Drexel Morgan & Co. Diversified Active

CIK: 0001508512 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $394,574 (100.0% shares, 0.0% debt)

Holdings (108)

T AT&T INC 20.0%
Value ($000) $78,841 Shares 2,604,612 Est. Cost $16.62 Unrealized -2.8%
JNJ JOHNSON & JOHNSON 9.2%
Value ($000) $36,178 Shares 220,128 Est. Cost $118.50 Unrealized +18.8%
KO COCA COLA CO 6.1%
Value ($000) $23,985 Shares 455,025 Est. Cost $43.48 Unrealized -0.2%
IBM INTERNATIONAL BUSINESS MACHS 4.7%
Value ($000) $18,481 Shares 138,685 Est. Cost $98.36 Unrealized -0.3%
JPM JPMORGAN CHASE & CO 4.3%
Value ($000) $16,990 Shares 111,606 Est. Cost $102.73 Unrealized +23.9%
BND VANGUARD BD INDEX FDS 2.9%
Value ($000) $11,336 Shares 133,891 Est. Cost $82.70 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.8%
Value ($000) $10,983 Shares 74,675 Est. Cost $82.24 Unrealized
TGNA TEGNA INC 2.4%
Value ($000) $9,415 Shares 500,000 Est. Cost $14.92 Unrealized +17.4%
SLB SCHLUMBERGER LTD 2.3%
Value ($000) $9,194 Shares 338,126 Est. Cost $27.06 Unrealized -12.4%
AAPL APPLE INC 2.3%
Value ($000) $8,908 Shares 72,927 Est. Cost $87.35 Unrealized +43.2%
MSFT MICROSOFT CORP 2.1%
Value ($000) $8,464 Shares 35,900 Est. Cost $72.03 Unrealized +209.4%
CVS CVS HEALTH CORP 1.9%
Value ($000) $7,531 Shares 100,108 Est. Cost $62.28 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 1.9%
Value ($000) $7,393 Shares 18,652 Est. Cost $269.33 Unrealized
IWF ISHARES TR 1.7%
Value ($000) $6,649 Shares 27,357 Est. Cost $117.38 Unrealized
IEFA ISHARES TR 1.6%
Value ($000) $6,225 Shares 86,395 Est. Cost $58.36 Unrealized
F FORD MTR CO DEL 1.6%
Value ($000) $6,174 Shares 504,000 Est. Cost $5.45 Unrealized +59.3%
DE DEERE & CO 1.5%
Value ($000) $6,097 Shares 16,295 Est. Cost $97.80 Unrealized +214.4%
WASH WASHINGTON TR BANCORP 1.5%
Value ($000) $5,995 Shares 116,123 Est. Cost $31.27 Unrealized +13.5%
BYD BOYD GAMING CORP 1.5%
Value ($000) $5,896 Shares 100,000 Est. Cost $24.58 Unrealized +112.2%
IWD ISHARES TR 1.5%
Value ($000) $5,895 Shares 38,895 Est. Cost $123.97 Unrealized
VTI VANGUARD INDEX FDS 1.4%
Value ($000) $5,529 Shares 26,749 Est. Cost $150.11 Unrealized
AXP AMERICAN EXPRESS CO 1.3%
Value ($000) $5,148 Shares 36,400 Est. Cost $88.53 Unrealized +40.5%
USMV ISHARES TR 1.2%
Value ($000) $4,727 Shares 68,318 Est. Cost $40.01 Unrealized
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $4,649 Shares 34,327 Est. Cost $68.25 Unrealized +69.5%
UNP UNION PAC CORP 1.1%
Value ($000) $4,255 Shares 19,303 Est. Cost $95.84 Unrealized +96.2%
TFX TELEFLEX INC 1.1%
Value ($000) $4,155 Shares 10,000 Est. Cost $99.45 Unrealized +289.9%
CAT CATERPILLAR INC 1.0%
Value ($000) $4,063 Shares 17,522 Est. Cost $83.68 Unrealized +126.0%
ABT ABBOTT LABORATORIES 1.0%
Value ($000) $3,928 Shares 32,774 Est. Cost $46.55 Unrealized +133.4%
MCD MCDONALDS CORP 0.8%
Value ($000) $3,293 Shares 14,694 Est. Cost $107.54 Unrealized +77.8%
DIS DISNEY WALT CO 0.8%
Value ($000) $3,228 Shares 17,494 Est. Cost $86.32 Unrealized +108.7%
ICSH ISHARES TR 0.8%
Value ($000) $3,176 Shares 62,864 Est. Cost $50.56 Unrealized
EMR EMERSON ELEC CO 0.7%
Value ($000) $2,832 Shares 31,386 Est. Cost $47.56 Unrealized +63.6%
QQQ INVESCO QQQ TR 0.7%
Value ($000) $2,651 Shares 8,306 Est. Cost $171.81 Unrealized
MDT MEDTRONIC PLC 0.6%
Value ($000) $2,470 Shares 20,904 Est. Cost $69.70 Unrealized +45.9%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $2,311 Shares 41,390 Est. Cost $50.16 Unrealized -13.7%
MMM 3M CO 0.6%
Value ($000) $2,260 Shares 11,728 Est. Cost $86.94 Unrealized +43.9%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $2,167 Shares 27,495 Est. Cost $51.34 Unrealized +36.3%
AMZN AMAZON.COM INC 0.5%
Value ($000) $2,104 Shares 680 Est. Cost $28.72 Unrealized +452.0%
SDY SPDR SER TR 0.5%
Value ($000) $2,057 Shares 17,427 Est. Cost $71.95 Unrealized
MRK MERCK & CO. INC 0.5%
Value ($000) $1,835 Shares 23,797 Est. Cost $46.76 Unrealized +34.9%
UNILEVER PLC 0.4%
Value ($000) $1,631 Shares 29,211 Est. Cost $45.51 Unrealized
ROYAL DUTCH SHELL PLC 0.4%
Value ($000) $1,468 Shares 37,439 Est. Cost $48.61 Unrealized
IEMG ISHARES INC 0.4%
Value ($000) $1,419 Shares 22,049 Est. Cost $51.85 Unrealized
IWN ISHARES TR 0.4%
Value ($000) $1,408 Shares 8,832 Est. Cost $100.65 Unrealized
EFV ISHARES TR 0.3%
Value ($000) $1,229 Shares 24,110 Est. Cost $48.63 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $1,211 Shares 15,662 Est. Cost $54.61 Unrealized +19.5%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $1,200 Shares 15,527 Est. Cost $24.70 Unrealized +17.7%
JEPI J P MORGAN EXCHANGE-TRADED F 0.3%
Value ($000) $1,155 Shares 19,865 Est. Cost $52.80 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,104 Shares 3,615 Est. Cost $63.50 Unrealized +284.9%
MA MASTERCARD INC 0.2%
Value ($000) $881 Shares 2,474 Est. Cost $253.16 Unrealized +34.1%
PEP PEPSICO INC 0.2%
Value ($000) $875 Shares 6,180 Est. Cost $65.17 Unrealized +80.9%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $868 Shares 6,245 Est. Cost $64.77 Unrealized +71.1%
NVS NOVARTIS AG 0.2%
Value ($000) $831 Shares 9,720 Est. Cost $82.41 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $812 Shares 3,345 Est. Cost $49.76 Unrealized +406.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $782 Shares 3,060 Est. Cost $110.64 Unrealized +119.5%
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $722 Shares 14,700 Est. Cost $37.47 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $721 Shares 2,610 Est. Cost $93.32 Unrealized +158.6%
IWO ISHARES TR 0.2%
Value ($000) $663 Shares 2,205 Est. Cost $169.09 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $660 Shares 2,000 Est. Cost $148.50 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $625 Shares 2,510 Est. Cost $85.77 Unrealized +138.7%
NKE NIKE INC 0.2%
Value ($000) $623 Shares 4,688 Est. Cost $43.49 Unrealized +197.9%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $610 Shares 4,056 Est. Cost $110.26 Unrealized +20.8%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $596 Shares 5,688 Est. Cost $76.14 Unrealized +4.5%
ADSK AUTODESK INC 0.1%
Value ($000) $577 Shares 2,083 Est. Cost $58.09 Unrealized +396.5%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $576 Shares 4,385 Est. Cost $107.16 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $556 Shares 8,606 Est. Cost $52.72 Unrealized +1.2%
ORCL ORACLE CORP 0.1%
Value ($000) $484 Shares 6,896 Est. Cost $33.69 Unrealized +79.9%
ABBV ABBVIE INC 0.1%
Value ($000) $480 Shares 4,432 Est. Cost $30.86 Unrealized +188.1%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $478 Shares 4,550 Est. Cost $40.35 Unrealized +109.2%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $459 Shares 1,260 Est. Cost $200.02 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $440 Shares 2,075 Est. Cost $219.95 Unrealized 0.0%
BDX BECTON DICKINSON AND CO 0.1%
Value ($000) $430 Shares 1,768 Est. Cost $78.11 Unrealized +188.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $428 Shares 1,151 Est. Cost $110.26 Unrealized +189.9%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $421 Shares 4,997 Est. Cost $45.70 Unrealized +56.3%
V VISA INC 0.1%
Value ($000) $390 Shares 1,840 Est. Cost $147.68 Unrealized +37.6%
LLY LILLY ELI & CO 0.1%
Value ($000) $374 Shares 2,000 Est. Cost $90.28 Unrealized +106.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $372 Shares 5,896 Est. Cost $28.76 Unrealized +77.4%
TGT TARGET CORP 0.1%
Value ($000) $364 Shares 1,840 Est. Cost $98.18 Unrealized +66.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $362 Shares 3,240 Est. Cost $59.17 Unrealized +79.9%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $362 Shares 8,578 Est. Cost $17.13 Unrealized +112.7%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $354 Shares 1,121 Est. Cost $149.40 Unrealized +81.1%
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $350 Shares 2,730 Est. Cost $93.04 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $348 Shares 10,200 Est. Cost $22.13 Unrealized
CITRIX SYS INC 0.1%
Value ($000) $326 Shares 2,323 Est. Cost $130.00 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $317 Shares 5,035 Est. Cost $53.19 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $314 Shares 3,199 Est. Cost $29.74 Unrealized +170.3%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $310 Shares 2,335 Est. Cost $104.48 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $296 Shares 1,215 Est. Cost $157.54 Unrealized +44.6%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $294 Shares 4,288 Est. Cost $47.48 Unrealized +27.9%
IJR ISHARES TR 0.1%
Value ($000) $293 Shares 2,700 Est. Cost $91.85 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $287 Shares 1,020 Est. Cost $68.88 Unrealized +248.7%
CLX CLOROX CO DEL 0.1%
Value ($000) $273 Shares 1,415 Est. Cost $188.92 Unrealized -12.6%
FISV FISERV INC 0.1%
Value ($000) $273 Shares 2,296 Est. Cost $99.60 Unrealized +15.2%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $268 Shares 1,420 Est. Cost $116.84 Unrealized +29.5%
CACI CACI INTL INC 0.1%
Value ($000) $266 Shares 1,080 Est. Cost $239.29 Unrealized 0.0%
EFG ISHARES TR 0.1%
Value ($000) $257 Shares 2,555 Est. Cost $82.97 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $244 Shares 4,201 Est. Cost $40.75 Unrealized +3.7%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $234 Shares 665 Est. Cost $279.18 Unrealized +18.1%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $231 Shares 1,225 Est. Cost $147.45 Unrealized +6.2%
VTEB VANGUARD INDEX FDS 0.1%
Value ($000) $229 Shares 4,190 Est. Cost $51.07 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $227 Shares 1,026 Est. Cost $195.91 Unrealized
BA BOEING CO 0.1%
Value ($000) $223 Shares 875 Est. Cost $222.27 Unrealized 0.0%
IJH ISHARES TR 0.1%
Value ($000) $211 Shares 810 Est. Cost $260.49 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $211 Shares 3,300 Est. Cost $54.09 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $211 Shares 1,490 Est. Cost $141.61 Unrealized
WESTERN ASSET INVT GRADE DEF 0.1%
Value ($000) $206 Shares 9,615 Est. Cost $21.63 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $205 Shares 1,010 Est. Cost $182.06 Unrealized +1.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $201 Shares 440 Est. Cost $462.59 Unrealized +1.8%