Alley as of March 31, 2020
Portfolio Holdings for Alley
Alley holds 74 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 4.6 | $40M | 254k | 157.71 | |
Lockheed Martin Corporation (LMT) | 3.8 | $33M | 98k | 338.95 | |
Merck & Co (MRK) | 3.8 | $33M | 423k | 76.94 | |
JPMorgan Chase & Co. (JPM) | 3.7 | $32M | 353k | 90.03 | |
Abbott Laboratories (ABT) | 3.6 | $31M | 396k | 78.91 | |
Paychex (PAYX) | 3.4 | $29M | 462k | 62.92 | |
Home Depot (HD) | 3.2 | $28M | 148k | 186.71 | |
Abbvie (ABBV) | 3.2 | $27M | 360k | 76.19 | |
Verizon Communications (VZ) | 3.2 | $27M | 508k | 53.73 | |
Accenture (ACN) | 3.1 | $27M | 166k | 163.26 | |
Union Pacific Corporation (UNP) | 3.1 | $27M | 192k | 141.04 | |
BlackRock (BLK) | 3.0 | $26M | 58k | 439.97 | |
Crown Castle Intl (CCI) | 2.9 | $25M | 174k | 144.40 | |
Apple (AAPL) | 2.9 | $25M | 97k | 254.29 | |
Nextera Energy (NEE) | 2.8 | $24M | 100k | 240.62 | |
Philip Morris International (PM) | 2.7 | $23M | 317k | 72.96 | |
Cisco Systems (CSCO) | 2.5 | $21M | 540k | 39.31 | |
Xcel Energy (XEL) | 2.4 | $21M | 343k | 60.30 | |
Altria (MO) | 2.3 | $20M | 506k | 38.67 | |
Medtronic (MDT) | 2.1 | $18M | 202k | 90.18 | |
Procter & Gamble Company (PG) | 2.1 | $18M | 165k | 110.00 | |
Kimberly-Clark Corporation (KMB) | 2.1 | $18M | 140k | 127.87 | |
Prologis (PLD) | 2.0 | $18M | 220k | 80.37 | |
Chevron Corporation (CVX) | 2.0 | $17M | 233k | 72.46 | |
Wells Fargo & Company (WFC) | 1.9 | $17M | 585k | 28.70 | |
Pepsi (PEP) | 1.8 | $16M | 133k | 120.10 | |
Arthur J. Gallagher & Co. (AJG) | 1.8 | $16M | 195k | 81.51 | |
Starbucks Corporation (SBUX) | 1.7 | $15M | 229k | 65.74 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 1.7 | $15M | 117k | 123.51 | |
3M Company (MMM) | 1.5 | $13M | 96k | 136.51 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 1.5 | $13M | 245k | 52.36 | |
RPM International (RPM) | 1.5 | $13M | 214k | 59.50 | |
Bce (BCE) | 1.5 | $13M | 307k | 40.86 | |
Vanguard Total Bond Market ETF (BND) | 1.2 | $11M | 126k | 85.35 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.1 | $9.3M | 82k | 113.01 | |
Discover Financial Services (DFS) | 1.0 | $8.9M | 248k | 35.67 | |
Amazon (AMZN) | 1.0 | $8.5M | 4.4k | 1949.67 | |
MasterCard Incorporated (MA) | 0.9 | $7.4M | 31k | 241.54 | |
Phillips 66 (PSX) | 0.8 | $6.9M | 129k | 53.65 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.8 | $6.9M | 89k | 77.07 | |
Costco Wholesale Corporation (COST) | 0.6 | $5.5M | 19k | 285.13 | |
Intuit (INTU) | 0.6 | $5.5M | 24k | 230.00 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $5.1M | 4.3k | 1161.88 | |
Danaher Corporation (DHR) | 0.6 | $4.8M | 35k | 138.42 | |
Stryker Corporation (SYK) | 0.5 | $4.0M | 24k | 166.47 | |
Cme (CME) | 0.5 | $4.0M | 23k | 172.93 | |
Broadridge Financial Solutions (BR) | 0.4 | $3.7M | 39k | 94.83 | |
Estee Lauder Companies (EL) | 0.4 | $3.6M | 22k | 159.36 | |
Berkshire Hathaway (BRK.B) | 0.4 | $3.5M | 19k | 182.85 | |
Ecolab (ECL) | 0.4 | $3.5M | 23k | 155.85 | |
Becton, Dickinson and (BDX) | 0.4 | $3.5M | 15k | 229.77 | |
Honeywell International (HON) | 0.3 | $2.7M | 20k | 133.77 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $2.1M | 64k | 33.33 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $2.1M | 37k | 56.11 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $2.0M | 7.7k | 257.81 | |
Vanguard Emerging Markets ETF (VWO) | 0.2 | $1.8M | 53k | 33.55 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $1.6M | 11k | 143.87 | |
Vanguard Large-Cap ETF (VV) | 0.2 | $1.5M | 13k | 118.40 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $1.4M | 1.2k | 1162.77 | |
Wec Energy Group (WEC) | 0.1 | $957k | 11k | 88.11 | |
iShares Russell 2000 Index (IWM) | 0.1 | $831k | 7.3k | 114.42 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $784k | 13k | 61.25 | |
Microchip Technology (MCHP) | 0.1 | $777k | 12k | 67.84 | |
Johnson & Johnson (JNJ) | 0.1 | $749k | 5.7k | 131.08 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $727k | 17k | 43.16 | |
Envestnet (ENV) | 0.1 | $676k | 13k | 53.76 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $563k | 7.7k | 73.58 | |
Vanguard Growth ETF (VUG) | 0.0 | $412k | 2.6k | 156.71 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $402k | 7.5k | 53.44 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $350k | 6.5k | 54.24 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $290k | 6.4k | 45.02 | |
salesforce (CRM) | 0.0 | $288k | 2.0k | 144.00 | |
Intel Corporation (INTC) | 0.0 | $241k | 4.5k | 54.06 | |
Lululemon Athletica (LULU) | 0.0 | $227k | 1.2k | 189.17 |