Peddock Capital Advisors as of March 31, 2025
Portfolio Holdings for Peddock Capital Advisors
Peddock Capital Advisors holds 157 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.0 | $44M | 402k | 108.38 | |
| Exxon Mobil Corporation (XOM) | 8.1 | $32M | 268k | 118.93 | |
| Apple (AAPL) | 6.0 | $24M | 106k | 222.13 | |
| Ishares Tr Core S&p500 Etf (IVV) | 5.1 | $20M | 36k | 561.90 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 3.4 | $13M | 134k | 98.92 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.6 | $10M | 19k | 533.48 | |
| Chevron Corporation (CVX) | 2.6 | $10M | 61k | 167.29 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.4 | $9.3M | 42k | 221.75 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $9.3M | 17k | 559.40 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.0 | $8.0M | 46k | 173.23 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.9 | $7.5M | 95k | 78.94 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $6.9M | 28k | 245.30 | |
| McKesson Corporation (MCK) | 1.3 | $5.3M | 7.9k | 673.01 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $5.2M | 26k | 199.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $5.1M | 33k | 154.64 | |
| Microsoft Corporation (MSFT) | 1.2 | $4.9M | 13k | 375.38 | |
| Fiserv (FI) | 1.2 | $4.8M | 22k | 220.83 | |
| Mastercard Incorporated Cl A (MA) | 1.2 | $4.7M | 8.6k | 548.09 | |
| Quanta Services (PWR) | 1.1 | $4.5M | 18k | 254.18 | |
| Wal-Mart Stores (WMT) | 1.1 | $4.3M | 49k | 87.79 | |
| Eli Lilly & Co. (LLY) | 1.1 | $4.2M | 5.1k | 825.95 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $3.7M | 7.4k | 497.57 | |
| Select Sector Spdr Tr Financial (XLF) | 0.9 | $3.6M | 73k | 49.81 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $3.6M | 21k | 170.89 | |
| Darden Restaurants (DRI) | 0.9 | $3.5M | 17k | 207.76 | |
| Constellation Brands Cl A (STZ) | 0.9 | $3.5M | 19k | 183.52 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 0.9 | $3.4M | 89k | 37.73 | |
| Bank of America Corporation (BAC) | 0.8 | $3.3M | 80k | 41.73 | |
| Allstate Corporation (ALL) | 0.8 | $3.3M | 16k | 207.08 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $3.3M | 11k | 288.14 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.8 | $3.3M | 16k | 202.13 | |
| Amazon (AMZN) | 0.8 | $3.3M | 17k | 190.26 | |
| Roper Industries (ROP) | 0.8 | $3.1M | 5.2k | 589.53 | |
| Public Service Enterprise (PEG) | 0.8 | $3.0M | 36k | 82.30 | |
| Select Sector Spdr Tr Technology (XLK) | 0.7 | $2.9M | 14k | 206.47 | |
| Travelers Companies (TRV) | 0.7 | $2.9M | 11k | 264.46 | |
| McDonald's Corporation (MCD) | 0.7 | $2.8M | 9.1k | 312.35 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $2.8M | 6.0k | 468.91 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.7 | $2.8M | 26k | 106.65 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $2.7M | 7.5k | 361.10 | |
| Cummins (CMI) | 0.7 | $2.6M | 8.3k | 313.46 | |
| Procter & Gamble Company (PG) | 0.6 | $2.5M | 15k | 170.41 | |
| International Business Machines (IBM) | 0.6 | $2.4M | 9.8k | 248.65 | |
| Lowe's Companies (LOW) | 0.6 | $2.4M | 10k | 233.23 | |
| Cisco Systems (CSCO) | 0.6 | $2.3M | 38k | 61.71 | |
| Gilead Sciences (GILD) | 0.6 | $2.3M | 21k | 112.05 | |
| Coca-Cola Company (KO) | 0.6 | $2.3M | 33k | 71.62 | |
| Capital One Financial (COF) | 0.6 | $2.2M | 12k | 179.30 | |
| Ameriprise Financial (AMP) | 0.6 | $2.2M | 4.6k | 484.16 | |
| Broadcom (AVGO) | 0.5 | $2.1M | 13k | 167.43 | |
| Kla Corp Com New (KLAC) | 0.5 | $2.1M | 3.1k | 679.83 | |
| Verizon Communications (VZ) | 0.5 | $1.9M | 41k | 45.36 | |
| Meta Platforms Cl A (META) | 0.4 | $1.7M | 3.0k | 576.28 | |
| Target Corporation (TGT) | 0.4 | $1.7M | 16k | 104.36 | |
| Stryker Corporation (SYK) | 0.4 | $1.7M | 4.5k | 372.24 | |
| Costco Wholesale Corporation (COST) | 0.4 | $1.7M | 1.8k | 945.78 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.4 | $1.7M | 27k | 61.53 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.6M | 9.9k | 165.85 | |
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $1.6M | 17k | 93.45 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $1.6M | 5.2k | 306.71 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.4 | $1.5M | 16k | 95.21 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.4 | $1.5M | 71k | 20.70 | |
| Union Pacific Corporation (UNP) | 0.4 | $1.4M | 6.1k | 236.23 | |
| 3M Company (MMM) | 0.3 | $1.4M | 9.3k | 146.86 | |
| Tyson Foods Cl A (TSN) | 0.3 | $1.3M | 21k | 63.81 | |
| Zoetis Cl A (ZTS) | 0.3 | $1.2M | 7.4k | 164.66 | |
| Cheniere Energy Com New (LNG) | 0.3 | $1.2M | 5.2k | 231.42 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.2M | 12k | 93.66 | |
| DTE Energy Company (DTE) | 0.3 | $1.2M | 8.4k | 138.28 | |
| Hp (HPQ) | 0.3 | $1.1M | 41k | 27.69 | |
| Danaher Corporation (DHR) | 0.3 | $1.1M | 5.5k | 204.99 | |
| Virtu Finl Cl A (VIRT) | 0.3 | $1.1M | 29k | 38.12 | |
| Valero Energy Corporation (VLO) | 0.3 | $1.1M | 8.4k | 132.07 | |
| Trane Technologies SHS (TT) | 0.3 | $1.1M | 3.2k | 336.92 | |
| Synopsys (SNPS) | 0.3 | $1.0M | 2.4k | 428.85 | |
| Arcosa (ACA) | 0.3 | $1.0M | 13k | 77.12 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $1.0M | 19k | 52.52 | |
| LKQ Corporation (LKQ) | 0.3 | $994k | 23k | 42.54 | |
| MetLife (MET) | 0.2 | $978k | 12k | 80.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $958k | 6.1k | 156.24 | |
| Pfizer (PFE) | 0.2 | $918k | 36k | 25.34 | |
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.2 | $913k | 13k | 68.21 | |
| Merck & Co (MRK) | 0.2 | $911k | 10k | 89.76 | |
| General Dynamics Corporation (GD) | 0.2 | $909k | 3.3k | 272.58 | |
| At&t (T) | 0.2 | $819k | 29k | 28.28 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $793k | 11k | 69.44 | |
| Chubb (CB) | 0.2 | $777k | 2.6k | 301.99 | |
| Zimmer Holdings (ZBH) | 0.2 | $776k | 6.9k | 113.17 | |
| Ecolab (ECL) | 0.2 | $764k | 3.0k | 253.48 | |
| American Electric Power Company (AEP) | 0.2 | $754k | 6.9k | 109.27 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $740k | 5.6k | 132.46 | |
| Uber Technologies (UBER) | 0.2 | $726k | 10k | 72.86 | |
| United Rentals (URI) | 0.2 | $688k | 1.1k | 626.70 | |
| CF Industries Holdings (CF) | 0.2 | $658k | 8.4k | 78.15 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $652k | 1.2k | 532.58 | |
| Walt Disney Company (DIS) | 0.2 | $604k | 6.1k | 98.70 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $584k | 14k | 41.13 | |
| Abbvie (ABBV) | 0.1 | $581k | 2.8k | 209.50 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $579k | 3.2k | 179.70 | |
| Albertsons Cos Common Stock (ACI) | 0.1 | $573k | 26k | 21.99 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $543k | 4.0k | 134.29 | |
| Microchip Technology (MCHP) | 0.1 | $536k | 11k | 48.41 | |
| Visa Com Cl A (V) | 0.1 | $498k | 1.4k | 350.55 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $489k | 44k | 11.20 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $488k | 4.7k | 104.58 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $480k | 3.7k | 128.97 | |
| Smucker J M Com New (SJM) | 0.1 | $458k | 3.9k | 118.41 | |
| TJX Companies (TJX) | 0.1 | $458k | 3.8k | 121.80 | |
| Wp Carey (WPC) | 0.1 | $423k | 6.7k | 63.11 | |
| Boston Scientific Corporation (BSX) | 0.1 | $422k | 4.2k | 100.88 | |
| BP Sponsored Adr (BP) | 0.1 | $420k | 12k | 33.79 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $416k | 5.9k | 70.39 | |
| Emerson Electric (EMR) | 0.1 | $409k | 3.7k | 109.64 | |
| American Water Works (AWK) | 0.1 | $405k | 2.7k | 147.52 | |
| WESCO International (WCC) | 0.1 | $387k | 2.5k | 155.28 | |
| L3harris Technologies (LHX) | 0.1 | $383k | 1.8k | 209.31 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $369k | 5.7k | 65.08 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $368k | 4.4k | 82.74 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $355k | 3.2k | 111.48 | |
| Oracle Corporation (ORCL) | 0.1 | $341k | 2.4k | 139.80 | |
| Automatic Data Processing (ADP) | 0.1 | $337k | 1.1k | 305.53 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $337k | 29k | 11.52 | |
| Tesla Motors (TSLA) | 0.1 | $336k | 1.3k | 259.21 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $333k | 2.4k | 140.44 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $330k | 3.9k | 83.87 | |
| CVS Caremark Corporation (CVS) | 0.1 | $330k | 4.9k | 67.75 | |
| Prologis (PLD) | 0.1 | $329k | 2.9k | 111.81 | |
| Carrier Global Corporation (CARR) | 0.1 | $327k | 5.2k | 63.40 | |
| Akoya Biosciences (AKYA) | 0.1 | $326k | 235k | 1.39 | |
| Aptiv Com Shs (APTV) | 0.1 | $322k | 5.4k | 59.50 | |
| Sherwin-Williams Company (SHW) | 0.1 | $321k | 920.00 | 349.19 | |
| Bristol Myers Squibb (BMY) | 0.1 | $321k | 5.3k | 60.99 | |
| salesforce (CRM) | 0.1 | $313k | 1.2k | 268.39 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $294k | 1.7k | 172.72 | |
| Wells Fargo & Company (WFC) | 0.1 | $289k | 4.0k | 71.79 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $285k | 2.0k | 139.78 | |
| ConocoPhillips (COP) | 0.1 | $280k | 2.7k | 105.03 | |
| Analog Devices (ADI) | 0.1 | $276k | 1.4k | 201.67 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $266k | 3.1k | 85.06 | |
| UnitedHealth (UNH) | 0.1 | $262k | 500.00 | 523.75 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $253k | 2.1k | 121.97 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $253k | 1.3k | 193.99 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $250k | 802.00 | 311.94 | |
| Medtronic SHS (MDT) | 0.1 | $238k | 2.6k | 89.86 | |
| Amgen (AMGN) | 0.1 | $235k | 755.00 | 311.55 | |
| Wyndham Hotels And Resorts (WH) | 0.1 | $234k | 2.6k | 90.51 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $223k | 2.1k | 105.45 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $221k | 5.8k | 38.31 | |
| Ge Aerospace Com New (GE) | 0.1 | $218k | 1.1k | 200.15 | |
| SYSCO Corporation (SYY) | 0.1 | $218k | 2.9k | 75.04 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $217k | 4.2k | 51.05 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $216k | 6.3k | 34.20 | |
| Nasdaq Omx (NDAQ) | 0.1 | $215k | 2.8k | 75.86 | |
| Caterpillar (CAT) | 0.1 | $210k | 637.00 | 329.59 | |
| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $209k | 6.5k | 32.36 | |
| Pepsi (PEP) | 0.1 | $208k | 1.4k | 149.94 | |
| Altria (MO) | 0.1 | $202k | 3.4k | 60.02 |