Plimoth Trust as of Dec. 31, 2017
Portfolio Holdings for Plimoth Trust
Plimoth Trust holds 180 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
PowerShares Preferred Portfolio | 3.4 | $9.6M | 647k | 14.86 | |
Apple (AAPL) | 3.2 | $8.8M | 52k | 169.23 | |
iShares Lehman Aggregate Bond (AGG) | 2.5 | $7.0M | 64k | 109.33 | |
Vanguard REIT ETF (VNQ) | 2.4 | $6.8M | 82k | 82.97 | |
JPMorgan Chase & Co. (JPM) | 2.4 | $6.6M | 62k | 106.93 | |
WisdomTree DEFA (DWM) | 2.0 | $5.7M | 102k | 55.78 | |
At&t (T) | 2.0 | $5.5M | 142k | 38.88 | |
Intel Corporation (INTC) | 1.9 | $5.3M | 114k | 46.16 | |
Verizon Communications (VZ) | 1.8 | $5.1M | 97k | 52.93 | |
Microsoft Corporation (MSFT) | 1.7 | $4.8M | 56k | 85.53 | |
Johnson & Johnson (JNJ) | 1.7 | $4.8M | 34k | 139.71 | |
Exxon Mobil Corporation (XOM) | 1.7 | $4.8M | 57k | 83.64 | |
General Electric Company | 1.7 | $4.6M | 266k | 17.45 | |
Pfizer (PFE) | 1.6 | $4.5M | 125k | 36.22 | |
Boeing Company (BA) | 1.6 | $4.5M | 15k | 294.92 | |
Chevron Corporation (CVX) | 1.5 | $4.3M | 34k | 125.18 | |
Cisco Systems (CSCO) | 1.4 | $3.9M | 102k | 38.30 | |
Procter & Gamble Company (PG) | 1.4 | $3.9M | 42k | 91.88 | |
Market Vectors Etf Tr Pfd Sec (PFXF) | 1.4 | $3.8M | 191k | 19.66 | |
Dowdupont | 1.4 | $3.8M | 53k | 71.22 | |
International Business Machines (IBM) | 1.2 | $3.5M | 23k | 153.42 | |
WisdomTree MidCap Dividend Fund (DON) | 1.2 | $3.5M | 98k | 35.28 | |
McDonald's Corporation (MCD) | 1.2 | $3.3M | 19k | 172.13 | |
Altria (MO) | 1.2 | $3.3M | 46k | 71.41 | |
Qualcomm (QCOM) | 1.2 | $3.3M | 51k | 64.03 | |
Abbvie (ABBV) | 1.1 | $3.1M | 32k | 96.71 | |
Bristol Myers Squibb (BMY) | 1.0 | $2.7M | 45k | 61.28 | |
Gilead Sciences (GILD) | 1.0 | $2.7M | 38k | 71.63 | |
WisdomTree SmallCap Dividend Fund (DES) | 1.0 | $2.7M | 93k | 29.05 | |
United Parcel Service (UPS) | 0.9 | $2.7M | 22k | 119.13 | |
Merck & Co (MRK) | 0.9 | $2.6M | 46k | 56.26 | |
Wal-Mart Stores (WMT) | 0.9 | $2.5M | 26k | 98.76 | |
Nextera Energy (NEE) | 0.9 | $2.5M | 16k | 156.16 | |
Tor Dom Bk Cad (TD) | 0.9 | $2.5M | 42k | 58.59 | |
Home Depot (HD) | 0.9 | $2.4M | 13k | 189.48 | |
Microchip Technology (MCHP) | 0.8 | $2.3M | 27k | 87.88 | |
Technology SPDR (XLK) | 0.8 | $2.3M | 36k | 63.96 | |
Invesco (IVZ) | 0.8 | $2.2M | 59k | 36.53 | |
Biogen Idec (BIIB) | 0.8 | $2.1M | 6.7k | 318.50 | |
Coca-Cola Company (KO) | 0.8 | $2.1M | 46k | 45.89 | |
Walt Disney Company (DIS) | 0.8 | $2.1M | 20k | 107.51 | |
Alerian Mlp Etf | 0.7 | $2.1M | 192k | 10.79 | |
Philip Morris International (PM) | 0.7 | $2.0M | 19k | 105.66 | |
CVS Caremark Corporation (CVS) | 0.7 | $2.0M | 27k | 72.50 | |
Duke Energy (DUK) | 0.7 | $2.0M | 24k | 84.12 | |
Target Corporation (TGT) | 0.7 | $2.0M | 30k | 65.24 | |
Pepsi (PEP) | 0.7 | $1.9M | 16k | 119.93 | |
Lowe's Companies (LOW) | 0.7 | $1.9M | 21k | 92.93 | |
Darden Restaurants (DRI) | 0.7 | $1.9M | 20k | 96.04 | |
V.F. Corporation (VFC) | 0.7 | $1.9M | 25k | 74.02 | |
Starbucks Corporation (SBUX) | 0.7 | $1.8M | 31k | 57.44 | |
Eaton (ETN) | 0.7 | $1.8M | 23k | 79.00 | |
BlackRock (BLK) | 0.6 | $1.8M | 3.5k | 513.66 | |
Kimberly-Clark Corporation (KMB) | 0.6 | $1.7M | 15k | 120.69 | |
United Technologies Corporation | 0.6 | $1.7M | 13k | 127.55 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $1.7M | 1.6k | 1053.29 | |
Cognizant Technology Solutions (CTSH) | 0.6 | $1.6M | 23k | 71.03 | |
Amgen (AMGN) | 0.6 | $1.6M | 9.2k | 173.88 | |
Eli Lilly & Co. (LLY) | 0.6 | $1.6M | 19k | 84.45 | |
Novartis (NVS) | 0.6 | $1.6M | 19k | 83.93 | |
Dominion Resources (D) | 0.5 | $1.5M | 19k | 81.03 | |
Union Pacific Corporation (UNP) | 0.5 | $1.5M | 11k | 134.14 | |
Vodafone Group New Adr F (VOD) | 0.5 | $1.5M | 47k | 31.90 | |
American Express Company (AXP) | 0.5 | $1.5M | 15k | 99.29 | |
UnitedHealth (UNH) | 0.5 | $1.5M | 6.8k | 220.47 | |
Caterpillar (CAT) | 0.5 | $1.4M | 8.9k | 157.55 | |
Consolidated Edison (ED) | 0.5 | $1.4M | 17k | 84.98 | |
Nike (NKE) | 0.5 | $1.4M | 22k | 62.55 | |
BB&T Corporation | 0.5 | $1.4M | 27k | 49.72 | |
Financial Select Sector SPDR (XLF) | 0.5 | $1.3M | 47k | 27.91 | |
T. Rowe Price (TROW) | 0.5 | $1.3M | 12k | 104.94 | |
HCP | 0.5 | $1.3M | 50k | 26.09 | |
Capital One Financial (COF) | 0.5 | $1.3M | 13k | 99.58 | |
Health Care SPDR (XLV) | 0.4 | $1.2M | 15k | 82.68 | |
Nucor Corporation (NUE) | 0.4 | $1.2M | 19k | 63.60 | |
State Street Corporation (STT) | 0.4 | $1.2M | 12k | 97.63 | |
Abbott Laboratories (ABT) | 0.4 | $1.2M | 21k | 57.06 | |
Bank of America Corporation (BAC) | 0.4 | $1.1M | 39k | 29.51 | |
Automatic Data Processing (ADP) | 0.4 | $1.1M | 9.7k | 117.24 | |
PowerShares Dynamic Lg. Cap Value | 0.4 | $1.1M | 28k | 38.82 | |
Exelon Corporation (EXC) | 0.4 | $1.1M | 27k | 39.42 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.4 | $1.0M | 10k | 103.59 | |
Consumer Discretionary SPDR (XLY) | 0.4 | $1.1M | 11k | 98.65 | |
Time Warner | 0.4 | $1.0M | 11k | 91.50 | |
Honeywell International (HON) | 0.4 | $995k | 6.5k | 153.44 | |
Southern Company (SO) | 0.3 | $949k | 20k | 48.12 | |
TJX Companies (TJX) | 0.3 | $931k | 12k | 76.45 | |
International Paper Company (IP) | 0.3 | $900k | 16k | 57.96 | |
Independent Bank (INDB) | 0.3 | $883k | 13k | 69.83 | |
Citrix Systems | 0.3 | $868k | 9.9k | 88.03 | |
Pitney Bowes (PBI) | 0.3 | $865k | 78k | 11.17 | |
Wells Fargo & Company (WFC) | 0.3 | $863k | 14k | 60.66 | |
Lockheed Martin Corporation (LMT) | 0.3 | $879k | 2.7k | 321.10 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $873k | 834.00 | 1046.51 | |
Comcast Corporation (CMCSA) | 0.3 | $844k | 21k | 40.04 | |
Goldman Sachs (GS) | 0.3 | $840k | 3.3k | 254.65 | |
Industrial SPDR (XLI) | 0.3 | $838k | 11k | 75.64 | |
F5 Networks (FFIV) | 0.3 | $825k | 6.3k | 131.28 | |
Ishares Inc em mkt min vol (EEMV) | 0.3 | $824k | 14k | 60.77 | |
National Grid (NGG) | 0.3 | $843k | 14k | 58.79 | |
3M Company (MMM) | 0.3 | $785k | 3.3k | 235.44 | |
S&p Global (SPGI) | 0.3 | $792k | 4.7k | 169.48 | |
Travelers Companies (TRV) | 0.3 | $751k | 5.5k | 135.63 | |
Entergy Corporation (ETR) | 0.3 | $746k | 9.2k | 81.42 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.3 | $765k | 23k | 32.99 | |
Facebook Inc cl a (META) | 0.3 | $753k | 4.3k | 176.50 | |
Chubb (CB) | 0.3 | $763k | 5.2k | 146.12 | |
Occidental Petroleum Corporation (OXY) | 0.3 | $735k | 10k | 73.63 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $737k | 6.5k | 114.16 | |
Ameriprise Financial (AMP) | 0.2 | $690k | 4.1k | 169.55 | |
Public Storage (PSA) | 0.2 | $689k | 3.3k | 208.88 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.2 | $699k | 12k | 56.85 | |
Medtronic (MDT) | 0.2 | $689k | 8.5k | 80.78 | |
AFLAC Incorporated (AFL) | 0.2 | $658k | 7.5k | 87.72 | |
SPDR Gold Trust (GLD) | 0.2 | $648k | 5.2k | 123.66 | |
Emerson Electric (EMR) | 0.2 | $618k | 8.9k | 69.72 | |
Williams-Sonoma (WSM) | 0.2 | $601k | 12k | 51.70 | |
Monsanto Company | 0.2 | $590k | 5.1k | 116.74 | |
Cummins (CMI) | 0.2 | $599k | 3.4k | 176.59 | |
Air Products & Chemicals (APD) | 0.2 | $573k | 3.5k | 164.15 | |
MetLife (MET) | 0.2 | $591k | 12k | 50.56 | |
CIGNA Corporation | 0.2 | $563k | 2.8k | 203.18 | |
Raytheon Company | 0.2 | $542k | 2.9k | 188.03 | |
Deere & Company (DE) | 0.2 | $540k | 3.4k | 156.55 | |
Walgreen Boots Alliance (WBA) | 0.2 | $537k | 7.4k | 72.59 | |
Signature Bank (SBNY) | 0.2 | $498k | 3.6k | 137.27 | |
Principal Financial (PFG) | 0.2 | $497k | 7.0k | 70.63 | |
Via | 0.2 | $503k | 16k | 30.80 | |
SYSCO Corporation (SYY) | 0.2 | $492k | 8.1k | 60.67 | |
Schlumberger (SLB) | 0.2 | $513k | 7.6k | 67.40 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $493k | 7.0k | 70.22 | |
Rydex S&P 500 Pure Growth ETF | 0.2 | $493k | 4.7k | 104.71 | |
Hp (HPQ) | 0.2 | $494k | 24k | 21.00 | |
Intuit (INTU) | 0.2 | $482k | 3.1k | 157.77 | |
Skyworks Solutions (SWKS) | 0.2 | $467k | 4.9k | 94.94 | |
Becton, Dickinson and (BDX) | 0.2 | $433k | 2.0k | 214.25 | |
Oracle Corporation (ORCL) | 0.2 | $460k | 9.7k | 47.28 | |
Amazon (AMZN) | 0.2 | $444k | 380.00 | 1168.42 | |
Johnson Controls International Plc equity (JCI) | 0.2 | $440k | 12k | 38.15 | |
Costco Wholesale Corporation (COST) | 0.1 | $426k | 2.3k | 186.21 | |
Maxim Integrated Products | 0.1 | $417k | 8.0k | 52.21 | |
Public Storage Z 6% Pfd Call 6 p | 0.1 | $432k | 16k | 26.47 | |
Carnival Corporation (CCL) | 0.1 | $381k | 5.7k | 66.39 | |
Royal Dutch Shell | 0.1 | $400k | 5.9k | 68.31 | |
Danaher Corporation (DHR) | 0.1 | $403k | 4.3k | 92.75 | |
BHP Billiton (BHP) | 0.1 | $386k | 8.4k | 46.02 | |
ConocoPhillips (COP) | 0.1 | $352k | 6.4k | 54.89 | |
Energy Select Sector SPDR (XLE) | 0.1 | $353k | 4.9k | 72.30 | |
Duke Energy Corp 5.125% public | 0.1 | $363k | 14k | 25.32 | |
Vz 5.9 02/15/54 | 0.1 | $349k | 13k | 26.40 | |
Total (TTE) | 0.1 | $334k | 6.0k | 55.24 | |
Service Corporation International (SCI) | 0.1 | $336k | 9.0k | 37.33 | |
Unilever (UL) | 0.1 | $338k | 6.1k | 55.33 | |
Simon Property (SPG) | 0.1 | $337k | 2.0k | 171.55 | |
Stanleyblack&decker5.75 p | 0.1 | $345k | 14k | 25.19 | |
Mondelez Int (MDLZ) | 0.1 | $336k | 7.8k | 42.81 | |
General Mills (GIS) | 0.1 | $320k | 5.4k | 59.20 | |
Praxair | 0.1 | $305k | 2.0k | 154.78 | |
Alliance Data Systems Corporation (BFH) | 0.1 | $304k | 1.2k | 253.45 | |
Nextera Energy 5.00% Ser J public | 0.1 | $312k | 13k | 24.95 | |
Bb&t Corp dp shs rp pf | 0.1 | $312k | 12k | 25.12 | |
Jpm 6.3 12/31/49 | 0.1 | $307k | 11k | 27.00 | |
United Par | 0.1 | $304k | 2.6k | 119.12 | |
PPL Corporation (PPL) | 0.1 | $290k | 9.4k | 30.93 | |
Rydex Etf Trust s^psc600 purgr | 0.1 | $275k | 2.4k | 114.72 | |
Si Financial Group | 0.1 | $291k | 20k | 14.68 | |
U.S. Bancorp (USB) | 0.1 | $244k | 4.6k | 53.49 | |
Berkshire Hathaway (BRK.B) | 0.1 | $251k | 1.3k | 198.42 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $259k | 971.00 | 266.41 | |
Materials SPDR (XLB) | 0.1 | $253k | 4.2k | 60.41 | |
Teva Pharmaceutical Industries (TEVA) | 0.1 | $225k | 12k | 18.95 | |
Norfolk Southern (NSC) | 0.1 | $210k | 1.5k | 144.83 | |
Unilever | 0.1 | $223k | 3.9k | 56.58 | |
Paccar (PCAR) | 0.1 | $214k | 3.0k | 70.98 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $221k | 641.00 | 344.77 | |
State Street | 0.1 | $227k | 8.6k | 26.46 | |
Eversource Energy (ES) | 0.1 | $212k | 3.4k | 62.94 | |
Real Estate Select Sect Spdr (XLRE) | 0.1 | $229k | 6.9k | 32.95 | |
Bank Of New York Mellon 5.2% public | 0.1 | $205k | 8.2k | 25.09 | |
Genelink (GNLKQ) | 0.0 | $0 | 90k | 0.00 |