Drexel Morgan & Co. as of March 31, 2012
Portfolio Holdings for Drexel Morgan & Co.
Drexel Morgan & Co. holds 66 positions in its portfolio as reported in the March 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
WisdomTree DEFA (DWM) | 41.5 | $49M | 1.1M | 44.87 | |
Berkshire Hathaway (BRK.B) | 18.4 | $22M | 269k | 81.15 | |
iShares Russell 1000 Value Index (IWD) | 3.4 | $4.0M | 58k | 70.07 | |
Vanguard Dividend Appreciation ETF (VIG) | 2.9 | $3.5M | 59k | 58.55 | |
Apple (AAPL) | 2.5 | $3.0M | 5.0k | 599.48 | |
Vanguard Total Bond Market ETF (BND) | 2.0 | $2.3M | 28k | 83.27 | |
iShares Russell 1000 Growth Index (IWF) | 1.9 | $2.3M | 34k | 66.09 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 1.7 | $2.1M | 47k | 44.22 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 1.5 | $1.8M | 17k | 101.01 | |
Powershares Etf Tr Ii s^p500 low vol | 1.4 | $1.7M | 62k | 26.80 | |
Spdr S&p 500 Etf (SPY) | 1.2 | $1.4M | 10k | 140.82 | |
iShares MSCI Canada Index (EWC) | 1.2 | $1.4M | 49k | 28.34 | |
Exxon Mobil Corporation (XOM) | 1.1 | $1.4M | 16k | 86.74 | |
Johnson & Johnson (JNJ) | 1.1 | $1.3M | 20k | 65.96 | |
Procter & Gamble Company (PG) | 0.9 | $1.0M | 15k | 67.23 | |
PowerShares FTSE RAFI US 1000 | 0.8 | $956k | 16k | 60.51 | |
Kimberly-Clark Corporation (KMB) | 0.7 | $793k | 11k | 73.93 | |
SPDR S&P Dividend (SDY) | 0.7 | $781k | 14k | 56.65 | |
International Business Machines (IBM) | 0.6 | $751k | 3.6k | 208.81 | |
iShares Russell 2000 Index (IWM) | 0.6 | $719k | 8.7k | 82.77 | |
Pepsi (PEP) | 0.6 | $711k | 11k | 66.38 | |
PowerShares QQQ Trust, Series 1 | 0.6 | $676k | 10k | 67.60 | |
Colgate-Palmolive Company (CL) | 0.5 | $598k | 6.1k | 97.80 | |
ConocoPhillips (COP) | 0.5 | $572k | 7.5k | 76.00 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.5 | $561k | 6.3k | 89.05 | |
At&t (T) | 0.5 | $537k | 17k | 31.24 | |
Coca-Cola Company (KO) | 0.4 | $508k | 6.9k | 73.64 | |
iShares Russell Midcap Value Index (IWS) | 0.4 | $486k | 10k | 48.12 | |
SYSCO Corporation (SYY) | 0.4 | $472k | 16k | 29.83 | |
McDonald's Corporation (MCD) | 0.4 | $460k | 4.7k | 98.06 | |
Schlumberger (SLB) | 0.4 | $454k | 6.5k | 69.92 | |
CVS Caremark Corporation (CVS) | 0.4 | $445k | 9.9k | 44.79 | |
Bristol Myers Squibb (BMY) | 0.4 | $429k | 13k | 33.72 | |
Northern Trust Corporation (NTRS) | 0.3 | $418k | 8.8k | 47.47 | |
Travelers Companies (TRV) | 0.3 | $416k | 7.0k | 59.23 | |
Emerson Electric (EMR) | 0.3 | $406k | 7.8k | 52.16 | |
Microsoft Corporation (MSFT) | 0.3 | $392k | 12k | 32.30 | |
Verizon Communications (VZ) | 0.3 | $389k | 10k | 38.16 | |
EMC Corporation | 0.3 | $382k | 13k | 29.89 | |
Jp Morgan Alerian Mlp Index | 0.3 | $366k | 9.3k | 39.17 | |
Powershares Senior Loan Portfo mf | 0.3 | $367k | 15k | 24.57 | |
Abbott Laboratories (ABT) | 0.3 | $357k | 5.8k | 61.32 | |
Qualcomm (QCOM) | 0.3 | $355k | 5.2k | 68.01 | |
Novartis (NVS) | 0.3 | $343k | 6.2k | 55.41 | |
Merck & Co (MRK) | 0.3 | $321k | 8.4k | 38.46 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $310k | 6.7k | 45.99 | |
Nuveen Mtg opportunity term (JLS) | 0.3 | $303k | 13k | 23.35 | |
Chevron Corporation (CVX) | 0.2 | $292k | 2.7k | 107.69 | |
Texas Instruments Incorporated (TXN) | 0.2 | $296k | 8.8k | 33.64 | |
Medicis Pharmaceutical Corporation | 0.2 | $286k | 7.6k | 37.57 | |
Walt Disney Company (DIS) | 0.2 | $279k | 6.4k | 43.72 | |
Wells Fargo & Company (WFC) | 0.2 | $271k | 7.9k | 34.15 | |
T. Rowe Price (TROW) | 0.2 | $259k | 4.0k | 65.24 | |
Air Products & Chemicals (APD) | 0.2 | $265k | 2.9k | 91.70 | |
Buckeye Partners | 0.2 | $245k | 4.0k | 61.25 | |
iShares Russell 2000 Growth Index (IWO) | 0.2 | $249k | 2.6k | 95.44 | |
American Tower Reit (AMT) | 0.2 | $250k | 4.0k | 62.97 | |
3M Company (MMM) | 0.2 | $228k | 2.6k | 89.33 | |
Medtronic | 0.2 | $222k | 5.7k | 39.10 | |
Caterpillar (CAT) | 0.2 | $218k | 2.1k | 106.34 | |
Union Pacific Corporation (UNP) | 0.2 | $215k | 2.0k | 107.50 | |
E.I. du Pont de Nemours & Company | 0.2 | $212k | 4.0k | 53.00 | |
Target Corporation (TGT) | 0.2 | $211k | 3.6k | 58.17 | |
Gilead Sciences (GILD) | 0.2 | $200k | 4.1k | 48.90 | |
Financial Select Sector SPDR (XLF) | 0.1 | $158k | 10k | 15.80 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $92k | 2.0k | 46.00 |