Hm Payson & Co
Latest statistics and disclosures from Hm Payson & Co's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AVGO, GOOG, NVDA, and represent 24.54% of Hm Payson & Co's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$240M), AMZN (+$46M), SPLG (+$32M), NVT (+$31M), CAT (+$30M), HUBB (+$29M), RSP (+$13M), IBTH (+$12M), WEX (+$12M), AAPL (+$12M).
- Started 197 new stock positions in BFH, DOX, JUST, AXL, GLDM, CR, KRG, BIIB, SCZ, CBRE.
- Reduced shares in these 10 stocks: LPLA (-$46M), MCD (-$23M), AZO (-$14M), BRK.B (-$13M), SPGI (-$12M), SPY (-$12M), ADBE (-$11M), AON (-$9.9M), DHI (-$9.6M), TEX (-$9.0M).
- Sold out of its positions in AKLI, ATRI, BCE, BL, BTI, BNL, CPB, CM, Cedar Fair, EBR.
- Hm Payson & Co was a net buyer of stock by $313M.
- Hm Payson & Co has $5.8B in assets under management (AUM), dropping by 5.94%.
- Central Index Key (CIK): 0000928052
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Portfolio Holdings for Hm Payson & Co
Hm Payson & Co holds 1118 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Hm Payson & Co has 1118 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Hm Payson & Co Sept. 30, 2024 positions
- Download the Hm Payson & Co September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.0 | $408M | +2% | 1.8M | 233.00 |
|
| Microsoft Corporation (MSFT) | 5.7 | $332M | 770k | 430.30 |
|
|
| Broadcom (AVGO) | 4.6 | $266M | +899% | 1.5M | 172.50 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $241M | +2% | 1.4M | 167.19 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $185M | 1.5M | 121.44 |
|
|
| Amazon (AMZN) | 2.5 | $146M | +45% | 785k | 186.33 |
|
| Mastercard Incorporated Cl A (MA) | 2.1 | $121M | 246k | 493.80 |
|
|
| Abbvie (ABBV) | 2.0 | $114M | 578k | 197.48 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $112M | -10% | 244k | 460.26 |
|
| Visa Com Cl A (V) | 1.9 | $112M | 408k | 274.95 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.9 | $109M | 308k | 353.48 |
|
|
| L3harris Technologies (LHX) | 1.9 | $108M | +4% | 455k | 237.87 |
|
| Home Depot (HD) | 1.8 | $107M | 264k | 405.20 |
|
|
| Meta Platforms Cl A (META) | 1.7 | $99M | +4% | 172k | 572.44 |
|
| Thermo Fisher Scientific (TMO) | 1.6 | $96M | 154k | 618.57 |
|
|
| Ametek (AME) | 1.6 | $91M | +3% | 527k | 171.71 |
|
| Lam Research Corporation (LRCX) | 1.5 | $90M | +7% | 111k | 816.09 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 1.5 | $90M | +3% | 3.8M | 23.42 |
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 1.5 | $90M | -4% | 3.7M | 24.00 |
|
| Cdw (CDW) | 1.5 | $89M | 392k | 226.30 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $84M | -4% | 504k | 165.85 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 1.4 | $80M | +5% | 3.5M | 23.07 |
|
| Merck & Co (MRK) | 1.3 | $74M | +16% | 651k | 113.56 |
|
| Marathon Petroleum Corp (MPC) | 1.2 | $73M | -3% | 446k | 162.91 |
|
| AutoZone (AZO) | 1.2 | $70M | -16% | 22k | 3150.10 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $70M | 330k | 210.86 |
|
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 1.2 | $69M | +3% | 2.8M | 25.10 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 1.2 | $68M | -5% | 2.7M | 25.21 |
|
| Amgen (AMGN) | 1.1 | $64M | 199k | 322.21 |
|
|
| McDonald's Corporation (MCD) | 1.1 | $63M | -27% | 206k | 304.51 |
|
| Johnson & Johnson (JNJ) | 1.1 | $62M | -3% | 384k | 162.06 |
|
| S&p Global (SPGI) | 1.1 | $62M | -16% | 120k | 516.62 |
|
| Hubbell (HUBB) | 1.0 | $61M | +88% | 143k | 428.35 |
|
| TJX Companies (TJX) | 1.0 | $59M | 505k | 117.54 |
|
|
| Otis Worldwide Corp (OTIS) | 1.0 | $59M | 570k | 103.94 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $59M | 71k | 833.25 |
|
|
| Lowe's Companies (LOW) | 1.0 | $58M | 216k | 270.85 |
|
|
| D.R. Horton (DHI) | 0.9 | $54M | -15% | 285k | 190.77 |
|
| Caterpillar (CAT) | 0.9 | $51M | +140% | 131k | 391.12 |
|
| Abbott Laboratories (ABT) | 0.8 | $46M | 400k | 114.01 |
|
|
| Oracle Corporation (ORCL) | 0.8 | $44M | 259k | 170.40 |
|
|
| Aon Shs Cl A (AON) | 0.8 | $44M | -18% | 127k | 345.99 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.7 | $41M | +339% | 604k | 67.51 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $40M | 343k | 117.22 |
|
|
| General Dynamics Corporation (GD) | 0.7 | $40M | 133k | 302.20 |
|
|
| Procter & Gamble Company (PG) | 0.7 | $40M | 229k | 173.20 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.6 | $38M | +10% | 1.5M | 24.30 |
|
| Tyler Technologies (TYL) | 0.6 | $37M | 63k | 583.72 |
|
|
| Danaher Corporation (DHR) | 0.6 | $37M | -3% | 132k | 278.02 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $35M | -24% | 61k | 573.95 |
|
| Chevron Corporation (CVX) | 0.6 | $32M | 220k | 147.27 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.5 | $32M | -8% | 133k | 240.01 |
|
| Wright Express (WEX) | 0.5 | $31M | +61% | 149k | 209.73 |
|
| UnitedHealth (UNH) | 0.5 | $31M | -16% | 53k | 584.68 |
|
| Nvent Electric SHS (NVT) | 0.5 | $31M | +109496% | 438k | 70.26 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $29M | -27% | 56k | 517.78 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $24M | 34.00 | 691180.00 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $23M | 285k | 80.75 |
|
|
| Raytheon Technologies Corp (RTX) | 0.4 | $23M | 187k | 121.16 |
|
|
| American Express Company (AXP) | 0.4 | $22M | 81k | 271.20 |
|
|
| AFLAC Incorporated (AFL) | 0.3 | $20M | 181k | 111.80 |
|
|
| Pepsi (PEP) | 0.3 | $20M | -2% | 118k | 170.05 |
|
| Cummins (CMI) | 0.3 | $20M | 62k | 323.79 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $20M | +189% | 110k | 179.16 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $19M | 22k | 885.95 |
|
|
| Parker-Hannifin Corporation (PH) | 0.3 | $19M | 31k | 631.82 |
|
|
| Pfizer (PFE) | 0.3 | $18M | -3% | 634k | 28.94 |
|
| Dover Corporation (DOV) | 0.3 | $18M | +5% | 92k | 191.74 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $17M | -4% | 83k | 206.57 |
|
| International Business Machines (IBM) | 0.3 | $17M | -5% | 76k | 221.08 |
|
| Hp (HPQ) | 0.2 | $14M | -15% | 391k | 35.87 |
|
| Terex Corporation (TEX) | 0.2 | $13M | -40% | 246k | 52.91 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $13M | -9% | 75k | 173.67 |
|
| Becton, Dickinson and (BDX) | 0.2 | $13M | -4% | 52k | 241.10 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.2 | $13M | +4935% | 551k | 22.64 |
|
| Cisco Systems (CSCO) | 0.2 | $12M | -8% | 226k | 53.22 |
|
| CSX Corporation (CSX) | 0.2 | $12M | 349k | 34.53 |
|
|
| IDEXX Laboratories (IDXX) | 0.2 | $12M | -3% | 23k | 505.22 |
|
| Automatic Data Processing (ADP) | 0.2 | $11M | 41k | 276.73 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $10M | 254k | 39.68 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.2 | $9.9M | 82k | 120.37 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $9.1M | +28% | 155k | 59.02 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.2 | $8.9M | +2504% | 366k | 24.37 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $8.5M | +31% | 71k | 119.61 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $8.4M | 159k | 52.86 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $7.9M | 21k | 381.67 |
|
|
| Fiserv (FI) | 0.1 | $7.9M | -6% | 44k | 179.65 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $7.9M | 144k | 54.68 |
|
|
| American Tower Reit (AMT) | 0.1 | $7.8M | 34k | 232.56 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $7.3M | -3% | 100k | 73.67 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $7.3M | 70k | 103.81 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $7.3M | 90k | 80.49 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $6.9M | 45k | 153.13 |
|
|
| Intuit (INTU) | 0.1 | $6.7M | 11k | 621.00 |
|
|
| Coca-Cola Company (KO) | 0.1 | $6.7M | 93k | 71.86 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $6.4M | +15% | 153k | 41.82 |
|
| Illinois Tool Works (ITW) | 0.1 | $6.3M | 24k | 262.07 |
|
|
| Diageo Spon Adr New (DEO) | 0.1 | $5.9M | -10% | 42k | 140.34 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $5.8M | 10k | 584.56 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $5.8M | 20k | 297.74 |
|
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.1 | $5.7M | -6% | 57k | 99.58 |
|
| Union Pacific Corporation (UNP) | 0.1 | $5.7M | -2% | 23k | 246.48 |
|
| Philip Morris International (PM) | 0.1 | $5.6M | -3% | 47k | 121.40 |
|
| Nike CL B (NKE) | 0.1 | $5.6M | -5% | 63k | 88.40 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $5.5M | +10% | 47k | 116.96 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $5.2M | -4% | 26k | 198.06 |
|
| Nextera Energy (NEE) | 0.1 | $5.2M | +4% | 61k | 84.53 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $5.1M | +1666% | 66k | 77.91 |
|
| Travelers Companies (TRV) | 0.1 | $5.1M | 22k | 234.12 |
|
|
| Phillips 66 (PSX) | 0.1 | $4.9M | 38k | 131.45 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $4.8M | -7% | 90k | 52.81 |
|
| Stryker Corporation (SYK) | 0.1 | $4.7M | 13k | 361.26 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $4.7M | -7% | 90k | 51.74 |
|
| Polaris Industries (PII) | 0.1 | $4.5M | 54k | 83.24 |
|
|
| Essential Utils (WTRG) | 0.1 | $4.5M | 116k | 38.57 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $4.4M | 8.9k | 491.27 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $4.3M | -2% | 15k | 283.16 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $4.2M | +2% | 7.4k | 576.82 |
|
| Ge Aerospace Com New (GE) | 0.1 | $4.2M | 23k | 188.58 |
|
|
| Emerson Electric (EMR) | 0.1 | $4.1M | +4% | 38k | 109.37 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $4.0M | 77k | 52.66 |
|
|
| Norfolk Southern (NSC) | 0.1 | $3.8M | -58% | 15k | 248.49 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $3.7M | 111k | 33.71 |
|
|
| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.1 | $3.7M | 75k | 49.61 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $3.6M | -11% | 76k | 47.85 |
|
| Trane Technologies SHS (TT) | 0.1 | $3.6M | 9.2k | 388.73 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $3.5M | 30k | 117.29 |
|
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $3.5M | 13k | 276.76 |
|
|
| Intel Corporation (INTC) | 0.1 | $3.5M | -13% | 148k | 23.46 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $3.4M | 55k | 62.32 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $3.3M | -63% | 7.1k | 465.06 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $3.3M | -17% | 35k | 93.85 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $3.2M | 40k | 79.42 |
|
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| Honeywell International (HON) | 0.1 | $3.2M | -5% | 15k | 206.71 |
|
| 3M Company (MMM) | 0.1 | $3.0M | 22k | 136.70 |
|
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| Casella Waste Sys Cl A (CWST) | 0.1 | $3.0M | -8% | 30k | 99.49 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.9M | +5% | 3.3k | 886.56 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $2.9M | 96k | 30.28 |
|
|
| Xylem (XYL) | 0.0 | $2.9M | 21k | 135.03 |
|
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $2.6M | -4% | 123k | 21.12 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $2.5M | 23k | 110.40 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $2.5M | +8% | 44k | 56.49 |
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| ConocoPhillips (COP) | 0.0 | $2.5M | +5% | 24k | 105.28 |
|
| Chubb (CB) | 0.0 | $2.5M | +6% | 8.6k | 288.39 |
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| Altria (MO) | 0.0 | $2.4M | 48k | 51.04 |
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| Hasbro (HAS) | 0.0 | $2.4M | 33k | 72.32 |
|
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| Walt Disney Company (DIS) | 0.0 | $2.2M | -15% | 23k | 96.19 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $2.2M | -9% | 34k | 62.88 |
|
| PPG Industries (PPG) | 0.0 | $2.1M | 16k | 132.46 |
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|
| Applied Materials (AMAT) | 0.0 | $2.1M | +10% | 10k | 202.05 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $2.1M | 32k | 64.86 |
|
|
| State Street Corporation (STT) | 0.0 | $2.1M | 23k | 88.47 |
|
|
| McKesson Corporation (MCK) | 0.0 | $2.0M | -3% | 4.1k | 494.52 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $2.0M | +12% | 19k | 108.18 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $2.0M | 48k | 41.77 |
|
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| Ishares Tr Bb Rat Corp Bd (HYBB) | 0.0 | $2.0M | 42k | 47.35 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $2.0M | -95% | 8.5k | 232.63 |
|
| Palo Alto Networks (PANW) | 0.0 | $2.0M | -7% | 5.7k | 341.80 |
|
| Unilever Spon Adr New (UL) | 0.0 | $1.9M | +4% | 30k | 64.96 |
|
| Zoetis Cl A (ZTS) | 0.0 | $1.9M | -18% | 9.7k | 195.37 |
|
| General Mills (GIS) | 0.0 | $1.9M | -7% | 26k | 73.85 |
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| Allstate Corporation (ALL) | 0.0 | $1.9M | 9.8k | 189.65 |
|
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| Church & Dwight (CHD) | 0.0 | $1.8M | +7% | 17k | 104.72 |
|
| Diamondback Energy (FANG) | 0.0 | $1.8M | +19% | 10k | 172.39 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $1.8M | +3% | 6.9k | 257.69 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.8M | 8.0k | 220.89 |
|
|
| Darden Restaurants (DRI) | 0.0 | $1.8M | +4% | 11k | 164.13 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $1.7M | -2% | 11k | 155.25 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.7M | -11% | 18k | 95.75 |
|
| Teleflex Incorporated (TFX) | 0.0 | $1.7M | 6.9k | 247.32 |
|
|
| Deere & Company (DE) | 0.0 | $1.7M | +11% | 4.1k | 417.33 |
|
| Waters Corporation (WAT) | 0.0 | $1.7M | 4.7k | 359.89 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.7M | -5% | 12k | 142.28 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $1.6M | -2% | 25k | 67.27 |
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $1.6M | 22k | 71.71 |
|
|
| Linde SHS (LIN) | 0.0 | $1.6M | 3.3k | 476.86 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $1.6M | 40k | 39.12 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.6M | -4% | 3.2k | 488.16 |
|
| Moody's Corporation (MCO) | 0.0 | $1.5M | 3.2k | 474.59 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.5M | 2.9k | 528.07 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $1.5M | 19k | 78.06 |
|
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| Eastman Chemical Company (EMN) | 0.0 | $1.5M | 13k | 111.95 |
|
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| Target Corporation (TGT) | 0.0 | $1.5M | +12% | 9.5k | 155.86 |
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| Iron Mountain (IRM) | 0.0 | $1.5M | 12k | 118.83 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $1.4M | -8% | 23k | 63.00 |
|
| Ecolab (ECL) | 0.0 | $1.4M | +4% | 5.7k | 255.33 |
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| Ge Vernova (GEV) | 0.0 | $1.4M | 5.7k | 254.98 |
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| Roper Industries (ROP) | 0.0 | $1.4M | 2.6k | 556.44 |
|
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| Gartner (IT) | 0.0 | $1.4M | 2.8k | 506.76 |
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|
| Charles Schwab Corporation (SCHW) | 0.0 | $1.4M | 21k | 64.81 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.3M | 2.3k | 586.52 |
|
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| Medtronic SHS (MDT) | 0.0 | $1.3M | -28% | 15k | 90.03 |
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| CNB Financial Corporation (CCNE) | 0.0 | $1.3M | -5% | 55k | 24.06 |
|
| Cigna Corp (CI) | 0.0 | $1.3M | 3.8k | 346.44 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.3M | 10k | 128.20 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.3M | -4% | 4.8k | 263.83 |
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| Waste Management (WM) | 0.0 | $1.2M | +31% | 6.0k | 207.60 |
|
| Tesla Motors (TSLA) | 0.0 | $1.2M | +16% | 4.6k | 261.63 |
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| Capital One Financial (COF) | 0.0 | $1.2M | 8.1k | 149.73 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $1.2M | -3% | 2.6k | 469.81 |
|
| BlackRock (BLK) | 0.0 | $1.2M | -3% | 1.2k | 949.17 |
|
| Qualcomm (QCOM) | 0.0 | $1.2M | +3% | 6.9k | 170.05 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $1.2M | -17% | 2.2k | 527.67 |
|
| Standex Int'l (SXI) | 0.0 | $1.2M | 6.3k | 182.78 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.1M | 4.6k | 243.06 |
|
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| salesforce (CRM) | 0.0 | $1.1M | 4.1k | 273.71 |
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| Enterprise Products Partners (EPD) | 0.0 | $1.1M | +8% | 39k | 29.11 |
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| Netflix (NFLX) | 0.0 | $1.1M | +5% | 1.6k | 709.27 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $1.1M | +2% | 4.9k | 223.09 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $1.1M | 9.9k | 109.65 |
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| Dupont De Nemours (DD) | 0.0 | $1.1M | 12k | 89.11 |
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| Pulte (PHM) | 0.0 | $1.1M | +4% | 7.5k | 143.53 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $1.1M | 163k | 6.48 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.0 | $1.0M | NEW | 9.9k | 102.58 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $1.0M | NEW | 10k | 100.72 |
|
| Wec Energy Group (WEC) | 0.0 | $1.0M | -4% | 10k | 96.18 |
|
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $988k | +3042% | 6.3k | 157.16 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $984k | -2% | 13k | 75.11 |
|
| Eaton Corp SHS (ETN) | 0.0 | $980k | +44% | 3.0k | 331.44 |
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| Brooks Automation (AZTA) | 0.0 | $962k | -34% | 20k | 48.44 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $946k | +79% | 12k | 78.05 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $939k | +49% | 17k | 56.73 |
|
| Analog Devices (ADI) | 0.0 | $912k | -6% | 4.0k | 230.17 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $903k | 14k | 63.26 |
|
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| Dimensional Etf Trust Emerging Mkts Hi (DEHP) | 0.0 | $901k | +2% | 34k | 26.87 |
|
| Verizon Communications (VZ) | 0.0 | $888k | 20k | 44.91 |
|
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| Ingersoll Rand (IR) | 0.0 | $869k | 8.9k | 98.16 |
|
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| Fortive (FTV) | 0.0 | $867k | -29% | 11k | 78.93 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $860k | 16k | 53.72 |
|
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| Duke Energy Corp Com New (DUK) | 0.0 | $847k | -3% | 7.3k | 115.30 |
|
| Rockwell Automation (ROK) | 0.0 | $843k | -3% | 3.1k | 268.46 |
|
| Hologic (HOLX) | 0.0 | $832k | 10k | 81.46 |
|
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| Silvercrest Asset Mgmt Group Cl A (SAMG) | 0.0 | $831k | -14% | 48k | 17.24 |
|
| Southern Company (SO) | 0.0 | $828k | -11% | 9.2k | 90.18 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $826k | +143% | 13k | 62.70 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $825k | -8% | 7.4k | 111.86 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $816k | -2% | 12k | 70.54 |
|
| Mettler-Toledo International (MTD) | 0.0 | $811k | +2% | 541.00 | 1499.70 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $799k | -4% | 5.9k | 135.07 |
|
| Advanced Micro Devices (AMD) | 0.0 | $790k | +22% | 4.8k | 164.08 |
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| Nov (NOV) | 0.0 | $783k | +2% | 49k | 15.97 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $782k | -11% | 1.4k | 569.66 |
|
| Halliburton Company (HAL) | 0.0 | $767k | +3% | 26k | 29.05 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $763k | +59% | 20k | 37.48 |
|
| Morgan Stanley Com New (MS) | 0.0 | $762k | +24% | 7.3k | 104.24 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $757k | +14% | 3.0k | 248.61 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $755k | 2.4k | 314.39 |
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| American Electric Power Company (AEP) | 0.0 | $737k | -8% | 7.2k | 102.60 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $721k | 2.6k | 282.20 |
|
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| Zimmer Holdings (ZBH) | 0.0 | $720k | 6.7k | 107.95 |
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Past Filings by Hm Payson & Co
SEC 13F filings are viewable for Hm Payson & Co going back to 2010
- Hm Payson & Co 2024 Q3 filed Oct. 28, 2024
- Hm Payson & Co 2024 Q2 filed Aug. 13, 2024
- Hm Payson & Co 2024 Q1 filed June 20, 2024
- Hm Payson & Co 2023 Q4 filed Feb. 13, 2024
- Hm Payson & Co 2023 Q3 filed Nov. 6, 2023
- Hm Payson & Co 2023 Q2 filed July 17, 2023
- Hm Payson & Co 2023 Q1 filed April 18, 2023
- Hm Payson & Co 2022 Q4 filed Feb. 6, 2023
- Hm Payson & Co 2022 Q3 filed Oct. 25, 2022
- Hm Payson & Co 2022 Q2 filed Aug. 15, 2022
- Hm Payson & Co 2022 Q1 filed May 12, 2022
- Hm Payson & Co 2021 Q4 filed Feb. 15, 2022
- Hm Payson & Co 2021 Q3 filed Nov. 30, 2021
- Hm Payson & Co 2021 Q2 filed Aug. 17, 2021
- Hm Payson & Co 2021 Q1 filed June 15, 2021
- Hm Payson & Co 2020 Q4 filed March 10, 2021