Mercer Capital Advisers as of Sept. 30, 2017
Portfolio Holdings for Mercer Capital Advisers
Mercer Capital Advisers holds 250 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Johnson & Johnson (JNJ) | 6.9 | $9.3M | 72k | 130.01 | |
BERKSHIRE HATHAWAYS - CLASS B Common Stock cmn | 6.1 | $8.2M | 45k | 183.31 | |
Microsoft Corporation (MSFT) | 4.6 | $6.3M | 84k | 74.49 | |
Spdr S&p 500 Etf (SPY) | 4.6 | $6.2M | 25k | 251.25 | |
Apple (AAPL) | 4.6 | $6.2M | 40k | 154.13 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 4.4 | $5.9M | 71k | 83.81 | |
Procter & Gamble Company (PG) | 3.9 | $5.2M | 57k | 90.98 | |
Walt Disney Company (DIS) | 3.7 | $5.0M | 50k | 98.57 | |
Exxon Mobil Corporation (XOM) | 2.9 | $4.0M | 48k | 81.99 | |
Dowdupont | 2.7 | $3.6M | 52k | 69.23 | |
Wal-Mart Stores (WMT) | 2.5 | $3.4M | 44k | 78.14 | |
Coca-Cola Company (KO) | 2.5 | $3.3M | 74k | 45.01 | |
3M Company (MMM) | 2.3 | $3.1M | 15k | 209.89 | |
American Express Company (AXP) | 2.2 | $3.0M | 33k | 90.46 | |
Merck & Co (MRK) | 2.1 | $2.9M | 45k | 64.04 | |
Pepsi (PEP) | 1.8 | $2.5M | 22k | 111.46 | |
Diageo (DEO) | 1.7 | $2.3M | 18k | 132.11 | |
MasterCard Incorporated (MA) | 1.6 | $2.1M | 15k | 141.19 | |
Alphabet Inc Class A cs (GOOGL) | 1.3 | $1.8M | 1.8k | 973.87 | |
CSX Corporation (CSX) | 1.3 | $1.7M | 32k | 54.25 | |
Paychex (PAYX) | 1.2 | $1.7M | 28k | 59.95 | |
Chevron Corporation (CVX) | 1.2 | $1.6M | 14k | 117.51 | |
McDonald's Corporation (MCD) | 0.9 | $1.3M | 8.1k | 156.62 | |
International Business Machines (IBM) | 0.9 | $1.2M | 8.5k | 145.03 | |
New Jersey Resources Corporation (NJR) | 0.9 | $1.2M | 28k | 42.14 | |
Two Riv Ban | 0.8 | $1.1M | 55k | 19.82 | |
Boeing | 0.8 | $1.0M | 4.0k | 254.23 | |
OceanFirst Financial (OCFC) | 0.8 | $1.0M | 37k | 27.50 | |
Amgen (AMGN) | 0.7 | $966k | 5.2k | 186.38 | |
Graham Hldgs (GHC) | 0.7 | $972k | 1.7k | 584.84 | |
Intel Corporation (INTC) | 0.7 | $959k | 25k | 38.09 | |
Norfolk Southern (NSC) | 0.7 | $947k | 7.2k | 132.26 | |
Amazon (AMZN) | 0.7 | $947k | 985.00 | 961.42 | |
At&t (T) | 0.7 | $917k | 23k | 39.16 | |
Pfizer (PFE) | 0.7 | $877k | 25k | 35.69 | |
Berkshire Hathaway (BRK.A) | 0.6 | $824k | 3.00 | 274666.67 | |
Emerson Electric (EMR) | 0.6 | $774k | 12k | 62.88 | |
Philip Morris International (PM) | 0.6 | $755k | 6.8k | 111.06 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $725k | 7.6k | 95.56 | |
Cable One (CABO) | 0.5 | $693k | 959.00 | 722.63 | |
Starbucks Corporation (SBUX) | 0.5 | $674k | 13k | 53.68 | |
Alphabet Inc Class C cs (GOOG) | 0.5 | $676k | 705.00 | 958.87 | |
Citigroup (C) | 0.5 | $665k | 9.1k | 72.77 | |
Tor Dom Bk Cad (TD) | 0.5 | $637k | 11k | 56.25 | |
Waste Management (WM) | 0.5 | $611k | 7.8k | 78.33 | |
Fiserv (FI) | 0.5 | $606k | 4.7k | 128.94 | |
Verizon Communications (VZ) | 0.4 | $589k | 12k | 49.68 | |
Automatic Data Processing (ADP) | 0.4 | $565k | 5.2k | 109.26 | |
Colgate-Palmolive Company (CL) | 0.4 | $556k | 7.6k | 72.81 | |
Time Warner | 0.4 | $528k | 5.2k | 102.40 | |
Accenture Plc shs class a | 0.4 | $532k | 3.9k | 135.20 | |
General Electric Company | 0.4 | $514k | 21k | 24.18 | |
United Technologies Corporation | 0.4 | $517k | 4.5k | 116.00 | |
Novartis (NVS) | 0.4 | $480k | 5.6k | 85.87 | |
Honeywell International (HON) | 0.3 | $476k | 3.4k | 141.88 | |
Marsh & McLennan Companies (MMC) | 0.3 | $465k | 5.5k | 83.84 | |
Altria (MO) | 0.3 | $434k | 6.8k | 63.38 | |
Nextera Energy (NEE) | 0.3 | $432k | 3.0k | 146.44 | |
Liberty Global Inc Com Ser A | 0.3 | $432k | 13k | 33.91 | |
PPL Corporation (PPL) | 0.3 | $400k | 11k | 37.95 | |
EOG Resources (EOG) | 0.3 | $387k | 4.0k | 96.75 | |
Phillips 66 (PSX) | 0.3 | $395k | 4.3k | 91.69 | |
Walgreen Boots Alliance (WBA) | 0.3 | $373k | 4.8k | 77.18 | |
Bank of America Corporation (BAC) | 0.3 | $360k | 14k | 25.31 | |
SYSCO Corporation (SYY) | 0.3 | $363k | 6.7k | 53.91 | |
Rydex S&P Equal Weight ETF | 0.3 | $367k | 3.8k | 95.45 | |
Goldman Sachs (GS) | 0.3 | $348k | 1.5k | 237.38 | |
iShares Russell 2000 Index (IWM) | 0.2 | $336k | 2.3k | 148.28 | |
Dominion Resources (D) | 0.2 | $328k | 4.3k | 76.85 | |
FedEx Corporation (FDX) | 0.2 | $316k | 1.4k | 225.71 | |
ConocoPhillips (COP) | 0.2 | $310k | 6.2k | 50.11 | |
iShares Russell Midcap Index Fund (IWR) | 0.2 | $309k | 1.6k | 197.32 | |
Mondelez Int (MDLZ) | 0.2 | $300k | 7.4k | 40.66 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $282k | 4.4k | 64.22 | |
Jardine Matheson (JMHLY) | 0.2 | $277k | 4.4k | 63.31 | |
Home Depot (HD) | 0.2 | $274k | 1.7k | 163.10 | |
Natl Westminster Bk Plc Ser C 7.76% pref | 0.2 | $268k | 11k | 25.52 | |
Facebook Inc cl a (META) | 0.2 | $273k | 1.6k | 170.62 | |
Bristol Myers Squibb (BMY) | 0.2 | $254k | 4.0k | 63.66 | |
Stryker Corporation (SYK) | 0.2 | $256k | 1.8k | 142.22 | |
Enterprise Products Partners (EPD) | 0.2 | $252k | 9.7k | 26.07 | |
Oge Energy Corp (OGE) | 0.2 | $256k | 7.1k | 36.03 | |
Anadarko Petroleum Corporation | 0.2 | $237k | 4.9k | 48.87 | |
Celgene Corporation | 0.2 | $246k | 1.7k | 145.56 | |
Zoetis Inc Cl A (ZTS) | 0.2 | $222k | 3.5k | 63.88 | |
Blackstone | 0.1 | $200k | 6.0k | 33.33 | |
T. Rowe Price (TROW) | 0.1 | $199k | 2.2k | 90.45 | |
Marathon Petroleum Corp (MPC) | 0.1 | $207k | 3.7k | 56.07 | |
Level 3 Communications | 0.1 | $202k | 3.8k | 53.51 | |
Corning Incorporated (GLW) | 0.1 | $193k | 6.5k | 29.89 | |
Expeditors International of Washington (EXPD) | 0.1 | $192k | 3.2k | 60.00 | |
Union Pacific Corporation (UNP) | 0.1 | $187k | 1.6k | 115.72 | |
McKesson Corporation (MCK) | 0.1 | $184k | 1.2k | 153.97 | |
Hess (HES) | 0.1 | $190k | 4.1k | 46.91 | |
Chipotle Mexican Grill (CMG) | 0.1 | $183k | 595.00 | 307.56 | |
Bb&t | 0.1 | $192k | 4.1k | 46.85 | |
Microchip Technology (MCHP) | 0.1 | $180k | 2.0k | 90.00 | |
Nike (NKE) | 0.1 | $177k | 3.4k | 51.85 | |
SJW (SJW) | 0.1 | $170k | 3.0k | 56.67 | |
Potlatch Corporation (PCH) | 0.1 | $181k | 3.6k | 50.99 | |
Kraft Heinz (KHC) | 0.1 | $177k | 2.3k | 77.63 | |
Cisco Systems (CSCO) | 0.1 | $159k | 4.7k | 33.65 | |
Campbell Soup Company (CPB) | 0.1 | $158k | 3.4k | 46.77 | |
Manulife Finl Corp (MFC) | 0.1 | $162k | 8.0k | 20.25 | |
Valley National Ban (VLY) | 0.1 | $148k | 12k | 12.07 | |
Duke Energy (DUK) | 0.1 | $143k | 1.7k | 83.87 | |
Eli Lilly & Co. (LLY) | 0.1 | $137k | 1.6k | 85.62 | |
Visa (V) | 0.1 | $132k | 1.3k | 105.01 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $133k | 2.5k | 52.67 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $136k | 375.00 | 362.67 | |
Comcast Corporation (CMCSA) | 0.1 | $125k | 3.3k | 38.46 | |
CVS Caremark Corporation (CVS) | 0.1 | $122k | 1.5k | 81.33 | |
Alaska Air (ALK) | 0.1 | $116k | 1.5k | 76.07 | |
Cu Bancorp Calif | 0.1 | $120k | 3.1k | 38.71 | |
Nxp Semi-conductors - Submitte | 0.1 | $124k | 1.1k | 112.73 | |
Costco Wholesale Corporation (COST) | 0.1 | $113k | 688.00 | 164.24 | |
Deere & Company (DE) | 0.1 | $113k | 900.00 | 125.56 | |
Praxair | 0.1 | $106k | 755.00 | 140.40 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $114k | 1.7k | 68.43 | |
Ctrip.com International | 0.1 | $105k | 2.0k | 52.50 | |
Unilever (UL) | 0.1 | $113k | 2.0k | 57.95 | |
Oneok (OKE) | 0.1 | $110k | 2.0k | 55.58 | |
Royal Dutch Shell Plc spons adr a | 0.1 | $102k | 1.7k | 60.90 | |
BP (BP) | 0.1 | $89k | 2.3k | 38.23 | |
HSBC Holdings (HSBC) | 0.1 | $89k | 1.8k | 49.23 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $94k | 800.00 | 117.50 | |
Raytheon Company | 0.1 | $94k | 501.00 | 187.62 | |
Lowe's Companies (LOW) | 0.1 | $96k | 1.2k | 80.00 | |
Marriott International (MAR) | 0.1 | $88k | 800.00 | 110.00 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $101k | 1.1k | 93.87 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.1 | $96k | 1.3k | 72.13 | |
Belmond | 0.1 | $96k | 7.0k | 13.71 | |
Paypal Holdings (PYPL) | 0.1 | $96k | 1.5k | 64.00 | |
Consolidated Edison (ED) | 0.1 | $86k | 1.1k | 80.37 | |
Wells Fargo & Company (WFC) | 0.1 | $85k | 1.5k | 55.34 | |
General Dynamics Corporation (GD) | 0.1 | $83k | 403.00 | 205.96 | |
Clorox Company (CLX) | 0.1 | $85k | 646.00 | 131.58 | |
Hain Celestial (HAIN) | 0.1 | $76k | 1.9k | 41.08 | |
Nuveen Muni Value Fund (NUV) | 0.1 | $77k | 7.5k | 10.27 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $71k | 975.00 | 72.82 | |
Apache Corporation | 0.1 | $68k | 1.5k | 45.76 | |
Lockheed Martin Corporation (LMT) | 0.1 | $70k | 225.00 | 311.11 | |
Schlumberger (SLB) | 0.1 | $65k | 937.00 | 69.37 | |
Dover Corporation (DOV) | 0.1 | $64k | 704.00 | 90.91 | |
Cedar Fair | 0.1 | $74k | 1.2k | 64.35 | |
Hsbc Hldgs Plc adr a 1/40pf a | 0.1 | $66k | 2.5k | 26.40 | |
Pentair cs (PNR) | 0.1 | $71k | 1.1k | 67.62 | |
Cdk Global Inc equities | 0.1 | $64k | 1.0k | 63.49 | |
Welltower Inc Com reit (WELL) | 0.1 | $70k | 1.0k | 70.00 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $53k | 1.0k | 53.00 | |
Travelers Companies (TRV) | 0.0 | $50k | 412.00 | 121.36 | |
Vulcan Materials Company (VMC) | 0.0 | $60k | 500.00 | 120.00 | |
Yum! Brands (YUM) | 0.0 | $49k | 666.00 | 73.57 | |
General Mills (GIS) | 0.0 | $57k | 1.1k | 51.82 | |
American States Water Company (AWR) | 0.0 | $49k | 1.0k | 49.00 | |
American Water Works (AWK) | 0.0 | $58k | 719.00 | 80.67 | |
iShares S&P Global Clean Energy Index (ICLN) | 0.0 | $58k | 6.5k | 8.92 | |
Wp Carey (WPC) | 0.0 | $52k | 775.00 | 67.10 | |
Solaredge Technologies (SEDG) | 0.0 | $54k | 1.9k | 28.42 | |
Crown Holdings (CCK) | 0.0 | $36k | 600.00 | 60.00 | |
Northern Trust Corporation (NTRS) | 0.0 | $37k | 400.00 | 92.50 | |
Stanley Black & Decker (SWK) | 0.0 | $45k | 300.00 | 150.00 | |
Harley-Davidson (HOG) | 0.0 | $43k | 900.00 | 47.78 | |
Parker-Hannifin Corporation (PH) | 0.0 | $47k | 266.00 | 176.69 | |
Texas Instruments Incorporated (TXN) | 0.0 | $45k | 500.00 | 90.00 | |
Williams Companies (WMB) | 0.0 | $36k | 1.2k | 30.00 | |
TJX Companies (TJX) | 0.0 | $37k | 500.00 | 74.00 | |
Illinois Tool Works (ITW) | 0.0 | $44k | 300.00 | 146.67 | |
Public Service Enterprise (PEG) | 0.0 | $38k | 830.00 | 45.78 | |
Marathon Oil Corporation (MRO) | 0.0 | $43k | 3.2k | 13.47 | |
California Water Service (CWT) | 0.0 | $38k | 1.0k | 38.00 | |
National Fuel Gas (NFG) | 0.0 | $34k | 600.00 | 56.67 | |
Kinder Morgan (KMI) | 0.0 | $41k | 2.2k | 19.04 | |
Xylem (XYL) | 0.0 | $47k | 750.00 | 62.67 | |
Liberty Global Inc C | 0.0 | $44k | 1.4k | 32.59 | |
Monsanto Company | 0.0 | $22k | 184.00 | 119.57 | |
Laboratory Corp. of America Holdings | 0.0 | $22k | 144.00 | 152.78 | |
National-Oilwell Var | 0.0 | $25k | 700.00 | 35.71 | |
Henry Schein (HSIC) | 0.0 | $25k | 300.00 | 83.33 | |
First Industrial Realty Trust (FR) | 0.0 | $21k | 700.00 | 30.00 | |
Oracle Corporation (ORCL) | 0.0 | $24k | 500.00 | 48.00 | |
Baidu (BIDU) | 0.0 | $25k | 100.00 | 250.00 | |
NuStar Energy | 0.0 | $32k | 800.00 | 40.00 | |
Rbc Cad (RY) | 0.0 | $33k | 427.00 | 77.28 | |
Udr (UDR) | 0.0 | $33k | 864.00 | 38.19 | |
iShares S&P Global Healthcare Sect. (IXJ) | 0.0 | $22k | 200.00 | 110.00 | |
Abbvie (ABBV) | 0.0 | $31k | 349.00 | 88.83 | |
Vodafone Group New Adr F (VOD) | 0.0 | $27k | 953.00 | 28.33 | |
Yum China Holdings (YUMC) | 0.0 | $27k | 666.00 | 40.54 | |
Diamond Offshore Drilling | 0.0 | $7.0k | 501.00 | 13.97 | |
People's United Financial | 0.0 | $11k | 630.00 | 17.46 | |
Caterpillar (CAT) | 0.0 | $19k | 150.00 | 126.67 | |
Abbott Laboratories (ABT) | 0.0 | $19k | 349.00 | 54.44 | |
Baxter International (BAX) | 0.0 | $13k | 200.00 | 65.00 | |
Carter's (CRI) | 0.0 | $20k | 200.00 | 100.00 | |
Cullen/Frost Bankers (CFR) | 0.0 | $17k | 175.00 | 97.14 | |
Electronic Arts (EA) | 0.0 | $12k | 100.00 | 120.00 | |
Western Digital (WDC) | 0.0 | $17k | 200.00 | 85.00 | |
Hanesbrands (HBI) | 0.0 | $10k | 400.00 | 25.00 | |
Masco Corporation (MAS) | 0.0 | $12k | 300.00 | 40.00 | |
Eastman Chemical Company (EMN) | 0.0 | $9.0k | 104.00 | 86.54 | |
AstraZeneca (AZN) | 0.0 | $10k | 300.00 | 33.33 | |
Rockwell Collins | 0.0 | $8.0k | 62.00 | 129.03 | |
Valero Energy Corporation (VLO) | 0.0 | $15k | 200.00 | 75.00 | |
Potash Corp. Of Saskatchewan I | 0.0 | $8.0k | 400.00 | 20.00 | |
GlaxoSmithKline | 0.0 | $16k | 400.00 | 40.00 | |
Halliburton Company (HAL) | 0.0 | $9.0k | 200.00 | 45.00 | |
Royal Dutch Shell | 0.0 | $13k | 200.00 | 65.00 | |
Weyerhaeuser Company (WY) | 0.0 | $16k | 480.00 | 33.33 | |
Ford Motor Company (F) | 0.0 | $15k | 1.2k | 12.12 | |
Canadian Natural Resources (CNQ) | 0.0 | $20k | 600.00 | 33.33 | |
Southern Company (SO) | 0.0 | $10k | 200.00 | 50.00 | |
ConAgra Foods (CAG) | 0.0 | $17k | 500.00 | 34.00 | |
Umpqua Holdings Corporation | 0.0 | $12k | 634.00 | 18.93 | |
Zimmer Holdings (ZBH) | 0.0 | $9.0k | 80.00 | 112.50 | |
Under Armour (UAA) | 0.0 | $8.0k | 500.00 | 16.00 | |
Enbridge (ENB) | 0.0 | $19k | 460.00 | 41.30 | |
AllianceBernstein Holding (AB) | 0.0 | $7.0k | 300.00 | 23.33 | |
Atmos Energy Corporation (ATO) | 0.0 | $17k | 200.00 | 85.00 | |
BHP Billiton (BHP) | 0.0 | $8.0k | 200.00 | 40.00 | |
Hormel Foods Corporation (HRL) | 0.0 | $13k | 400.00 | 32.50 | |
Southwest Airlines (LUV) | 0.0 | $11k | 200.00 | 55.00 | |
Omega Healthcare Investors (OHI) | 0.0 | $10k | 300.00 | 33.33 | |
Centene Corporation (CNC) | 0.0 | $10k | 100.00 | 100.00 | |
Aqua America | 0.0 | $8.0k | 250.00 | 32.00 | |
Brookdale Senior Living (BKD) | 0.0 | $11k | 1.0k | 11.00 | |
Esterline Technologies Corporation | 0.0 | $9.0k | 100.00 | 90.00 | |
WD-40 Company (WDFC) | 0.0 | $14k | 121.00 | 115.70 | |
Rayonier (RYN) | 0.0 | $10k | 337.00 | 29.67 | |
Financial Select Sector SPDR (XLF) | 0.0 | $7.0k | 275.00 | 25.45 | |
Dollar General (DG) | 0.0 | $16k | 200.00 | 80.00 | |
Tesla Motors (TSLA) | 0.0 | $10k | 30.00 | 333.33 | |
PowerShares Water Resources | 0.0 | $14k | 500.00 | 28.00 | |
Wendy's/arby's Group (WEN) | 0.0 | $8.0k | 500.00 | 16.00 | |
One Gas (OGS) | 0.0 | $11k | 150.00 | 73.33 | |
Gramercy Property Trust | 0.0 | $8.0k | 265.00 | 30.19 | |
Chubb (CB) | 0.0 | $9.0k | 60.00 | 150.00 | |
Under Armour Inc Cl C (UA) | 0.0 | $7.0k | 436.00 | 16.06 | |
Line Corp- | 0.0 | $7.0k | 200.00 | 35.00 | |
Legg Mason | 0.0 | $4.0k | 100.00 | 40.00 | |
J.C. Penney Company | 0.0 | $999.000000 | 300.00 | 3.33 | |
Transocean (RIG) | 0.0 | $5.0k | 500.00 | 10.00 | |
Ciena Corporation (CIEN) | 0.0 | $2.0k | 100.00 | 20.00 | |
Rocky Mountain Chocolate Factory | 0.0 | $6.0k | 500.00 | 12.00 | |
Twenty-first Century Fox | 0.0 | $5.0k | 200.00 | 25.00 | |
Time | 0.0 | $5.0k | 382.00 | 13.09 | |
Pjt Partners (PJT) | 0.0 | $3.0k | 75.00 | 40.00 | |
Real Estate Select Sect Spdr (XLRE) | 0.0 | $1.0k | 38.00 | 26.32 | |
Advansix (ASIX) | 0.0 | $5.0k | 126.00 | 39.68 | |
Snap Inc cl a (SNAP) | 0.0 | $3.0k | 200.00 | 15.00 |