Girard Partners
Latest statistics and disclosures from Girard Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, VXUS, AAPL, MSFT, SPAB, and represent 29.12% of Girard Partners's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$6.4M), NVDA (+$6.1M), SPLG, EXLS, IT, VXUS, SPTL, ACN, SPAB, TJX.
- Started 6 new stock positions in TXN, IRM, GS, EXLS, BKNG, IT.
- Reduced shares in these 10 stocks: MKSI, LOW, TMO, VRSK, SWKS, AAPL, AMZN, GOOGL, AMAT, IWR.
- Sold out of its positions in CVS, HOG, IWM, LOW, PPG, PSEC, MDY, SYY, TSM.
- Girard Partners was a net seller of stock by $-14M.
- Girard Partners has $1.1B in assets under management (AUM), dropping by -0.51%.
- Central Index Key (CIK): 0001000490
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Portfolio Holdings for Girard Partners
Girard Partners holds 259 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Portfolio Sp 500 Etf Etf (SPLG) | 7.4 | $78M | +2% | 1.2M | 64.00 |
|
| Vanguard Total International Stock Etf Etf (VXUS) | 7.0 | $74M | 1.2M | 60.30 |
|
|
| Apple Stock (AAPL) | 6.6 | $70M | -2% | 333k | 210.62 |
|
| Microsoft Corp Stock (MSFT) | 4.2 | $44M | 98k | 446.95 |
|
|
| Spdr Portfolio Aggregate Bond Etf Etf (SPAB) | 3.9 | $41M | 1.6M | 25.09 |
|
|
| Amazon Stock (AMZN) | 2.7 | $28M | -4% | 145k | 193.25 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 2.6 | $28M | -4% | 152k | 182.15 |
|
| Meta Platforms Inc Cl A Stock (META) | 2.1 | $23M | 45k | 504.22 |
|
|
| Spdr Portfolio Long Term Treasury Etf Etf (SPTL) | 2.1 | $22M | +5% | 799k | 27.22 |
|
| Ishares Core Total Usd Bond Market Etf Etf (IUSB) | 2.0 | $21M | 463k | 45.22 |
|
|
| Energy Select Sector Spdr Fund Etf (XLE) | 2.0 | $21M | -3% | 227k | 91.15 |
|
| Blackrock Stock (BLK) | 1.7 | $18M | 23k | 787.34 |
|
|
| Applied Matls Stock (AMAT) | 1.6 | $17M | -6% | 73k | 235.99 |
|
| Nextera Energy Stock (NEE) | 1.6 | $17M | 241k | 70.81 |
|
|
| Visa Inc Com Cl A Stock (V) | 1.4 | $15M | 58k | 262.47 |
|
|
| Thermo Fisher Scientific Stock (TMO) | 1.4 | $15M | -12% | 28k | 553.02 |
|
| Costco Whsl Corp Stock (COST) | 1.3 | $14M | -3% | 16k | 849.99 |
|
| Unitedhealth Group Stock (UNH) | 1.2 | $13M | 25k | 509.26 |
|
|
| Broadcom Stock (AVGO) | 1.2 | $12M | +112% | 7.6k | 1605.72 |
|
| American Tower Corp Reit (AMT) | 1.1 | $12M | 62k | 194.38 |
|
|
| Regeneron Pharmaceuticals Stock (REGN) | 1.1 | $11M | 11k | 1051.08 |
|
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| Roper Technologies Stock (ROP) | 1.0 | $11M | 20k | 563.66 |
|
|
| Sp Global Stock (SPGI) | 1.0 | $10M | 23k | 446.01 |
|
|
| Ishares National Muni Bond Etf Etf (MUB) | 1.0 | $10M | 95k | 106.55 |
|
|
| Salesforce Stock (CRM) | 0.9 | $9.7M | 38k | 257.10 |
|
|
| Zoetis Inc Cl A Stock (ZTS) | 0.9 | $9.2M | 53k | 173.36 |
|
|
| American Express Stock (AXP) | 0.8 | $8.4M | 36k | 231.55 |
|
|
| Honeywell Intl Stock (HON) | 0.8 | $8.2M | 38k | 213.54 |
|
|
| Jpmorgan Chase Stock (JPM) | 0.7 | $7.9M | -9% | 39k | 202.26 |
|
| Sherwin Williams Stock (SHW) | 0.7 | $7.9M | -3% | 27k | 298.44 |
|
| Te Connectivity Stock (TEL) | 0.7 | $7.5M | 50k | 150.43 |
|
|
| Fedex Corp Stock (FDX) | 0.7 | $7.2M | 24k | 299.85 |
|
|
| Home Depot Stock (HD) | 0.7 | $7.2M | -8% | 21k | 344.25 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.7 | $6.9M | +15% | 23k | 303.42 |
|
| Nvidia Corporation Stock (NVDA) | 0.7 | $6.9M | +724% | 56k | 123.54 |
|
| Agilent Technologies Stock (A) | 0.6 | $6.8M | 53k | 129.63 |
|
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| Skyworks Solutions Stock (SWKS) | 0.6 | $6.6M | -21% | 62k | 106.58 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.6 | $6.3M | 97k | 65.44 |
|
|
| L3harris Technologies Stock (LHX) | 0.6 | $6.3M | 28k | 224.58 |
|
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.6 | $6.3M | -4% | 23k | 267.52 |
|
| Lauder Estee Cos Inc Cl A Stock (EL) | 0.6 | $6.3M | 59k | 106.40 |
|
|
| Tjx Cos Stock (TJX) | 0.6 | $6.3M | +8% | 57k | 110.10 |
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| Nike Inc Cl B Stock (NKE) | 0.6 | $6.2M | 83k | 75.37 |
|
|
| Spdr Portfolio Sp 600 Small Cap Etf Etf (SPSM) | 0.6 | $6.1M | +8% | 146k | 41.53 |
|
| Ssc Technologies Hldgs Stock (SSNC) | 0.6 | $5.9M | 94k | 62.67 |
|
|
| Amgen Stock (AMGN) | 0.5 | $5.7M | 18k | 312.45 |
|
|
| Charles Riv Labs Intl Stock (CRL) | 0.5 | $5.7M | 28k | 206.58 |
|
|
| Schwab Charles Corp Stock (SCHW) | 0.5 | $5.4M | +8% | 73k | 73.69 |
|
| Vanguard Value Etf Etf (VTV) | 0.5 | $5.1M | 32k | 160.41 |
|
|
| Arista Networks Stock (ANET) | 0.5 | $5.0M | 14k | 350.48 |
|
|
| Lockheed Martin Corp Stock (LMT) | 0.5 | $5.0M | +2% | 11k | 467.12 |
|
| Pool Corp Stock (POOL) | 0.5 | $4.9M | 16k | 307.34 |
|
|
| Spdr Portfolio Sp 500 Growth Etf Etf (SPYG) | 0.5 | $4.9M | 61k | 80.13 |
|
|
| Ecolab Stock (ECL) | 0.5 | $4.8M | -5% | 20k | 238.00 |
|
| Pepsico Stock (PEP) | 0.4 | $4.1M | 25k | 164.93 |
|
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| Transdigm Group Stock (TDG) | 0.4 | $3.9M | -10% | 3.1k | 1277.64 |
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| Merck Stock (MRK) | 0.4 | $3.9M | 32k | 123.80 |
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| Servicenow Stock (NOW) | 0.4 | $3.8M | 4.8k | 786.67 |
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| United Rentals Stock (URI) | 0.4 | $3.7M | 5.8k | 646.74 |
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| Intercontinental Exchange Stock (ICE) | 0.4 | $3.7M | -2% | 27k | 136.89 |
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| Adobe Stock (ADBE) | 0.4 | $3.7M | 6.7k | 555.54 |
|
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| Procter And Gamble Stock (PG) | 0.3 | $3.6M | 22k | 164.92 |
|
|
| Vanguard Taxexempt Bond Etf Etf (VTEB) | 0.3 | $3.5M | -21% | 71k | 50.11 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.3 | $3.5M | -5% | 19k | 183.42 |
|
| Intuitive Surgical Stock (ISRG) | 0.3 | $3.5M | 7.9k | 444.85 |
|
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| Johnson Johnson Stock (JNJ) | 0.3 | $3.2M | -4% | 22k | 146.16 |
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| Toronto Dominion Bk Ont Stock (TD) | 0.3 | $3.1M | 57k | 54.96 |
|
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| Walmart Stock (WMT) | 0.3 | $3.1M | -5% | 45k | 67.71 |
|
| Exxon Mobil Corp Stock (XOM) | 0.3 | $3.0M | 26k | 115.12 |
|
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| Incyte Corp Stock (INCY) | 0.3 | $3.0M | 50k | 60.62 |
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| Ulta Beauty Stock (ULTA) | 0.3 | $3.0M | 7.7k | 385.87 |
|
|
| Spdr Bloomberg High Yield Bond Etf Etf (JNK) | 0.3 | $2.9M | +2% | 31k | 94.27 |
|
| Fortinet Stock (FTNT) | 0.3 | $2.9M | +2% | 48k | 60.27 |
|
| Mcdonalds Corp Stock (MCD) | 0.3 | $2.8M | 11k | 254.85 |
|
|
| Ishares Russell Midcap Etf Etf (IWR) | 0.3 | $2.8M | -26% | 35k | 81.08 |
|
| Mks Instrs Stock (MKSI) | 0.3 | $2.7M | -63% | 21k | 130.58 |
|
| Lantheus Hldgs Stock (LNTH) | 0.3 | $2.7M | -4% | 34k | 80.29 |
|
| Abbott Labs Stock (ABT) | 0.3 | $2.7M | -5% | 26k | 103.91 |
|
| Ishares Core Sp 500 Etf Etf (IVV) | 0.2 | $2.6M | -7% | 4.7k | 547.23 |
|
| Vanguard Growth Etf Etf (VUG) | 0.2 | $2.6M | -3% | 6.9k | 374.05 |
|
| Blackstone Stock (BX) | 0.2 | $2.6M | -2% | 21k | 123.81 |
|
| Darling Ingredients Stock (DAR) | 0.2 | $2.5M | -3% | 69k | 36.75 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.2 | $2.5M | 6.1k | 406.87 |
|
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| Metlife Stock (MET) | 0.2 | $2.4M | 35k | 70.19 |
|
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| Cisco Sys Stock (CSCO) | 0.2 | $2.3M | -4% | 49k | 47.51 |
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| Synopsys Stock (SNPS) | 0.2 | $2.3M | -2% | 3.9k | 595.06 |
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| Monster Beverage Corp Stock (MNST) | 0.2 | $2.3M | -2% | 46k | 49.95 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.2 | $2.2M | -4% | 4.9k | 441.24 |
|
| Marsh Mclennan Cos Stock (MMC) | 0.2 | $2.1M | -3% | 10k | 210.73 |
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| Watsco Stock (WSO) | 0.2 | $2.1M | 4.6k | 463.27 |
|
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| Waste Mgmt Inc Del Stock (WM) | 0.2 | $2.1M | -4% | 9.8k | 213.35 |
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| Autodesk Stock (ADSK) | 0.2 | $2.0M | 8.2k | 247.45 |
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| Resmed Stock (RMD) | 0.2 | $2.0M | 11k | 191.42 |
|
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| Veeva Sys Inc Cl A Stock (VEEV) | 0.2 | $1.9M | 11k | 183.01 |
|
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| Equinix Reit (EQIX) | 0.2 | $1.9M | -9% | 2.5k | 756.89 |
|
| Spdr Portfolio Developed World Exus Etf Etf (SPDW) | 0.2 | $1.9M | +2% | 55k | 35.08 |
|
| Lamb Weston Hldgs Stock (LW) | 0.2 | $1.9M | 22k | 84.08 |
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| Chevron Corp Stock (CVX) | 0.2 | $1.8M | -2% | 12k | 156.43 |
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| Union Pac Corp Stock (UNP) | 0.2 | $1.8M | -5% | 8.0k | 226.26 |
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| Vanguard Midcap Value Etf Etf (VOE) | 0.2 | $1.8M | -3% | 12k | 150.43 |
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| Analog Devices Stock (ADI) | 0.2 | $1.8M | -30% | 7.8k | 228.26 |
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| Match Group Stock (MTCH) | 0.2 | $1.8M | -3% | 59k | 30.38 |
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| Vanguard Total International Bond Etf Etf (BNDX) | 0.2 | $1.8M | 37k | 48.67 |
|
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| Aptiv Stock (APTV) | 0.2 | $1.8M | 25k | 70.42 |
|
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| Ishares Mbs Etf Etf (MBB) | 0.2 | $1.7M | 18k | 91.81 |
|
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| Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $1.7M | -3% | 43k | 39.16 |
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| Exlservice Holdings Stock (EXLS) | 0.2 | $1.7M | NEW | 53k | 31.36 |
|
| Cme Group Stock (CME) | 0.2 | $1.7M | 8.4k | 196.61 |
|
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| Flowers Foods Stock (FLO) | 0.2 | $1.6M | 73k | 22.20 |
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| Ishares Msci Eafe Value Etf Etf (EFV) | 0.2 | $1.6M | -3% | 30k | 53.04 |
|
| Tesla Stock (TSLA) | 0.2 | $1.6M | -38% | 8.1k | 197.88 |
|
| Eli Lilly Stock (LLY) | 0.2 | $1.6M | 1.8k | 905.38 |
|
|
| Spdr Sp 400 Mid Cap Growth Etf Etf (MDYG) | 0.1 | $1.5M | +3% | 18k | 84.06 |
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| Abbvie Stock (ABBV) | 0.1 | $1.5M | -2% | 8.7k | 171.53 |
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| Dimensional Us Core Equity 2 Etf Etf (DFAC) | 0.1 | $1.4M | -9% | 45k | 32.24 |
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| Spdr Sp 500 Etf Trust Etf (SPY) | 0.1 | $1.4M | 2.6k | 544.40 |
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| Pfizer Stock (PFE) | 0.1 | $1.4M | +5% | 50k | 27.98 |
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| Cincinnati Finl Corp Stock (CINF) | 0.1 | $1.4M | 12k | 118.10 |
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| Verizon Communications Stock (VZ) | 0.1 | $1.4M | -4% | 33k | 41.24 |
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| Air Prods Chems Stock (APD) | 0.1 | $1.3M | 5.2k | 258.08 |
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| Verisk Analytics Stock (VRSK) | 0.1 | $1.3M | -58% | 5.0k | 269.59 |
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| Wec Energy Group Stock (WEC) | 0.1 | $1.3M | 16k | 78.46 |
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| Spdr Portfolio Emerging Markets Etf Etf (SPEM) | 0.1 | $1.3M | 34k | 37.67 |
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| Prologis Reit (PLD) | 0.1 | $1.3M | -5% | 11k | 112.31 |
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| Gartner Stock (IT) | 0.1 | $1.3M | NEW | 2.8k | 449.06 |
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| Spdr Sp 600 Small Cap Value Etf Etf (SLYV) | 0.1 | $1.2M | 16k | 78.31 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.1 | $1.2M | 2.00 | 612241.00 |
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| Fastenal Stock (FAST) | 0.1 | $1.2M | 19k | 62.84 |
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| D R Horton Stock (DHI) | 0.1 | $1.2M | -14% | 8.6k | 140.94 |
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| Idexx Labs Stock (IDXX) | 0.1 | $1.2M | 2.5k | 487.20 |
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| Spdr Sp 600 Small Cap Growth Etf Etf (SLYG) | 0.1 | $1.2M | +2% | 14k | 85.86 |
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| Eaton Corp Stock (ETN) | 0.1 | $1.1M | 3.5k | 313.55 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 0.1 | $1.1M | -4% | 4.8k | 226.23 |
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| Bristolmyers Squibb Stock (BMY) | 0.1 | $1.1M | -9% | 26k | 41.53 |
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| Disney Walt Stock (DIS) | 0.1 | $1.0M | -9% | 11k | 99.29 |
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| Ingredion Stock (INGR) | 0.1 | $1.0M | +11% | 9.0k | 114.70 |
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| Genuine Parts Stock (GPC) | 0.1 | $1.0M | 7.3k | 138.32 |
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| Communication Services Select Sector Spdr Fund Etf (XLC) | 0.1 | $947k | +2% | 11k | 85.67 |
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| Altria Group Stock (MO) | 0.1 | $938k | +66% | 21k | 45.55 |
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| Health Care Select Sector Spdr Fund Etf (XLV) | 0.1 | $932k | -18% | 6.4k | 145.75 |
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| Zimmer Biomet Holdings Stock (ZBH) | 0.1 | $928k | 8.6k | 108.53 |
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| Caterpillar Stock (CAT) | 0.1 | $927k | 2.8k | 333.14 |
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| Stryker Corporation Stock (SYK) | 0.1 | $914k | 2.7k | 340.27 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.1 | $882k | 1.8k | 479.14 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $875k | -9% | 4.8k | 182.54 |
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| Ishares Us Technology Etf Etf (IYW) | 0.1 | $869k | 5.8k | 150.50 |
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| Corning Stock (GLW) | 0.1 | $863k | -30% | 22k | 38.85 |
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| Ishares Msci Eafe Smallcap Etf Etf (SCZ) | 0.1 | $845k | -4% | 14k | 61.64 |
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| Entergy Corp Stock (ETR) | 0.1 | $835k | -4% | 7.8k | 107.01 |
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| Snap On Stock (SNA) | 0.1 | $826k | +10% | 3.2k | 261.39 |
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| Financial Select Sector Spdr Fund Etf (XLF) | 0.1 | $822k | -15% | 20k | 41.11 |
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| Ishares Msci Eafe Growth Etf Etf (EFG) | 0.1 | $819k | -4% | 8.0k | 102.31 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $809k | -10% | 10k | 77.86 |
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| Linde Stock (LIN) | 0.1 | $796k | 1.8k | 438.81 |
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| Spdr Portfolio Sp 400 Mid Cap Etf Etf (SPMD) | 0.1 | $796k | +7% | 16k | 51.30 |
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| Vanguard Russell 2000 Etf Etf (VTWO) | 0.1 | $791k | -40% | 9.6k | 81.97 |
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| Avery Dennison Corp Stock (AVY) | 0.1 | $741k | -2% | 3.4k | 218.71 |
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| Philip Morris Intl Stock (PM) | 0.1 | $724k | -9% | 7.1k | 101.33 |
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| Boeing Stock (BA) | 0.1 | $721k | -13% | 4.0k | 182.03 |
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| Constellation Brands Inc Cl A Stock (STZ) | 0.1 | $698k | -21% | 2.7k | 257.31 |
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| Oracle Corp Stock (ORCL) | 0.1 | $692k | 4.9k | 141.22 |
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| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.1 | $691k | -9% | 13k | 53.53 |
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| Oreilly Automotive Stock (ORLY) | 0.1 | $686k | -2% | 650.00 | 1056.06 |
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| Ishares Russell 1000 Etf Etf (IWB) | 0.1 | $669k | 2.2k | 297.54 |
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| Univest Financial Corporation Stock (UVSP) | 0.1 | $660k | +7% | 29k | 22.83 |
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| Kinder Morgan Inc Del Stock (KMI) | 0.1 | $656k | +11% | 33k | 19.87 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $642k | 3.5k | 182.59 |
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| Zebra Technologies Corporation Cl A Stock (ZBRA) | 0.1 | $630k | -5% | 2.0k | 308.93 |
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| Consumer Staples Select Sector Spdr Fund Etf (XLP) | 0.1 | $617k | +7% | 8.1k | 76.58 |
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.1 | $600k | -4% | 8.3k | 72.64 |
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| Vanguard Shortterm Treasury Etf Etf (VGSH) | 0.1 | $598k | 10k | 57.99 |
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| Bank America Corp Stock (BAC) | 0.1 | $596k | -23% | 15k | 39.77 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.1 | $591k | 10k | 57.61 |
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| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.1 | $575k | -11% | 2.2k | 262.62 |
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| Ishares Russell Midcap Growth Etf Etf (IWP) | 0.1 | $541k | 4.9k | 110.36 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $522k | -5% | 3.8k | 136.87 |
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| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.0 | $507k | -10% | 4.3k | 118.60 |
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| Rtx Corporation Stock (RTX) | 0.0 | $498k | 5.0k | 100.39 |
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| Vanguard Sp 500 Etf Etf (VOO) | 0.0 | $493k | -16% | 986.00 | 500.13 |
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| Consumer Discretionary Select Sector Spdr Fund Etf (XLY) | 0.0 | $492k | -7% | 2.7k | 182.43 |
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| Ishares Core Sp Midcap Etf Etf (IJH) | 0.0 | $490k | -6% | 8.4k | 58.52 |
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| Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) | 0.0 | $488k | -23% | 6.3k | 77.14 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.0 | $476k | 1.3k | 364.78 |
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| Vanguard Energy Etf Etf (VDE) | 0.0 | $473k | 3.7k | 127.57 |
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| Ishares Core International Aggregate Bond Etf Etf (IAGG) | 0.0 | $460k | -33% | 9.2k | 49.92 |
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| Southern Stock (SO) | 0.0 | $459k | 5.9k | 77.57 |
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| Vanguard Midcap Etf Etf (VO) | 0.0 | $459k | +6% | 1.9k | 242.19 |
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| Industrial Select Sector Spdr Fund Etf (XLI) | 0.0 | $454k | -22% | 3.7k | 121.88 |
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| Netflix Stock (NFLX) | 0.0 | $452k | 669.00 | 674.88 |
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| General Dynamics Corp Stock (GD) | 0.0 | $443k | 1.5k | 290.14 |
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| Ishares Sp 500 Growth Etf Etf (IVW) | 0.0 | $425k | -20% | 4.6k | 92.56 |
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| Paychex Stock (PAYX) | 0.0 | $419k | 3.5k | 118.57 |
|
|
| Vanguard Smallcap Etf Etf (VB) | 0.0 | $419k | +9% | 1.9k | 218.15 |
|
| Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 0.0 | $415k | -35% | 5.3k | 78.05 |
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| Ge Aerospace Stock (GE) | 0.0 | $414k | 2.6k | 158.97 |
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| Cdw Corp Stock (CDW) | 0.0 | $412k | -4% | 1.8k | 223.92 |
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| Qualcomm Stock (QCOM) | 0.0 | $408k | -4% | 2.0k | 199.18 |
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| Travelers Companies Stock (TRV) | 0.0 | $389k | 1.9k | 203.35 |
|
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| Ishares Msci Intl Quality Factor Etf Etf (IQLT) | 0.0 | $386k | -13% | 9.9k | 39.05 |
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| Vanguard Midcap Growth Etf Etf (VOT) | 0.0 | $379k | 1.7k | 229.57 |
|
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| Dimensional International Core Equity Market Etf Etf (DFAI) | 0.0 | $373k | -15% | 13k | 29.67 |
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| Duke Energy Corp Stock (DUK) | 0.0 | $372k | -13% | 3.7k | 100.23 |
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| Dimensional World Ex Us Core Equity 2 Etf Etf (DFAX) | 0.0 | $369k | -7% | 15k | 25.42 |
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| Ppl Corp Stock (PPL) | 0.0 | $363k | -36% | 13k | 27.65 |
|
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $356k | 1.5k | 241.77 |
|
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.0 | $353k | -10% | 2.1k | 170.83 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.0 | $353k | 7.1k | 49.42 |
|
|
| Csx Corp Stock (CSX) | 0.0 | $352k | 11k | 33.45 |
|
|
| Vanguard Real Estate Etf Etf (VNQ) | 0.0 | $351k | -12% | 4.2k | 83.76 |
|
| Att Stock (T) | 0.0 | $346k | 18k | 19.11 |
|
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $345k | 1.7k | 200.27 |
|
|
| Medtronic Stock (MDT) | 0.0 | $344k | -8% | 4.4k | 78.72 |
|
| Amdocs Stock (DOX) | 0.0 | $337k | -70% | 4.3k | 78.93 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.0 | $337k | 4.3k | 78.33 |
|
|
| Utilities Select Sector Spdr Fund Etf (XLU) | 0.0 | $337k | -13% | 4.9k | 68.15 |
|
| Vanguard Longterm Treasury Etf Etf (VGLT) | 0.0 | $326k | -36% | 5.7k | 57.68 |
|
| Coca Cola Stock (KO) | 0.0 | $322k | -3% | 5.1k | 63.66 |
|
| Automatic Data Processing Stock (ADP) | 0.0 | $319k | +6% | 1.3k | 238.83 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $304k | +4% | 2.0k | 155.51 |
|
| Ciena Corp Stock (CIEN) | 0.0 | $298k | -13% | 6.2k | 48.18 |
|
| Schwab Us Aggregate Bond Etf Etf (SCHZ) | 0.0 | $287k | -28% | 6.3k | 45.58 |
|
| Wells Fargo Stock (WFC) | 0.0 | $286k | 4.8k | 59.40 |
|
|
| Cardinal Health Stock (CAH) | 0.0 | $285k | +7% | 2.9k | 98.32 |
|
| Chubb Stock (CB) | 0.0 | $283k | 1.1k | 255.08 |
|
|
| Valero Energy Corp Stock (VLO) | 0.0 | $280k | -42% | 1.8k | 156.83 |
|
| Bank New York Mellon Corp Stock (BK) | 0.0 | $277k | 4.6k | 59.90 |
|
|
| Lam Research Corp Stock (LRCX) | 0.0 | $277k | 260.00 | 1064.85 |
|
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $273k | 1.7k | 162.21 |
|
|
| Elevance Health Stock (ELV) | 0.0 | $272k | -2% | 501.00 | 541.86 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.0 | $270k | +5% | 3.5k | 77.76 |
|
| Allstate Corp Stock (ALL) | 0.0 | $269k | 1.7k | 159.66 |
|
|
| Avantis Us Small Cap Value Etf Etf (AVUV) | 0.0 | $267k | 3.0k | 89.72 |
|
|
| Conocophillips Stock (COP) | 0.0 | $263k | 2.3k | 114.40 |
|
|
| Morgan Stanley Stock (MS) | 0.0 | $260k | +9% | 2.7k | 97.20 |
|
| Trane Technologies Stock (TT) | 0.0 | $260k | 789.00 | 329.14 |
|
|
| Intel Corp Stock (INTC) | 0.0 | $258k | -19% | 8.3k | 30.97 |
|
| Hershey Stock (HSY) | 0.0 | $256k | +8% | 1.4k | 183.83 |
|
| Norfolk Southn Corp Stock (NSC) | 0.0 | $256k | 1.2k | 214.69 |
|
|
| International Business Machs Stock (IBM) | 0.0 | $251k | 1.5k | 172.98 |
|
|
| Mckesson Corp Stock (MCK) | 0.0 | $237k | 405.00 | 584.04 |
|
|
| Texas Instrs Stock (TXN) | 0.0 | $232k | NEW | 1.2k | 194.66 |
|
| Fiserv Stock (FI) | 0.0 | $229k | 1.5k | 149.04 |
|
|
| Quest Diagnostics Stock (DGX) | 0.0 | $228k | -34% | 1.7k | 136.93 |
|
| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $224k | 388.00 | 576.59 |
|
|
| Danaher Corporation Stock (DHR) | 0.0 | $222k | +7% | 888.00 | 249.85 |
|
| Booking Holdings Stock (BKNG) | 0.0 | $218k | NEW | 55.00 | 3966.47 |
|
| Firstenergy Corp Stock (FE) | 0.0 | $217k | 5.7k | 38.27 |
|
|
| Colgate Palmolive Stock (CL) | 0.0 | $216k | 2.2k | 97.04 |
|
|
| Iron Mtn Inc Del Reit (IRM) | 0.0 | $214k | NEW | 2.4k | 89.62 |
|
| Intuit Stock (INTU) | 0.0 | $213k | 323.00 | 658.11 |
|
|
| Yum Brands Stock (YUM) | 0.0 | $210k | 1.6k | 132.49 |
|
|
| Rpm Intl Stock (RPM) | 0.0 | $208k | -8% | 1.9k | 107.68 |
|
| Vanguard Shortterm Bond Etf Etf (BSV) | 0.0 | $208k | -2% | 2.7k | 76.70 |
|
| Nucor Corp Stock (NUE) | 0.0 | $204k | 1.3k | 158.08 |
|
|
| Metallus Stock (MTUS) | 0.0 | $203k | 10k | 20.27 |
|
|
| Linkbancorp Stock (LNKB) | 0.0 | $203k | 33k | 6.12 |
|
|
| Grainger W W Stock (GWW) | 0.0 | $202k | 224.00 | 902.24 |
|
|
| The Cigna Group Stock (CI) | 0.0 | $201k | 609.00 | 330.57 |
|
|
| Goldman Sachs Group Stock (GS) | 0.0 | $201k | NEW | 445.00 | 452.32 |
|
Past Filings by Girard Partners
SEC 13F filings are viewable for Girard Partners going back to 2013
- Girard Partners 2024 Q2 filed Aug. 12, 2024
- Girard Partners 2024 Q1 filed May 13, 2024
- Girard Partners 2023 Q4 filed Feb. 9, 2024
- Girard Partners 2023 Q3 filed Nov. 2, 2023
- Girard Partners 2023 Q2 filed Aug. 15, 2023
- Girard Partners 2023 Q1 filed May 12, 2023
- Girard Partners 2022 Q4 filed Jan. 26, 2023
- Girard Partners 2022 Q3 filed Oct. 20, 2022
- Girard Partners 2022 Q2 filed July 26, 2022
- Girard Partners 2022 Q1 filed April 27, 2022
- Girard Partners 2021 Q4 filed Feb. 2, 2022
- Girard Partners 2021 Q3 filed Nov. 1, 2021
- Girard Partners 2021 Q3 restated filed Nov. 1, 2021
- Girard Partners 2021 Q2 filed Aug. 10, 2021
- Girard Partners 2021 Q1 filed May 6, 2021
- Girard Partners 2020 Q4 filed Feb. 2, 2021