Hm Payson & Co
Latest statistics and disclosures from Hm Payson & Co's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AVGO, MSFT, GOOG, NVDA, and represent 27.34% of Hm Payson & Co's stock portfolio.
- Added to shares of these 10 stocks: IBTH (+$97M), LRCX (+$83M), IBDS (+$57M), ASML (+$20M), IBDR (+$16M), IBTG (+$12M), DE (+$12M), NVT (+$12M), IBDQ (+$7.0M), IBTF (+$6.8M).
- Started 63 new stock positions in VBR, Bluebird Bio Inc COM USD001, ITOT, IMCV, INDA, BSCR, FPE, TCMD, TROW, ICL.
- Reduced shares in these 10 stocks: Lam Research Corporation (-$90M), Ishares Ibonds Dec 2024 Term T (-$90M), Ishares Tr ibnd dec24 etf (-$68M), MRK (-$33M), WEX (-$15M), SPLG (-$15M), MPC (-$13M), TEX (-$11M), CDW (-$5.3M), AZN.
- Sold out of its positions in AES, ALGM, AXL, Aqua Metals, ANET, ASH, AVY, BKR, OZK, BILL.
- Hm Payson & Co was a net buyer of stock by $30M.
- Hm Payson & Co has $5.9B in assets under management (AUM), dropping by 1.09%.
- Central Index Key (CIK): 0000928052
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Portfolio Holdings for Hm Payson & Co
Hm Payson & Co holds 1033 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Hm Payson & Co has 1033 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Hm Payson & Co Dec. 31, 2024 positions
- Download the Hm Payson & Co December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.5 | $444M | 1.8M | 250.42 |
|
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| Broadcom (AVGO) | 6.0 | $354M | 1.5M | 231.84 |
|
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| Microsoft Corporation (MSFT) | 5.6 | $329M | 781k | 421.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.7 | $275M | 1.4M | 190.44 |
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| NVIDIA Corporation (NVDA) | 3.5 | $209M | +2% | 1.6M | 134.29 |
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| Amazon (AMZN) | 3.0 | $177M | +2% | 807k | 219.39 |
|
| Mastercard Incorporated Cl A (MA) | 2.2 | $130M | 246k | 526.57 |
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| Visa Com Cl A (V) | 2.2 | $129M | 409k | 316.04 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.9 | $111M | +2% | 317k | 351.79 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $110M | 242k | 453.28 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.9 | $109M | +795% | 4.9M | 22.20 |
|
| Abbvie (ABBV) | 1.9 | $109M | +6% | 616k | 177.70 |
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| Home Depot (HD) | 1.7 | $102M | 263k | 388.99 |
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| Meta Platforms Cl A (META) | 1.7 | $102M | 175k | 585.51 |
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| L3harris Technologies (LHX) | 1.7 | $98M | +2% | 468k | 210.28 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 1.6 | $97M | +7% | 4.1M | 23.32 |
|
| Ametek (AME) | 1.6 | $96M | 530k | 180.26 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $96M | 505k | 189.30 |
|
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 1.6 | $92M | +15% | 4.0M | 22.81 |
|
| Thermo Fisher Scientific (TMO) | 1.5 | $87M | +8% | 167k | 520.23 |
|
| Lam Research Corp Com New (LRCX) | 1.4 | $83M | NEW | 1.1M | 72.23 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $79M | 331k | 239.71 |
|
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 1.3 | $76M | +10% | 3.0M | 25.05 |
|
| AutoZone (AZO) | 1.2 | $73M | +3% | 23k | 3201.93 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 1.2 | $69M | +39% | 99k | 693.08 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 1.1 | $66M | +654% | 2.8M | 23.96 |
|
| Hubbell (HUBB) | 1.1 | $64M | +6% | 152k | 418.89 |
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| Cdw (CDW) | 1.1 | $63M | -7% | 362k | 174.04 |
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| TJX Companies (TJX) | 1.0 | $60M | 498k | 120.81 |
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| S&p Global (SPGI) | 1.0 | $60M | 120k | 498.03 |
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| McDonald's Corporation (MCD) | 1.0 | $59M | 205k | 289.89 |
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| Lowe's Companies (LOW) | 0.9 | $54M | 219k | 246.80 |
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| Amgen (AMGN) | 0.9 | $54M | +3% | 206k | 260.64 |
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| Johnson & Johnson (JNJ) | 0.9 | $54M | -3% | 371k | 144.62 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.9 | $53M | +43% | 2.2M | 24.07 |
|
| Otis Worldwide Corp (OTIS) | 0.9 | $53M | 568k | 92.61 |
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| Marathon Petroleum Corp (MPC) | 0.8 | $49M | -21% | 352k | 139.50 |
|
| Caterpillar (CAT) | 0.8 | $47M | 129k | 362.76 |
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| Aon Shs Cl A (AON) | 0.8 | $46M | 128k | 359.16 |
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| Abbott Laboratories (ABT) | 0.8 | $44M | 393k | 113.11 |
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| Oracle Corporation (ORCL) | 0.7 | $43M | 259k | 166.64 |
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| Nvent Electric SHS (NVT) | 0.7 | $41M | +38% | 608k | 68.16 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $40M | +7% | 367k | 107.57 |
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| D.R. Horton (DHI) | 0.7 | $40M | 282k | 139.82 |
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| Procter & Gamble Company (PG) | 0.7 | $39M | 230k | 167.65 |
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| Tyler Technologies (TYL) | 0.6 | $36M | 63k | 576.64 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $36M | 61k | 586.29 |
|
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| General Dynamics Corporation (GD) | 0.6 | $35M | 133k | 263.49 |
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| Chevron Corporation (CVX) | 0.6 | $33M | +3% | 228k | 144.84 |
|
| Danaher Corporation (DHR) | 0.6 | $33M | +7% | 143k | 229.55 |
|
| Merck & Co (MRK) | 0.5 | $32M | -51% | 317k | 99.49 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.5 | $27M | -35% | 390k | 68.94 |
|
| UnitedHealth (UNH) | 0.4 | $27M | 52k | 505.86 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $26M | +4% | 59k | 444.68 |
|
| Nxp Semiconductors N V (NXPI) | 0.4 | $26M | -5% | 126k | 207.85 |
|
| Wal-Mart Stores (WMT) | 0.4 | $26M | 283k | 90.35 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $25M | +8% | 37.00 | 680920.00 |
|
| American Express Company (AXP) | 0.4 | $25M | +3% | 85k | 296.79 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $22M | 189k | 115.72 |
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| Cummins (CMI) | 0.4 | $22M | 62k | 348.60 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $19M | 111k | 175.23 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $19M | -3% | 30k | 636.03 |
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| AFLAC Incorporated (AFL) | 0.3 | $19M | 178k | 103.44 |
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| Pepsi (PEP) | 0.3 | $18M | 119k | 152.06 |
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| Dover Corporation (DOV) | 0.3 | $18M | +3% | 95k | 187.60 |
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| Eli Lilly & Co. (LLY) | 0.3 | $17M | 22k | 772.00 |
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| International Business Machines (IBM) | 0.3 | $17M | 76k | 219.83 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $16M | 83k | 187.51 |
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| Pfizer (PFE) | 0.3 | $15M | -10% | 565k | 26.53 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $15M | 74k | 197.49 |
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| Deere & Company (DE) | 0.2 | $13M | +675% | 32k | 423.72 |
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| Cisco Systems (CSCO) | 0.2 | $13M | 224k | 59.20 |
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| Automatic Data Processing (ADP) | 0.2 | $12M | +2% | 42k | 292.73 |
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| Bank of America Corporation (BAC) | 0.2 | $12M | +6% | 271k | 43.95 |
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| Becton, Dickinson and (BDX) | 0.2 | $12M | 52k | 226.87 |
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| CSX Corporation (CSX) | 0.2 | $11M | 346k | 32.27 |
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| Wright Express (WEX) | 0.2 | $11M | -58% | 62k | 175.32 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.2 | $11M | +6% | 88k | 121.59 |
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| Hp (HPQ) | 0.2 | $11M | -16% | 327k | 32.63 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $9.6M | +7% | 166k | 58.18 |
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| IDEXX Laboratories (IDXX) | 0.2 | $9.1M | -5% | 22k | 413.44 |
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| Fiserv (FI) | 0.2 | $9.0M | 44k | 205.42 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $8.2M | 71k | 115.55 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $7.7M | 44k | 172.42 |
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| Sherwin-Williams Company (SHW) | 0.1 | $7.0M | 21k | 339.93 |
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| Intuit (INTU) | 0.1 | $6.8M | 11k | 628.50 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $6.8M | +5% | 161k | 42.05 |
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| Colgate-Palmolive Company (CL) | 0.1 | $6.4M | 70k | 90.91 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $6.2M | -23% | 122k | 51.14 |
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| American Tower Reit (AMT) | 0.1 | $6.2M | 34k | 183.41 |
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| Carrier Global Corporation (CARR) | 0.1 | $6.1M | 90k | 68.26 |
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| Illinois Tool Works (ITW) | 0.1 | $6.1M | 24k | 253.56 |
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| Air Products & Chemicals (APD) | 0.1 | $6.0M | +6% | 21k | 290.04 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $6.0M | -24% | 109k | 54.69 |
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| Coca-Cola Company (KO) | 0.1 | $5.9M | +2% | 95k | 62.26 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $5.9M | 99k | 59.73 |
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| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.1 | $5.6M | 57k | 99.15 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $5.6M | +4% | 49k | 115.22 |
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| Bristol Myers Squibb (BMY) | 0.1 | $5.5M | +8% | 98k | 56.56 |
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| Philip Morris International (PM) | 0.1 | $5.5M | 46k | 120.35 |
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| Travelers Companies (TRV) | 0.1 | $5.2M | 22k | 240.89 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $5.2M | 26k | 195.83 |
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| Union Pacific Corporation (UNP) | 0.1 | $5.1M | -3% | 22k | 228.04 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $4.8M | 9.8k | 485.94 |
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| Nike CL B (NKE) | 0.1 | $4.7M | 62k | 75.67 |
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| Stryker Corporation (SYK) | 0.1 | $4.6M | 13k | 360.05 |
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| Emerson Electric (EMR) | 0.1 | $4.6M | 37k | 123.93 |
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| Diageo Spon Adr New (DEO) | 0.1 | $4.6M | -14% | 36k | 127.13 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $4.5M | +4% | 16k | 289.83 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $4.5M | -3% | 8.6k | 521.96 |
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| Nextera Energy (NEE) | 0.1 | $4.5M | 62k | 71.69 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $4.4M | 7.4k | 588.68 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $4.3M | +48% | 143k | 29.86 |
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| Phillips 66 (PSX) | 0.1 | $4.3M | 37k | 113.93 |
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| Essential Utils (WTRG) | 0.1 | $4.2M | 116k | 36.32 |
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| Ge Aerospace Com New (GE) | 0.1 | $4.2M | +10% | 25k | 166.79 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $4.0M | 77k | 51.70 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $3.9M | +2% | 31k | 126.75 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.9M | -9% | 82k | 47.82 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $3.9M | +23% | 50k | 78.01 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $3.7M | +7% | 59k | 62.31 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $3.7M | 13k | 288.85 |
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| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.1 | $3.7M | +100% | 150k | 24.38 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $3.6M | 111k | 32.76 |
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| Norfolk Southern (NSC) | 0.1 | $3.5M | 15k | 234.69 |
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| Trane Technologies SHS (TT) | 0.1 | $3.4M | 9.3k | 369.35 |
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| Honeywell International (HON) | 0.1 | $3.3M | -3% | 15k | 225.89 |
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| Costco Wholesale Corporation (COST) | 0.1 | $3.2M | +5% | 3.5k | 916.36 |
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| Casella Waste Sys Cl A (CWST) | 0.1 | $3.2M | 30k | 105.81 |
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| Wells Fargo & Company (WFC) | 0.1 | $3.1M | 45k | 70.24 |
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| 3M Company (MMM) | 0.1 | $3.1M | +10% | 24k | 129.09 |
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| Polaris Industries (PII) | 0.1 | $3.1M | 54k | 57.62 |
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| ConocoPhillips (COP) | 0.0 | $2.8M | +21% | 29k | 99.17 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $2.7M | -4% | 6.7k | 402.68 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $2.6M | -2% | 34k | 78.18 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $2.6M | -8% | 7.8k | 326.51 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $2.5M | -24% | 57k | 44.04 |
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| Walt Disney Company (DIS) | 0.0 | $2.5M | 22k | 111.35 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $2.5M | 23k | 107.96 |
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| Xylem (XYL) | 0.0 | $2.5M | 21k | 116.02 |
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| Altria (MO) | 0.0 | $2.4M | -3% | 46k | 52.29 |
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| McKesson Corporation (MCK) | 0.0 | $2.4M | 4.1k | 570.03 |
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| Chubb (CB) | 0.0 | $2.3M | 8.4k | 276.30 |
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| State Street Corporation (STT) | 0.0 | $2.2M | -3% | 23k | 98.15 |
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| Tesla Motors (TSLA) | 0.0 | $2.1M | +12% | 5.2k | 403.84 |
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| Intel Corporation (INTC) | 0.0 | $2.1M | -29% | 104k | 20.05 |
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| Palo Alto Networks (PANW) | 0.0 | $2.1M | +99% | 12k | 181.96 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $2.1M | 32k | 65.08 |
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| Darden Restaurants (DRI) | 0.0 | $2.0M | 11k | 186.69 |
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| Ge Vernova (GEV) | 0.0 | $2.0M | +7% | 6.1k | 328.93 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $2.0M | 19k | 106.04 |
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| Ishares Tr Bb Rat Corp Bd (HYBB) | 0.0 | $1.9M | 42k | 46.00 |
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| PPG Industries (PPG) | 0.0 | $1.9M | 16k | 119.45 |
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| Netflix (NFLX) | 0.0 | $1.9M | +36% | 2.1k | 891.32 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.8M | 8.1k | 220.96 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.8M | -2% | 18k | 101.53 |
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| Church & Dwight (CHD) | 0.0 | $1.8M | 17k | 104.71 |
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| Hasbro (HAS) | 0.0 | $1.8M | -2% | 32k | 55.91 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $1.7M | -4% | 46k | 37.53 |
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| Waters Corporation (WAT) | 0.0 | $1.7M | 4.7k | 370.98 |
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| Applied Materials (AMAT) | 0.0 | $1.7M | 11k | 162.63 |
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| Unilever Spon Adr New (UL) | 0.0 | $1.7M | 30k | 56.70 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $1.7M | 11k | 150.86 |
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| General Mills (GIS) | 0.0 | $1.7M | +2% | 26k | 63.77 |
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| Moody's Corporation (MCO) | 0.0 | $1.6M | +8% | 3.5k | 473.37 |
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| Allstate Corporation (ALL) | 0.0 | $1.6M | -15% | 8.2k | 192.79 |
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| Zoetis Cl A (ZTS) | 0.0 | $1.6M | 9.7k | 162.92 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $1.6M | 22k | 70.55 |
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| salesforce (CRM) | 0.0 | $1.6M | +12% | 4.6k | 334.33 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.5M | -5% | 3.0k | 511.33 |
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| Diamondback Energy (FANG) | 0.0 | $1.5M | -9% | 9.4k | 163.82 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.0 | $1.5M | NEW | 29k | 51.20 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $1.5M | NEW | 30k | 50.71 |
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| SYSCO Corporation (SYY) | 0.0 | $1.5M | 19k | 76.46 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $1.5M | -11% | 22k | 67.03 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $1.4M | +7% | 3.1k | 469.29 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $1.4M | -9% | 19k | 74.01 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.4M | 2.3k | 621.80 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $1.4M | -8% | 11k | 131.04 |
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| CNB Financial Corporation (CCNE) | 0.0 | $1.4M | 55k | 24.86 |
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| Capital One Financial (COF) | 0.0 | $1.4M | -6% | 7.6k | 178.32 |
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| Ameriprise Financial (AMP) | 0.0 | $1.3M | 2.5k | 532.43 |
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| Ecolab (ECL) | 0.0 | $1.3M | 5.7k | 234.32 |
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| Waste Management (WM) | 0.0 | $1.3M | +10% | 6.6k | 201.79 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $1.3M | 23k | 57.41 |
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| Gartner (IT) | 0.0 | $1.3M | -2% | 2.7k | 484.47 |
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| Roper Industries (ROP) | 0.0 | $1.3M | -2% | 2.5k | 519.85 |
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| Devon Energy Corporation (DVN) | 0.0 | $1.3M | 40k | 32.73 |
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| Constellation Brands Cl A (STZ) | 0.0 | $1.3M | -14% | 5.9k | 221.00 |
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| Blackrock (BLK) | 0.0 | $1.3M | NEW | 1.3k | 1024.74 |
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| Iron Mountain (IRM) | 0.0 | $1.3M | 12k | 105.11 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.3M | 10k | 127.59 |
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| Target Corporation (TGT) | 0.0 | $1.3M | 9.3k | 135.18 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.2M | 4.7k | 264.13 |
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| Teleflex Incorporated (TFX) | 0.0 | $1.2M | 6.9k | 177.98 |
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| Eastman Chemical Company (EMN) | 0.0 | $1.2M | 13k | 91.32 |
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| Enterprise Products Partners (EPD) | 0.0 | $1.2M | 39k | 31.36 |
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| Standex Int'l (SXI) | 0.0 | $1.2M | 6.3k | 186.99 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $1.2M | 9.9k | 117.53 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.2M | +36% | 17k | 70.28 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $1.2M | +100% | 325k | 3.54 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $1.1M | -4% | 2.1k | 538.81 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.1M | +235% | 2.8k | 410.44 |
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| Eaton Corp SHS (ETN) | 0.0 | $1.1M | +13% | 3.3k | 331.87 |
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| Garmin SHS (GRMN) | 0.0 | $1.1M | +28883% | 5.2k | 206.26 |
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| Medtronic SHS (MDT) | 0.0 | $1.1M | -9% | 13k | 79.88 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $1.1M | +13% | 15k | 71.91 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $1.0M | 4.9k | 212.41 |
|
|
| Cigna Corp (CI) | 0.0 | $1.0M | 3.8k | 276.14 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.0M | -10% | 4.2k | 242.13 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $1.0M | 10k | 100.32 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $1000k | -35% | 22k | 44.89 |
|
| Dupont De Nemours (DD) | 0.0 | $996k | +7% | 13k | 76.25 |
|
| Qualcomm (QCOM) | 0.0 | $995k | -5% | 6.5k | 153.62 |
|
| Brooks Automation (AZTA) | 0.0 | $993k | 20k | 50.00 |
|
|
| Wec Energy Group (WEC) | 0.0 | $979k | 10k | 94.04 |
|
|
| Analog Devices (ADI) | 0.0 | $979k | +16% | 4.6k | 212.46 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.0 | $975k | 9.9k | 98.47 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $968k | 17k | 58.52 |
|
|
| Linde SHS (LIN) | 0.0 | $964k | -30% | 2.3k | 418.67 |
|
| Morgan Stanley Com New (MS) | 0.0 | $912k | 7.3k | 125.72 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $907k | +341% | 9.8k | 92.35 |
|
| Verizon Communications (VZ) | 0.0 | $889k | +12% | 22k | 39.99 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $847k | 3.0k | 278.89 |
|
|
| Dimensional Etf Trust Emerging Mkts Hi (DEHP) | 0.0 | $829k | 34k | 24.74 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $824k | 16k | 51.51 |
|
|
| Pulte (PHM) | 0.0 | $811k | 7.5k | 108.90 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $809k | 13k | 61.35 |
|
|
| Ingersoll Rand (IR) | 0.0 | $801k | 8.9k | 90.46 |
|
|
| Discover Financial Services (DFS) | 0.0 | $800k | 4.6k | 173.24 |
|
|
| Unum (UNM) | 0.0 | $798k | 11k | 73.03 |
|
|
| Paychex (PAYX) | 0.0 | $779k | +10% | 5.6k | 140.22 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $777k | 5.9k | 131.29 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $774k | 2.4k | 322.16 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $761k | 12k | 65.79 |
|
|
| Workday Cl A (WDAY) | 0.0 | $740k | +34% | 2.9k | 258.03 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $739k | -6% | 6.9k | 107.74 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $739k | +13% | 2.6k | 287.82 |
|
| Hologic (HOLX) | 0.0 | $736k | 10k | 72.09 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $736k | -3% | 14k | 53.24 |
|
| Southern Company (SO) | 0.0 | $728k | -3% | 8.8k | 82.32 |
|
| Servicenow (NOW) | 0.0 | $724k | -2% | 683.00 | 1060.12 |
|
| Nov (NOV) | 0.0 | $715k | 49k | 14.60 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $712k | -5% | 7.0k | 101.85 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $704k | +7% | 22k | 32.12 |
|
| Zimmer Holdings (ZBH) | 0.0 | $700k | 6.6k | 105.63 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $699k | -10% | 1.2k | 569.58 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $678k | 9.8k | 69.45 |
|
|
| Rockwell Automation (ROK) | 0.0 | $678k | -24% | 2.4k | 285.79 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $674k | +4% | 2.7k | 253.69 |
|
Past Filings by Hm Payson & Co
SEC 13F filings are viewable for Hm Payson & Co going back to 2010
- Hm Payson & Co 2024 Q4 filed Feb. 7, 2025
- 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