ABNER HERRMAN & BROCK LLC Diversified Active

Location: Jersey City, NJ

CIK: 0001038661 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 9, 2024

Total Value: $801M

Holdings (90)

NVDA NVIDIA CORP 6.0%
Value $47.97M Shares 53,092 Est. Cost $21.85 Unrealized +231.5%
MSFT MICROSOFT CORP 4.0%
Value $32.27M Shares 76,702 Est. Cost $53.17 Unrealized +651.0%
IBM INTL BUSINESS MACHINES CORP 3.4%
Value $27.48M Shares 143,884 Est. Cost $121.04 Unrealized +42.6%
JPM JPMORGAN CHASE & CO 3.4%
Value $27.42M Shares 136,880 Est. Cost $85.98 Unrealized +101.9%
AMZN AMAZON.COM INC 3.3%
Value $26.77M Shares 148,408 Est. Cost $115.62 Unrealized +44.4%
AMD ADVANCED MICRO DEVICES 3.1%
Value $25.07M Shares 138,906 Est. Cost $104.12 Unrealized +67.9%
CRM SALESFORCE INC 3.1%
Value $24.45M Shares 81,176 Est. Cost $201.68 Unrealized +41.4%
XOM EXXON MOBIL CORP 2.8%
Value $22.82M Shares 196,285 Est. Cost $50.04 Unrealized +96.0%
NFLX NETFLIX INC 2.8%
Value $22.82M Shares 37,566 Est. Cost $39.62 Unrealized +42.3%
AAPL APPLE INC 2.8%
Value $22.71M Shares 132,423 Est. Cost $98.99 Unrealized +82.1%
MS MORGAN STANLEY 2.6%
Value $21.11M Shares 224,219 Est. Cost $51.70 Unrealized +60.9%
MA MASTERCARD INC - A 2.6%
Value $20.95M Shares 43,507 Est. Cost $207.20 Unrealized +118.4%
LLY ELI LILLY & CO 2.6%
Value $20.52M Shares 26,372 Est. Cost $497.99 Unrealized +41.1%
ORCL ORACLE CORP 2.5%
Value $19.84M Shares 157,972 Est. Cost $99.42 Unrealized +13.0%
CVX CHEVRON CORP 2.4%
Value $19.57M Shares 124,052 Est. Cost $86.31 Unrealized +61.1%
AON PLC-CLASS A 2.4%
Value $19.07M Shares 57,144 Est. Cost $345.20 Unrealized
INTU INTUIT INC 2.4%
Value $19M Shares 29,226 Est. Cost $498.82 Unrealized +26.5%
CHUBB LTD 2.3%
Value $18.73M Shares 72,267 Est. Cost $192.55 Unrealized
GOOG ALPHABET INC-CL C 2.3%
Value $18.68M Shares 122,652 Est. Cost $143.27 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 2.3%
Value $18.29M Shares 80,334 Est. Cost $109.30 Unrealized +85.6%
MRK MERCK & CO. INC. 2.3%
Value $18.28M Shares 138,549 Est. Cost $70.20 Unrealized +64.9%
MAR MARRIOTT INTERNATIONAL -CL A 2.3%
Value $18.2M Shares 72,117 Est. Cost $152.38 Unrealized +56.0%
ABT ABBOTT LABORATORIES 2.0%
Value $16.36M Shares 143,905 Est. Cost $41.78 Unrealized +165.1%
ADBE ADOBE INC 2.0%
Value $16.18M Shares 32,067 Est. Cost $518.07 Unrealized +10.6%
MCD MCDONALD'S CORP 2.0%
Value $16.09M Shares 57,082 Est. Cost $162.90 Unrealized +70.7%
SLB SCHLUMBERGER LTD 1.9%
Value $15.44M Shares 281,667 Est. Cost $32.13 Unrealized +48.9%
ADP AUTOMATIC DATA PROCESSING 1.9%
Value $14.91M Shares 59,704 Est. Cost $88.77 Unrealized +163.9%
PEP PEPSICO INC 1.8%
Value $14.67M Shares 83,842 Est. Cost $87.16 Unrealized +80.4%
HON HONEYWELL INTERNATIONAL INC 1.7%
Value $13.52M Shares 65,890 Est. Cost $102.93 Unrealized +75.6%
HD HOME DEPOT INC 1.7%
Value $13.32M Shares 34,725 Est. Cost $108.20 Unrealized +222.1%
WMT WALMART INC 1.5%
Value $12.29M Shares 204,168 Est. Cost $54.27 Unrealized +3.3%
UNH UNITEDHEALTH GROUP INC 1.5%
Value $12.01M Shares 24,271 Est. Cost $177.66 Unrealized +175.2%
GEHC GE HEALTHCARE TECHNOLOGY 1.5%
Value $11.66M Shares 128,231 Est. Cost $77.88 Unrealized +6.5%
EMR EMERSON ELECTRIC CO 1.4%
Value $11.31M Shares 99,688 Est. Cost $58.92 Unrealized +68.7%
SYK STRYKER CORP 1.4%
Value $11.24M Shares 31,411 Est. Cost $207.07 Unrealized +59.5%
AIG AMERICAN INTERNATIONAL GROUP 1.3%
Value $10.74M Shares 137,366 Est. Cost $61.21 Unrealized +11.9%
UPS UNITED PARCEL SERVICE-CL B 1.3%
Value $10.28M Shares 69,181 Est. Cost $126.50 Unrealized +7.8%
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value $9.997M Shares 17,201 Est. Cost $174.61 Unrealized +219.4%
APD AIR PRODUCTS & CHEMICALS INC 1.1%
Value $8.56M Shares 35,334 Est. Cost $187.40 Unrealized +24.1%
META META PLATFORMS INC-CLASS A 1.0%
Value $7.764M Shares 15,990 Est. Cost $300.80 Unrealized +47.3%
SPY SPDR S&P 500 ETF TRUST 0.9%
Value $7.261M Shares 13,882 Est. Cost $452.87 Unrealized
PG PROCTER & GAMBLE CO/THE 0.8%
Value $6.058M Shares 37,337 Est. Cost $114.08 Unrealized +31.4%
AMAT APPLIED MATERIALS INC 0.7%
Value $5.878M Shares 28,500 Est. Cost $147.68 Unrealized +22.1%
RTX RTX CORP 0.7%
Value $5.244M Shares 53,763 Est. Cost $86.83 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.6%
Value $5.148M Shares 12,900 Est. Cost $298.09 Unrealized +26.8%
MCK MCKESSON CORP 0.4%
Value $3.314M Shares 6,173 Est. Cost $297.84 Unrealized +69.0%
AMGN AMGEN INC 0.4%
Value $3.063M Shares 10,772 Est. Cost $230.92 Unrealized +19.6%
BA BOEING CO/THE 0.4%
Value $2.921M Shares 15,138 Est. Cost $141.07 Unrealized +45.7%
LMT LOCKHEED MARTIN CORP 0.3%
Value $2.389M Shares 5,253 Est. Cost $249.99 Unrealized +66.4%
FDS FACTSET RESEARCH SYSTEMS INC 0.2%
Value $1.818M Shares 4,000 Est. Cost $377.77 Unrealized +21.0%
DE DEERE & CO 0.2%
Value $1.429M Shares 3,480 Est. Cost $326.77 Unrealized +14.0%
ALL ALLSTATE CORP 0.2%
Value $1.361M Shares 7,869 Est. Cost $51.47 Unrealized +195.2%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value $1.165M Shares 12,191 Est. Cost $84.00 Unrealized 0.0%
PEG PUBLIC SERVICE ENTERPRISE GP 0.1%
Value $1.135M Shares 17,000 Est. Cost $54.89 Unrealized +5.0%
QCOM QUALCOMM INC 0.1%
Value $959K Shares 5,667 Est. Cost $98.95 Unrealized +50.1%
TRV TRAVELERS COS INC/THE 0.1%
Value $916K Shares 3,982 Est. Cost $206.72 Unrealized 0.0%
OEF ISHARES S&P 100 ETF 0.1%
Value $910K Shares 3,678 Est. Cost $200.67 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value $805K Shares 10,500 Est. Cost $30.01 Unrealized -4.9%
NEE NEXTERA ENERGY INC 0.1%
Value $778K Shares 12,179 Est. Cost $59.37 Unrealized -6.7%
ABBV ABBVIE INC 0.1%
Value $745K Shares 4,089 Est. Cost $78.94 Unrealized +105.2%
JNJ JOHNSON & JOHNSON 0.1%
Value $603K Shares 3,813 Est. Cost $137.15 Unrealized +9.5%
EQT EQT CORP 0.1%
Value $513K Shares 13,827 Est. Cost $30.69 Unrealized +13.5%
COST COSTCO WHOLESALE CORP 0.1%
Value $501K Shares 684 Est. Cost $286.91 Unrealized +146.3%
DORIAN LPG LTD 0.1%
Value $404K Shares 10,500 Est. Cost $7.76 Unrealized
BRK/B BERKSHIRE HATHAWAY INC- CL B 0.0%
Value $388K Shares 922 Est. Cost $337.25 Unrealized +16.6%
PFE PFIZER INC 0.0%
Value $387K Shares 13,950 Est. Cost $29.31 Unrealized -15.9%
MRSH MARSH & MCLENNAN COS 0.0%
Value $381K Shares 1,850 Est. Cost $86.20 Unrealized +124.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $379K Shares 907 Est. Cost $279.11 Unrealized +33.4%
BLACKROCK INC 0.0%
Value $374K Shares 449 Est. Cost $610.13 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value $367K Shares 3,000 Est. Cost $141.01 Unrealized -16.5%
IWD ISHARES RUSSELL 1000 VALUE E 0.0%
Value $358K Shares 2,000 Est. Cost $157.63 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value $344K Shares 1,022 Est. Cost $274.95 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value $325K Shares 1,525 Est. Cost $147.93 Unrealized +29.1%
MMM 3M CO 0.0%
Value $308K Shares 2,900 Est. Cost $123.47 Unrealized -35.8%
FDX FEDEX CORP 0.0%
Value $303K Shares 1,046 Est. Cost $180.94 Unrealized +32.5%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value $296K Shares 563 Est. Cost $367.65 Unrealized
LOW LOWE'S COS INC 0.0%
Value $267K Shares 1,047 Est. Cost $214.91 Unrealized +3.3%
AVGO BROADCOM INC 0.0%
Value $260K Shares 196 Est. Cost $121.22 Unrealized 0.0%
DHR DANAHER CORP 0.0%
Value $255K Shares 1,020 Est. Cost $113.45 Unrealized +112.9%
V VISA INC-CLASS A SHARES 0.0%
Value $248K Shares 887 Est. Cost $196.98 Unrealized +38.3%
CHD CHURCH & DWIGHT CO INC 0.0%
Value $248K Shares 2,380 Est. Cost $91.59 Unrealized +6.8%
CSCO CISCO SYSTEMS INC 0.0%
Value $245K Shares 4,908 Est. Cost $45.47 Unrealized +3.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $234K Shares 5,574 Est. Cost $31.00 Unrealized +15.9%
FITB FIFTH THIRD BANCORP 0.0%
Value $232K Shares 6,231 Est. Cost $25.54 Unrealized +26.7%
CLX CLOROX COMPANY 0.0%
Value $230K Shares 1,500 Est. Cost $124.04 Unrealized +13.0%
BDX BECTON DICKINSON AND CO 0.0%
Value $211K Shares 852 Est. Cost $223.22 Unrealized +3.3%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value $203K Shares 2,409 Est. Cost $70.02 Unrealized
T AT&T INC 0.0%
Value $194K Shares 11,000 Est. Cost $16.19 Unrealized -3.5%
BRAINSTORM CELL THERAPEUTICS 0.0%
Value $82,000 Shares 145,500 Est. Cost $3.42 Unrealized
THEGLOBE.COM INC 0.0%
Value $3,000 Shares 10,000 Est. Cost Unrealized