Mercer Capital Advisers as of March 31, 2017
Portfolio Holdings for Mercer Capital Advisers
Mercer Capital Advisers holds 267 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Johnson & Johnson (JNJ) | 7.2 | $9.4M | 76k | 124.55 | |
BERKSHIRE HATHAWAYS - CLASS B Common Stock cmn | 5.7 | $7.4M | 45k | 166.67 | |
Spdr S&p 500 Etf (SPY) | 4.5 | $5.9M | 25k | 235.75 | |
Apple (AAPL) | 4.4 | $5.7M | 40k | 143.66 | |
Walt Disney Company (DIS) | 4.4 | $5.7M | 50k | 113.38 | |
Microsoft Corporation (MSFT) | 4.3 | $5.6M | 85k | 65.86 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 4.1 | $5.4M | 70k | 76.77 | |
Procter & Gamble Company (PG) | 4.0 | $5.2M | 58k | 89.86 | |
Exxon Mobil Corporation (XOM) | 3.9 | $5.1M | 62k | 82.01 | |
Dow Chemical Company | 2.5 | $3.3M | 52k | 63.53 | |
Coca-Cola Company (KO) | 2.4 | $3.2M | 74k | 42.44 | |
Wal-Mart Stores (WMT) | 2.4 | $3.1M | 43k | 72.07 | |
3M Company (MMM) | 2.3 | $2.9M | 15k | 191.32 | |
Merck & Co (MRK) | 2.2 | $2.9M | 45k | 63.54 | |
American Express Company (AXP) | 2.0 | $2.7M | 34k | 79.11 | |
Pepsi (PEP) | 1.9 | $2.5M | 22k | 111.85 | |
Diageo (DEO) | 1.5 | $2.0M | 17k | 115.60 | |
MasterCard Incorporated (MA) | 1.3 | $1.7M | 15k | 112.46 | |
Paychex (PAYX) | 1.2 | $1.6M | 28k | 58.90 | |
Chevron Corporation (CVX) | 1.2 | $1.6M | 14k | 107.39 | |
International Business Machines (IBM) | 1.2 | $1.5M | 8.7k | 174.13 | |
Alphabet Inc Class A cs (GOOGL) | 1.2 | $1.5M | 1.8k | 847.66 | |
CSX Corporation (CSX) | 1.1 | $1.5M | 32k | 46.54 | |
New Jersey Resources Corporation (NJR) | 0.8 | $1.1M | 28k | 39.59 | |
McDonald's Corporation (MCD) | 0.8 | $1.1M | 8.2k | 129.59 | |
Graham Hldgs (GHC) | 0.8 | $996k | 1.7k | 599.28 | |
Two Riv Ban | 0.7 | $971k | 55k | 17.68 | |
At&t (T) | 0.7 | $945k | 23k | 41.54 | |
Intel Corporation (INTC) | 0.7 | $921k | 26k | 36.08 | |
Amazon (AMZN) | 0.7 | $918k | 1.0k | 886.96 | |
Pfizer (PFE) | 0.7 | $842k | 25k | 34.20 | |
Amgen (AMGN) | 0.7 | $850k | 5.2k | 164.00 | |
Norfolk Southern (NSC) | 0.6 | $802k | 7.2k | 112.01 | |
Whole Foods Market | 0.6 | $790k | 27k | 29.72 | |
Philip Morris International (PM) | 0.6 | $767k | 6.8k | 112.83 | |
Emerson Electric (EMR) | 0.6 | $743k | 12k | 59.87 | |
Berkshire Hathaway (BRK.A) | 0.6 | $750k | 3.00 | 250000.00 | |
Starbucks Corporation (SBUX) | 0.6 | $733k | 13k | 58.36 | |
Boeing | 0.6 | $728k | 4.1k | 176.87 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $666k | 7.6k | 87.78 | |
General Electric Company | 0.5 | $663k | 22k | 29.79 | |
Waste Management (WM) | 0.5 | $605k | 8.3k | 72.89 | |
Cable One (CABO) | 0.5 | $599k | 959.00 | 624.61 | |
Alphabet Inc Class C cs (GOOG) | 0.5 | $598k | 720.00 | 830.56 | |
Verizon Communications (VZ) | 0.4 | $576k | 12k | 48.76 | |
Colgate-Palmolive Company (CL) | 0.4 | $559k | 7.6k | 73.21 | |
Tor Dom Bk Cad (TD) | 0.4 | $567k | 11k | 50.07 | |
Fiserv (FI) | 0.4 | $542k | 4.7k | 115.32 | |
Automatic Data Processing (ADP) | 0.4 | $530k | 5.2k | 102.49 | |
Citigroup (C) | 0.4 | $541k | 9.0k | 59.83 | |
Time Warner | 0.4 | $504k | 5.2k | 97.75 | |
United Technologies Corporation | 0.4 | $500k | 4.5k | 112.18 | |
Altria (MO) | 0.4 | $489k | 6.8k | 71.41 | |
Accenture Plc shs class a | 0.4 | $472k | 3.9k | 119.95 | |
Liberty Global Inc Com Ser A | 0.3 | $433k | 12k | 35.89 | |
Novartis (NVS) | 0.3 | $415k | 5.6k | 74.24 | |
Marsh & McLennan Companies (MMC) | 0.3 | $410k | 5.5k | 73.93 | |
Walgreen Boots Alliance (WBA) | 0.3 | $401k | 4.8k | 82.97 | |
Honeywell International (HON) | 0.3 | $394k | 3.2k | 124.80 | |
EOG Resources (EOG) | 0.3 | $390k | 4.0k | 97.50 | |
PPL Corporation (PPL) | 0.3 | $386k | 10k | 37.38 | |
Phillips 66 (PSX) | 0.3 | $398k | 5.0k | 79.14 | |
Nextera Energy (NEE) | 0.3 | $379k | 3.0k | 128.47 | |
Rydex S&P Equal Weight ETF | 0.3 | $367k | 4.0k | 90.73 | |
SYSCO Corporation (SYY) | 0.3 | $350k | 6.7k | 51.98 | |
Bank of America Corporation (BAC) | 0.3 | $333k | 14k | 23.58 | |
Dominion Resources (D) | 0.2 | $331k | 4.3k | 77.55 | |
Nxp Semi-conductors - Submitte | 0.2 | $326k | 3.2k | 103.49 | |
ConocoPhillips (COP) | 0.2 | $309k | 6.2k | 49.94 | |
iShares Russell 2000 Index (IWM) | 0.2 | $312k | 2.3k | 137.69 | |
Mondelez Int (MDLZ) | 0.2 | $318k | 7.4k | 43.10 | |
Anadarko Petroleum Corporation | 0.2 | $301k | 4.9k | 62.06 | |
iShares Russell Midcap Index Fund (IWR) | 0.2 | $293k | 1.6k | 187.10 | |
Jardine Matheson (JMHLY) | 0.2 | $281k | 4.4k | 64.23 | |
FedEx Corporation (FDX) | 0.2 | $273k | 1.4k | 195.00 | |
Home Depot (HD) | 0.2 | $276k | 1.9k | 146.81 | |
Natl Westminster Bk Plc Ser C 7.76% pref | 0.2 | $273k | 11k | 26.00 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $267k | 4.2k | 63.45 | |
Marriott International (MAR) | 0.2 | $264k | 2.8k | 94.29 | |
Enterprise Products Partners (EPD) | 0.2 | $267k | 9.7k | 27.62 | |
Oge Energy Corp (OGE) | 0.2 | $245k | 7.0k | 34.94 | |
Stryker Corporation (SYK) | 0.2 | $237k | 1.8k | 131.67 | |
ROYAL BK SCOTLAND Group Plc spon adr f | 0.2 | $237k | 9.0k | 26.33 | |
Bristol Myers Squibb (BMY) | 0.2 | $217k | 4.0k | 54.39 | |
Level 3 Communications | 0.2 | $216k | 3.8k | 57.22 | |
Facebook Inc cl a (META) | 0.2 | $227k | 1.6k | 141.88 | |
Celgene Corporation | 0.2 | $210k | 1.7k | 124.26 | |
Kraft Heinz (KHC) | 0.2 | $207k | 2.3k | 90.79 | |
Hess (HES) | 0.1 | $195k | 4.1k | 48.15 | |
Nike (NKE) | 0.1 | $190k | 3.4k | 55.65 | |
Southern Company (SO) | 0.1 | $199k | 4.0k | 49.74 | |
ROYAL BK SCOTLAND Group Plc sp adr l rp pf | 0.1 | $200k | 8.0k | 25.00 | |
Expeditors International of Washington (EXPD) | 0.1 | $181k | 3.2k | 56.56 | |
McKesson Corporation (MCK) | 0.1 | $177k | 1.2k | 148.12 | |
Marathon Petroleum Corp (MPC) | 0.1 | $187k | 3.7k | 50.65 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $185k | 3.5k | 53.24 | |
Bb&t | 0.1 | $183k | 4.1k | 44.66 | |
Corning Incorporated (GLW) | 0.1 | $174k | 6.5k | 26.95 | |
Goldman Sachs (GS) | 0.1 | $176k | 766.00 | 229.77 | |
Eli Lilly & Co. (LLY) | 0.1 | $175k | 2.1k | 84.34 | |
Union Pacific Corporation (UNP) | 0.1 | $171k | 1.6k | 105.82 | |
Campbell Soup Company (CPB) | 0.1 | $170k | 3.0k | 57.26 | |
Commscope Hldg | 0.1 | $165k | 4.0k | 41.77 | |
Cisco Systems (CSCO) | 0.1 | $161k | 4.8k | 33.82 | |
Potlatch Corporation (PCH) | 0.1 | $162k | 3.6k | 45.63 | |
Microchip Technology (MCHP) | 0.1 | $148k | 2.0k | 74.00 | |
T. Rowe Price (TROW) | 0.1 | $150k | 2.2k | 68.18 | |
Valley National Ban (VLY) | 0.1 | $145k | 12k | 11.82 | |
Wynn Resorts (WYNN) | 0.1 | $143k | 1.3k | 114.40 | |
SJW (SJW) | 0.1 | $145k | 3.0k | 48.33 | |
Manulife Finl Corp (MFC) | 0.1 | $142k | 8.0k | 17.75 | |
Duke Energy (DUK) | 0.1 | $140k | 1.7k | 82.11 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $126k | 2.6k | 48.00 | |
Comcast Corporation (CMCSA) | 0.1 | $122k | 3.3k | 37.54 | |
Affiliated Managers (AMG) | 0.1 | $115k | 700.00 | 164.29 | |
Costco Wholesale Corporation (COST) | 0.1 | $111k | 664.00 | 167.17 | |
CVS Caremark Corporation (CVS) | 0.1 | $118k | 1.5k | 78.67 | |
Royal Bk Scotland Group Plc spon adr ser h | 0.1 | $113k | 4.4k | 25.82 | |
Cu Bancorp Calif | 0.1 | $123k | 3.1k | 39.68 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $123k | 375.00 | 328.00 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $105k | 800.00 | 131.25 | |
Deere & Company (DE) | 0.1 | $98k | 900.00 | 108.89 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $104k | 1.7k | 62.42 | |
Lowe's Companies (LOW) | 0.1 | $99k | 1.2k | 82.50 | |
Visa (V) | 0.1 | $104k | 1.2k | 89.12 | |
Ctrip.com International | 0.1 | $98k | 2.0k | 49.00 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $106k | 1.1k | 98.51 | |
EQT Corporation (EQT) | 0.1 | $102k | 1.7k | 60.90 | |
Blackstone | 0.1 | $89k | 3.0k | 29.67 | |
Wells Fargo & Company (WFC) | 0.1 | $85k | 1.5k | 55.37 | |
Praxair | 0.1 | $90k | 755.00 | 119.21 | |
Clorox Company (CLX) | 0.1 | $86k | 640.00 | 134.38 | |
Unilever (UL) | 0.1 | $94k | 1.9k | 49.47 | |
KKR & Co | 0.1 | $91k | 5.0k | 18.20 | |
Belmond | 0.1 | $85k | 7.0k | 12.14 | |
Royal Dutch Shell Plc spons adr a | 0.1 | $88k | 1.7k | 52.54 | |
BP (BP) | 0.1 | $80k | 2.3k | 34.53 | |
Consolidated Edison (ED) | 0.1 | $83k | 1.1k | 77.57 | |
Apache Corporation | 0.1 | $76k | 1.5k | 51.14 | |
General Dynamics Corporation (GD) | 0.1 | $75k | 403.00 | 186.10 | |
Cedar Fair | 0.1 | $78k | 1.2k | 67.83 | |
Oneok Partners | 0.1 | $76k | 1.4k | 54.29 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.1 | $84k | 1.3k | 63.11 | |
Nuveen Muni Value Fund (NUV) | 0.1 | $73k | 7.5k | 9.73 | |
HSBC Holdings (HSBC) | 0.1 | $70k | 1.7k | 40.58 | |
Harley-Davidson (HOG) | 0.1 | $60k | 1.0k | 60.00 | |
Vulcan Materials Company (VMC) | 0.1 | $60k | 500.00 | 120.00 | |
Lockheed Martin Corporation (LMT) | 0.1 | $60k | 225.00 | 266.67 | |
General Mills (GIS) | 0.1 | $65k | 1.1k | 59.09 | |
Schlumberger (SLB) | 0.1 | $63k | 801.00 | 78.65 | |
Illinois Tool Works (ITW) | 0.1 | $66k | 500.00 | 132.00 | |
Hsbc Hldgs Plc adr a 1/40pf a | 0.1 | $65k | 2.5k | 26.00 | |
Pentair cs (PNR) | 0.1 | $66k | 1.1k | 62.86 | |
Cdk Global Inc equities | 0.1 | $66k | 1.0k | 65.48 | |
Paypal Holdings (PYPL) | 0.1 | $65k | 1.5k | 43.33 | |
Welltower Inc Com reit (WELL) | 0.1 | $71k | 1.0k | 71.00 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $58k | 975.00 | 59.49 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $47k | 1.0k | 47.00 | |
Travelers Companies (TRV) | 0.0 | $50k | 412.00 | 121.36 | |
E.I. du Pont de Nemours & Company | 0.0 | $55k | 682.00 | 80.65 | |
Raytheon Company | 0.0 | $46k | 300.00 | 153.33 | |
Staples | 0.0 | $48k | 5.5k | 8.73 | |
Dover Corporation (DOV) | 0.0 | $57k | 703.00 | 81.08 | |
Marathon Oil Corporation (MRO) | 0.0 | $50k | 3.2k | 15.66 | |
American Water Works (AWK) | 0.0 | $56k | 719.00 | 77.89 | |
iShares S&P Global Clean Energy Index (ICLN) | 0.0 | $56k | 6.5k | 8.62 | |
Kinder Morgan (KMI) | 0.0 | $47k | 2.2k | 21.83 | |
Wp Carey (WPC) | 0.0 | $48k | 775.00 | 61.94 | |
Liberty Global Inc C | 0.0 | $47k | 1.4k | 34.81 | |
Northern Trust Corporation (NTRS) | 0.0 | $35k | 400.00 | 87.50 | |
Stanley Black & Decker (SWK) | 0.0 | $40k | 300.00 | 133.33 | |
Yum! Brands (YUM) | 0.0 | $43k | 666.00 | 64.56 | |
Parker-Hannifin Corporation (PH) | 0.0 | $43k | 266.00 | 161.65 | |
Texas Instruments Incorporated (TXN) | 0.0 | $40k | 500.00 | 80.00 | |
Williams Companies (WMB) | 0.0 | $36k | 1.2k | 30.00 | |
Canadian Natural Resources (CNQ) | 0.0 | $33k | 1.0k | 33.00 | |
TJX Companies (TJX) | 0.0 | $40k | 500.00 | 80.00 | |
Public Service Enterprise (PEG) | 0.0 | $37k | 830.00 | 44.58 | |
NuStar Energy | 0.0 | $42k | 800.00 | 52.50 | |
California Water Service (CWT) | 0.0 | $36k | 1.0k | 36.00 | |
Hain Celestial (HAIN) | 0.0 | $35k | 950.00 | 36.84 | |
American States Water Company (AWR) | 0.0 | $44k | 1.0k | 44.00 | |
National Fuel Gas (NFG) | 0.0 | $36k | 600.00 | 60.00 | |
Oneok (OKE) | 0.0 | $33k | 600.00 | 55.00 | |
Xylem (XYL) | 0.0 | $38k | 750.00 | 50.67 | |
Chubb (CB) | 0.0 | $33k | 240.00 | 137.50 | |
Crown Holdings (CCK) | 0.0 | $32k | 600.00 | 53.33 | |
Monsanto Company | 0.0 | $21k | 184.00 | 114.13 | |
Laboratory Corp. of America Holdings | 0.0 | $21k | 144.00 | 145.83 | |
National-Oilwell Var | 0.0 | $28k | 700.00 | 40.00 | |
Henry Schein (HSIC) | 0.0 | $25k | 150.00 | 166.67 | |
ConAgra Foods (CAG) | 0.0 | $20k | 500.00 | 40.00 | |
Oracle Corporation (ORCL) | 0.0 | $22k | 500.00 | 44.00 | |
Enbridge (ENB) | 0.0 | $30k | 706.00 | 42.49 | |
Rbc Cad (RY) | 0.0 | $31k | 427.00 | 72.60 | |
Udr (UDR) | 0.0 | $31k | 864.00 | 35.88 | |
iShares S&P Global Healthcare Sect. (IXJ) | 0.0 | $21k | 200.00 | 105.00 | |
Abbvie (ABBV) | 0.0 | $23k | 349.00 | 65.90 | |
Vodafone Group New Adr F (VOD) | 0.0 | $25k | 953.00 | 26.23 | |
Solaredge Technologies (SEDG) | 0.0 | $30k | 1.9k | 15.79 | |
Liberty Global | 0.0 | $21k | 947.00 | 22.18 | |
Diamond Offshore Drilling | 0.0 | $8.0k | 501.00 | 15.97 | |
People's United Financial | 0.0 | $11k | 630.00 | 17.46 | |
Caterpillar (CAT) | 0.0 | $14k | 150.00 | 93.33 | |
Abbott Laboratories (ABT) | 0.0 | $15k | 349.00 | 42.98 | |
Baxter International (BAX) | 0.0 | $10k | 200.00 | 50.00 | |
Bed Bath & Beyond | 0.0 | $12k | 300.00 | 40.00 | |
Carter's (CRI) | 0.0 | $18k | 200.00 | 90.00 | |
Core Laboratories | 0.0 | $12k | 100.00 | 120.00 | |
BE Aerospace | 0.0 | $13k | 200.00 | 65.00 | |
Electronic Arts (EA) | 0.0 | $9.0k | 100.00 | 90.00 | |
Western Digital (WDC) | 0.0 | $17k | 200.00 | 85.00 | |
Hanesbrands (HBI) | 0.0 | $8.0k | 400.00 | 20.00 | |
Masco Corporation (MAS) | 0.0 | $10k | 300.00 | 33.33 | |
Eastman Chemical Company (EMN) | 0.0 | $8.0k | 104.00 | 76.92 | |
AstraZeneca (AZN) | 0.0 | $9.0k | 300.00 | 30.00 | |
Valero Energy Corporation (VLO) | 0.0 | $13k | 200.00 | 65.00 | |
Potash Corp. Of Saskatchewan I | 0.0 | $7.0k | 400.00 | 17.50 | |
GlaxoSmithKline | 0.0 | $17k | 400.00 | 42.50 | |
Halliburton Company (HAL) | 0.0 | $10k | 200.00 | 50.00 | |
Royal Dutch Shell | 0.0 | $11k | 200.00 | 55.00 | |
Weyerhaeuser Company (WY) | 0.0 | $16k | 480.00 | 33.33 | |
Ford Motor Company (F) | 0.0 | $14k | 1.2k | 11.31 | |
Total (TTE) | 0.0 | $10k | 200.00 | 50.00 | |
First Industrial Realty Trust (FR) | 0.0 | $19k | 700.00 | 27.14 | |
Discovery Communications | 0.0 | $10k | 350.00 | 28.57 | |
Discovery Communications | 0.0 | $10k | 350.00 | 28.57 | |
Umpqua Holdings Corporation | 0.0 | $11k | 634.00 | 17.35 | |
Zimmer Holdings (ZBH) | 0.0 | $10k | 80.00 | 125.00 | |
Under Armour (UAA) | 0.0 | $10k | 500.00 | 20.00 | |
Baidu (BIDU) | 0.0 | $17k | 100.00 | 170.00 | |
AllianceBernstein Holding (AB) | 0.0 | $7.0k | 300.00 | 23.33 | |
Atmos Energy Corporation (ATO) | 0.0 | $16k | 200.00 | 80.00 | |
BHP Billiton (BHP) | 0.0 | $7.0k | 200.00 | 35.00 | |
Hormel Foods Corporation (HRL) | 0.0 | $14k | 400.00 | 35.00 | |
Southwest Airlines (LUV) | 0.0 | $11k | 200.00 | 55.00 | |
Omega Healthcare Investors (OHI) | 0.0 | $10k | 300.00 | 33.33 | |
BorgWarner (BWA) | 0.0 | $17k | 400.00 | 42.50 | |
Aqua America | 0.0 | $8.0k | 250.00 | 32.00 | |
Brookdale Senior Living (BKD) | 0.0 | $13k | 1.0k | 13.00 | |
WD-40 Company (WDFC) | 0.0 | $13k | 121.00 | 107.44 | |
Rayonier (RYN) | 0.0 | $10k | 337.00 | 29.67 | |
Suncor Energy (SU) | 0.0 | $9.0k | 300.00 | 30.00 | |
Financial Select Sector SPDR (XLF) | 0.0 | $7.0k | 275.00 | 25.45 | |
Tesla Motors (TSLA) | 0.0 | $8.0k | 30.00 | 266.67 | |
PowerShares Water Resources | 0.0 | $13k | 500.00 | 26.00 | |
Wendy's/arby's Group (WEN) | 0.0 | $7.0k | 500.00 | 14.00 | |
One Gas (OGS) | 0.0 | $10k | 150.00 | 66.67 | |
Time | 0.0 | $7.0k | 382.00 | 18.32 | |
Aflac | 0.0 | $14k | 200.00 | 70.00 | |
Gramercy Property Trust | 0.0 | $7.0k | 265.00 | 26.42 | |
Under Armour Inc Cl C (UA) | 0.0 | $8.0k | 436.00 | 18.35 | |
Gms (GMS) | 0.0 | $7.0k | 200.00 | 35.00 | |
Line Corp- | 0.0 | $8.0k | 200.00 | 40.00 | |
Yum China Holdings (YUMC) | 0.0 | $18k | 666.00 | 27.03 | |
Lamb Weston Hldgs (LW) | 0.0 | $7.0k | 166.00 | 42.17 | |
Legg Mason | 0.0 | $4.0k | 100.00 | 40.00 | |
J.C. Penney Company | 0.0 | $2.0k | 300.00 | 6.67 | |
Transocean (RIG) | 0.0 | $6.0k | 500.00 | 12.00 | |
Shire | 0.0 | $5.0k | 29.00 | 172.41 | |
Frontier Communications | 0.0 | $1.0k | 592.00 | 1.69 | |
Ciena Corporation (CIEN) | 0.0 | $2.0k | 100.00 | 20.00 | |
Rocky Mountain Chocolate Factory | 0.0 | $6.0k | 500.00 | 12.00 | |
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 | $4.0k | 131.00 | 30.53 | |
Snap Inc cl a (SNAP) | 0.0 | $5.0k | 200.00 | 25.00 |