NORTHCAPE WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001902806 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 7, 2023

Total Value ($000): $277,140 (100.0% shares, 0.0% debt)

Holdings (147)

GLD SPDR GOLD TR 6.3%
Value ($000) $17,340 Shares 97,270 Est. Cost $174.15 Unrealized
IEFA ISHARES TR 3.8%
Value ($000) $10,416 Shares 154,306 Est. Cost $74.12 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $8,463 Shares 43,632 Est. Cost $152.87 Unrealized +12.6%
INVESCO EXCH TRD SLF IDX FD 3.1%
Value ($000) $8,463 Shares 411,414 Est. Cost $21.56 Unrealized
INVESCO EXCH TRD SLF IDX FD 3.0%
Value ($000) $8,440 Shares 419,296 Est. Cost $21.44 Unrealized
IQLT ISHARES TR 2.9%
Value ($000) $8,067 Shares 226,607 Est. Cost $32.19 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $6,947 Shares 20,400 Est. Cost $279.42 Unrealized +9.9%
PEP PEPSICO INC 2.3%
Value ($000) $6,415 Shares 34,633 Est. Cost $153.99 Unrealized +10.8%
KMI KINDER MORGAN INC DEL 2.2%
Value ($000) $6,215 Shares 360,914 Est. Cost $13.85 Unrealized +6.7%
BSCQ INVESCO EXCH TRD SLF IDX FD 2.2%
Value ($000) $6,075 Shares 320,667 Est. Cost $18.70 Unrealized
VO VANGUARD INDEX FDS 2.1%
Value ($000) $5,741 Shares 26,076 Est. Cost $246.88 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 1.9%
Value ($000) $5,293 Shares 278,213 Est. Cost $19.01 Unrealized
ABT ABBOTT LABS 1.7%
Value ($000) $4,702 Shares 43,126 Est. Cost $110.75 Unrealized -8.4%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $4,324 Shares 26,127 Est. Cost $147.76 Unrealized +0.8%
WMT WALMART INC 1.5%
Value ($000) $4,144 Shares 26,362 Est. Cost $45.37 Unrealized +7.9%
T AT&T INC 1.5%
Value ($000) $4,100 Shares 257,056 Est. Cost $15.29 Unrealized -3.3%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $3,753 Shares 6,972 Est. Cost $481.88 Unrealized +1.1%
LLY LILLY ELI & CO 1.3%
Value ($000) $3,722 Shares 7,936 Est. Cost $329.89 Unrealized +24.7%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $3,714 Shares 34,631 Est. Cost $84.75 Unrealized +17.5%
FCX FREEPORT-MCMORAN INC 1.3%
Value ($000) $3,667 Shares 91,672 Est. Cost $27.89 Unrealized +31.8%
BX BLACKSTONE INC 1.3%
Value ($000) $3,496 Shares 37,601 Est. Cost $96.81 Unrealized -17.2%
V VISA INC 1.3%
Value ($000) $3,493 Shares 14,708 Est. Cost $209.80 Unrealized +7.0%
GD GENERAL DYNAMICS CORP 1.2%
Value ($000) $3,411 Shares 15,856 Est. Cost $193.56 Unrealized +5.7%
EMR EMERSON ELEC CO 1.2%
Value ($000) $3,365 Shares 37,232 Est. Cost $83.48 Unrealized -4.1%
ETN EATON CORP PLC 1.2%
Value ($000) $3,325 Shares 16,535 Est. Cost $135.44 Unrealized +25.8%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $3,319 Shares 22,822 Est. Cost $137.60 Unrealized -5.8%
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $3,310 Shares 18,466 Est. Cost $165.44 Unrealized -6.6%
CSCO CISCO SYS INC 1.2%
Value ($000) $3,270 Shares 63,195 Est. Cost $48.71 Unrealized -6.6%
ADI ANALOG DEVICES INC 1.1%
Value ($000) $3,187 Shares 16,360 Est. Cost $164.64 Unrealized +7.4%
CL COLGATE PALMOLIVE CO 1.1%
Value ($000) $3,147 Shares 40,855 Est. Cost $70.72 Unrealized +3.1%
RTX RAYTHEON TECHNOLOGIES CORP 1.1%
Value ($000) $3,118 Shares 31,834 Est. Cost $82.60 Unrealized +11.7%
MCD MCDONALDS CORP 1.1%
Value ($000) $2,949 Shares 9,884 Est. Cost $234.96 Unrealized +16.2%
SYK STRYKER CORPORATION 1.0%
Value ($000) $2,860 Shares 9,373 Est. Cost $250.97 Unrealized +12.1%
VNQ VANGUARD INDEX FDS 1.0%
Value ($000) $2,781 Shares 33,283 Est. Cost $111.47 Unrealized
KO COCA COLA CO 1.0%
Value ($000) $2,754 Shares 45,739 Est. Cost $55.41 Unrealized +3.5%
GOOG ALPHABET INC 1.0%
Value ($000) $2,749 Shares 22,726 Est. Cost $106.11 Unrealized +8.3%
CB CHUBB LIMITED 1.0%
Value ($000) $2,680 Shares 13,920 Est. Cost $184.42 Unrealized +2.9%
DE DEERE & CO 1.0%
Value ($000) $2,679 Shares 6,612 Est. Cost $354.17 Unrealized +3.9%
STZ CONSTELLATION BRANDS INC 0.9%
Value ($000) $2,591 Shares 10,525 Est. Cost $212.43 Unrealized +4.8%
MRK MERCK & CO INC 0.9%
Value ($000) $2,587 Shares 22,418 Est. Cost $91.93 Unrealized +13.6%
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $2,530 Shares 9,583 Est. Cost $224.47 Unrealized +7.8%
APD AIR PRODS & CHEMS INC 0.9%
Value ($000) $2,396 Shares 7,999 Est. Cost $263.32 Unrealized +0.7%
ARISTA NETWORKS INC 0.8%
Value ($000) $2,349 Shares 14,492 Est. Cost $167.86 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $2,260 Shares 7,274 Est. Cost $322.91 Unrealized -14.4%
ECL ECOLAB INC 0.8%
Value ($000) $2,255 Shares 12,077 Est. Cost $203.57 Unrealized -17.8%
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $2,139 Shares 6,931 Est. Cost $279.38 Unrealized +0.1%
CVS CVS HEALTH CORP 0.7%
Value ($000) $2,053 Shares 29,697 Est. Cost $77.54 Unrealized -17.1%
AMT AMERICAN TOWER CORP NEW 0.7%
Value ($000) $2,030 Shares 10,465 Est. Cost $232.25 Unrealized -23.3%
TXN TEXAS INSTRS INC 0.7%
Value ($000) $2,002 Shares 11,123 Est. Cost $167.74 Unrealized -5.2%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $1,981 Shares 14,808 Est. Cost $116.61 Unrealized +1.2%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,956 Shares 4,069 Est. Cost $435.98 Unrealized +6.6%
QCOM QUALCOMM INC 0.7%
Value ($000) $1,845 Shares 15,503 Est. Cost $116.41 Unrealized -6.9%
ES EVERSOURCE ENERGY 0.7%
Value ($000) $1,820 Shares 25,666 Est. Cost $72.32 Unrealized -8.7%
AWK AMERICAN WTR WKS CO INC NEW 0.6%
Value ($000) $1,742 Shares 12,207 Est. Cost $152.65 Unrealized -9.3%
ABBV ABBVIE INC 0.6%
Value ($000) $1,720 Shares 12,765 Est. Cost $138.12 Unrealized -3.2%
SPLV INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,682 Shares 26,781 Est. Cost $67.80 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,637 Shares 10,791 Est. Cost $133.54 Unrealized +5.8%
MTB M & T BK CORP 0.6%
Value ($000) $1,613 Shares 13,035 Est. Cost $132.21 Unrealized -16.3%
MS MORGAN STANLEY 0.5%
Value ($000) $1,466 Shares 17,166 Est. Cost $84.81 Unrealized -7.6%
WWD WOODWARD INC 0.5%
Value ($000) $1,398 Shares 11,756 Est. Cost $98.72 Unrealized +5.6%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $1,375 Shares 6,257 Est. Cost $206.34 Unrealized -1.5%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,319 Shares 14,703 Est. Cost $87.84 Unrealized -3.1%
INTC INTEL CORP 0.5%
Value ($000) $1,253 Shares 37,478 Est. Cost $27.52 Unrealized +11.6%
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $1,219 Shares 57,564 Est. Cost $21.41 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $1,156 Shares 31,505 Est. Cost $37.86 Unrealized -12.3%
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $1,077 Shares 10,149 Est. Cost $110.73 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,036 Shares 2,634 Est. Cost $357.45 Unrealized +3.5%
CHD CHURCH & DWIGHT CO INC 0.4%
Value ($000) $1,035 Shares 10,323 Est. Cost $80.68 Unrealized +13.2%
IDV ISHARES TR 0.4%
Value ($000) $1,000 Shares 37,995 Est. Cost $27.49 Unrealized
NVS NOVARTIS AG 0.4%
Value ($000) $994 Shares 9,852 Est. Cost $92.00 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $986 Shares 5,659 Est. Cost $160.00 Unrealized -2.4%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $984 Shares 26,458 Est. Cost $34.54 Unrealized -9.7%
DEM WISDOMTREE TR 0.3%
Value ($000) $964 Shares 25,196 Est. Cost $37.86 Unrealized
COMB GRANITESHARES ETF TR 0.3%
Value ($000) $922 Shares 44,645 Est. Cost $24.89 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.3%
Value ($000) $897 Shares 14,189 Est. Cost $61.95 Unrealized
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $889 Shares 3,921 Est. Cost $216.72 Unrealized -7.6%
BA BOEING CO 0.3%
Value ($000) $819 Shares 3,879 Est. Cost $197.79 Unrealized +5.0%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $814 Shares 9,663 Est. Cost $84.24 Unrealized -5.1%
MDT MEDTRONIC PLC 0.3%
Value ($000) $781 Shares 8,867 Est. Cost $76.74 Unrealized +3.4%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $777 Shares 10,649 Est. Cost $60.49 Unrealized +13.3%
TAP MOLSON COORS BEVERAGE CO 0.3%
Value ($000) $740 Shares 11,236 Est. Cost $47.20 Unrealized +20.3%
AVGO BROADCOM INC 0.3%
Value ($000) $706 Shares 814 Est. Cost $57.59 Unrealized +19.4%
FDX FEDEX CORP 0.2%
Value ($000) $683 Shares 2,757 Est. Cost $190.64 Unrealized +13.3%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $667 Shares 1,449 Est. Cost $433.18 Unrealized -0.4%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $667 Shares 7,643 Est. Cost $78.82 Unrealized +5.0%
DISCOVER FINL SVCS 0.2%
Value ($000) $660 Shares 5,645 Est. Cost $98.84 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $651 Shares 11,482 Est. Cost $70.22 Unrealized -28.2%
HSY HERSHEY CO 0.2%
Value ($000) $631 Shares 2,526 Est. Cost $234.58 Unrealized +3.8%
JUNIPER NETWORKS INC 0.2%
Value ($000) $600 Shares 19,150 Est. Cost $34.42 Unrealized
LIN LINDE PLC 0.2%
Value ($000) $597 Shares 1,567 Est. Cost $322.30 Unrealized +9.5%
O REALTY INCOME CORP 0.2%
Value ($000) $584 Shares 9,770 Est. Cost $55.14 Unrealized -4.7%
IAU ISHARES GOLD TR 0.2%
Value ($000) $565 Shares 15,535 Est. Cost $37.37 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $535 Shares 2,411 Est. Cost $220.43 Unrealized -3.1%
ORCL ORACLE CORP 0.2%
Value ($000) $535 Shares 4,490 Est. Cost $84.79 Unrealized +18.4%
LOW LOWES COS INC 0.2%
Value ($000) $518 Shares 2,297 Est. Cost $192.20 Unrealized +2.9%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $515 Shares 6,115 Est. Cost $85.59 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $510 Shares 7,310 Est. Cost $59.55 Unrealized +6.2%
PAYX PAYCHEX INC 0.2%
Value ($000) $489 Shares 4,372 Est. Cost $104.30 Unrealized -3.1%
ISHARES TR 0.2%
Value ($000) $488 Shares 18,946 Est. Cost $26.79 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $479 Shares 1,915 Est. Cost $217.73 Unrealized +0.9%
IGLD FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $475 Shares 24,837 Est. Cost $19.13 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $456 Shares 10,060 Est. Cost $36.35 Unrealized +0.6%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $438 Shares 1,357 Est. Cost $323.64 Unrealized -4.9%
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $437 Shares 1,317 Est. Cost $314.59 Unrealized -5.8%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $434 Shares 2,500 Est. Cost $172.02 Unrealized -2.5%
META META PLATFORMS INC 0.2%
Value ($000) $431 Shares 1,503 Est. Cost $179.98 Unrealized +36.2%
ISHARES TR 0.2%
Value ($000) $424 Shares 16,114 Est. Cost $27.79 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $424 Shares 3,785 Est. Cost $99.51 Unrealized -3.1%
AMZN AMAZON COM INC 0.2%
Value ($000) $420 Shares 3,225 Est. Cost $96.61 Unrealized +18.2%
SYY SYSCO CORP 0.1%
Value ($000) $411 Shares 5,539 Est. Cost $70.68 Unrealized -3.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $411 Shares 1,205 Est. Cost $308.18 Unrealized +5.9%
TRI THOMSON REUTERS CORP. 0.1%
Value ($000) $387 Shares 2,867 Est. Cost $122.38 Unrealized 0.0%
GSK GSK PLC 0.1%
Value ($000) $387 Shares 10,847 Est. Cost $35.58 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $374 Shares 5,043 Est. Cost $73.54 Unrealized -4.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $371 Shares 3,743 Est. Cost $97.08 Unrealized +0.2%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $371 Shares 2,805 Est. Cost $125.10 Unrealized -0.8%
NFG NATIONAL FUEL GAS CO 0.1%
Value ($000) $356 Shares 6,925 Est. Cost $57.97 Unrealized -8.3%
DOW DOW INC 0.1%
Value ($000) $347 Shares 6,514 Est. Cost $47.30 Unrealized -4.3%
GPC GENUINE PARTS CO 0.1%
Value ($000) $337 Shares 1,994 Est. Cost $154.96 Unrealized -2.4%
CLX CLOROX CO DEL 0.1%
Value ($000) $334 Shares 2,103 Est. Cost $136.24 Unrealized +8.3%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $334 Shares 1,382 Est. Cost $229.42 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $329 Shares 2,088 Est. Cost $148.45 Unrealized -3.5%
PROSHARES TR 0.1%
Value ($000) $326 Shares 23,500 Est. Cost $16.11 Unrealized
ISHARES TR 0.1%
Value ($000) $320 Shares 12,564 Est. Cost $25.92 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $316 Shares 1,822 Est. Cost $146.36 Unrealized +8.5%
PSX PHILLIPS 66 0.1%
Value ($000) $309 Shares 3,244 Est. Cost $91.59 Unrealized -3.3%
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $305 Shares 5,200 Est. Cost $62.81 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $297 Shares 2,143 Est. Cost $121.74 Unrealized +5.8%
NKE NIKE INC 0.1%
Value ($000) $297 Shares 2,688 Est. Cost $116.44 Unrealized -4.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $284 Shares 1,155 Est. Cost $230.59 Unrealized -7.3%
AGIO AGIOS PHARMACEUTICALS INC 0.1%
Value ($000) $283 Shares 10,010 Est. Cost $26.56 Unrealized -6.3%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $277 Shares 1,413 Est. Cost $191.38 Unrealized -5.5%
AMLP ALPS ETF TR 0.1%
Value ($000) $276 Shares 7,050 Est. Cost $38.65 Unrealized
BHP BHP GROUP LTD 0.1%
Value ($000) $271 Shares 4,550 Est. Cost $63.41 Unrealized
MMM 3M CO 0.1%
Value ($000) $268 Shares 2,676 Est. Cost $110.40 Unrealized -29.8%
D DOMINION ENERGY INC 0.1%
Value ($000) $256 Shares 4,949 Est. Cost $50.58 Unrealized -5.9%
BAC BANK AMERICA CORP 0.1%
Value ($000) $253 Shares 8,816 Est. Cost $29.90 Unrealized -11.0%
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $251 Shares 2,533 Est. Cost $99.89 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $247 Shares 3,450 Est. Cost $69.41 Unrealized
BLACKROCK INC 0.1%
Value ($000) $232 Shares 336 Est. Cost $669.38 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $219 Shares 1,585 Est. Cost $116.26 Unrealized +8.2%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $217 Shares 1,974 Est. Cost $79.83 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $211 Shares 2,997 Est. Cost $60.67 Unrealized +7.6%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $207 Shares 3,237 Est. Cost $61.33 Unrealized -3.9%
GIS GENERAL MLS INC 0.1%
Value ($000) $207 Shares 2,695 Est. Cost $72.01 Unrealized +7.6%
F FORD MTR CO DEL 0.1%
Value ($000) $181 Shares 11,974 Est. Cost $10.20 Unrealized +4.8%
ESBA EMPIRE ST RLTY OP L P 0.0%
Value ($000) $74 Shares 10,000 Est. Cost $6.48 Unrealized