$232 Million is the total value of Sawyer & Company, Inc's 179 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 9.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $13,439,000 | +24.6% | 75,682 | -0.7% | 5.80% | +14.0% |
| MSFT | Sell | MICROSOFT CORP | $10,724,000 | +18.8% | 31,885 | -0.4% | 4.63% | +8.7% |
| GOOGL | Buy | ALPHABET INC Acap stk cl a | $7,402,000 | +9.0% | 2,555 | +0.6% | 3.19% | -0.2% |
| PAYX | Sell | PAYCHEX INC | $7,140,000 | +21.1% | 52,306 | -0.3% | 3.08% | +10.7% |
| SYY | Sell | SYSCO CORP | $7,063,000 | -0.5% | 89,917 | -0.5% | 3.05% | -8.9% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $6,129,000 | +23.1% | 24,857 | -0.2% | 2.64% | +12.6% |
| ORCL | Buy | ORACLE CORP | $6,090,000 | +0.3% | 69,829 | +0.2% | 2.63% | -8.2% |
| TJX | Sell | TJX COMPANIES INC NEW | $6,072,000 | +14.6% | 79,980 | -0.4% | 2.62% | +4.9% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $5,460,000 | +20.5% | 26,158 | +0.0% | 2.36% | +10.2% |
| V | Sell | VISA INC | $5,091,000 | -3.0% | 23,493 | -0.2% | 2.20% | -11.2% |
| UPS | Buy | UNITED PARCEL SERVICE INC | $5,039,000 | +17.8% | 23,510 | +0.1% | 2.17% | +7.8% |
| ECL | Sell | ECOLAB INC | $4,837,000 | +12.4% | 20,617 | -0.1% | 2.09% | +2.8% |
| TRV | Buy | TRAVELLERS COMPANIES INC | $4,636,000 | +3.6% | 29,634 | +0.7% | 2.00% | -5.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $4,595,000 | +6.6% | 26,859 | +0.7% | 1.98% | -2.4% |
| INTC | Sell | INTEL CORP | $4,414,000 | -3.6% | 85,705 | -0.3% | 1.90% | -11.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $3,875,000 | -4.7% | 74,570 | -0.9% | 1.67% | -12.8% |
| HON | Buy | HONEYWELL INTL INC | $3,810,000 | +0.3% | 18,273 | +2.2% | 1.64% | -8.2% |
| ABT | Sell | ABBOTT LABS | $3,652,000 | +18.6% | 25,948 | -0.4% | 1.58% | +8.5% |
| AMGN | Buy | AMGEN INC | $3,596,000 | +6.7% | 15,985 | +0.8% | 1.55% | -2.4% |
| HD | Sell | HOME DEPOT INC | $3,563,000 | +26.0% | 8,586 | -0.3% | 1.54% | +15.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $3,253,000 | -3.5% | 20,542 | -0.2% | 1.40% | -11.6% |
| ETN | Sell | EATON CORP PLC | $3,233,000 | +14.7% | 18,709 | -0.9% | 1.40% | +5.0% |
| FB | Buy | META PLATFORMS INC | $3,228,000 | -0.3% | 9,596 | +0.5% | 1.39% | -8.8% |
| SBUX | Buy | STARBUCKS CORP | $3,195,000 | +8.9% | 27,311 | +2.6% | 1.38% | -0.4% |
| ACN | Buy | ACCENTURE PLC IRELAND | $2,970,000 | +30.3% | 7,165 | +0.6% | 1.28% | +19.3% |
| DIS | Buy | DISNEY WALT CO | $2,899,000 | -5.9% | 18,714 | +2.7% | 1.25% | -14.0% |
| ABBV | Sell | ABBVIE INC | $2,830,000 | +24.9% | 20,903 | -0.5% | 1.22% | +14.2% |
| EMN | Sell | EASTMAN CHEMICAL CO | $2,795,000 | +19.5% | 23,118 | -0.4% | 1.21% | +9.3% |
| QCOM | Buy | QUALCOMM INC | $2,700,000 | +43.3% | 14,762 | +1.0% | 1.16% | +31.0% |
| ABC | Sell | AMERISOUCEBERGEN CORP | $2,696,000 | +10.7% | 20,289 | -0.5% | 1.16% | +1.3% |
| CVS | Sell | CVS CAREMARK CORP | $2,651,000 | +20.1% | 25,698 | -1.2% | 1.14% | +9.9% |
| CSCO | Buy | CISCO SYS INC | $2,648,000 | +17.8% | 41,780 | +1.2% | 1.14% | +7.8% |
| T | Sell | AT&T INC | $2,624,000 | -12.2% | 106,668 | -3.5% | 1.13% | -19.7% |
| COP | Sell | CONOCOPHILLIPS | $2,579,000 | +6.3% | 35,734 | -0.2% | 1.11% | -2.8% |
| MA | Sell | MASTERCARD INCcl a | $2,466,000 | +3.1% | 6,861 | -0.3% | 1.06% | -5.7% |
| CRM | Buy | SALESFORCE.COM INC | $2,454,000 | -4.8% | 9,655 | +1.5% | 1.06% | -12.9% |
| XOM | Sell | EXXON MOBIL CORP | $2,431,000 | +0.2% | 39,733 | -3.6% | 1.05% | -8.3% |
| MDT | Sell | MEDTRONIC PLC | $2,334,000 | -17.8% | 22,557 | -0.4% | 1.01% | -24.8% |
| EMR | Sell | EMERSON ELEC CO | $2,317,000 | -1.9% | 24,918 | -0.6% | 1.00% | -10.2% |
| AXP | Sell | AMERICAN EXPRESS CO | $2,279,000 | -3.9% | 13,931 | -1.6% | 0.98% | -12.2% |
| GL | Buy | GLOBE LIFE INC | $2,259,000 | +6.4% | 24,101 | +1.1% | 0.98% | -2.6% |
| ALL | Buy | ALLSTATE CORP | $2,239,000 | -4.0% | 19,028 | +3.8% | 0.97% | -12.2% |
| MRK | Sell | MERCK & CO INC | $1,984,000 | +1.1% | 25,891 | -0.9% | 0.86% | -7.5% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $1,960,000 | +11.3% | 6,239 | -0.3% | 0.85% | +1.8% |
| PSA | Sell | PUBLIC STORAGE | $1,903,000 | +25.9% | 5,080 | -0.2% | 0.82% | +15.1% |
| CDW | Buy | CDW CORP COM | $1,786,000 | +13.4% | 8,722 | +0.8% | 0.77% | +3.8% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $1,722,000 | +18.8% | 9,951 | -0.3% | 0.74% | +8.6% |
| PFE | Sell | PFIZER INC | $1,665,000 | +36.3% | 28,196 | -0.7% | 0.72% | +24.8% |
| GOOG | Sell | ALPHABET INC Ccap stk cl c | $1,664,000 | -2.5% | 575 | -10.2% | 0.72% | -10.8% |
| CL | Sell | COLGATE PALMOLIVE CO | $1,539,000 | +12.7% | 18,039 | -0.2% | 0.66% | +3.1% |
| XRAY | Sell | DENTSPLY SIRONA INC | $1,533,000 | -4.2% | 27,479 | -0.4% | 0.66% | -12.3% |
| CPT | Sell | CAMDEN PPTY TRsh ben int | $1,532,000 | +18.3% | 8,574 | -2.3% | 0.66% | +8.2% |
| GPC | Sell | GENUINE PARTS CO | $1,514,000 | +12.5% | 10,800 | -2.7% | 0.65% | +2.8% |
| G | Buy | GENPACT LIMITED | $1,475,000 | +14.7% | 27,795 | +2.7% | 0.64% | +4.9% |
| CI | Sell | CIGNA CORP NEW | $1,440,000 | +14.5% | 6,269 | -0.3% | 0.62% | +4.7% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,438,000 | -10.7% | 28,570 | -0.8% | 0.62% | -18.3% |
| WFC | Sell | WELLS FARGO CO NEW | $1,383,000 | -5.2% | 28,825 | -8.3% | 0.60% | -13.2% |
| AFL | Sell | AFLAC INC | $1,335,000 | +7.5% | 22,864 | -4.1% | 0.58% | -1.7% |
| CVX | Sell | CHEVRON CORP NEW | $1,335,000 | +12.0% | 11,373 | -3.2% | 0.58% | +2.5% |
| DUK | DUKE ENERGY CORP NEW | $1,237,000 | +7.5% | 11,790 | 0.0% | 0.53% | -1.7% | |
| FDX | Buy | FEDEX CORP | $1,229,000 | +30.9% | 4,750 | +11.0% | 0.53% | +19.6% |
| RSG | REPUBLIC SVCS INC | $1,174,000 | +16.1% | 8,421 | 0.0% | 0.51% | +6.3% | |
| KMB | KIMBERLY CLARK CORP | $1,088,000 | +7.9% | 7,610 | 0.0% | 0.47% | -1.1% | |
| FAST | Sell | FASTENAL CO | $1,067,000 | +23.2% | 16,661 | -0.7% | 0.46% | +12.7% |
| BFB | BROWN FORMAN CORPcl b | $1,033,000 | +8.7% | 14,183 | 0.0% | 0.45% | -0.4% | |
| LOW | LOWES COS INC | $967,000 | +27.4% | 3,740 | 0.0% | 0.42% | +16.5% | |
| MMM | Sell | 3M CO | $941,000 | -1.5% | 5,295 | -2.8% | 0.41% | -9.8% |
| GWW | Sell | GRAINGER W W INC | $918,000 | +30.4% | 1,771 | -1.1% | 0.40% | +19.3% |
| WPC | Sell | W P CAREY INC | $894,000 | +7.7% | 10,895 | -4.2% | 0.39% | -1.3% |
| DOW | Sell | DOW INC | $862,000 | -1.7% | 15,194 | -0.3% | 0.37% | -10.1% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRANC | $829,000 | +30.6% | 5,505 | +16.0% | 0.36% | +19.3% |
| IBM | INTERNATIONAL BUSINESS MACHS | $827,000 | -3.7% | 6,184 | 0.0% | 0.36% | -11.9% | |
| VOO | Sell | VANGUARD INDEX FDS | $770,000 | +1.9% | 1,763 | -8.0% | 0.33% | -7.0% |
| BAC | Buy | BANK AMER CORP | $695,000 | +8.4% | 15,622 | +3.5% | 0.30% | -0.7% |
| IP | INTL PAPER CO | $632,000 | -16.0% | 13,444 | 0.0% | 0.27% | -23.1% | |
| DFAS | DIMENSIONAL ETF TRus small ca p etf | $598,000 | +4.4% | 9,970 | 0.0% | 0.26% | -4.4% | |
| DD | Sell | DUPONT DE NEMOURS INC | $580,000 | +16.0% | 7,184 | -2.3% | 0.25% | +5.9% |
| TSLA | Buy | TESLA MOTORS INC | $544,000 | +38.8% | 515 | +2.0% | 0.24% | +27.0% |
| WM | WASTE MGMT INC DEL | $518,000 | +11.6% | 3,105 | 0.0% | 0.22% | +2.3% | |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $478,000 | -10.7% | 41,000 | 0.0% | 0.21% | -18.3% | |
| COST | COSTCO WHSL CORP NEW | $477,000 | +26.5% | 840 | 0.0% | 0.21% | +15.7% | |
| TTE | Sell | TOTAL ENERGIES SE AMERICAN DEPsponsored ads | $474,000 | -6.0% | 9,582 | -8.8% | 0.20% | -13.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stock mkt | $461,000 | -6.5% | 1,909 | -14.0% | 0.20% | -14.6% |
| D | Sell | DOMINION ENERGY INC | $435,000 | +7.1% | 5,537 | -0.4% | 0.19% | -1.6% |
| SO | Sell | SOUTHERN CO | $429,000 | +10.3% | 6,252 | -0.4% | 0.18% | +1.1% |
| CAH | Sell | CARDINAL HEALTH INC | $348,000 | -5.7% | 6,768 | -9.4% | 0.15% | -13.8% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $336,000 | -11.8% | 7,734 | -9.4% | 0.14% | -19.4% |
| SLB | Sell | SCHLUMBERGER LTD | $334,000 | -2.9% | 11,163 | -3.9% | 0.14% | -11.1% |
| SU | Sell | SUNCOR ENERGY INC NEW | $323,000 | +7.0% | 12,911 | -11.4% | 0.14% | -2.1% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $300,000 | +6.4% | 5,759 | -3.8% | 0.13% | -3.0% |
| IMO | Sell | IMPERIAL OIL LTD | $295,000 | +13.9% | 8,164 | -0.5% | 0.13% | +4.1% |
| K | KELLOGG CO | $294,000 | +0.7% | 4,561 | 0.0% | 0.13% | -8.0% | |
| MCK | MCKESSON CORP | $284,000 | +24.6% | 1,142 | 0.0% | 0.12% | +13.9% | |
| WMT | Sell | WALMART INC | $274,000 | +3.0% | 1,894 | -0.6% | 0.12% | -5.6% |
| OXY | OCCIDENTAL PETE CORP | $270,000 | -1.8% | 9,309 | 0.0% | 0.12% | -10.0% | |
| PEP | PEPSICO INC | $238,000 | +15.5% | 1,372 | 0.0% | 0.10% | +6.2% | |
| ED | CONSOLIDATED EDISON INC | $230,000 | +17.9% | 2,692 | 0.0% | 0.10% | +7.6% | |
| SYK | STRYKER CORP | $215,000 | +1.4% | 805 | 0.0% | 0.09% | -7.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $215,000 | +13.8% | 3,244 | 0.0% | 0.09% | +4.5% | |
| AMZN | AMAZON COM INC | $213,000 | +1.4% | 64 | 0.0% | 0.09% | -7.1% | |
| TEAM | ATLASSIAN CORP PLCcl a | $202,000 | -2.4% | 530 | 0.0% | 0.09% | -11.2% | |
| NEE | NEXTERA ENERGY INC | $191,000 | +19.4% | 2,042 | 0.0% | 0.08% | +9.3% | |
| PG | PROCTER & GAMBLE CO | $185,000 | +17.1% | 1,130 | 0.0% | 0.08% | +6.7% | |
| IVW | ISHARES TRs&p 500 grwt etf | $181,000 | +13.1% | 2,161 | 0.0% | 0.08% | +4.0% | |
| GIS | GENERAL MLS INC | $180,000 | +12.5% | 2,670 | 0.0% | 0.08% | +4.0% | |
| BCE | BCE INC | $176,000 | +3.5% | 3,389 | 0.0% | 0.08% | -5.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $176,000 | +12.8% | 2,600 | 0.0% | 0.08% | +2.7% | |
| BK | BANK NEW YORK MELLON CORP | $177,000 | +12.0% | 3,053 | 0.0% | 0.08% | +1.3% | |
| BIP | BROOKFIELD INFRASTRUCTURE PARTlp int unit | $152,000 | +8.6% | 2,500 | 0.0% | 0.07% | 0.0% | |
| WY | WEYERHAEUSER CO | $148,000 | +15.6% | 3,588 | 0.0% | 0.06% | +6.7% | |
| PYPL | Buy | PAYPAL HOLDINGS INC | $135,000 | +297.1% | 715 | +450.0% | 0.06% | +262.5% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L | $125,000 | +1.6% | 5,700 | 0.0% | 0.05% | -6.9% | |
| VMW | New | VMWARE INC | $112,000 | – | 970 | +100.0% | 0.05% | – |
| IYW | ISHARES TRus technology | $105,000 | +12.9% | 916 | 0.0% | 0.04% | +2.3% | |
| BDX | BECTON DICKINSON & CO | $104,000 | +2.0% | 415 | 0.0% | 0.04% | -6.2% | |
| EBAY | Buy | EBAY INC | $101,000 | +180.6% | 1,525 | +199.0% | 0.04% | +158.8% |
| IWM | ISHARES TRrussell 2000 etf | $100,000 | +1.0% | 451 | 0.0% | 0.04% | -8.5% | |
| IRM | IRON MTN INC NEW | $99,000 | +19.3% | 1,900 | 0.0% | 0.04% | +10.3% | |
| ES | EVERSOURCE ENERGY | $94,000 | +11.9% | 1,030 | 0.0% | 0.04% | +2.5% | |
| BAX | BAXTER INTL INC | $93,000 | +6.9% | 1,085 | 0.0% | 0.04% | -2.4% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INCcl a | $92,000 | -29.8% | 500 | 0.0% | 0.04% | -35.5% | |
| CB | CHUBB LIMITED | $93,000 | +12.0% | 479 | 0.0% | 0.04% | +2.6% | |
| MAGELLAN MIDSTREAM PRTNRS LP | $84,000 | +2.4% | 1,800 | 0.0% | 0.04% | -7.7% | ||
| SJM | SMUCKER J M CO | $81,000 | +12.5% | 598 | 0.0% | 0.04% | +2.9% | |
| MO | ALTRIA GROUP INC | $78,000 | +4.0% | 1,650 | 0.0% | 0.03% | -2.9% | |
| ADI | Sell | ANALOG DEVICES INC | $73,000 | +1.4% | 416 | -3.3% | 0.03% | -5.9% |
| AB | ALLIANCEBERNSTEIN HOLDING LPunit ltd partn | $69,000 | -1.4% | 1,410 | 0.0% | 0.03% | -9.1% | |
| PAVE | GRACO INC | $58,000 | +16.0% | 720 | 0.0% | 0.02% | +4.2% | |
| MET | METLIFE INC | $55,000 | +1.9% | 874 | 0.0% | 0.02% | -4.0% | |
| APD | AIR PRODS & CHEMS INC | $55,000 | +19.6% | 180 | 0.0% | 0.02% | +9.1% | |
| DHR | DANAHER CORP | $49,000 | +6.5% | 150 | 0.0% | 0.02% | -4.5% | |
| BHB | BAR HBR BANKSHARES | $48,000 | +4.3% | 1,650 | 0.0% | 0.02% | -4.5% | |
| RTX | RAYTHEON TECH CORP COM | $47,000 | 0.0% | 545 | 0.0% | 0.02% | -9.1% | |
| KO | COCA COLA CO | $44,000 | +12.8% | 749 | 0.0% | 0.02% | +5.6% | |
| STWD | STARWOOD PPTY TR INC | $44,000 | 0.0% | 1,800 | 0.0% | 0.02% | -9.5% | |
| AVB | AVALONBAY CMNTYS INC | $40,000 | +14.3% | 158 | 0.0% | 0.02% | 0.0% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $36,000 | -2.7% | 734 | 0.0% | 0.02% | -5.9% | |
| HPQ | HP INC | $38,000 | +40.7% | 1,000 | 0.0% | 0.02% | +23.1% | |
| IYR | ISHARES TRu.s. real estate etf | $38,000 | +11.8% | 330 | 0.0% | 0.02% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $29,000 | +3.6% | 400 | 0.0% | 0.01% | 0.0% | |
| BXMT | BLACKSTONE MTG TR INC | $31,000 | +3.3% | 1,000 | 0.0% | 0.01% | -7.1% | |
| BP | BP PLCsponsored adr | $29,000 | -3.3% | 1,104 | 0.0% | 0.01% | -7.1% | |
| NFLX | NETFLIX INC | $30,000 | 0.0% | 49 | 0.0% | 0.01% | -7.1% | |
| PM | PHILIP MORRIS INTL INC | $29,000 | +3.6% | 300 | 0.0% | 0.01% | 0.0% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $27,000 | +17.4% | 58 | 0.0% | 0.01% | +9.1% | |
| BMY | BRISTOL MYERS SQUIBB CO | $25,000 | +4.2% | 400 | 0.0% | 0.01% | 0.0% | |
| TSM | TAIWAN SEMICONDUCTOR MFG CO LTsponsored adr | $24,000 | +9.1% | 200 | 0.0% | 0.01% | 0.0% | |
| MFC | MANULIFE FINL CORP | $23,000 | 0.0% | 1,206 | 0.0% | 0.01% | -9.1% | |
| HRL | HORMEL FOODS CORP | $20,000 | +25.0% | 400 | 0.0% | 0.01% | +12.5% | |
| OXYWS | WTS OCCIDENTAL PETROLEUM CORPO*w exp 08/03/202 | $21,000 | +5.0% | 1,692 | 0.0% | 0.01% | 0.0% | |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $21,000 | +5.0% | 98 | 0.0% | 0.01% | 0.0% | |
| CHD | CHURCH & DWIGHT | $21,000 | +23.5% | 200 | 0.0% | 0.01% | +12.5% | |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP | $19,000 | +11.8% | 277 | 0.0% | 0.01% | 0.0% | |
| NVDA | NVIDIA CORPORATION | $18,000 | +38.5% | 62 | 0.0% | 0.01% | +33.3% | |
| GTY | GETTY RLTY CORP NEW | $16,000 | +6.7% | 506 | 0.0% | 0.01% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $16,000 | +14.3% | 1,000 | 0.0% | 0.01% | 0.0% | |
| LTHM | LIVENT CORPORATION | $14,000 | +7.7% | 575 | 0.0% | 0.01% | 0.0% | |
| FSK | FS KKR CAPITAL CORP | $13,000 | -7.1% | 642 | 0.0% | 0.01% | -14.3% | |
| VTV | VANGUARD INDEX FDSvalue etf | $15,000 | +7.1% | 100 | 0.0% | 0.01% | -14.3% | |
| TSN | TYSON FOODS INCcl a | $11,000 | +10.0% | 125 | 0.0% | 0.01% | 0.0% | |
| ET | ENERGY TRANSFER LP | $12,000 | -14.3% | 1,500 | 0.0% | 0.01% | -28.6% | |
| ALB | ALBEMARLE CORP | $9,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| BRKB | BERKSHIRE HATHAWAY INCcl b | $9,000 | +12.5% | 30 | 0.0% | 0.00% | 0.0% | |
| PCRFY | PANASONIC CORPadr sponsored | $8,000 | -20.0% | 770 | 0.0% | 0.00% | -40.0% | |
| CYCN | CYCLERION THERAPEUTICS INC | $7,000 | -46.2% | 4,100 | 0.0% | 0.00% | -50.0% | |
| QS | QUANTUMSCAPE CORP | $6,000 | -14.3% | 265 | 0.0% | 0.00% | 0.0% | |
| SHY | ISHARES TR1 3 yr treas bd | $6,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| CHWY | CHEWY INC COM CL A | $5,000 | -16.7% | 90 | 0.0% | 0.00% | -33.3% | |
| ROST | ROSS STORES INC | $5,000 | +25.0% | 41 | 0.0% | 0.00% | 0.0% | |
| CRWD | New | CROWDSTRIKE HOLDINGS INC | $4,000 | – | 18 | +100.0% | 0.00% | – |
| SNA | SNAP ON INC | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| GERN | GERON CORP | $2,000 | 0.0% | 1,307 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| NAD | NUVEEN QUALITY MUNCP INCOME | $2,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% | |
| OGN | Exit | ORGANON & CO COMMON STOCK | $0 | – | -40 | -100.0% | 0.00% | – |
| GM | GENERAL MTRS CO | $0 | – | 6 | 0.0% | 0.00% | – | |
| New | KYNDRYL HOLDINGS INC | $1,000 | – | 30 | +100.0% | 0.00% | – | |
| BABA | ALIBABA GROUP HOLDING LTDadr sponsored | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| DKNG | DRAFTKINGS INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | 89 | +100.0% | 0.00% | – |
| WPP | Exit | WPP PLC NEWadr | $0 | – | -22 | -100.0% | 0.00% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -132 | -100.0% | -0.00% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -39 | -100.0% | -0.00% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -125 | -100.0% | -0.00% | – |
| BAM | Exit | BROOKFIELD ASSET MANAGEMENT INclass a ltd vtg | $0 | – | -109 | -100.0% | -0.00% | – |
| OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -150 | -100.0% | -0.01% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION COM | $0 | – | -300 | -100.0% | -0.01% | – |
| MCI | Exit | BARINGS CORPORATE INVS | $0 | – | -1,000 | -100.0% | -0.01% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -233 | -100.0% | -0.01% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -237 | -100.0% | -0.01% | – |
| COR | Exit | CORESITE RLTY CORP | $0 | – | -400 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SYSCO CORP | 24 | Q3 2023 | 4.9% |
| TJX COS INC NEW | 24 | Q3 2023 | 3.5% |
| PAYCHEX INC | 24 | Q3 2023 | 3.2% |
| AUTOMATIC DATA PROCESSING INC | 24 | Q3 2023 | 2.9% |
| JOHNSON & JOHNSON CO | 24 | Q3 2023 | 2.8% |
| ORACLE CORP | 24 | Q3 2023 | 3.8% |
| ALPHABET INC, CLASS A | 24 | Q3 2023 | 3.8% |
| UNITED PARCEL SVC IN CL B | 24 | Q3 2023 | 2.4% |
| AT&T INC | 24 | Q3 2023 | 3.2% |
| VISA INCORPORATED | 24 | Q3 2023 | 2.9% |
View Sawyer & Company, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-14 |
View Sawyer & Company, 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.