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| Name: |
BEDELL INVESTMENT COUNSELLING |
| City: |
WALNUT CREEK |
| State: |
CA |
| Zip: |
94596 |
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data |
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| Holdings
Found :
6 |
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Unchanged Positions |
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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 |
|
FB |
Meta Platforms Inc |
55 |
- |
$468.24 |
$1,005,000 |
2,839 |
0.28% |
153,000 |
0 |
0 |
Internet Service Prov... |
|
|
CL |
Colgate Palmolive Co |
69 |
- |
$94.08 |
$533,000 |
6,690 |
0.15% |
57,000 |
0 |
0.001 |
Personal Products |
|
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VIG |
Vanguard Dividend Appreciat... |
73 |
- |
$178.82 |
$383,000 |
2,250 |
0.11% |
33,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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NEE |
NextEra Energy |
75 |
- |
$71.95 |
$344,000 |
5,670 |
0.09% |
19,000 |
0 |
0 |
Electric Utilities |
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APD |
Air Products & Chemicals Inc |
79 |
- |
$248.65 |
$274,000 |
1,000 |
0.08% |
-9,000 |
0 |
0 |
Diversified Chemicals |
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PEP |
Pepsico Inc |
84 |
- |
$178.02 |
$234,000 |
1,380 |
0.06% |
0 |
0 |
0 |
Beverage Soft Drinks... |
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