Gamble Jones Investment Counsel as of Dec. 31, 2021
Portfolio Holdings for Gamble Jones Investment Counsel
Gamble Jones Investment Counsel holds 214 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Procter & Gamble Company (PG) | 26.3 | $445M | 2.7M | 163.58 | |
Apple (AAPL) | 5.7 | $97M | 544k | 177.57 | |
Microsoft Corporation (MSFT) | 5.5 | $93M | 277k | 336.32 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $49M | 17k | 2897.01 | |
Amazon (AMZN) | 2.8 | $47M | 14k | 3334.22 | |
Texas Instruments Incorporated (TXN) | 2.1 | $36M | 190k | 188.47 | |
Abbott Laboratories (ABT) | 1.9 | $33M | 232k | 140.74 | |
Alphabet Cap Stk Cl C (GOOG) | 1.9 | $32M | 11k | 2893.42 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.9 | $32M | 375k | 84.75 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $29M | 98k | 299.00 | |
Johnson & Johnson (JNJ) | 1.5 | $26M | 151k | 171.07 | |
Cisco Systems (CSCO) | 1.3 | $22M | 353k | 63.37 | |
Gold Tr Ishares New (IAU) | 1.2 | $21M | 597k | 34.81 | |
Ishares Tr Barclays 7 10 Yr (IEF) | 1.2 | $20M | 175k | 115.00 | |
Walt Disney Company (DIS) | 1.1 | $19M | 125k | 154.89 | |
Workday Cl A (WDAY) | 1.1 | $19M | 71k | 273.18 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 1.1 | $19M | 169k | 112.11 | |
Mastercard Incorporated Cl A (MA) | 1.1 | $19M | 53k | 359.32 | |
Pepsi (PEP) | 1.1 | $18M | 105k | 173.71 | |
Visa Com Cl A (V) | 1.1 | $18M | 84k | 216.71 | |
Kkr & Co (KKR) | 1.1 | $18M | 240k | 74.50 | |
McDonald's Corporation (MCD) | 1.0 | $17M | 62k | 268.06 | |
Pfizer (PFE) | 0.9 | $15M | 251k | 59.05 | |
Abbvie (ABBV) | 0.9 | $15M | 109k | 135.40 | |
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.9 | $14M | 304k | 47.34 | |
Autodesk (ADSK) | 0.8 | $14M | 50k | 281.19 | |
3M Company (MMM) | 0.8 | $14M | 77k | 177.63 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.8 | $13M | 162k | 81.26 | |
Novartis Sponsored Adr (NVS) | 0.8 | $13M | 148k | 87.47 | |
Raytheon Technologies Corp (RTX) | 0.8 | $13M | 148k | 86.06 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $13M | 200k | 63.57 | |
Verizon Communications (VZ) | 0.7 | $13M | 242k | 51.96 | |
Chevron Corporation (CVX) | 0.7 | $12M | 104k | 117.36 | |
Ishares Tr Short Treas Bd (SHV) | 0.7 | $12M | 107k | 110.42 | |
Union Pacific Corporation (UNP) | 0.7 | $11M | 44k | 251.93 | |
Etsy (ETSY) | 0.7 | $11M | 51k | 218.95 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $11M | 124k | 85.54 | |
Costco Wholesale Corporation (COST) | 0.6 | $10M | 18k | 567.73 | |
American Tower Reit (AMT) | 0.6 | $9.6M | 33k | 292.49 | |
Amgen (AMGN) | 0.6 | $9.4M | 42k | 224.98 | |
Moody's Corporation (MCO) | 0.6 | $9.4M | 24k | 390.58 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $9.3M | 54k | 171.74 | |
BlackRock (BLK) | 0.5 | $9.1M | 9.9k | 915.54 | |
Cyberark Software SHS (CYBR) | 0.5 | $8.8M | 51k | 173.28 | |
Epam Systems (EPAM) | 0.5 | $8.2M | 12k | 668.44 | |
Deere & Company (DE) | 0.5 | $7.9M | 23k | 342.88 | |
Roku Com Cl A (ROKU) | 0.5 | $7.8M | 34k | 228.21 | |
Vanguard World Fds Utilities Etf (VPU) | 0.5 | $7.7M | 49k | 156.39 | |
Paypal Holdings (PYPL) | 0.4 | $7.5M | 40k | 188.58 | |
Avalara | 0.4 | $7.3M | 57k | 129.11 | |
Spotify Technology S A SHS (SPOT) | 0.4 | $7.2M | 31k | 234.04 | |
Diageo Spon Adr New (DEO) | 0.4 | $7.1M | 32k | 220.15 | |
Home Depot (HD) | 0.4 | $7.0M | 17k | 415.03 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $6.9M | 17k | 397.86 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $6.8M | 28k | 241.45 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $6.8M | 43k | 158.35 | |
Cummins (CMI) | 0.4 | $6.1M | 28k | 218.14 | |
Norfolk Southern (NSC) | 0.4 | $6.0M | 20k | 297.69 | |
Meta Platforms Cl A (META) | 0.4 | $6.0M | 18k | 336.33 | |
Intel Corporation (INTC) | 0.4 | $6.0M | 116k | 51.50 | |
Emerson Electric (EMR) | 0.3 | $5.8M | 63k | 92.97 | |
Nike CL B (NKE) | 0.3 | $5.8M | 35k | 166.68 | |
UnitedHealth (UNH) | 0.3 | $5.6M | 11k | 502.16 | |
Exxon Mobil Corporation (XOM) | 0.3 | $5.6M | 91k | 61.20 | |
Bristol Myers Squibb (BMY) | 0.3 | $5.0M | 81k | 62.34 | |
Honeywell International (HON) | 0.3 | $4.8M | 23k | 208.53 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $4.6M | 9.8k | 474.96 | |
Lowe's Companies (LOW) | 0.2 | $4.1M | 16k | 258.48 | |
Wal-Mart Stores (WMT) | 0.2 | $4.0M | 28k | 144.68 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $3.8M | 15k | 254.75 | |
Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.2 | $3.7M | 21k | 173.74 | |
Eli Lilly & Co. (LLY) | 0.2 | $3.6M | 13k | 276.22 | |
Linde SHS | 0.2 | $3.6M | 10k | 346.44 | |
Smucker J M Com New (SJM) | 0.2 | $3.6M | 26k | 135.82 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $3.4M | 7.1k | 477.02 | |
Becton, Dickinson and (BDX) | 0.2 | $3.3M | 13k | 251.47 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $3.2M | 28k | 116.01 | |
SYSCO Corporation (SYY) | 0.2 | $3.2M | 41k | 78.55 | |
Coca-Cola Company (KO) | 0.2 | $2.7M | 45k | 59.20 | |
Fastenal Company (FAST) | 0.1 | $2.5M | 39k | 64.05 | |
Ross Stores (ROST) | 0.1 | $2.4M | 21k | 114.30 | |
United Parcel Service CL B (UPS) | 0.1 | $2.4M | 11k | 214.37 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $2.2M | 16k | 142.95 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $2.2M | 34k | 65.86 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $2.2M | 6.1k | 363.31 | |
Automatic Data Processing (ADP) | 0.1 | $2.2M | 8.8k | 246.60 | |
Fiserv (FI) | 0.1 | $2.1M | 20k | 103.79 | |
Tesla Motors (TSLA) | 0.1 | $2.0M | 1.9k | 1056.99 | |
Clorox Company (CLX) | 0.1 | $2.0M | 12k | 174.37 | |
International Business Machines (IBM) | 0.1 | $2.0M | 15k | 133.65 | |
Philip Morris International (PM) | 0.1 | $1.9M | 21k | 95.01 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $1.9M | 29k | 66.32 | |
American Express Company (AXP) | 0.1 | $1.9M | 12k | 163.57 | |
Charles Schwab Corporation (SCHW) | 0.1 | $1.9M | 22k | 84.09 | |
Oracle Corporation (ORCL) | 0.1 | $1.7M | 20k | 87.22 | |
Caterpillar (CAT) | 0.1 | $1.6M | 8.0k | 206.70 | |
TJX Companies (TJX) | 0.1 | $1.6M | 22k | 75.93 | |
T. Rowe Price (TROW) | 0.1 | $1.6M | 8.3k | 196.61 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.6M | 20k | 80.82 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.6M | 12k | 129.20 | |
Altria (MO) | 0.1 | $1.6M | 33k | 47.40 | |
Unilever Spon Adr New (UL) | 0.1 | $1.5M | 28k | 53.79 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.5M | 17k | 85.37 | |
Ecolab (ECL) | 0.1 | $1.4M | 6.1k | 234.66 | |
Illinois Tool Works (ITW) | 0.1 | $1.4M | 5.8k | 246.79 | |
Boeing Company (BA) | 0.1 | $1.3M | 6.7k | 201.29 | |
Northrop Grumman Corporation (NOC) | 0.1 | $1.3M | 3.4k | 387.12 | |
Genuine Parts Company (GPC) | 0.1 | $1.3M | 9.4k | 140.17 | |
Wells Fargo & Company (WFC) | 0.1 | $1.3M | 27k | 47.98 | |
Danaher Corporation (DHR) | 0.1 | $1.2M | 3.8k | 328.91 | |
Ishares Tr National Mun Etf (MUB) | 0.1 | $1.2M | 10k | 116.25 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $1.2M | 29k | 41.19 | |
Markel Corporation (MKL) | 0.1 | $1.1M | 915.00 | 1233.88 | |
CVB Financial (CVBF) | 0.1 | $1.1M | 51k | 21.41 | |
Hershey Company (HSY) | 0.1 | $1.1M | 5.6k | 193.39 | |
Vaneck Etf Trust Biotech Etf (BBH) | 0.1 | $1.1M | 5.7k | 189.30 | |
Bank of America Corporation (BAC) | 0.1 | $1.1M | 24k | 44.48 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.1M | 4.8k | 226.00 | |
Target Corporation (TGT) | 0.1 | $1.0M | 4.5k | 231.42 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.0M | 4.6k | 222.34 | |
Merck & Co (MRK) | 0.1 | $981k | 13k | 76.65 | |
Medtronic SHS (MDT) | 0.1 | $961k | 9.3k | 103.48 | |
Humana (HUM) | 0.1 | $928k | 2.0k | 464.00 | |
American Electric Power Company (AEP) | 0.1 | $919k | 10k | 89.01 | |
Starbucks Corporation (SBUX) | 0.1 | $911k | 7.8k | 116.97 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $901k | 2.00 | 450500.00 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $883k | 4.9k | 178.85 | |
Canadian Pacific Railway | 0.0 | $845k | 12k | 71.91 | |
Nextera Energy (NEE) | 0.0 | $839k | 9.0k | 93.40 | |
Qualcomm (QCOM) | 0.0 | $807k | 4.4k | 182.87 | |
Zimmer Holdings (ZBH) | 0.0 | $805k | 6.3k | 126.97 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $798k | 2.8k | 281.88 | |
Dupont De Nemours (DD) | 0.0 | $775k | 9.6k | 80.80 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $775k | 12k | 62.88 | |
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $759k | 49k | 15.64 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $719k | 1.4k | 518.01 | |
ConocoPhillips (COP) | 0.0 | $703k | 9.7k | 72.14 | |
FedEx Corporation (FDX) | 0.0 | $692k | 2.7k | 258.50 | |
NVR (NVR) | 0.0 | $680k | 115.00 | 5913.04 | |
United Rentals (URI) | 0.0 | $665k | 2.0k | 332.50 | |
Lockheed Martin Corporation (LMT) | 0.0 | $661k | 1.9k | 355.38 | |
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $640k | 7.9k | 81.50 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $626k | 2.2k | 283.26 | |
General Mills (GIS) | 0.0 | $622k | 9.2k | 67.43 | |
Trane Technologies SHS (TT) | 0.0 | $615k | 3.0k | 201.97 | |
salesforce (CRM) | 0.0 | $614k | 2.4k | 254.24 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $614k | 12k | 49.43 | |
Progressive Corporation (PGR) | 0.0 | $598k | 5.8k | 102.66 | |
Eaton Corp SHS (ETN) | 0.0 | $587k | 3.4k | 172.90 | |
Teledyne Technologies Incorporated (TDY) | 0.0 | $580k | 1.3k | 436.75 | |
Realty Income (O) | 0.0 | $555k | 7.8k | 71.53 | |
Applied Materials (AMAT) | 0.0 | $551k | 3.5k | 157.43 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $550k | 11k | 51.05 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $545k | 6.2k | 87.66 | |
CarMax (KMX) | 0.0 | $536k | 4.1k | 130.29 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $535k | 11k | 48.81 | |
Cigna Corp (CI) | 0.0 | $523k | 2.3k | 229.79 | |
Microchip Technology (MCHP) | 0.0 | $522k | 6.0k | 87.00 | |
Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $517k | 3.1k | 166.29 | |
State Street Corporation (STT) | 0.0 | $512k | 5.5k | 93.09 | |
Paychex (PAYX) | 0.0 | $496k | 3.6k | 136.41 | |
Glaxosmithkline Sponsored Adr | 0.0 | $473k | 11k | 44.13 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $473k | 6.2k | 76.41 | |
Copart (CPRT) | 0.0 | $470k | 3.1k | 151.61 | |
CSX Corporation (CSX) | 0.0 | $469k | 13k | 37.60 | |
Pimco CA Municipal Income Fund (PCQ) | 0.0 | $465k | 25k | 18.60 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $456k | 3.0k | 150.35 | |
General Electric Com New (GE) | 0.0 | $450k | 4.8k | 94.56 | |
Essential Utils (WTRG) | 0.0 | $439k | 8.2k | 53.75 | |
Illumina (ILMN) | 0.0 | $438k | 1.2k | 380.87 | |
C H Robinson Worldwide Com New (CHRW) | 0.0 | $431k | 4.0k | 107.75 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $410k | 1.1k | 359.65 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $407k | 10k | 39.42 | |
Hannon Armstrong (HASI) | 0.0 | $393k | 7.4k | 53.07 | |
Paccar (PCAR) | 0.0 | $372k | 4.2k | 88.26 | |
Campbell Soup Company (CPB) | 0.0 | $369k | 8.5k | 43.41 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $366k | 4.4k | 83.01 | |
Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $349k | 22k | 15.83 | |
Alliant Energy Corporation (LNT) | 0.0 | $344k | 5.6k | 61.43 | |
Mettler-Toledo International (MTD) | 0.0 | $339k | 200.00 | 1695.00 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $332k | 4.0k | 83.59 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $331k | 2.8k | 120.36 | |
Corteva (CTVA) | 0.0 | $329k | 7.0k | 47.33 | |
Dow (DOW) | 0.0 | $327k | 5.8k | 56.76 | |
Rayonier (RYN) | 0.0 | $310k | 7.7k | 40.35 | |
Viatris (VTRS) | 0.0 | $309k | 23k | 13.54 | |
Citigroup Com New (C) | 0.0 | $303k | 5.0k | 60.48 | |
Carrier Global Corporation (CARR) | 0.0 | $299k | 5.5k | 54.24 | |
Capital One Financial (COF) | 0.0 | $290k | 2.0k | 145.00 | |
Madison Square Grdn Entertnm Cl A (SPHR) | 0.0 | $288k | 4.1k | 70.31 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $283k | 355.00 | 797.18 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $282k | 3.0k | 92.76 | |
NetApp (NTAP) | 0.0 | $276k | 3.0k | 92.00 | |
Southern Company (SO) | 0.0 | $270k | 3.9k | 68.67 | |
Phillips 66 (PSX) | 0.0 | $252k | 3.5k | 72.58 | |
Newmont Mining Corporation (NEM) | 0.0 | $251k | 4.0k | 62.02 | |
Laboratory Corp Amer Hldgs Com New | 0.0 | $239k | 761.00 | 314.06 | |
Us Bancorp Del Com New (USB) | 0.0 | $233k | 4.2k | 56.13 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $223k | 1.4k | 163.01 | |
Pimco CA Muni. Income Fund III (PZC) | 0.0 | $222k | 20k | 11.10 | |
AFLAC Incorporated (AFL) | 0.0 | $221k | 3.8k | 58.31 | |
Hartford Financial Services (HIG) | 0.0 | $219k | 3.2k | 69.09 | |
Otis Worldwide Corp (OTIS) | 0.0 | $219k | 2.5k | 87.01 | |
At&t (T) | 0.0 | $218k | 8.9k | 24.63 | |
Waste Management (WM) | 0.0 | $217k | 1.3k | 166.92 | |
Gilead Sciences (GILD) | 0.0 | $217k | 3.0k | 72.65 | |
Walgreen Boots Alliance (WBA) | 0.0 | $211k | 4.0k | 52.28 | |
Electronic Arts (EA) | 0.0 | $201k | 1.5k | 131.80 | |
Pimco CA Muni. Income Fund II (PCK) | 0.0 | $187k | 20k | 9.35 | |
Pimco Municipal Income Fund (PMF) | 0.0 | $152k | 10k | 15.20 | |
Nuveen California Muni Vlu F Com Stk (NCA) | 0.0 | $140k | 14k | 10.13 | |
Pimco Municipal Income Fund III (PMX) | 0.0 | $128k | 10k | 12.80 | |
Sandstorm Gold Com New (SAND) | 0.0 | $95k | 15k | 6.23 | |
ZIOPHARM Oncology | 0.0 | $66k | 61k | 1.08 |