Creegan & Nassoura Financial Group as of June 30, 2025
Portfolio Holdings for Creegan & Nassoura Financial Group
Creegan & Nassoura Financial Group holds 75 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 5.7 | $8.8M | 30k | 289.91 | |
| Microsoft Corporation (MSFT) | 5.6 | $8.6M | 17k | 497.40 | |
| Blackstone Group Inc Com Cl A (BX) | 4.7 | $7.2M | 48k | 149.58 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $6.4M | 13k | 485.77 | |
| Eaton Corp SHS (ETN) | 3.6 | $5.5M | 15k | 356.99 | |
| Broadcom (AVGO) | 2.9 | $4.5M | 16k | 275.65 | |
| Cigna Corp (CI) | 2.8 | $4.2M | 13k | 330.57 | |
| Procter & Gamble Company (PG) | 2.7 | $4.1M | 26k | 159.32 | |
| Enbridge (ENB) | 2.5 | $3.8M | 83k | 45.32 | |
| Wp Carey (WPC) | 2.3 | $3.6M | 57k | 62.38 | |
| Blackrock (BLK) | 2.2 | $3.4M | 3.3k | 1049.25 | |
| Union Pacific Corporation (UNP) | 2.1 | $3.3M | 14k | 230.08 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.1 | $3.3M | 129k | 25.30 | |
| Ishares Tr S&p 100 Etf (OEF) | 2.1 | $3.2M | 11k | 304.35 | |
| Apple (AAPL) | 2.0 | $3.0M | 15k | 205.18 | |
| Merck & Co (MRK) | 1.9 | $2.9M | 37k | 79.16 | |
| Diageo Spon Adr New (DEO) | 1.9 | $2.9M | 28k | 100.84 | |
| Deere & Company (DE) | 1.8 | $2.8M | 5.6k | 508.47 | |
| Chevron Corporation (CVX) | 1.8 | $2.8M | 19k | 143.19 | |
| 3M Company (MMM) | 1.8 | $2.8M | 18k | 152.24 | |
| Toronto Dominion Bk Ont Com New (TD) | 1.8 | $2.8M | 38k | 73.45 | |
| Pepsi (PEP) | 1.8 | $2.8M | 21k | 132.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $2.7M | 16k | 176.26 | |
| Johnson & Johnson (JNJ) | 1.8 | $2.7M | 18k | 152.75 | |
| Illinois Tool Works (ITW) | 1.7 | $2.7M | 11k | 247.26 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.7 | $2.7M | 47k | 57.01 | |
| General Mills (GIS) | 1.7 | $2.7M | 51k | 51.81 | |
| Walt Disney Company (DIS) | 1.7 | $2.6M | 21k | 124.01 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $2.4M | 23k | 107.80 | |
| Pfizer (PFE) | 1.4 | $2.2M | 89k | 24.24 | |
| Medtronic SHS (MDT) | 1.4 | $2.2M | 25k | 87.17 | |
| Enterprise Products Partners (EPD) | 1.2 | $1.8M | 58k | 31.01 | |
| CVS Caremark Corporation (CVS) | 1.1 | $1.7M | 25k | 68.98 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $1.7M | 72k | 23.83 | |
| Abbott Laboratories (ABT) | 1.1 | $1.6M | 12k | 136.01 | |
| FedEx Corporation (FDX) | 1.0 | $1.6M | 6.8k | 227.30 | |
| Caterpillar (CAT) | 1.0 | $1.5M | 3.8k | 388.21 | |
| Hercules Technology Growth Capital (HTGC) | 1.0 | $1.5M | 80k | 18.28 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $1.4M | 3.0k | 463.14 | |
| Novartis Sponsored Adr (NVS) | 0.9 | $1.4M | 11k | 121.01 | |
| Honeywell International (HON) | 0.9 | $1.3M | 5.6k | 232.88 | |
| Unilever Spon Adr New | 0.8 | $1.3M | 21k | 61.17 | |
| UnitedHealth (UNH) | 0.8 | $1.2M | 3.9k | 311.97 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.2M | 1.9k | 620.90 | |
| Stryker Corporation (SYK) | 0.8 | $1.2M | 2.9k | 395.63 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $1.1M | 7.8k | 146.02 | |
| Verizon Communications (VZ) | 0.7 | $1.1M | 24k | 43.27 | |
| Palantir Technologies Cl A (PLTR) | 0.7 | $1.0M | 7.7k | 136.32 | |
| Boeing Company (BA) | 0.7 | $1.0M | 4.9k | 209.52 | |
| Emerson Electric (EMR) | 0.7 | $1.0M | 7.6k | 133.33 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $993k | 38k | 26.50 | |
| Johnson Ctls Intl SHS (JCI) | 0.6 | $988k | 9.4k | 105.62 | |
| RPM International (RPM) | 0.6 | $986k | 9.0k | 109.84 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $888k | 2.9k | 303.93 | |
| Visa Com Cl A (V) | 0.5 | $820k | 2.3k | 355.05 | |
| Ryder System (R) | 0.4 | $678k | 4.3k | 158.98 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $649k | 1.1k | 617.85 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $571k | 20k | 28.05 | |
| Constellation Brands Cl A (STZ) | 0.4 | $561k | 3.5k | 162.68 | |
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $527k | 3.6k | 147.52 | |
| L3harris Technologies (LHX) | 0.3 | $498k | 2.0k | 250.84 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.3 | $485k | 6.4k | 75.82 | |
| Us Bancorp Del Com New (USB) | 0.3 | $450k | 10k | 45.25 | |
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $445k | 8.5k | 52.37 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $408k | 1.2k | 339.57 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $351k | 12k | 30.14 | |
| United Parcel Service CL B (UPS) | 0.2 | $344k | 3.4k | 100.93 | |
| Nike CL B (NKE) | 0.2 | $330k | 4.7k | 71.04 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $311k | 767.00 | 405.46 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $285k | 1.0k | 285.30 | |
| Amazon (AMZN) | 0.2 | $285k | 1.3k | 219.39 | |
| salesforce (CRM) | 0.2 | $272k | 996.00 | 272.69 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $231k | 825.00 | 279.83 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $230k | 6.9k | 33.50 | |
| Waste Management (WM) | 0.1 | $217k | 950.00 | 228.82 |