$437 Million is the total value of Cyrus J. Lawrence, LLC's 269 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MSFT | New | Microsoft Corpus equities | $27,644,000 | – | 89,662 | +100.0% | 6.33% | – |
AAPL | New | Apple Incus equities | $21,893,000 | – | 125,384 | +100.0% | 5.01% | – |
GOOGL | New | Alphabet Inc Class Aus equities | $18,488,000 | – | 6,647 | +100.0% | 4.23% | – |
AMZN | New | Amazon com Incus equities | $15,351,000 | – | 4,709 | +100.0% | 3.51% | – |
QCOM | New | Qualcomm Incus equities | $13,532,000 | – | 88,551 | +100.0% | 3.10% | – |
PANW | New | Palo Alto Networks Incus equities | $13,467,000 | – | 21,633 | +100.0% | 3.08% | – |
NEE | New | NextEra Energy Incus equities | $13,039,000 | – | 153,931 | +100.0% | 2.98% | – |
CVS | New | CVS Health Corpus equities | $12,601,000 | – | 124,505 | +100.0% | 2.88% | – |
TMO | New | Thermo Fisher Scntfcus equities | $12,541,000 | – | 21,233 | +100.0% | 2.87% | – |
COST | New | Costco Wholesale Cous equities | $12,245,000 | – | 21,265 | +100.0% | 2.80% | – |
JPM | New | JPMorgan Chase & Cous equities | $11,760,000 | – | 86,264 | +100.0% | 2.69% | – |
PFE | New | Pfizer Incus equities | $11,351,000 | – | 219,255 | +100.0% | 2.60% | – |
ADBE | New | Adobe Incus equities | $10,687,000 | – | 23,456 | +100.0% | 2.45% | – |
JNJ | New | Johnson & Johnsonus equities | $10,084,000 | – | 56,900 | +100.0% | 2.31% | – |
J | New | Jacobs Engineering Group Incus equities | $10,060,000 | – | 72,997 | +100.0% | 2.30% | – |
MS | New | Morgan Stanleyus equities | $9,489,000 | – | 108,573 | +100.0% | 2.17% | – |
FB | New | Meta Platforms Class A Commonus equities | $9,276,000 | – | 41,716 | +100.0% | 2.12% | – |
SPGI | New | S&P Global Incus equities | $9,232,000 | – | 22,507 | +100.0% | 2.11% | – |
MA | New | Mastercard Inc Class Aus equities | $9,109,000 | – | 25,489 | +100.0% | 2.08% | – |
ABT | New | Abbott Laboratoriesus equities | $8,789,000 | – | 74,257 | +100.0% | 2.01% | – |
CSCO | New | Cisco Systems Incus equities | $8,773,000 | – | 157,342 | +100.0% | 2.01% | – |
HD | New | Home Depot Incus equities | $8,627,000 | – | 28,821 | +100.0% | 1.98% | – |
BAC | New | Bank of America Corpus equities | $8,623,000 | – | 209,201 | +100.0% | 1.97% | – |
SLB | New | Schlumberger Ltdus equities | $8,505,000 | – | 205,875 | +100.0% | 1.95% | – |
CB | New | Chubb LTD Fus equities | $8,107,000 | – | 37,901 | +100.0% | 1.86% | – |
WOOF | New | Petco Health & Wellness Companus equities | $8,083,000 | – | 413,045 | +100.0% | 1.85% | – |
TSM | New | Taiwan Semiconductor Sponsoredus equities | $8,033,000 | – | 77,050 | +100.0% | 1.84% | – |
ACN | New | Accenture Plc F Class Aus equities | $7,803,000 | – | 23,139 | +100.0% | 1.79% | – |
BR | New | Broadridge Financial Solutionsus equities | $7,567,000 | – | 48,599 | +100.0% | 1.73% | – |
New | Airbnb, Incus equities | $7,254,000 | – | 42,233 | +100.0% | 1.66% | – | |
LIN | New | Linde PLC ADRus equities | $7,223,000 | – | 22,611 | +100.0% | 1.65% | – |
ULTA | New | Ulta Beauty Incus equities | $6,810,000 | – | 17,101 | +100.0% | 1.56% | – |
LHX | New | L3Harris Technologies Incus equities | $6,156,000 | – | 24,775 | +100.0% | 1.41% | – |
ROK | New | Rockwell Automation Incus equities | $5,659,000 | – | 20,209 | +100.0% | 1.30% | – |
F | New | Ford Motor Cous equities | $5,534,000 | – | 327,260 | +100.0% | 1.27% | – |
SBUX | New | Starbucks Corpus equities | $5,484,000 | – | 60,282 | +100.0% | 1.26% | – |
BX | New | Blackstone Group Inc Cl Aus equities | $4,684,000 | – | 36,903 | +100.0% | 1.07% | – |
GNRC | New | Generac Holdings Incus equities | $4,262,000 | – | 14,336 | +100.0% | 0.98% | – |
ASML | New | ASML Holding NVus equities | $4,233,000 | – | 6,338 | +100.0% | 0.97% | – |
NVDA | New | Nvidia Corpus equities | $3,376,000 | – | 12,372 | +100.0% | 0.77% | – |
MRK | New | Merck & Co Incus equities | $2,389,000 | – | 29,112 | +100.0% | 0.55% | – |
GOOG | New | Alphabet Inc Class Cus equities | $2,184,000 | – | 782 | +100.0% | 0.50% | – |
BA | New | Boeing Cous equities | $1,697,000 | – | 8,862 | +100.0% | 0.39% | – |
REGN | New | Regeneron Pharmaceuticals Incus equities | $1,610,000 | – | 2,305 | +100.0% | 0.37% | – |
UNH | New | Unitedhealth Grp Incus equities | $1,387,000 | – | 2,720 | +100.0% | 0.32% | – |
BRKB | New | Berkshire Hathaway IncDel Clus equities | $1,374,000 | – | 3,894 | +100.0% | 0.31% | – |
CCI | New | Crown Castle International Corus equities | $1,368,000 | – | 7,408 | +100.0% | 0.31% | – |
ZBRA | New | Zebra Technologies Corp Cl Aus equities | $1,179,000 | – | 2,850 | +100.0% | 0.27% | – |
RHHBY | New | Roche Holding Ltd Spons ADRus equities | $1,150,000 | – | 23,280 | +100.0% | 0.26% | – |
SCHWPRD | New | Charles Schwab Corp Prfus taxable bond funds | $1,111,000 | – | 43,898 | +100.0% | 0.25% | – |
SSNC | New | SS&C Technologies Hldgs Incus equities | $1,069,000 | – | 14,248 | +100.0% | 0.24% | – |
GBDC | New | Golub Cap BDC Incus taxable bond funds | $923,000 | – | 60,706 | +100.0% | 0.21% | – |
HYD | New | Vaneck Vectors High-Yld Muni Eus tax-exempt bond funds | $880,000 | – | 15,343 | +100.0% | 0.20% | – |
LQD | New | iShares IBOX $ Inv Grd Corp Bdus taxable bond funds | $865,000 | – | 7,149 | +100.0% | 0.20% | – |
WMT | New | Wal-Mart Stores Incus equities | $860,000 | – | 5,775 | +100.0% | 0.20% | – |
MDT | New | Medtronic Incus equities | $832,000 | – | 7,497 | +100.0% | 0.19% | – |
GS | New | Goldman Sachs Group Incus equities | $813,000 | – | 2,462 | +100.0% | 0.19% | – |
MCD | New | McDonalds Corpus equities | $811,000 | – | 3,280 | +100.0% | 0.19% | – |
CRM | New | Salesforce comus equities | $807,000 | – | 3,800 | +100.0% | 0.18% | – |
NLYPRG | New | Annaly Capital Management Incus taxable bond funds | $803,000 | – | 34,513 | +100.0% | 0.18% | – |
PPG | New | PPG Industries Incus equities | $721,000 | – | 5,500 | +100.0% | 0.16% | – |
APTV | New | Aptiv Plc Fus equities | $605,000 | – | 5,050 | +100.0% | 0.14% | – |
DE | New | Deere & Cous equities | $541,000 | – | 1,302 | +100.0% | 0.12% | – |
CL | New | Colgate Palmolive Cous equities | $528,000 | – | 6,967 | +100.0% | 0.12% | – |
VOT | New | Vanguard ETF Index Funds Mid Cus equities | $486,000 | – | 2,180 | +100.0% | 0.11% | – |
LLY | New | Eli Lilly & Cous equities | $465,000 | – | 1,624 | +100.0% | 0.11% | – |
VZ | New | Verizon Communications Incus equities | $403,000 | – | 7,918 | +100.0% | 0.09% | – |
ABBV | New | AbbVie Incus equities | $396,000 | – | 2,444 | +100.0% | 0.09% | – |
DIS | New | Walt Disney Cous equities | $388,000 | – | 2,832 | +100.0% | 0.09% | – |
XOM | New | Exxon Mobil Corpus equities | $385,000 | – | 4,667 | +100.0% | 0.09% | – |
NSRGY | New | Nestle SA Spons ADRus equities | $355,000 | – | 2,725 | +100.0% | 0.08% | – |
PEP | New | Pepsico Incus equities | $351,000 | – | 2,095 | +100.0% | 0.08% | – |
PG | New | Procter & Gamble Cous equities | $320,000 | – | 2,095 | +100.0% | 0.07% | – |
PSA | New | Public Storageus equities | $280,000 | – | 717 | +100.0% | 0.06% | – |
ITW | New | Illinois Tool Works Incus equities | $272,000 | – | 1,299 | +100.0% | 0.06% | – |
DUK | New | Duke Energy Corporationus equities | $260,000 | – | 2,328 | +100.0% | 0.06% | – |
FMC | New | FMC Corpus equities | $250,000 | – | 1,900 | +100.0% | 0.06% | – |
PM | New | Philip Morris Intl Incus equities | $243,000 | – | 2,583 | +100.0% | 0.06% | – |
NJR | New | New Jersey Resources Corpus equities | $241,000 | – | 5,250 | +100.0% | 0.06% | – |
IFF | New | International Flavors & Fragraus equities | $227,000 | – | 1,725 | +100.0% | 0.05% | – |
ITCI | New | Intra-Cellular Therapies, Incus equities | $217,000 | – | 3,550 | +100.0% | 0.05% | – |
EQR | New | Equity Residential Propertiesus equities | $205,000 | – | 2,285 | +100.0% | 0.05% | – |
IBM | New | International Business Machineus equities | $195,000 | – | 1,502 | +100.0% | 0.04% | – |
ETPRC | New | Energy Transfer Partners, LPus taxable bond funds | $196,000 | – | 8,200 | +100.0% | 0.04% | – |
SO | New | Southern Cous equities | $190,000 | – | 2,617 | +100.0% | 0.04% | – |
DTEGY | New | Deutsche Telekom AG ADRus equities | $180,000 | – | 9,650 | +100.0% | 0.04% | – |
LSI | New | Life Storage, Incus equities | $175,000 | – | 1,249 | +100.0% | 0.04% | – |
ATO | New | Atmos Energy Corpus equities | $174,000 | – | 1,458 | +100.0% | 0.04% | – |
BMO | New | Bank of Montrealinternational equity | $165,000 | – | 1,400 | +100.0% | 0.04% | – |
LMT | New | Lockheed Martin Corpus equities | $151,000 | – | 342 | +100.0% | 0.04% | – |
LNT | New | Alliant Energy Corpus equities | $155,000 | – | 2,473 | +100.0% | 0.04% | – |
BK | New | Bank of NY Mellon Corpus equities | $150,000 | – | 3,021 | +100.0% | 0.03% | – |
AB | New | AllianceBernstein Holding L Pus taxable bond funds | $149,000 | – | 3,160 | +100.0% | 0.03% | – |
XEL | New | Xcel Energy Incus equities | $150,000 | – | 2,084 | +100.0% | 0.03% | – |
CPT | New | Camden Property Trustus equities | $140,000 | – | 841 | +100.0% | 0.03% | – |
BMY | New | Bristol-Myers Squibb Cous equities | $139,000 | – | 1,900 | +100.0% | 0.03% | – |
EW | New | Edwards Lifesciences Corpus equities | $141,000 | – | 1,200 | +100.0% | 0.03% | – |
SLRC | New | Solar Capital Ltdus taxable bond funds | $139,000 | – | 7,658 | +100.0% | 0.03% | – |
AXP | New | American Express Companyus equities | $133,000 | – | 711 | +100.0% | 0.03% | – |
AGG | New | iShares Core Total U S Bd Mktus taxable bond funds | $123,000 | – | 1,150 | +100.0% | 0.03% | – |
VXUS | New | Vanguard Star Fd Toral Intl Sus equities | $115,000 | – | 1,930 | +100.0% | 0.03% | – |
NFG | New | National Fuel Gas Cous equities | $115,000 | – | 1,667 | +100.0% | 0.03% | – |
MDLZ | New | Mondelez Intl Incus equities | $115,000 | – | 1,837 | +100.0% | 0.03% | – |
QQQ | New | Invesco QQQ TR Unit Ser 1us equities | $109,000 | – | 300 | +100.0% | 0.02% | – |
FBHS | New | Fortune Brands Home & Sec Incus equities | $104,000 | – | 1,400 | +100.0% | 0.02% | – |
GPC | New | Genuine Parts Cous equities | $105,000 | – | 833 | +100.0% | 0.02% | – |
HSBC | New | HSBC Holdings PLC ADSinternational equity | $104,000 | – | 3,063 | +100.0% | 0.02% | – |
ALIZY | New | Allianz ADS Ord Sharesus equities | $106,000 | – | 4,400 | +100.0% | 0.02% | – |
AVGO | New | Broadcom Limitedus equities | $106,000 | – | 168 | +100.0% | 0.02% | – |
VTR | New | Ventas Incus equities | $101,000 | – | 1,638 | +100.0% | 0.02% | – |
T | New | AT&T Incus equities | $101,000 | – | 4,295 | +100.0% | 0.02% | – |
WM | New | Waste Management Incus equities | $102,000 | – | 645 | +100.0% | 0.02% | – |
New | Deutsche Telekom AG (EUROS)international equity | $92,000 | – | 4,900 | +100.0% | 0.02% | – | |
RDSA | New | Royal Dutch Shell PLC ADS CL Aus equities | $90,000 | – | 1,634 | +100.0% | 0.02% | – |
KO | New | Coca Cola Cous equities | $86,000 | – | 1,381 | +100.0% | 0.02% | – |
UL | New | Unilever PLC ADSus equities | $89,000 | – | 1,952 | +100.0% | 0.02% | – |
D | New | Dominion Resources Inc VA Newus equities | $88,000 | – | 1,033 | +100.0% | 0.02% | – |
MO | New | Altria Group Incus equities | $87,000 | – | 1,667 | +100.0% | 0.02% | – |
SR | New | Spire Incus equities | $84,000 | – | 1,167 | +100.0% | 0.02% | – |
VGT | New | Vanguard Information Technologus equity funds | $83,000 | – | 200 | +100.0% | 0.02% | – |
TR | New | Tootsie Roll Industries Incus equities | $80,000 | – | 2,285 | +100.0% | 0.02% | – |
CMCSA | New | Comcast Corp New Class Aus equities | $80,000 | – | 1,705 | +100.0% | 0.02% | – |
ED | New | Consolidated Edison Incus equities | $79,000 | – | 833 | +100.0% | 0.02% | – |
PNC | New | PNC Financial Svcs Group Incus equities | $78,000 | – | 425 | +100.0% | 0.02% | – |
DVY | New | iShares DJ Select Dividend ETFus equities | $80,000 | – | 623 | +100.0% | 0.02% | – |
NI | New | NiSource Incus equities | $77,000 | – | 2,417 | +100.0% | 0.02% | – |
KMB | New | Kimberly-Clark Corpus equities | $79,000 | – | 640 | +100.0% | 0.02% | – |
SPY | New | SPDR S&P500 ETFus equities | $79,000 | – | 176 | +100.0% | 0.02% | – |
AEP | New | American Electric Power Cous equities | $75,000 | – | 756 | +100.0% | 0.02% | – |
V | New | Visa Inc Class Aus equities | $75,000 | – | 340 | +100.0% | 0.02% | – |
MPC | New | Marathon Petroleum Corpus equities | $71,000 | – | 833 | +100.0% | 0.02% | – |
BAM | New | Brookfield Asset Mgmt Incus equities | $68,000 | – | 1,200 | +100.0% | 0.02% | – |
RPM | New | RPM International Incus equities | $68,000 | – | 833 | +100.0% | 0.02% | – |
PLD | New | Prologis Incus equities | $69,000 | – | 425 | +100.0% | 0.02% | – |
SYY | New | Sysco Corpus equities | $68,000 | – | 833 | +100.0% | 0.02% | – |
WTRG | New | Essential Utils Incus equities | $66,000 | – | 1,292 | +100.0% | 0.02% | – |
OEF | New | iShares S&P 100 ETFus equities | $63,000 | – | 300 | +100.0% | 0.01% | – |
DHR | New | Danaher Corpus equities | $59,000 | – | 200 | +100.0% | 0.01% | – |
TDIV | New | First Tr NASDAQ Tech Div Indxus equities | $59,000 | – | 1,000 | +100.0% | 0.01% | – |
RTX | New | Raytheon Technologies Corpus equities | $60,000 | – | 604 | +100.0% | 0.01% | – |
ETN | New | Eaton Corporation PLCus equities | $63,000 | – | 417 | +100.0% | 0.01% | – |
XLK | New | Technology Select Sector SPDRus equities | $56,000 | – | 350 | +100.0% | 0.01% | – |
GLW | New | Corning Incus equities | $55,000 | – | 1,500 | +100.0% | 0.01% | – |
New | Schwab Cap Trs&p 500 Selectus equities | $57,000 | – | 825 | +100.0% | 0.01% | – | |
New | Infineon Technologies AG (EUROinternational equity | $55,000 | – | 1,600 | +100.0% | 0.01% | – | |
SYK | New | Stryker Corpus equities | $53,000 | – | 200 | +100.0% | 0.01% | – |
New | Veolia Environnement SA (EUROSinternational equity | $52,000 | – | 1,600 | +100.0% | 0.01% | – | |
WFC | New | Wells Fargo & Cous equities | $53,000 | – | 1,100 | +100.0% | 0.01% | – |
IBML | New | Ishares IBonds Dec 2023 Term Mus tax-exempt bond funds | $51,000 | – | 2,000 | +100.0% | 0.01% | – |
SDY | New | SPDR S&P Dividend ETFus equities | $46,000 | – | 362 | +100.0% | 0.01% | – |
PEY | New | Invesco Exchange Traded FD TRus equities | $48,000 | – | 2,220 | +100.0% | 0.01% | – |
New | Vonovia SE NPV (EUROS)international equity | $47,000 | – | 1,000 | +100.0% | 0.01% | – | |
ENB | New | Enbridge Incus equities | $48,000 | – | 1,049 | +100.0% | 0.01% | – |
EMR | New | Emerson Electric Cous equities | $49,000 | – | 495 | +100.0% | 0.01% | – |
BKH | New | Black Hills Corpus equities | $44,000 | – | 567 | +100.0% | 0.01% | – |
USB | New | US Bancorpus equities | $44,000 | – | 833 | +100.0% | 0.01% | – |
WEC | New | WEC Energy Group, Incus equities | $42,000 | – | 417 | +100.0% | 0.01% | – |
PTC | New | Ptc Incus equities | $43,000 | – | 395 | +100.0% | 0.01% | – |
CNF | New | CNFinance Holdings Limited ADSus equities | $43,000 | – | 13,438 | +100.0% | 0.01% | – |
OLN | New | Olin Corpus equities | $44,000 | – | 833 | +100.0% | 0.01% | – |
WY | New | Weyerhaeuser Cous equities | $43,000 | – | 1,129 | +100.0% | 0.01% | – |
PWR | New | Quanta Services Incus equities | $38,000 | – | 288 | +100.0% | 0.01% | – |
CARR | New | Carrier Global Corpus equities | $41,000 | – | 904 | +100.0% | 0.01% | – |
MTG | New | Mgic Investment Corp Wisus equities | $33,000 | – | 2,424 | +100.0% | 0.01% | – |
UNP | New | Union Pacific Corpus equities | $34,000 | – | 125 | +100.0% | 0.01% | – |
New | Heidelbergcement AG (EUROS)international equity | $34,000 | – | 600 | +100.0% | 0.01% | – | |
HPQ | New | HP Incus equities | $35,000 | – | 977 | +100.0% | 0.01% | – |
PH | New | Parker-Hannifin Corpus equities | $35,000 | – | 125 | +100.0% | 0.01% | – |
CLX | New | Clorox Cous equities | $31,000 | – | 225 | +100.0% | 0.01% | – |
SPG | New | Simon Property Group Incus equities | $29,000 | – | 218 | +100.0% | 0.01% | – |
ALGT | New | Allegiant Travel Companyus equities | $32,000 | – | 200 | +100.0% | 0.01% | – |
VIAC | New | ViacomCBS Inc Class Bus equities | $31,000 | – | 830 | +100.0% | 0.01% | – |
PBA | New | Pembina Pipeline Corpus equities | $31,000 | – | 835 | +100.0% | 0.01% | – |
MDU | New | MDU Resources Group Incus equities | $30,000 | – | 1,120 | +100.0% | 0.01% | – |
PEAK | New | Healthpeak Pptys Incus equities | $29,000 | – | 833 | +100.0% | 0.01% | – |
UPS | New | United Parcel Service Inc Cl Bus equities | $30,000 | – | 140 | +100.0% | 0.01% | – |
GWW | New | W W Grainger Incus equities | $32,000 | – | 63 | +100.0% | 0.01% | – |
C | New | Citigroup Incus equities | $32,000 | – | 601 | +100.0% | 0.01% | – |
FTS | New | Fortis Inc Common Sharesus equities | $30,000 | – | 601 | +100.0% | 0.01% | – |
SKT | New | Tanger Factory Outlet Centersus equities | $28,000 | – | 1,639 | +100.0% | 0.01% | – |
XYL | New | Xylem Incus equities | $26,000 | – | 310 | +100.0% | 0.01% | – |
ZBH | New | Zimmer Biomet Holdingsus equities | $27,000 | – | 209 | +100.0% | 0.01% | – |
SNA | New | Snap-On Incus equities | $27,000 | – | 132 | +100.0% | 0.01% | – |
CMI | New | Cummins Incus equities | $25,000 | – | 120 | +100.0% | 0.01% | – |
New | SAP SE (EUROS)international equity | $28,000 | – | 250 | +100.0% | 0.01% | – | |
TFC | New | Truist Finl Corpus equities | $27,000 | – | 472 | +100.0% | 0.01% | – |
New | Siemens AG NPV (EUROS)international equity | $25,000 | – | 180 | +100.0% | 0.01% | – | |
New | Danone SA (EUROS)international equity | $28,000 | – | 500 | +100.0% | 0.01% | – | |
NTAP | New | NetApp Incus equities | $28,000 | – | 342 | +100.0% | 0.01% | – |
PBI | New | Pitney-Bowes Incus equities | $27,000 | – | 5,246 | +100.0% | 0.01% | – |
HII | New | Huntington Ingalls Industriesus equities | $25,000 | – | 123 | +100.0% | 0.01% | – |
ALV | New | Autoliv Incus equities | $26,000 | – | 341 | +100.0% | 0.01% | – |
BTT | New | Blackrock Municipal Target Terus tax-exempt bond funds | $23,000 | – | 1,000 | +100.0% | 0.01% | – |
OTIS | New | Otis Worldwide Corpus equities | $23,000 | – | 302 | +100.0% | 0.01% | – |
ILMN | New | Illumina Incus equities | $24,000 | – | 70 | +100.0% | 0.01% | – |
HUN | New | Huntsman Corpus equities | $23,000 | – | 613 | +100.0% | 0.01% | – |
GIS | New | General Mills Incus equities | $24,000 | – | 350 | +100.0% | 0.01% | – |
FEN | New | First Trust Energy Income & Grus equities | $22,000 | – | 1,334 | +100.0% | 0.01% | – |
FLOW | New | SPX Flow Incus equities | $20,000 | – | 227 | +100.0% | 0.01% | – |
SWKS | New | Skyworks Solutions Incus equities | $23,000 | – | 175 | +100.0% | 0.01% | – |
SJM | New | J M Smucker Cous equities | $20,000 | – | 150 | +100.0% | 0.01% | – |
EOG | New | EOG Resources Incus equities | $20,000 | – | 166 | +100.0% | 0.01% | – |
DCRNW | New | Tritium FCFC Limited WTSwarrants | $24,000 | – | 7,600 | +100.0% | 0.01% | – |
CVX | New | Chevron Corporationus equities | $24,000 | – | 150 | +100.0% | 0.01% | – |
AGR | New | Avangrid Incus equities | $20,000 | – | 420 | +100.0% | 0.01% | – |
ZTS | New | Zoetis Incus equities | $20,000 | – | 108 | +100.0% | 0.01% | – |
AKAM | New | Akamai Technolgies Incus equities | $24,000 | – | 200 | +100.0% | 0.01% | – |
CWCO | New | Consolidated Water Co Ltdus equities | $22,000 | – | 2,000 | +100.0% | 0.01% | – |
AMGN | New | Amgen Incus equities | $24,000 | – | 101 | +100.0% | 0.01% | – |
STX | New | Seagate Technology Plcus equities | $24,000 | – | 264 | +100.0% | 0.01% | – |
MED | New | Medifast Incus equities | $22,000 | – | 129 | +100.0% | 0.01% | – |
CSL | New | Carlisle Cos Incus equities | $17,000 | – | 70 | +100.0% | 0.00% | – |
CNP | New | Centerpoint Energy Incus equities | $16,000 | – | 534 | +100.0% | 0.00% | – |
KR | New | Kroger Cous equities | $16,000 | – | 275 | +100.0% | 0.00% | – |
FDX | New | Fedex Corpus equities | $17,000 | – | 75 | +100.0% | 0.00% | – |
EMXC | New | Ishares MSCI Emr Mrkus equities | $17,000 | – | 300 | +100.0% | 0.00% | – |
WYNN | New | Wynn Resorts Ltdus equities | $16,000 | – | 200 | +100.0% | 0.00% | – |
FSR | New | Fisker Incus equities | $16,000 | – | 1,250 | +100.0% | 0.00% | – |
MRO | New | Marathon Oil Corpus equities | $17,000 | – | 666 | +100.0% | 0.00% | – |
BSX | New | Boston Scientific Corpus equities | $16,000 | – | 370 | +100.0% | 0.00% | – |
VUG | New | Vanguard Index Growth ETFus equities | $17,000 | – | 60 | +100.0% | 0.00% | – |
EXC | New | Exelon Corpus equities | $16,000 | – | 334 | +100.0% | 0.00% | – |
COIN | New | Coinbase Global Incus equities | $15,000 | – | 80 | +100.0% | 0.00% | – |
HIG | New | Hartford Financial Services Grus equities | $11,000 | – | 150 | +100.0% | 0.00% | – |
HON | New | Honeywell International Incus equities | $13,000 | – | 68 | +100.0% | 0.00% | – |
VB | New | Vanguard Index Fd Small-Cap ETus equities | $15,000 | – | 72 | +100.0% | 0.00% | – |
VNE | New | Veoneer Incus equities | $13,000 | – | 341 | +100.0% | 0.00% | – |
PYPL | New | PayPal Holdings, Incus equities | $12,000 | – | 100 | +100.0% | 0.00% | – |
PJT | New | PJT Partners Incus equities | $15,000 | – | 231 | +100.0% | 0.00% | – |
BP | New | BP Plc Adsinternational equity | $11,000 | – | 400 | +100.0% | 0.00% | – |
ORI | New | Old Republic International Corus equities | $15,000 | – | 587 | +100.0% | 0.00% | – |
New | American Water Works Co Incus equities | $15,000 | – | 93 | +100.0% | 0.00% | – | |
ADP | New | Automatic Data Processing Incus equities | $13,000 | – | 55 | +100.0% | 0.00% | – |
New | E On SE NPV (EUROS)international equity | $11,000 | – | 1,000 | +100.0% | 0.00% | – | |
New | Sanofi (EUROS)international equity | $15,000 | – | 150 | +100.0% | 0.00% | – | |
LVS | New | Las Vegas Sands Corpus equities | $15,000 | – | 380 | +100.0% | 0.00% | – |
ADSK | New | Autodesk Incus equities | $11,000 | – | 50 | +100.0% | 0.00% | – |
SPXC | New | SPX Corpus equities | $11,000 | – | 227 | +100.0% | 0.00% | – |
AMLP | New | Alerian Master Limited Partnerus equities | $9,000 | – | 245 | +100.0% | 0.00% | – |
New | Traeger Incus equities | $7,000 | – | 1,000 | +100.0% | 0.00% | – | |
BKLN | New | Invesco Sr Loan ETFus taxable bond funds | $7,000 | – | 3,100 | +100.0% | 0.00% | – |
KBE | New | SPDR Ser Tr S&P ETFus equities | $10,000 | – | 200 | +100.0% | 0.00% | – |
KHC | New | Kraft Heinz Companyus equities | $8,000 | – | 192 | +100.0% | 0.00% | – |
BOND | New | Pimco ETF Tot Rtn Exch Tradedus taxable bond funds | $7,000 | – | 650 | +100.0% | 0.00% | – |
EPD | New | Enterprise Products Partners Lus equities | $8,000 | – | 300 | +100.0% | 0.00% | – |
SBRA | New | Sabra Health Care REITus equities | $7,000 | – | 459 | +100.0% | 0.00% | – |
BWG | New | Brandywine GBLus equities | $3,000 | – | 338 | +100.0% | 0.00% | – |
O | New | Realty Income Corpus equities | $4,000 | – | 56 | +100.0% | 0.00% | – |
AMT | New | American Tower Corp REITus equities | $6,000 | – | 25 | +100.0% | 0.00% | – |
NWN | New | Northwest National Holdings Cous equities | $6,000 | – | 125 | +100.0% | 0.00% | – |
TGH | New | Textainer Group Holdings Ltdus equities | $5,000 | – | 125 | +100.0% | 0.00% | – |
FLOT | New | Ishares TR Fltg Rate ETFus equities | $5,000 | – | 100 | +100.0% | 0.00% | – |
RFDI | New | First Tr Exchange-Traded FDus equities | $5,000 | – | 75 | +100.0% | 0.00% | – |
VTRS | New | Viatris Incus equities | $4,000 | – | 407 | +100.0% | 0.00% | – |
CERS | New | Cerus Corpus equities | $5,000 | – | 1,000 | +100.0% | 0.00% | – |
FPI | New | Farmland Partners Incus equities | $5,000 | – | 350 | +100.0% | 0.00% | – |
New | General Electric Cous equities | $3,000 | – | 31 | +100.0% | 0.00% | – | |
CGC | New | Canopy Growth Corpus equities | $3,000 | – | 396 | +100.0% | 0.00% | – |
CI | New | Cigna Corpus equities | $5,000 | – | 19 | +100.0% | 0.00% | – |
MQ | New | Marqeta Inc Class Aus equities | $3,000 | – | 285 | +100.0% | 0.00% | – |
New | Constellation Energy Groupus equities | $6,000 | – | 111 | +100.0% | 0.00% | – | |
OGN | New | Organon & Cous equities | $3,000 | – | 85 | +100.0% | 0.00% | – |
OPK | New | Opko Health Incus equities | $3,000 | – | 1,000 | +100.0% | 0.00% | – |
NTLA | New | Intellia Therapeutics Incus equities | $6,000 | – | 80 | +100.0% | 0.00% | – |
ETSY | New | Etsy Incus equities | $4,000 | – | 34 | +100.0% | 0.00% | – |
CTSH | New | Cognizant Technology Solutionsus equities | $4,000 | – | 50 | +100.0% | 0.00% | – |
MET | New | MetLife Incus equities | $6,000 | – | 81 | +100.0% | 0.00% | – |
CRSP | New | CRISPR Therapeutics AGus equities | $1,000 | – | 30 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-27
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Microsoft Corp | 7 | Q3 2023 | 8.2% |
Apple Inc | 7 | Q3 2023 | 5.7% |
Edwards Lifesciences Corp | 7 | Q3 2023 | 24.5% |
Alphabet Inc. Class A | 7 | Q3 2023 | 4.2% |
Adobe Inc | 7 | Q3 2023 | 12.5% |
Palo Alto Networks Inc | 7 | Q3 2023 | 3.9% |
NextEra Energy Inc | 7 | Q3 2023 | 3.4% |
Amazon.com Inc | 7 | Q3 2023 | 3.5% |
Costco Wholesale Co | 7 | Q3 2023 | 2.9% |
Johnson & Johnson | 7 | Q3 2023 | 2.9% |
View Cyrus J. Lawrence, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-11-09 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-05 |
13F-HR | 2022-04-27 |
View Cyrus J. Lawrence, LLC'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.