NORTHCAPE WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001902806 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 5, 2024

Total Value ($000): $275,995 (100.0% shares, 0.0% debt)

Holdings (137)

GLD SPDR GOLD TR 6.2%
Value ($000) $17,056 Shares 89,218 Est. Cost $174.15 Unrealized
LQD ISHARES TR 4.6%
Value ($000) $12,825 Shares 115,895 Est. Cost $110.66 Unrealized
IEFA ISHARES TR 3.9%
Value ($000) $10,715 Shares 152,310 Est. Cost $74.12 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $9,009 Shares 46,792 Est. Cost $155.02 Unrealized +17.9%
IQLT ISHARES TR 3.1%
Value ($000) $8,570 Shares 228,178 Est. Cost $32.19 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.9%
Value ($000) $7,866 Shares 384,567 Est. Cost $21.44 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $7,379 Shares 19,622 Est. Cost $279.42 Unrealized +25.4%
INVESCO EXCH TRD SLF IDX FD 2.6%
Value ($000) $7,310 Shares 350,009 Est. Cost $21.56 Unrealized
KMI KINDER MORGAN INC DEL 2.3%
Value ($000) $6,263 Shares 355,059 Est. Cost $13.85 Unrealized +10.7%
VO VANGUARD INDEX FDS 2.2%
Value ($000) $6,115 Shares 26,286 Est. Cost $246.48 Unrealized
PEP PEPSICO INC 2.1%
Value ($000) $5,879 Shares 34,615 Est. Cost $153.99 Unrealized -0.2%
ABT ABBOTT LABS 1.7%
Value ($000) $4,761 Shares 43,255 Est. Cost $110.64 Unrealized -13.2%
COST COSTCO WHSL CORP NEW 1.6%
Value ($000) $4,550 Shares 6,893 Est. Cost $481.88 Unrealized +19.0%
GD GENERAL DYNAMICS CORP 1.6%
Value ($000) $4,289 Shares 16,517 Est. Cost $194.38 Unrealized +20.5%
LLY ELI LILLY & CO 1.5%
Value ($000) $4,248 Shares 7,287 Est. Cost $329.89 Unrealized +74.3%
WMT WALMART INC 1.5%
Value ($000) $4,094 Shares 25,968 Est. Cost $45.37 Unrealized +13.8%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $4,005 Shares 25,549 Est. Cost $147.76 Unrealized -2.8%
ETN EATON CORP PLC 1.4%
Value ($000) $3,824 Shares 15,877 Est. Cost $135.44 Unrealized +59.1%
V VISA INC 1.4%
Value ($000) $3,806 Shares 14,618 Est. Cost $209.80 Unrealized +15.7%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $3,783 Shares 22,242 Est. Cost $137.60 Unrealized +5.3%
FCX FREEPORT-MCMORAN INC 1.3%
Value ($000) $3,617 Shares 84,968 Est. Cost $27.89 Unrealized +28.7%
EMR EMERSON ELEC CO 1.3%
Value ($000) $3,468 Shares 35,627 Est. Cost $83.48 Unrealized +5.5%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $3,365 Shares 33,657 Est. Cost $84.75 Unrealized +15.1%
CL COLGATE PALMOLIVE CO 1.2%
Value ($000) $3,279 Shares 41,139 Est. Cost $70.72 Unrealized +1.4%
ADI ANALOG DEVICES INC 1.1%
Value ($000) $3,105 Shares 15,639 Est. Cost $164.64 Unrealized +4.6%
CSCO CISCO SYS INC 1.1%
Value ($000) $3,078 Shares 60,921 Est. Cost $48.71 Unrealized -1.5%
CB CHUBB LIMITED 1.1%
Value ($000) $2,945 Shares 13,031 Est. Cost $184.42 Unrealized +15.9%
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $2,933 Shares 18,655 Est. Cost $165.24 Unrealized -18.8%
GOOG ALPHABET INC 1.0%
Value ($000) $2,881 Shares 20,441 Est. Cost $106.11 Unrealized +26.9%
VNQ VANGUARD INDEX FDS 1.0%
Value ($000) $2,872 Shares 32,502 Est. Cost $111.47 Unrealized
MCD MCDONALDS CORP 1.0%
Value ($000) $2,852 Shares 9,619 Est. Cost $234.96 Unrealized +10.1%
SYK STRYKER CORPORATION 1.0%
Value ($000) $2,771 Shares 9,252 Est. Cost $250.97 Unrealized +9.5%
ARISTA NETWORKS INC 1.0%
Value ($000) $2,723 Shares 11,561 Est. Cost $167.86 Unrealized
RTX RTX CORPORATION 1.0%
Value ($000) $2,649 Shares 31,489 Est. Cost $82.60 Unrealized -8.4%
BX BLACKSTONE INC 1.0%
Value ($000) $2,639 Shares 20,155 Est. Cost $96.81 Unrealized +5.4%
HD HOME DEPOT INC 0.9%
Value ($000) $2,601 Shares 7,506 Est. Cost $321.68 Unrealized -8.7%
KO COCA COLA CO 0.9%
Value ($000) $2,597 Shares 44,069 Est. Cost $55.41 Unrealized -3.9%
DE DEERE & CO 0.9%
Value ($000) $2,591 Shares 6,479 Est. Cost $354.69 Unrealized +2.9%
MRK MERCK & CO INC 0.9%
Value ($000) $2,474 Shares 22,690 Est. Cost $92.09 Unrealized +5.1%
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $2,444 Shares 6,964 Est. Cost $279.38 Unrealized +11.9%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $2,442 Shares 14,934 Est. Cost $116.91 Unrealized +21.0%
STZ CONSTELLATION BRANDS INC 0.9%
Value ($000) $2,407 Shares 9,956 Est. Cost $212.43 Unrealized +7.3%
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $2,401 Shares 9,846 Est. Cost $225.52 Unrealized +4.9%
ECL ECOLAB INC 0.9%
Value ($000) $2,379 Shares 11,995 Est. Cost $203.57 Unrealized -13.6%
AMT AMERICAN TOWER CORP NEW 0.8%
Value ($000) $2,245 Shares 10,400 Est. Cost $232.25 Unrealized -24.6%
CVS CVS HEALTH CORP 0.8%
Value ($000) $2,242 Shares 28,397 Est. Cost $77.54 Unrealized -15.7%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $2,165 Shares 4,112 Est. Cost $436.37 Unrealized +17.2%
APD AIR PRODS & CHEMS INC 0.8%
Value ($000) $2,140 Shares 7,817 Est. Cost $263.32 Unrealized -1.6%
QCOM QUALCOMM INC 0.8%
Value ($000) $2,096 Shares 14,491 Est. Cost $116.41 Unrealized +1.7%
TXN TEXAS INSTRS INC 0.7%
Value ($000) $1,874 Shares 10,991 Est. Cost $167.74 Unrealized -13.3%
ABBV ABBVIE INC 0.7%
Value ($000) $1,866 Shares 12,038 Est. Cost $138.12 Unrealized -1.7%
HON HONEYWELL INTL INC 0.7%
Value ($000) $1,856 Shares 8,850 Est. Cost $173.83 Unrealized -0.9%
MDT MEDTRONIC PLC 0.7%
Value ($000) $1,807 Shares 21,930 Est. Cost $76.62 Unrealized -6.7%
INTC INTEL CORP 0.6%
Value ($000) $1,669 Shares 33,209 Est. Cost $27.52 Unrealized +45.5%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,665 Shares 11,361 Est. Cost $133.95 Unrealized +5.0%
ROK ROCKWELL AUTOMATION INC 0.6%
Value ($000) $1,650 Shares 5,313 Est. Cost $295.89 Unrealized -8.7%
MTB M & T BK CORP 0.6%
Value ($000) $1,636 Shares 11,935 Est. Cost $132.21 Unrealized -11.3%
SPLV INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,625 Shares 25,937 Est. Cost $67.56 Unrealized
WWD WOODWARD INC 0.6%
Value ($000) $1,579 Shares 11,602 Est. Cost $98.72 Unrealized +30.7%
ES EVERSOURCE ENERGY 0.6%
Value ($000) $1,575 Shares 25,520 Est. Cost $72.32 Unrealized -28.1%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $1,465 Shares 6,289 Est. Cost $206.34 Unrealized +7.6%
MS MORGAN STANLEY 0.5%
Value ($000) $1,454 Shares 15,591 Est. Cost $84.81 Unrealized -11.8%
VYM VANGUARD WHITEHALL FDS 0.5%
Value ($000) $1,409 Shares 12,622 Est. Cost $110.91 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.5%
Value ($000) $1,396 Shares 10,576 Est. Cost $152.34 Unrealized -21.2%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,329 Shares 13,699 Est. Cost $87.84 Unrealized -4.6%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,146 Shares 18,868 Est. Cost $66.14 Unrealized -19.2%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,079 Shares 2,530 Est. Cost $357.45 Unrealized +11.1%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,045 Shares 5,580 Est. Cost $160.00 Unrealized -1.9%
CHD CHURCH & DWIGHT CO INC 0.4%
Value ($000) $976 Shares 10,323 Est. Cost $80.68 Unrealized +10.6%
IGLD FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $941 Shares 48,935 Est. Cost $18.72 Unrealized
NVS NOVARTIS AG 0.3%
Value ($000) $935 Shares 9,262 Est. Cost $92.00 Unrealized
IDV ISHARES TR 0.3%
Value ($000) $928 Shares 33,172 Est. Cost $27.49 Unrealized
BA BOEING CO 0.3%
Value ($000) $910 Shares 3,491 Est. Cost $197.79 Unrealized +8.1%
COMB GRANITESHARES ETF TR 0.3%
Value ($000) $893 Shares 45,972 Est. Cost $24.54 Unrealized
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $879 Shares 12,132 Est. Cost $61.18 Unrealized +5.1%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $831 Shares 3,516 Est. Cost $216.72 Unrealized -7.7%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $790 Shares 11,482 Est. Cost $70.22 Unrealized -20.1%
PFE PFIZER INC 0.3%
Value ($000) $785 Shares 27,278 Est. Cost $37.39 Unrealized -29.4%
DEM WISDOMTREE TR 0.3%
Value ($000) $780 Shares 19,167 Est. Cost $37.86 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $704 Shares 630 Est. Cost $57.59 Unrealized +60.2%
FDX FEDEX CORP 0.3%
Value ($000) $697 Shares 2,757 Est. Cost $190.64 Unrealized +27.1%
TAP MOLSON COORS BEVERAGE CO 0.2%
Value ($000) $688 Shares 11,236 Est. Cost $47.20 Unrealized +18.5%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $643 Shares 1,418 Est. Cost $433.18 Unrealized -3.6%
DISCOVER FINL SVCS 0.2%
Value ($000) $634 Shares 5,645 Est. Cost $98.84 Unrealized
IAU ISHARES GOLD TR 0.2%
Value ($000) $606 Shares 15,535 Est. Cost $37.37 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $568 Shares 2,168 Est. Cost $219.29 Unrealized +3.7%
AMGN AMGEN INC 0.2%
Value ($000) $565 Shares 1,961 Est. Cost $220.43 Unrealized +15.7%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $561 Shares 1,180 Est. Cost $427.48 Unrealized
JUNIPER NETWORKS INC 0.2%
Value ($000) $556 Shares 18,863 Est. Cost $34.42 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $548 Shares 8,245 Est. Cost $61.95 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $541 Shares 14,339 Est. Cost $34.54 Unrealized -10.3%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $512 Shares 6,307 Est. Cost $84.24 Unrealized -14.9%
LOW LOWES COS INC 0.2%
Value ($000) $505 Shares 2,268 Est. Cost $192.20 Unrealized +1.3%
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $500 Shares 1,317 Est. Cost $314.59 Unrealized +6.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $485 Shares 1,258 Est. Cost $323.64 Unrealized -1.8%
O REALTY INCOME CORP 0.2%
Value ($000) $485 Shares 8,446 Est. Cost $55.14 Unrealized -15.7%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $476 Shares 2,500 Est. Cost $172.02 Unrealized -3.1%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $465 Shares 5,530 Est. Cost $76.28 Unrealized 0.0%
AFL AFLAC INC 0.2%
Value ($000) $437 Shares 5,298 Est. Cost $59.55 Unrealized +29.3%
ORCL ORACLE CORP 0.2%
Value ($000) $431 Shares 4,090 Est. Cost $84.79 Unrealized +25.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $430 Shares 1,205 Est. Cost $308.18 Unrealized +13.9%
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $417 Shares 6,500 Est. Cost $61.31 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $414 Shares 3,476 Est. Cost $104.30 Unrealized +6.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $408 Shares 10,106 Est. Cost $36.30 Unrealized -4.1%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $408 Shares 3,785 Est. Cost $99.51 Unrealized -9.9%
META META PLATFORMS INC 0.1%
Value ($000) $391 Shares 1,106 Est. Cost $179.98 Unrealized +79.7%
LIN LINDE PLC 0.1%
Value ($000) $380 Shares 925 Est. Cost $322.30 Unrealized +19.0%
PSX PHILLIPS 66 0.1%
Value ($000) $374 Shares 2,806 Est. Cost $91.59 Unrealized +21.2%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $367 Shares 2,255 Est. Cost $125.10 Unrealized +18.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $359 Shares 3,743 Est. Cost $97.08 Unrealized -5.0%
SYY SYSCO CORP 0.1%
Value ($000) $346 Shares 4,728 Est. Cost $70.68 Unrealized -8.2%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $345 Shares 5,043 Est. Cost $78.82 Unrealized -21.4%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $343 Shares 6,684 Est. Cost $57.29 Unrealized -17.9%
DOW DOW INC 0.1%
Value ($000) $331 Shares 6,037 Est. Cost $47.30 Unrealized -5.6%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $314 Shares 1,382 Est. Cost $229.42 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $300 Shares 2,012 Est. Cost $147.12 Unrealized -6.3%
CLX CLOROX CO DEL 0.1%
Value ($000) $298 Shares 2,093 Est. Cost $136.24 Unrealized -9.0%
NFG NATIONAL FUEL GAS CO 0.1%
Value ($000) $293 Shares 5,844 Est. Cost $57.97 Unrealized -11.0%
NKE NIKE INC 0.1%
Value ($000) $292 Shares 2,688 Est. Cost $116.44 Unrealized -11.5%
BHP BHP GROUP LTD 0.1%
Value ($000) $283 Shares 4,140 Est. Cost $63.41 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $280 Shares 2,143 Est. Cost $121.74 Unrealized -1.7%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $274 Shares 3,600 Est. Cost $76.13 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $271 Shares 1,453 Est. Cost $234.58 Unrealized -24.3%
BAC BANK AMERICA CORP 0.1%
Value ($000) $262 Shares 7,775 Est. Cost $29.90 Unrealized -7.7%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $232 Shares 3,450 Est. Cost $69.41 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $232 Shares 1,529 Est. Cost $140.18 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $228 Shares 2,083 Est. Cost $110.40 Unrealized -31.6%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $224 Shares 2,156 Est. Cost $84.29 Unrealized +2.8%
GOOGL ALPHABET INC 0.1%
Value ($000) $222 Shares 1,590 Est. Cost $128.39 Unrealized +3.9%
CAT CATERPILLAR INC 0.1%
Value ($000) $216 Shares 732 Est. Cost $230.59 Unrealized +8.9%
ISHARES TR 0.1%
Value ($000) $215 Shares 8,300 Est. Cost $26.79 Unrealized
MUSA MURPHY USA INC 0.1%
Value ($000) $214 Shares 600 Est. Cost $314.19 Unrealized +14.2%
WELL WELLTOWER INC 0.1%
Value ($000) $205 Shares 2,271 Est. Cost $83.03 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $204 Shares 251 Est. Cost $811.80 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $201 Shares 1,453 Est. Cost $154.96 Unrealized -17.1%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $201 Shares 954 Est. Cost $179.88 Unrealized 0.0%
ESBA EMPIRE ST RLTY OP L P 0.0%
Value ($000) $94 Shares 10,000 Est. Cost $6.48 Unrealized