Douglass Winthrop Advisors
Latest statistics and disclosures from Douglass Winthrop Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, MSFT, GOOG, AMZN, MA, and represent 24.93% of Douglass Winthrop Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$5.1M), BAM, AMZN, DE, TPL, SNPS, AVGO, NSRGY, CET, BUD.
- Started 18 new stock positions in VO, Blackrock, BABA, IJR, BN, PPG, BHP, EFV, IAU, CET. MSI, BRO, GEV, IBIT, STT, QXO, FLEX, SOLV.
- Reduced shares in these 10 stocks: GOOG (-$7.2M), BRK.B, NFLX, COST, TT, MSFT, SPGI, ZTS, AAPL, GOOGL.
- Sold out of its positions in BLK, CVS, IVV, NVO, NSRGF.
- Douglass Winthrop Advisors was a net buyer of stock by $18M.
- Douglass Winthrop Advisors has $5.2B in assets under management (AUM), dropping by 7.08%.
- Central Index Key (CIK): 0001308527
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Portfolio Holdings for Douglass Winthrop Advisors
Douglass Winthrop Advisors holds 290 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 7.7 | $405M | 880k | 460.26 |
|
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| Microsoft Corporation (MSFT) | 5.1 | $267M | 620k | 430.30 |
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| Alphabet Inc Class C cs (GOOG) | 4.7 | $248M | -2% | 1.5M | 167.19 |
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| Amazon (AMZN) | 3.7 | $196M | +2% | 1.1M | 186.33 |
|
| MasterCard Incorporated (MA) | 3.7 | $192M | 389k | 493.80 |
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| Costco Wholesale Corporation (COST) | 3.5 | $185M | 208k | 886.52 |
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| Apple (AAPL) | 3.4 | $176M | 755k | 233.00 |
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| Netflix (NFLX) | 3.3 | $175M | 247k | 709.27 |
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| Uber Technologies (UBER) | 3.0 | $157M | 2.1M | 75.16 |
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|
| Sherwin-Williams Company (SHW) | 2.8 | $148M | 388k | 381.67 |
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| TransDigm Group Incorporated (TDG) | 2.8 | $145M | 102k | 1427.13 |
|
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| Markel Corporation (MKL) | 2.7 | $142M | 91k | 1568.58 |
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| UnitedHealth (UNH) | 2.5 | $133M | 227k | 584.68 |
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| S&p Global (SPGI) | 2.5 | $131M | 254k | 516.62 |
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| Aon (AON) | 2.5 | $129M | 372k | 345.99 |
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| Brookfield Asset Management (BAM) | 2.4 | $126M | +3% | 2.7M | 47.29 |
|
| Canadian Natl Ry (CNI) | 2.3 | $119M | 1.0M | 117.15 |
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| Fastenal Company (FAST) | 2.2 | $116M | 1.6M | 71.42 |
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| Deere & Company (DE) | 2.2 | $114M | +2% | 273k | 417.33 |
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| Roper Industries (ROP) | 2.2 | $114M | 205k | 556.44 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 2.0 | $104M | +2% | 1.0M | 100.72 |
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| Martin Marietta Materials (MLM) | 2.0 | $104M | +2% | 194k | 538.25 |
|
| Iqvia Holdings (IQV) | 2.0 | $104M | 438k | 236.97 |
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| Becton, Dickinson and (BDX) | 1.9 | $99M | 410k | 241.10 |
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| Zoetis Inc Cl A (ZTS) | 1.8 | $94M | -2% | 479k | 195.38 |
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| Accenture (ACN) | 1.8 | $93M | 262k | 353.48 |
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| Tractor Supply Company (TSCO) | 1.8 | $93M | 319k | 290.93 |
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| Texas Pacific Land Corp (TPL) | 1.7 | $88M | +3% | 99k | 884.74 |
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| Anheuser-Busch InBev NV (BUD) | 1.6 | $85M | +2% | 1.3M | 66.29 |
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| Monster Beverage Corp (MNST) | 1.6 | $83M | 1.6M | 52.17 |
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| Compagnie Fin Richemontag S (CFRUY) | 1.5 | $81M | +2% | 5.1M | 15.86 |
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| Berkshire Hathaway (BRK.A) | 1.3 | $66M | 95.00 | 691180.00 |
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| Alphabet Inc Class A cs (GOOGL) | 1.1 | $59M | -2% | 357k | 165.85 |
|
| American Express Company (AXP) | 0.7 | $38M | 139k | 271.20 |
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| Merck & Co (MRK) | 0.7 | $37M | -2% | 329k | 113.56 |
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| Danaher Corporation (DHR) | 0.4 | $21M | +3% | 76k | 278.02 |
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| Johnson & Johnson (JNJ) | 0.3 | $17M | +4% | 107k | 162.06 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $16M | +4% | 25k | 618.57 |
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| Dover Corporation (DOV) | 0.3 | $16M | -3% | 82k | 191.74 |
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| NVIDIA Corporation (NVDA) | 0.3 | $15M | +50% | 124k | 121.44 |
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| Procter & Gamble Company (PG) | 0.3 | $14M | +3% | 83k | 173.20 |
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| Taiwan Semiconductor Mfg (TSM) | 0.3 | $14M | -10% | 79k | 173.67 |
|
| Visa (V) | 0.2 | $13M | -10% | 47k | 274.95 |
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| Nextera Energy (NEE) | 0.2 | $12M | -12% | 136k | 84.53 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $11M | +8% | 54k | 210.86 |
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| Brown-Forman Corporation (BF.B) | 0.2 | $11M | 225k | 49.20 |
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| 1/100 Berkshire Htwy Cla 100 | 0.2 | $11M | 1.6k | 6911.80 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $10M | +2% | 87k | 117.22 |
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| Trane Technologies (TT) | 0.2 | $10M | -23% | 26k | 388.73 |
|
| Schneider Elect Sa-unsp (SBGSY) | 0.2 | $9.8M | 186k | 52.72 |
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| Waste Management (WM) | 0.2 | $9.2M | 44k | 207.60 |
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| Home Depot (HD) | 0.2 | $9.0M | 22k | 405.20 |
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| Intuit (INTU) | 0.2 | $8.5M | 14k | 621.00 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $8.5M | 30k | 281.37 |
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| Abbvie (ABBV) | 0.2 | $8.4M | +3% | 43k | 197.48 |
|
| Asml Holding (ASML) | 0.2 | $8.4M | -5% | 10k | 833.25 |
|
| Moody's Corporation (MCO) | 0.2 | $8.2M | -11% | 17k | 474.60 |
|
| Pepsi (PEP) | 0.2 | $8.0M | -2% | 47k | 170.05 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $7.9M | 8.9k | 885.94 |
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| Siemens (SIEGY) | 0.1 | $7.8M | 78k | 101.05 |
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| MercadoLibre (MELI) | 0.1 | $7.8M | 3.8k | 2051.96 |
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| United Rentals (URI) | 0.1 | $7.8M | 9.6k | 809.73 |
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| L'Oreal (LRLCY) | 0.1 | $7.7M | +9% | 86k | 89.74 |
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| TJX Companies (TJX) | 0.1 | $7.7M | -2% | 65k | 117.54 |
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| Coupang (CPNG) | 0.1 | $7.1M | 289k | 24.55 |
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| Airbus Group Nv - Unsp (EADSY) | 0.1 | $7.0M | +24% | 191k | 36.61 |
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| Automatic Data Processing (ADP) | 0.1 | $6.8M | 25k | 276.73 |
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| Coca-Cola Company (KO) | 0.1 | $6.4M | +5% | 89k | 71.86 |
|
| Willscot Mobile Mini Holdin Cl A Ord (WSC) | 0.1 | $6.2M | +32% | 165k | 37.60 |
|
| Carrier Global Corporation (CARR) | 0.1 | $6.2M | 77k | 80.49 |
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| Forge Global Holdings (FRGE) | 0.1 | $6.0M | -8% | 4.6M | 1.31 |
|
| Ball Corporation (BALL) | 0.1 | $5.8M | 86k | 67.91 |
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| Wal-Mart Stores (WMT) | 0.1 | $5.3M | 65k | 80.75 |
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| Synopsys (SNPS) | 0.1 | $5.3M | +118% | 10k | 506.39 |
|
| Nike (NKE) | 0.1 | $5.2M | -6% | 59k | 88.40 |
|
| Abbott Laboratories (ABT) | 0.1 | $4.9M | +3% | 43k | 114.01 |
|
| McDonald's Corporation (MCD) | 0.1 | $4.8M | +2% | 16k | 304.51 |
|
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $4.7M | 8.9k | 527.64 |
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| Norfolk Southern (NSC) | 0.1 | $4.7M | 19k | 248.50 |
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| Amgen (AMGN) | 0.1 | $4.6M | 14k | 322.21 |
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| Chevron Corporation (CVX) | 0.1 | $4.0M | +4% | 27k | 147.27 |
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| International Business Machines (IBM) | 0.1 | $3.9M | 18k | 221.08 |
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| Tesla Motors (TSLA) | 0.1 | $3.9M | 15k | 261.63 |
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| Union Pacific Corporation (UNP) | 0.1 | $3.6M | -3% | 15k | 246.48 |
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| Caterpillar (CAT) | 0.1 | $3.5M | 8.9k | 391.12 |
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| Cigna Corp (CI) | 0.1 | $3.4M | +5% | 9.9k | 346.44 |
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| Verisk Analytics (VRSK) | 0.1 | $3.4M | +20% | 13k | 267.96 |
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| Allegion Plc equity (ALLE) | 0.1 | $3.2M | 22k | 145.74 |
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| Core & Main (CNM) | 0.1 | $3.1M | +23% | 70k | 44.40 |
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| Philip Morris International (PM) | 0.1 | $3.0M | +15% | 25k | 121.40 |
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| Spdr S&p 500 Etf (SPY) | 0.1 | $3.0M | +7% | 5.2k | 573.76 |
|
| Broadcom (AVGO) | 0.1 | $3.0M | +958% | 17k | 172.50 |
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| Facebook Inc cl a (META) | 0.1 | $3.0M | 5.2k | 572.44 |
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| salesforce (CRM) | 0.1 | $2.9M | -4% | 11k | 273.71 |
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| Starbucks Corporation (SBUX) | 0.1 | $2.8M | -7% | 29k | 97.49 |
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| Linde (LIN) | 0.1 | $2.6M | 5.5k | 476.86 |
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| Goldman Sachs (GS) | 0.0 | $2.6M | +4% | 5.3k | 495.11 |
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| Central Securities (CET) | 0.0 | $2.5M | NEW | 54k | 45.84 |
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| Chubb (CB) | 0.0 | $2.5M | 8.6k | 288.39 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $2.3M | 32k | 71.86 |
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| Vanguard Information Technology ETF (VGT) | 0.0 | $2.3M | 3.9k | 586.52 |
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| Walt Disney Company (DIS) | 0.0 | $2.2M | +5% | 23k | 96.19 |
|
| 3M Company (MMM) | 0.0 | $2.1M | +3% | 16k | 136.70 |
|
| Lowe's Companies (LOW) | 0.0 | $2.0M | +27% | 7.5k | 270.85 |
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| Mettler-Toledo International (MTD) | 0.0 | $1.9M | 1.3k | 1499.70 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.9M | 37k | 51.74 |
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| Comcast Corporation (CMCSA) | 0.0 | $1.9M | 44k | 41.77 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.8M | +5% | 12k | 153.13 |
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| United Parcel Service (UPS) | 0.0 | $1.8M | 13k | 136.34 |
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| AmerisourceBergen (COR) | 0.0 | $1.8M | 7.9k | 225.08 |
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| Honeywell International (HON) | 0.0 | $1.7M | 8.3k | 206.71 |
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| Servicenow (NOW) | 0.0 | $1.7M | 1.9k | 894.39 |
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| Joint (JYNT) | 0.0 | $1.7M | +4% | 146k | 11.44 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $1.6M | 3.0k | 528.07 |
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| Shopify Inc cl a (SHOP) | 0.0 | $1.6M | +3% | 20k | 80.14 |
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| Ametek (AME) | 0.0 | $1.6M | 9.1k | 171.71 |
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| Square Inc cl a (SQ) | 0.0 | $1.5M | +4% | 22k | 67.13 |
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| Paychex (PAYX) | 0.0 | $1.4M | 11k | 134.19 |
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| Pfizer (PFE) | 0.0 | $1.4M | +16% | 48k | 28.94 |
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| BNP Paribas SA (BNPQY) | 0.0 | $1.4M | 41k | 34.33 |
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| BP (BP) | 0.0 | $1.4M | +4% | 44k | 31.39 |
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| Corning Incorporated (GLW) | 0.0 | $1.4M | 30k | 45.15 |
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| Vistra Energy (VST) | 0.0 | $1.3M | 11k | 118.54 |
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| Travelers Companies (TRV) | 0.0 | $1.3M | 5.5k | 234.12 |
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| AES Corporation (AES) | 0.0 | $1.3M | 64k | 20.06 |
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| Intuitive Surgical (ISRG) | 0.0 | $1.3M | 2.6k | 491.27 |
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| Verizon Communications (VZ) | 0.0 | $1.2M | +11% | 28k | 44.91 |
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| American Tower Reit (AMT) | 0.0 | $1.2M | -4% | 5.2k | 232.56 |
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| CSX Corporation (CSX) | 0.0 | $1.2M | +72% | 34k | 34.53 |
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| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $1.2M | 9.2k | 128.20 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $1.2M | +34% | 2.3k | 517.78 |
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| Valero Energy Corporation (VLO) | 0.0 | $1.1M | 8.4k | 135.03 |
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| Oracle Corporation (ORCL) | 0.0 | $1.1M | 6.5k | 170.40 |
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| T. Rowe Price (TROW) | 0.0 | $1.1M | 10k | 108.93 |
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| Northern Trust Corporation (NTRS) | 0.0 | $1.1M | 12k | 90.03 |
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| Cisco Systems (CSCO) | 0.0 | $1.1M | +19% | 20k | 53.22 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $1.0M | +4% | 1.8k | 584.56 |
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| Ecolab (ECL) | 0.0 | $1.0M | 4.1k | 255.33 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $1.0M | -17% | 5.0k | 206.57 |
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| Woodward Governor Company (WWD) | 0.0 | $1.0M | 6.0k | 171.51 |
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| Golub Capital BDC (GBDC) | 0.0 | $997k | 66k | 15.11 |
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| SPDR Gold Trust (GLD) | 0.0 | $987k | 4.1k | 243.06 |
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| Centene Corporation (CNC) | 0.0 | $958k | -4% | 13k | 75.28 |
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| Paypal Holdings (PYPL) | 0.0 | $942k | +2% | 12k | 78.03 |
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| Illinois Tool Works (ITW) | 0.0 | $941k | +87% | 3.6k | 262.07 |
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| General Electric (GE) | 0.0 | $941k | +50% | 5.0k | 188.58 |
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| Stryker Corporation (SYK) | 0.0 | $931k | -7% | 2.6k | 361.26 |
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| iShares Gold Trust (IAU) | 0.0 | $928k | NEW | 19k | 49.70 |
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| Wells Fargo & Company (WFC) | 0.0 | $926k | +3% | 16k | 56.49 |
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| Ameriprise Financial (AMP) | 0.0 | $922k | -2% | 2.0k | 469.81 |
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| Oneok (OKE) | 0.0 | $911k | 10k | 91.13 |
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| Mondelez Int (MDLZ) | 0.0 | $905k | +11% | 12k | 73.67 |
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| Carlisle Companies (CSL) | 0.0 | $900k | 2.0k | 449.75 |
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| Brown-Forman Corporation (BF.A) | 0.0 | $897k | -5% | 19k | 48.08 |
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| Blackrock | 0.0 | $887k | NEW | 934.00 | 949.51 |
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| Jd (JD) | 0.0 | $849k | +4% | 21k | 40.00 |
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| Diageo (DEO) | 0.0 | $841k | -2% | 6.0k | 140.34 |
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| Eaton (ETN) | 0.0 | $839k | +21% | 2.5k | 331.44 |
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| McCormick & Company, Incorporated (MKC) | 0.0 | $827k | -18% | 10k | 82.30 |
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| Rollins (ROL) | 0.0 | $825k | 16k | 50.58 |
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| Intercontinental Exchange (ICE) | 0.0 | $820k | 5.1k | 160.64 |
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| Truist Financial Corp equities (TFC) | 0.0 | $812k | +5% | 19k | 42.77 |
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| IDEXX Laboratories (IDXX) | 0.0 | $808k | 1.6k | 505.22 |
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| Novartis (NVS) | 0.0 | $806k | 7.0k | 115.02 |
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| Air Products & Chemicals (APD) | 0.0 | $795k | +11% | 2.7k | 297.74 |
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| Anthem (ELV) | 0.0 | $786k | 1.5k | 520.00 |
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| Arista Networks (ANET) | 0.0 | $779k | 2.0k | 383.82 |
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| Cdw (CDW) | 0.0 | $773k | 3.4k | 226.30 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $761k | +4% | 6.3k | 121.16 |
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| Altria (MO) | 0.0 | $755k | 15k | 51.04 |
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| AeroVironment (AVAV) | 0.0 | $737k | 3.7k | 200.50 |
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| Compass (COMP) | 0.0 | $736k | +10% | 120k | 6.11 |
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| Graham Hldgs (GHC) | 0.0 | $735k | 895.00 | 821.72 |
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| Applied Materials (AMAT) | 0.0 | $735k | 3.6k | 202.05 |
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| Colgate-Palmolive Company (CL) | 0.0 | $729k | 7.0k | 103.81 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $720k | 3.0k | 240.01 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $717k | 12k | 59.74 |
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| Constellation Brands (STZ) | 0.0 | $712k | 2.8k | 257.69 |
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| Veralto Corp (VLTO) | 0.0 | $710k | -32% | 6.3k | 111.86 |
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| iShares Russell 2000 Index (IWM) | 0.0 | $706k | 3.2k | 220.89 |
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| Target Corporation (TGT) | 0.0 | $676k | 4.3k | 155.86 |
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| UMB Financial Corporation (UMBF) | 0.0 | $675k | 6.4k | 105.11 |
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| iShares Russell 1000 Index (IWB) | 0.0 | $670k | +4% | 2.1k | 314.39 |
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| McKesson Corporation (MCK) | 0.0 | $645k | -7% | 1.3k | 494.42 |
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| Extra Space Storage (EXR) | 0.0 | $640k | 3.6k | 180.19 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $633k | 7.6k | 83.63 |
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| Dupont De Nemours (DD) | 0.0 | $596k | +6% | 6.7k | 89.11 |
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| Gilead Sciences (GILD) | 0.0 | $591k | 7.1k | 83.84 |
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| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $588k | 8.7k | 67.70 |
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| Allstate Corporation (ALL) | 0.0 | $578k | 3.1k | 189.65 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $578k | 4.1k | 142.28 |
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| Morgan Stanley (MS) | 0.0 | $574k | -2% | 5.5k | 104.24 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $570k | 1.0k | 569.66 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $567k | 3.7k | 155.25 |
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| Republic Services (RSG) | 0.0 | $558k | 2.8k | 200.84 |
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| Marriott International (MAR) | 0.0 | $553k | 2.2k | 248.60 |
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| PPG Industries (PPG) | 0.0 | $549k | NEW | 4.1k | 132.46 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $546k | 7.0k | 78.05 |
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| Unilever (UL) | 0.0 | $545k | 8.4k | 64.96 |
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| Hershey Company (HSY) | 0.0 | $521k | 2.7k | 191.78 |
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| O'reilly Automotive (ORLY) | 0.0 | $518k | 450.00 | 1151.60 |
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| Delta Air Lines (DAL) | 0.0 | $480k | 9.5k | 50.79 |
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| Webster Financial Corporation (WBS) | 0.0 | $480k | 10k | 46.61 |
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| Trade Desk (TTD) | 0.0 | $477k | 4.3k | 109.65 |
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| Yum! Brands (YUM) | 0.0 | $475k | 3.4k | 139.71 |
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| Genesis Energy (GEL) | 0.0 | $468k | 35k | 13.37 |
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| Intel Corporation (INTC) | 0.0 | $461k | +5% | 20k | 23.46 |
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| Quanta Services (PWR) | 0.0 | $452k | 1.5k | 298.15 |
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| Church & Dwight (CHD) | 0.0 | $450k | 4.3k | 104.72 |
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| Vanguard Small-Cap ETF (VB) | 0.0 | $447k | 1.9k | 237.21 |
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| FactSet Research Systems (FDS) | 0.0 | $447k | 971.00 | 459.85 |
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| SYSCO Corporation (SYY) | 0.0 | $432k | -3% | 5.5k | 78.06 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $427k | -2% | 918.00 | 465.08 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $425k | 9.0k | 47.20 |
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| Total (TTE) | 0.0 | $419k | 6.5k | 64.62 |
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| Jbg Smith Properties (JBGS) | 0.0 | $416k | 24k | 17.48 |
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| Enterprise Products Partners (EPD) | 0.0 | $412k | 14k | 29.11 |
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| Labcorp Holdings (LH) | 0.0 | $400k | 1.8k | 223.48 |
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|
| Marsh & McLennan Companies (MMC) | 0.0 | $381k | -2% | 1.7k | 223.09 |
|
| W.W. Grainger (GWW) | 0.0 | $377k | 363.00 | 1038.81 |
|
|
| Cummins (CMI) | 0.0 | $372k | 1.2k | 323.79 |
|
|
| Vanguard Mid-Cap ETF (VO) | 0.0 | $370k | NEW | 1.4k | 263.83 |
|
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $365k | NEW | 3.1k | 116.96 |
|
| Qualcomm (QCOM) | 0.0 | $364k | 2.1k | 170.05 |
|
|
| Technology SPDR (XLK) | 0.0 | $363k | -6% | 1.6k | 225.76 |
|
| Advanced Micro Devices (AMD) | 0.0 | $356k | +60% | 2.2k | 164.08 |
|
| American Water Works (AWK) | 0.0 | $354k | 2.4k | 146.24 |
|
|
| Southern Company (SO) | 0.0 | $350k | -11% | 3.9k | 90.18 |
|
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $347k | +32% | 5.6k | 62.32 |
|
| General Mills (GIS) | 0.0 | $342k | -2% | 4.6k | 73.85 |
|
| Blackbaud (BLKB) | 0.0 | $339k | 4.0k | 84.68 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $334k | 1.9k | 178.12 |
|
|
| Alerian Mlp Etf etf (AMLP) | 0.0 | $333k | +16% | 7.1k | 47.13 |
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $332k | 10k | 33.23 |
|
|
| Deutsche Post (DPSTF) | 0.0 | $330k | 7.4k | 44.57 |
|
|
| Alibaba Group Holding (BABA) | 0.0 | $329k | NEW | 3.1k | 106.12 |
|
| Sony (SNEJF) | 0.0 | $329k | +400% | 17k | 19.34 |
|
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $327k | 2.6k | 125.62 |
|
|
| Dow (DOW) | 0.0 | $321k | +3% | 5.9k | 54.63 |
|
| Encompass Health Corp (EHC) | 0.0 | $319k | -8% | 3.3k | 96.64 |
|
| AutoZone (AZO) | 0.0 | $318k | 101.00 | 3150.04 |
|
|
| Nucor Corporation (NUE) | 0.0 | $318k | -25% | 2.1k | 150.34 |
|
| Ge Vernova (GEV) | 0.0 | $317k | NEW | 1.2k | 254.98 |
|
| Qxo (QXO) | 0.0 | $315k | NEW | 20k | 15.77 |
|
| Progressive Corporation (PGR) | 0.0 | $310k | 1.2k | 253.76 |
|
|
| ICICI Bank (IBN) | 0.0 | $307k | 10k | 29.85 |
|
|
| Cable One (CABO) | 0.0 | $306k | 875.00 | 349.79 |
|
|
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $299k | NEW | 5.2k | 57.53 |
|
| Gra (GGG) | 0.0 | $299k | 3.4k | 87.51 |
|
|
| Corteva (CTVA) | 0.0 | $297k | 5.0k | 58.79 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $297k | +300% | 1.4k | 205.88 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $294k | -3% | 5.1k | 57.62 |
|
| Equifax (EFX) | 0.0 | $294k | 1.0k | 293.86 |
|
|
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $283k | 1.9k | 145.60 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $282k | +19% | 7.1k | 39.68 |
|
| Ferguson (FERG) | 0.0 | $282k | 1.4k | 198.57 |
|
|
| Criteo Sa Ads (CRTO) | 0.0 | $282k | 7.0k | 40.24 |
|
|
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $275k | 6.0k | 45.86 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $272k | 13k | 20.94 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $269k | 1.8k | 148.48 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $266k | 4.1k | 64.81 |
|
|
| Kkr & Co (KKR) | 0.0 | $261k | 2.0k | 130.58 |
|
|
| Mplx (MPLX) | 0.0 | $258k | 5.8k | 44.46 |
|
|
| Xylem (XYL) | 0.0 | $254k | 1.9k | 135.03 |
|
|
| Heineken Nv (HEINY) | 0.0 | $252k | -19% | 5.7k | 44.52 |
|
| Solventum Corp (SOLV) | 0.0 | $250k | NEW | 3.6k | 69.72 |
|
| Energy Transfer Equity (ET) | 0.0 | $246k | 15k | 16.05 |
|
|
| Kinder Morgan (KMI) | 0.0 | $243k | 11k | 22.09 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $240k | -11% | 795.00 | 302.20 |
|
| CarMax (KMX) | 0.0 | $238k | 3.1k | 77.38 |
|
|
| Amphenol Corporation (APH) | 0.0 | $237k | 3.6k | 65.16 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $229k | NEW | 4.3k | 53.18 |
|
| Beaver Coal (BVERS) | 0.0 | $227k | 80.00 | 2836.00 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $225k | 214.00 | 1051.24 |
|
|
| Boeing Company (BA) | 0.0 | $224k | 1.5k | 152.04 |
|
|
| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $224k | NEW | 6.7k | 33.43 |
|
| Vanguard Growth ETF (VUG) | 0.0 | $222k | 579.00 | 383.93 |
|
|
| Compagnie Financiere Richemont (CFRHF) | 0.0 | $220k | 1.4k | 158.62 |
|
|
| Brown & Brown (BRO) | 0.0 | $218k | NEW | 2.1k | 103.60 |
|
| BHP Billiton (BHP) | 0.0 | $217k | NEW | 3.5k | 62.11 |
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $215k | 440.00 | 488.07 |
|
|
| Motorola Solutions (MSI) | 0.0 | $209k | NEW | 464.00 | 449.63 |
|
| Micron Technology (MU) | 0.0 | $207k | -3% | 2.0k | 103.71 |
|
| State Street Corporation (STT) | 0.0 | $204k | NEW | 2.3k | 88.47 |
|
| Ishares Bitcoin Tr (IBIT) | 0.0 | $201k | NEW | 5.6k | 36.13 |
|
| Algonquin Power & Utilities equs (AQN) | 0.0 | $65k | 12k | 5.45 |
|
|
| TETRA Technologies (TTI) | 0.0 | $47k | 15k | 3.10 |
|
|
| Ballard Pwr Sys (BLDP) | 0.0 | $20k | 11k | 1.80 |
|
|
| Myecheck | 0.0 | $0 | 18k | 0.00 |
|
|
| Intl Briquette Hld Ordf | 0.0 | $0 | 20k | 0.00 |
|
Past Filings by Douglass Winthrop Advisors
SEC 13F filings are viewable for Douglass Winthrop Advisors going back to 2011
- Douglass Winthrop Advisors 2024 Q3 filed Nov. 12, 2024
- Douglass Winthrop Advisors 2024 Q2 filed Aug. 7, 2024
- Douglass Winthrop Advisors 2024 Q1 filed May 13, 2024
- Douglass Winthrop Advisors 2023 Q4 filed Feb. 12, 2024
- Douglass Winthrop Advisors 2023 Q3 filed Nov. 13, 2023
- Douglass Winthrop Advisors 2023 Q2 filed Aug. 14, 2023
- Douglass Winthrop Advisors 2023 Q1 filed May 15, 2023
- Douglass Winthrop Advisors 2022 Q4 filed Feb. 13, 2023
- Douglass Winthrop Advisors 2022 Q3 filed Nov. 15, 2022
- Douglass Winthrop Advisors 2022 Q2 filed Aug. 11, 2022
- Douglass Winthrop Advisors 2022 Q1 filed May 16, 2022
- Douglass Winthrop Advisors 2021 Q4 filed Feb. 14, 2022
- Douglass Winthrop Advisors 2021 Q3 filed Nov. 10, 2021
- Douglass Winthrop Advisors 2021 Q2 filed Aug. 2, 2021
- Douglass Winthrop Advisors 2021 Q1 filed May 13, 2021
- Douglass Winthrop Advisors 2020 Q4 filed Jan. 27, 2021