BERKSHIRE ASSET MANAGEMENT LLC/PA Diversified Active

Location: Wilkes Barre, PA

CIK: 0000949012 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Jul 11, 2013

Total Value: $361M (100.0% shares, 0.0% debt)

Holdings (120)

JPMorgan Chase 3.9%
Value $14.15M Shares 267,964 Est. Cost $52.79 Unrealized
WP Carey 3.7%
Value $13.52M Shares 204,335 Est. Cost $66.17 Unrealized
JNJ Johnson & Johnson 3.4%
Value $12.17M Shares 141,786 Est. Cost $59.66 Unrealized 0.0%
PFE Pfizer 3.3%
Value $11.85M Shares 423,143 Est. Cost $16.46 Unrealized 0.0%
LEG Leggett & Platt 3.2%
Value $11.38M Shares 365,965 Est. Cost $32.56 Unrealized 0.0%
Cisco 2.9%
Value $10.53M Shares 432,848 Est. Cost $24.33 Unrealized
General Electric 2.8%
Value $10.05M Shares 433,229 Est. Cost $23.19 Unrealized
GIS General Mills 2.7%
Value $9.739M Shares 200,679 Est. Cost $31.98 Unrealized 0.0%
Kraft Foods Group 2.6%
Value $9.455M Shares 169,228 Est. Cost $55.87 Unrealized
Waste Management 2.6%
Value $9.289M Shares 230,330 Est. Cost $40.33 Unrealized
M&T Bank 2.5%
Value $9.048M Shares 80,970 Est. Cost $111.75 Unrealized
INTC Intel 2.4%
Value $8.636M Shares 356,416 Est. Cost $17.18 Unrealized 0.0%
Viacom Class B 2.3%
Value $8.385M Shares 123,254 Est. Cost $68.03 Unrealized
AbbVie 2.3%
Value $8.325M Shares 201,378 Est. Cost $41.34 Unrealized
MSFT Microsoft 2.2%
Value $8.055M Shares 233,161 Est. Cost $26.70 Unrealized 0.0%
PG Procter & Gamble 2.2%
Value $8.028M Shares 104,271 Est. Cost $55.00 Unrealized 0.0%
WFC Wells Fargo 2.2%
Value $7.882M Shares 190,989 Est. Cost $27.36 Unrealized 0.0%
Chubb 2.1%
Value $7.759M Shares 91,664 Est. Cost $84.65 Unrealized
KO Coca Cola 2.1%
Value $7.722M Shares 192,533 Est. Cost $27.85 Unrealized 0.0%
ADP ADP 1.9%
Value $6.901M Shares 100,224 Est. Cost $45.09 Unrealized 0.0%
HON Honeywell 1.7%
Value $6.116M Shares 77,083 Est. Cost $53.13 Unrealized 0.0%
ABT Abbott Labs 1.6%
Value $5.623M Shares 161,220 Est. Cost $28.85 Unrealized 0.0%
C Citigroup 1.5%
Value $5.32M Shares 110,897 Est. Cost $35.76 Unrealized 0.0%
PNC PNC 1.5%
Value $5.305M Shares 72,754 Est. Cost $47.34 Unrealized 0.0%
Directv 1.4%
Value $5.045M Shares 81,839 Est. Cost $61.65 Unrealized
PHH 1.3%
Value $4.745M Shares 232,813 Est. Cost $20.38 Unrealized
MRK Merck 1.3%
Value $4.61M Shares 99,252 Est. Cost $30.02 Unrealized 0.0%
TE Connectivity 1.2%
Value $4.465M Shares 98,052 Est. Cost $45.54 Unrealized
KMB Kimberly-Clark 1.2%
Value $4.195M Shares 43,190 Est. Cost $63.06 Unrealized 0.0%
Covidien 1.2%
Value $4.19M Shares 66,680 Est. Cost $62.84 Unrealized
LMT Lockheed Martin 1.1%
Value $4.134M Shares 38,115 Est. Cost $71.65 Unrealized 0.0%
Chesapeake Energy 1.1%
Value $4.113M Shares 201,840 Est. Cost $20.38 Unrealized
EMR Emerson Electric 1.1%
Value $4.106M Shares 75,288 Est. Cost $40.02 Unrealized 0.0%
HBAN Huntington Bancshares 1.0%
Value $3.792M Shares 481,826 Est. Cost $4.66 Unrealized 0.0%
CBU Community Bank System 1.0%
Value $3.786M Shares 122,719 Est. Cost $19.67 Unrealized 0.0%
MCD McDonald's 1.0%
Value $3.768M Shares 38,062 Est. Cost $71.80 Unrealized 0.0%
PP&L Corp 1.0%
Value $3.743M Shares 123,689 Est. Cost $30.26 Unrealized
ConocoPhillips 1.0%
Value $3.736M Shares 61,751 Est. Cost $60.50 Unrealized
DIS Disney 1.0%
Value $3.657M Shares 57,906 Est. Cost $56.11 Unrealized 0.0%
DVY iShares DJ Select Dividend Ind 0.9%
Value $3.365M Shares 52,574 Est. Cost $64.01 Unrealized
MDLZ Mondelez International 0.9%
Value $3.311M Shares 116,066 Est. Cost $23.16 Unrealized 0.0%
Exxon Mobil 0.8%
Value $2.93M Shares 32,429 Est. Cost $90.35 Unrealized
NSC Norfolk Southern 0.8%
Value $2.742M Shares 37,739 Est. Cost $57.67 Unrealized 0.0%
NUE Nucor 0.7%
Value $2.694M Shares 62,191 Est. Cost $32.41 Unrealized 0.0%
BMO Bank of Montreal 0.7%
Value $2.682M Shares 46,220 Est. Cost $36.25 Unrealized 0.0%
GPC Genuine Parts 0.7%
Value $2.425M Shares 31,060 Est. Cost $54.12 Unrealized 0.0%
Synovus Financial 0.6%
Value $2.31M Shares 791,226 Est. Cost $2.92 Unrealized
IWF iShares Russell 1000 Growth In 0.6%
Value $2.299M Shares 31,607 Est. Cost $72.74 Unrealized
Hudson City Bancorp 0.6%
Value $2.266M Shares 246,965 Est. Cost $9.18 Unrealized
S&P 500 Spiders 0.6%
Value $2.197M Shares 13,694 Est. Cost $160.44 Unrealized
SYY Sysco 0.6%
Value $2.153M Shares 63,032 Est. Cost $24.40 Unrealized 0.0%
IWD iShares Russell 1000 Value 0.6%
Value $2.037M Shares 24,308 Est. Cost $83.80 Unrealized
CVX Chevron Texaco 0.5%
Value $1.91M Shares 16,137 Est. Cost $71.30 Unrealized 0.0%
AEP American Elec Power 0.5%
Value $1.83M Shares 40,856 Est. Cost $30.44 Unrealized 0.0%
PM Philip Morris 0.5%
Value $1.766M Shares 20,384 Est. Cost $49.85 Unrealized 0.0%
SO Southern Company 0.5%
Value $1.712M Shares 38,796 Est. Cost $26.74 Unrealized 0.0%
Kellogg 0.5%
Value $1.683M Shares 26,198 Est. Cost $38.95 Unrealized 0.0%
VO Vanguard Mid Cap 0.4%
Value $1.622M Shares 17,050 Est. Cost $95.13 Unrealized
Altria Group 0.4%
Value $1.578M Shares 45,112 Est. Cost $34.98 Unrealized
KSS Kohls 0.4%
Value $1.558M Shares 30,855 Est. Cost $49.51 Unrealized 0.0%
Duke Energy 0.4%
Value $1.535M Shares 22,742 Est. Cost $67.50 Unrealized
BP BP PLC - Spons ADR 0.4%
Value $1.524M Shares 36,518 Est. Cost $41.73 Unrealized
WMT Wal-Mart 0.4%
Value $1.47M Shares 19,739 Est. Cost $19.98 Unrealized 0.0%
EFA iShares MSCE EAFE Index Fund 0.4%
Value $1.411M Shares 24,632 Est. Cost $57.28 Unrealized
Penns Woods Bancorp 0.4%
Value $1.394M Shares 33,305 Est. Cost $41.86 Unrealized
LLY Lilly 0.4%
Value $1.313M Shares 26,739 Est. Cost $42.21 Unrealized 0.0%
PEP Pepsico 0.4%
Value $1.291M Shares 15,782 Est. Cost $56.00 Unrealized 0.0%
VB Vanguard Small Cap 0.3%
Value $1.225M Shares 13,068 Est. Cost $93.74 Unrealized
CPB Campbell Soup 0.3%
Value $1.222M Shares 27,285 Est. Cost $30.86 Unrealized 0.0%
SPDR Gold Index Fund 0.3%
Value $1.199M Shares 10,069 Est. Cost $119.08 Unrealized
UPS United Parcel Service - Cl B 0.3%
Value $1.115M Shares 12,895 Est. Cost $55.38 Unrealized 0.0%
Raytheon 0.3%
Value $1.067M Shares 16,135 Est. Cost $66.13 Unrealized
IBM IBM 0.3%
Value $1.044M Shares 5,465 Est. Cost $118.94 Unrealized 0.0%
ITW Illinois Tool Works 0.3%
Value $1.042M Shares 15,060 Est. Cost $49.85 Unrealized 0.0%
BAC Bank of America 0.3%
Value $1.008M Shares 78,419 Est. Cost $10.03 Unrealized 0.0%
HD Home Depot 0.3%
Value $928K Shares 11,981 Est. Cost $56.05 Unrealized 0.0%
TXN Texas Instruments 0.2%
Value $790K Shares 22,670 Est. Cost $25.31 Unrealized 0.0%
Ishares Silver Trust 0.2%
Value $746K Shares 39,332 Est. Cost $18.97 Unrealized
MMM MMM 0.2%
Value $733K Shares 6,700 Est. Cost $61.26 Unrealized 0.0%
Verizon Communications 0.2%
Value $687K Shares 13,648 Est. Cost $50.34 Unrealized
MUB IShares S&P National AMT-Free 0.2%
Value $672K Shares 6,400 Est. Cost $105.00 Unrealized
Lorillard 0.2%
Value $639K Shares 14,625 Est. Cost $43.69 Unrealized
BDX Becton Dickinson 0.2%
Value $624K Shares 6,310 Est. Cost $78.11 Unrealized 0.0%
Cardinal Health 0.2%
Value $603K Shares 12,768 Est. Cost $47.23 Unrealized
AT&T 0.2%
Value $597K Shares 16,857 Est. Cost $35.42 Unrealized
Federated National Holding Co 0.2%
Value $556K Shares 57,000 Est. Cost $9.75 Unrealized
EEM iShares MSCI Emerging Markets 0.1%
Value $487K Shares 12,653 Est. Cost $38.49 Unrealized
AAPL Apple Computer 0.1%
Value $422K Shares 1,063 Est. Cost $13.16 Unrealized 0.0%
Financial Sector Index Fund 0.1%
Value $418K Shares 21,503 Est. Cost $19.44 Unrealized
FE FirstEnergy 0.1%
Value $416K Shares 11,150 Est. Cost $24.57 Unrealized 0.0%
IWM iShares TR Russell 2000 0.1%
Value $412K Shares 4,249 Est. Cost $96.96 Unrealized
AIG AIG 0.1%
Value $396K Shares 8,870 Est. Cost $32.51 Unrealized 0.0%
LQD iShares iBoxx Bond Fund 0.1%
Value $392K Shares 3,445 Est. Cost $113.79 Unrealized
IVW iShares S&P 500 Growth Index 0.1%
Value $381K Shares 4,541 Est. Cost $83.90 Unrealized
Biogen Idec 0.1%
Value $369K Shares 1,713 Est. Cost $215.41 Unrealized
Wisdomtree Japan Hedged 0.1%
Value $368K Shares 8,071 Est. Cost $45.60 Unrealized
FITB Fifth Third Bancorp 0.1%
Value $361K Shares 20,000 Est. Cost $11.47 Unrealized 0.0%
ZION Zions Bancorp 0.1%
Value $347K Shares 11,994 Est. Cost $26.15 Unrealized 0.0%
Cree 0.1%
Value $343K Shares 5,381 Est. Cost $63.74 Unrealized
MS Morgan Stanley 0.1%
Value $339K Shares 13,856 Est. Cost $17.33 Unrealized 0.0%
SPDR Barclays Capital High Yie 0.1%
Value $338K Shares 8,550 Est. Cost $39.53 Unrealized
BRK/A Berkshire Hathaway Cl A 0.1%
Value $337K Shares 2 Est. Cost $165023.42 Unrealized 0.0%
PSX Phillips 66 0.1%
Value $331K Shares 5,627 Est. Cost $40.44 Unrealized 0.0%
IWN iShares Russell 2000 Value Ind 0.1%
Value $320K Shares 3,728 Est. Cost $85.84 Unrealized
Hertz Global Holdings 0.1%
Value $314K Shares 12,675 Est. Cost $24.77 Unrealized
IWS iShares TR Russell MCP VL 0.1%
Value $296K Shares 5,111 Est. Cost $57.91 Unrealized
IWP iShares TR Russell MCP GR 0.1%
Value $290K Shares 4,038 Est. Cost $71.82 Unrealized
Discover Financial Services 0.1%
Value $275K Shares 5,774 Est. Cost $47.63 Unrealized
Powershares 2X Short Oil 0.1%
Value $270K Shares 6,680 Est. Cost $40.42 Unrealized
EFTS Platinum Trust 0.1%
Value $245K Shares 1,872 Est. Cost $130.88 Unrealized
NSRGY Nestle SA ADR 0.1%
Value $223K Shares 3,390 Est. Cost $65.78 Unrealized
Sanofi Aventis ADR 0.1%
Value $223K Shares 4,334 Est. Cost $51.45 Unrealized
IVV iShares Core S&P 500 0.1%
Value $215K Shares 1,335 Est. Cost $161.05 Unrealized
VEA Vanguard FTSE Developed Market 0.1%
Value $214K Shares 6,010 Est. Cost $35.61 Unrealized
ORCL Oracle 0.1%
Value $211K Shares 6,869 Est. Cost $27.58 Unrealized 0.0%
ADM Archer-Daniels 0.1%
Value $205K Shares 6,041 Est. Cost $23.37 Unrealized 0.0%
TJX TJX Companies 0.1%
Value $200K Shares 4,000 Est. Cost $20.82 Unrealized 0.0%
APD Air Products & Chemicals 0.0%
Value $177K Shares 1,934 Est. Cost $61.55 Unrealized 0.0%
CPIX Cumberland Pharmaceuticals 0.0%
Value $148K Shares 29,000 Est. Cost $4.98 Unrealized 0.0%
SKY Skyline 0.0%
Value $93,000 Shares 23,699 Est. Cost $4.53 Unrealized 0.0%