NORTHCAPE WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001902806 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 6, 2024

Total Value ($000): $305,317 (100.0% shares, 0.0% debt)

Holdings (130)

GLD SPDR GOLD TR 5.9%
Value ($000) $18,165 Shares 74,736 Est. Cost $174.15 Unrealized
LQD ISHARES TR 4.8%
Value ($000) $14,654 Shares 129,702 Est. Cost $110.83 Unrealized
IEFA ISHARES TR 3.9%
Value ($000) $11,809 Shares 151,294 Est. Cost $74.12 Unrealized
JAAA JANUS DETROIT STR TR 3.4%
Value ($000) $10,348 Shares 203,372 Est. Cost $50.88 Unrealized
IQLT ISHARES TR 3.2%
Value ($000) $9,717 Shares 234,205 Est. Cost $32.42 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $9,601 Shares 41,208 Est. Cost $155.02 Unrealized +43.2%
MSFT MICROSOFT CORP 2.6%
Value ($000) $7,980 Shares 18,546 Est. Cost $281.56 Unrealized +50.3%
KMI KINDER MORGAN INC DEL 2.5%
Value ($000) $7,668 Shares 347,121 Est. Cost $14.03 Unrealized +41.5%
VO VANGUARD INDEX FDS 2.2%
Value ($000) $6,689 Shares 25,354 Est. Cost $246.48 Unrealized
COST COSTCO WHSL CORP NEW 2.0%
Value ($000) $5,985 Shares 6,751 Est. Cost $481.88 Unrealized +78.9%
WMT WALMART INC 2.0%
Value ($000) $5,959 Shares 73,792 Est. Cost $52.37 Unrealized +38.4%
PEP PEPSICO INC 1.9%
Value ($000) $5,802 Shares 34,118 Est. Cost $153.99 Unrealized +5.8%
LLY ELI LILLY & CO 1.8%
Value ($000) $5,414 Shares 6,111 Est. Cost $329.89 Unrealized +169.9%
ETN EATON CORP PLC 1.6%
Value ($000) $4,840 Shares 14,602 Est. Cost $135.44 Unrealized +122.4%
GD GENERAL DYNAMICS CORP 1.6%
Value ($000) $4,757 Shares 15,742 Est. Cost $194.38 Unrealized +47.4%
ABT ABBOTT LABS 1.6%
Value ($000) $4,753 Shares 41,691 Est. Cost $110.42 Unrealized -3.0%
IBM INTERNATIONAL BUSINESS MACHS 1.5%
Value ($000) $4,680 Shares 21,168 Est. Cost $133.10 Unrealized +42.0%
NEE NEXTERA ENERGY INC 1.5%
Value ($000) $4,471 Shares 52,897 Est. Cost $59.23 Unrealized +26.4%
ARISTA NETWORKS INC 1.5%
Value ($000) $4,457 Shares 11,611 Est. Cost $172.51 Unrealized
JPM JPMORGAN CHASE & CO. 1.4%
Value ($000) $4,338 Shares 20,574 Est. Cost $138.74 Unrealized +47.7%
CL COLGATE PALMOLIVE CO 1.4%
Value ($000) $4,122 Shares 39,706 Est. Cost $70.72 Unrealized +39.9%
V VISA INC 1.3%
Value ($000) $4,002 Shares 14,557 Est. Cost $209.80 Unrealized +27.6%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $3,836 Shares 23,673 Est. Cost $147.58 Unrealized +3.4%
EMR EMERSON ELEC CO 1.3%
Value ($000) $3,819 Shares 34,915 Est. Cost $83.48 Unrealized +25.9%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $3,796 Shares 32,381 Est. Cost $85.69 Unrealized +28.4%
RTX RTX CORPORATION 1.2%
Value ($000) $3,700 Shares 30,540 Est. Cost $82.60 Unrealized +34.5%
ADI ANALOG DEVICES INC 1.1%
Value ($000) $3,476 Shares 15,102 Est. Cost $164.64 Unrealized +33.7%
CB CHUBB LIMITED 1.1%
Value ($000) $3,383 Shares 11,731 Est. Cost $184.42 Unrealized +46.8%
GOOG ALPHABET INC 1.1%
Value ($000) $3,301 Shares 19,746 Est. Cost $106.11 Unrealized +58.6%
SYK STRYKER CORPORATION 1.1%
Value ($000) $3,260 Shares 9,024 Est. Cost $250.97 Unrealized +35.7%
CSCO CISCO SYS INC 1.0%
Value ($000) $3,159 Shares 59,365 Est. Cost $48.57 Unrealized -3.7%
KO COCA COLA CO 1.0%
Value ($000) $3,157 Shares 43,930 Est. Cost $55.54 Unrealized +18.2%
DE DEERE & CO 1.0%
Value ($000) $3,155 Shares 7,560 Est. Cost $358.53 Unrealized +3.0%
HD HOME DEPOT INC 1.0%
Value ($000) $3,033 Shares 7,486 Est. Cost $321.68 Unrealized +9.6%
ECL ECOLAB INC 1.0%
Value ($000) $3,017 Shares 11,817 Est. Cost $203.57 Unrealized +18.4%
MCD MCDONALDS CORP 1.0%
Value ($000) $2,952 Shares 9,694 Est. Cost $235.52 Unrealized +13.2%
AMZN AMAZON COM INC 1.0%
Value ($000) $2,934 Shares 15,746 Est. Cost $178.37 Unrealized +2.3%
AMGN AMGEN INC 0.9%
Value ($000) $2,848 Shares 8,840 Est. Cost $289.38 Unrealized +8.2%
MRK MERCK & CO INC 0.9%
Value ($000) $2,787 Shares 24,544 Est. Cost $93.99 Unrealized +20.2%
BHP BHP GROUP LTD 0.9%
Value ($000) $2,610 Shares 42,030 Est. Cost $58.00 Unrealized
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $2,606 Shares 19,112 Est. Cost $163.88 Unrealized -26.4%
STZ CONSTELLATION BRANDS INC 0.8%
Value ($000) $2,557 Shares 9,921 Est. Cost $212.77 Unrealized +12.9%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $2,519 Shares 4,308 Est. Cost $437.59 Unrealized +25.3%
BX BLACKSTONE INC 0.8%
Value ($000) $2,507 Shares 16,374 Est. Cost $96.81 Unrealized +38.1%
ABBV ABBVIE INC 0.8%
Value ($000) $2,504 Shares 12,682 Est. Cost $142.88 Unrealized +25.1%
AMT AMERICAN TOWER CORP NEW 0.8%
Value ($000) $2,470 Shares 10,620 Est. Cost $231.77 Unrealized -9.1%
APD AIR PRODS & CHEMS INC 0.8%
Value ($000) $2,444 Shares 8,208 Est. Cost $261.98 Unrealized +0.5%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $2,337 Shares 9,694 Est. Cost $225.55 Unrealized +0.9%
QCOM QUALCOMM INC 0.8%
Value ($000) $2,308 Shares 13,571 Est. Cost $116.41 Unrealized +47.0%
TXN TEXAS INSTRS INC 0.7%
Value ($000) $2,247 Shares 10,876 Est. Cost $167.74 Unrealized +15.0%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $2,119 Shares 5,995 Est. Cost $280.06 Unrealized +15.2%
ES EVERSOURCE ENERGY 0.7%
Value ($000) $2,066 Shares 30,353 Est. Cost $69.41 Unrealized -13.1%
AWK AMERICAN WTR WKS CO INC NEW 0.7%
Value ($000) $2,063 Shares 14,107 Est. Cost $147.53 Unrealized -7.0%
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $2,005 Shares 27,215 Est. Cost $65.28 Unrealized +2.9%
ROK ROCKWELL AUTOMATION INC 0.7%
Value ($000) $1,994 Shares 7,428 Est. Cost $288.20 Unrealized -10.0%
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,946 Shares 9,416 Est. Cost $174.51 Unrealized +7.9%
MTB M & T BK CORP 0.6%
Value ($000) $1,926 Shares 10,810 Est. Cost $132.21 Unrealized +20.3%
MDT MEDTRONIC PLC 0.6%
Value ($000) $1,914 Shares 21,264 Est. Cost $76.93 Unrealized +5.1%
WWD WOODWARD INC 0.6%
Value ($000) $1,815 Shares 10,583 Est. Cost $98.72 Unrealized +67.2%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $1,771 Shares 6,399 Est. Cost $206.87 Unrealized +22.5%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,745 Shares 10,075 Est. Cost $134.80 Unrealized +21.8%
SPLV INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,628 Shares 22,692 Est. Cost $67.56 Unrealized
VYM VANGUARD WHITEHALL FDS 0.5%
Value ($000) $1,611 Shares 12,569 Est. Cost $110.91 Unrealized
MS MORGAN STANLEY 0.5%
Value ($000) $1,595 Shares 15,302 Est. Cost $84.81 Unrealized +14.3%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,593 Shares 13,818 Est. Cost $88.34 Unrealized +19.9%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $1,513 Shares 5,580 Est. Cost $160.00 Unrealized +53.2%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,224 Shares 2,478 Est. Cost $357.45 Unrealized +29.2%
CHD CHURCH & DWIGHT CO INC 0.4%
Value ($000) $1,081 Shares 10,323 Est. Cost $80.68 Unrealized +25.0%
NVS NOVARTIS AG 0.3%
Value ($000) $986 Shares 8,570 Est. Cost $93.68 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $981 Shares 45,471 Est. Cost $18.80 Unrealized
IDV ISHARES TR 0.3%
Value ($000) $926 Shares 30,624 Est. Cost $27.58 Unrealized
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $843 Shares 3,392 Est. Cost $217.82 Unrealized +7.0%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $795 Shares 1,360 Est. Cost $434.00 Unrealized +19.0%
DISCOVER FINL SVCS 0.3%
Value ($000) $792 Shares 5,645 Est. Cost $98.84 Unrealized
JBBB JANUS DETROIT STR TR 0.3%
Value ($000) $785 Shares 16,032 Est. Cost $48.95 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $778 Shares 33,158 Est. Cost $27.67 Unrealized -10.1%
IAU ISHARES GOLD TR 0.3%
Value ($000) $772 Shares 15,535 Est. Cost $38.64 Unrealized
FDX FEDEX CORP 0.2%
Value ($000) $755 Shares 2,757 Est. Cost $191.86 Unrealized +46.6%
AVGO BROADCOM INC 0.2%
Value ($000) $751 Shares 4,354 Est. Cost $148.21 Unrealized +6.6%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $745 Shares 11,497 Est. Cost $70.22 Unrealized -8.1%
JUNIPER NETWORKS INC 0.2%
Value ($000) $735 Shares 18,863 Est. Cost $34.42 Unrealized
DEM WISDOMTREE TR 0.2%
Value ($000) $711 Shares 16,157 Est. Cost $37.93 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $690 Shares 4,050 Est. Cost $84.79 Unrealized +68.7%
PFE PFIZER INC 0.2%
Value ($000) $688 Shares 23,774 Est. Cost $37.06 Unrealized -28.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $677 Shares 1,180 Est. Cost $427.48 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.2%
Value ($000) $646 Shares 11,236 Est. Cost $47.20 Unrealized +7.9%
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $619 Shares 1,317 Est. Cost $314.59 Unrealized +35.6%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $618 Shares 1,248 Est. Cost $323.64 Unrealized +46.8%
LOW LOWES COS INC 0.2%
Value ($000) $614 Shares 2,268 Est. Cost $198.62 Unrealized +18.9%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $606 Shares 4,990 Est. Cost $99.17 Unrealized +19.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $601 Shares 1,305 Est. Cost $315.87 Unrealized +40.0%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $595 Shares 5,798 Est. Cost $84.24 Unrealized +10.4%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $562 Shares 2,400 Est. Cost $176.63 Unrealized +21.9%
BA BOEING CO 0.2%
Value ($000) $534 Shares 3,514 Est. Cost $196.94 Unrealized -12.9%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $493 Shares 1,882 Est. Cost $222.55 Unrealized +6.6%
MO ALTRIA GROUP INC 0.2%
Value ($000) $490 Shares 9,608 Est. Cost $39.15 Unrealized +16.3%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $481 Shares 1,700 Est. Cost $267.61 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $481 Shares 6,547 Est. Cost $61.95 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $475 Shares 900 Est. Cost $496.75 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $448 Shares 4,004 Est. Cost $59.55 Unrealized +65.8%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $412 Shares 3,785 Est. Cost $99.51 Unrealized +2.7%
PFF ISHARES TR 0.1%
Value ($000) $409 Shares 12,303 Est. Cost $32.26 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $407 Shares 1,890 Est. Cost $125.10 Unrealized +53.4%
PAYX PAYCHEX INC 0.1%
Value ($000) $406 Shares 3,028 Est. Cost $104.30 Unrealized +16.9%
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $370 Shares 4,608 Est. Cost $61.31 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $358 Shares 3,668 Est. Cost $96.79 Unrealized -14.4%
MMM 3M CO 0.1%
Value ($000) $357 Shares 2,610 Est. Cost $105.51 Unrealized +12.9%
PSX PHILLIPS 66 0.1%
Value ($000) $353 Shares 2,689 Est. Cost $101.27 Unrealized +26.8%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $342 Shares 2,322 Est. Cost $146.22 Unrealized -4.3%
SYY SYSCO CORP 0.1%
Value ($000) $337 Shares 4,311 Est. Cost $70.77 Unrealized +1.9%
CLX CLOROX CO DEL 0.1%
Value ($000) $316 Shares 1,942 Est. Cost $135.31 Unrealized +4.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $314 Shares 6,077 Est. Cost $56.67 Unrealized -23.0%
LH LABCORP HOLDINGS INC 0.1%
Value ($000) $309 Shares 1,382 Est. Cost $199.50 Unrealized +8.4%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $304 Shares 3,600 Est. Cost $76.13 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $299 Shares 2,143 Est. Cost $121.74 Unrealized +6.3%
DOW DOW INC 0.1%
Value ($000) $299 Shares 5,480 Est. Cost $47.30 Unrealized +1.3%
LIN LINDE PLC 0.1%
Value ($000) $299 Shares 626 Est. Cost $322.30 Unrealized +39.0%
MUSA MURPHY USA INC 0.1%
Value ($000) $296 Shares 600 Est. Cost $314.19 Unrealized +58.6%
O REALTY INCOME CORP 0.1%
Value ($000) $289 Shares 4,563 Est. Cost $55.14 Unrealized -0.3%
BAC BANK AMERICA CORP 0.1%
Value ($000) $287 Shares 7,225 Est. Cost $29.90 Unrealized +29.6%
META META PLATFORMS INC 0.1%
Value ($000) $274 Shares 478 Est. Cost $179.98 Unrealized +184.5%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $269 Shares 3,450 Est. Cost $77.99 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $268 Shares 2,092 Est. Cost $95.03 Unrealized +19.8%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $254 Shares 2,098 Est. Cost $85.58 Unrealized +29.2%
AGIO AGIOS PHARMACEUTICALS INC 0.1%
Value ($000) $252 Shares 5,670 Est. Cost $36.09 Unrealized +25.8%
GOOGL ALPHABET INC 0.1%
Value ($000) $247 Shares 1,490 Est. Cost $128.39 Unrealized +29.9%
NFG NATIONAL FUEL GAS CO 0.1%
Value ($000) $232 Shares 3,824 Est. Cost $57.97 Unrealized +0.9%
NKE NIKE INC 0.1%
Value ($000) $224 Shares 2,535 Est. Cost $76.01 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $212 Shares 2,571 Est. Cost $77.48 Unrealized -3.1%
ESBA EMPIRE ST RLTY OP L P 0.0%
Value ($000) $106 Shares 10,000 Est. Cost $6.48 Unrealized