ABNER HERRMAN & BROCK LLC Diversified Active

Location: Jersey City, NJ

CIK: 0001038661 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 18, 2024

Total Value: $789M

Holdings (89)

NVDA NVIDIA CORP 8.2%
Value $64.98M Shares 525,957 Est. Cost $93.06 Unrealized +8.6%
MSFT MICROSOFT CORP 4.3%
Value $34.31M Shares 76,755 Est. Cost $53.17 Unrealized +684.8%
AMZN AMAZON.COM INC 3.6%
Value $28.63M Shares 148,170 Est. Cost $115.62 Unrealized +58.9%
JPM JPMORGAN CHASE & CO 3.4%
Value $26.82M Shares 132,609 Est. Cost $85.98 Unrealized +120.0%
IBM INTL BUSINESS MACHINES CORP 3.1%
Value $24.68M Shares 142,706 Est. Cost $121.04 Unrealized +37.0%
NFLX NETFLIX INC 3.0%
Value $23.96M Shares 35,499 Est. Cost $39.62 Unrealized +57.7%
LLY ELI LILLY & CO 3.0%
Value $23.91M Shares 26,405 Est. Cost $497.99 Unrealized +58.8%
AMD ADVANCED MICRO DEVICES INC 3.0%
Value $23.59M Shares 145,409 Est. Cost $106.66 Unrealized +50.8%
MS MORGAN STANLEY 2.8%
Value $22.47M Shares 231,165 Est. Cost $52.88 Unrealized +71.7%
ORCL ORACLE CORP 2.8%
Value $22.44M Shares 158,918 Est. Cost $99.42 Unrealized +23.0%
GOOG ALPHABET INC CL C 2.8%
Value $22.34M Shares 121,817 Est. Cost $143.27 Unrealized +17.9%
AAPL APPLE INC 2.8%
Value $21.77M Shares 103,381 Est. Cost $98.99 Unrealized +87.0%
CRM SALESFORCE INC 2.6%
Value $20.74M Shares 80,672 Est. Cost $201.68 Unrealized +31.3%
XOM EXXON MOBIL CORP 2.6%
Value $20.31M Shares 176,418 Est. Cost $50.04 Unrealized +120.0%
INTU INTUIT INC 2.4%
Value $19.14M Shares 29,130 Est. Cost $498.82 Unrealized +23.1%
MA MASTERCARD INC CL A 2.4%
Value $18.73M Shares 42,458 Est. Cost $207.20 Unrealized +118.0%
CB CHUBB LTD 2.3%
Value $18.27M Shares 71,624 Est. Cost $252.75 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 2.3%
Value $18.18M Shares 78,525 Est. Cost $109.30 Unrealized +108.0%
ADBE ADOBE INC 2.1%
Value $16.88M Shares 30,378 Est. Cost $518.07 Unrealized -6.5%
MAR MARRIOTT INTL INC NEW CL A 2.1%
Value $16.78M Shares 69,406 Est. Cost $152.38 Unrealized +55.0%
AON AON PLC CL A 2.1%
Value $16.77M Shares 57,108 Est. Cost $292.51 Unrealized 0.0%
MRK MERCK & COMPANY INC 2.1%
Value $16.68M Shares 134,718 Est. Cost $70.20 Unrealized +73.4%
BAC BANK OF AMERICA CORP 1.9%
Value $15.1M Shares 379,753 Est. Cost $36.84 Unrealized 0.0%
ABT ABBOTT LABORATORIES 1.9%
Value $14.66M Shares 141,135 Est. Cost $41.78 Unrealized +146.4%
MCD MCDONALDS CORP 1.8%
Value $14.37M Shares 56,377 Est. Cost $162.90 Unrealized +56.6%
ADP AUTOMATIC DATA PROCESSING INC 1.8%
Value $14.09M Shares 59,034 Est. Cost $88.77 Unrealized +166.5%
CVX CHEVRON CORP 1.8%
Value $14.09M Shares 90,069 Est. Cost $86.31 Unrealized +71.9%
WMT WALMART INC 1.8%
Value $13.84M Shares 204,357 Est. Cost $54.27 Unrealized +14.2%
UNH UNITEDHEALTH GROUP INC 1.5%
Value $12.11M Shares 23,776 Est. Cost $177.66 Unrealized +166.3%
HD HOME DEPOT INC 1.5%
Value $11.99M Shares 34,837 Est. Cost $108.20 Unrealized +202.7%
EMR EMERSON ELEC CO 1.4%
Value $10.98M Shares 99,688 Est. Cost $58.92 Unrealized +82.4%
AIG AMERICAN INTERNATIONAL GROUP 1.4%
Value $10.93M Shares 147,246 Est. Cost $62.05 Unrealized +18.8%
SYK STRYKER CORP 1.3%
Value $10.65M Shares 31,299 Est. Cost $207.07 Unrealized +61.0%
UPS UNITED PARCEL SERVICE INC CL 1.2%
Value $9.825M Shares 71,795 Est. Cost $126.63 Unrealized +2.7%
GE HEALTHCARE TECHNO 1.2%
Value $9.587M Shares 123,036 Est. Cost $77.92 Unrealized
TMO THERMO FISHER SCIENT 1.2%
Value $9.116M Shares 16,485 Est. Cost $174.61 Unrealized +226.3%
APD AIR PRODUCTS & CHEMICALSINC 1.1%
Value $8.93M Shares 34,604 Est. Cost $187.40 Unrealized +29.4%
META PLATFORMS INC CLASS 1.0%
Value $8.227M Shares 16,316 Est. Cost $504.23 Unrealized
SPDR S&P 500 ETF TRUST 0.9%
Value $7.261M Shares 13,342 Est. Cost $544.22 Unrealized
AMAT APPLIED MATERIAL INC 0.9%
Value $6.974M Shares 29,550 Est. Cost $149.95 Unrealized +41.0%
C CITIGROUP INC 0.8%
Value $6.686M Shares 105,355 Est. Cost $58.71 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.8%
Value $6.351M Shares 38,511 Est. Cost $115.40 Unrealized +36.2%
RTX CORP CORP 0.8%
Value $6.316M Shares 62,918 Est. Cost $100.38 Unrealized
INTUITIVE SURGICAL INC NEW 0.7%
Value $5.739M Shares 12,900 Est. Cost $444.88 Unrealized
WFC WELLS FARGO & CO 0.5%
Value $4.237M Shares 71,350 Est. Cost $56.87 Unrealized 0.0%
MCK MCKESSON CORP 0.5%
Value $3.574M Shares 6,120 Est. Cost $297.84 Unrealized +85.5%
AMGN AMGEN INC 0.4%
Value $3.488M Shares 11,163 Est. Cost $232.62 Unrealized +20.1%
BA BOEING COMPANY 0.3%
Value $2.755M Shares 15,138 Est. Cost $141.07 Unrealized +26.4%
PEP PEPSICO INC 0.3%
Value $2.493M Shares 15,116 Est. Cost $87.16 Unrealized +86.2%
LMT LOCKHEED MARTIN CORP 0.3%
Value $2.404M Shares 5,147 Est. Cost $249.99 Unrealized +76.6%
FDS FACTSET RESEARCH SYSTEMS INC 0.2%
Value $1.633M Shares 4,000 Est. Cost $377.77 Unrealized +10.5%
ALL ALLSTATE CORP DEL COM 0.2%
Value $1.256M Shares 7,869 Est. Cost $51.47 Unrealized +213.7%
PEG PUB SVC ENTERPRISE GRP 0.2%
Value $1.253M Shares 17,000 Est. Cost $54.89 Unrealized +22.9%
DE DEERE CO 0.2%
Value $1.244M Shares 3,330 Est. Cost $326.77 Unrealized +16.4%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value $1.056M Shares 11,431 Est. Cost $84.00 Unrealized +5.4%
OEF ISHARES S&P 100 ETF 0.1%
Value $980K Shares 3,708 Est. Cost $200.67 Unrealized
DUPONT DE NEMOURS INC 0.1%
Value $845K Shares 10,500 Est. Cost $80.48 Unrealized
NEXTERA ENERGY INC SHS 0.1%
Value $834K Shares 11,779 Est. Cost $70.80 Unrealized
TRV TRAVELERS COS INC/THE 0.1%
Value $823K Shares 4,046 Est. Cost $206.76 Unrealized +1.0%
ABBVIE INC SHS 0.1%
Value $717K Shares 4,177 Est. Cost $171.65 Unrealized
COSTCO WHOLESALE CRP DEL 0.1%
Value $628K Shares 739 Est. Cost $849.80 Unrealized
BRK/B BERKSHIRE HATHAWAYINC DEL CL 0.1%
Value $593K Shares 1,458 Est. Cost $363.49 Unrealized +12.4%
EQT EQT CORP 0.1%
Value $511K Shares 13,827 Est. Cost $30.69 Unrealized +24.8%
DORIAN LPG LTD 0.1%
Value $441K Shares 10,500 Est. Cost $7.76 Unrealized
HON HONEYWELL INTL INC 0.1%
Value $424K Shares 1,987 Est. Cost $102.93 Unrealized +78.6%
MMM 3M CO 0.1%
Value $399K Shares 3,900 Est. Cost $115.98 Unrealized -18.7%
BROADCOM INC 0.1%
Value $397K Shares 247 Est. Cost $1607.29 Unrealized
PFE PFIZER INC 0.0%
Value $390K Shares 13,950 Est. Cost $29.31 Unrealized -15.5%
MRSH MARSH & MCLENNAN COS 0.0%
Value $390K Shares 1,850 Est. Cost $86.20 Unrealized +132.2%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $387K Shares 3,000 Est. Cost $141.01 Unrealized -13.7%
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value $373K Shares 1,022 Est. Cost $274.95 Unrealized
GOLDMAN SACHS GROUP INC 0.0%
Value $365K Shares 807 Est. Cost $452.29 Unrealized
BLACKROCK INC 0.0%
Value $354K Shares 449 Est. Cost $788.42 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.0%
Value $349K Shares 2,000 Est. Cost $157.63 Unrealized
JNJ JOHNSON AND JOHNSON COM 0.0%
Value $325K Shares 2,225 Est. Cost $137.15 Unrealized +3.1%
WASTE MANAGEMENT INC NEW 0.0%
Value $325K Shares 1,525 Est. Cost $213.11 Unrealized
ALPHABET INC SHS CL A 0.0%
Value $325K Shares 1,785 Est. Cost $182.07 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value $306K Shares 560 Est. Cost $367.65 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value $255K Shares 1,020 Est. Cost $113.45 Unrealized +120.6%
CHD CHURCH & DWIGHT CO INC 0.0%
Value $247K Shares 2,380 Est. Cost $91.59 Unrealized +13.3%
VISA INC CL A SHRS 0.0%
Value $243K Shares 924 Est. Cost $262.99 Unrealized
CISCO SYSTEMS INC COM 0.0%
Value $233K Shares 4,908 Est. Cost $47.47 Unrealized
LOW LOWE'S COMPANIES INC 0.0%
Value $231K Shares 1,047 Est. Cost $214.91 Unrealized +3.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $230K Shares 5,574 Est. Cost $31.00 Unrealized +17.7%
FITB FIFTH THIRD BANCORP 0.0%
Value $227K Shares 6,231 Est. Cost $25.54 Unrealized +34.3%
AT&T INC 0.0%
Value $210K Shares 11,000 Est. Cost $19.09 Unrealized
KO COCA COLA COM 0.0%
Value $201K Shares 3,165 Est. Cost $58.89 Unrealized 0.0%
BRAINSTORM CELL THERAPEUTICS 0.0%
Value $49,000 Shares 145,500 Est. Cost $3.42 Unrealized
THEGLOBE.COM INC 0.0%
Value $1,000 Shares 10,000 Est. Cost Unrealized