Moreno Evelyn V

Latest statistics and disclosures from Moreno Evelyn V's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Moreno Evelyn V consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Moreno Evelyn V

Moreno Evelyn V holds 140 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
Apple (AAPL) 6.8 $14M -63% 75k 192.53
 View chart
Microsoft Corporation (MSFT) 6.5 $14M -60% 37k 376.04
 View chart
SPDR S&P MidCap 400 ETF (MDY) 4.3 $9.0M -67% 18k 507.38
 View chart
Alphabet Inc Class C cs (GOOG) 4.0 $8.6M -51% 61k 140.93
 View chart
Amazon (AMZN) 3.8 $8.0M -58% 53k 151.94
 View chart
NVIDIA Corporation (NVDA) 2.8 $5.9M -62% 12k 495.22
 View chart
American Centy Etf Tr (AVLV) 2.4 $5.1M NEW 88k 57.76
 View chart
salesforce (CRM) 1.9 $4.0M -65% 15k 263.14
 View chart
JPMorgan Chase & Co. (JPM) 1.9 $3.9M -61% 23k 170.10
 View chart
Booking Holdings (BKNG) 1.8 $3.8M -65% 1.1k 3547.22
 View chart
MasterCard Incorporated (MA) 1.8 $3.7M -65% 8.7k 426.51
 View chart
Novartis (NVS) 1.7 $3.7M -53% 37k 100.97
 View chart
iShares S&P SmallCap 600 Index (IJR) 1.7 $3.6M -66% 33k 108.25
 View chart
Palo Alto Networks (PANW) 1.6 $3.5M -64% 12k 294.88
 View chart
Waste Management (WM) 1.6 $3.4M -59% 19k 179.10
 View chart
Danaher Corporation (DHR) 1.5 $3.2M -59% 14k 231.34
 View chart
TJX Companies (TJX) 1.5 $3.2M -62% 34k 93.81
 View chart
Comcast Corporation (CMCSA) 1.4 $3.1M -51% 70k 43.85
 View chart
Iqvia Holdings (IQV) 1.4 $3.0M -38% 13k 231.38
 View chart
Stryker Corporation (SYK) 1.4 $3.0M -69% 9.9k 299.46
 View chart
Intercontinental Exchange (ICE) 1.4 $2.9M -64% 23k 128.43
 View chart
Linde (LIN) 1.4 $2.9M -35% 7.1k 410.71
 View chart
Bank of America Corporation (BAC) 1.3 $2.8M -60% 84k 33.67
 View chart
Procter & Gamble Company (PG) 1.3 $2.8M -64% 19k 146.54
 View chart
Rockwell Automation (ROK) 1.3 $2.7M -65% 8.8k 310.48
 View chart
Alphabet Inc Class A cs (GOOGL) 1.3 $2.6M -66% 19k 139.69
 View chart
Johnson & Johnson (JNJ) 1.2 $2.6M -43% 17k 156.74
 View chart
Thermo Fisher Scientific (TMO) 1.2 $2.6M -63% 4.9k 530.79
 View chart
General Dynamics Corporation (GD) 1.2 $2.6M -63% 10k 259.67
 View chart
Pepsi (PEP) 1.2 $2.6M -67% 15k 169.84
 View chart
Costco Wholesale Corporation (COST) 1.2 $2.6M 3.9k 660.08
 View chart
Deere & Company (DE) 1.2 $2.5M -64% 6.3k 399.87
 View chart
Marsh & McLennan Companies (MMC) 1.1 $2.2M NEW 12k 189.47
 View chart
Medtronic (MDT) 1.0 $2.2M -63% 27k 82.38
 View chart
Wal-Mart Stores (WMT) 1.0 $2.1M -61% 13k 157.65
 View chart
Coca-Cola Company (KO) 1.0 $2.1M -66% 35k 58.93
 View chart
Roper Industries (ROP) 1.0 $2.1M -65% 3.8k 545.17
 View chart
Morgan Stanley (MS) 0.9 $2.0M NEW 21k 93.25
 View chart
American Tower Reit (AMT) 0.9 $1.9M -63% 9.0k 215.88
 View chart
Merck & Co (MRK) 0.9 $1.9M -51% 17k 109.02
 View chart
BlackRock (BLK) 0.9 $1.9M -64% 2.3k 811.80
 View chart
W.W. Grainger (GWW) 0.8 $1.7M 2.1k 828.69
 View chart
Berkshire Hathaway (BRK.A) 0.8 $1.6M 3.00 542625.00
 View chart
Exxon Mobil Corporation (XOM) 0.8 $1.6M -67% 16k 99.98
 View chart
Nextera Energy (NEE) 0.8 $1.6M -65% 26k 60.74
 View chart
Lowe's Companies (LOW) 0.7 $1.5M -50% 6.9k 222.55
 View chart
Chevron Corporation (CVX) 0.7 $1.5M -66% 10k 149.16
 View chart
iShares MSCI EAFE Index Fund (EFA) 0.7 $1.5M -76% 20k 75.35
 View chart
Broadcom (AVGO) 0.6 $1.2M NEW 1.1k 1116.25
 View chart
Automatic Data Processing (ADP) 0.6 $1.2M -13% 5.0k 232.97
 View chart
Home Depot (HD) 0.5 $1.2M -71% 3.3k 346.55
 View chart
Novo Nordisk A/S (NVO) 0.5 $1.1M 11k 103.45
 View chart
Berkshire Hathaway (BRK.B) 0.5 $1.1M -62% 3.1k 356.66
 View chart
Eli Lilly & Co. (LLY) 0.5 $1.0M 1.8k 582.92
 View chart
Oracle Corporation (ORCL) 0.5 $1.0M -9% 9.6k 105.43
 View chart
Zoetis Inc Cl A (ZTS) 0.5 $1.0M 5.1k 197.37
 View chart
iShares Russell 2000 Index (IWM) 0.4 $861k -67% 4.3k 200.71
 View chart
Visa (V) 0.4 $844k 3.2k 260.35
 View chart
Asml Holding (ASML) 0.4 $834k 1.1k 756.92
 View chart
Unilever (UL) 0.4 $777k 16k 48.48
 View chart
Facebook Inc cl a (META) 0.3 $735k 2.1k 353.96
 View chart
Abbvie (ABBV) 0.3 $718k 4.6k 154.97
 View chart
Tesla Motors (TSLA) 0.3 $709k -3% 2.9k 248.48
 View chart
Celanese Corporation (CE) 0.3 $691k 4.4k 155.37
 View chart
AstraZeneca (AZN) 0.3 $636k -6% 9.4k 67.35
 View chart
KLA-Tencor Corporation (KLAC) 0.3 $621k 1.1k 581.30
 View chart
Analog Devices (ADI) 0.3 $608k 3.1k 198.56
 View chart
Tenaris (TS) 0.3 $596k 17k 34.76
 View chart
Spdr S&p 500 Etf (SPY) 0.3 $570k -83% 1.2k 475.31
 View chart
Diageo (DEO) 0.3 $565k 3.9k 145.66
 View chart
U.S. Bancorp (USB) 0.3 $559k -85% 13k 43.28
 View chart
HDFC Bank (HDB) 0.3 $555k +10% 8.3k 67.11
 View chart
MercadoLibre (MELI) 0.3 $545k 347.00 1571.54
 View chart
Loews Corporation (L) 0.2 $528k 7.6k 69.59
 View chart
iShares S&P 500 Index (IVV) 0.2 $514k 1.1k 477.63
 View chart
Ingersoll Rand (IR) 0.2 $502k 6.5k 77.34
 View chart
iShares Lehman Short Treasury Bond (SHV) 0.2 $485k -41% 4.4k 110.13
 View chart
Abbott Laboratories (ABT) 0.2 $474k 4.3k 110.07
 View chart
Copart (CPRT) 0.2 $461k 9.4k 49.00
 View chart
Taiwan Semiconductor Mfg (TSM) 0.2 $454k 4.4k 104.00
 View chart
Relx (RELX) 0.2 $450k 11k 39.66
 View chart
Canadian Pacific Kansas City (CP) 0.2 $449k 5.7k 79.06
 View chart
Kroger (KR) 0.2 $426k 9.3k 45.71
 View chart
D.R. Horton (DHI) 0.2 $398k 2.6k 151.98
 View chart
Nomura Holdings (NMR) 0.2 $396k 88k 4.51
 View chart
Hess (HES) 0.2 $384k 2.7k 144.16
 View chart
ING Groep (ING) 0.2 $379k +5% 25k 15.02
 View chart
Emerson Electric (EMR) 0.2 $373k 3.8k 97.33
 View chart
UnitedHealth (UNH) 0.2 $369k 701.00 526.47
 View chart
Lennar Corporation (LEN) 0.2 $364k 2.4k 149.04
 View chart
Wheaton Precious Metals Corp (WPM) 0.2 $357k 7.2k 49.34
 View chart
United Parcel Service (UPS) 0.2 $357k 2.3k 157.23
 View chart
Sap (SAP) 0.2 $353k 2.3k 154.59
 View chart
Targa Res Corp (TRGP) 0.2 $351k 4.0k 86.87
 View chart
Consolidated Edison (ED) 0.2 $331k 3.6k 90.97
 View chart
Ecolab (ECL) 0.2 $330k +21% 1.7k 198.35
 View chart
Chubb (CB) 0.2 $328k 1.5k 226.00
 View chart
Pulte (PHM) 0.2 $324k 3.1k 103.22
 View chart
Sony Corporation (SONY) 0.2 $318k 3.4k 94.69
 View chart
Applied Materials (AMAT) 0.2 $318k 2.0k 162.07
 View chart
Paypal Holdings (PYPL) 0.1 $316k 5.1k 61.41
 View chart
J.B. Hunt Transport Services (JBHT) 0.1 $307k 1.5k 199.74
 View chart
Colgate-Palmolive Company (CL) 0.1 $306k NEW 3.8k 79.71
 View chart
Rbc Cad (RY) 0.1 $301k 3.0k 101.13
 View chart
Expeditors International of Washington (EXPD) 0.1 $293k 2.3k 127.20
 View chart
Travelers Companies (TRV) 0.1 $291k -95% 1.5k 190.49
 View chart
Lam Research Corporation (LRCX) 0.1 $289k 369.00 783.26
 View chart
Alcon (ALC) 0.1 $275k 3.5k 78.12
 View chart
Hca Holdings (HCA) 0.1 $273k 1.0k 270.68
 View chart
Starbucks Corporation (SBUX) 0.1 $273k 2.8k 96.01
 View chart
Halliburton Company (HAL) 0.1 $272k 7.5k 36.15
 View chart
STMicroelectronics (STM) 0.1 $271k 5.4k 50.13
 View chart
FleetCor Technologies (FLT) 0.1 $270k 954.00 282.61
 View chart
Ishares Tr esg us agr bd (EAGG) 0.1 $270k -35% 5.6k 47.74
 View chart
Cisco Systems (CSCO) 0.1 $267k -2% 5.3k 50.52
 View chart
Pembina Pipeline Corp (PBA) 0.1 $257k 7.5k 34.42
 View chart
Cgi Inc Cl A Sub Vtg (GIB) 0.1 $256k 2.4k 107.21
 View chart
Estee Lauder Companies (EL) 0.1 $254k -89% 1.7k 146.25
 View chart
Henry Schein (HSIC) 0.1 $254k 3.4k 75.71
 View chart
Netflix (NFLX) 0.1 $251k NEW 516.00 486.88
 View chart
Intuitive Surgical (ISRG) 0.1 $248k 736.00 337.36
 View chart
Ferguson Plc F (FERG) 0.1 $238k 1.2k 193.07
 View chart
Intel Corporation (INTC) 0.1 $236k -92% 4.7k 50.25
 View chart
Edison International (EIX) 0.1 $234k 3.3k 71.49
 View chart
Air Products & Chemicals (APD) 0.1 $233k -48% 850.00 273.80
 View chart
IDEXX Laboratories (IDXX) 0.1 $233k NEW 419.00 555.05
 View chart
Cigna Corp (CI) 0.1 $232k 773.00 299.45
 View chart
McDonald's Corporation (MCD) 0.1 $227k 765.00 296.51
 View chart
Regions Financial Corporation (RF) 0.1 $227k 12k 19.38
 View chart
Discover Financial Services (DFS) 0.1 $224k NEW 2.0k 112.40
 View chart
Cadence Design Systems (CDNS) 0.1 $216k NEW 794.00 272.37
 View chart
iShares MSCI Emerging Markets Indx (EEM) 0.1 $211k -77% 5.3k 40.21
 View chart
PT Telekomunikasi Indonesia (TLK) 0.1 $208k NEW 8.1k 25.76
 View chart
Banco Itau Holding Financeira (ITUB) 0.1 $199k 29k 6.95
 View chart
Grifols S A Sponsored Adr R (GRFS) 0.1 $160k 14k 11.56
 View chart
Mitsubishi UFJ Financial (MUFG) 0.1 $147k NEW 17k 8.61
 View chart
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.1 $107k 12k 9.11
 View chart
Telefonica (TEF) 0.0 $70k 18k 3.90
 View chart
Natwest Group Plc Spons (NWG) 0.0 $70k NEW 12k 5.63
 View chart
Aegon Ltd Amer Reg 1 Cert (AEG) 0.0 $67k NEW 12k 5.76
 View chart

Past Filings by Moreno Evelyn V

SEC 13F filings are viewable for Moreno Evelyn V going back to 2013

View all past filings