Piedmont Capital Management as of Dec. 31, 2024
Portfolio Holdings for Piedmont Capital Management
Piedmont Capital Management holds 52 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 |
|---|---|---|---|---|---|
| Vanguard World Mega Grwth Ind (MGK) | 26.1 | $43M | 126k | 342.38 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 12.5 | $21M | 162k | 127.66 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.2 | $14M | 25k | 537.80 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 7.6 | $13M | 238k | 52.69 | |
| Spdr Ser Tr Dj Reit Etf (RWR) | 6.6 | $11M | 112k | 97.87 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 5.2 | $8.7M | 35k | 245.01 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 4.9 | $8.1M | 159k | 50.89 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 4.5 | $7.5M | 59k | 127.32 | |
| Invesco Exch Taded Fd Tr Ii Sr Ln Etf (BKLN) | 2.2 | $3.6M | 172k | 21.07 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $2.9M | 10k | 289.42 | |
| Ishares Tr Cre U S Reit Etf | 1.6 | $2.7M | 47k | 56.71 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.6 | $2.6M | 90k | 28.68 | |
| Vaneck Etf Trust Clo Etf (CLOI) | 1.2 | $2.1M | 39k | 52.79 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.9 | $1.5M | 37k | 40.28 | |
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.8 | $1.4M | 37k | 38.39 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $1.3M | 6.9k | 195.04 | |
| Cisco Systems (CSCO) | 0.8 | $1.3M | 23k | 59.01 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.8 | $1.3M | 23k | 57.24 | |
| International Business Machines (IBM) | 0.7 | $1.2M | 5.4k | 219.94 | |
| 3M Company (MMM) | 0.7 | $1.1M | 8.8k | 129.83 | |
| Verizon Communications (VZ) | 0.7 | $1.1M | 28k | 40.21 | |
| Coca-Cola Company (KO) | 0.6 | $1.1M | 17k | 61.92 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $979k | 11k | 88.26 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $958k | 13k | 71.95 | |
| Invsc Qqq Tr Unit Ser | 0.6 | $926k | 1.8k | 510.44 | |
| Dow (DOW) | 0.5 | $855k | 22k | 39.69 | |
| Stantec (STN) | 0.5 | $822k | 11k | 78.63 | |
| Chevron Corporation (CVX) | 0.5 | $760k | 5.2k | 147.02 | |
| Microsoft Corporation (MSFT) | 0.4 | $724k | 1.7k | 418.63 | |
| Amgen (AMGN) | 0.4 | $671k | 2.6k | 259.33 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $666k | 2.7k | 245.44 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $649k | 6.0k | 107.51 | |
| Ishares Silver Tr Ishares (SLV) | 0.4 | $633k | 24k | 26.95 | |
| Hewlett Packard Enterprise (HPE) | 0.4 | $623k | 29k | 21.47 | |
| Hp (HPQ) | 0.4 | $586k | 18k | 32.55 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $577k | 2.4k | 240.93 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $518k | 882.00 | 587.68 | |
| Johnson & Johnson (JNJ) | 0.3 | $513k | 3.6k | 144.07 | |
| Home Depot (HD) | 0.2 | $409k | 1.1k | 388.58 | |
| Goldman Sachs (GS) | 0.2 | $406k | 704.00 | 576.29 | |
| Merck & Co (MRK) | 0.2 | $366k | 3.7k | 99.12 | |
| Telus Ord (TU) | 0.2 | $327k | 24k | 13.63 | |
| Simon Property (SPG) | 0.2 | $320k | 1.8k | 173.09 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $294k | 503.00 | 584.92 | |
| Caterpillar (CAT) | 0.2 | $264k | 732.00 | 360.04 | |
| Glacier Ban (GBCI) | 0.2 | $262k | 5.3k | 49.76 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $260k | 2.8k | 92.21 | |
| Oracle Corporation (ORCL) | 0.1 | $231k | 1.4k | 166.07 | |
| Apple (AAPL) | 0.1 | $227k | 930.00 | 243.67 | |
| Wal-Mart Stores (WMT) | 0.1 | $214k | 2.4k | 90.11 | |
| Procter & Gamble Company (PG) | 0.1 | $213k | 1.3k | 166.34 | |
| Gabelli Utility Trust (GUT) | 0.1 | $126k | 25k | 5.11 |
