$494 Million is the total value of Moreno Evelyn V's 109 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HUBB | Hubbell Inc | $4,675,000 | -11.8% | 25,440 | 0.0% | 0.95% | -10.8% | |
| IWM | iShares Russell 2000 ETF | $3,329,000 | -7.7% | 16,217 | 0.0% | 0.67% | -6.5% | |
| SPY | SPDR S&P 500 ETF | $3,256,000 | -4.9% | 7,210 | 0.0% | 0.66% | -3.8% | |
| MRK | Merck & Co Inc | $2,853,000 | +7.1% | 34,776 | 0.0% | 0.58% | +8.4% | |
| EEM | iShares MSCI Emerging Markets ETF | $1,039,000 | -7.6% | 23,020 | 0.0% | 0.21% | -6.7% | |
| APD | Air Products & Chemicals Inc | $535,000 | -17.8% | 2,140 | 0.0% | 0.11% | -16.9% | |
| ITW | Illinois Tool Works Inc | $391,000 | -15.0% | 1,865 | 0.0% | 0.08% | -14.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TRUST | 40 | Q3 2023 | 6.7% |
| APPLE INC COM | 40 | Q3 2023 | 8.5% |
| ISHARES MSCI EAFE INDEX FD | 40 | Q3 2023 | 7.8% |
| Microsoft Corporation | 40 | Q3 2023 | 6.9% |
| STRYKER CORP COM | 40 | Q3 2023 | 3.2% |
| INTEL CORP COM | 40 | Q3 2023 | 3.4% |
| JPMORGAN CHASE & CO COM | 40 | Q3 2023 | 3.0% |
| DANAHER CORP | 40 | Q3 2023 | 2.9% |
| ISHARES S&P SMALL CAP 600 INDEX FD | 40 | Q3 2023 | 2.6% |
| CVS HEALTH CORPORATION | 40 | Q3 2023 | 2.7% |
View Moreno Evelyn V'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/A | 2023-05-12 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-08 |
View Moreno Evelyn V'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.