$73 Million is the total value of Drexel Morgan & Co.'s 126 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC. | $1,796,000 | -7.7% | 3,766 | -23.2% | 2.46% | -23.7% |
| MRK | Sell | MERCK & CO INC NEW COM | $341,000 | -12.1% | 7,175 | -14.1% | 0.47% | -27.4% |
| SPLV | Sell | POWERSHARES ETF TRUST IIs&p500 low vol | $191,000 | -76.8% | 6,126 | -76.9% | 0.26% | -80.8% |
| BHP | Exit | BHP BILLITON LTDsponsored adr | $0 | – | -675 | -100.0% | -0.06% | – |
| DWM | Exit | WISDOMTREE TRUSTdefa fd | $0 | – | -9,445 | -100.0% | -0.72% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -36,980 | -100.0% | -2.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AT&T INC | 42 | Q3 2023 | 30.5% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 11.2% |
| COCA-COLA CO | 42 | Q3 2023 | 8.2% |
| INTL BUSINESS MACHS | 42 | Q3 2023 | 9.9% |
| SPDR TR UNIT SER 1 | 42 | Q3 2023 | 8.9% |
| APPLE INC. | 42 | Q3 2023 | 3.7% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.0% |
| SCHLUMBERGER LTD | 42 | Q3 2023 | 5.4% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 2.5% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 2.9% |
View Drexel Morgan & Co.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-14 |
View Drexel Morgan & Co.'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.