NORTHCAPE WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001902806 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 30, 2024

Total Value ($000): $274,328 (100.0% shares, 0.0% debt)

Holdings (133)

GLD SPDR GOLD TR 5.8%
Value ($000) $15,866 Shares 77,123 Est. Cost $174.15 Unrealized
LQD ISHARES TR 4.6%
Value ($000) $12,727 Shares 116,844 Est. Cost $110.66 Unrealized
IEFA ISHARES TR 4.1%
Value ($000) $11,213 Shares 151,077 Est. Cost $74.12 Unrealized
IQLT ISHARES TR 3.4%
Value ($000) $9,205 Shares 232,108 Est. Cost $32.32 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.8%
Value ($000) $7,782 Shares 380,910 Est. Cost $21.44 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $7,750 Shares 18,420 Est. Cost $279.42 Unrealized +42.9%
AAPL APPLE INC 2.6%
Value ($000) $7,097 Shares 41,388 Est. Cost $155.02 Unrealized +16.3%
VO VANGUARD INDEX FDS 2.3%
Value ($000) $6,390 Shares 25,576 Est. Cost $246.48 Unrealized
KMI KINDER MORGAN INC DEL 2.2%
Value ($000) $6,023 Shares 328,425 Est. Cost $13.85 Unrealized +15.4%
PEP PEPSICO INC 2.2%
Value ($000) $5,970 Shares 34,110 Est. Cost $153.99 Unrealized +2.1%
LLY ELI LILLY & CO 2.1%
Value ($000) $5,669 Shares 7,287 Est. Cost $329.89 Unrealized +112.9%
COST COSTCO WHSL CORP NEW 1.8%
Value ($000) $5,006 Shares 6,833 Est. Cost $481.88 Unrealized +46.7%
ETN EATON CORP PLC 1.8%
Value ($000) $4,836 Shares 15,467 Est. Cost $135.44 Unrealized +97.6%
ABT ABBOTT LABS 1.7%
Value ($000) $4,589 Shares 40,377 Est. Cost $110.64 Unrealized +0.1%
WMT WALMART INC 1.7%
Value ($000) $4,543 Shares 75,498 Est. Cost $52.37 Unrealized +7.0%
GD GENERAL DYNAMICS CORP 1.7%
Value ($000) $4,530 Shares 16,036 Est. Cost $194.38 Unrealized +32.7%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $4,086 Shares 20,401 Est. Cost $137.60 Unrealized +26.2%
V VISA INC 1.5%
Value ($000) $4,059 Shares 14,543 Est. Cost $209.80 Unrealized +29.8%
IBM INTERNATIONAL BUSINESS MACHS 1.5%
Value ($000) $4,022 Shares 21,060 Est. Cost $133.10 Unrealized +29.7%
EMR EMERSON ELEC CO 1.5%
Value ($000) $4,013 Shares 35,384 Est. Cost $83.48 Unrealized +19.0%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $3,828 Shares 24,197 Est. Cost $147.76 Unrealized +1.7%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $3,654 Shares 31,438 Est. Cost $84.75 Unrealized +15.7%
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $3,628 Shares 40,285 Est. Cost $70.72 Unrealized +15.0%
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $3,380 Shares 52,884 Est. Cost $59.23 Unrealized -6.5%
ARISTA NETWORKS INC 1.2%
Value ($000) $3,352 Shares 11,561 Est. Cost $167.86 Unrealized
CB CHUBB LIMITED 1.2%
Value ($000) $3,289 Shares 12,693 Est. Cost $184.42 Unrealized +30.8%
SYK STRYKER CORPORATION 1.2%
Value ($000) $3,274 Shares 9,148 Est. Cost $250.97 Unrealized +31.6%
ADI ANALOG DEVICES INC 1.1%
Value ($000) $3,061 Shares 15,475 Est. Cost $164.64 Unrealized +13.1%
GOOG ALPHABET INC 1.1%
Value ($000) $3,039 Shares 19,959 Est. Cost $106.11 Unrealized +35.0%
RTX RTX CORPORATION 1.1%
Value ($000) $3,034 Shares 31,107 Est. Cost $82.60 Unrealized +5.1%
MRK MERCK & CO INC 1.1%
Value ($000) $2,958 Shares 22,416 Est. Cost $92.09 Unrealized +25.7%
HD HOME DEPOT INC 1.0%
Value ($000) $2,874 Shares 7,491 Est. Cost $321.68 Unrealized +8.4%
CSCO CISCO SYS INC 1.0%
Value ($000) $2,819 Shares 56,486 Est. Cost $48.71 Unrealized -3.1%
ECL ECOLAB INC 1.0%
Value ($000) $2,755 Shares 11,933 Est. Cost $203.57 Unrealized +2.1%
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $2,754 Shares 18,526 Est. Cost $165.24 Unrealized -17.4%
VNQ VANGUARD INDEX FDS 1.0%
Value ($000) $2,747 Shares 31,766 Est. Cost $111.47 Unrealized
MCD MCDONALDS CORP 1.0%
Value ($000) $2,684 Shares 9,519 Est. Cost $234.96 Unrealized +18.3%
STZ CONSTELLATION BRANDS INC 1.0%
Value ($000) $2,679 Shares 9,858 Est. Cost $212.43 Unrealized +14.6%
DE DEERE & CO 1.0%
Value ($000) $2,624 Shares 6,390 Est. Cost $354.69 Unrealized +5.0%
KO COCA COLA CO 0.9%
Value ($000) $2,586 Shares 42,275 Est. Cost $55.41 Unrealized +2.3%
QCOM QUALCOMM INC 0.9%
Value ($000) $2,427 Shares 14,337 Est. Cost $116.41 Unrealized +27.6%
BX BLACKSTONE INC 0.9%
Value ($000) $2,386 Shares 18,163 Est. Cost $96.81 Unrealized +22.6%
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $2,361 Shares 9,542 Est. Cost $225.52 Unrealized +2.3%
CVS CVS HEALTH CORP 0.8%
Value ($000) $2,223 Shares 27,866 Est. Cost $77.54 Unrealized -8.7%
MDT MEDTRONIC PLC 0.8%
Value ($000) $2,069 Shares 23,746 Est. Cost $76.93 Unrealized +4.8%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,045 Shares 4,135 Est. Cost $436.37 Unrealized +12.1%
AMT AMERICAN TOWER CORP NEW 0.7%
Value ($000) $2,045 Shares 10,349 Est. Cost $232.25 Unrealized -19.9%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $2,035 Shares 5,871 Est. Cost $279.38 Unrealized +27.0%
APD AIR PRODS & CHEMS INC 0.7%
Value ($000) $1,980 Shares 8,172 Est. Cost $261.98 Unrealized -11.3%
ABBV ABBVIE INC 0.7%
Value ($000) $1,917 Shares 10,529 Est. Cost $138.12 Unrealized +17.3%
TXN TEXAS INSTRS INC 0.7%
Value ($000) $1,897 Shares 10,890 Est. Cost $167.74 Unrealized -5.9%
HON HONEYWELL INTL INC 0.7%
Value ($000) $1,850 Shares 9,016 Est. Cost $173.95 Unrealized +3.9%
ROK ROCKWELL AUTOMATION INC 0.7%
Value ($000) $1,818 Shares 6,241 Est. Cost $293.34 Unrealized -5.0%
WWD WOODWARD INC 0.6%
Value ($000) $1,783 Shares 11,567 Est. Cost $98.72 Unrealized +41.1%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $1,778 Shares 25,395 Est. Cost $65.21 Unrealized +5.7%
ES EVERSOURCE ENERGY 0.6%
Value ($000) $1,776 Shares 29,707 Est. Cost $69.54 Unrealized -24.4%
SPLV INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,631 Shares 24,757 Est. Cost $67.56 Unrealized
MTB M & T BK CORP 0.6%
Value ($000) $1,620 Shares 11,135 Est. Cost $132.21 Unrealized -1.2%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $1,580 Shares 6,325 Est. Cost $206.34 Unrealized +13.5%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,577 Shares 9,722 Est. Cost $133.95 Unrealized +11.9%
VYM VANGUARD WHITEHALL FDS 0.6%
Value ($000) $1,529 Shares 12,637 Est. Cost $110.91 Unrealized
MS MORGAN STANLEY 0.5%
Value ($000) $1,445 Shares 15,349 Est. Cost $84.81 Unrealized -1.9%
INTC INTEL CORP 0.5%
Value ($000) $1,423 Shares 32,209 Est. Cost $27.52 Unrealized +60.0%
AWK AMERICAN WTR WKS CO INC NEW 0.5%
Value ($000) $1,362 Shares 11,144 Est. Cost $150.58 Unrealized -21.8%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,286 Shares 13,293 Est. Cost $87.84 Unrealized +0.7%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $1,271 Shares 5,580 Est. Cost $160.00 Unrealized +26.8%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,218 Shares 2,530 Est. Cost $357.45 Unrealized +26.6%
CHD CHURCH & DWIGHT CO INC 0.4%
Value ($000) $1,077 Shares 10,323 Est. Cost $80.68 Unrealized +21.2%
IGLD FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,046 Shares 53,144 Est. Cost $18.80 Unrealized
COMB GRANITESHARES ETF TR 0.3%
Value ($000) $873 Shares 43,928 Est. Cost $24.54 Unrealized
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $832 Shares 11,497 Est. Cost $70.22 Unrealized -8.5%
FDX FEDEX CORP 0.3%
Value ($000) $819 Shares 2,827 Est. Cost $191.86 Unrealized +25.0%
IDV ISHARES TR 0.3%
Value ($000) $787 Shares 28,077 Est. Cost $27.49 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.3%
Value ($000) $756 Shares 11,236 Est. Cost $47.20 Unrealized +25.9%
DISCOVER FINL SVCS 0.3%
Value ($000) $740 Shares 5,645 Est. Cost $98.84 Unrealized
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $737 Shares 2,892 Est. Cost $216.72 Unrealized +9.7%
NVS NOVARTIS AG 0.3%
Value ($000) $732 Shares 7,572 Est. Cost $92.00 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $720 Shares 543 Est. Cost $57.59 Unrealized +110.5%
JUNIPER NETWORKS INC 0.3%
Value ($000) $699 Shares 18,863 Est. Cost $34.42 Unrealized
BA BOEING CO 0.2%
Value ($000) $681 Shares 3,531 Est. Cost $197.88 Unrealized +3.8%
DEM WISDOMTREE TR 0.2%
Value ($000) $668 Shares 15,955 Est. Cost $37.86 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $640 Shares 23,080 Est. Cost $37.39 Unrealized -34.1%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $617 Shares 1,180 Est. Cost $427.48 Unrealized
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $577 Shares 1,317 Est. Cost $314.59 Unrealized +24.2%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $559 Shares 1,228 Est. Cost $433.18 Unrealized -4.0%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $539 Shares 6,261 Est. Cost $84.24 Unrealized -9.8%
IAU ISHARES GOLD TR 0.2%
Value ($000) $527 Shares 12,535 Est. Cost $37.37 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $521 Shares 1,248 Est. Cost $323.64 Unrealized +15.0%
ORCL ORACLE CORP 0.2%
Value ($000) $512 Shares 4,080 Est. Cost $84.79 Unrealized +32.5%
AMGN AMGEN INC 0.2%
Value ($000) $512 Shares 1,802 Est. Cost $220.43 Unrealized +25.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $507 Shares 1,205 Est. Cost $308.18 Unrealized +27.6%
VYMI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $491 Shares 7,143 Est. Cost $61.95 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $483 Shares 2,100 Est. Cost $172.02 Unrealized +20.2%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $461 Shares 3,785 Est. Cost $99.51 Unrealized +2.3%
LOW LOWES COS INC 0.2%
Value ($000) $450 Shares 1,768 Est. Cost $192.20 Unrealized +15.5%
AFL AFLAC INC 0.2%
Value ($000) $412 Shares 4,798 Est. Cost $59.55 Unrealized +32.2%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $411 Shares 1,532 Est. Cost $219.29 Unrealized +12.9%
PFF ISHARES TR 0.1%
Value ($000) $393 Shares 12,200 Est. Cost $32.23 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $391 Shares 3,187 Est. Cost $104.30 Unrealized +9.9%
LIN LINDE PLC 0.1%
Value ($000) $386 Shares 831 Est. Cost $322.30 Unrealized +31.0%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $384 Shares 2,026 Est. Cost $125.10 Unrealized +32.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $351 Shares 6,472 Est. Cost $57.29 Unrealized -19.4%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $349 Shares 2,215 Est. Cost $146.38 Unrealized -5.0%
O REALTY INCOME CORP 0.1%
Value ($000) $348 Shares 6,439 Est. Cost $55.14 Unrealized -11.8%
PSX PHILLIPS 66 0.1%
Value ($000) $345 Shares 2,112 Est. Cost $91.59 Unrealized +47.4%
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $342 Shares 4,910 Est. Cost $61.31 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $342 Shares 3,743 Est. Cost $97.08 Unrealized -8.7%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $334 Shares 4,343 Est. Cost $78.82 Unrealized -17.9%
DOW DOW INC 0.1%
Value ($000) $333 Shares 5,757 Est. Cost $47.30 Unrealized +3.5%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $303 Shares 335 Est. Cost $72.44 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $302 Shares 1,382 Est. Cost $229.42 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $297 Shares 2,143 Est. Cost $121.74 Unrealized +5.8%
META META PLATFORMS INC 0.1%
Value ($000) $294 Shares 606 Est. Cost $179.98 Unrealized +146.3%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $290 Shares 3,600 Est. Cost $76.13 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $286 Shares 3,517 Est. Cost $70.68 Unrealized +5.5%
AMZN AMAZON COM INC 0.1%
Value ($000) $276 Shares 1,529 Est. Cost $140.18 Unrealized +19.1%
BAC BANK AMERICA CORP 0.1%
Value ($000) $274 Shares 7,225 Est. Cost $29.90 Unrealized +9.7%
HSY HERSHEY CO 0.1%
Value ($000) $266 Shares 1,369 Est. Cost $234.58 Unrealized -22.4%
CLX CLOROX CO DEL 0.1%
Value ($000) $259 Shares 1,693 Est. Cost $136.24 Unrealized +2.9%
NKE NIKE INC 0.1%
Value ($000) $253 Shares 2,688 Est. Cost $116.44 Unrealized -16.0%
MUSA MURPHY USA INC 0.1%
Value ($000) $252 Shares 600 Est. Cost $314.19 Unrealized +23.3%
MMM 3M CO 0.1%
Value ($000) $250 Shares 2,360 Est. Cost $106.75 Unrealized -25.7%
GOOGL ALPHABET INC 0.1%
Value ($000) $240 Shares 1,590 Est. Cost $128.39 Unrealized +10.6%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $232 Shares 1,977 Est. Cost $84.29 Unrealized +17.0%
BHP BHP GROUP LTD 0.1%
Value ($000) $230 Shares 3,990 Est. Cost $63.41 Unrealized
NFG NATIONAL FUEL GAS CO 0.1%
Value ($000) $228 Shares 4,250 Est. Cost $57.97 Unrealized -14.7%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $220 Shares 10,476 Est. Cost $21.56 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $220 Shares 6,243 Est. Cost $35.19 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $213 Shares 4,882 Est. Cost $36.30 Unrealized -1.7%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $212 Shares 440 Est. Cost $480.70 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $210 Shares 572 Est. Cost $230.59 Unrealized +34.9%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $208 Shares 800 Est. Cost $259.90 Unrealized
ESBA EMPIRE ST RLTY OP L P 0.0%
Value ($000) $100 Shares 10,000 Est. Cost $6.48 Unrealized