Peddock Capital Advisors as of Dec. 31, 2024
Portfolio Holdings for Peddock Capital Advisors
Peddock Capital Advisors holds 156 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.8 | $58M | 429k | 134.29 | |
| Exxon Mobil Corporation (XOM) | 6.9 | $29M | 267k | 107.57 | |
| Apple (AAPL) | 6.5 | $27M | 108k | 250.42 | |
| Ishares Tr Core S&p500 Etf (IVV) | 5.1 | $21M | 36k | 588.69 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 3.3 | $14M | 141k | 96.90 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.7 | $11M | 20k | 569.60 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.5 | $11M | 44k | 240.28 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $9.7M | 17k | 586.06 | |
| Chevron Corporation (CVX) | 2.1 | $8.9M | 62k | 144.84 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.0 | $8.2M | 47k | 175.23 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.8 | $7.6M | 97k | 78.01 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $6.8M | 29k | 239.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $6.4M | 34k | 189.30 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.4 | $5.9M | 27k | 220.96 | |
| Quanta Services (PWR) | 1.4 | $5.7M | 18k | 316.05 | |
| Microsoft Corporation (MSFT) | 1.3 | $5.5M | 13k | 421.48 | |
| Mastercard Incorporated Cl A (MA) | 1.1 | $4.6M | 8.7k | 526.58 | |
| McKesson Corporation (MCK) | 1.1 | $4.6M | 8.0k | 569.93 | |
| Fiserv (FI) | 1.1 | $4.5M | 22k | 205.42 | |
| Wal-Mart Stores (WMT) | 1.1 | $4.5M | 50k | 90.35 | |
| Constellation Brands Cl A (STZ) | 1.0 | $4.1M | 18k | 221.00 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $4.0M | 7.7k | 520.26 | |
| Eli Lilly & Co. (LLY) | 0.9 | $3.9M | 5.1k | 772.00 | |
| Amazon (AMZN) | 0.9 | $3.7M | 17k | 219.39 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 0.9 | $3.6M | 90k | 40.41 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $3.6M | 20k | 178.08 | |
| Bank of America Corporation (BAC) | 0.8 | $3.5M | 79k | 43.95 | |
| Select Sector Spdr Tr Financial (XLF) | 0.8 | $3.5M | 72k | 48.33 | |
| Darden Restaurants (DRI) | 0.8 | $3.2M | 17k | 186.70 | |
| Select Sector Spdr Tr Technology (XLK) | 0.8 | $3.2M | 14k | 232.53 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.8 | $3.2M | 15k | 206.92 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $3.2M | 6.2k | 511.20 | |
| Allstate Corporation (ALL) | 0.8 | $3.1M | 16k | 192.78 | |
| Public Service Enterprise (PEG) | 0.8 | $3.1M | 37k | 84.49 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $3.0M | 7.5k | 401.56 | |
| Cummins (CMI) | 0.7 | $3.0M | 8.5k | 348.60 | |
| Broadcom (AVGO) | 0.7 | $2.9M | 13k | 231.84 | |
| Roper Industries (ROP) | 0.7 | $2.8M | 5.3k | 519.87 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $2.7M | 11k | 242.13 | |
| Travelers Companies (TRV) | 0.6 | $2.6M | 11k | 240.89 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.6 | $2.6M | 25k | 105.61 | |
| McDonald's Corporation (MCD) | 0.6 | $2.6M | 9.1k | 289.88 | |
| Lowe's Companies (LOW) | 0.6 | $2.6M | 11k | 246.80 | |
| Ameriprise Financial (AMP) | 0.6 | $2.5M | 4.8k | 532.51 | |
| Procter & Gamble Company (PG) | 0.6 | $2.4M | 15k | 167.64 | |
| Target Corporation (TGT) | 0.6 | $2.3M | 17k | 135.18 | |
| Cisco Systems (CSCO) | 0.6 | $2.3M | 39k | 59.20 | |
| Capital One Financial (COF) | 0.5 | $2.3M | 13k | 178.33 | |
| International Business Machines (IBM) | 0.5 | $2.3M | 10k | 219.82 | |
| Coca-Cola Company (KO) | 0.5 | $2.0M | 32k | 62.26 | |
| Kla Corp Com New (KLAC) | 0.5 | $2.0M | 3.2k | 630.00 | |
| Gilead Sciences (GILD) | 0.5 | $1.9M | 21k | 92.37 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.4 | $1.8M | 18k | 103.39 | |
| Verizon Communications (VZ) | 0.4 | $1.8M | 44k | 39.99 | |
| Meta Platforms Cl A (META) | 0.4 | $1.8M | 3.0k | 585.54 | |
| Stryker Corporation (SYK) | 0.4 | $1.7M | 4.7k | 360.06 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $1.7M | 5.2k | 322.13 | |
| Costco Wholesale Corporation (COST) | 0.4 | $1.6M | 1.8k | 916.27 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.4 | $1.5M | 26k | 60.26 | |
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $1.5M | 17k | 85.66 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.4M | 9.8k | 144.62 | |
| Hp (HPQ) | 0.3 | $1.4M | 43k | 32.63 | |
| Union Pacific Corporation (UNP) | 0.3 | $1.4M | 6.1k | 228.03 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.3 | $1.4M | 65k | 21.07 | |
| Danaher Corporation (DHR) | 0.3 | $1.4M | 5.9k | 229.58 | |
| Arcosa (ACA) | 0.3 | $1.4M | 14k | 96.74 | |
| Cheniere Energy Com New (LNG) | 0.3 | $1.3M | 6.0k | 214.85 | |
| Tyson Foods Cl A (TSN) | 0.3 | $1.3M | 22k | 57.44 | |
| Trane Technologies SHS (TT) | 0.3 | $1.3M | 3.4k | 369.35 | |
| Zoetis Cl A (ZTS) | 0.3 | $1.2M | 7.6k | 162.94 | |
| 3M Company (MMM) | 0.3 | $1.2M | 9.5k | 129.09 | |
| Synopsys (SNPS) | 0.3 | $1.2M | 2.4k | 485.36 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.2M | 6.1k | 190.45 | |
| Merck & Co (MRK) | 0.3 | $1.1M | 12k | 99.48 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.1M | 13k | 88.79 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $1.1M | 21k | 51.51 | |
| Valero Energy Corporation (VLO) | 0.3 | $1.1M | 8.9k | 122.59 | |
| DTE Energy Company (DTE) | 0.2 | $1.0M | 8.5k | 120.74 | |
| MetLife (MET) | 0.2 | $996k | 12k | 81.88 | |
| Virtu Finl Cl A (VIRT) | 0.2 | $992k | 28k | 35.68 | |
| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.2 | $990k | 13k | 77.04 | |
| Pfizer (PFE) | 0.2 | $961k | 36k | 26.53 | |
| General Dynamics Corporation (GD) | 0.2 | $879k | 3.3k | 263.49 | |
| LKQ Corporation (LKQ) | 0.2 | $834k | 23k | 36.75 | |
| United Rentals (URI) | 0.2 | $821k | 1.2k | 704.44 | |
| Ecolab (ECL) | 0.2 | $723k | 3.1k | 234.38 | |
| CF Industries Holdings (CF) | 0.2 | $719k | 8.4k | 85.32 | |
| Chubb (CB) | 0.2 | $711k | 2.6k | 276.30 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $686k | 8.0k | 86.02 | |
| Walt Disney Company (DIS) | 0.2 | $681k | 6.1k | 111.34 | |
| Zimmer Holdings (ZBH) | 0.2 | $654k | 6.2k | 105.63 | |
| At&t (T) | 0.2 | $654k | 29k | 22.77 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $645k | 5.6k | 115.72 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.2 | $642k | 15k | 41.73 | |
| American Electric Power Company (AEP) | 0.2 | $637k | 6.9k | 92.23 | |
| Microchip Technology (MCHP) | 0.2 | $635k | 11k | 57.35 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $604k | 3.2k | 187.51 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $539k | 1.2k | 453.28 | |
| Akoya Biosciences (AKYA) | 0.1 | $538k | 235k | 2.29 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $532k | 4.1k | 131.29 | |
| Tesla Motors (TSLA) | 0.1 | $498k | 1.2k | 403.84 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $492k | 44k | 11.28 | |
| Abbvie (ABBV) | 0.1 | $486k | 2.7k | 177.67 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $473k | 4.1k | 115.22 | |
| Albertsons Cos Common Stock (ACI) | 0.1 | $466k | 24k | 19.64 | |
| Emerson Electric (EMR) | 0.1 | $462k | 3.7k | 123.93 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $457k | 3.6k | 127.59 | |
| TJX Companies (TJX) | 0.1 | $452k | 3.7k | 120.81 | |
| Uber Technologies (UBER) | 0.1 | $452k | 7.5k | 60.32 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $438k | 5.9k | 74.27 | |
| Visa Com Cl A (V) | 0.1 | $436k | 1.4k | 316.04 | |
| Smucker J M Com New (SJM) | 0.1 | $426k | 3.9k | 110.12 | |
| Wp Carey (WPC) | 0.1 | $420k | 7.7k | 54.48 | |
| Oracle Corporation (ORCL) | 0.1 | $393k | 2.4k | 166.64 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $385k | 4.3k | 88.40 | |
| L3harris Technologies (LHX) | 0.1 | $382k | 1.8k | 210.28 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $378k | 2.4k | 159.52 | |
| salesforce (CRM) | 0.1 | $376k | 1.1k | 334.36 | |
| Aptiv SHS | 0.1 | $371k | 6.1k | 60.48 | |
| Boston Scientific Corporation (BSX) | 0.1 | $370k | 4.1k | 89.32 | |
| BP Sponsored Adr (BP) | 0.1 | $365k | 12k | 29.56 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $363k | 4.4k | 81.98 | |
| Carrier Global Corporation (CARR) | 0.1 | $352k | 5.2k | 68.26 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $351k | 2.0k | 172.42 | |
| American Water Works (AWK) | 0.1 | $342k | 2.7k | 124.49 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $341k | 29k | 11.66 | |
| Automatic Data Processing (ADP) | 0.1 | $321k | 1.1k | 292.73 | |
| Prologis (PLD) | 0.1 | $318k | 3.0k | 105.70 | |
| Sherwin-Williams Company (SHW) | 0.1 | $311k | 916.00 | 339.93 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $308k | 5.5k | 56.14 | |
| WESCO International (WCC) | 0.1 | $305k | 1.7k | 180.99 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $304k | 3.1k | 97.31 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $300k | 3.9k | 76.83 | |
| Bristol Myers Squibb (BMY) | 0.1 | $291k | 5.1k | 56.56 | |
| Analog Devices (ADI) | 0.1 | $290k | 1.4k | 212.46 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $289k | 1.7k | 169.28 | |
| Wells Fargo & Company (WFC) | 0.1 | $274k | 3.9k | 70.24 | |
| CVS Caremark Corporation (CVS) | 0.1 | $273k | 6.1k | 44.89 | |
| UnitedHealth (UNH) | 0.1 | $265k | 524.00 | 505.86 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $262k | 1.3k | 195.89 | |
| Wyndham Hotels And Resorts (WH) | 0.1 | $260k | 2.6k | 100.79 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $243k | 692.00 | 351.79 | |
| ConocoPhillips (COP) | 0.1 | $241k | 2.4k | 99.15 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $237k | 1.8k | 128.70 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $236k | 6.3k | 37.42 | |
| Caterpillar (CAT) | 0.1 | $229k | 630.00 | 362.99 | |
| Illinois Tool Works (ITW) | 0.1 | $227k | 895.00 | 253.56 | |
| Eaton Corp SHS (ETN) | 0.1 | $223k | 672.00 | 331.87 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $222k | 2.1k | 107.74 | |
| SYSCO Corporation (SYY) | 0.1 | $222k | 2.9k | 76.45 | |
| Nasdaq Omx (NDAQ) | 0.1 | $219k | 2.8k | 77.31 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $214k | 5.8k | 37.09 | |
| Pepsi (PEP) | 0.1 | $211k | 1.4k | 152.06 | |
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $208k | 6.5k | 32.31 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $203k | 4.0k | 50.88 | |
| Medtronic SHS (MDT) | 0.0 | $200k | 2.5k | 79.88 |