Dempze Nancy E as of Dec. 31, 2023
Portfolio Holdings for Dempze Nancy E
Dempze Nancy E holds 58 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) | 4.9 | $5.9M | 31k | 192.53 | |
Microsoft Corporation (MSFT) | 4.5 | $5.4M | 14k | 376.04 | |
Alphabet Inc Class A cs (GOOGL) | 3.9 | $4.6M | 33k | 139.69 | |
NVIDIA Corporation (NVDA) | 3.9 | $4.6M | 9.3k | 495.22 | |
MasterCard Incorporated (MA) | 3.8 | $4.6M | 11k | 426.51 | |
Analog Devices (ADI) | 3.8 | $4.6M | 23k | 198.56 | |
Advanced Micro Devices (AMD) | 3.6 | $4.3M | 30k | 147.41 | |
Automatic Data Processing (ADP) | 3.5 | $4.1M | 18k | 232.97 | |
Abbott Laboratories (ABT) | 3.3 | $3.9M | 36k | 110.07 | |
Canadian Natl Ry (CNI) | 3.3 | $3.9M | 31k | 125.63 | |
Danaher Corporation (DHR) | 3.1 | $3.8M | 16k | 231.34 | |
Procter & Gamble Company (PG) | 3.1 | $3.7M | 25k | 146.54 | |
Johnson & Johnson (JNJ) | 3.1 | $3.7M | 24k | 156.74 | |
Fiserv (FI) | 3.1 | $3.7M | 28k | 132.84 | |
Rockwell Automation (ROK) | 3.0 | $3.6M | 12k | 310.48 | |
Amazon (AMZN) | 2.9 | $3.5M | 23k | 151.94 | |
UnitedHealth (UNH) | 2.9 | $3.5M | 6.7k | 526.47 | |
Home Depot (HD) | 2.9 | $3.5M | 10k | 346.55 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 2.8 | $3.3M | 29k | 115.86 | |
TJX Companies (TJX) | 2.6 | $3.2M | 34k | 93.81 | |
Vanguard Dividend Growth Equity Mutual Fu (VDIGX) | 2.4 | $2.9M | 77k | 37.21 | |
Aptar (ATR) | 2.3 | $2.8M | 22k | 123.62 | |
Xylem (XYL) | 2.1 | $2.6M | 22k | 114.36 | |
Raytheon Technologies Corp (RTX) | 2.0 | $2.4M | 28k | 84.14 | |
Becton, Dickinson and (BDX) | 1.7 | $2.1M | 8.6k | 243.83 | |
Amg River Road Small-mid Cap V Equity Mutual Fu (ARIMX) | 1.6 | $2.0M | 202k | 9.72 | |
Novartis (NVS) | 1.6 | $1.9M | 19k | 100.97 | |
Nike (NKE) | 1.5 | $1.8M | 16k | 108.57 | |
T Rowe Price Inst Large-cap Gr Equity Mutual Fu (TRLGX) | 1.5 | $1.7M | 27k | 65.78 | |
Vanguard Star Equity Mutual Fu (VGSTX) | 1.3 | $1.5M | 56k | 26.85 | |
Gqg Partners Emerging Markets Equity Mutual Fu (GQGIX) | 1.3 | $1.5M | 95k | 15.87 | |
Schneider Elect Sa-unsp (SBGSY) | 1.2 | $1.4M | 34k | 40.16 | |
Medtronic (MDT) | 1.1 | $1.3M | 16k | 82.38 | |
Oakmark Intl Equity Mutual Fu (OAKIX) | 1.0 | $1.2M | 44k | 26.86 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.9 | $1.1M | 6.2k | 170.40 | |
Wcm Focused International Grow Equity Mutual Fu (WCMIX) | 0.7 | $817k | 36k | 22.76 | |
Waste Management (WM) | 0.7 | $809k | 4.5k | 179.10 | |
Chevron Corporation (CVX) | 0.6 | $748k | 5.0k | 149.16 | |
Artisan International Smallmid Equity Mutual Fu (APHJX) | 0.6 | $695k | 40k | 17.61 | |
Berkshire Hathaway (BRK.B) | 0.5 | $642k | 1.8k | 356.66 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $621k | 3.7k | 170.10 | |
iShares Russell 3000 Index (IWV) | 0.5 | $575k | 2.1k | 273.74 | |
Ab Trust Ab Discovery Value Fu Equity Mutual Fu (ABYSX) | 0.5 | $548k | 25k | 22.20 | |
Honeywell International (HON) | 0.4 | $466k | 2.2k | 209.71 | |
Vanguard Total Stock Market In Equity Mutual Fu (VTSAX) | 0.3 | $404k | 3.5k | 115.97 | |
Union Pacific Corporation (UNP) | 0.3 | $397k | 1.6k | 245.62 | |
Merck & Co (MRK) | 0.3 | $395k | 3.6k | 109.02 | |
Pepsi (PEP) | 0.3 | $357k | 2.1k | 169.84 | |
Vanguard Small Cap Index Fd Ad Equity Mutual Fu (VSMAX) | 0.3 | $353k | 3.4k | 103.35 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $349k | 2.5k | 140.93 | |
CVS Caremark Corporation (CVS) | 0.3 | $345k | 4.4k | 78.96 | |
Thermo Fisher Scientific (TMO) | 0.2 | $245k | 461.00 | 530.81 | |
Exxon Mobil Corporation (XOM) | 0.2 | $243k | 2.4k | 99.98 | |
Vanguard Pacific Stock Index F Equity Mutual Fu (VPADX) | 0.2 | $241k | 2.7k | 89.32 | |
Visa (V) | 0.2 | $238k | 914.00 | 260.35 | |
Marsh & McLennan Companies (MMC) | 0.2 | $237k | 1.3k | 189.47 | |
Delphi Automotive Inc international (APTV) | 0.2 | $220k | 2.5k | 89.72 | |
Illinois Tool Works (ITW) | 0.2 | $207k | 790.00 | 261.94 |