Michelle L. Howell

Latest statistics and disclosures from Pioneer Trust Bank N A's latest quarterly 13F-HR filing:

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Positions held by Michelle L. Howell consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pioneer Trust Bank N A

Pioneer Trust Bank N A holds 70 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 8.0 $27M +2% 72k 376.04
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Apple (AAPL) 7.3 $25M +3% 128k 192.53
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Berkshire Hathaway (BRK.B) 5.5 $19M +2% 52k 356.66
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Valmont Industries (VMI) 4.3 $15M -3% 63k 233.51
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Accenture (ACN) 4.1 $14M +3% 39k 350.91
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UnitedHealth (UNH) 3.9 $13M +3% 25k 526.47
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Alphabet Inc Class C cs (GOOG) 3.5 $12M +2% 85k 140.93
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Pepsi (PEP) 3.1 $10M +6% 61k 169.84
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Oracle Corporation (ORCL) 3.0 $10M +3% 96k 105.43
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JPMorgan Chase & Co. (JPM) 2.8 $9.5M +3% 56k 170.10
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Illinois Tool Works (ITW) 2.7 $9.0M +4% 35k 261.94
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BlackRock (BLK) 2.6 $8.8M +4% 11k 811.80
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Nike (NKE) 2.6 $8.7M +3% 80k 108.57
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Visa (V) 2.6 $8.6M +4% 33k 260.35
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Chevron Corporation (CVX) 2.5 $8.5M +5% 57k 149.16
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Danaher Corporation (DHR) 2.4 $7.9M +4% 34k 231.34
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Procter & Gamble Company (PG) 2.1 $7.2M +5% 49k 146.54
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Lowe's Companies (LOW) 2.1 $7.0M +3% 31k 222.55
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Johnson & Johnson (JNJ) 2.1 $6.9M +4% 44k 156.74
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Amazon (AMZN) 2.0 $6.8M +2% 45k 151.94
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Honeywell International (HON) 1.9 $6.5M +5% 31k 209.71
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Abbott Laboratories (ABT) 1.9 $6.3M +4% 57k 110.07
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Spdr S&p 500 Etf (SPY) 1.9 $6.2M +5% 13k 475.31
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TJX Companies (TJX) 1.8 $6.1M +5% 66k 93.81
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Comcast Corporation (CMCSA) 1.7 $5.6M +14% 129k 43.85
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Exxon Mobil Corporation (XOM) 1.7 $5.6M +6% 56k 99.98
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Cisco Systems (CSCO) 1.6 $5.5M +3% 108k 50.52
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Walt Disney Company (DIS) 1.6 $5.4M +3% 60k 90.29
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salesforce (CRM) 1.5 $5.2M +33% 20k 263.14
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Eli Lilly & Co. (LLY) 1.5 $5.0M +25% 8.6k 582.92
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McDonald's Corporation (MCD) 1.4 $4.8M +3% 16k 296.51
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Adobe Systems Incorporated (ADBE) 1.4 $4.7M +13% 8.0k 596.60
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Nextera Energy (NEE) 1.4 $4.5M +4% 75k 60.74
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U.S. Bancorp (USB) 1.1 $3.6M -5% 84k 43.28
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Raytheon Technologies Corp (RTX) 1.0 $3.4M +6% 40k 84.14
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Alphabet Inc Class A cs (GOOGL) 0.8 $2.7M 19k 139.69
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Amgen (AMGN) 0.5 $1.7M -23% 5.9k 288.02
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iShares S&P 1500 Index Fund (ITOT) 0.5 $1.7M 16k 105.23
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Merck & Co (MRK) 0.4 $1.3M +70% 12k 109.02
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Wal-Mart Stores (WMT) 0.4 $1.3M 8.0k 157.65
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Costco Wholesale Corporation (COST) 0.3 $1.1M 1.7k 660.08
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Starbucks Corporation (SBUX) 0.3 $1.1M 11k 96.01
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iShares S&P MidCap 400 Index (IJH) 0.3 $1.0M 3.7k 277.15
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Lockheed Martin Corporation (LMT) 0.3 $870k 1.9k 453.24
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CSX Corporation (CSX) 0.2 $811k 23k 34.67
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Union Pacific Corporation (UNP) 0.2 $781k 3.2k 245.62
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Coca-Cola Company (KO) 0.2 $778k 13k 58.93
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iShares S&P SmallCap 600 Index (IJR) 0.2 $676k 6.2k 108.25
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Abbvie (ABBV) 0.2 $658k 4.2k 154.97
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Boeing Company (BA) 0.2 $652k -7% 2.5k 260.66
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iShares Russell 2000 Index (IWM) 0.2 $619k 3.1k 200.71
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Intel Corporation (INTC) 0.2 $535k -34% 11k 50.25
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American Express Company (AXP) 0.1 $487k 2.6k 187.34
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AFLAC Incorporated (AFL) 0.1 $445k 5.4k 82.50
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Linde (LIN) 0.1 $417k 1.0k 410.71
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iShares MSCI EAFE Index Fund (EFA) 0.1 $392k 5.2k 75.35
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SPDR S&P MidCap 400 ETF (MDY) 0.1 $382k 752.00 507.38
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Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $338k 6.0k 56.40
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Trane Technologies (TT) 0.1 $317k 1.3k 243.90
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Pfizer (PFE) 0.1 $298k 10k 28.79
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Wells Fargo & Company (WFC) 0.1 $290k -71% 5.9k 49.22
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Target Corporation (TGT) 0.1 $286k 2.0k 142.42
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International Business Machines (IBM) 0.1 $286k 1.7k 163.55
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iShares S&P SmallCap 600 Growth (IJT) 0.1 $275k 2.2k 125.14
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Aon (AON) 0.1 $267k 919.00 291.02
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NVIDIA Corporation (NVDA) 0.1 $267k 540.00 495.22
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Schwab U S Small Cap ETF (SCHA) 0.1 $265k 5.6k 47.24
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iShares Russell Midcap Growth Idx. (IWP) 0.1 $251k 2.4k 104.46
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Vanguard Information Technology ETF (VGT) 0.1 $242k 500.00 484.00
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Kellogg Company (K) 0.1 $235k 4.2k 55.91
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Past Filings by Pioneer Trust Bank N A

SEC 13F filings are viewable for Pioneer Trust Bank N A going back to 2011

View all past filings