$947 Million is the total value of GIRARD PARTNERS LTD.'s 252 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 8.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC COMstock | $69,595,633 | +17.2% | 358,795 | -0.4% | 7.35% | +12.0% |
| MSFT | Sell | MICROSOFT CORP COMstock | $36,582,800 | +13.8% | 107,425 | -3.6% | 3.86% | +8.8% |
| IUSB | Sell | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $17,594,156 | -4.1% | 386,939 | -2.7% | 1.86% | -8.4% |
| BLK | Sell | BLACKROCK INC COMstock | $16,200,984 | +1.2% | 23,440 | -2.1% | 1.71% | -3.4% |
| V | Sell | VISA INC COM CL Astock | $15,439,013 | +1.1% | 65,011 | -4.0% | 1.63% | -3.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $14,976,575 | -10.4% | 28,704 | -1.1% | 1.58% | -14.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC COMstock | $14,844,147 | +1.5% | 30,884 | -0.2% | 1.57% | -3.0% |
| FB | Sell | META PLATFORMS INC CL Astock | $13,152,390 | +19.4% | 45,830 | -11.8% | 1.39% | +14.0% |
| AMAT | Sell | APPLIED MATLS INC COMstock | $12,835,951 | +15.1% | 88,805 | -2.2% | 1.36% | +10.0% |
| HD | Sell | HOME DEPOT INC COMstock | $12,384,530 | +0.7% | 39,867 | -4.3% | 1.31% | -3.8% |
| COST | Sell | COSTCO WHSL CORP NEW COMstock | $12,067,040 | +4.3% | 22,413 | -3.8% | 1.28% | -0.4% |
| JPM | Sell | JPMORGAN CHASE CO COMstock | $11,257,972 | +8.8% | 77,406 | -2.5% | 1.19% | +3.9% |
| ROP | Sell | ROPER TECHNOLOGIES INC COMstock | $10,607,361 | -4.6% | 22,061 | -12.5% | 1.12% | -8.9% |
| HON | Sell | HONEYWELL INTL INC COMstock | $7,766,556 | +6.7% | 37,429 | -1.7% | 0.82% | +1.9% |
| REGN | Sell | REGENERON PHARMACEUTICALS COMstock | $7,506,228 | -19.6% | 10,446 | -8.1% | 0.79% | -23.2% |
| MDLZ | Sell | MONDELEZ INTL INC CL Astock | $6,169,884 | +3.9% | 84,588 | -0.7% | 0.65% | -0.8% |
| FDX | Sell | FEDEX CORP COMstock | $5,642,556 | +8.2% | 22,761 | -0.2% | 0.60% | +3.5% |
| LMT | Sell | LOCKHEED MARTIN CORP COMstock | $5,168,613 | -8.9% | 11,226 | -6.4% | 0.55% | -12.9% |
| AMGN | Sell | AMGEN INC COMstock | $5,037,994 | -55.0% | 22,691 | -51.0% | 0.53% | -57.0% |
| PEP | Sell | PEPSICO INC COMstock | $4,957,135 | -2.4% | 26,763 | -3.9% | 0.52% | -6.6% |
| ECL | Sell | ECOLAB INC COMstock | $4,520,127 | +10.8% | 24,211 | -1.7% | 0.48% | +5.8% |
| CSCO | Sell | CISCO SYS INC COMstock | $4,346,313 | -52.4% | 84,002 | -51.9% | 0.46% | -54.5% |
| MCD | Sell | MCDONALDS CORP COMstock | $3,811,038 | -2.0% | 12,771 | -8.2% | 0.40% | -6.3% |
| TDG | Sell | TRANSDIGM GROUP INC COMstock | $3,631,524 | +11.0% | 4,061 | -8.5% | 0.38% | +6.1% |
| TSLA | Sell | TESLA INC COMstock | $3,564,783 | -6.9% | 13,618 | -26.2% | 0.38% | -10.9% |
| ULTA | Sell | ULTA BEAUTY INC COMstock | $3,551,737 | -18.3% | 7,547 | -5.2% | 0.38% | -22.0% |
| PG | Sell | PROCTER AND GAMBLE CO COMstock | $3,417,152 | -14.0% | 22,519 | -15.8% | 0.36% | -18.0% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED COMstock | $3,325,946 | -7.9% | 6,801 | -27.4% | 0.35% | -12.0% |
| EFV | Sell | ISHARES MSCI EAFE VALUE ETFetf | $3,326,632 | -2.2% | 67,973 | -3.1% | 0.35% | -6.6% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE INC COMstock | $3,241,320 | +7.8% | 28,663 | -0.6% | 0.34% | +3.0% |
| WMT | Sell | WALMART INC COMstock | $3,131,094 | +5.8% | 19,920 | -0.7% | 0.33% | +1.2% |
| DHI | Sell | D R HORTON INC COMstock | $3,109,230 | -53.9% | 25,550 | -63.0% | 0.33% | -56.0% |
| ANET | Sell | ARISTA NETWORKS INC COMstock | $2,950,788 | -15.4% | 18,208 | -12.3% | 0.31% | -19.2% |
| VRSK | Sell | VERISK ANALYTICS INC COMstock | $2,864,788 | -5.9% | 12,674 | -20.1% | 0.30% | -10.1% |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $2,788,585 | +30.8% | 6,592 | -14.1% | 0.30% | +25.0% |
| MNST | Sell | MONSTER BEVERAGE CORP NEW COMstock | $2,701,364 | +1.7% | 47,029 | -4.4% | 0.28% | -3.1% |
| EQIX | Sell | EQUINIX INC COMreit | $2,567,507 | -17.6% | 3,275 | -24.2% | 0.27% | -21.4% |
| UNP | Sell | UNION PAC CORP COMstock | $2,481,550 | -18.1% | 12,127 | -19.5% | 0.26% | -21.8% |
| MMC | Sell | MARSH MCLENNAN COS INC COMstock | $2,417,458 | -9.6% | 12,853 | -20.0% | 0.26% | -13.9% |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $2,363,661 | -19.1% | 56,887 | -26.1% | 0.25% | -22.6% |
| IVV | Sell | ISHARES CORE SP 500 ETFetf | $2,335,520 | -10.2% | 5,240 | -17.1% | 0.25% | -13.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $2,264,238 | +8.2% | 6,639 | -2.0% | 0.24% | +3.5% |
| VUG | Sell | VANGUARD GROWTH ETFetf | $2,232,172 | +11.4% | 7,888 | -1.8% | 0.24% | +6.3% |
| MA | Sell | MASTERCARD INCORPORATED CL Astock | $2,197,088 | +7.8% | 5,586 | -0.4% | 0.23% | +3.1% |
| VGSH | Sell | VANGUARD SHORT TERM TREASURY ETFetf | $2,084,033 | -7.2% | 36,099 | -5.9% | 0.22% | -11.3% |
| STZ | Sell | CONSTELLATION BRANDS INC CL Astock | $2,011,363 | -65.9% | 8,171 | -68.7% | 0.21% | -67.5% |
| BNDX | Sell | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $1,966,105 | -6.4% | 40,223 | -6.4% | 0.21% | -10.3% |
| LOW | Sell | LOWES COS INC COMstock | $1,957,098 | +10.9% | 8,671 | -1.7% | 0.21% | +6.2% |
| VOE | Sell | VANGUARD MIDCAP VALUE ETFetf | $1,805,938 | -4.2% | 13,050 | -7.1% | 0.19% | -8.2% |
| SPY | Sell | SPDR SP 500 ETF TRUSTetf | $1,796,806 | +7.7% | 4,053 | -0.5% | 0.19% | +3.3% |
| UPS | Sell | UNITED PARCEL SERVICE INC CL Bstock | $1,724,517 | -54.4% | 9,620 | -50.7% | 0.18% | -56.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $1,717,033 | -10.7% | 46,169 | -6.6% | 0.18% | -14.6% |
| CIEN | Sell | CIENA CORP COM NEWstock | $1,701,157 | -29.8% | 40,036 | -13.2% | 0.18% | -32.8% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $1,674,251 | -6.1% | 15,610 | -4.0% | 0.18% | -10.2% |
| VTEB | Sell | VANGUARD TAXEXEMPT BOND ETFetf | $1,633,997 | -49.0% | 32,536 | -48.5% | 0.17% | -51.1% |
| DOX | Sell | AMDOCS LTD SHSstock | $1,454,044 | +0.4% | 14,709 | -2.5% | 0.15% | -3.8% |
| IDXX | Sell | IDEXX LABS INC COMstock | $1,428,342 | +0.3% | 2,844 | -0.1% | 0.15% | -3.8% |
| FAST | Sell | FASTENAL CO COMstock | $1,351,166 | +2.1% | 22,905 | -6.6% | 0.14% | -2.1% |
| ABBV | Sell | ABBVIE INC COMstock | $1,307,253 | -28.8% | 9,702 | -15.8% | 0.14% | -32.0% |
| VBR | Sell | VANGUARD SMALL CAP VALUE ETFetf | $1,276,198 | -3.4% | 7,715 | -7.3% | 0.14% | -7.5% |
| SBUX | Sell | STARBUCKS CORP COMstock | $1,271,762 | -15.8% | 12,838 | -11.5% | 0.13% | -19.8% |
| BAC | Sell | BANK AMERICA CORP COMstock | $1,140,643 | -22.7% | 39,757 | -22.9% | 0.12% | -26.4% |
| ETR | Sell | ENTERGY CORP NEW COMstock | $1,076,990 | -11.6% | 11,060 | -2.2% | 0.11% | -15.6% |
| DGX | Sell | QUEST DIAGNOSTICS INC COMstock | $1,056,562 | -63.7% | 7,516 | -63.4% | 0.11% | -65.1% |
| SYK | Sell | STRYKER CORPORATION COMstock | $1,047,232 | -9.5% | 3,432 | -15.3% | 0.11% | -13.3% |
| LLY | Sell | LILLY ELI CO COMstock | $950,153 | +26.0% | 2,026 | -7.7% | 0.10% | +20.5% |
| SPEM | Sell | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $912,521 | -42.0% | 26,542 | -42.4% | 0.10% | -44.8% |
| TJX | Sell | TJX COS INC NEW COMstock | $874,812 | -19.9% | 10,317 | -25.9% | 0.09% | -24.0% |
| EFG | Sell | ISHARES MSCI EAFE GROWTH ETFetf | $854,583 | -14.0% | 8,956 | -15.6% | 0.09% | -18.2% |
| MDYG | Sell | SPDR SP 400 MID CAP GROWTH ETFetf | $847,655 | -4.0% | 11,830 | -8.3% | 0.09% | -8.2% |
| BA | Sell | BOEING CO COMstock | $803,758 | -3.3% | 3,806 | -2.7% | 0.08% | -7.6% |
| XLC | Sell | COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDetf | $755,525 | -56.5% | 11,609 | -61.3% | 0.08% | -58.3% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC COMstock | $717,430 | -13.9% | 751 | -23.4% | 0.08% | -17.4% |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $713,939 | -66.2% | 4,106 | -70.7% | 0.08% | -67.9% |
| Sell | LINDE PLC SHSstock | $713,000 | +1.4% | 1,871 | -5.4% | 0.08% | -3.8% | |
| CAT | Sell | CATERPILLAR INC COMstock | $698,424 | +3.1% | 2,838 | -4.1% | 0.07% | -1.3% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $629,640 | -11.0% | 9,328 | -11.8% | 0.07% | -14.1% |
| WEC | Sell | WEC ENERGY GROUP INC COMstock | $615,959 | -23.4% | 6,980 | -17.7% | 0.06% | -27.0% |
| IYW | Sell | ISHARES US TECHNOLOGY ETFetf | $599,329 | +14.0% | 5,505 | -2.8% | 0.06% | +8.6% |
| ORCL | Sell | ORACLE CORP COMstock | $571,881 | +6.9% | 4,802 | -16.6% | 0.06% | +1.7% |
| CDW | Sell | CDW CORP COMstock | $551,545 | -38.9% | 3,005 | -35.1% | 0.06% | -42.0% |
| PPL | Sell | PPL CORP COMstock | $550,051 | -5.8% | 20,788 | -1.1% | 0.06% | -10.8% |
| IJH | Sell | ISHARES CORE SP MIDCAP ETFetf | $552,102 | -14.2% | 2,111 | -17.9% | 0.06% | -18.3% |
| IWB | Sell | ISHARES RUSSELL 1000 ETFetf | $548,171 | -19.7% | 2,249 | -25.8% | 0.06% | -22.7% |
| IAGG | Sell | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETFetf | $524,790 | -40.0% | 10,647 | -40.4% | 0.06% | -43.3% |
| VOO | Sell | VANGUARD S P 500 ETFetf | $525,391 | +6.3% | 1,290 | -1.8% | 0.06% | 0.0% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $514,797 | -7.8% | 4,853 | -8.3% | 0.05% | -12.9% |
| VDE | Sell | VANGUARD ENERGY ETFetf | $507,440 | -8.1% | 4,495 | -7.1% | 0.05% | -11.5% |
| XLV | Sell | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $481,847 | -64.8% | 3,630 | -65.6% | 0.05% | -66.2% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $475,103 | -32.1% | 10,288 | -33.6% | 0.05% | -35.1% |
| IWP | Sell | ISHARES RUSSELL MIDCAP GROWTH ETFetf | $451,866 | -14.6% | 4,676 | -19.5% | 0.05% | -18.6% |
| VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $438,803 | -14.0% | 5,251 | -14.5% | 0.05% | -17.9% |
| PAYX | Sell | PAYCHEX INC COMstock | $422,317 | -7.0% | 3,775 | -4.8% | 0.04% | -10.0% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $428,239 | -12.7% | 4,772 | -6.1% | 0.04% | -16.7% |
| HYD | Sell | VANECK HIGH YIELD MUNI ETFetf | $425,879 | -4.6% | 8,295 | -3.8% | 0.04% | -8.2% |
| IWO | Sell | ISHARES RUSSELL 2000 GROWTH ETFetf | $415,261 | +4.0% | 1,711 | -2.8% | 0.04% | 0.0% |
| GIS | Sell | GENERAL MLS INC COMstock | $419,932 | -26.1% | 5,475 | -17.7% | 0.04% | -30.2% |
| SO | Sell | SOUTHERN CO COMstock | $409,136 | -2.1% | 5,824 | -3.0% | 0.04% | -6.5% |
| CSX | Sell | CSX CORP COMstock | $389,928 | +10.3% | 11,434 | -3.2% | 0.04% | +5.1% |
| TRV | Sell | TRAVELERS COMPANIES INC COMstock | $386,763 | -10.9% | 2,227 | -12.0% | 0.04% | -14.6% |
| VOT | Sell | VANGUARD MIDCAP GROWTH ETFetf | $380,281 | +0.5% | 1,848 | -4.8% | 0.04% | -4.8% |
| UAN | Sell | CVR PARTNERS LP COMstock | $363,060 | -41.8% | 4,500 | -35.7% | 0.04% | -44.9% |
| VO | Sell | VANGUARD MID CAP ETFetf | $363,944 | +2.6% | 1,653 | -1.7% | 0.04% | -2.6% |
| CVS | Sell | CVS HEALTH CORP COMstock | $348,740 | -39.9% | 5,044 | -35.4% | 0.04% | -42.2% |
| T | Sell | ATT INC COMstock | $337,688 | -19.7% | 21,171 | -3.1% | 0.04% | -21.7% |
| VB | Sell | VANGUARD SMALL CAP ETFetf | $335,666 | -1.0% | 1,687 | -5.6% | 0.04% | -5.4% |
| PPG | Sell | PPG INDS INC COMstock | $319,291 | -32.7% | 2,153 | -39.4% | 0.03% | -34.6% |
| MTUM | Sell | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $307,869 | +2.1% | 2,134 | -1.6% | 0.03% | 0.0% |
| XLY | Sell | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $311,749 | -42.9% | 1,835 | -49.7% | 0.03% | -45.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $310,783 | -17.8% | 1,414 | -16.8% | 0.03% | -21.4% |
| BND | Sell | VANGUARD TOTAL BOND MARKET ETFetf | $309,041 | -51.9% | 4,251 | -51.2% | 0.03% | -53.5% |
| ILMN | Sell | ILLUMINA INC COMstock | $306,421 | -86.5% | 1,634 | -83.2% | 0.03% | -87.3% |
| HAS | Sell | HASBRO INC COMstock | $301,492 | -67.9% | 4,654 | -73.4% | 0.03% | -69.2% |
| GD | Sell | GENERAL DYNAMICS CORP COMstock | $291,743 | -10.4% | 1,356 | -4.9% | 0.03% | -13.9% |
| PNC | Sell | PNC FINL SVCS GROUP INC COMstock | $271,512 | -3.8% | 2,155 | -2.9% | 0.03% | -6.5% |
| MAR | Sell | MARRIOTT INTL INC NEW CL Astock | $270,575 | +8.1% | 1,473 | -2.3% | 0.03% | +3.6% |
| SYY | Sell | SYSCO CORP COMstock | $271,794 | -13.0% | 3,663 | -9.5% | 0.03% | -17.1% |
| XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDetf | $263,719 | -36.4% | 7,823 | -39.3% | 0.03% | -39.1% |
| HYG | Sell | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf | $262,295 | -53.9% | 3,494 | -53.6% | 0.03% | -55.6% |
| Sell | GENERAL ELECTRIC CO COM NEWstock | $266,056 | +6.5% | 2,422 | -7.3% | 0.03% | 0.0% | |
| COP | Sell | CONOCOPHILLIPS COMstock | $257,137 | -14.3% | 2,481 | -18.0% | 0.03% | -18.2% |
| FISV | Sell | FISERV INC COMstock | $242,964 | -1.6% | 1,926 | -11.8% | 0.03% | -3.7% |
| BSV | Sell | VANGUARD SHORTTERM BOND ETFetf | $247,794 | -2.1% | 3,279 | -0.9% | 0.03% | -7.1% |
| WTRG | Sell | ESSENTIAL UTILS INC COMstock | $248,605 | -30.1% | 6,229 | -23.6% | 0.03% | -33.3% |
| QCOM | Sell | QUALCOMM INC COMstock | $237,159 | -22.4% | 1,992 | -16.8% | 0.02% | -26.5% |
| TXN | Sell | TEXAS INSTRS INC COMstock | $239,936 | -17.3% | 1,332 | -14.5% | 0.02% | -21.9% |
| MKC | Sell | MCCORMICK CO INC COM NON VTGstock | $232,816 | -1.1% | 2,669 | -5.7% | 0.02% | -3.8% |
| XLI | Sell | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $237,177 | -21.1% | 2,210 | -25.6% | 0.02% | -24.2% |
| MS | Sell | MORGAN STANLEY COM NEWstock | $240,203 | -20.3% | 2,812 | -18.1% | 0.02% | -24.2% |
| D | Sell | DOMINION ENERGY INC COMstock | $239,480 | -18.0% | 4,624 | -11.5% | 0.02% | -21.9% |
| VCSH | Sell | VANGUARD SHORT TERM CORPORATE BOND ETFetf | $226,544 | -21.9% | 2,994 | -21.3% | 0.02% | -25.0% |
| GILD | Sell | GILEAD SCIENCES INC COMstock | $224,239 | -9.4% | 2,909 | -2.4% | 0.02% | -11.1% |
| DHR | Sell | DANAHER CORPORATION COMstock | $213,360 | -19.1% | 889 | -15.1% | 0.02% | -20.7% |
| O | Sell | REALTY INCOME CORP COMreit | $217,217 | -18.4% | 3,633 | -13.6% | 0.02% | -20.7% |
| BK | Sell | BANK NEW YORK MELLON CORP COMstock | $205,993 | -11.7% | 4,626 | -9.9% | 0.02% | -15.4% |
| HOG | Sell | HARLEY DAVIDSON INC COMstock | $205,522 | -7.7% | 5,837 | -0.5% | 0.02% | -12.0% |
| STX | Sell | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $203,980 | -70.1% | 3,296 | -68.0% | 0.02% | -70.7% |
| FCEL | Exit | FUELCELL ENERGY INC COMstock | $0 | – | -14,946 | -100.0% | -0.01% | – |
| FULT | Exit | FULTON FINL CORP PA COMstock | $0 | – | -10,856 | -100.0% | -0.02% | – |
| SCHX | Exit | SCHWAB US LARGE CAP ETFetf | $0 | – | -4,139 | -100.0% | -0.02% | – |
| IWD | Exit | ISHARES RUSSELL 1000 VALUE ETFetf | $0 | – | -1,335 | -100.0% | -0.02% | – |
| ES | Exit | EVERSOURCE ENERGY COMstock | $0 | – | -2,612 | -100.0% | -0.02% | – |
| HUM | Exit | HUMANA INC COMstock | $0 | – | -444 | -100.0% | -0.02% | – |
| IJR | Exit | ISHARES CORE SP SMALL CAP ETFetf | $0 | – | -2,436 | -100.0% | -0.03% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC COMstock | $0 | – | -715 | -100.0% | -0.03% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC COMstock | $0 | – | -2,439 | -100.0% | -0.03% | – |
| GPN | Exit | GLOBAL PMTS INC COMstock | $0 | – | -2,278 | -100.0% | -0.03% | – |
| VWO | Exit | VANGUARD FTSE EMERGING MARKETS ETFetf | $0 | – | -6,336 | -100.0% | -0.03% | – |
| ALL | Exit | ALLSTATE CORP COMstock | $0 | – | -2,667 | -100.0% | -0.03% | – |
| XLP | Exit | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $0 | – | -8,140 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP COM | 40 | Q3 2023 | 3.9% |
| BLACKROCK INC COM | 40 | Q3 2023 | 2.8% |
| HOME DEPOT INC COM | 40 | Q3 2023 | 2.5% |
| VISA INC COM CL A | 40 | Q3 2023 | 2.7% |
| JOHNSON JOHNSON COM | 40 | Q3 2023 | 2.7% |
| DISNEY WALT CO COM DISNEY | 40 | Q3 2023 | 2.3% |
| UNION PACIFIC CORP COM | 40 | Q3 2023 | 2.2% |
| EXXON MOBIL CORP COM | 40 | Q3 2023 | 3.6% |
| JPMORGAN CHASE CO COM | 40 | Q3 2023 | 1.8% |
| INTEL CORP COM | 40 | Q3 2023 | 2.4% |
View GIRARD PARTNERS LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-02 |
View GIRARD PARTNERS LTD.'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.