$256 Million is the total value of COHEN LAWRENCE B's 98 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | New | Vanguard S&P 500 ETF | $371,000 | – | 1,070 | +100.0% | 0.26% | – |
| VYM | New | Vanguard High Dividend Yield ETF | $311,000 | – | 3,060 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 43 | Q4 2023 | 17.7% |
| Microsoft Corporation | 43 | Q4 2023 | 28.7% |
| SPDR S&P 500 ETF TRUST | 43 | Q4 2023 | 11.4% |
| PEPSICO INC COM | 42 | Q3 2023 | 5.1% |
| STRYKER CORP COM | 42 | Q3 2023 | 4.3% |
| PROCTER & GAMBLE CO COM | 42 | Q3 2023 | 4.7% |
| ISHARES MSCI EAFE INDEX FD | 42 | Q3 2023 | 3.5% |
| US BANCORP COM | 42 | Q3 2023 | 3.6% |
| JPMORGAN CHASE & CO COM | 42 | Q3 2023 | 3.1% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 3.4% |
View COHEN LAWRENCE B's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR/A | 2022-11-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-09 |
View COHEN LAWRENCE B'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.