Peddock Capital Advisors as of Sept. 30, 2023
Portfolio Holdings for Peddock Capital Advisors
Peddock Capital Advisors holds 143 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Exxon Mobil Corporation (XOM) | 10.5 | $31M | 267k | 117.58 | |
NVIDIA Corporation (NVDA) | 7.6 | $23M | 53k | 434.98 | |
Apple (AAPL) | 6.5 | $20M | 114k | 171.21 | |
Ishares Tr Core Us Aggbd Et (AGG) | 5.1 | $15M | 162k | 94.04 | |
Ishares Tr Core S&p500 Etf (IVV) | 4.2 | $13M | 30k | 429.43 | |
Chevron Corporation (CVX) | 3.4 | $10M | 61k | 168.62 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.4 | $7.2M | 16k | 456.65 | |
Vanguard Index Fds Small Cp Etf (VB) | 2.1 | $6.3M | 33k | 189.07 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.0 | $6.0M | 42k | 141.69 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $5.5M | 13k | 427.47 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.8 | $5.5M | 73k | 75.15 | |
Ishares Tr Russell 2000 Etf (IWM) | 1.6 | $4.7M | 27k | 176.74 | |
Constellation Brands Cl A (STZ) | 1.5 | $4.6M | 19k | 251.32 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $4.5M | 35k | 130.86 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $4.2M | 29k | 145.02 | |
Thermo Fisher Scientific (TMO) | 1.4 | $4.2M | 8.3k | 506.18 | |
Microsoft Corporation (MSFT) | 1.4 | $4.2M | 13k | 315.74 | |
Mastercard Incorporated Cl A (MA) | 1.2 | $3.7M | 9.5k | 395.92 | |
Quanta Services (PWR) | 1.2 | $3.7M | 20k | 187.07 | |
McKesson Corporation (MCK) | 1.2 | $3.5M | 8.1k | 434.83 | |
Fiserv (FI) | 1.0 | $3.1M | 28k | 112.96 | |
Eli Lilly & Co. (LLY) | 0.9 | $2.7M | 5.1k | 537.13 | |
Wal-Mart Stores (WMT) | 0.9 | $2.7M | 17k | 159.93 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $2.6M | 7.4k | 358.28 | |
Roper Industries (ROP) | 0.9 | $2.6M | 5.3k | 484.26 | |
Darden Restaurants (DRI) | 0.9 | $2.6M | 18k | 143.22 | |
Global X Fds Us Infr Dev Etf (PAVE) | 0.8 | $2.5M | 81k | 30.38 | |
McDonald's Corporation (MCD) | 0.8 | $2.4M | 9.0k | 263.44 | |
Lowe's Companies (LOW) | 0.8 | $2.3M | 11k | 207.84 | |
Select Sector Spdr Tr Financial (XLF) | 0.7 | $2.2M | 67k | 33.17 | |
Bank of America Corporation (BAC) | 0.7 | $2.1M | 78k | 27.38 | |
Cisco Systems (CSCO) | 0.7 | $2.1M | 40k | 53.76 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $2.1M | 7.7k | 265.99 | |
Amazon (AMZN) | 0.7 | $2.1M | 16k | 127.12 | |
Target Corporation (TGT) | 0.7 | $2.0M | 18k | 110.57 | |
Procter & Gamble Company (PG) | 0.7 | $2.0M | 13k | 145.85 | |
Public Service Enterprise (PEG) | 0.6 | $1.9M | 34k | 56.91 | |
Select Sector Spdr Tr Technology (XLK) | 0.6 | $1.9M | 12k | 163.92 | |
Allstate Corporation (ALL) | 0.6 | $1.8M | 16k | 111.41 | |
Cummins (CMI) | 0.6 | $1.8M | 7.9k | 228.46 | |
Merck & Co (MRK) | 0.6 | $1.8M | 17k | 102.95 | |
Travelers Companies (TRV) | 0.6 | $1.8M | 11k | 163.32 | |
Coca-Cola Company (KO) | 0.6 | $1.8M | 31k | 55.98 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $1.7M | 13k | 131.79 | |
Union Pacific Corporation (UNP) | 0.6 | $1.7M | 8.2k | 203.62 | |
Kla Corp Com New (KLAC) | 0.5 | $1.6M | 3.6k | 458.64 | |
Pfizer (PFE) | 0.5 | $1.6M | 49k | 33.17 | |
Gilead Sciences (GILD) | 0.5 | $1.5M | 21k | 74.94 | |
CVS Caremark Corporation (CVS) | 0.5 | $1.5M | 22k | 69.82 | |
Johnson & Johnson (JNJ) | 0.5 | $1.5M | 9.6k | 155.75 | |
Ameriprise Financial (AMP) | 0.5 | $1.5M | 4.5k | 329.68 | |
Verizon Communications (VZ) | 0.5 | $1.4M | 44k | 32.41 | |
Ishares Tr Us Home Cons Etf (ITB) | 0.5 | $1.4M | 18k | 78.49 | |
Valero Energy Corporation (VLO) | 0.5 | $1.4M | 9.9k | 141.70 | |
Danaher Corporation (DHR) | 0.5 | $1.4M | 5.5k | 248.12 | |
CF Industries Holdings (CF) | 0.4 | $1.3M | 16k | 85.74 | |
Capital One Financial (COF) | 0.4 | $1.3M | 14k | 97.05 | |
International Business Machines (IBM) | 0.4 | $1.3M | 9.1k | 140.30 | |
LKQ Corporation (LKQ) | 0.4 | $1.3M | 26k | 49.51 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $1.2M | 25k | 48.65 | |
Stryker Corporation (SYK) | 0.4 | $1.2M | 4.4k | 273.31 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $1.2M | 8.5k | 139.70 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $1.2M | 5.0k | 234.93 | |
Hp (HPQ) | 0.4 | $1.1M | 44k | 25.70 | |
Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.1M | 6.5k | 171.45 | |
Synopsys (SNPS) | 0.4 | $1.1M | 2.4k | 458.97 | |
Ishares Tr Msci Usa Value (VLUE) | 0.3 | $1.0M | 12k | 90.72 | |
Broadcom (AVGO) | 0.3 | $1.0M | 1.2k | 830.71 | |
Costco Wholesale Corporation (COST) | 0.3 | $1.0M | 1.8k | 564.96 | |
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.3 | $985k | 47k | 20.99 | |
Cheniere Energy Com New (LNG) | 0.3 | $975k | 5.9k | 165.96 | |
Select Sector Spdr Tr Energy (XLE) | 0.3 | $964k | 11k | 90.39 | |
Tyson Foods Cl A (TSN) | 0.3 | $953k | 19k | 50.49 | |
Aptiv SHS (APTV) | 0.3 | $949k | 9.6k | 98.59 | |
Zoetis Cl A (ZTS) | 0.3 | $939k | 5.4k | 173.99 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $910k | 13k | 72.38 | |
Ishares Tr Cohen Steer Reit (ICF) | 0.3 | $880k | 18k | 50.16 | |
Microchip Technology (MCHP) | 0.3 | $864k | 11k | 78.05 | |
DTE Energy Company (DTE) | 0.3 | $859k | 8.7k | 99.28 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $812k | 6.2k | 131.85 | |
Arcosa (ACA) | 0.3 | $783k | 11k | 71.90 | |
Trane Technologies SHS (TT) | 0.3 | $761k | 3.7k | 202.91 | |
General Dynamics Corporation (GD) | 0.2 | $737k | 3.3k | 220.97 | |
MetLife (MET) | 0.2 | $730k | 12k | 62.91 | |
Meta Platforms Cl A (META) | 0.2 | $715k | 2.4k | 300.21 | |
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.2 | $697k | 17k | 41.93 | |
Wp Carey (WPC) | 0.2 | $618k | 11k | 54.08 | |
Abbvie (ABBV) | 0.2 | $592k | 4.0k | 149.06 | |
Walt Disney Company (DIS) | 0.2 | $566k | 7.0k | 81.05 | |
Smucker J M Com New (SJM) | 0.2 | $562k | 4.6k | 122.91 | |
Ishares Tr Select Divid Etf (DVY) | 0.2 | $537k | 5.0k | 107.63 | |
Albertsons Cos Common Stock (ACI) | 0.2 | $521k | 23k | 22.75 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $518k | 5.5k | 94.70 | |
Novo-nordisk A S Adr (NVO) | 0.2 | $513k | 5.6k | 90.95 | |
Ecolab (ECL) | 0.2 | $506k | 3.0k | 169.39 | |
American Electric Power Company (AEP) | 0.2 | $485k | 6.4k | 75.22 | |
Texas Instruments Incorporated (TXN) | 0.2 | $484k | 3.0k | 159.01 | |
Chubb (CB) | 0.2 | $473k | 2.3k | 208.18 | |
At&t (T) | 0.2 | $469k | 31k | 15.02 | |
Bristol Myers Squibb (BMY) | 0.2 | $451k | 7.8k | 58.04 | |
BP Sponsored Adr (BP) | 0.1 | $428k | 11k | 38.72 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $409k | 1.2k | 350.30 | |
3M Company (MMM) | 0.1 | $407k | 4.4k | 93.62 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $401k | 3.9k | 103.32 | |
Vanguard Index Fds Value Etf (VTV) | 0.1 | $397k | 2.9k | 137.92 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $394k | 4.2k | 94.33 | |
L3harris Technologies (LHX) | 0.1 | $372k | 2.1k | 174.12 | |
Paypal Holdings (PYPL) | 0.1 | $370k | 6.3k | 58.46 | |
Intel Corporation (INTC) | 0.1 | $368k | 10k | 35.55 | |
Raytheon Technologies Corp (RTX) | 0.1 | $368k | 5.1k | 71.97 | |
Emerson Electric (EMR) | 0.1 | $360k | 3.7k | 96.57 | |
Visa Com Cl A (V) | 0.1 | $346k | 1.5k | 230.01 | |
TJX Companies (TJX) | 0.1 | $342k | 3.9k | 88.88 | |
UnitedHealth (UNH) | 0.1 | $333k | 661.00 | 504.19 | |
Oracle Corporation (ORCL) | 0.1 | $330k | 3.1k | 105.92 | |
United Rentals (URI) | 0.1 | $330k | 742.00 | 444.57 | |
Tesla Motors (TSLA) | 0.1 | $328k | 1.3k | 250.22 | |
Novartis Sponsored Adr (NVS) | 0.1 | $318k | 3.1k | 101.86 | |
ConocoPhillips (COP) | 0.1 | $309k | 2.6k | 119.80 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $302k | 5.9k | 50.89 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $286k | 4.1k | 69.25 | |
Carrier Global Corporation (CARR) | 0.1 | $283k | 5.1k | 55.20 | |
Automatic Data Processing (ADP) | 0.1 | $274k | 1.1k | 240.58 | |
Abbott Laboratories (ABT) | 0.1 | $274k | 2.8k | 96.85 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $273k | 7.2k | 37.95 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $263k | 2.5k | 104.92 | |
SYSCO Corporation (SYY) | 0.1 | $260k | 3.9k | 66.05 | |
Sherwin-Williams Company (SHW) | 0.1 | $241k | 945.00 | 255.05 | |
Pepsi (PEP) | 0.1 | $241k | 1.4k | 169.44 | |
Analog Devices (ADI) | 0.1 | $239k | 1.4k | 175.09 | |
Cleveland-cliffs (CLF) | 0.1 | $236k | 15k | 15.63 | |
Boston Scientific Corporation (BSX) | 0.1 | $232k | 4.4k | 52.80 | |
salesforce (CRM) | 0.1 | $231k | 1.1k | 202.78 | |
Prologis (PLD) | 0.1 | $227k | 2.0k | 112.21 | |
Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $217k | 5.3k | 41.30 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $213k | 692.00 | 307.11 | |
Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $210k | 1.9k | 109.27 | |
Akoya Biosciences (AKYA) | 0.1 | $209k | 45k | 4.65 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $208k | 1.3k | 155.44 | |
Schlumberger Com Stk (SLB) | 0.1 | $206k | 3.5k | 58.30 | |
Illinois Tool Works (ITW) | 0.1 | $206k | 895.00 | 230.31 | |
Caterpillar (CAT) | 0.1 | $206k | 755.00 | 272.86 | |
Spruce Power Holding Corp Com Cl A | 0.0 | $6.9k | 10k | 0.68 |