Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: SMITHBRIDGE ASSET MANAGEMENT INC/DE
  City: CHADDS FORD
  State: PA
  Zip: 19317
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $439,169,000
  Total Value Change : $35,829,000
  Securities Held Change : -3
   
All Securities Held : 135
  New Positions : 2
  Closed Positions : 6
  Increased Positions : 14
  Unchanged Positions : 16
  Decreased Positions : 103

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 14     View All Holdings Currently Viewing:  Increased 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
   (HON)1 Year Chart         HON Honeywell International Inc 14 - $195.30 $7,353,000 35,061 1.67% 888,000 66 0.005    Conglomerates
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 25 - $76.89 $5,516,000 72,450 1.26% 548,000 2,240 0.024    N/A
   (NVS)1 Year Chart         NVS Novartis AG (ADR) 34 - $97.50 $4,672,000 46,276 1.06% -2,000 387 0.002    Drug Manufacturers - ...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 35 - $287.34 $4,631,000 15,705 1.05% 4,420,000 14,805 0.005    Networking & Communic...
   (PEP)1 Year Chart         PEP Pepsico Inc 40 - $175.15 $4,313,000 25,392 0.98% 51,000 239 0.002    Beverage Soft Drinks...
   (UL)1 Year Chart         UL Unilever Plc (ADR) 59 - $51.87 $2,767,000 57,072 0.63% 11,000 1,278 0.005    Food - Major Diversified
   (XCEM)1 Year Chart         XCEM Columbia Em Core Ex China Etf 60 - $0.00 $2,763,000 91,270 0.63% 268,000 290 0.101    N/A
   (LH)1 Year Chart         LH Laboratory Corp of America 62 - $201.32 $2,632,000 11,579 0.6% 383,000 391 0.012    Medical Laboratories ...
   (SLB)1 Year Chart         SLB Schlumberger Ltd 80 - $47.16 $1,064,000 20,440 0.24% -99,000 491 0.001    Oil & Gas Equipment &...
   (GD)1 Year Chart         GD General Dynamics Corp 82 - $286.53 $1,052,000 4,050 0.24% 179,000 100 0.001    Aerospace/Defense - M...
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 99 - $28.94 $777,000 10,193 0.18% 99,000 411 0.002    Medical Appliances & ...
   (V)1 Year Chart         V Visa Inc 111 - $267.32 $541,000 2,077 0.12% 64,000 3 0    Business Services
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP 127 - $15.48 $276,000 19,999 0.06% -1,000 246 0.001    Oil & Gas Pipelines &...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 135 - $180.49 $218,000 1,210 0.05% 218,000 1,210 0.001    Closed - End Fund - E...
      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us