Drexel Morgan & Co. as of Sept. 30, 2011
Portfolio Holdings for Drexel Morgan & Co.
Drexel Morgan & Co. holds 61 positions in its portfolio as reported in the September 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 25.7 | $20M | 343k | 57.72 | |
Spdr S&p 500 Etf (SPY) | 16.9 | $13M | 115k | 113.13 | |
Vanguard Dividend Appreciation ETF (VIG) | 7.0 | $5.4M | 110k | 48.76 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 6.2 | $4.8M | 46k | 104.39 | |
iShares Russell 1000 Value Index (IWD) | 4.0 | $3.1M | 55k | 56.58 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 2.6 | $2.0M | 51k | 38.73 | |
Apple (AAPL) | 2.5 | $1.9M | 5.0k | 381.42 | |
Vanguard Emerging Markets ETF (VWO) | 2.5 | $1.9M | 53k | 35.83 | |
iShares Russell 1000 Growth Index (IWF) | 2.3 | $1.8M | 34k | 52.59 | |
iShares MSCI Canada Index (EWC) | 1.9 | $1.4M | 56k | 25.48 | |
Johnson & Johnson (JNJ) | 1.7 | $1.3M | 21k | 63.69 | |
Financial Select Sector SPDR (XLF) | 1.4 | $1.1M | 10k | 108.90 | |
Exxon Mobil Corporation (XOM) | 1.4 | $1.1M | 15k | 72.67 | |
Procter & Gamble Company (PG) | 1.3 | $984k | 16k | 63.05 | |
PowerShares FTSE RAFI US 1000 | 1.2 | $937k | 19k | 48.93 | |
Kimberly-Clark Corporation (KMB) | 1.0 | $762k | 11k | 71.04 | |
Pepsi (PEP) | 0.9 | $663k | 11k | 61.88 | |
SPDR S&P Dividend (SDY) | 0.8 | $637k | 13k | 48.53 | |
International Business Machines (IBM) | 0.8 | $615k | 3.5k | 174.91 | |
Colgate-Palmolive Company (CL) | 0.7 | $570k | 6.4k | 88.67 | |
iShares Russell 2000 Index (IWM) | 0.7 | $558k | 8.7k | 64.25 | |
PowerShares QQQ Trust, Series 1 | 0.7 | $525k | 10k | 52.50 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.6 | $494k | 6.3k | 78.41 | |
At&t (T) | 0.6 | $478k | 17k | 28.49 | |
ConocoPhillips (COP) | 0.6 | $477k | 7.5k | 63.38 | |
Coca-Cola Company (KO) | 0.6 | $464k | 6.9k | 67.27 | |
Schlumberger (SLB) | 0.6 | $424k | 7.1k | 59.75 | |
WisdomTree DEFA (DWM) | 0.6 | $425k | 11k | 39.79 | |
McDonald's Corporation (MCD) | 0.5 | $412k | 4.7k | 87.83 | |
SYSCO Corporation (SYY) | 0.5 | $410k | 16k | 25.91 | |
Bristol Myers Squibb (BMY) | 0.5 | $399k | 13k | 31.36 | |
iShares Russell Midcap Value Index (IWS) | 0.5 | $389k | 10k | 38.51 | |
Verizon Communications (VZ) | 0.5 | $374k | 10k | 36.77 | |
Novartis (NVS) | 0.5 | $345k | 6.2k | 55.74 | |
Powershares Senior Loan Portfo mf | 0.5 | $344k | 15k | 23.03 | |
Travelers Companies (TRV) | 0.4 | $342k | 7.0k | 48.70 | |
CVS Caremark Corporation (CVS) | 0.4 | $334k | 9.9k | 33.62 | |
Emerson Electric (EMR) | 0.4 | $322k | 7.8k | 41.37 | |
Northern Trust Corporation (NTRS) | 0.4 | $308k | 8.8k | 34.98 | |
Microsoft Corporation (MSFT) | 0.4 | $302k | 12k | 24.91 | |
Abbott Laboratories (ABT) | 0.4 | $299k | 5.8k | 51.26 | |
Becton, Dickinson and (BDX) | 0.4 | $293k | 4.0k | 73.25 | |
Medicis Pharmaceutical Corporation | 0.4 | $278k | 7.6k | 36.52 | |
Jp Morgan Alerian Mlp Index | 0.4 | $274k | 8.0k | 34.08 | |
Goldman Sachs (GS) | 0.3 | $270k | 2.9k | 94.47 | |
General Electric Company | 0.3 | $270k | 18k | 15.25 | |
Merck & Co (MRK) | 0.3 | $273k | 8.4k | 32.67 | |
EMC Corporation | 0.3 | $268k | 13k | 20.97 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $263k | 8.7k | 30.12 | |
Berkshire Hathaway (BRK.B) | 0.3 | $253k | 3.6k | 71.15 | |
Chevron Corporation (CVX) | 0.3 | $251k | 2.7k | 92.31 | |
Nuveen Mtg opportunity term (JLS) | 0.3 | $255k | 12k | 20.62 | |
Buckeye Partners | 0.3 | $250k | 4.0k | 62.50 | |
Texas Instruments Incorporated (TXN) | 0.3 | $235k | 8.8k | 26.70 | |
Qualcomm (QCOM) | 0.3 | $236k | 4.9k | 48.57 | |
Air Products & Chemicals (APD) | 0.3 | $221k | 2.9k | 76.47 | |
American Tower Corporation | 0.3 | $214k | 4.0k | 53.90 | |
Wells Fargo & Company (WFC) | 0.3 | $212k | 8.8k | 24.05 | |
Vanguard Total Bond Market ETF (BND) | 0.3 | $201k | 2.4k | 83.75 | |
Walt Disney Company (DIS) | 0.2 | $192k | 6.4k | 30.12 | |
3M Company (MMM) | 0.2 | $176k | 2.5k | 72.00 |