McHugh Group as of Dec. 31, 2024
Portfolio Holdings for McHugh Group
McHugh Group holds 68 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.8 | $17M | 127k | 134.29 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 11.7 | $16M | 27k | 586.10 | |
| Microsoft Corporation (MSFT) | 8.2 | $11M | 26k | 421.50 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.9 | $11M | 24k | 453.28 | |
| Apple (AAPL) | 6.8 | $9.1M | 36k | 250.42 | |
| Visa Com Cl A (V) | 6.2 | $8.3M | 26k | 316.04 | |
| Mastercard Incorporated Cl A (MA) | 5.1 | $6.8M | 13k | 526.59 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.7 | $4.9M | 28k | 175.24 | |
| Amazon (AMZN) | 3.4 | $4.6M | 21k | 219.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $3.1M | 17k | 189.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $2.9M | 15k | 190.44 | |
| Spdr Ser Tr Portfolio S&p500 (SPYM) | 2.0 | $2.7M | 39k | 69.37 | |
| Select Sector Spdr Tr Technology (XLK) | 1.7 | $2.3M | 9.9k | 232.52 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.5 | $2.1M | 8.5k | 242.13 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 1.5 | $2.0M | 1.7k | 1194.31 | |
| Broadcom (AVGO) | 1.5 | $1.9M | 8.4k | 231.84 | |
| McDonald's Corporation (MCD) | 1.3 | $1.8M | 6.1k | 289.90 | |
| Progressive Corporation (PGR) | 1.3 | $1.7M | 7.2k | 239.63 | |
| TransDigm Group Incorporated (TDG) | 1.0 | $1.3M | 1.0k | 1267.28 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $1.2M | 5.0k | 239.71 | |
| Oracle Corporation (ORCL) | 0.9 | $1.2M | 7.1k | 166.64 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $1.2M | 2.0k | 588.66 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $1.2M | 2.3k | 511.38 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $1.0M | 10k | 101.53 | |
| Occidental Petroleum Corporation (OXY) | 0.7 | $938k | 19k | 49.41 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $870k | 6.3k | 137.56 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.6 | $869k | 4.0k | 215.49 | |
| Micron Technology (MU) | 0.6 | $859k | 10k | 84.16 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.6 | $797k | 3.6k | 224.35 | |
| salesforce (CRM) | 0.5 | $685k | 2.1k | 334.33 | |
| Home Depot (HD) | 0.5 | $679k | 1.7k | 388.99 | |
| Linde SHS (LIN) | 0.5 | $618k | 1.5k | 418.67 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $605k | 3.1k | 197.49 | |
| Johnson & Johnson (JNJ) | 0.4 | $591k | 4.1k | 144.62 | |
| Meta Platforms Cl A (META) | 0.4 | $583k | 995.00 | 585.51 | |
| Constellation Energy (CEG) | 0.4 | $537k | 2.4k | 223.71 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $523k | 970.00 | 538.81 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $522k | 1.8k | 289.81 | |
| Procter & Gamble Company (PG) | 0.4 | $517k | 3.1k | 167.65 | |
| Bank of America Corporation (BAC) | 0.4 | $509k | 12k | 43.95 | |
| Boeing Company (BA) | 0.4 | $474k | 2.7k | 177.00 | |
| Nextera Energy (NEE) | 0.3 | $443k | 6.2k | 71.69 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $433k | 890.00 | 485.94 | |
| Chevron Corporation (CVX) | 0.3 | $395k | 2.7k | 144.84 | |
| Marvell Technology (MRVL) | 0.3 | $345k | 3.1k | 110.45 | |
| Wal-Mart Stores (WMT) | 0.2 | $334k | 3.7k | 90.35 | |
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $295k | 6.1k | 48.33 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $287k | 1.5k | 190.88 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $284k | 1.5k | 195.83 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $281k | 4.7k | 60.50 | |
| Pepsi (PEP) | 0.2 | $277k | 1.8k | 152.06 | |
| Danaher Corporation (DHR) | 0.2 | $264k | 1.2k | 229.55 | |
| Nxp Semiconductors N V (NXPI) | 0.2 | $264k | 1.3k | 207.85 | |
| Palo Alto Networks (PANW) | 0.2 | $262k | 1.4k | 181.96 | |
| Monolithic Power Systems (MPWR) | 0.2 | $252k | 425.00 | 591.70 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $241k | 1.3k | 186.70 | |
| Goldman Sachs (GS) | 0.2 | $229k | 400.00 | 572.62 | |
| Ishares Tr Morningstar Grwt (ILCG) | 0.2 | $227k | 2.5k | 89.60 | |
| International Business Machines (IBM) | 0.2 | $226k | 1.0k | 219.83 | |
| Msci (MSCI) | 0.2 | $225k | 375.00 | 600.01 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $218k | 315.00 | 693.08 | |
| Block Cl A (XYZ) | 0.2 | $217k | 2.6k | 84.99 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $213k | 6.8k | 31.44 | |
| Eaton Corp SHS (ETN) | 0.2 | $206k | 620.00 | 331.87 | |
| Sherwin-Williams Company (SHW) | 0.2 | $204k | 600.00 | 339.93 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $202k | 2.1k | 96.90 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $201k | 500.00 | 402.70 | |
| Northwest Bancshares (NWBI) | 0.1 | $189k | 14k | 13.19 |