BERKSHIRE ASSET MANAGEMENT LLC/PA Diversified Active

Location: Wilkes Barre, PA

CIK: 0000949012 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 1, 2018

Total Value: $1.03B (100.0% shares, 0.0% debt)

Holdings (206)

JPMorgan 4.4%
Value $44.85M Shares 407,866 Est. Cost $61.41 Unrealized
MSFT Microsoft 3.9%
Value $40.1M Shares 439,367 Est. Cost $37.41 Unrealized +125.4%
Cisco 3.5%
Value $36.13M Shares 842,286 Est. Cost $27.47 Unrealized
AbbVie 3.0%
Value $31.06M Shares 328,133 Est. Cost $51.87 Unrealized
JNJ Johnson & Johnson 2.8%
Value $28.36M Shares 221,307 Est. Cost $70.55 Unrealized +53.6%
WM Waste Management 2.7%
Value $27.83M Shares 330,784 Est. Cost $74.90 Unrealized 0.0%
MTB M & T Bank 2.5%
Value $26.18M Shares 141,980 Est. Cost $146.61 Unrealized 0.0%
PNC PNC 2.5%
Value $25.57M Shares 169,058 Est. Cost $64.47 Unrealized +83.3%
WFC Wells Fargo 2.5%
Value $25.31M Shares 482,962 Est. Cost $33.42 Unrealized +42.8%
Exxon Mobil 2.4%
Value $24.86M Shares 333,148 Est. Cost $83.28 Unrealized
INTC Intel 2.3%
Value $23.72M Shares 455,451 Est. Cost $22.30 Unrealized +79.6%
AMGN Amgen 2.1%
Value $22.07M Shares 129,468 Est. Cost $102.55 Unrealized +40.8%
LEG Leggett & Platt 2.1%
Value $21.97M Shares 495,189 Est. Cost $40.77 Unrealized +12.5%
PFE Pfizer 2.1%
Value $21.78M Shares 613,783 Est. Cost $17.74 Unrealized +36.6%
BP BP ADR 2.0%
Value $20.43M Shares 503,955 Est. Cost $36.43 Unrealized
HON Honeywell 2.0%
Value $20.37M Shares 140,974 Est. Cost $69.88 Unrealized +68.1%
KO Coca Cola 1.9%
Value $19.56M Shares 450,353 Est. Cost $29.40 Unrealized +19.3%
WP Carey 1.9%
Value $19.23M Shares 310,288 Est. Cost $64.23 Unrealized
MCD McDonald's 1.8%
Value $18.72M Shares 119,729 Est. Cost $86.22 Unrealized +58.5%
EMR Emerson Electric 1.7%
Value $17.86M Shares 261,453 Est. Cost $44.95 Unrealized +31.2%
GIS General Mills 1.7%
Value $17.82M Shares 395,502 Est. Cost $35.56 Unrealized +15.3%
LMT Lockheed Martin 1.7%
Value $17.64M Shares 52,199 Est. Cost $120.17 Unrealized +129.2%
PG Procter & Gamble 1.7%
Value $17.36M Shares 219,011 Est. Cost $60.08 Unrealized +13.0%
ABT Abbott 1.6%
Value $16.46M Shares 274,663 Est. Cost $32.24 Unrealized +63.1%
NUE Nucor 1.6%
Value $16.34M Shares 267,451 Est. Cost $41.26 Unrealized +35.2%
KHC Kraft Heinz 1.5%
Value $15.76M Shares 253,068 Est. Cost $49.32 Unrealized -0.7%
NSC Norfolk Southern 1.5%
Value $15.47M Shares 113,928 Est. Cost $77.56 Unrealized +58.2%
WMT Walmart 1.5%
Value $15.24M Shares 171,296 Est. Cost $20.91 Unrealized +35.5%
AT&T 1.4%
Value $14.4M Shares 403,835 Est. Cost $35.06 Unrealized
Chubb Ltd 1.4%
Value $13.91M Shares 101,673 Est. Cost $126.08 Unrealized
General Electric 1.3%
Value $13.88M Shares 1,029,729 Est. Cost $24.87 Unrealized
MRK Merck 1.2%
Value $12.78M Shares 234,685 Est. Cost $36.00 Unrealized +17.4%
QCOM Qualcomm 1.2%
Value $12.71M Shares 229,456 Est. Cost $49.01 Unrealized +5.9%
C Citigroup 1.2%
Value $12.09M Shares 179,152 Est. Cost $37.15 Unrealized +55.1%
PPL PPL 1.0%
Value $10.61M Shares 375,188 Est. Cost $20.88 Unrealized 0.0%
TE Connectivity 1.0%
Value $10.16M Shares 101,714 Est. Cost $48.04 Unrealized
KMB Kimberly-Clark 0.9%
Value $9.696M Shares 88,037 Est. Cost $73.26 Unrealized +17.7%
BMO Bank of Montreal 0.9%
Value $9.508M Shares 125,821 Est. Cost $42.63 Unrealized +33.7%
CBU Community Bank 0.9%
Value $9.486M Shares 177,115 Est. Cost $36.56 Unrealized +18.5%
SCHF Schwab Intl Equity 0.9%
Value $9.17M Shares 272,027 Est. Cost $30.04 Unrealized
VB Vanguard Small Cap 0.9%
Value $9.164M Shares 62,375 Est. Cost $110.56 Unrealized
VO Vanguard Mid Cap 0.9%
Value $9.119M Shares 59,135 Est. Cost $114.43 Unrealized
MDLZ Mondelez 0.9%
Value $9.085M Shares 217,711 Est. Cost $24.89 Unrealized +44.0%
BRK/B Berkshire Hathaway - B 0.8%
Value $7.728M Shares 38,742 Est. Cost $137.11 Unrealized +49.8%
PHM PulteGroup 0.7%
Value $7.476M Shares 253,508 Est. Cost $15.15 Unrealized +87.5%
Baker Hughes 0.7%
Value $6.754M Shares 243,222 Est. Cost $31.59 Unrealized
Medtronic 0.7%
Value $6.714M Shares 83,689 Est. Cost $78.59 Unrealized
Viacom Cl B 0.6%
Value $6.639M Shares 213,751 Est. Cost $47.74 Unrealized
DIS Disney 0.6%
Value $6.129M Shares 61,017 Est. Cost $60.77 Unrealized +66.2%
SCHM Schwab US Mid Cap 0.5%
Value $5.657M Shares 106,975 Est. Cost $47.33 Unrealized
S&P 500 Spiders 0.5%
Value $5.358M Shares 20,360 Est. Cost $203.89 Unrealized
Alphabet - C 0.5%
Value $4.989M Shares 4,835 Est. Cost $738.03 Unrealized
AAPL Apple Inc. 0.5%
Value $4.684M Shares 27,920 Est. Cost $27.13 Unrealized +49.0%
Comcast - A 0.4%
Value $4.252M Shares 124,447 Est. Cost $50.35 Unrealized
VGK Vanguard FTSE Europe 0.4%
Value $4.229M Shares 72,720 Est. Cost $52.61 Unrealized
IWD iShares Russell 1000 Value 0.4%
Value $4.02M Shares 33,513 Est. Cost $91.32 Unrealized
BAC Bank of America 0.3%
Value $3.568M Shares 118,979 Est. Cost $11.33 Unrealized +130.0%
USB US Bancorp 0.3%
Value $3.528M Shares 69,852 Est. Cost $30.29 Unrealized +31.8%
SCHA Schwab US Small Cap 0.3%
Value $3.494M Shares 50,539 Est. Cost $64.17 Unrealized
IWF iShares Russell 1000 Growth In 0.3%
Value $3.342M Shares 24,557 Est. Cost $81.37 Unrealized
CVX Chevron Texaco 0.3%
Value $3.276M Shares 28,724 Est. Cost $76.19 Unrealized +11.6%
Unilever PLC ADR 0.3%
Value $3.272M Shares 58,899 Est. Cost $47.38 Unrealized
IBM IBM 0.3%
Value $3.13M Shares 20,399 Est. Cost $100.59 Unrealized +6.7%
Altria Group 0.3%
Value $2.878M Shares 46,176 Est. Cost $38.50 Unrealized
Raytheon 0.3%
Value $2.805M Shares 12,997 Est. Cost $129.76 Unrealized
PayPal Holdings 0.3%
Value $2.771M Shares 36,524 Est. Cost $37.90 Unrealized
PM Philip Morris 0.3%
Value $2.755M Shares 27,719 Est. Cost $50.55 Unrealized +35.9%
Zoetis 0.3%
Value $2.75M Shares 32,936 Est. Cost $48.80 Unrealized
PGR Progressive 0.3%
Value $2.748M Shares 45,100 Est. Cost $24.97 Unrealized +79.1%
Intl Aggregate Bond 0.3%
Value $2.649M Shares 50,299 Est. Cost $51.87 Unrealized
HD Home Depot 0.2%
Value $2.545M Shares 14,281 Est. Cost $72.19 Unrealized +114.3%
Unitedhealth Group 0.2%
Value $2.502M Shares 11,693 Est. Cost $146.67 Unrealized
SCHE Schwab EM Equity 0.2%
Value $2.478M Shares 86,326 Est. Cost $24.05 Unrealized
MMM MMM 0.2%
Value $2.469M Shares 11,248 Est. Cost $111.85 Unrealized +34.3%
SYY Sysco 0.2%
Value $2.462M Shares 41,053 Est. Cost $27.00 Unrealized +82.4%
AMZN Amazon 0.2%
Value $2.293M Shares 1,584 Est. Cost $20.17 Unrealized +254.6%
ITW Illinois Tool Works 0.2%
Value $2.081M Shares 13,282 Est. Cost $77.51 Unrealized +76.6%
AEP American Elec Power 0.2%
Value $2.057M Shares 29,994 Est. Cost $38.61 Unrealized +32.0%
VEA Vanguard FTSE Developed 0.2%
Value $1.978M Shares 44,690 Est. Cost $37.11 Unrealized
SCHH Schwab US REIT 0.2%
Value $1.826M Shares 47,744 Est. Cost $40.78 Unrealized
PEP Pepsico 0.2%
Value $1.799M Shares 16,486 Est. Cost $77.75 Unrealized +14.8%
Royal Dutch Shell ADR B 0.2%
Value $1.759M Shares 26,842 Est. Cost $52.95 Unrealized
ADP ADP 0.2%
Value $1.73M Shares 15,245 Est. Cost $56.38 Unrealized +74.9%
TXN Texas Instruments 0.2%
Value $1.726M Shares 16,612 Est. Cost $51.96 Unrealized +67.1%
Kellogg 0.2%
Value $1.711M Shares 26,315 Est. Cost $40.99 Unrealized +15.3%
NextEra Energy 0.2%
Value $1.637M Shares 10,023 Est. Cost $148.90 Unrealized
ConocoPhillips 0.2%
Value $1.615M Shares 27,242 Est. Cost $64.10 Unrealized
VIG Vanguard Dividend 0.1%
Value $1.52M Shares 15,041 Est. Cost $79.30 Unrealized
CE Celanese - A 0.1%
Value $1.467M Shares 14,640 Est. Cost $56.94 Unrealized +59.1%
GD General Dynamics 0.1%
Value $1.446M Shares 6,546 Est. Cost $135.53 Unrealized +34.3%
VWO Vanguard Emerging 0.1%
Value $1.414M Shares 30,088 Est. Cost $39.94 Unrealized
ORCL Oracle 0.1%
Value $1.414M Shares 30,901 Est. Cost $34.41 Unrealized +28.6%
HBAN Huntington Bancshares 0.1%
Value $1.294M Shares 85,686 Est. Cost $7.85 Unrealized +40.2%
DVY iShares Dividend Index Fund 0.1%
Value $1.212M Shares 12,743 Est. Cost $78.34 Unrealized
Verizon 0.1%
Value $1.203M Shares 25,150 Est. Cost $50.18 Unrealized
LLY Lilly 0.1%
Value $1.184M Shares 15,300 Est. Cost $64.51 Unrealized +11.2%
TSM Taiwan Semiconductor 0.1%
Value $1.156M Shares 26,418 Est. Cost $40.83 Unrealized
IWM iShares TR Russell 2000 0.1%
Value $1.136M Shares 7,485 Est. Cost $117.45 Unrealized
UPS United Parcel Service 0.1%
Value $1.122M Shares 10,717 Est. Cost $61.39 Unrealized +39.2%
EFA iShares MSCE EAFE Index Fund 0.1%
Value $1.099M Shares 15,772 Est. Cost $60.67 Unrealized
Penns Woods Bancorp 0.1%
Value $1.085M Shares 25,648 Est. Cost $49.25 Unrealized
The Blackstone Group 0.1%
Value $1.029M Shares 32,222 Est. Cost $32.12 Unrealized
Total SA-Spon ADR 0.1%
Value $996K Shares 17,268 Est. Cost $55.98 Unrealized
AXP American Express 0.1%
Value $971K Shares 10,409 Est. Cost $69.21 Unrealized +25.7%
Synovus Financial 0.1%
Value $953K Shares 19,091 Est. Cost $23.75 Unrealized
APD Air Products & Chemicals 0.1%
Value $919K Shares 5,778 Est. Cost $94.08 Unrealized +44.3%
Unilever N.V. ADR 0.1%
Value $911K Shares 16,157 Est. Cost $46.95 Unrealized
AIG AIG 0.1%
Value $906K Shares 16,657 Est. Cost $38.10 Unrealized +26.1%
Master Card Cl A 0.1%
Value $890K Shares 5,081 Est. Cost $86.45 Unrealized
GOOGL Alphabet - A 0.1%
Value $854K Shares 823 Est. Cost $39.25 Unrealized +40.2%
BA Boeing 0.1%
Value $831K Shares 2,535 Est. Cost $172.58 Unrealized +87.1%
PFIS Peoples Financial Services 0.1%
Value $812K Shares 17,791 Est. Cost $31.64 Unrealized +5.7%
DowDuPont 0.1%
Value $810K Shares 12,721 Est. Cost $68.90 Unrealized
United Technologies 0.1%
Value $758K Shares 6,021 Est. Cost $99.13 Unrealized
ADSK Autodesk 0.1%
Value $751K Shares 5,982 Est. Cost $49.30 Unrealized +141.5%
FedEx Corp 0.1%
Value $745K Shares 3,102 Est. Cost $158.18 Unrealized
Visa 0.1%
Value $745K Shares 6,232 Est. Cost $100.16 Unrealized
BDX Becton Dickinson 0.1%
Value $704K Shares 3,248 Est. Cost $157.75 Unrealized +23.3%
FITB Fifth Third Bancorp 0.1%
Value $687K Shares 21,624 Est. Cost $11.79 Unrealized +105.2%
Aetna 0.1%
Value $667K Shares 3,949 Est. Cost $86.64 Unrealized
AFL Aflac 0.1%
Value $664K Shares 15,174 Est. Cost $32.95 Unrealized +11.7%
Energy Select Sector Spider ET 0.1%
Value $643K Shares 9,534 Est. Cost $62.42 Unrealized
SCHV Schwab US Large-Cap Value ETF 0.1%
Value $606K Shares 11,471 Est. Cost $54.13 Unrealized
BRK/A Berkshire Hathaway - A 0.1%
Value $598K Shares 2 Est. Cost $230816.08 Unrealized +33.5%
Guggenheim S&P 500 ETF 0.1%
Value $581K Shares 5,838 Est. Cost $95.88 Unrealized
LOW Lowe's Companies 0.1%
Value $565K Shares 6,437 Est. Cost $66.85 Unrealized +22.5%
Anadarko Petroleum 0.1%
Value $565K Shares 9,358 Est. Cost $60.41 Unrealized
VEU Vanguard FTSE World ex-US 0.1%
Value $555K Shares 10,201 Est. Cost $49.30 Unrealized
SONY Sony Corp ADR 0.1%
Value $531K Shares 10,990 Est. Cost $29.36 Unrealized
Provident Financial 0.1%
Value $531K Shares 20,738 Est. Cost $28.32 Unrealized
PRU Prudential Financial 0.1%
Value $530K Shares 5,123 Est. Cost $64.22 Unrealized +20.1%
Walgreens 0.1%
Value $527K Shares 8,057 Est. Cost $72.61 Unrealized
Allergan 0.1%
Value $523K Shares 3,108 Est. Cost $222.57 Unrealized
CPB Campbell Soup 0.0%
Value $510K Shares 11,786 Est. Cost $40.94 Unrealized -15.3%
PSX Phillips 66 0.0%
Value $507K Shares 5,284 Est. Cost $52.86 Unrealized +35.2%
LQD iShares iBoxx Bond 0.0%
Value $501K Shares 4,265 Est. Cost $115.12 Unrealized
Seagate Technology 0.0%
Value $500K Shares 8,538 Est. Cost $24.20 Unrealized
Biogen Idec 0.0%
Value $495K Shares 1,806 Est. Cost $258.27 Unrealized
L-3 Technologies 0.0%
Value $483K Shares 2,324 Est. Cost $153.97 Unrealized
Blackrock 0.0%
Value $478K Shares 883 Est. Cost $403.45 Unrealized
Pioneer Natural Resources 0.0%
Value $452K Shares 2,631 Est. Cost $151.07 Unrealized
Brighthouse Financial 0.0%
Value $448K Shares 8,714 Est. Cost $60.83 Unrealized
Facebook 0.0%
Value $439K Shares 2,747 Est. Cost $133.46 Unrealized
BK Bank of NY Mellon 0.0%
Value $436K Shares 8,466 Est. Cost $32.97 Unrealized +35.7%
SCHB Schwab US Broad Market ETF 0.0%
Value $432K Shares 6,772 Est. Cost $56.32 Unrealized
Marathon Oil 0.0%
Value $424K Shares 26,304 Est. Cost $11.19 Unrealized
MUB IShares S&P National AMT-Free 0.0%
Value $408K Shares 3,750 Est. Cost $105.58 Unrealized
Vanguard Russell 1000 Value 0.0%
Value $384K Shares 3,653 Est. Cost $77.68 Unrealized
IWN iShares Russell 2000 Value Ind 0.0%
Value $382K Shares 3,132 Est. Cost $121.97 Unrealized
ELV Anthem 0.0%
Value $381K Shares 1,733 Est. Cost $113.72 Unrealized +86.2%
IWS iShares TR Russell MCP VL 0.0%
Value $378K Shares 4,379 Est. Cost $78.10 Unrealized
CVS CVS Health 0.0%
Value $375K Shares 6,029 Est. Cost $56.03 Unrealized -0.3%
Tetra Technologies 0.0%
Value $375K Shares 100,000 Est. Cost $5.02 Unrealized
Pinnacle Financial Partners 0.0%
Value $374K Shares 5,821 Est. Cost $62.81 Unrealized
AVGO Broadcom 0.0%
Value $366K Shares 1,553 Est. Cost $19.96 Unrealized 0.0%
Freeport-McMoran 0.0%
Value $364K Shares 20,699 Est. Cost $10.80 Unrealized
Valero Energy 0.0%
Value $364K Shares 3,925 Est. Cost $45.45 Unrealized
Twitter 0.0%
Value $359K Shares 12,389 Est. Cost $17.83 Unrealized
CME Group 0.0%
Value $353K Shares 2,184 Est. Cost $161.63 Unrealized
PAYX Paychex 0.0%
Value $352K Shares 5,720 Est. Cost $47.06 Unrealized +11.3%
GILD Gilead Sciences 0.0%
Value $348K Shares 4,610 Est. Cost $58.92 Unrealized 0.0%
CLX Clorox Company 0.0%
Value $337K Shares 2,534 Est. Cost $106.50 Unrealized +0.3%
HARRIS CORP DEL COM 0.0%
Value $330K Shares 2,047 Est. Cost $141.79 Unrealized
BMY Bristol Myers 0.0%
Value $328K Shares 5,181 Est. Cost $41.90 Unrealized +14.8%
VOO Vanguard SP 500 0.0%
Value $322K Shares 1,332 Est. Cost $222.22 Unrealized
KLAC KLA-Tencor 0.0%
Value $322K Shares 2,950 Est. Cost $98.66 Unrealized 0.0%
iShares Core Dividend Growth F 0.0%
Value $314K Shares 9,270 Est. Cost $34.59 Unrealized
Target 0.0%
Value $311K Shares 4,475 Est. Cost $69.50 Unrealized
MCO Moody's 0.0%
Value $306K Shares 1,900 Est. Cost $98.85 Unrealized +52.7%
SCHO Schwab Short-Term US Treasury 0.0%
Value $306K Shares 6,141 Est. Cost $49.83 Unrealized
Vertex Pharmaceuticals 0.0%
Value $304K Shares 1,863 Est. Cost $109.87 Unrealized
OKE Oneok, Inc. 0.0%
Value $302K Shares 5,300 Est. Cost $32.05 Unrealized +9.2%
Nvidia 0.0%
Value $301K Shares 1,300 Est. Cost $179.06 Unrealized
TPR Tapestry,Inc. 0.0%
Value $297K Shares 5,649 Est. Cost $39.76 Unrealized 0.0%
MS Morgan Stanley 0.0%
Value $284K Shares 5,254 Est. Cost $30.35 Unrealized +43.9%
Metlife 0.0%
Value $279K Shares 6,084 Est. Cost $45.86 Unrealized
HAL Halliburton 0.0%
Value $268K Shares 5,715 Est. Cost $34.29 Unrealized +22.7%
Duke Energy 0.0%
Value $267K Shares 3,443 Est. Cost $69.34 Unrealized
CDK Global 0.0%
Value $261K Shares 4,114 Est. Cost $40.75 Unrealized
CAT Caterpillar 0.0%
Value $260K Shares 1,762 Est. Cost $133.07 Unrealized 0.0%
IWP iShares TR Russell MCP GR 0.0%
Value $253K Shares 2,057 Est. Cost $104.44 Unrealized
Johnson Controls 0.0%
Value $252K Shares 7,152 Est. Cost $35.23 Unrealized
VYM Vanguard High Dvd Yield 0.0%
Value $250K Shares 3,029 Est. Cost $68.56 Unrealized
Powershares QQQ Trust 0.0%
Value $243K Shares 1,515 Est. Cost $155.78 Unrealized
Vanguard Short-Term Corp 0.0%
Value $241K Shares 3,070 Est. Cost $79.48 Unrealized
FLR Fluor 0.0%
Value $237K Shares 4,136 Est. Cost $54.24 Unrealized 0.0%
NVS Novartis AG ADR 0.0%
Value $237K Shares 2,936 Est. Cost $85.11 Unrealized
ADI Analog Devices 0.0%
Value $235K Shares 2,574 Est. Cost $76.11 Unrealized +3.3%
WDC Western Digital 0.0%
Value $232K Shares 2,511 Est. Cost $61.52 Unrealized 0.0%
Viacom Cl A 0.0%
Value $230K Shares 5,800 Est. Cost $34.83 Unrealized
Tabula Rasa HealthCare 0.0%
Value $225K Shares 5,787 Est. Cost $38.88 Unrealized
Goldman Sachs 0.0%
Value $222K Shares 880 Est. Cost $239.49 Unrealized
Dolby Laboratories 0.0%
Value $221K Shares 3,478 Est. Cost $57.50 Unrealized
EOG Resources Inc. 0.0%
Value $220K Shares 2,088 Est. Cost $107.78 Unrealized
Financial Sector Index Fund 0.0%
Value $217K Shares 7,883 Est. Cost $27.89 Unrealized
EPD Enterprise Products Partners 0.0%
Value $214K Shares 8,722 Est. Cost $24.54 Unrealized
Davita Healthcare 0.0%
Value $214K Shares 3,239 Est. Cost $72.24 Unrealized
EBAY Ebay 0.0%
Value $212K Shares 5,271 Est. Cost $36.84 Unrealized 0.0%
Energy Transfer 0.0%
Value $212K Shares 14,944 Est. Cost $19.74 Unrealized
Eversource Energy 0.0%
Value $211K Shares 3,585 Est. Cost $63.16 Unrealized
Ultra S&P 500 ProShares 0.0%
Value $208K Shares 1,974 Est. Cost $101.19 Unrealized
BB&T 0.0%
Value $201K Shares 3,857 Est. Cost $52.11 Unrealized
CL Colgate Palmolive 0.0%
Value $200K Shares 2,791 Est. Cost $60.27 Unrealized -0.9%
FVCBankcorp 0.0%
Value $183K Shares 10,516 Est. Cost $17.40 Unrealized
Weatherford PLC 0.0%
Value $93,000 Shares 40,541 Est. Cost $6.07 Unrealized
AK Steel Holding 0.0%
Value $45,000 Shares 10,000 Est. Cost $4.10 Unrealized