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SASR | Sandy Spring Bancorp Inc | - | $21.49 | $225,000 | 8,272 | % | 48,000 | 0 | 0 | N/A | |
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OGE | OGE Energy Corp | - | $33.82 | $210,000 | 6,000 | % | 10,000 | 0 | 0 | N/A | |
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BMY | Bristol-Myers Squibb Co | - | $44.85 | $203,000 | 3,958 | % | -27,000 | 0 | 0 | N/A | |
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QQQ | Invesco QQQ Trust Series I | - | $431.00 | $195,000 | 477 | % | 24,000 | 0 | 0 | N/A | |
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CMCSA | Comcast Corp | - | $38.57 | $191,000 | 4,352 | % | -2,000 | 0 | 0 | N/A | |
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JNPR | Juniper Networks Inc | - | $36.16 | $183,000 | 6,200 | % | 11,000 | 0 | 0.002 | Networking & Communic... | |
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UVSP | Univest Corp Of Pennsylvania | - | $21.23 | $169,000 | 7,679 | % | 36,000 | 0 | 0 | N/A | |
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SCHD | Schwab US Dividend Equity ETF | - | $77.48 | $164,000 | 2,150 | % | 12,000 | 0 | 0 | N/A | |
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EW | Edwards Lifesciences Corp | - | $29.43 | $160,000 | 2,100 | % | 15,000 | 0 | 0 | N/A | |
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FMAO | Farmers & Merchants Bancorp... | - | $21.72 | $154,000 | 30 | % | 8,000 | 0 | 0 | N/A | |
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SCHO | Schwab Short-Term U.S. Tre... | - | $47.88 | $30,000 | 615 | % | 1,000 | 0 | 0 | N/A |
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