| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 7.1% |
| ACCENTURE PLC IRELAND | 42 | Q3 2023 | 5.8% |
| UNITEDHEALTH GROUP INC COM | 42 | Q3 2023 | 5.5% |
| CVS HEALTH CORPORATION | 42 | Q3 2023 | 5.7% |
| BLACKROCK INC | 42 | Q3 2023 | 4.8% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 5.2% |
| PEPSICO INC | 42 | Q3 2023 | 4.6% |
| TJX COS INC NEW | 42 | Q3 2023 | 4.5% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 4.6% |
| COCA-COLA CO | 42 | Q3 2023 | 2.3% |
View Haverford Financial Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-10 |
View Haverford Financial Services, 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.