Creegan & Nassoura Financial Group as of Dec. 31, 2024
Portfolio Holdings for Creegan & Nassoura Financial Group
Creegan & Nassoura Financial Group holds 74 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackstone Group Inc Com Cl A (BX) | 5.6 | $8.3M | 48k | 172.42 | |
| JPMorgan Chase & Co. (JPM) | 5.2 | $7.7M | 32k | 239.71 | |
| Microsoft Corporation (MSFT) | 5.1 | $7.6M | 18k | 421.50 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.4 | $6.6M | 15k | 453.28 | |
| Eaton Corp SHS (ETN) | 3.8 | $5.6M | 17k | 331.87 | |
| Procter & Gamble Company (PG) | 2.9 | $4.3M | 26k | 167.65 | |
| Broadcom (AVGO) | 2.6 | $3.9M | 17k | 231.84 | |
| Cigna Corp (CI) | 2.6 | $3.8M | 14k | 276.13 | |
| Apple (AAPL) | 2.5 | $3.7M | 15k | 250.43 | |
| Diageo Spon Adr New (DEO) | 2.4 | $3.6M | 28k | 127.13 | |
| Merck & Co (MRK) | 2.4 | $3.5M | 36k | 99.48 | |
| Enbridge (ENB) | 2.4 | $3.5M | 83k | 42.43 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.2 | $3.3M | 129k | 25.86 | |
| Union Pacific Corporation (UNP) | 2.2 | $3.3M | 14k | 228.04 | |
| Ishares Tr S&p 100 Etf (OEF) | 2.2 | $3.2M | 11k | 288.85 | |
| Wp Carey (WPC) | 2.1 | $3.1M | 57k | 54.48 | |
| Illinois Tool Works (ITW) | 2.0 | $2.9M | 11k | 253.57 | |
| Chevron Corporation (CVX) | 1.9 | $2.8M | 19k | 144.84 | |
| Deere & Company (DE) | 1.9 | $2.8M | 6.6k | 423.68 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $2.4M | 23k | 107.57 | |
| Johnson & Johnson (JNJ) | 1.6 | $2.4M | 17k | 144.62 | |
| General Mills (GIS) | 1.6 | $2.4M | 38k | 63.77 | |
| Walt Disney Company (DIS) | 1.6 | $2.4M | 21k | 111.35 | |
| Toronto Dominion Bk Ont Com New (TD) | 1.6 | $2.4M | 45k | 53.24 | |
| Pfizer (PFE) | 1.6 | $2.4M | 89k | 26.53 | |
| 3M Company (MMM) | 1.6 | $2.4M | 18k | 129.09 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.5 | $2.2M | 47k | 47.82 | |
| Medtronic SHS (MDT) | 1.3 | $2.0M | 25k | 79.88 | |
| UnitedHealth (UNH) | 1.3 | $2.0M | 3.9k | 505.86 | |
| FedEx Corporation (FDX) | 1.3 | $1.9M | 6.8k | 281.32 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 1.3 | $1.9M | 61k | 31.44 | |
| Welltower Inc Com reit (WELL) | 1.2 | $1.8M | 15k | 126.03 | |
| Enterprise Products Partners (EPD) | 1.2 | $1.8M | 58k | 31.36 | |
| Pepsi (PEP) | 1.2 | $1.8M | 12k | 152.06 | |
| Hercules Technology Growth Capital (HTGC) | 1.1 | $1.6M | 80k | 20.09 | |
| Kellogg Company (K) | 1.1 | $1.6M | 20k | 80.97 | |
| Abbott Laboratories (ABT) | 1.0 | $1.5M | 13k | 113.11 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $1.4M | 3.0k | 485.94 | |
| Caterpillar (CAT) | 0.9 | $1.4M | 3.8k | 362.76 | |
| CVS Caremark Corporation (CVS) | 0.9 | $1.4M | 30k | 44.89 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.9 | $1.3M | 58k | 22.70 | |
| Honeywell International (HON) | 0.9 | $1.3M | 5.6k | 225.89 | |
| Unilever Spon Adr New (UL) | 0.8 | $1.2M | 22k | 56.70 | |
| RPM International (RPM) | 0.8 | $1.1M | 9.2k | 123.06 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.1M | 1.9k | 588.68 | |
| Novartis Sponsored Adr (NVS) | 0.7 | $1.1M | 11k | 97.31 | |
| Boeing Company (BA) | 0.7 | $1.1M | 6.0k | 177.01 | |
| Stryker Corporation (SYK) | 0.7 | $1.1M | 3.0k | 360.05 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $1.0M | 38k | 27.32 | |
| Verizon Communications (VZ) | 0.7 | $973k | 24k | 39.99 | |
| Emerson Electric (EMR) | 0.6 | $940k | 7.6k | 123.93 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $910k | 3.1k | 289.82 | |
| Raytheon Technologies Corp (RTX) | 0.6 | $905k | 7.8k | 115.72 | |
| Visa Com Cl A (V) | 0.5 | $798k | 2.5k | 316.04 | |
| Constellation Brands Cl A (STZ) | 0.5 | $763k | 3.5k | 221.00 | |
| Johnson Ctls Intl SHS (JCI) | 0.5 | $738k | 9.4k | 78.93 | |
| Ryder System (R) | 0.4 | $669k | 4.3k | 156.84 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $615k | 1.1k | 586.08 | |
| Palantir Technologies Cl A (PLTR) | 0.4 | $607k | 8.0k | 75.63 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $564k | 20k | 27.71 | |
| Us Bancorp Del Com New (USB) | 0.3 | $508k | 11k | 47.83 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.3 | $488k | 6.4k | 76.24 | |
| United Parcel Service CL B (UPS) | 0.3 | $442k | 3.5k | 126.10 | |
| L3harris Technologies (LHX) | 0.3 | $423k | 2.0k | 210.28 | |
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $419k | 8.7k | 48.33 | |
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $415k | 3.2k | 131.76 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $399k | 767.00 | 520.23 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $387k | 1.2k | 322.16 | |
| Nike CL B (NKE) | 0.2 | $352k | 4.7k | 75.67 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $312k | 12k | 26.63 | |
| Amazon (AMZN) | 0.2 | $285k | 1.3k | 219.39 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $270k | 1.0k | 269.70 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $222k | 7.0k | 31.79 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $218k | 825.00 | 264.13 |