St Germain D J as of Dec. 31, 2019
Portfolio Holdings for St Germain D J
St Germain D J holds 213 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 6.0 | $71M | 776k | 91.33 | |
Apple (AAPL) | 5.2 | $62M | 211k | 293.65 | |
J P Morgan Exchange Traded F jpmorgan diver (JPUS) | 4.0 | $48M | 603k | 79.66 | |
iShares Lehman MBS Bond Fund (MBB) | 3.9 | $47M | 433k | 108.06 | |
Vanguard Emerging Markets ETF (VWO) | 2.9 | $34M | 765k | 44.47 | |
Alphabet Inc Class A cs (GOOGL) | 2.8 | $34M | 25k | 1339.39 | |
JPMorgan Chase & Co. (JPM) | 2.5 | $29M | 209k | 139.40 | |
Johnson & Johnson (JNJ) | 2.3 | $27M | 185k | 145.87 | |
Procter & Gamble Company (PG) | 2.1 | $25M | 203k | 124.90 | |
CVS Caremark Corporation (CVS) | 2.1 | $25M | 337k | 74.29 | |
Amgen (AMGN) | 1.9 | $23M | 95k | 241.08 | |
Ishares Trust Barclays (CMBS) | 1.8 | $21M | 405k | 52.79 | |
Ishares Tr cmn (GOVT) | 1.8 | $21M | 803k | 25.94 | |
Rayonier (RYN) | 1.7 | $20M | 609k | 32.76 | |
Cisco Systems (CSCO) | 1.6 | $20M | 409k | 47.96 | |
Alerian Mlp Etf | 1.6 | $19M | 2.3M | 8.50 | |
Qualcomm (QCOM) | 1.5 | $18M | 205k | 88.23 | |
Verizon Communications (VZ) | 1.4 | $17M | 281k | 61.40 | |
Microsoft Corporation (MSFT) | 1.4 | $17M | 108k | 157.70 | |
General Mills (GIS) | 1.4 | $17M | 312k | 53.56 | |
Walt Disney Company (DIS) | 1.4 | $16M | 114k | 144.63 | |
Fortive (FTV) | 1.3 | $16M | 209k | 76.39 | |
Cummins (CMI) | 1.3 | $16M | 89k | 178.96 | |
BlackRock (BLK) | 1.3 | $16M | 31k | 502.71 | |
Chubb (CB) | 1.3 | $16M | 99k | 155.66 | |
Exxon Mobil Corporation (XOM) | 1.3 | $15M | 215k | 69.78 | |
Pepsi (PEP) | 1.2 | $15M | 106k | 136.67 | |
Bank Of Montreal Cadcom (BMO) | 1.2 | $15M | 188k | 77.50 | |
Schlumberger (SLB) | 1.2 | $14M | 354k | 40.20 | |
Cerner Corporation | 1.1 | $14M | 186k | 73.39 | |
Facebook Inc cl a (META) | 1.1 | $13M | 65k | 205.25 | |
Wells Fargo & Company (WFC) | 1.1 | $13M | 232k | 53.80 | |
Intel Corporation (INTC) | 1.0 | $12M | 200k | 59.85 | |
American Express Company (AXP) | 1.0 | $12M | 96k | 124.49 | |
Vanguard Europe Pacific ETF (VEA) | 1.0 | $12M | 267k | 44.06 | |
SPDR Wells Fargo Prfd Stk ETF (PSK) | 1.0 | $12M | 264k | 44.01 | |
Novo Nordisk A/S (NVO) | 0.9 | $11M | 192k | 57.88 | |
Global X Fds glbl x mlp etf | 0.9 | $11M | 1.4M | 7.88 | |
Oracle Corporation (ORCL) | 0.8 | $10M | 189k | 52.98 | |
Amazon (AMZN) | 0.8 | $9.9M | 5.3k | 1847.91 | |
Becton, Dickinson and (BDX) | 0.8 | $9.1M | 34k | 271.97 | |
Pfizer (PFE) | 0.8 | $9.0M | 230k | 39.18 | |
Spdr S&p 500 Etf (SPY) | 0.8 | $9.1M | 28k | 321.85 | |
Zimmer Holdings (ZBH) | 0.7 | $8.8M | 59k | 149.68 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.7 | $8.7M | 193k | 44.87 | |
Industries N shs - a - (LYB) | 0.7 | $8.4M | 89k | 94.48 | |
Booking Holdings (BKNG) | 0.7 | $8.4M | 4.1k | 2053.74 | |
At&t (T) | 0.7 | $7.7M | 197k | 39.08 | |
First American Financial (FAF) | 0.6 | $7.3M | 125k | 58.32 | |
Wal-Mart Stores (WMT) | 0.6 | $7.0M | 59k | 118.84 | |
Vanguard Short-Term Bond ETF (BSV) | 0.6 | $7.1M | 88k | 80.60 | |
Alphabet Inc Class C cs (GOOG) | 0.6 | $6.6M | 4.9k | 1337.04 | |
UnitedHealth (UNH) | 0.5 | $6.4M | 22k | 293.98 | |
Palo Alto Networks (PANW) | 0.5 | $6.4M | 28k | 231.25 | |
Abbvie (ABBV) | 0.5 | $6.5M | 73k | 88.53 | |
National-Oilwell Var | 0.5 | $6.2M | 247k | 25.05 | |
Blackstone Group Inc Com Cl A (BX) | 0.5 | $6.0M | 107k | 55.94 | |
Comcast Corporation (CMCSA) | 0.5 | $5.7M | 126k | 44.97 | |
Abb (ABBNY) | 0.5 | $5.7M | 238k | 24.09 | |
Paypal Holdings (PYPL) | 0.5 | $5.5M | 51k | 108.18 | |
L Brands | 0.5 | $5.3M | 295k | 18.12 | |
Medtronic (MDT) | 0.5 | $5.4M | 48k | 113.46 | |
Ss&c Technologies Holding (SSNC) | 0.4 | $5.1M | 84k | 61.40 | |
Morgan Stanley (MS) | 0.4 | $5.0M | 98k | 51.12 | |
salesforce (CRM) | 0.4 | $4.8M | 30k | 162.65 | |
Ares Capital Corporation (ARCC) | 0.4 | $4.9M | 261k | 18.65 | |
Home Depot (HD) | 0.4 | $4.5M | 21k | 218.40 | |
Market Vectors Etf Tr Oil Svcs | 0.4 | $4.5M | 337k | 13.25 | |
Corning Incorporated (GLW) | 0.4 | $4.3M | 149k | 29.11 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.4 | $4.3M | 116k | 37.59 | |
Vanguard Total Bond Market ETF (BND) | 0.3 | $4.0M | 48k | 83.85 | |
Goldman Sachs (GS) | 0.3 | $3.8M | 17k | 229.95 | |
International Paper Company (IP) | 0.3 | $3.6M | 77k | 46.05 | |
Constellation Brands (STZ) | 0.3 | $3.3M | 18k | 189.73 | |
Wisdomtree Tr blmbrg fl tr | 0.3 | $3.3M | 132k | 25.06 | |
Merck & Co (MRK) | 0.3 | $3.2M | 35k | 90.95 | |
Northwest Bancshares (NWBI) | 0.3 | $3.3M | 197k | 16.63 | |
People's United Financial | 0.2 | $3.0M | 176k | 16.90 | |
McDonald's Corporation (MCD) | 0.2 | $2.7M | 14k | 197.62 | |
3M Company (MMM) | 0.2 | $2.7M | 16k | 176.44 | |
TJX Companies (TJX) | 0.2 | $2.6M | 43k | 61.05 | |
Visa (V) | 0.2 | $2.7M | 14k | 187.90 | |
Uber Technologies (UBER) | 0.2 | $2.6M | 89k | 29.74 | |
Eversource Energy (ES) | 0.2 | $2.5M | 29k | 85.06 | |
Automatic Data Processing (ADP) | 0.2 | $2.2M | 13k | 170.53 | |
Ishares Tr fltg rate nt (FLOT) | 0.2 | $2.3M | 44k | 50.92 | |
Berkshire Hathaway (BRK.B) | 0.2 | $2.1M | 9.3k | 226.53 | |
Costco Wholesale Corporation (COST) | 0.2 | $2.2M | 7.3k | 293.93 | |
Chevron Corporation (CVX) | 0.2 | $2.0M | 17k | 120.49 | |
Union Pacific Corporation (UNP) | 0.2 | $2.0M | 11k | 180.75 | |
Hormel Foods Corporation (HRL) | 0.2 | $1.9M | 43k | 45.12 | |
L3harris Technologies (LHX) | 0.2 | $1.9M | 9.5k | 197.83 | |
Abbott Laboratories (ABT) | 0.1 | $1.8M | 21k | 86.85 | |
Dominion Resources (D) | 0.1 | $1.8M | 22k | 82.83 | |
iShares S&P 500 Index (IVV) | 0.1 | $1.8M | 5.6k | 323.28 | |
Nextera Energy (NEE) | 0.1 | $1.6M | 6.6k | 242.14 | |
United Technologies Corporation | 0.1 | $1.7M | 11k | 149.72 | |
Lululemon Athletica (LULU) | 0.1 | $1.6M | 7.0k | 231.71 | |
Honeywell International (HON) | 0.1 | $1.5M | 8.7k | 177.04 | |
Skyworks Solutions (SWKS) | 0.1 | $1.6M | 13k | 120.90 | |
Emerson Electric (EMR) | 0.1 | $1.4M | 19k | 76.26 | |
Texas Instruments Incorporated (TXN) | 0.1 | $1.4M | 11k | 128.33 | |
Illinois Tool Works (ITW) | 0.1 | $1.4M | 7.7k | 179.59 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.3M | 21k | 64.17 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $1.3M | 9.6k | 137.59 | |
AFLAC Incorporated (AFL) | 0.1 | $1.4M | 26k | 52.88 | |
Boeing Company (BA) | 0.1 | $1.3M | 4.0k | 325.64 | |
Nike (NKE) | 0.1 | $1.3M | 13k | 101.30 | |
Applied Materials (AMAT) | 0.1 | $1.4M | 22k | 61.02 | |
Coca-Cola Company (KO) | 0.1 | $1.1M | 21k | 55.34 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.2M | 18k | 68.85 | |
iShares Russell 2000 Index (IWM) | 0.1 | $1.1M | 6.9k | 165.65 | |
International Business Machines (IBM) | 0.1 | $1.1M | 8.3k | 134.06 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.1 | $1.1M | 14k | 79.27 | |
Becton Dickinson & Co pfd shs conv a | 0.1 | $1.0M | 16k | 65.43 | |
Target Corporation (TGT) | 0.1 | $970k | 7.6k | 128.15 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $983k | 14k | 69.47 | |
Bank of America Corporation (BAC) | 0.1 | $868k | 25k | 35.24 | |
General Electric Company | 0.1 | $813k | 73k | 11.16 | |
Ross Stores (ROST) | 0.1 | $877k | 7.5k | 116.37 | |
Air Products & Chemicals (APD) | 0.1 | $842k | 3.6k | 235.00 | |
Enterprise Products Partners (EPD) | 0.1 | $821k | 29k | 28.16 | |
Ingersoll-rand Co Ltd-cl A | 0.1 | $832k | 6.3k | 132.91 | |
Blackstone Mtg Tr (BXMT) | 0.1 | $796k | 21k | 37.24 | |
Dupont De Nemours (DD) | 0.1 | $801k | 13k | 64.17 | |
Lockheed Martin Corporation (LMT) | 0.1 | $768k | 2.0k | 389.45 | |
Gilead Sciences (GILD) | 0.1 | $749k | 12k | 64.99 | |
Eaton (ETN) | 0.1 | $750k | 7.9k | 94.73 | |
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.1 | $766k | 15k | 50.55 | |
Invesco Exchng Traded Fd Tr 1 30 lader tre (GOVI) | 0.1 | $712k | 21k | 34.47 | |
Taiwan Semiconductor Mfg (TSM) | 0.1 | $540k | 9.3k | 58.06 | |
Cme (CME) | 0.1 | $587k | 2.9k | 200.68 | |
MasterCard Incorporated (MA) | 0.1 | $623k | 2.1k | 298.37 | |
Caterpillar (CAT) | 0.1 | $624k | 4.2k | 147.69 | |
Analog Devices (ADI) | 0.1 | $579k | 4.9k | 118.77 | |
American Electric Power Company (AEP) | 0.1 | $582k | 6.2k | 94.47 | |
Danaher Corporation (DHR) | 0.1 | $560k | 3.7k | 153.38 | |
Starbucks Corporation (SBUX) | 0.1 | $556k | 6.3k | 87.99 | |
Clorox Company (CLX) | 0.1 | $543k | 3.5k | 153.61 | |
Fiserv (FI) | 0.1 | $620k | 5.4k | 115.54 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $554k | 5.2k | 105.62 | |
Vanguard Health Care ETF (VHT) | 0.1 | $625k | 3.3k | 191.72 | |
Duke Energy (DUK) | 0.1 | $591k | 6.5k | 91.19 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.1 | $566k | 12k | 49.14 | |
Dow (DOW) | 0.1 | $611k | 11k | 54.74 | |
State Street Corporation (STT) | 0.0 | $455k | 5.8k | 79.13 | |
PNC Financial Services (PNC) | 0.0 | $446k | 2.8k | 159.51 | |
Norfolk Southern (NSC) | 0.0 | $522k | 2.7k | 194.12 | |
Raytheon Company | 0.0 | $529k | 2.4k | 219.59 | |
Novartis (NVS) | 0.0 | $520k | 5.5k | 94.65 | |
Altria (MO) | 0.0 | $448k | 9.0k | 49.92 | |
Capital One Financial (COF) | 0.0 | $419k | 4.1k | 102.87 | |
Deere & Company (DE) | 0.0 | $435k | 2.5k | 173.10 | |
Philip Morris International (PM) | 0.0 | $464k | 5.4k | 85.17 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $442k | 3.2k | 136.42 | |
Southern Company (SO) | 0.0 | $491k | 7.7k | 63.64 | |
Entergy Corporation (ETR) | 0.0 | $424k | 3.5k | 119.81 | |
IPG Photonics Corporation (IPGP) | 0.0 | $435k | 3.0k | 145.00 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $512k | 3.0k | 169.82 | |
Woodward Governor Company (WWD) | 0.0 | $519k | 4.4k | 118.49 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $482k | 2.7k | 175.91 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $427k | 4.5k | 94.80 | |
iShares Russell 2000 Value Index (IWN) | 0.0 | $464k | 3.6k | 128.60 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $454k | 2.1k | 214.15 | |
Vanguard REIT ETF (VNQ) | 0.0 | $446k | 4.8k | 92.88 | |
U.S. Bancorp (USB) | 0.0 | $401k | 6.8k | 59.25 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $399k | 4.2k | 95.11 | |
Berkshire Hathaway (BRK.A) | 0.0 | $340k | 1.00 | 340000.00 | |
Stryker Corporation (SYK) | 0.0 | $410k | 2.0k | 210.15 | |
Accenture (ACN) | 0.0 | $316k | 1.5k | 210.67 | |
Public Service Enterprise (PEG) | 0.0 | $410k | 6.9k | 59.11 | |
Pioneer Natural Resources | 0.0 | $378k | 2.5k | 151.20 | |
Berkshire Hills Ban (BHLB) | 0.0 | $351k | 11k | 32.92 | |
Magellan Midstream Partners | 0.0 | $415k | 6.6k | 62.88 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $395k | 3.6k | 110.18 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $369k | 2.3k | 163.56 | |
Vanguard Value ETF (VTV) | 0.0 | $401k | 3.3k | 119.99 | |
iShares Russell 3000 Value Index (IUSV) | 0.0 | $308k | 4.9k | 62.99 | |
Vanguard Information Technology ETF (VGT) | 0.0 | $374k | 1.5k | 245.09 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.0 | $329k | 2.6k | 125.57 | |
iShares Russell 3000 Growth Index (IUSG) | 0.0 | $365k | 5.4k | 67.59 | |
Phillips 66 (PSX) | 0.0 | $327k | 2.9k | 111.34 | |
Walgreen Boots Alliance (WBA) | 0.0 | $323k | 5.5k | 59.04 | |
Wec Energy Group (WEC) | 0.0 | $321k | 3.5k | 92.11 | |
Linde | 0.0 | $387k | 1.8k | 213.11 | |
Corteva (CTVA) | 0.0 | $341k | 12k | 29.59 | |
CSX Corporation (CSX) | 0.0 | $293k | 4.1k | 72.31 | |
Ecolab (ECL) | 0.0 | $246k | 1.3k | 192.64 | |
Waste Management (WM) | 0.0 | $279k | 2.5k | 113.88 | |
Yum! Brands (YUM) | 0.0 | $291k | 2.9k | 100.87 | |
SPDR Gold Trust (GLD) | 0.0 | $245k | 1.7k | 142.77 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $276k | 2.3k | 120.42 | |
Key (KEY) | 0.0 | $211k | 10k | 20.27 | |
Seagate Technology Com Stk | 0.0 | $263k | 4.4k | 59.50 | |
Old Dominion Freight Line (ODFL) | 0.0 | $285k | 1.5k | 190.00 | |
Wabtec Corporation (WAB) | 0.0 | $238k | 3.1k | 77.83 | |
Kimco Realty Corporation (KIM) | 0.0 | $207k | 10k | 20.70 | |
Dollar General (DG) | 0.0 | $297k | 1.9k | 156.15 | |
iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.0 | $209k | 1.5k | 143.64 | |
Vanguard Consumer Staples ETF (VDC) | 0.0 | $211k | 1.3k | 160.82 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $271k | 3.3k | 81.09 | |
Novozymes A/s Unspons (NVZMY) | 0.0 | $244k | 5.0k | 48.80 | |
Goldman Sachs Group I preferr (GS.PA) | 0.0 | $216k | 9.9k | 21.82 | |
Spdr Ser Tr cmn (FLRN) | 0.0 | $262k | 8.5k | 30.79 | |
Essent (ESNT) | 0.0 | $208k | 4.0k | 52.00 | |
S&p Global (SPGI) | 0.0 | $208k | 761.00 | 273.32 | |
Barings Corporate Investors (MCI) | 0.0 | $268k | 16k | 16.88 | |
Pgx etf (PGX) | 0.0 | $191k | 13k | 15.04 | |
Fs Energy & Power Fund | 0.0 | $85k | 15k | 5.75 | |
Green Energy Resource (GRGR) | 0.0 | $0 | 200k | 0.00 | |
Freedom Environmental Services | 0.0 | $0 | 12k | 0.00 | |
Bearing Lithium Corp | 0.0 | $1.0k | 10k | 0.10 | |
Invictus Md Strategies Corp (IVITF) | 0.0 | $2.0k | 20k | 0.10 |