GIRARD PARTNERS LTD. - Q2 2021 holdings

$778 Million is the total value of GIRARD PARTNERS LTD.'s 261 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .

 Value Shares↓ Weighting
IWD ExitISHARES RUSSELL 1000 VALUE ETFetf$0-1,371
-100.0%
-0.03%
GE ExitGENERAL ELECTRIC CO COMstock$0-17,477
-100.0%
-0.03%
CLX ExitCLOROX CO DEL COMstock$0-1,358
-100.0%
-0.04%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-08-10
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP COM40Q3 20233.9%
BLACKROCK INC COM40Q3 20232.8%
HOME DEPOT INC COM40Q3 20232.5%
VISA INC COM CL A40Q3 20232.7%
JOHNSON JOHNSON COM40Q3 20232.7%
DISNEY WALT CO COM DISNEY40Q3 20232.3%
UNION PACIFIC CORP COM40Q3 20232.2%
EXXON MOBIL CORP COM40Q3 20233.6%
JPMORGAN CHASE CO COM40Q3 20231.8%
INTEL CORP COM40Q3 20232.4%

View GIRARD PARTNERS LTD.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-13
13F-HR2024-02-09
13F-HR2023-11-02
13F-HR2023-08-15
13F-HR2023-05-12
13F-HR2023-01-26
13F-HR2022-10-20
13F-HR2022-07-26
13F-HR2022-04-27
13F-HR2022-02-02

View GIRARD PARTNERS LTD.'s complete filings history.

Compare quarters

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