$219 Thousand is the total value of Sawyer & Company, Inc's 170 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 9.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | New | APPLE INC | $11,747 | – | 60,599 | +100.0% | 5.37% | – |
| MSFT | New | MICROSOFT CORP | $9,636 | – | 28,296 | +100.0% | 4.40% | – |
| ORCL | Sell | ORACLE CORP | $8,304 | +24.2% | 69,730 | -2.2% | 3.80% | +5.4% |
| GOOGL | Buy | ALPHABET INC Acap stk cl a | $7,415 | +38.8% | 61,944 | +23.4% | 3.39% | +17.9% |
| TJX | Sell | TJX COMPANIES INC NEW | $6,046 | +7.2% | 71,301 | -0.9% | 2.76% | -9.0% |
| SYY | Sell | SYSCO CORP | $5,551 | -7.6% | 74,809 | -3.3% | 2.54% | -21.6% |
| V | Sell | VISA INC A | $5,547 | +4.2% | 23,357 | -0.7% | 2.54% | -11.5% |
| PAYX | Sell | PAYCHEX INC | $4,977 | -0.3% | 44,491 | -2.6% | 2.28% | -15.4% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC | $4,821 | +3.0% | 21,936 | +0.4% | 2.20% | -12.5% |
| TRV | Sell | TRAVELLERS COMPANIES INC | $4,624 | -1.2% | 26,625 | -1.8% | 2.11% | -16.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $4,551 | +9.7% | 14,749 | +0.1% | 2.08% | -6.9% |
| CRM | Buy | SALESFORCE.COM INC | $4,335 | +10.4% | 20,520 | +0.1% | 1.98% | -6.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $4,289 | +1.8% | 25,912 | +1.1% | 1.96% | -13.5% |
| UPS | Buy | UNITED PARCEL SERVICE INC | $4,278 | -4.6% | 23,864 | +1.2% | 1.96% | -19.0% |
| CDW | Buy | CDW CORP | $4,114 | -2.4% | 22,420 | +0.6% | 1.88% | -17.1% |
| HON | Buy | HONEYWELL INTL INC | $4,110 | +9.3% | 19,809 | +1.0% | 1.88% | -7.2% |
| XOM | Buy | EXXON MOBIL CORP | $3,875 | -6.2% | 36,126 | +0.1% | 1.77% | -20.4% |
| AMGN | Buy | AMGEN INC | $3,521 | -10.7% | 15,861 | +0.9% | 1.61% | -24.2% |
| NVDA | Buy | NVIDIA CORPORATION | $3,414 | +53.6% | 8,071 | +0.1% | 1.56% | +30.4% |
| ECL | Sell | ECOLAB INC | $3,134 | +11.4% | 16,786 | -1.0% | 1.43% | -5.4% |
| LLY | Buy | ELI LILLY & CO | $3,135 | +28.0% | 6,685 | +0.2% | 1.43% | +8.6% |
| COP | Sell | CONOCOPHILLIPS | $3,133 | -2.4% | 30,234 | -0.2% | 1.43% | -17.1% |
| ETN | Sell | EATON CORP PLC | $3,062 | +982.0% | 15,225 | -15.1% | 1.40% | +821.1% |
| SBUX | Sell | STARBUCKS CORP | $2,959 | -5.5% | 29,874 | -0.0% | 1.35% | -19.7% |
| ABC | Sell | AMERISOUCEBERGEN CORP | $2,877 | +14.9% | 14,951 | -0.7% | 1.32% | -2.5% |
| ABT | ABBOTT LABS | $2,860 | +5.1% | 26,237 | 0.0% | 1.31% | -10.8% | |
| JPM | Sell | JPMORGAN CHASE & CO | $2,831 | +13.4% | 19,462 | -0.3% | 1.29% | -3.7% |
| CCI | Sell | CROWN CASTLE INC | $2,743 | -15.0% | 24,078 | -0.0% | 1.25% | -27.8% |
| GL | GLOBE LIFE INC | $2,711 | +1.4% | 24,729 | 0.0% | 1.24% | -14.0% | |
| MA | Sell | MASTERCARD INC Acl a | $2,661 | +9.0% | 6,767 | -0.2% | 1.22% | -7.5% |
| NKE | Sell | NIKE INCcl b | $2,644 | -9.5% | 23,955 | -0.1% | 1.21% | -23.2% |
| FB | Sell | META PLATFORMS INCclass a | $2,614 | +33.6% | 9,107 | -0.1% | 1.20% | +13.4% |
| HD | Buy | HOME DEPOT INC | $2,596 | +8.1% | 8,358 | +1.4% | 1.19% | -8.2% |
| FICO | Buy | FAIR ISAAC CORP | $2,467 | +19.4% | 3,049 | +0.3% | 1.13% | +1.4% |
| ABBV | ABBVIE INC | $2,463 | -16.5% | 18,284 | 0.0% | 1.13% | -29.1% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,385 | -5.9% | 64,135 | -0.4% | 1.09% | -20.1% |
| MRK | Sell | MERCK & CO INC | $2,348 | -5.3% | 20,346 | -7.6% | 1.07% | -19.6% |
| AXP | Sell | AMERICAN EXPRESS CO | $2,346 | +7.9% | 13,470 | -0.1% | 1.07% | -8.4% |
| CSCO | Buy | CISCO SYS INC | $2,314 | +2.7% | 44,715 | +1.8% | 1.06% | -12.9% |
| AMZN | Buy | AMAZON COM INC | $2,298 | +2884.4% | 17,629 | +2235.0% | 1.05% | +2461.0% |
| EMR | Sell | EMERSON ELEC CO | $2,237 | +6.7% | 24,743 | -0.4% | 1.02% | -9.4% |
| ALL | ALLSTATE CORP | $2,214 | -6.1% | 20,308 | 0.0% | 1.01% | -20.3% | |
| MDT | MEDTRONIC PLC | $1,970 | +9.8% | 22,363 | 0.0% | 0.90% | -6.7% | |
| EMN | Sell | EASTMAN CHEMICAL CO | $1,849 | +2.0% | 22,080 | -0.2% | 0.84% | -13.4% |
| DIS | Buy | DISNEY WALT CO | $1,791 | -9.9% | 20,058 | +1.8% | 0.82% | -23.5% |
| QCOM | Sell | QUALCOMM INC | $1,776 | -5.1% | 14,922 | -0.9% | 0.81% | -19.4% |
| VOO | Buy | VANGUARD INDEX FDS | $1,688 | +60.0% | 4,144 | +47.8% | 0.77% | +35.9% |
| CVX | Buy | CHEVRON CORP NEW | $1,664 | -4.6% | 10,574 | +2.0% | 0.76% | -19.0% |
| CVS | CVS CAREMARK CORP | $1,591 | -9.1% | 23,010 | 0.0% | 0.73% | -22.8% | |
| GPC | GENUINE PARTS CO | $1,562 | +2.7% | 9,230 | 0.0% | 0.71% | -12.8% | |
| FISV | Buy | FISERV INC | $1,519 | +11.8% | 12,042 | +0.8% | 0.69% | -5.2% |
| AFL | AFLAC INC | $1,515 | +7.4% | 21,712 | 0.0% | 0.69% | -8.8% | |
| T | Sell | AT&T INC | $1,445 | -21.8% | 90,610 | -4.1% | 0.66% | -33.6% |
| PSA | PUBLIC STORAGE | $1,427 | -6.3% | 4,890 | 0.0% | 0.65% | -20.5% | |
| LH | Sell | LABORATORY CORP AMER HLDGS | $1,407 | +2.0% | 5,832 | -1.9% | 0.64% | -13.5% |
| DGX | QUEST DIAGNOSTICS INC | $1,377 | -1.9% | 9,793 | 0.0% | 0.63% | -16.8% | |
| FDX | FEDEX CORP | $1,296 | +7.0% | 5,228 | 0.0% | 0.59% | -9.2% | |
| G | Buy | GENPACT LIMITED | $1,292 | -14.6% | 34,401 | +2.1% | 0.59% | -27.4% |
| GOOG | Sell | ALPHABET INC Ccap stk cl c | $1,269 | +12.8% | 10,490 | -0.3% | 0.58% | -4.3% |
| RSG | REPUBLIC SVCS INC | $1,228 | +13.5% | 8,015 | 0.0% | 0.56% | -3.8% | |
| CL | Sell | COLGATE PALMOLIVE CO | $1,197 | +0.6% | 15,536 | -1.9% | 0.55% | -14.7% |
| CMCSA | COMCAST CORP NEWcl a | $1,187 | +8.7% | 28,570 | 0.0% | 0.54% | -7.7% | |
| DUK | DUKE ENERGY CORP NEW | $1,068 | -9.5% | 11,901 | 0.0% | 0.49% | -23.1% | |
| WFC | Sell | WELLS FARGO CO NEW | $1,018 | +9.9% | 23,855 | -0.5% | 0.46% | -6.8% |
| KMB | Sell | KIMBERLY CLARK CORP | $965 | -2.0% | 6,992 | -3.7% | 0.44% | -16.8% |
| BFB | Sell | BROWN FORMAN CORPcl b | $939 | +6.0% | 14,059 | -0.5% | 0.43% | -10.1% |
| CI | CIGNA CORP NEW | $923 | +6.6% | 3,290 | 0.0% | 0.42% | -9.4% | |
| DOW | Buy | DOW INC | $870 | +2.6% | 16,334 | +7.5% | 0.40% | -12.9% |
| LOW | Buy | LOWES COS INC | $848 | +16.0% | 3,757 | +2.7% | 0.39% | -1.5% |
| PFE | PFIZER INC | $828 | -12.2% | 22,587 | 0.0% | 0.38% | -25.6% | |
| CPT | CAMDEN PPTY TRsh ben int | $819 | +3.9% | 7,523 | 0.0% | 0.37% | -11.8% | |
| FAST | Sell | FASTENAL CO | $711 | -11.6% | 12,055 | -21.8% | 0.32% | -24.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $712 | 0.0% | 5,319 | -2.2% | 0.32% | -15.1% |
| GWW | Sell | GRAINGER W W INC | $629 | -1.3% | 798 | -18.4% | 0.29% | -16.0% |
| IFF | Sell | INTERNATIONAL FLAVORS&FRAGRANC | $592 | -14.2% | 7,442 | -0.7% | 0.27% | -27.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stock mkt | $591 | +18.2% | 2,683 | +9.3% | 0.27% | +0.4% |
| WPC | Sell | W P CAREY INC | $546 | -31.7% | 8,085 | -24.5% | 0.25% | -41.9% |
| WM | Sell | WASTE MGMT INC DEL | $496 | +2.5% | 2,860 | -4.0% | 0.23% | -13.0% |
| DD | DUPONT DE NEMOURS INC | $491 | +2.3% | 6,871 | 0.0% | 0.22% | -13.2% | |
| MMM | Sell | 3M CO | $487 | -3.8% | 4,862 | -1.2% | 0.22% | -18.0% |
| COST | COSTCO WHSL CORP NEW | $452 | +8.9% | 840 | 0.0% | 0.21% | -7.2% | |
| SLB | SCHLUMBERGER LTD | $449 | -1.8% | 9,142 | 0.0% | 0.20% | -16.7% | |
| IP | Sell | INTL PAPER CO | $411 | -13.3% | 12,918 | -2.2% | 0.19% | -26.3% |
| TSLA | TESLA MOTORS INC | $404 | +41.8% | 1,545 | 0.0% | 0.18% | +20.9% | |
| BAC | BANK AMER CORP | $404 | +2.5% | 14,087 | 0.0% | 0.18% | -12.7% | |
| TTE | TOTAL ENERGIES SEsponsored ads | $383 | -9.0% | 6,644 | 0.0% | 0.18% | -22.9% | |
| MCK | Sell | MCKESSON CORP | $332 | +7.1% | 777 | -7.2% | 0.15% | -9.0% |
| SHELL PLCadr sponsored | $324 | -0.6% | 5,366 | 0.0% | 0.15% | -15.9% | ||
| OXY | OCCIDENTAL PETE CORP | $317 | -8.1% | 5,388 | 0.0% | 0.14% | -22.0% | |
| DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $313 | -37.9% | 5,710 | -41.1% | 0.14% | -47.2% |
| SU | SUNCOR ENERGY INC NEW | $279 | -7.9% | 9,517 | 0.0% | 0.13% | -21.5% | |
| SO | SOUTHERN CO | $258 | -2.3% | 3,668 | 0.0% | 0.12% | -16.9% | |
| WMT | Sell | WALMART INC | $250 | -0.8% | 1,592 | -4.8% | 0.11% | -16.2% |
| SYK | STRYKER CORP | $246 | +6.0% | 805 | 0.0% | 0.11% | -10.4% | |
| PEP | PEPSICO INC | $238 | +0.8% | 1,287 | 0.0% | 0.11% | -14.2% | |
| NEE | NEXTERA ENERGY INC | $225 | -5.1% | 3,027 | 0.0% | 0.10% | -19.5% | |
| IMO | IMPERIAL OIL LTD | $221 | -5.2% | 4,322 | 0.0% | 0.10% | -19.2% | |
| CB | Buy | CHUBB LIMITED | $221 | +106.5% | 1,147 | +110.5% | 0.10% | +74.1% |
| MDLZ | MONDELEZ INTL INCcl a | $205 | +3.0% | 2,816 | 0.0% | 0.09% | -12.1% | |
| PG | PROCTER & GAMBLE CO | $171 | 0.0% | 1,130 | 0.0% | 0.08% | -15.2% | |
| EPD | ENTERPRISE PRODUCTS PARTNERS L | $155 | -1.3% | 5,900 | 0.0% | 0.07% | -16.5% | |
| D | Sell | DOMINION ENERGY INC | $149 | -17.2% | 2,885 | -7.0% | 0.07% | -29.9% |
| MSM | MSC INDL DIRECT INCcl a | $141 | +11.9% | 1,480 | 0.0% | 0.06% | -5.9% | |
| ED | CONSOLIDATED EDISON INC | $141 | -9.0% | 1,562 | 0.0% | 0.06% | -22.9% | |
| BIP | BROOKFIELD INFRASTRUCTURE PARTlp int unit | $137 | +7.9% | 3,750 | 0.0% | 0.06% | -7.4% | |
| BCE | BCE INC | $113 | -2.6% | 2,481 | 0.0% | 0.05% | -16.1% | |
| MAGELLAN MIDSTREAM PRTNRS LP | $112 | +14.3% | 1,800 | 0.0% | 0.05% | -3.8% | ||
| GIS | Sell | GENERAL MLS INC | $108 | -18.2% | 1,410 | -7.5% | 0.05% | -31.0% |
| SCCO | SOUTHERN COPPER CORPORATION | $107 | -4.5% | 1,490 | 0.0% | 0.05% | -18.3% | |
| XRAY | Sell | DENTSPLY SIRONA INC | $90 | -16.7% | 2,260 | -16.9% | 0.04% | -29.3% |
| ADM | ARCHER DANIELS MIDLAND CO | $87 | -5.4% | 1,150 | 0.0% | 0.04% | -20.0% | |
| BHP | BHP GROUP LTDsponsored adr | $87 | 0.0% | 1,450 | 0.0% | 0.04% | -14.9% | |
| BRKB | BERKSHIRE HATHAWAY INCcl b | $82 | +9.3% | 240 | 0.0% | 0.04% | -7.5% | |
| O | REALTY INCOME CORP | $78 | -3.7% | 1,300 | 0.0% | 0.04% | -18.2% | |
| EBAY | EBAY INC | $72 | +4.3% | 1,600 | 0.0% | 0.03% | -10.8% | |
| ES | EVERSOURCE ENERGY | $73 | -12.0% | 1,030 | 0.0% | 0.03% | -26.7% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $64 | -13.5% | 342 | -19.0% | 0.03% | -27.5% |
| PYPL | PAYPAL HOLDINGS INC | $61 | -11.6% | 920 | 0.0% | 0.03% | -24.3% | |
| IRM | IRON MTN INC NEW | $61 | +8.9% | 1,075 | 0.0% | 0.03% | -6.7% | |
| TROW | PRICE T ROWE GROUP INC | $56 | +1.8% | 500 | 0.0% | 0.03% | -13.3% | |
| OXYWS | WTS OCCIDENTAL PETROLEUM CORPO*w exp 08/03/202 | $55 | -11.3% | 1,481 | 0.0% | 0.02% | -24.2% | |
| JBHT | J B HUNT TRANSPORT SERVICES IN | $54 | +3.8% | 300 | 0.0% | 0.02% | -10.7% | |
| SJM | SMUCKER J M CO | $55 | -5.2% | 373 | 0.0% | 0.02% | -19.4% | |
| BK | Sell | BANK NEW YORK MELLON CORP | $50 | -30.6% | 1,125 | -29.2% | 0.02% | -41.0% |
| MO | ALTRIA GROUP INC | $50 | +2.0% | 1,100 | 0.0% | 0.02% | -11.5% | |
| KO | COCA COLA CO | $45 | -4.3% | 749 | 0.0% | 0.02% | -16.0% | |
| IVW | Sell | ISHARES TRs&p 500 growth | $42 | -46.8% | 600 | -51.4% | 0.02% | -55.8% |
| BP | BP PLCsponsored adr | $39 | -11.4% | 1,104 | 0.0% | 0.02% | -25.0% | |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $31 | +14.8% | 133 | -88.3% | 0.01% | -6.7% |
| HPQ | HP INC | $31 | +3.3% | 1,000 | 0.0% | 0.01% | -12.5% | |
| AVB | AVALONBAY CMNTYS INC | $30 | +11.1% | 158 | 0.0% | 0.01% | -6.7% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $29 | 0.0% | 707 | 0.0% | 0.01% | -18.8% | |
| PM | PHILIP MORRIS INTL INC | $29 | -3.3% | 300 | 0.0% | 0.01% | -18.8% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $27 | -59.1% | 939 | -48.8% | 0.01% | -66.7% |
| RTX | RAYTHEON TECH CORP COM | $26 | -3.7% | 270 | 0.0% | 0.01% | -20.0% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $26 | +18.2% | 58 | 0.0% | 0.01% | 0.0% | |
| MFC | MANULIFE FINL CORP | $23 | 0.0% | 1,206 | 0.0% | 0.01% | -8.3% | |
| NFLX | NETFLIX INC | $22 | +29.4% | 49 | 0.0% | 0.01% | +11.1% | |
| ET | ENERGY TRANSFER LP | $19 | 0.0% | 1,500 | 0.0% | 0.01% | -10.0% | |
| GTY | GETTY RLTY CORP NEW | $17 | 0.0% | 506 | 0.0% | 0.01% | -11.1% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $17 | +6.2% | 1,000 | 0.0% | 0.01% | -11.1% | |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $18 | +5.9% | 196 | 0.0% | 0.01% | -11.1% | |
| LTHM | LIVENT CORPORATION | $16 | +33.3% | 575 | 0.0% | 0.01% | +16.7% | |
| MET | Sell | METLIFE INC | $14 | -74.1% | 249 | -72.8% | 0.01% | -79.3% |
| VTV | VANGUARD INDEX FDSvalue etf | $14 | 0.0% | 100 | 0.0% | 0.01% | -25.0% | |
| GOVT | ISHARES TRUST ISHARES U S TREAus treas bd etf | $13 | 0.0% | 556 | 0.0% | 0.01% | -14.3% | |
| FSK | FS KKR CAPITAL CORP | $12 | 0.0% | 642 | 0.0% | 0.01% | -16.7% | |
| NFTY | New | FIRST TR EXCH TRD ALPHDX FDTindia nfty50 eqw | $11 | – | 225 | +100.0% | 0.01% | – |
| HYMB | Sell | SPDR SERIES TRUST SPDR NUVEENnuveen bloomberg | $8 | -11.1% | 320 | -11.1% | 0.00% | -20.0% |
| PCRFY | PANASONIC CORPadr sponsored | $9 | +28.6% | 770 | 0.0% | 0.00% | 0.0% | |
| NVS | Sell | NOVARTIS AGsponsored adr | $9 | -35.7% | 85 | -41.4% | 0.00% | -50.0% |
| IEMG | ISHARES INC CORE MSCI EMKT ETFcore msci emkt | $9 | 0.0% | 190 | 0.0% | 0.00% | -20.0% | |
| INSP | INSPIRE MED SYS INC | $8 | +33.3% | 24 | 0.0% | 0.00% | +33.3% | |
| ALB | ALBEMARLE CORP | $9 | +12.5% | 40 | 0.0% | 0.00% | 0.0% | |
| TSN | TYSON FOODS INCcl a | $6 | -25.0% | 125 | 0.0% | 0.00% | -25.0% | |
| GM | Buy | GENERAL MTRS CO | $4 | – | 106 | +1666.7% | 0.00% | – |
| SHY | ISHARES TR1 3 yr treas bd | $5 | 0.0% | 65 | 0.0% | 0.00% | -33.3% | |
| IAU | ISHARES GOLD TRUSTishares new etf | $5 | 0.0% | 135 | 0.0% | 0.00% | -33.3% | |
| XPERI INC | $5 | +25.0% | 373 | 0.0% | 0.00% | 0.0% | ||
| ADI | ANALOG DEVICES INC | $5 | 0.0% | 26 | 0.0% | 0.00% | -33.3% | |
| FNDE | SCHWAB STRATEGIC TR SCHWB FDTschwb fdt emk lg | $2 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION COM | $3 | 0.0% | 61 | 0.0% | 0.00% | -50.0% | |
| QS | QUANTUMSCAPE CORP | $2 | 0.0% | 265 | 0.0% | 0.00% | 0.0% | |
| RIO | RIO TINTO PLCsponsored adr | $2 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| IJK | ISHARES TRUST S&P MC 400GR ETFs&p mc 400gr etf | $3 | +50.0% | 35 | 0.0% | 0.00% | 0.0% | |
| CRWD | CROWDSTRIKE HOLDINGS INCcl a | $3 | +50.0% | 18 | 0.0% | 0.00% | 0.0% | |
| IVLU | ISHARES TRUST MSCI INTL VLU FTmsci intl vlu ft | $1 | 0.0% | 30 | 0.0% | 0.00% | -100.0% | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| BABA | ALIBABA GROUP HOLDING LTDadr sponsored | $1 | 0.0% | 10 | 0.0% | 0.00% | -100.0% | |
| DRAFTKINGS INC | $0 | – | 7 | 0.0% | 0.00% | – | ||
| STWD | Exit | STARWOOD PPTY TR INC | $0 | – | -650 | -100.0% | -0.01% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -260 | -100.0% | -0.01% | – |
| BMY | Exit | BRISTOL MYERS SQUIBB CO | $0 | – | -165 | -100.0% | -0.01% | – |
| BXMT | Exit | BLACKSTONE MTG TR INC | $0 | – | -1,000 | -100.0% | -0.01% | – |
| BIPC | Exit | BROOKFIELD INFRASTRUCTURE CORP | $0 | – | -415 | -100.0% | -0.01% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -435 | -100.0% | -0.02% | – |
| AB | Exit | ALLIANCEBERNSTEIN HOLDING LPunit ltd partn | $0 | – | -1,410 | -100.0% | -0.03% | – |
| VMW | Exit | VMWARE INC | $0 | – | -560 | -100.0% | -0.04% | – |
| IYW | Exit | ISHARES TRus technology | $0 | – | -916 | -100.0% | -0.05% | – |
| IRWD | Exit | IRONWOOD PHARMACEUTICALS INC | $0 | – | -10,950 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-13
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.