$198 Million is the total value of Beech Hill Advisors, Inc.'s 87 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $1,869,263 | -9.2% | 9,752 | 0.0% | 0.94% | -5.8% | |
| FCX | FREEPORT-MCMORAN INCcl b | $1,763,817 | -6.8% | 47,300 | 0.0% | 0.89% | -3.4% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $1,672,683 | +2.7% | 4,775 | 0.0% | 0.84% | +6.6% | |
| CAT | CATERPILLAR INC | $1,214,850 | +11.0% | 4,450 | 0.0% | 0.61% | +15.2% | |
| ABT | ABBOTT LABS | $1,104,090 | -11.2% | 11,400 | 0.0% | 0.56% | -7.8% | |
| CB | CHUBB LIMITED | $751,530 | +8.1% | 3,610 | 0.0% | 0.38% | +12.1% | |
| GS | GOLDMAN SACHS GROUP INC | $614,783 | +0.3% | 1,900 | 0.0% | 0.31% | +4.0% | |
| GM | GENERAL MTRS CO | $588,515 | -14.5% | 17,850 | 0.0% | 0.30% | -11.3% | |
| AMGN | AMGEN INC | $577,834 | +21.1% | 2,150 | 0.0% | 0.29% | +25.4% | |
| LINDE PLC | $560,387 | -2.3% | 1,505 | 0.0% | 0.28% | +1.4% | ||
| WYNN | WYNN RESORTS LTD | $549,840 | -12.5% | 5,950 | 0.0% | 0.28% | -9.2% | |
| COST | COSTCO WHSL CORP NEW | $483,041 | +4.9% | 855 | 0.0% | 0.24% | +8.9% | |
| ORCL | ORACLE CORP | $370,720 | -11.1% | 3,500 | 0.0% | 0.19% | -7.9% | |
| D | DOMINION ENERGY INC | $353,250 | -13.7% | 7,908 | 0.0% | 0.18% | -10.6% | |
| IWF | ISHARES TRrus 1000 grw etf | $339,403 | -3.3% | 1,276 | 0.0% | 0.17% | 0.0% | |
| CSX | CSX CORP | $336,190 | -9.8% | 10,933 | 0.0% | 0.17% | -6.1% | |
| TGT | TARGET CORP | $321,316 | -16.2% | 2,906 | 0.0% | 0.16% | -12.9% | |
| NSC | NORFOLK SOUTHN CORP | $315,876 | -13.2% | 1,604 | 0.0% | 0.16% | -10.2% | |
| ZTS | ZOETIS INCcl a | $272,105 | +1.0% | 1,564 | 0.0% | 0.14% | +4.6% | |
| WELL | WELLTOWER INC | $266,240 | +1.3% | 3,250 | 0.0% | 0.13% | +4.7% | |
| TSLA | TESLA INC | $223,947 | -4.4% | 895 | 0.0% | 0.11% | -0.9% | |
| ALB | ALBEMARLE CORP | $221,052 | -23.8% | 1,300 | 0.0% | 0.11% | -21.3% | |
| IWD | ISHARES TRrus 1000 val etf | $213,155 | -3.8% | 1,404 | 0.0% | 0.11% | -0.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 7.2% |
| META PLATFORMS INC | 42 | Q3 2023 | 5.9% |
| MERCK & CO INC NEW | 42 | Q3 2023 | 4.4% |
| PFIZER INC | 42 | Q3 2023 | 3.9% |
| ABBVIE INC | 42 | Q3 2023 | 3.9% |
| BRISTOL-MYERS SQUIBB CO | 42 | Q3 2023 | 4.6% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 3.8% |
| BOEING CO | 42 | Q3 2023 | 3.4% |
| HOME DEPOT INC | 42 | Q3 2023 | 2.4% |
| FREEPORT-MCMORAN INC | 42 | Q3 2023 | 1.0% |
View Beech Hill Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-19 |
View Beech Hill Advisors, 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.