Peddock Capital Advisors as of June 30, 2025
Portfolio Holdings for Peddock Capital Advisors
Peddock Capital Advisors holds 157 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 14.5 | $63M | 397k | 157.99 | |
| Exxon Mobil Corporation (XOM) | 6.7 | $29M | 268k | 107.80 | |
| Ishares Tr Core S&p500 Etf (IVV) | 5.2 | $23M | 36k | 620.91 | |
| Apple (AAPL) | 5.0 | $22M | 105k | 205.17 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 3.1 | $14M | 136k | 99.20 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.4 | $11M | 45k | 236.98 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $10M | 17k | 617.83 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.2 | $9.7M | 17k | 566.47 | |
| Chevron Corporation (CVX) | 2.0 | $8.8M | 62k | 143.19 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.0 | $8.5M | 47k | 181.74 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.9 | $8.2M | 103k | 79.50 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $8.1M | 28k | 289.91 | |
| Quanta Services (PWR) | 1.5 | $6.6M | 18k | 378.08 | |
| Microsoft Corporation (MSFT) | 1.5 | $6.5M | 13k | 497.39 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $6.4M | 35k | 182.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $5.9M | 34k | 176.23 | |
| McKesson Corporation (MCK) | 1.3 | $5.8M | 7.9k | 732.74 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $5.5M | 25k | 215.79 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $5.0M | 17k | 304.82 | |
| Mastercard Incorporated Cl A (MA) | 1.1 | $4.8M | 8.6k | 561.94 | |
| Wal-Mart Stores (WMT) | 1.1 | $4.6M | 47k | 97.78 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 0.9 | $4.1M | 93k | 43.58 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.9 | $4.0M | 17k | 240.32 | |
| Eli Lilly & Co. (LLY) | 0.9 | $4.0M | 5.1k | 779.57 | |
| Select Sector Spdr Tr Financial (XLF) | 0.9 | $4.0M | 76k | 52.37 | |
| Select Sector Spdr Tr Technology (XLK) | 0.9 | $4.0M | 16k | 253.23 | |
| Amazon (AMZN) | 0.9 | $3.8M | 18k | 219.39 | |
| Fiserv (FI) | 0.9 | $3.8M | 22k | 172.41 | |
| Bank of America Corporation (BAC) | 0.9 | $3.8M | 79k | 47.32 | |
| Darden Restaurants (DRI) | 0.9 | $3.7M | 17k | 217.97 | |
| Broadcom (AVGO) | 0.8 | $3.6M | 13k | 275.65 | |
| Constellation Brands Cl A (STZ) | 0.8 | $3.4M | 21k | 162.68 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $3.4M | 6.2k | 551.64 | |
| Allstate Corporation (ALL) | 0.7 | $3.2M | 16k | 201.31 | |
| Public Service Enterprise (PEG) | 0.7 | $3.1M | 37k | 84.18 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $3.1M | 7.3k | 424.55 | |
| Roper Industries (ROP) | 0.7 | $3.0M | 5.3k | 566.83 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $3.0M | 7.4k | 405.45 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.7 | $2.9M | 26k | 113.21 | |
| Travelers Companies (TRV) | 0.7 | $2.9M | 11k | 267.54 | |
| International Business Machines (IBM) | 0.7 | $2.9M | 9.8k | 294.79 | |
| Kla Corp Com New (KLAC) | 0.6 | $2.7M | 3.0k | 895.70 | |
| Cummins (CMI) | 0.6 | $2.7M | 8.2k | 327.50 | |
| Cisco Systems (CSCO) | 0.6 | $2.6M | 38k | 69.38 | |
| Capital One Financial (COF) | 0.6 | $2.6M | 12k | 212.77 | |
| McDonald's Corporation (MCD) | 0.6 | $2.5M | 8.6k | 292.16 | |
| Ameriprise Financial (AMP) | 0.6 | $2.4M | 4.6k | 533.75 | |
| Procter & Gamble Company (PG) | 0.5 | $2.3M | 15k | 159.31 | |
| Meta Platforms Cl A (META) | 0.5 | $2.3M | 3.1k | 738.02 | |
| Lowe's Companies (LOW) | 0.5 | $2.3M | 10k | 221.88 | |
| Coca-Cola Company (KO) | 0.5 | $2.3M | 32k | 70.75 | |
| Gilead Sciences (GILD) | 0.5 | $2.0M | 18k | 110.87 | |
| Stryker Corporation (SYK) | 0.4 | $1.8M | 4.6k | 395.60 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.4 | $1.8M | 85k | 20.92 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $1.7M | 5.1k | 339.54 | |
| Verizon Communications (VZ) | 0.4 | $1.7M | 39k | 43.27 | |
| Costco Wholesale Corporation (COST) | 0.4 | $1.6M | 1.7k | 989.94 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $1.6M | 20k | 81.66 | |
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $1.6M | 19k | 84.81 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.5M | 9.9k | 152.75 | |
| 3M Company (MMM) | 0.3 | $1.5M | 9.6k | 152.24 | |
| DTE Energy Company (DTE) | 0.3 | $1.4M | 11k | 132.46 | |
| Virtu Finl Cl A (VIRT) | 0.3 | $1.4M | 32k | 44.79 | |
| Trane Technologies SHS (TT) | 0.3 | $1.4M | 3.2k | 437.41 | |
| Union Pacific Corporation (UNP) | 0.3 | $1.4M | 6.0k | 230.07 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.3M | 14k | 93.87 | |
| Cheniere Energy Com New (LNG) | 0.3 | $1.2M | 5.1k | 243.54 | |
| Synopsys (SNPS) | 0.3 | $1.2M | 2.4k | 512.68 | |
| Target Corporation (TGT) | 0.3 | $1.2M | 12k | 98.65 | |
| Zoetis Cl A (ZTS) | 0.3 | $1.2M | 7.6k | 155.94 | |
| Tyson Foods Cl A (TSN) | 0.3 | $1.2M | 21k | 55.94 | |
| Arcosa (ACA) | 0.3 | $1.1M | 13k | 86.71 | |
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.3 | $1.1M | 14k | 81.40 | |
| Valero Energy Corporation (VLO) | 0.3 | $1.1M | 8.3k | 134.42 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.1M | 6.3k | 177.40 | |
| Danaher Corporation (DHR) | 0.2 | $1.0M | 5.3k | 197.55 | |
| Uber Technologies (UBER) | 0.2 | $1.0M | 11k | 93.30 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $1.0M | 19k | 53.29 | |
| MetLife (MET) | 0.2 | $989k | 12k | 80.42 | |
| General Dynamics Corporation (GD) | 0.2 | $973k | 3.3k | 291.66 | |
| United Rentals (URI) | 0.2 | $900k | 1.2k | 753.40 | |
| Pfizer (PFE) | 0.2 | $878k | 36k | 24.24 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $876k | 13k | 69.02 | |
| LKQ Corporation (LKQ) | 0.2 | $864k | 23k | 37.01 | |
| At&t (T) | 0.2 | $838k | 29k | 28.94 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $816k | 5.6k | 146.02 | |
| Ecolab (ECL) | 0.2 | $793k | 2.9k | 269.48 | |
| Microchip Technology (MCHP) | 0.2 | $779k | 11k | 70.37 | |
| CF Industries Holdings (CF) | 0.2 | $775k | 8.4k | 92.00 | |
| Merck & Co (MRK) | 0.2 | $755k | 9.5k | 79.16 | |
| Chubb (CB) | 0.2 | $745k | 2.6k | 289.72 | |
| Hp (HPQ) | 0.2 | $725k | 30k | 24.46 | |
| American Electric Power Company (AEP) | 0.2 | $719k | 6.9k | 103.76 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $675k | 3.3k | 207.62 | |
| Walt Disney Company (DIS) | 0.2 | $655k | 5.3k | 124.01 | |
| WESCO International (WCC) | 0.1 | $600k | 3.2k | 185.20 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $595k | 1.2k | 485.77 | |
| Albertsons Cos Common Stock (ACI) | 0.1 | $572k | 27k | 21.51 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $537k | 4.0k | 132.80 | |
| Abbvie (ABBV) | 0.1 | $513k | 2.8k | 185.65 | |
| Oracle Corporation (ORCL) | 0.1 | $512k | 2.3k | 218.62 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $510k | 4.7k | 109.30 | |
| Visa Com Cl A (V) | 0.1 | $505k | 1.4k | 355.14 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $502k | 6.1k | 82.86 | |
| Emerson Electric (EMR) | 0.1 | $497k | 3.7k | 133.33 | |
| Zimmer Holdings (ZBH) | 0.1 | $494k | 5.4k | 91.21 | |
| Huntington Ingalls Inds (HII) | 0.1 | $483k | 2.0k | 241.46 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $477k | 44k | 10.92 | |
| TJX Companies (TJX) | 0.1 | $464k | 3.8k | 123.49 | |
| L3harris Technologies (LHX) | 0.1 | $459k | 1.8k | 250.84 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $453k | 4.9k | 93.16 | |
| Boston Scientific Corporation (BSX) | 0.1 | $449k | 4.2k | 107.41 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $442k | 3.3k | 133.29 | |
| Aptiv Com Shs (APTV) | 0.1 | $441k | 6.5k | 68.22 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $437k | 11k | 41.59 | |
| Wp Carey (WPC) | 0.1 | $418k | 6.7k | 62.38 | |
| Tesla Motors (TSLA) | 0.1 | $412k | 1.3k | 317.73 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $410k | 2.4k | 173.27 | |
| American Water Works (AWK) | 0.1 | $382k | 2.7k | 139.11 | |
| Carrier Global Corporation (CARR) | 0.1 | $378k | 5.2k | 73.19 | |
| BP Sponsored Adr (BP) | 0.1 | $370k | 12k | 29.93 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $359k | 3.9k | 91.11 | |
| Automatic Data Processing (ADP) | 0.1 | $340k | 1.1k | 308.40 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $330k | 29k | 11.29 | |
| Analog Devices (ADI) | 0.1 | $325k | 1.4k | 238.02 | |
| Wells Fargo & Company (WFC) | 0.1 | $322k | 4.0k | 80.12 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $319k | 2.6k | 121.01 | |
| salesforce (CRM) | 0.1 | $318k | 1.2k | 272.73 | |
| Sherwin-Williams Company (SHW) | 0.1 | $316k | 920.00 | 343.36 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $316k | 2.1k | 149.58 | |
| Akoya Biosciences (AKYA) | 0.1 | $305k | 235k | 1.30 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $300k | 1.7k | 176.72 | |
| Prologis (PLD) | 0.1 | $296k | 2.8k | 105.12 | |
| CVS Caremark Corporation (CVS) | 0.1 | $294k | 4.3k | 68.99 | |
| Fidelity National Financial Com Shs (FNF) | 0.1 | $291k | 5.2k | 56.06 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $281k | 4.9k | 57.86 | |
| Ge Aerospace Com New (GE) | 0.1 | $280k | 1.1k | 257.39 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $276k | 3.0k | 91.97 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $267k | 1.3k | 204.67 | |
| Home Depot (HD) | 0.1 | $267k | 727.00 | 366.64 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $257k | 6.3k | 40.78 | |
| Starwood Property Trust (STWD) | 0.1 | $254k | 13k | 20.07 | |
| Nasdaq Omx (NDAQ) | 0.1 | $253k | 2.8k | 89.42 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $251k | 2.4k | 104.49 | |
| Caterpillar (CAT) | 0.1 | $247k | 637.00 | 388.09 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $245k | 2.1k | 118.00 | |
| Bristol Myers Squibb (BMY) | 0.1 | $243k | 5.3k | 46.29 | |
| Eaton Corp SHS (ETN) | 0.1 | $242k | 678.00 | 356.99 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $240k | 802.00 | 298.79 | |
| Medtronic SHS (MDT) | 0.1 | $237k | 2.7k | 87.17 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $236k | 5.8k | 40.83 | |
| ConocoPhillips (COP) | 0.1 | $236k | 2.6k | 89.75 | |
| SYSCO Corporation (SYY) | 0.1 | $220k | 2.9k | 75.74 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $220k | 4.3k | 51.02 | |
| Amgen (AMGN) | 0.0 | $211k | 755.00 | 279.21 | |
| Wyndham Hotels And Resorts (WH) | 0.0 | $210k | 2.6k | 81.21 | |
| Quanterix Ord (QTRX) | 0.0 | $117k | 18k | 6.65 |