Girard Partners
Latest statistics and disclosures from Girard Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPLG, VXUS, SPAB, MSFT, and represent 26.26% of Girard Partners's stock portfolio.
- Added to shares of these 10 stocks: SPTL (+$15M), VTEB (+$6.5M), XLV, XLP, IUSB, HYG, XLU, XLK, A, SCHZ.
- Started 9 new stock positions in BK, WFC, ALL, QUAL, O, AMD, SPTL, XLU, XLP.
- Reduced shares in these 10 stocks: VGLT (-$14M), ABT, DIS, MSFT, DHI, NEE, XLE, AMZN, CSCO, SPAB.
- Sold out of its positions in DHR, D, FI, GS, TXN, VCSH.
- Girard Partners was a net buyer of stock by $1.5M.
- Girard Partners has $985M in assets under management (AUM), dropping by 11.18%.
- Central Index Key (CIK): 0001000490
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Girard Partners holds 246 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 | |
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Apple Stock (AAPL) | 6.7 | $66M | 343k | 192.53 |
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Spdr Portfolio Sp 500 Etf Etf (SPLG) | 6.3 | $62M | 1.1M | 55.90 |
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Vanguard Total International Stock Etf Etf (VXUS) | 5.6 | $55M | 954k | 57.96 |
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Spdr Portfolio Aggregate Bond Etf Etf (SPAB) | 3.8 | $38M | -2% | 1.5M | 25.64 |
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Microsoft Corp Stock (MSFT) | 3.8 | $38M | -3% | 100k | 376.04 |
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Amazon Stock (AMZN) | 2.3 | $23M | -4% | 151k | 151.94 |
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 2.2 | $22M | 154k | 139.69 |
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Ishares Core Total Usd Bond Market Etf Etf (IUSB) | 2.1 | $21M | +11% | 460k | 46.07 |
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Energy Select Sector Spdr Fund Etf (XLE) | 1.9 | $18M | -6% | 220k | 83.84 |
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Ishares Russell Midcap Etf Etf (IWR) | 1.9 | $18M | 237k | 77.73 |
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Blackrock Stock (BLK) | 1.9 | $18M | 23k | 811.82 |
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Visa Inc Com Cl A Stock (V) | 1.6 | $16M | -2% | 61k | 260.35 |
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Thermo Fisher Scientific Stock (TMO) | 1.5 | $15M | -4% | 28k | 530.80 |
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Meta Platforms Inc Cl A Stock (META) | 1.5 | $15M | -4% | 42k | 353.96 |
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Unitedhealth Group Stock (UNH) | 1.5 | $15M | -2% | 28k | 526.48 |
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Spdr Portfolio Long Term Treasury Etf Etf (SPTL) | 1.5 | $15M | NEW | 500k | 29.02 |
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Costco Whsl Corp Stock (COST) | 1.4 | $14M | -2% | 21k | 660.08 |
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Applied Matls Stock (AMAT) | 1.3 | $13M | -2% | 81k | 162.07 |
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Home Depot Stock (HD) | 1.3 | $13M | 37k | 346.56 |
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Jpmorgan Chase Stock (JPM) | 1.3 | $13M | 73k | 170.10 |
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American Tower Corp Reit (AMT) | 1.2 | $12M | -4% | 56k | 215.88 |
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Nextera Energy Stock (NEE) | 1.2 | $12M | -9% | 191k | 60.74 |
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Sherwin Williams Stock (SHW) | 1.1 | $11M | 34k | 311.90 |
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Roper Technologies Stock (ROP) | 1.1 | $10M | 19k | 545.19 |
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Ishares National Muni Bond Etf Etf (MUB) | 1.0 | $9.8M | -5% | 91k | 108.41 |
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Sp Global Stock (SPGI) | 1.0 | $9.7M | -4% | 22k | 440.52 |
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Zoetis Inc Cl A Stock (ZTS) | 1.0 | $9.6M | 49k | 197.37 |
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Regeneron Pharmaceuticals Stock (REGN) | 1.0 | $9.5M | +2% | 11k | 878.33 |
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Salesforce Stock (CRM) | 0.9 | $8.4M | +11% | 32k | 263.14 |
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Honeywell Intl Stock (HON) | 0.8 | $7.9M | 38k | 209.71 |
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Vanguard Taxexempt Bond Etf Etf (VTEB) | 0.8 | $7.8M | +507% | 153k | 51.05 |
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Skyworks Solutions Stock (SWKS) | 0.8 | $7.7M | -2% | 68k | 112.42 |
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Nike Inc Cl B Stock (NKE) | 0.7 | $7.4M | -3% | 68k | 108.57 |
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Accenture Plc Ireland Shs Class A Stock (ACN) | 0.7 | $6.9M | 20k | 350.92 |
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American Express Stock (AXP) | 0.7 | $6.8M | +3% | 37k | 187.34 |
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Te Connectivity Stock (TEL) | 0.7 | $6.6M | +2% | 47k | 140.50 |
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Mondelez Intl Inc Cl A Stock (MDLZ) | 0.7 | $6.4M | +5% | 89k | 72.43 |
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Vanguard Russell 2000 Etf Etf (VTWO) | 0.6 | $6.2M | +2% | 77k | 81.10 |
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Agilent Technologies Stock (A) | 0.6 | $6.1M | +32% | 44k | 139.03 |
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Charles Riv Labs Intl Stock (CRL) | 0.6 | $5.9M | +14% | 25k | 236.40 |
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Pool Corp Stock (POOL) | 0.6 | $5.8M | +18% | 15k | 398.73 |
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Amgen Stock (AMGN) | 0.6 | $5.7M | -4% | 20k | 288.02 |
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Mks Instrs Stock (MKSI) | 0.6 | $5.7M | 55k | 102.87 |
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Vanguard Total Stock Market Etf Etf (VTI) | 0.6 | $5.7M | -2% | 24k | 237.22 |
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Lauder Estee Cos Inc Cl A Stock (EL) | 0.5 | $5.4M | +11% | 37k | 146.25 |
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Fedex Corp Stock (FDX) | 0.5 | $5.3M | 21k | 252.97 |
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Ssc Technologies Hldgs Stock (SSNC) | 0.5 | $5.2M | 86k | 61.11 |
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L3harris Technologies Stock (LHX) | 0.5 | $5.2M | -6% | 25k | 210.63 |
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Lockheed Martin Corp Stock (LMT) | 0.5 | $4.9M | -2% | 11k | 453.26 |
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Ecolab Stock (ECL) | 0.5 | $4.5M | -5% | 23k | 198.36 |
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Vanguard Value Etf Etf (VTV) | 0.4 | $4.4M | -10% | 30k | 149.50 |
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Pepsico Stock (PEP) | 0.4 | $4.3M | -5% | 25k | 169.85 |
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Spdr Portfolio Sp 500 Growth Etf Etf (SPYG) | 0.4 | $4.0M | 61k | 65.06 |
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Ulta Beauty Stock (ULTA) | 0.4 | $3.8M | 7.8k | 490.01 |
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Health Care Select Sector Spdr Fund Etf (XLV) | 0.4 | $3.7M | +591% | 28k | 136.38 |
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Adobe Stock (ADBE) | 0.4 | $3.7M | -10% | 6.3k | 596.66 |
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Merck Stock (MRK) | 0.4 | $3.7M | -2% | 34k | 109.02 |
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Toronto Dominion Bk Ont Stock (TD) | 0.4 | $3.7M | 57k | 64.62 |
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Servicenow Stock (NOW) | 0.4 | $3.7M | -16% | 5.2k | 706.58 |
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Arista Networks Stock (ANET) | 0.4 | $3.7M | -8% | 16k | 235.51 |
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Transdigm Group Stock (TDG) | 0.4 | $3.5M | -9% | 3.5k | 1011.62 |
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Intercontinental Exchange Stock (ICE) | 0.4 | $3.5M | -6% | 28k | 128.43 |
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United Rentals Stock (URI) | 0.4 | $3.5M | -3% | 6.1k | 573.42 |
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Mcdonalds Corp Stock (MCD) | 0.4 | $3.5M | -4% | 12k | 296.53 |
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Nvidia Corporation Stock (NVDA) | 0.3 | $3.3M | 6.7k | 495.23 |
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Abbott Labs Stock (ABT) | 0.3 | $3.3M | -34% | 30k | 110.07 |
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Tesla Stock (TSLA) | 0.3 | $3.3M | 13k | 248.48 |
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Procter And Gamble Stock (PG) | 0.3 | $3.2M | 22k | 146.54 |
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Johnson Johnson Stock (JNJ) | 0.3 | $3.1M | -9% | 20k | 156.74 |
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Walmart Stock (WMT) | 0.3 | $3.0M | 19k | 157.65 |
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Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.3 | $2.9M | -5% | 21k | 140.93 |
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Cisco Sys Stock (CSCO) | 0.3 | $2.9M | -24% | 57k | 50.52 |
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Spdr Bloomberg High Yield Bond Etf Etf (JNK) | 0.3 | $2.8M | -4% | 30k | 94.73 |
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Waste Mgmt Inc Del Stock (WM) | 0.3 | $2.8M | -2% | 16k | 179.11 |
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Intuitive Surgical Stock (ISRG) | 0.3 | $2.8M | 8.2k | 337.36 |
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Verisk Analytics Stock (VRSK) | 0.3 | $2.7M | -3% | 11k | 238.87 |
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Blackstone Stock (BX) | 0.3 | $2.7M | -8% | 21k | 130.93 |
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Technology Select Sector Spdr Fund Etf (XLK) | 0.3 | $2.6M | +231% | 14k | 192.49 |
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Monster Beverage Corp Stock (MNST) | 0.3 | $2.5M | -3% | 44k | 57.61 |
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Fortinet Stock (FTNT) | 0.2 | $2.4M | +6% | 42k | 58.53 |
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Consumer Staples Select Sector Spdr Fund Etf (XLP) | 0.2 | $2.3M | NEW | 32k | 72.03 |
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Darling Ingredients Stock (DAR) | 0.2 | $2.3M | -6% | 46k | 49.84 |
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Lamb Weston Hldgs Stock (LW) | 0.2 | $2.3M | -4% | 21k | 108.09 |
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Vanguard Growth Etf Etf (VUG) | 0.2 | $2.3M | 7.3k | 310.90 |
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Mastercard Incorporated Cl A Stock (MA) | 0.2 | $2.3M | 5.3k | 426.59 |
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Equinix Reit (EQIX) | 0.2 | $2.3M | -10% | 2.8k | 805.67 |
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Metlife Stock (MET) | 0.2 | $2.3M | 34k | 66.13 |
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Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) | 0.2 | $2.3M | +701% | 29k | 77.39 |
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Incyte Corp Stock (INCY) | 0.2 | $2.2M | -11% | 36k | 62.79 |
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Union Pac Corp Stock (UNP) | 0.2 | $2.2M | -9% | 8.8k | 245.63 |
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Vanguard Shortterm Treasury Etf Etf (VGSH) | 0.2 | $2.1M | 36k | 58.33 |
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Schwab Us Aggregate Bond Etf Etf (SCHZ) | 0.2 | $2.1M | +211% | 46k | 46.62 |
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.2 | $2.1M | 5.9k | 356.72 |
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Exxon Mobil Corp Stock (XOM) | 0.2 | $2.1M | 21k | 99.98 |
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Marsh Mclennan Cos Stock (MMC) | 0.2 | $2.1M | -8% | 11k | 189.49 |
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Synopsys Stock (SNPS) | 0.2 | $2.1M | -13% | 4.0k | 514.91 |
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Analog Devices Stock (ADI) | 0.2 | $2.1M | 10k | 198.57 |
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Autodesk Stock (ADSK) | 0.2 | $2.0M | -4% | 8.4k | 243.48 |
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Veeva Sys Inc Cl A Stock (VEEV) | 0.2 | $2.0M | -4% | 10k | 192.52 |
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Zebra Technologies Corporation Cl A Stock (ZBRA) | 0.2 | $2.0M | -13% | 7.2k | 273.33 |
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Utilities Select Sector Spdr Fund Etf (XLU) | 0.2 | $1.9M | NEW | 31k | 63.33 |
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Lowes Cos Stock (LOW) | 0.2 | $1.9M | 8.6k | 222.56 |
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Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $1.9M | -12% | 44k | 43.85 |
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Ishares Core Sp 500 Etf Etf (IVV) | 0.2 | $1.9M | 3.9k | 477.63 |
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Ciena Corp Stock (CIEN) | 0.2 | $1.8M | -10% | 41k | 45.01 |
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Watsco Stock (WSO) | 0.2 | $1.8M | 4.2k | 428.55 |
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D R Horton Stock (DHI) | 0.2 | $1.8M | -42% | 12k | 151.98 |
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Ishares Msci Eafe Smallcap Etf Etf (SCZ) | 0.2 | $1.8M | +28% | 29k | 61.90 |
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Vanguard Total International Bond Etf Etf (BNDX) | 0.2 | $1.8M | -5% | 36k | 49.37 |
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Spdr Portfolio Developed World Exus Etf Etf (SPDW) | 0.2 | $1.7M | 51k | 34.01 |
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Dimensional Us Core Equity 2 Etf Etf (DFAC) | 0.2 | $1.7M | -2% | 59k | 29.23 |
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Cme Group Stock (CME) | 0.2 | $1.7M | -4% | 8.1k | 210.60 |
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Ishares Msci Eafe Value Etf Etf (EFV) | 0.2 | $1.6M | -2% | 30k | 52.10 |
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Ishares Mbs Etf Etf (MBB) | 0.2 | $1.6M | 17k | 94.08 |
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Aptiv Stock (APTV) | 0.2 | $1.6M | -12% | 18k | 89.72 |
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Bristolmyers Squibb Stock (BMY) | 0.2 | $1.6M | -8% | 31k | 51.31 |
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Match Group Stock (MTCH) | 0.2 | $1.6M | -8% | 43k | 36.50 |
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Vanguard Midcap Value Etf Etf (VOE) | 0.2 | $1.5M | -13% | 11k | 145.01 |
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Disney Walt Stock (DIS) | 0.2 | $1.5M | -47% | 17k | 90.29 |
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Pfizer Stock (PFE) | 0.2 | $1.5M | -12% | 52k | 28.79 |
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Resmed Stock (RMD) | 0.2 | $1.5M | -12% | 8.7k | 172.02 |
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Prologis Reit (PLD) | 0.2 | $1.5M | -10% | 11k | 133.30 |
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Idexx Labs Stock (IDXX) | 0.2 | $1.5M | 2.7k | 555.05 |
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Abbvie Stock (ABBV) | 0.1 | $1.4M | 9.4k | 154.98 |
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Chevron Corp Stock (CVX) | 0.1 | $1.4M | -3% | 9.6k | 149.17 |
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Fastenal Stock (FAST) | 0.1 | $1.4M | 22k | 64.77 |
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Verizon Communications Stock (VZ) | 0.1 | $1.3M | -14% | 35k | 37.70 |
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Air Prods Chems Stock (APD) | 0.1 | $1.3M | 4.8k | 273.84 |
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Ishares Core International Aggregate Bond Etf Etf (IAGG) | 0.1 | $1.3M | +173% | 26k | 49.80 |
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Spdr Sp 600 Small Cap Value Etf Etf (SLYV) | 0.1 | $1.3M | 16k | 83.31 |
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Cincinnati Finl Corp Stock (CINF) | 0.1 | $1.3M | 13k | 103.46 |
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Broadcom Stock (AVGO) | 0.1 | $1.3M | 1.2k | 1117.07 |
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Amdocs Stock (DOX) | 0.1 | $1.3M | -3% | 15k | 87.89 |
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Industrial Select Sector Spdr Fund Etf (XLI) | 0.1 | $1.3M | +347% | 11k | 113.99 |
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Flowers Foods Stock (FLO) | 0.1 | $1.3M | -13% | 57k | 22.51 |
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Spdr Sp 500 Etf Trust Etf (SPY) | 0.1 | $1.3M | -33% | 2.7k | 475.42 |
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Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $1.3M | -4% | 7.0k | 179.98 |
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Lantheus Hldgs Stock (LNTH) | 0.1 | $1.2M | -21% | 20k | 62.00 |
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Consumer Discretionary Select Sector Spdr Fund Etf (XLY) | 0.1 | $1.2M | +261% | 6.7k | 178.82 |
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Boeing Stock (BA) | 0.1 | $1.2M | +23% | 4.6k | 260.70 |
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Starbucks Corp Stock (SBUX) | 0.1 | $1.1M | 12k | 96.02 |
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Vanguard Longterm Treasury Etf Etf (VGLT) | 0.1 | $1.1M | -92% | 19k | 61.53 |
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Entergy Corp Stock (ETR) | 0.1 | $1.1M | -8% | 11k | 101.19 |
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Spdr Sp 600 Small Cap Growth Etf Etf (SLYG) | 0.1 | $1.1M | +13% | 13k | 83.63 |
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Eli Lilly Stock (LLY) | 0.1 | $1.1M | -3% | 1.9k | 582.92 |
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.1 | $1.1M | 2.00 | 542625.00 |
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Zimmer Biomet Holdings Stock (ZBH) | 0.1 | $1.0M | 8.6k | 121.70 |
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Communication Services Select Sector Spdr Fund Etf (XLC) | 0.1 | $1.0M | +32% | 14k | 72.66 |
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Spdr Portfolio Emerging Markets Etf Etf (SPEM) | 0.1 | $972k | +7% | 27k | 35.41 |
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Vanguard Real Estate Etf Etf (VNQ) | 0.1 | $955k | +130% | 11k | 88.36 |
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Constellation Brands Inc Cl A Stock (STZ) | 0.1 | $927k | -43% | 3.8k | 241.78 |
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Spdr Sp 400 Mid Cap Growth Etf Etf (MDYG) | 0.1 | $908k | +3% | 12k | 75.67 |
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.1 | $901k | +23% | 18k | 50.58 |
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Eaton Corp Stock (ETN) | 0.1 | $871k | 3.6k | 240.82 |
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Caterpillar Stock (CAT) | 0.1 | $861k | +2% | 2.9k | 295.74 |
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United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $836k | -24% | 5.3k | 157.24 |
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Corning Stock (GLW) | 0.1 | $835k | -19% | 27k | 30.45 |
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Genuine Parts Stock (GPC) | 0.1 | $823k | -14% | 5.9k | 138.51 |
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Tjx Cos Stock (TJX) | 0.1 | $805k | -12% | 8.6k | 93.81 |
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Ishares Msci Eafe Growth Etf Etf (EFG) | 0.1 | $766k | -4% | 7.9k | 96.85 |
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Linde Stock (LIN) | 0.1 | $765k | 1.9k | 410.71 |
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Stryker Corporation Stock (SYK) | 0.1 | $754k | -18% | 2.5k | 299.54 |
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Philip Morris Intl Stock (PM) | 0.1 | $753k | 8.0k | 94.09 |
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Ishares Russell 2000 Growth Etf Etf (IWO) | 0.1 | $752k | +74% | 3.0k | 252.28 |
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Invesco Qqq Trust Series I Etf (QQQ) | 0.1 | $746k | 1.8k | 409.54 |
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Avery Dennison Corp Stock (AVY) | 0.1 | $729k | 3.6k | 202.18 |
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Bank America Corp Stock (BAC) | 0.1 | $715k | -32% | 21k | 33.67 |
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Brightview Hldgs Stock (BV) | 0.1 | $683k | 81k | 8.42 |
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Ishares Us Technology Etf Etf (IYW) | 0.1 | $678k | 5.5k | 122.75 |
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Oreilly Automotive Stock (ORLY) | 0.1 | $661k | -4% | 696.00 | 950.08 |
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Financial Select Sector Spdr Fund Etf (XLF) | 0.1 | $658k | +91% | 18k | 37.60 |
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Ishares Core Msci Eafe Etf Etf (IEFA) | 0.1 | $641k | 9.1k | 70.35 |
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Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $614k | -8% | 3.6k | 170.42 |
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Univest Financial Corporation Stock (UVSP) | 0.1 | $594k | 27k | 22.03 |
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Ishares Russell 1000 Etf Etf (IWB) | 0.1 | $590k | 2.2k | 262.26 |
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Intel Corp Stock (INTC) | 0.1 | $580k | +43% | 12k | 50.25 |
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Altria Group Stock (MO) | 0.1 | $575k | 14k | 40.34 |
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Ppl Corp Stock (PPL) | 0.1 | $573k | +7% | 21k | 27.10 |
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Vanguard Energy Etf Etf (VDE) | 0.1 | $559k | +16% | 4.8k | 117.28 |
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Ishares Core Dividend Growth Etf Etf (DGRO) | 0.1 | $559k | +11% | 10k | 53.82 |
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Vanguard Sp 500 Etf Etf (VOO) | 0.1 | $544k | 1.2k | 436.80 |
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Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $530k | -3% | 4.7k | 111.65 |
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Ishares Russell Midcap Growth Etf Etf (IWP) | 0.1 | $524k | +5% | 5.0k | 104.47 |
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Ishares Core Sp Midcap Etf Etf (IJH) | 0.1 | $518k | -4% | 1.9k | 277.22 |
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Oracle Corp Stock (ORCL) | 0.1 | $510k | +6% | 4.8k | 105.45 |
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Vanguard Midcap Etf Etf (VO) | 0.1 | $497k | +103% | 2.1k | 232.71 |
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Vanguard Smallcap Etf Etf (VB) | 0.1 | $495k | +38% | 2.3k | 213.39 |
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Dimensional International Core Equity Market Etf Etf (DFAI) | 0.1 | $494k | 17k | 28.64 |
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Kinder Morgan Inc Del Stock (KMI) | 0.0 | $487k | +10% | 28k | 17.64 |
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Cdw Corp Stock (CDW) | 0.0 | $462k | -19% | 2.0k | 227.40 |
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Southern Stock (SO) | 0.0 | $459k | +13% | 6.6k | 70.12 |
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Paychex Stock (PAYX) | 0.0 | $432k | 3.6k | 119.12 |
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Rtx Corporation Stock (RTX) | 0.0 | $431k | +2% | 5.1k | 84.15 |
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Ishares Msci Intl Quality Factor Etf Etf (IQLT) | 0.0 | $428k | 11k | 37.56 |
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Medtronic Stock (MDT) | 0.0 | $422k | -45% | 5.1k | 82.39 |
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Quest Diagnostics Stock (DGX) | 0.0 | $420k | -41% | 3.0k | 137.91 |
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Wec Energy Group Stock (WEC) | 0.0 | $404k | -21% | 4.8k | 84.18 |
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Csx Corp Stock (CSX) | 0.0 | $396k | 11k | 34.67 |
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Ishares Sp 500 Growth Etf Etf (IVW) | 0.0 | $394k | 5.2k | 75.11 |
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General Dynamics Corp Stock (GD) | 0.0 | $387k | +9% | 1.5k | 259.67 |
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Coca Cola Stock (KO) | 0.0 | $386k | -4% | 6.5k | 58.93 |
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Vanguard Midcap Growth Etf Etf (VOT) | 0.0 | $384k | +6% | 1.8k | 219.66 |
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Dimensional World Ex Us Core Equity 2 Etf Etf (DFAX) | 0.0 | $383k | 16k | 24.42 |
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Travelers Companies Stock (TRV) | 0.0 | $372k | +10% | 2.0k | 190.50 |
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Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.0 | $360k | +14% | 7.5k | 47.90 |
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Deere Stock (DE) | 0.0 | $339k | 848.00 | 400.18 |
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Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $332k | 1.5k | 225.51 |
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Netflix Stock (NFLX) | 0.0 | $327k | -9% | 671.00 | 486.88 |
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Duke Energy Corp Stock (DUK) | 0.0 | $325k | -28% | 3.3k | 97.04 |
|
Att Stock (T) | 0.0 | $320k | -8% | 19k | 16.78 |
|
General Electric Stock (GE) | 0.0 | $318k | +5% | 2.5k | 127.63 |
|
Qualcomm Stock (QCOM) | 0.0 | $316k | +20% | 2.2k | 144.65 |
|
Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $312k | 3.0k | 104.01 |
|
|
Pnc Finl Svcs Group Stock (PNC) | 0.0 | $305k | +4% | 2.0k | 154.91 |
|
Cvr Partners Stock (UAN) | 0.0 | $295k | 4.5k | 65.50 |
|
|
Cardinal Health Stock (CAH) | 0.0 | $290k | +19% | 2.9k | 100.80 |
|
Ppg Inds Stock (PPG) | 0.0 | $284k | 1.9k | 149.59 |
|
|
General Mls Stock (GIS) | 0.0 | $278k | -19% | 4.3k | 65.14 |
|
Norfolk Southn Corp Stock (NSC) | 0.0 | $274k | -6% | 1.2k | 236.38 |
|
Schwab Us Dividend Equity Etf Etf (SCHD) | 0.0 | $272k | -13% | 3.6k | 76.13 |
|
Avantis Us Small Cap Value Etf Etf (AVUV) | 0.0 | $268k | 3.0k | 89.80 |
|
|
Automatic Data Processing Stock (ADP) | 0.0 | $266k | -17% | 1.1k | 233.05 |
|
Cvs Health Corp Stock (CVS) | 0.0 | $266k | -20% | 3.4k | 78.96 |
|
Linkbancorp Stock (LNKB) | 0.0 | $264k | 33k | 7.97 |
|
|
Advanced Micro Devices Stock (AMD) | 0.0 | $251k | NEW | 1.7k | 147.41 |
|
Chubb Stock (CB) | 0.0 | $251k | 1.1k | 226.00 |
|
|
Morgan Stanley Stock (MS) | 0.0 | $251k | -4% | 2.7k | 93.28 |
|
Hershey Stock (HSY) | 0.0 | $248k | 1.3k | 186.44 |
|
|
Rpm Intl Stock (RPM) | 0.0 | $247k | 2.2k | 111.63 |
|
|
Nucor Corp Stock (NUE) | 0.0 | $242k | 1.4k | 174.04 |
|
|
Bank New York Mellon Corp Stock (BK) | 0.0 | $241k | NEW | 4.6k | 52.05 |
|
International Business Machs Stock (IBM) | 0.0 | $239k | 1.5k | 163.65 |
|
|
Timkensteel Corporation Stock (MTUS) | 0.0 | $235k | 10k | 23.45 |
|
|
Allstate Corp Stock (ALL) | 0.0 | $235k | NEW | 1.7k | 140.00 |
|
Conocophillips Stock (COP) | 0.0 | $233k | 2.0k | 116.07 |
|
|
Vaneck High Yield Muni Etf Etf (HYD) | 0.0 | $230k | -39% | 4.5k | 51.64 |
|
Sysco Corp Stock (SYY) | 0.0 | $229k | -9% | 3.1k | 73.13 |
|
Dimensional Emerging Core Equity Market Etf Etf (DFAE) | 0.0 | $221k | 9.2k | 24.11 |
|
|
Wells Fargo Stock (WFC) | 0.0 | $221k | NEW | 4.5k | 49.22 |
|
Essential Utils Stock (WTRG) | 0.0 | $217k | -7% | 5.8k | 37.35 |
|
Realty Income Corp Reit (O) | 0.0 | $217k | NEW | 3.8k | 57.42 |
|
Vanguard Shortterm Bond Etf Etf (BSV) | 0.0 | $214k | -17% | 2.8k | 77.02 |
|
Yum Brands Stock (YUM) | 0.0 | $207k | -5% | 1.6k | 130.69 |
|
Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.0 | $207k | NEW | 1.4k | 147.23 |
|
Vanguard Total Bond Market Etf Etf (BND) | 0.0 | $206k | -5% | 2.8k | 73.55 |
|
Prospect Cap Corp Cef (PSEC) | 0.0 | $90k | 15k | 5.99 |
|
Past Filings by Girard Partners
SEC 13F filings are viewable for Girard Partners going back to 2013
- 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
- Girard Partners 2020 Q3 filed Nov. 13, 2020
- Girard Partners 2020 Q2 filed Aug. 10, 2020