$696 Million is the total value of BTR CAPITAL MANAGEMENT INC's 162 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 9.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $34,394,000 | +0.8% | 248,868 | -0.3% | 5.37% | +9.6% |
MSFT | Sell | MICROSOFT CORP | $31,815,000 | -11.0% | 136,602 | -1.8% | 4.97% | -3.2% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $21,561,000 | -12.8% | 225,420 | +1886.8% | 3.37% | -5.2% |
UNH | Sell | UNITEDHEALTH GROUP INC | $21,312,000 | -3.1% | 42,198 | -1.5% | 3.33% | +5.3% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $20,727,000 | -6.9% | 40,843 | -0.3% | 3.24% | +1.2% |
PEP | Sell | PEPSICO INC | $20,165,000 | -2.9% | 123,515 | -0.9% | 3.15% | +5.6% |
V | Sell | VISA INC | $19,365,000 | -11.0% | 109,004 | -1.3% | 3.02% | -3.2% |
QCOM | Sell | QUALCOMM INC | $18,952,000 | -12.3% | 167,744 | -0.8% | 2.96% | -4.6% |
JPM | Sell | JPMORGAN CHASE & CO | $18,326,000 | -7.5% | 175,371 | -0.3% | 2.86% | +0.6% |
CVX | Buy | CHEVRON CORP NEW | $18,144,000 | -0.5% | 126,292 | +0.3% | 2.83% | +8.2% |
LOW | Sell | LOWES COS INC | $17,140,000 | +6.7% | 91,262 | -0.7% | 2.68% | +16.0% |
MRK | Sell | MERCK & CO INC | $16,191,000 | -6.8% | 186,542 | -1.4% | 2.53% | +1.3% |
PFE | Buy | PFIZER INC | $15,791,000 | -14.5% | 360,859 | +2.5% | 2.46% | -7.0% |
PG | Buy | PROCTER AND GAMBLE CO | $15,763,000 | -11.8% | 124,853 | +0.4% | 2.46% | -4.1% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $15,594,000 | -13.4% | 190,498 | +1.6% | 2.43% | -5.9% |
CCI | Buy | CROWN CASTLE INC | $14,335,000 | -13.4% | 99,168 | +0.8% | 2.24% | -5.9% |
HACK | Sell | ETF MANAGERS TRprime cybr scrty | $13,648,000 | -5.9% | 314,697 | -0.6% | 2.13% | +2.3% |
DIS | Sell | DISNEY WALT CO | $12,920,000 | -5.9% | 136,966 | -5.8% | 2.02% | +2.4% |
MET | Sell | METLIFE INC | $12,278,000 | -4.0% | 202,006 | -0.8% | 1.92% | +4.4% |
New | JACOBS SOLUTIONS INC | $11,863,000 | – | 109,114 | +100.0% | 1.85% | – | |
MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $11,812,000 | -29.7% | 119,481 | -29.5% | 1.84% | -23.5% |
EMR | Sell | EMERSON ELEC CO | $11,524,000 | -8.0% | 157,385 | -0.1% | 1.80% | 0.0% |
USB | Sell | US BANCORP DEL | $11,470,000 | -13.7% | 281,133 | -1.7% | 1.79% | -6.2% |
IHI | Sell | ISHARES TRu.s. med dvc etf | $10,529,000 | -7.3% | 223,165 | -0.9% | 1.64% | +0.7% |
ABT | Sell | ABBOTT LABS | $10,156,000 | -11.9% | 104,958 | -1.1% | 1.58% | -4.2% |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $8,879,000 | -1.0% | 38,660 | +0.4% | 1.39% | +7.6% |
AWK | Sell | AMERICAN WTR WKS CO INC NEW | $8,869,000 | -14.9% | 68,140 | -2.7% | 1.38% | -7.5% |
DFS | Sell | DISCOVER FINL SVCS | $8,699,000 | -5.0% | 95,676 | -1.2% | 1.36% | +3.3% |
MAA | Buy | MID-AMER APT CMNTYS INC | $8,615,000 | -10.8% | 55,558 | +0.5% | 1.34% | -3.0% |
XBI | Buy | SPDR SER TRs&p biotech | $8,198,000 | +11.4% | 103,358 | +4.3% | 1.28% | +21.1% |
JNJ | Sell | JOHNSON & JOHNSON | $6,736,000 | -9.1% | 41,232 | -1.3% | 1.05% | -1.2% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $6,659,000 | -9.3% | 89,647 | -6.9% | 1.04% | -1.4% |
KMI | Buy | KINDER MORGAN INC DEL | $6,648,000 | +0.3% | 399,512 | +1.0% | 1.04% | +9.0% |
CSX | Sell | CSX CORP | $5,835,000 | -8.8% | 219,044 | -0.5% | 0.91% | -0.8% |
SPSB | Sell | SPDR SER TRportfolio short | $5,737,000 | -19.3% | 196,326 | -17.9% | 0.90% | -12.2% |
HD | Sell | HOME DEPOT INC | $5,587,000 | -1.2% | 20,246 | -1.8% | 0.87% | +7.4% |
XOM | Buy | EXXON MOBIL CORP | $4,779,000 | +3.3% | 54,741 | +1.3% | 0.75% | +12.3% |
COST | Buy | COSTCO WHSL CORP NEW | $4,624,000 | +0.7% | 9,790 | +2.2% | 0.72% | +9.6% |
COP | Sell | CONOCOPHILLIPS | $4,484,000 | +10.4% | 43,819 | -3.1% | 0.70% | +20.1% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $4,442,000 | -14.1% | 27,499 | -2.9% | 0.69% | -6.6% |
LMT | Sell | LOCKHEED MARTIN CORP | $4,433,000 | -13.6% | 11,475 | -3.9% | 0.69% | -6.1% |
CVS | Buy | CVS HEALTH CORP | $4,403,000 | +3.0% | 46,169 | +0.1% | 0.69% | +11.9% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $3,960,000 | -42.0% | 104,296 | -22.5% | 0.62% | -37.0% |
NEM | Buy | NEWMONT CORP | $3,903,000 | -25.8% | 92,871 | +5.4% | 0.61% | -19.3% |
ETN | Buy | EATON CORP PLC | $3,487,000 | +13.5% | 26,147 | +7.3% | 0.54% | +23.4% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,934,000 | +196.4% | 24,698 | +252.2% | 0.46% | +222.5% |
WPM | Sell | WHEATON PRECIOUS METALS CORP | $2,878,000 | -20.9% | 88,933 | -11.9% | 0.45% | -14.0% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $2,787,000 | -9.1% | 50,501 | +2.9% | 0.44% | -1.1% |
VGT | VANGUARD WORLD FDSinf tech etf | $2,779,000 | -5.6% | 9,019 | 0.0% | 0.43% | +2.6% | |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,640,000 | -0.9% | 9,888 | +1.3% | 0.41% | +7.6% |
VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $2,593,000 | -14.6% | 56,180 | -2.3% | 0.40% | -7.1% |
ABBV | Sell | ABBVIE INC | $2,384,000 | -12.9% | 17,765 | -0.6% | 0.37% | -5.3% |
T | Sell | AT&T INC | $2,299,000 | -27.8% | 149,879 | -1.3% | 0.36% | -21.4% |
ROP | Sell | ROPER TECHNOLOGIES INC | $2,202,000 | -10.4% | 6,123 | -1.7% | 0.34% | -2.5% |
MCD | Sell | MCDONALDS CORP | $2,177,000 | -8.5% | 9,437 | -2.1% | 0.34% | -0.6% |
C | Sell | CITIGROUP INC | $2,116,000 | -24.6% | 50,780 | -16.8% | 0.33% | -18.1% |
WM | Buy | WASTE MGMT INC DEL | $2,059,000 | +7.3% | 12,854 | +2.5% | 0.32% | +16.3% |
NEE | Buy | NEXTERA ENERGY INC | $1,869,000 | +1.9% | 23,837 | +0.6% | 0.29% | +11.0% |
IAT | ISHARES TRus regnl bks etf | $1,751,000 | -3.1% | 36,674 | 0.0% | 0.27% | +5.4% | |
GOOG | Buy | ALPHABET INCcap stk cl c | $1,665,000 | -9.9% | 17,320 | +1949.7% | 0.26% | -1.9% |
TRV | Buy | TRAVELERS COMPANIES INC | $1,604,000 | -9.2% | 10,470 | +0.2% | 0.25% | -1.6% |
ORCL | Buy | ORACLE CORP | $1,473,000 | -9.7% | 24,124 | +3.3% | 0.23% | -1.7% |
SPY | SPDR S&P 500 ETF TRtr unit | $1,357,000 | -5.3% | 3,783 | 0.0% | 0.21% | +2.9% | |
DE | Buy | DEERE & CO | $1,329,000 | +12.2% | 3,974 | +0.6% | 0.21% | +21.8% |
VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $1,319,000 | +2.7% | 27,425 | +7.0% | 0.21% | +12.0% |
DHR | DANAHER CORPORATION | $1,261,000 | +1.9% | 4,881 | 0.0% | 0.20% | +10.7% | |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,220,000 | +6.4% | 5,370 | -1.1% | 0.19% | +15.2% |
KO | Sell | COCA COLA CO | $1,137,000 | -32.4% | 20,140 | -24.1% | 0.18% | -26.6% |
ECL | Buy | ECOLAB INC | $1,133,000 | -6.0% | 7,818 | +0.1% | 0.18% | +2.3% |
OTIS | Sell | OTIS WORLDWIDE CORP | $1,105,000 | -16.2% | 17,321 | -7.2% | 0.17% | -9.0% |
HEDJ | WISDOMTREE TReurope hedged eq | $1,092,000 | -5.1% | 17,555 | 0.0% | 0.17% | +3.0% | |
SBUX | Buy | STARBUCKS CORP | $1,085,000 | +86.1% | 12,879 | +68.8% | 0.17% | +101.2% |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $1,066,000 | -39.3% | 33,935 | -26.7% | 0.17% | -34.1% |
IBB | Sell | ISHARES TRishares biotech | $1,039,000 | -1.0% | 8,880 | -0.4% | 0.16% | +7.3% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,018,000 | -1.6% | 14,140 | -2.3% | 0.16% | +6.7% |
KMB | Sell | KIMBERLY-CLARK CORP | $1,011,000 | -17.2% | 8,915 | -0.7% | 0.16% | -9.7% |
WY | Sell | WEYERHAEUSER CO MTN BE | $996,000 | -16.7% | 34,883 | -3.3% | 0.16% | -9.9% |
EOG | Buy | EOG RES INC | $992,000 | +7.7% | 8,882 | +6.6% | 0.16% | +17.4% |
IWR | ISHARES TRrus mid cap etf | $969,000 | -3.9% | 15,590 | 0.0% | 0.15% | +4.1% | |
PHO | Sell | INVESCO EXCHANGE TRADED FD Twater res etf | $955,000 | -2.7% | 20,864 | -1.6% | 0.15% | +5.7% |
UNP | Buy | UNION PAC CORP | $946,000 | -0.5% | 4,858 | +9.0% | 0.15% | +8.0% |
INTC | Sell | INTEL CORP | $930,000 | -36.0% | 36,104 | -7.0% | 0.14% | -30.3% |
DVN | Buy | DEVON ENERGY CORP NEW | $905,000 | +27.8% | 15,055 | +17.2% | 0.14% | +38.2% |
VTI | VANGUARD INDEX FDStotal stk mkt | $878,000 | -4.9% | 4,894 | 0.0% | 0.14% | +3.0% | |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $870,000 | -11.2% | 19,615 | 0.0% | 0.14% | -3.5% | |
CSCO | Buy | CISCO SYS INC | $837,000 | -2.8% | 20,936 | +3.7% | 0.13% | +5.6% |
ES | EVERSOURCE ENERGY | $828,000 | -7.7% | 10,625 | 0.0% | 0.13% | 0.0% | |
AMZN | Buy | AMAZON COM INC | $820,000 | +27.3% | 7,260 | +19.8% | 0.13% | +39.1% |
NSC | Buy | NORFOLK SOUTHN CORP | $819,000 | -7.2% | 3,908 | +0.5% | 0.13% | +0.8% |
IVV | ISHARES TRcore s&p500 etf | $807,000 | -5.4% | 2,250 | 0.0% | 0.13% | +3.3% | |
BSV | VANGUARD BD INDEX FDSshort trm bond | $797,000 | -2.6% | 10,650 | 0.0% | 0.12% | +6.0% | |
LLY | LILLY ELI & CO | $769,000 | -0.3% | 2,378 | 0.0% | 0.12% | +8.1% | |
XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $742,000 | -9.7% | 11,328 | -3.3% | 0.12% | -1.7% |
EFA | ISHARES TRmsci eafe etf | $738,000 | -10.3% | 13,170 | 0.0% | 0.12% | -2.5% | |
IWS | ISHARES TRrus mdcp val etf | $724,000 | -5.4% | 7,536 | 0.0% | 0.11% | +2.7% | |
HON | HONEYWELL INTL INC | $715,000 | -4.0% | 4,284 | 0.0% | 0.11% | +4.7% | |
MMM | Sell | 3M CO | $695,000 | -18.2% | 6,288 | -4.2% | 0.11% | -11.5% |
DUK | Buy | DUKE ENERGY CORP NEW | $690,000 | -12.3% | 7,414 | +1.0% | 0.11% | -4.4% |
NVO | NOVO-NORDISK A Sadr | $655,000 | -10.5% | 6,570 | 0.0% | 0.10% | -2.9% | |
CMCSA | Sell | COMCAST CORP NEWcl a | $629,000 | -25.9% | 21,448 | -0.9% | 0.10% | -19.7% |
EPD | ENTERPRISE PRODS PARTNERS L | $623,000 | -2.5% | 26,217 | 0.0% | 0.10% | +5.4% | |
SLB | Sell | SCHLUMBERGER LTD | $617,000 | 0.0% | 17,115 | -0.3% | 0.10% | +7.9% |
PBW | Buy | INVESCO EXCHANGE TRADED FD Twilderhil clan | $608,000 | +8.0% | 12,626 | +2.4% | 0.10% | +17.3% |
GPC | GENUINE PARTS CO | $561,000 | +12.2% | 3,744 | 0.0% | 0.09% | +22.2% | |
ENB | Sell | ENBRIDGE INC | $556,000 | -12.4% | 14,980 | -0.3% | 0.09% | -4.4% |
BAC | Buy | BK OF AMERICA CORP | $549,000 | +2.8% | 18,166 | +5.8% | 0.09% | +11.7% |
AMGN | Buy | AMGEN INC | $546,000 | -5.4% | 2,423 | +2.1% | 0.08% | +2.4% |
IWM | ISHARES TRrussell 2000 etf | $529,000 | -2.6% | 3,209 | 0.0% | 0.08% | +6.4% | |
CL | Buy | COLGATE PALMOLIVE CO | $525,000 | -12.1% | 7,469 | +0.2% | 0.08% | -4.7% |
IWP | ISHARES TRrus md cp gr etf | $519,000 | -1.0% | 6,612 | 0.0% | 0.08% | +8.0% | |
SSO | Buy | PROSHARES TR | $520,000 | +24.4% | 13,100 | +40.9% | 0.08% | +35.0% |
PJP | Sell | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $503,000 | -26.2% | 7,050 | -22.5% | 0.08% | -19.4% |
CB | Buy | CHUBB LIMITED | $479,000 | +31.2% | 2,620 | +41.5% | 0.08% | +44.2% |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $479,000 | -10.0% | 3,952 | -4.8% | 0.08% | -1.3% |
AEM | Sell | AGNICO EAGLE MINES LTD | $471,000 | -8.2% | 11,162 | -0.3% | 0.07% | 0.0% |
WMT | Buy | WALMART INC | $458,000 | +9.8% | 3,530 | +2.9% | 0.07% | +18.3% |
WFC | WELLS FARGO CO NEW | $452,000 | +2.7% | 11,241 | 0.0% | 0.07% | +12.7% | |
GVI | ISHARES TRintrm gov cr etf | $448,000 | -3.7% | 4,405 | 0.0% | 0.07% | +4.5% | |
AXP | Buy | AMERICAN EXPRESS CO | $439,000 | -1.8% | 3,254 | +1.2% | 0.07% | +7.8% |
SCHW | Buy | SCHWAB CHARLES CORP | $438,000 | +15.9% | 6,092 | +1.8% | 0.07% | +25.9% |
GIS | Buy | GENERAL MLS INC | $418,000 | +2.7% | 5,450 | +0.9% | 0.06% | +12.1% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $394,000 | -26.2% | 3,849 | -20.6% | 0.06% | -19.5% |
XOP | SPDR SER TRs&p oilgas exp | $396,000 | +4.2% | 3,178 | 0.0% | 0.06% | +12.7% | |
PRU | Buy | PRUDENTIAL FINL INC | $389,000 | -10.0% | 4,539 | +0.4% | 0.06% | -1.6% |
SRE | Buy | SEMPRA | $387,000 | +1.0% | 2,572 | +0.9% | 0.06% | +9.1% |
ADBE | ADOBE SYSTEMS INCORPORATED | $373,000 | -24.8% | 1,355 | 0.0% | 0.06% | -18.3% | |
TXN | TEXAS INSTRS INC | $356,000 | +0.8% | 2,300 | 0.0% | 0.06% | +9.8% | |
BMY | BRISTOL-MYERS SQUIBB CO | $358,000 | -8.4% | 5,040 | 0.0% | 0.06% | 0.0% | |
SYK | Buy | STRYKER CORPORATION | $325,000 | +3.5% | 1,600 | +1.6% | 0.05% | +13.3% |
MCO | MOODYS CORP | $319,000 | -10.6% | 1,314 | 0.0% | 0.05% | -2.0% | |
SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $313,000 | -5.2% | 7,384 | 0.0% | 0.05% | +4.3% | |
TSLA | Buy | TESLA INC | $306,000 | +18.1% | 1,155 | +200.0% | 0.05% | +29.7% |
DOW | Sell | DOW INC | $300,000 | -16.7% | 6,839 | -1.9% | 0.05% | -9.6% |
CARR | Sell | CARRIER GLOBAL CORPORATION | $302,000 | -1.9% | 8,500 | -1.2% | 0.05% | +6.8% |
GL | GLOBE LIFE INC | $299,000 | +2.0% | 3,004 | 0.0% | 0.05% | +11.9% | |
Sell | WARNER BROS DISCOVERY INC | $297,000 | -33.1% | 25,837 | -22.0% | 0.05% | -28.1% | |
SHY | New | ISHARES TR1 3 yr treas bd | $274,000 | – | 3,370 | +100.0% | 0.04% | – |
SIVB | SVB FINANCIAL GROUP | $268,000 | -14.9% | 797 | 0.0% | 0.04% | -6.7% | |
GPN | Sell | GLOBAL PMTS INC | $266,000 | -29.1% | 2,462 | -27.4% | 0.04% | -22.2% |
WEC | Buy | WEC ENERGY GROUP INC | $263,000 | -9.6% | 2,941 | +1.7% | 0.04% | -2.4% |
MCK | MCKESSON CORP | $262,000 | +4.4% | 770 | 0.0% | 0.04% | +13.9% | |
DVY | Sell | ISHARES TRselect divid etf | $256,000 | -16.1% | 2,391 | -7.7% | 0.04% | -9.1% |
TGT | TARGET CORP | $258,000 | +4.9% | 1,742 | 0.0% | 0.04% | +14.3% | |
STWD | STARWOOD PPTY TR INC | $250,000 | -12.3% | 13,355 | 0.0% | 0.04% | -4.9% | |
XLK | SELECT SECTOR SPDR TRtechnology | $249,000 | -6.7% | 2,100 | 0.0% | 0.04% | +2.6% | |
IEFA | New | ISHARES TRcore msci eafe | $237,000 | – | 4,499 | +100.0% | 0.04% | – |
GLW | New | CORNING INC | $234,000 | – | 8,050 | +100.0% | 0.04% | – |
PM | PHILIP MORRIS INTL INC | $237,000 | -15.7% | 2,815 | 0.0% | 0.04% | -7.5% | |
VNO | VORNADO RLTY TRsh ben int | $232,000 | -18.9% | 10,000 | 0.0% | 0.04% | -12.2% | |
IJH | New | ISHARES TRcore s&p mcp etf | $228,000 | – | 1,040 | +100.0% | 0.04% | – |
BIO | Sell | BIO RAD LABS INCcl a | $227,000 | -23.1% | 545 | -8.4% | 0.04% | -16.7% |
QLYS | QUALYS INC | $226,000 | +10.8% | 1,618 | 0.0% | 0.04% | +20.7% | |
VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $215,000 | -6.1% | 1,593 | 0.0% | 0.03% | +3.0% | |
CWT | CALIFORNIA WTR SVC GROUP | $221,000 | -5.2% | 4,200 | 0.0% | 0.03% | +3.0% | |
XLF | New | SELECT SECTOR SPDR TRfinancial | $212,000 | – | 6,985 | +100.0% | 0.03% | – |
TJX | New | TJX COS INC NEW | $214,000 | – | 3,450 | +100.0% | 0.03% | – |
VMW | VMWARE INC | $211,000 | -6.6% | 1,986 | 0.0% | 0.03% | +3.1% | |
IJR | New | ISHARES TRcore s&p scp etf | $211,000 | – | 2,425 | +100.0% | 0.03% | – |
AEP | AMERICAN ELEC PWR CO INC | $207,000 | -9.6% | 2,389 | 0.0% | 0.03% | -3.0% | |
APD | Buy | AIR PRODS & CHEMS INC | $203,000 | -1.5% | 867 | +2.0% | 0.03% | +6.7% |
RSG | New | REPUBLIC SVCS INC | $207,000 | – | 1,516 | +100.0% | 0.03% | – |
SIRI | SIRIUS XM HOLDINGS INC | $66,000 | -5.7% | 11,500 | 0.0% | 0.01% | 0.0% | |
NNN | Exit | NATIONAL RETAIL PROPERTIES I | $0 | – | -5,000 | -100.0% | -0.03% | – |
VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -2,659 | -100.0% | -0.03% | – |
CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -3,240 | -100.0% | -0.03% | – |
GLD | Exit | SPDR GOLD TR | $0 | – | -1,325 | -100.0% | -0.03% | – |
SYY | Exit | SYSCO CORP | $0 | – | -2,730 | -100.0% | -0.03% | – |
J | Exit | JACOBS ENGR GROUP INC | $0 | – | -111,319 | -100.0% | -2.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 38 | Q3 2022 | 6.0% |
APPLE INC | 38 | Q3 2022 | 5.9% |
JPMORGAN CHASE& CO | 38 | Q3 2022 | 3.9% |
THERMO FISHER SCIENTIFIC INC | 38 | Q3 2022 | 3.6% |
CHEVRON CORP NEW | 38 | Q3 2022 | 3.6% |
PEPSICO INCORPORATED | 38 | Q3 2022 | 3.3% |
DISNEY WALT CO | 38 | Q3 2022 | 3.8% |
QUALCOMM INC. | 38 | Q3 2022 | 3.9% |
VISA INC-CLASS A SHRS | 38 | Q3 2022 | 3.3% |
LOWES COS INC | 38 | Q3 2022 | 3.0% |
View BTR CAPITAL MANAGEMENT INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-10-12 |
13F-HR | 2022-07-12 |
13F-HR | 2022-05-02 |
13F-HR | 2022-02-02 |
13F-HR | 2021-10-18 |
13F-HR | 2021-08-02 |
13F-HR | 2021-04-08 |
13F-HR | 2021-01-12 |
13F-HR | 2020-10-15 |
13F-HR | 2020-07-23 |
View BTR CAPITAL MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.