My Personal CFO as of June 30, 2022
Portfolio Holdings for My Personal CFO
My Personal CFO holds 28 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.3 | $9.3M | 68k | 136.72 | |
| Qualcomm (QCOM) | 6.3 | $7.1M | 56k | 127.73 | |
| Johnson & Johnson (JNJ) | 6.2 | $7.0M | 40k | 177.51 | |
| Brown & Brown (BRO) | 5.2 | $5.9M | 101k | 58.34 | |
| Deere & Company (DE) | 5.2 | $5.8M | 20k | 299.46 | |
| Nextera Energy (NEE) | 4.8 | $5.4M | 70k | 77.46 | |
| Intel Corporation (INTC) | 4.7 | $5.3M | 141k | 37.41 | |
| Chevron Corporation (CVX) | 4.2 | $4.7M | 33k | 144.78 | |
| Oracle Corporation (ORCL) | 4.1 | $4.6M | 66k | 69.87 | |
| Eaton Corp SHS (ETN) | 4.0 | $4.6M | 36k | 125.99 | |
| Visa Com Cl A (V) | 4.0 | $4.5M | 23k | 196.89 | |
| McDonald's Corporation (MCD) | 4.0 | $4.5M | 18k | 246.86 | |
| Air Products & Chemicals (APD) | 3.9 | $4.5M | 19k | 240.48 | |
| Automatic Data Processing (ADP) | 3.9 | $4.4M | 21k | 210.03 | |
| Mccormick & Co Com Non Vtg (MKC) | 3.7 | $4.2M | 51k | 83.25 | |
| Pepsi (PEP) | 3.7 | $4.1M | 25k | 166.68 | |
| W.W. Grainger (GWW) | 3.4 | $3.8M | 8.4k | 454.37 | |
| Wal-Mart Stores (WMT) | 3.3 | $3.8M | 31k | 121.57 | |
| Medtronic SHS (MDT) | 2.9 | $3.3M | 36k | 89.75 | |
| Kimberly-Clark Corporation (KMB) | 2.8 | $3.1M | 23k | 135.17 | |
| Verizon Communications (VZ) | 2.8 | $3.1M | 62k | 50.75 | |
| 3M Company (MMM) | 2.6 | $2.9M | 23k | 129.41 | |
| Kellogg Company (K) | 2.3 | $2.6M | 37k | 71.34 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $1.4M | 3.8k | 377.24 | |
| At&t (T) | 1.0 | $1.2M | 56k | 20.96 | |
| Matador Resources (MTDR) | 0.6 | $727k | 16k | 46.60 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $716k | 2.3k | 307.82 | |
| Caterpillar (CAT) | 0.2 | $200k | 1.1k | 178.57 |
