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| Name: |
Connolly Sarah T. |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02109-2835 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
1 |
- |
$406.32 |
$389,000 |
1,035 |
35.14% |
-9,703,000 |
-30,928 |
0 |
Application Software |
|
|
NEE |
NextEra Energy |
2 |
- |
$65.99 |
$284,000 |
4,675 |
25.65% |
-2,267,000 |
-39,860 |
0 |
Electric Utilities |
|
|
PG |
Procter & Gamble Co |
3 |
- |
$161.29 |
$233,000 |
1,592 |
21.05% |
-3,717,000 |
-25,488 |
0 |
Cleaning Products |
|
|
ABT |
Abbott Laboratories |
4 |
- |
$107.53 |
$201,000 |
1,825 |
18.16% |
-1,443,000 |
-15,150 |
0 |
Drug Manufacturers - ... |
|
|
MRK |
Merck & Co Inc |
10 |
Closed |
$131.20 |
$0 |
0 |
0% |
-1,503,000 |
-14,600 |
0 |
Drug Manufacturers - ... |
|
|
GOOG |
Alphabet Inc |
42 |
Closed |
$173.69 |
$0 |
0 |
0% |
-3,435,000 |
-26,049 |
0 |
Search Engines & Info... |
|
|
VXUS |
Vanguard Total Internationa... |
72 |
Closed |
$59.34 |
$0 |
0 |
0% |
-1,093,000 |
-20,430 |
0 |
Closed - End Fund - E... |
|
|
IJH |
iShares S&P MidCap 400 Index |
29 |
Closed |
$57.82 |
$0 |
0 |
0% |
-315,000 |
-1,265 |
0 |
Closed - End Fund - E... |
|
|
CRM |
Salesforce.com Inc |
60 |
Closed |
$274.29 |
$0 |
0 |
0% |
-2,605,000 |
-12,848 |
0 |
Internet Software & S... |
|
|
ATO |
Atmos Energy Corp |
16 |
Closed |
$116.93 |
$0 |
0 |
0% |
-211,000 |
-1,990 |
0 |
Gas Utilities |
|
|
QCOM |
QUALCOMM Inc |
48 |
Closed |
$165.66 |
$0 |
0 |
0% |
-445,000 |
-4,010 |
0 |
Communication Equipment |
|
|
CMCSA |
Comcast Corp |
78 |
Closed |
$38.57 |
$0 |
0 |
0% |
-1,684,000 |
-37,969 |
0 |
CATV Systems |
|
|
AMZN |
Amazon.com Inc |
35 |
Closed |
$179.62 |
$0 |
0 |
0% |
-5,167,000 |
-40,643 |
0 |
Internet Software & S... |
|
|
LOW |
Lowes Companies Inc |
66 |
Closed |
$229.87 |
$0 |
0 |
0% |
-2,148,000 |
-10,336 |
0 |
Home Improvement Stores |
|
|
BKNG |
Booking Holdings Inc |
22 |
Closed |
$3,521.08 |
$0 |
0 |
0% |
-2,301,000 |
-746 |
0 |
Internet Software & S... |
|
|
FDS |
Factset Research Systems Inc |
54 |
Closed |
$421.47 |
$0 |
0 |
0% |
-490,000 |
-1,120 |
0 |
Information & Deliver... |
|
|
GD |
General Dynamics Corp |
83 |
Closed |
$284.41 |
$0 |
0 |
0% |
-1,527,000 |
-6,910 |
0 |
Aerospace/Defense - M... |
|
|
NSC |
Norfolk Southern Corp |
9 |
Closed |
$249.65 |
$0 |
0 |
0% |
-344,000 |
-1,745 |
0 |
Railroads |
|
|
WMT |
Wal-Mart Stores Inc |
41 |
Closed |
$60.16 |
$0 |
0 |
0% |
-1,693,000 |
-10,586 |
0 |
Discount, Variety Stores |
|
|
JPM |
JP Morgan Chase & Co |
71 |
Closed |
$193.49 |
$0 |
0 |
0% |
-1,945,000 |
-13,415 |
0 |
Domestic Money Center... |
|
|
MDT |
Medtronic Plc |
28 |
Closed |
$79.74 |
$0 |
0 |
0% |
-1,686,000 |
-21,514 |
0 |
Medical Appliances & ... |
|
|
DE |
Deere & Co |
59 |
Closed |
$393.33 |
$0 |
0 |
0% |
-2,092,000 |
-5,544 |
0 |
Farm & Construction M... |
|
|
VXF |
Vanguard Extended Market VI... |
15 |
Closed |
$166.51 |
$0 |
0 |
0% |
-416,000 |
-2,900 |
0 |
Closed - End Fund - E... |
|
|
SYY |
SYSCO Corp |
47 |
Closed |
$77.07 |
$0 |
0 |
0% |
-758,000 |
-11,480 |
0 |
Food Wholesale |
|
|
KMB |
Kimberly Clark Corp |
77 |
Closed |
$135.24 |
$0 |
0 |
0% |
-1,027,000 |
-8,500 |
0 |
Paper & Paper Products |
|
|
AAPL |
Apple Inc |
34 |
Closed |
$169.30 |
$0 |
0 |
0% |
-8,700,000 |
-50,813 |
0 |
Personal Computers |
|
|
EL |
Estee Lauder Companies Inc |
65 |
Closed |
$147.36 |
$0 |
0 |
0% |
-796,000 |
-5,508 |
0 |
Personal Products |
|
|
GE |
General Electric Co |
21 |
Closed |
$162.35 |
$0 |
0 |
0% |
-321,000 |
-2,905 |
0 |
Conglomerates |
|
|
BRK.B |
Berkshire Hathaway B |
53 |
Closed |
$402.10 |
$0 |
0 |
0% |
-636,000 |
-1,815 |
0 |
Property & Casualty I... |
|
|
APD |
Air Products & Chemicals Inc |
82 |
Closed |
$236.08 |
$0 |
0 |
0% |
-580,000 |
-2,045 |
0 |
Diversified Chemicals |
|
|
NKE |
Nike Inc B |
8 |
Closed |
$94.12 |
$0 |
0 |
0% |
-1,274,000 |
-13,321 |
0 |
Textile - Apparel Foo... |
|
|
BLK |
BlackRock Inc A |
40 |
Closed |
$762.88 |
$0 |
0 |
0% |
-1,340,000 |
-2,073 |
0 |
Investment Brokerage ... |
|
|
HUBB |
Hubbell Inc |
70 |
Closed |
$407.53 |
$0 |
0 |
0% |
-764,000 |
-2,439 |
0 |
Electronics Wholesale |
|
|
DHR |
Danaher Corp |
27 |
Closed |
$246.58 |
$0 |
0 |
0% |
-2,382,000 |
-9,599 |
0 |
General Building Mate... |
|
|
LIN |
Linde Plc |
58 |
Closed |
$443.18 |
$0 |
0 |
0% |
-2,141,000 |
-5,750 |
0 |
N/A |
|
|
XOM |
Exxon Mobil Corp |
14 |
Closed |
$117.96 |
$0 |
0 |
0% |
-4,387,000 |
-37,315 |
0 |
Integrated Oil & Gas |
|
|
USB |
US Bancorp Delaware |
46 |
Closed |
$41.12 |
$0 |
0 |
0% |
-819,000 |
-24,787 |
0 |
Domestic Regional Banks |
|
|
TJX |
TJX Companies Inc |
76 |
Closed |
$96.36 |
$0 |
0 |
0% |
-2,740,000 |
-30,825 |
0 |
Discount, Variety Stores |
|
|
ADI |
Analog Devices Inc |
33 |
Closed |
$201.97 |
$0 |
0 |
0% |
-732,000 |
-4,178 |
0 |
Semiconductor- Broad... |
|
|
MCD |
McDonalds Corp |
64 |
Closed |
$273.09 |
$0 |
0 |
0% |
-996,000 |
-3,780 |
0 |
Restaurants |
|
|
ACN |
Accenture Plc |
20 |
Closed |
$308.01 |
$0 |
0 |
0% |
-425,000 |
-1,385 |
0 |
Management Services |
|
|
NVDA |
NVIDIA Corporation |
52 |
Closed |
$877.35 |
$0 |
0 |
0% |
-2,631,000 |
-6,049 |
0 |
Semiconductor - Speci... |
|
|
KO |
Coca-Cola Co |
81 |
Closed |
$61.74 |
$0 |
0 |
0% |
-3,321,000 |
-59,319 |
0 |
Beverage Soft Drinks... |
|
|
IJR |
iShares Core S&P Small-Cap |
7 |
Closed |
$105.65 |
$0 |
0 |
0% |
-1,115,000 |
-11,824 |
0 |
Closed - End Fund - E... |
|
|
AMGN |
Amgen Inc |
39 |
Closed |
$269.98 |
$0 |
0 |
0% |
-309,000 |
-1,150 |
0 |
Biotechnology |
|
|
INTC |
Intel Corp |
69 |
Closed |
$31.88 |
$0 |
0 |
0% |
-288,000 |
-8,115 |
0 |
Semiconductor- Broad... |
|
|
ROK |
Rockwell Automation Inc |
26 |
Closed |
$280.12 |
$0 |
0 |
0% |
-1,671,000 |
-5,844 |
0 |
Conglomerates |
|
|
SLB |
Schlumberger Ltd |
57 |
Closed |
$49.20 |
$0 |
0 |
0% |
-286,000 |
-4,900 |
0 |
Oil & Gas Equipment &... |
|
|
PANW |
Palo Alto Networks Inc |
13 |
Closed |
$291.42 |
$0 |
0 |
0% |
-2,383,000 |
-10,163 |
0 |
Networking & Communic... |
|
|
PEP |
Pepsico Inc |
45 |
Closed |
$175.58 |
$0 |
0 |
0% |
-4,469,000 |
-26,374 |
0 |
Beverage Soft Drinks... |
|
|
AXP |
American Express Co |
75 |
Closed |
$235.64 |
$0 |
0 |
0% |
-1,074,000 |
-7,200 |
0 |
Credit Services |
|
|
SO |
Southern Co |
32 |
Closed |
$73.21 |
$0 |
0 |
0% |
-242,000 |
-3,740 |
0 |
Electric Utilities |
|
|
SYK |
Stryker Corp |
63 |
Closed |
$335.61 |
$0 |
0 |
0% |
-3,058,000 |
-11,192 |
0 |
Medical Instruments &... |
|
|
TMO |
Thermo Fisher Scientific |
19 |
Closed |
$573.60 |
$0 |
0 |
0% |
-5,190,000 |
-10,254 |
0 |
Medical Laboratories ... |
|
|
CVX |
Chevron Corp |
51 |
Closed |
$165.89 |
$0 |
0 |
0% |
-2,032,000 |
-12,048 |
0 |
Integrated Oil & Gas |
|
|
HPE |
Hewlett Packard Enterprise Co |
80 |
Closed |
$17.17 |
$0 |
0 |
0% |
-221,000 |
-12,750 |
0 |
N/A |
|
|
IQV |
IQVIA Holdings Inc |
6 |
Closed |
$234.88 |
$0 |
0 |
0% |
-2,268,000 |
-11,525 |
0 |
Medical Laboratories ... |
|
|
ADP |
Automatic Data Processing Inc |
38 |
Closed |
$243.07 |
$0 |
0 |
0% |
-1,513,000 |
-6,290 |
0 |
Business Software & S... |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
68 |
Closed |
$529.38 |
$0 |
0 |
0% |
-3,521,000 |
-7,711 |
0 |
Closed - End Fund - E... |
|
|
EMR |
Emerson Electric Co |
25 |
Closed |
$109.89 |
$0 |
0 |
0% |
-438,000 |
-4,534 |
0 |
Industrial Electrical... |
|
|
BP |
BP Plc (ADR) |
56 |
Closed |
$39.47 |
$0 |
0 |
0% |
-203,000 |
-5,250 |
0 |
Integrated Oil & Gas |
|
|
MMM |
3M Co |
86 |
Closed |
$91.83 |
$0 |
0 |
0% |
-782,000 |
-8,355 |
0 |
Conglomerates |
|
|
INTU |
Intuit Inc |
12 |
Closed |
$636.55 |
$0 |
0 |
0% |
-687,000 |
-1,345 |
0 |
Application Software |
|
|
DIS |
Walt Disney Co |
44 |
Closed |
$112.73 |
$0 |
0 |
0% |
-1,300,000 |
-16,045 |
0 |
Entertainment - Diver... |
|
|
TRV |
Travelers Companies Inc |
74 |
Closed |
$213.45 |
$0 |
0 |
0% |
-1,527,000 |
-9,352 |
0 |
Property & Casualty I... |
|
|
VMW |
VMware, Inc. |
31 |
Closed |
$142.48 |
$0 |
0 |
0% |
-3,114,000 |
-18,705 |
0 |
Technical & System So... |
|
|
JNJ |
Johnson & Johnson |
62 |
Closed |
$146.14 |
$0 |
0 |
0% |
-4,864,000 |
-31,230 |
0 |
Drug Manufacturers - ... |
|
|
ITW |
Illinois Tool Works Inc |
18 |
Closed |
$248.28 |
$0 |
0 |
0% |
-1,008,000 |
-4,375 |
0 |
Diversified Machinery |
|
|
AEP |
American Electric Power Co Inc |
50 |
Closed |
$85.26 |
$0 |
0 |
0% |
-397,000 |
-5,280 |
0 |
Electric Utilities |
|
|
GOOGL |
Alphabet Inc |
79 |
Closed |
$171.95 |
$0 |
0 |
0% |
-3,518,000 |
-26,884 |
0 |
Search Engines & Info... |
|
|
BAX |
Baxter International Inc |
37 |
Closed |
$40.93 |
$0 |
0 |
0% |
-226,000 |
-6,000 |
0 |
Medical Instruments &... |
|
|
NVS |
Novartis AG (ADR) |
24 |
Closed |
$97.44 |
$0 |
0 |
0% |
-2,527,000 |
-24,811 |
0 |
Drug Manufacturers - ... |
|
|
BAC |
Bank of America Corp |
55 |
Closed |
$37.83 |
$0 |
0 |
0% |
-1,265,000 |
-46,210 |
0 |
Domestic Money Center... |
|
|
HPQ |
HP Inc |
85 |
Closed |
$28.00 |
$0 |
0 |
0% |
-328,000 |
-12,750 |
0 |
Diversified Computer ... |
|
|
PAYX |
Paychex Inc |
11 |
Closed |
$119.97 |
$0 |
0 |
0% |
-453,000 |
-3,930 |
0 |
Staffing & Outsourcin... |
|
|
ROP |
Roper Industries Inc |
43 |
Closed |
$526.78 |
$0 |
0 |
0% |
-1,871,000 |
-3,863 |
0 |
Diversified Machinery |
|
|
UL |
Unilever Plc (ADR) |
73 |
Closed |
$51.24 |
$0 |
0 |
0% |
-325,000 |
-6,585 |
0 |
Food - Major Diversified |
|
|
WM |
Waste Management Inc |
30 |
Closed |
$210.10 |
$0 |
0 |
0% |
-1,996,000 |
-13,096 |
0 |
Waste Management |
|
|
CP |
Canadian Pacific Railway Li... |
61 |
Closed |
$81.68 |
$0 |
0 |
0% |
-260,000 |
-3,500 |
0 |
Railroads |
|
|
ABBV |
Abbvie Inc. |
17 |
Closed |
$159.62 |
$0 |
0 |
0% |
-971,000 |
-6,515 |
0 |
Drug Manufacturers - ... |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
49 |
Closed |
$77.96 |
$0 |
0 |
0% |
-563,000 |
-8,166 |
0 |
Closed - End Fund - E... |
|
|
GPC |
Genuine Parts Co |
5 |
Closed |
$159.93 |
$0 |
0 |
0% |
-427,000 |
-2,960 |
0 |
Auto Parts Wholesale |
|
|
ICE |
Intercontinental Exchange Inc |
36 |
Closed |
$131.70 |
$0 |
0 |
0% |
-2,092,000 |
-19,019 |
0 |
Business Services |
|
|
MA |
MasterCard Inc A |
67 |
Closed |
$462.42 |
$0 |
0 |
0% |
-2,985,000 |
-7,540 |
0 |
Business Services |
|
|
IWM |
iShares Tr Russell 2000 Indx |
23 |
Closed |
$198.36 |
$0 |
0 |
0% |
-360,000 |
-2,039 |
0 |
Closed - End Fund - E... |
|
|
AMT |
American Tower Corp |
84 |
Closed |
$171.69 |
$0 |
0 |
0% |
-1,291,000 |
-7,848 |
0 |
Integrated Telecommun... |
|
