BERKSHIRE ASSET MANAGEMENT LLC/PA Diversified Active

Location: Wilkes Barre, PA

CIK: 0000949012 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 15, 2016

Total Value: $605M (100.0% shares, 0.0% debt)

Holdings (154)

JPMorgan 3.7%
Value $22.1M Shares 334,696 Est. Cost $54.11 Unrealized
LEG Leggett & Platt 3.0%
Value $18.12M Shares 431,145 Est. Cost $32.02 Unrealized +38.6%
JNJ Johnson & Johnson 2.9%
Value $17.8M Shares 173,304 Est. Cost $62.40 Unrealized +21.7%
General Electric 2.9%
Value $17.72M Shares 568,798 Est. Cost $24.19 Unrealized
WP Carey 2.9%
Value $17.55M Shares 297,399 Est. Cost $65.43 Unrealized
MSFT Microsoft 2.9%
Value $17.51M Shares 315,643 Est. Cost $28.35 Unrealized +62.0%
WFC Wells Fargo 2.9%
Value $17.38M Shares 319,700 Est. Cost $30.34 Unrealized +34.6%
GIS General Mills 2.9%
Value $17.29M Shares 299,847 Est. Cost $32.88 Unrealized +23.0%
PFE Pfizer 2.7%
Value $16.57M Shares 513,464 Est. Cost $16.84 Unrealized +21.0%
Cisco 2.6%
Value $15.77M Shares 580,850 Est. Cost $24.44 Unrealized
AbbVie 2.6%
Value $15.6M Shares 263,359 Est. Cost $44.96 Unrealized
Chubb 2.4%
Value $14.74M Shares 111,099 Est. Cost $87.05 Unrealized
Waste Management 2.3%
Value $13.64M Shares 255,517 Est. Cost $41.64 Unrealized
AMGN Amgen 2.2%
Value $13.49M Shares 83,130 Est. Cost $86.71 Unrealized +34.4%
KHC Kraft Heinz 2.2%
Value $13.48M Shares 185,326 Est. Cost $47.82 Unrealized -1.6%
KO Coca Cola 2.2%
Value $13.36M Shares 311,065 Est. Cost $27.71 Unrealized +11.3%
PG Procter & Gamble 2.1%
Value $12.46M Shares 156,864 Est. Cost $56.44 Unrealized +2.6%
INTC Intel 1.8%
Value $10.89M Shares 316,118 Est. Cost $17.98 Unrealized +48.2%
PNC PNC 1.7%
Value $10.45M Shares 109,595 Est. Cost $51.47 Unrealized +30.6%
MCD McDonald's 1.7%
Value $10.36M Shares 87,681 Est. Cost $71.62 Unrealized +21.8%
AT&T 1.7%
Value $10.1M Shares 293,400 Est. Cost $33.40 Unrealized
HON Honeywell 1.6%
Value $9.958M Shares 96,149 Est. Cost $56.01 Unrealized +32.6%
M&T Bank 1.6%
Value $9.789M Shares 80,783 Est. Cost $112.23 Unrealized
MDLZ Mondelez 1.6%
Value $9.782M Shares 218,161 Est. Cost $24.47 Unrealized +45.0%
C Citigroup 1.6%
Value $9.522M Shares 184,001 Est. Cost $36.04 Unrealized +10.0%
ABT Abbott 1.5%
Value $9.261M Shares 206,211 Est. Cost $29.43 Unrealized +24.2%
LMT Lockheed Martin 1.5%
Value $8.982M Shares 41,364 Est. Cost $85.19 Unrealized +94.1%
PP&L Corp 1.3%
Value $8.131M Shares 238,237 Est. Cost $30.61 Unrealized
VO Vanguard Mid Cap 1.3%
Value $8.009M Shares 66,684 Est. Cost $112.39 Unrealized
MRK Merck 1.3%
Value $7.837M Shares 148,368 Est. Cost $31.59 Unrealized +16.4%
EMR Emerson Electric 1.3%
Value $7.653M Shares 159,999 Est. Cost $42.49 Unrealized -14.1%
KMB Kimberly-Clark 1.2%
Value $7.454M Shares 58,552 Est. Cost $65.73 Unrealized +29.3%
VB Vanguard Small Cap 1.1%
Value $6.922M Shares 62,563 Est. Cost $108.49 Unrealized
TE Connectivity 1.1%
Value $6.87M Shares 106,332 Est. Cost $47.25 Unrealized
S&P 500 Spiders 1.1%
Value $6.61M Shares 32,423 Est. Cost $189.58 Unrealized
Exxon Mobil 1.1%
Value $6.427M Shares 82,457 Est. Cost $86.45 Unrealized
DIS Disney 1.0%
Value $6.081M Shares 57,871 Est. Cost $56.81 Unrealized +80.0%
Medtronic 0.9%
Value $5.714M Shares 74,286 Est. Cost $78.00 Unrealized
NSC Norfolk Southern 0.9%
Value $5.66M Shares 66,916 Est. Cost $64.60 Unrealized +7.0%
QCOM Qualcomm 0.9%
Value $5.529M Shares 110,618 Est. Cost $52.28 Unrealized -23.5%
ADP ADP 0.9%
Value $5.367M Shares 63,345 Est. Cost $46.19 Unrealized +49.7%
NUE Nucor 0.9%
Value $5.174M Shares 128,397 Est. Cost $35.11 Unrealized -7.6%
WMT Wal-Mart 0.8%
Value $5.117M Shares 83,478 Est. Cost $19.18 Unrealized -13.3%
HBAN Huntington Bancshares 0.8%
Value $5.085M Shares 459,773 Est. Cost $4.75 Unrealized +55.3%
GPC Genuine Parts 0.8%
Value $4.798M Shares 55,864 Est. Cost $59.16 Unrealized +10.2%
PHM PulteGroup 0.8%
Value $4.579M Shares 256,961 Est. Cost $15.01 Unrealized +9.6%
BMO Bank of Montreal 0.7%
Value $4.39M Shares 77,816 Est. Cost $38.17 Unrealized +0.1%
ConocoPhillips 0.7%
Value $4.177M Shares 89,460 Est. Cost $64.40 Unrealized
Viacom Cl B 0.7%
Value $4.06M Shares 98,643 Est. Cost $68.46 Unrealized
BP BP ADR 0.7%
Value $4.025M Shares 128,760 Est. Cost $43.18 Unrealized
PHH 0.6%
Value $3.927M Shares 242,402 Est. Cost $21.35 Unrealized
Synovus Financial 0.6%
Value $3.483M Shares 107,552 Est. Cost $23.64 Unrealized
VOO Vanguard SP500 0.5%
Value $3.11M Shares 16,639 Est. Cost $175.90 Unrealized
KSS Kohls 0.5%
Value $2.872M Shares 60,304 Est. Cost $54.38 Unrealized -15.0%
Altria Group 0.5%
Value $2.834M Shares 48,679 Est. Cost $36.42 Unrealized
IWD iShares Russell 1000 Value 0.5%
Value $2.795M Shares 28,558 Est. Cost $86.63 Unrealized
CBU Community Bank 0.4%
Value $2.665M Shares 66,721 Est. Cost $19.88 Unrealized +51.4%
BAC Bank of America 0.4%
Value $2.493M Shares 148,128 Est. Cost $11.30 Unrealized +20.0%
IWF iShares Russell 1000 Growth In 0.4%
Value $2.382M Shares 23,940 Est. Cost $72.74 Unrealized
IBM IBM 0.4%
Value $2.272M Shares 16,511 Est. Cost $100.17 Unrealized -12.6%
PM Philip Morris 0.4%
Value $2.265M Shares 25,770 Est. Cost $49.12 Unrealized +6.4%
BRK/B Berkshire Hathaway Cl B 0.4%
Value $2.199M Shares 16,655 Est. Cost $121.93 Unrealized +10.1%
HD Home Depot 0.3%
Value $2.111M Shares 15,960 Est. Cost $60.99 Unrealized +63.9%
CVX Chevron Texaco 0.3%
Value $2.082M Shares 23,143 Est. Cost $70.90 Unrealized -17.6%
AIG AIG 0.3%
Value $2.077M Shares 33,511 Est. Cost $37.55 Unrealized +26.0%
Kellogg 0.3%
Value $1.964M Shares 27,178 Est. Cost $38.93 Unrealized +17.4%
WCI Communities 0.3%
Value $1.925M Shares 86,415 Est. Cost $19.17 Unrealized
IWM iShares TR Russell 2000 0.3%
Value $1.918M Shares 17,035 Est. Cost $114.35 Unrealized
VGK Vanguard FTSE Europe 0.3%
Value $1.809M Shares 36,267 Est. Cost $52.37 Unrealized
SYY Sysco 0.3%
Value $1.676M Shares 40,884 Est. Cost $24.53 Unrealized +28.3%
News Corp Cl A 0.3%
Value $1.597M Shares 119,507 Est. Cost $16.31 Unrealized
DVY iShares Dividend Index Fund 0.3%
Value $1.594M Shares 21,216 Est. Cost $67.32 Unrealized
AAPL Apple Computer 0.2%
Value $1.489M Shares 14,150 Est. Cost $18.50 Unrealized +39.1%
Raytheon 0.2%
Value $1.432M Shares 11,498 Est. Cost $66.92 Unrealized
The Blackstone Group 0.2%
Value $1.419M Shares 48,527 Est. Cost $32.88 Unrealized
AEP American Elec Power 0.2%
Value $1.26M Shares 21,616 Est. Cost $31.22 Unrealized +27.0%
CPB Campbell Soup 0.2%
Value $1.244M Shares 23,664 Est. Cost $30.55 Unrealized +22.0%
Verizon 0.2%
Value $1.221M Shares 26,417 Est. Cost $48.69 Unrealized
UPS United Parcel Service 0.2%
Value $1.197M Shares 12,436 Est. Cost $58.25 Unrealized +21.2%
Comcast Corp - Class A 0.2%
Value $1.176M Shares 20,841 Est. Cost $56.67 Unrealized
VIG Vanguard Dividend Appreciation 0.2%
Value $1.161M Shares 14,927 Est. Cost $79.07 Unrealized
AMZN Amazon.com 0.2%
Value $1.14M Shares 1,687 Est. Cost $19.36 Unrealized +62.8%
ITW Illinois Tool Works 0.2%
Value $1.062M Shares 11,457 Est. Cost $52.37 Unrealized +36.3%
ORCL Oracle 0.2%
Value $917K Shares 25,104 Est. Cost $30.07 Unrealized +9.1%
Penns Woods Bancorp 0.2%
Value $916K Shares 21,579 Est. Cost $42.43 Unrealized
Biogen Idec 0.1%
Value $887K Shares 2,896 Est. Cost $259.59 Unrealized
Unitedhealth Group 0.1%
Value $843K Shares 7,167 Est. Cost $76.50 Unrealized
EFA iShares MSCE EAFE Index Fund 0.1%
Value $823K Shares 14,013 Est. Cost $58.62 Unrealized
PEP Pepsico 0.1%
Value $820K Shares 8,204 Est. Cost $63.38 Unrealized +15.9%
Talen Energy 0.1%
Value $750K Shares 120,415 Est. Cost $16.99 Unrealized
AXP American Express 0.1%
Value $749K Shares 10,768 Est. Cost $69.40 Unrealized -9.4%
VEA Vanguard FTSE Developed 0.1%
Value $731K Shares 19,910 Est. Cost $36.05 Unrealized
GOOGL Alphabet Cl A 0.1%
Value $723K Shares 929 Est. Cost $36.73 Unrealized 0.0%
ACAD Acadia Pharmaceuticals 0.1%
Value $658K Shares 18,459 Est. Cost $34.37 Unrealized +2.5%
PFIS Peoples Financial Services 0.1%
Value $643K Shares 16,888 Est. Cost $31.72 Unrealized -13.6%
Provident Financial Services 0.1%
Value $640K Shares 31,738 Est. Cost $17.33 Unrealized
TXN Texas Instruments 0.1%
Value $602K Shares 10,990 Est. Cost $26.31 Unrealized +60.7%
Allergan 0.1%
Value $591K Shares 1,892 Est. Cost $272.36 Unrealized
LQD iShares iBoxx Bond 0.1%
Value $568K Shares 4,983 Est. Cost $114.63 Unrealized
ADSK Autodesk 0.1%
Value $527K Shares 8,642 Est. Cost $47.16 Unrealized +23.2%
Alphabet Cl C 0.1%
Value $502K Shares 661 Est. Cost $759.46 Unrealized
MMM MMM 0.1%
Value $496K Shares 3,293 Est. Cost $63.76 Unrealized +44.5%
DHR Danaher Corp 0.1%
Value $467K Shares 5,033 Est. Cost $32.91 Unrealized +16.2%
BA Boeing 0.1%
Value $450K Shares 3,115 Est. Cost $115.96 Unrealized +11.1%
Master Card Cl A 0.1%
Value $445K Shares 4,570 Est. Cost $80.44 Unrealized
FITB Fifth Third Bancorp 0.1%
Value $438K Shares 21,781 Est. Cost $11.79 Unrealized +17.8%
Broadcom Corp 0.1%
Value $414K Shares 7,162 Est. Cost $30.21 Unrealized
Energy Select Sector Spider ET 0.1%
Value $412K Shares 6,831 Est. Cost $61.06 Unrealized
Aetna 0.1%
Value $410K Shares 3,794 Est. Cost $81.88 Unrealized
BRK/A Berkshire Hathaway Cl A 0.1%
Value $396K Shares 2 Est. Cost $189817.56 Unrealized +6.0%
BMY Bristol Myers 0.1%
Value $394K Shares 5,731 Est. Cost $44.71 Unrealized +4.4%
IVW iShares S&P 500 Growth Index 0.1%
Value $391K Shares 3,376 Est. Cost $86.71 Unrealized
LLY Lilly 0.1%
Value $387K Shares 4,595 Est. Cost $42.16 Unrealized +65.3%
VEU Vanguard FTSE World ex-US 0.1%
Value $379K Shares 8,723 Est. Cost $50.19 Unrealized
GD General Dynamics 0.1%
Value $372K Shares 2,708 Est. Cost $112.01 Unrealized +2.3%
United Technologies 0.1%
Value $368K Shares 3,832 Est. Cost $88.99 Unrealized
MUB IShares S&P National AMT-Free 0.1%
Value $360K Shares 3,250 Est. Cost $105.00 Unrealized
Vanguard Russell 1000 Value 0.1%
Value $358K Shares 4,174 Est. Cost $77.68 Unrealized
Sanofi Aventis ADR 0.1%
Value $352K Shares 8,260 Est. Cost $52.33 Unrealized
CVS CVS Health 0.1%
Value $340K Shares 3,477 Est. Cost $46.71 Unrealized +55.4%
Duke Energy 0.1%
Value $339K Shares 4,746 Est. Cost $67.58 Unrealized
Metlife 0.1%
Value $337K Shares 6,981 Est. Cost $54.54 Unrealized
PSX Phillips 66 0.1%
Value $334K Shares 4,082 Est. Cost $44.42 Unrealized +33.0%
Goldman Sachs 0.1%
Value $326K Shares 1,807 Est. Cost $188.19 Unrealized
TJX TJX Companies 0.1%
Value $321K Shares 4,520 Est. Cost $21.92 Unrealized +41.0%
NVS Novartis AG - ADR 0.1%
Value $317K Shares 3,689 Est. Cost $95.30 Unrealized
Sandisk Corp 0.1%
Value $316K Shares 4,159 Est. Cost $67.04 Unrealized
L-3 Communications Holdings 0.1%
Value $311K Shares 2,605 Est. Cost $125.90 Unrealized
APD Air Products & Chemicals 0.1%
Value $308K Shares 2,370 Est. Cost $65.29 Unrealized +50.0%
FedEx Corp 0.1%
Value $307K Shares 2,062 Est. Cost $148.88 Unrealized
Unilever PLC ADR 0.0%
Value $302K Shares 6,999 Est. Cost $42.05 Unrealized
SCHV Schwab US Large-Cap Value ETF 0.0%
Value $293K Shares 6,899 Est. Cost $42.79 Unrealized
Seagate Technology 0.0%
Value $292K Shares 7,953 Est. Cost $20.33 Unrealized
Costco 0.0%
Value $290K Shares 1,798 Est. Cost $144.61 Unrealized
IWN iShares Russell 2000 Value Ind 0.0%
Value $280K Shares 3,050 Est. Cost $90.16 Unrealized
Valero Energy 0.0%
Value $278K Shares 3,925 Est. Cost $42.30 Unrealized
TOL Toll Brothers 0.0%
Value $266K Shares 7,989 Est. Cost $35.68 Unrealized 0.0%
Anadarko Petroleum 0.0%
Value $265K Shares 5,463 Est. Cost $77.97 Unrealized
CDK Global 0.0%
Value $242K Shares 5,093 Est. Cost $40.75 Unrealized
Anheuser-Busch InBev Spn ADR 0.0%
Value $240K Shares 1,920 Est. Cost $115.10 Unrealized
Precision Castparts 0.0%
Value $239K Shares 1,032 Est. Cost $241.28 Unrealized
Financial Sector Index Fund 0.0%
Value $235K Shares 9,858 Est. Cost $19.67 Unrealized
SCHB Schwab US Broad Market ETF 0.0%
Value $234K Shares 4,776 Est. Cost $48.99 Unrealized
USB US Bancorp 0.0%
Value $227K Shares 5,316 Est. Cost $29.59 Unrealized 0.0%
VYM Vanguard High Dvd Yield 0.0%
Value $225K Shares 3,376 Est. Cost $68.56 Unrealized
Vertex Pharmaceuticals 0.0%
Value $216K Shares 1,713 Est. Cost $126.09 Unrealized
Gramercy Property Trust 0.0%
Value $215K Shares 27,910 Est. Cost $7.70 Unrealized
Kinder Morgan 0.0%
Value $211K Shares 14,170 Est. Cost $39.65 Unrealized
C R Bard 0.0%
Value $208K Shares 1,100 Est. Cost $186.36 Unrealized
SO Southern Company 0.0%
Value $204K Shares 4,365 Est. Cost $29.62 Unrealized 0.0%
VWO Vanguard Emerging Markets 0.0%
Value $203K Shares 6,214 Est. Cost $33.11 Unrealized
BK Bank of New York Mellon 0.0%
Value $203K Shares 4,915 Est. Cost $32.47 Unrealized 0.0%
Weatherford PLC 0.0%
Value $200K Shares 23,842 Est. Cost $19.93 Unrealized
Hertz Global Holdings 0.0%
Value $180K Shares 12,675 Est. Cost $24.77 Unrealized