Moreno Evelyn V as of March 31, 2020
Portfolio Holdings for Moreno Evelyn V
Moreno Evelyn V holds 64 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 5.3 | $16M | 62k | 254.29 | |
SPDR S&P MidCap 400 ETF (MDY) | 5.2 | $15M | 59k | 262.89 | |
Microsoft Corporation (MSFT) | 4.9 | $15M | 92k | 157.71 | |
Intel Corporation (INTC) | 3.3 | $9.7M | 180k | 54.12 | |
Amazon (AMZN) | 3.3 | $9.6M | 4.9k | 1949.63 | |
iShares MSCI EAFE Index Fund (EFA) | 2.9 | $8.6M | 161k | 53.46 | |
Danaher Corporation (DHR) | 2.7 | $8.0M | 58k | 138.41 | |
Stryker Corporation (SYK) | 2.6 | $7.8M | 47k | 166.50 | |
Procter & Gamble Company (PG) | 2.5 | $7.2M | 66k | 110.00 | |
Verizon Communications (VZ) | 2.4 | $7.2M | 134k | 53.73 | |
JPMorgan Chase & Co. (JPM) | 2.4 | $7.1M | 79k | 90.03 | |
TJX Companies (TJX) | 2.3 | $6.9M | 144k | 47.81 | |
salesforce (CRM) | 2.3 | $6.9M | 48k | 143.97 | |
Novartis (NVS) | 2.3 | $6.7M | 82k | 82.45 | |
MasterCard Incorporated (MA) | 2.3 | $6.7M | 28k | 241.57 | |
Medtronic (MDT) | 2.2 | $6.6M | 73k | 90.18 | |
Pepsi (PEP) | 2.2 | $6.5M | 54k | 120.09 | |
Alphabet Inc Class C cs (GOOG) | 2.1 | $6.3M | 5.4k | 1162.84 | |
Comcast Corporation (CMCSA) | 2.1 | $6.2M | 181k | 34.38 | |
Rockwell Automation (ROK) | 2.1 | $6.2M | 41k | 150.91 | |
Waste Management (WM) | 2.1 | $6.1M | 66k | 92.55 | |
Booking Holdings (BKNG) | 2.0 | $6.0M | 4.5k | 1345.39 | |
Coca-Cola Company (KO) | 1.9 | $5.6M | 127k | 44.25 | |
iShares S&P SmallCap 600 Index (IJR) | 1.9 | $5.6M | 100k | 56.11 | |
Intercontinental Exchange (ICE) | 1.9 | $5.4M | 68k | 80.75 | |
U.S. Bancorp (USB) | 1.8 | $5.2M | 152k | 34.45 | |
CVS Caremark Corporation (CVS) | 1.7 | $5.1M | 86k | 59.32 | |
Insulet Corporation (PODD) | 1.7 | $5.0M | 30k | 165.67 | |
Cognizant Technology Solutions (CTSH) | 1.7 | $4.9M | 106k | 46.47 | |
United Technologies Corporation | 1.6 | $4.8M | 51k | 94.32 | |
Facebook Inc cl a (META) | 1.6 | $4.8M | 29k | 166.81 | |
Home Depot (HD) | 1.6 | $4.7M | 25k | 186.69 | |
Travelers Companies (TRV) | 1.5 | $4.5M | 45k | 99.35 | |
Estee Lauder Companies (EL) | 1.5 | $4.4M | 28k | 159.34 | |
Air Products & Chemicals (APD) | 1.5 | $4.3M | 22k | 199.60 | |
T. Rowe Price (TROW) | 1.4 | $4.3M | 44k | 97.65 | |
Alphabet Inc Class A cs (GOOGL) | 1.4 | $4.2M | 3.6k | 1162.07 | |
Bank of America Corporation (BAC) | 1.3 | $4.0M | 186k | 21.23 | |
Nextera Energy (NEE) | 1.1 | $3.3M | 14k | 240.59 | |
American Tower Reit (AMT) | 1.1 | $3.2M | 15k | 217.76 | |
Berkshire Hathaway (BRK.B) | 1.0 | $2.9M | 16k | 182.82 | |
General Dynamics Corporation (GD) | 0.9 | $2.8M | 21k | 132.31 | |
iShares Russell 2000 Index (IWM) | 0.9 | $2.7M | 23k | 114.45 | |
Merck & Co (MRK) | 0.9 | $2.6M | 34k | 76.93 | |
Lowe's Companies (LOW) | 0.8 | $2.4M | 28k | 86.04 | |
Walt Disney Company (DIS) | 0.8 | $2.3M | 24k | 96.60 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $1.9M | 7.3k | 257.79 | |
Thermo Fisher Scientific (TMO) | 0.5 | $1.3M | 4.7k | 283.59 | |
Exxon Mobil Corporation (XOM) | 0.4 | $1.3M | 34k | 37.96 | |
Energy Select Sector SPDR (XLE) | 0.4 | $1.3M | 43k | 29.07 | |
Royal Dutch Shell | 0.3 | $936k | 29k | 32.65 | |
Johnson & Johnson (JNJ) | 0.3 | $888k | 6.8k | 131.13 | |
Royal Dutch Shell | 0.3 | $871k | 25k | 34.88 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $801k | 24k | 34.13 | |
Automatic Data Processing (ADP) | 0.3 | $766k | 5.6k | 136.66 | |
Edwards Lifesciences (EW) | 0.2 | $717k | 3.8k | 188.68 | |
Pioneer Natural Resources | 0.2 | $557k | 7.9k | 70.20 | |
Paypal Holdings (PYPL) | 0.2 | $521k | 5.4k | 95.70 | |
Accenture (ACN) | 0.2 | $472k | 2.9k | 163.10 | |
Utilities SPDR (XLU) | 0.1 | $402k | 7.3k | 55.38 | |
Illinois Tool Works (ITW) | 0.1 | $377k | 2.7k | 142.33 | |
Eli Lilly & Co. (LLY) | 0.1 | $285k | 2.1k | 138.86 | |
Schlumberger (SLB) | 0.1 | $289k | 21k | 13.51 | |
American Express Company (AXP) | 0.1 | $214k | 2.5k | 85.60 |