$1.12 Billion is the total value of FOSTER DYKEMA CABOT & PARTNERS, LLC's 332 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 20.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF Trustetf | $227,104,190 | +5.0% | 415,959 | +0.9% | 20.31% | +0.8% |
| JPST | Sell | JP Morgan USD UltraShort Income ETFetf | $116,590,797 | -3.1% | 2,310,101 | -3.2% | 10.43% | -7.0% |
| AMZN | Buy | Amazon.com, Inc. | $47,582,208 | +8.3% | 246,221 | +1.1% | 4.26% | +4.0% |
| MSFT | Buy | Microsoft Corporation | $47,471,006 | +9.0% | 106,211 | +2.6% | 4.24% | +4.6% |
| ICSH | Buy | iShares Ultra Short-Term Bond ETFetf | $42,733,930 | +5.0% | 845,714 | +5.0% | 3.82% | +0.8% |
| LLY | Sell | Eli Lilly and Company | $39,600,416 | +15.8% | 43,739 | -0.5% | 3.54% | +11.2% |
| APH | Buy | Amphenol Corporation Class A | $39,342,263 | +16.8% | 583,050 | +100.1% | 3.52% | +12.1% |
| COST | Buy | Costco Wholesale Corporation | $35,431,833 | +16.3% | 41,685 | +0.2% | 3.17% | +11.7% |
| GOOGL | Buy | Alphabet Inc. Class A | $28,646,548 | +24.1% | 157,269 | +2.9% | 2.56% | +19.2% |
| PWR | Sell | Quanta Services Com | $28,292,921 | -2.3% | 111,350 | -0.1% | 2.53% | -6.2% |
| VRTX | Buy | Vertex Pharmaceuticals Incorporated | $28,111,482 | +12.6% | 59,975 | +0.4% | 2.51% | +8.1% |
| SNPS | Buy | Synopsys Inc | $27,967,225 | +6.9% | 46,999 | +2.6% | 2.50% | +2.6% |
| AXP | Sell | American Express Company | $26,928,171 | +0.9% | 116,295 | -0.8% | 2.41% | -3.1% |
| WM | Buy | Waste Management, Inc. | $25,822,460 | +1.6% | 121,039 | +1.5% | 2.31% | -2.5% |
| ETN | Buy | Eaton Corp. Plc | $25,712,668 | +1.7% | 82,005 | +1.5% | 2.30% | -2.3% |
| MSI | Buy | Motorola Solutions Inc. | $25,549,385 | +12.6% | 66,016 | +3.6% | 2.28% | +8.1% |
| JPM | Buy | JPMorgan Chase & Co. | $25,516,909 | +1.2% | 126,159 | +0.2% | 2.28% | -2.9% |
| CTAS | Buy | Cintas Corp. | $24,687,666 | +3.8% | 35,255 | +1.8% | 2.21% | -0.4% |
| BRKB | Buy | Berkshire Hathaway Inc. Class B | $24,325,826 | -3.1% | 59,798 | +0.1% | 2.18% | -7.0% |
| TMO | Buy | Thermo Fisher Scientific Inc. | $23,873,149 | -3.9% | 43,141 | +1.0% | 2.14% | -7.7% |
| ACN | Buy | Accenture Plc Class A | $20,642,499 | -8.6% | 68,035 | +4.4% | 1.85% | -12.3% |
| IEFA | Sell | iShares Core MSCI EAFE ETFetf | $18,870,201 | -2.3% | 259,777 | -0.2% | 1.69% | -6.2% |
| PLD | Buy | Prologis Incorporated | $17,870,093 | -9.9% | 159,114 | +4.5% | 1.60% | -13.5% |
| LOW | Buy | Lowe's Companies, Inc. | $17,856,158 | -11.3% | 80,995 | +2.5% | 1.60% | -14.8% |
| AAPL | Buy | Apple Inc. | $17,772,958 | +23.5% | 84,384 | +0.5% | 1.59% | +18.5% |
| NOC | Buy | Northrop Grumman Corp. | $17,661,642 | -4.5% | 40,513 | +4.9% | 1.58% | -8.3% |
| VTI | Buy | Vanguard Total Stock Market ETFetf | $14,731,041 | +9.9% | 54,872 | +6.4% | 1.32% | +5.5% |
| GOOG | Buy | Alphabet Inc. Class C | $6,618,344 | +24.9% | 36,083 | +3.7% | 0.59% | +19.8% |
| XLK | Sell | Technology Select Sector SPDR Fundetf | $6,281,050 | +8.2% | 27,764 | -0.4% | 0.56% | +3.9% |
| SPYX | Sell | SPDR S&P 500 Fossil Fuel Res Free ETFetf | $5,145,457 | +3.8% | 115,369 | -0.3% | 0.46% | -0.2% |
| PG | Sell | Procter & Gamble Company | $4,957,660 | +0.8% | 30,061 | -0.8% | 0.44% | -3.3% |
| IWF | Sell | iShares Russell 1000 Growth ETFetf | $4,463,425 | +7.9% | 12,245 | -0.2% | 0.40% | +3.6% |
| BRKA | Berkshire Hathaway Inc. Class A | $3,061,205 | -3.5% | 5 | 0.0% | 0.27% | -7.1% | |
| VOO | Vanguard S&P 500 ETFetf | $3,039,588 | +4.4% | 6,056 | 0.0% | 0.27% | +0.4% | |
| IWD | iShares Russell 1000 Value ETFetf | $2,255,723 | -2.6% | 12,929 | 0.0% | 0.20% | -6.5% | |
| PEP | Buy | PepsiCo, Inc. | $1,699,109 | -2.1% | 10,302 | +4.7% | 0.15% | -6.2% |
| SDG | Sell | iShares MSCI Global Sus Dev Goals ETFetf | $1,625,566 | -4.7% | 21,654 | -0.1% | 0.14% | -8.8% |
| IVV | Sell | iShares Core S&P 500 ETFetf | $1,443,593 | -6.3% | 2,638 | -10.0% | 0.13% | -10.4% |
| MRK | Sell | Merck & Co Inc | $1,189,458 | -7.1% | 9,549 | -1.0% | 0.11% | -10.9% |
| XLI | Industrial Select Sector SPDR Fundetf | $1,170,561 | -3.2% | 9,605 | 0.0% | 0.10% | -7.1% | |
| PHYS | Sprott Physical Gold Trustetf | $1,089,542 | +4.4% | 60,329 | 0.0% | 0.10% | 0.0% | |
| MCD | Buy | McDonald's Corporation | $925,579 | -2.2% | 3,632 | +8.2% | 0.08% | -5.7% |
| ZTS | Sell | Zoetis, Inc. Class A | $868,707 | +2.4% | 5,011 | -0.0% | 0.08% | -1.3% |
| WMT | Walmart Inc. | $788,957 | +12.1% | 11,652 | 0.0% | 0.07% | +7.6% | |
| DIS | Sell | Walt Disney Company | $781,114 | -19.0% | 7,867 | -0.1% | 0.07% | -22.2% |
| EBTC | Enterprise Bancorp, Inc. | $778,893 | -4.2% | 31,306 | 0.0% | 0.07% | -7.9% | |
| KO | Buy | Coca-Cola Company | $768,786 | +5.9% | 11,987 | +1.9% | 0.07% | +1.5% |
| SPGI | S&P Global, Inc. | $757,308 | +4.8% | 1,698 | 0.0% | 0.07% | +1.5% | |
| XLV | Sell | Healthcare Select Sector SPDR ETFetf | $752,070 | -6.0% | 5,160 | -4.7% | 0.07% | -9.5% |
| ADP | Buy | Automatic Data Processing, Inc. | $738,973 | +6.1% | 3,080 | +11.0% | 0.07% | +1.5% |
| JNJ | Buy | Johnson & Johnson | $703,322 | -3.0% | 4,812 | +5.0% | 0.06% | -7.4% |
| LMT | Lockheed Martin Corporation | $665,618 | +2.7% | 1,425 | 0.0% | 0.06% | 0.0% | |
| IVW | iShares S&P 500 Growth ETFetf | $671,008 | +9.6% | 7,251 | 0.0% | 0.06% | +5.3% | |
| XOM | Buy | Exxon Mobil Corporation | $648,126 | +5.6% | 5,630 | +6.6% | 0.06% | +1.8% |
| BLK | BlackRock, Inc. | $653,476 | -5.6% | 830 | 0.0% | 0.06% | -9.4% | |
| ABT | Sell | Abbott Laboratories | $639,150 | -10.3% | 6,151 | -1.8% | 0.06% | -13.6% |
| CSCO | Cisco Systems, Inc. | $592,402 | -4.8% | 12,469 | 0.0% | 0.05% | -8.6% | |
| IWR | Sell | iShares Russell Midcap ETFetf | $581,992 | -4.5% | 7,178 | -1.0% | 0.05% | -8.8% |
| QCOM | Buy | Qualcomm Incorporated | $570,252 | +45.6% | 2,863 | +23.8% | 0.05% | +41.7% |
| ABBV | Buy | AbbVie, Inc. | $542,861 | -2.3% | 3,165 | +3.7% | 0.05% | -5.8% |
| UNP | Union Pacific Corporation | $544,608 | -8.0% | 2,407 | 0.0% | 0.05% | -10.9% | |
| DFUS | Dimensional ETF (trust US Equity Etf)etf | $487,808 | +3.3% | 8,289 | 0.0% | 0.04% | 0.0% | |
| XLF | Sell | Financial Select Sector SPDR Fundetf | $497,554 | -5.9% | 12,103 | -3.5% | 0.04% | -10.2% |
| MS | Morgan Stanley | $482,840 | +3.2% | 4,968 | 0.0% | 0.04% | -2.3% | |
| NVDA | Buy | NVIDIA Corporation | $472,170 | +226.6% | 3,822 | +2288.8% | 0.04% | +223.1% |
| UniCredit Spa NPV | $465,639 | -2.4% | 12,555 | 0.0% | 0.04% | -4.5% | ||
| TSLA | Buy | Tesla Inc | $454,135 | +16.1% | 2,295 | +3.1% | 0.04% | +13.9% |
| CL | Buy | Colgate-Palmolive Company | $457,544 | +8.2% | 4,715 | +0.4% | 0.04% | +5.1% |
| NVO | Novo Nordisk A/S Sponsored ADR Class B | $441,067 | +10.4% | 3,090 | 0.0% | 0.04% | +5.4% | |
| V | Sell | Visa Inc. Class A | $420,214 | -8.2% | 1,601 | -2.4% | 0.04% | -11.6% |
| DHR | Buy | Danaher Corporation | $406,945 | +80.5% | 1,627 | +80.4% | 0.04% | +71.4% |
| NFLX | Sell | Netflix, Inc. | $364,435 | +6.6% | 540 | -4.1% | 0.03% | +3.1% |
| IWM | Sell | iShares Russell 2000 ETFetf | $363,376 | -44.8% | 1,791 | -42.8% | 0.03% | -47.5% |
| IBM | IBM Corporation | $352,126 | -9.4% | 2,036 | 0.0% | 0.03% | -13.9% | |
| MAR | Marriott International, Inc. Class A | $352,017 | -4.2% | 1,456 | 0.0% | 0.03% | -8.8% | |
| CB | Buy | Chubb Limited | $343,101 | +15.7% | 1,341 | +17.5% | 0.03% | +10.7% |
| PM | Philip Morris International Inc. | $345,350 | +10.4% | 3,365 | 0.0% | 0.03% | +6.9% | |
| KRBN | KraneShares Global Carbon Strategy ETFetf | $348,015 | +5.8% | 10,695 | 0.0% | 0.03% | 0.0% | |
| PSLV | Sprott Physical Silver Trustetf | $319,448 | +19.8% | 32,170 | 0.0% | 0.03% | +16.0% | |
| RTX | Buy | Raytheon Technologies Corporation | $324,862 | +26.4% | 3,236 | +22.8% | 0.03% | +20.8% |
| ORLY | New | O'Reilly Automotive, Inc. | $311,538 | – | 295 | +100.0% | 0.03% | – |
| VTV | Sell | Vanguard Value ETFetf | $285,399 | -12.5% | 1,768 | -11.7% | 0.03% | -13.3% |
| CAT | Caterpillar Inc. | $289,464 | -9.1% | 869 | 0.0% | 0.03% | -13.3% | |
| NKE | NIKE, Inc. Class B | $273,744 | -20.1% | 3,632 | 0.0% | 0.02% | -25.0% | |
| EFAX | Sell | SPDR MSCI EAFE Fossil Fuel Free ETFetf | $260,598 | -2.0% | 6,389 | -0.0% | 0.02% | -8.0% |
| VT | Vanguard Intl Equity (index FDS TT WRLD ST Etf)etf | $242,943 | +1.9% | 2,157 | 0.0% | 0.02% | 0.0% | |
| CSX | CSX Corporation | $240,840 | -9.8% | 7,200 | 0.0% | 0.02% | -12.0% | |
| Shell PLC | $232,781 | +7.7% | 3,225 | 0.0% | 0.02% | +5.0% | ||
| ORCL | Oracle Corporation | $238,487 | +12.4% | 1,689 | 0.0% | 0.02% | +5.0% | |
| INTC | Sell | Intel Corporation | $233,700 | -32.8% | 7,546 | -4.1% | 0.02% | -34.4% |
| MMC | Marsh & McLennan Companies, Inc. | $225,049 | +2.3% | 1,068 | 0.0% | 0.02% | 0.0% | |
| VIG | Sell | Vanguard Dividend Appreciation ETFetf | $225,276 | -1.1% | 1,228 | -1.5% | 0.02% | -4.8% |
| General Electric Company | $219,538 | -9.4% | 1,381 | 0.0% | 0.02% | -13.0% | ||
| PFE | Sell | Pfizer Inc. | $212,508 | -1.7% | 7,595 | -2.5% | 0.02% | -5.0% |
| HSY | Hershey Company | $207,544 | -5.5% | 1,129 | 0.0% | 0.02% | -5.0% | |
| IJR | Sell | iShares Core S&P Small Cap ETFetf | $207,134 | -54.6% | 1,942 | -53.0% | 0.02% | -55.8% |
| Dimensional ETF (trust US Mktwide Value)etf | $196,625 | -4.0% | 5,007 | 0.0% | 0.02% | -5.3% | ||
| IRM | New | Iron Mountain Inc | $201,555 | – | 2,249 | +100.0% | 0.02% | – |
| AVGO | Broadcom Inc. | $205,508 | +21.1% | 128 | 0.0% | 0.02% | +12.5% | |
| ADI | Buy | Analog Devices, Inc. | $196,532 | +31.4% | 861 | +13.9% | 0.02% | +28.6% |
| MTB | M&T Bank Corporation | $206,304 | +4.1% | 1,363 | 0.0% | 0.02% | 0.0% | |
| ESGD | Sell | iShares TR Esg Aw (msci Eafe)etf | $190,884 | -65.6% | 2,423 | -65.1% | 0.02% | -67.3% |
| SLYV | Sell | SPDR S&P 600 Small Cap Value ETFetf | $184,577 | -23.8% | 2,357 | -19.3% | 0.02% | -26.1% |
| EMR | Emerson Electric Co. | $183,527 | -2.9% | 1,666 | 0.0% | 0.02% | -11.1% | |
| GIS | Sell | General Mills, Inc. | $183,201 | -14.8% | 2,896 | -5.8% | 0.02% | -20.0% |
| AMGN | Sell | Amgen Inc. | $176,222 | +1.3% | 564 | -7.8% | 0.02% | 0.0% |
| QUAL | iShares MSCI USA Quality Factor ETFetf | $165,296 | +3.9% | 968 | 0.0% | 0.02% | 0.0% | |
| SO | Southern Company | $167,163 | +8.1% | 2,155 | 0.0% | 0.02% | +7.1% | |
| MO | Altria Group Inc | $162,855 | +4.3% | 3,500 | 0.0% | 0.02% | 0.0% | |
| TGT | Sell | Target Corporation | $168,321 | -25.0% | 1,137 | -10.3% | 0.02% | -28.6% |
| HD | Sell | Home Depot, Inc. | $166,268 | -23.0% | 483 | -14.2% | 0.02% | -25.0% |
| A | Agilent Technologies, Inc. | $171,112 | -10.9% | 1,320 | 0.0% | 0.02% | -16.7% | |
| COP | Conocophillips | $157,844 | -10.1% | 1,380 | 0.0% | 0.01% | -12.5% | |
| XYL | Buy | Xylem Inc. | $160,315 | +11.2% | 1,182 | +5.9% | 0.01% | +7.7% |
| K | Kellogg Company | $153,486 | +0.7% | 2,661 | 0.0% | 0.01% | 0.0% | |
| ECL | Buy | Ecolab Inc | $155,890 | +656.7% | 655 | +636.0% | 0.01% | +600.0% |
| SYK | New | Stryker Corporation | $161,999 | – | 475 | +100.0% | 0.01% | – |
| SSTI | SoundThinking, Inc. | $160,910 | -23.3% | 13,211 | 0.0% | 0.01% | -30.0% | |
| ITW | Sell | Illinois Tool Works Inc. | $149,690 | -21.1% | 628 | -10.7% | 0.01% | -27.8% |
| MTD | New | Mettler-Toledo | $146,747 | – | 105 | +100.0% | 0.01% | – |
| TJX | Sell | TJX Companies Inc | $144,011 | +1.0% | 1,308 | -7.0% | 0.01% | 0.0% |
| ED | Sell | Consolidated Edison, Inc. | $146,291 | -11.1% | 1,636 | -9.8% | 0.01% | -13.3% |
| GLD | SPDR Gold TR Gold (SHS)etf | $140,832 | +4.5% | 655 | 0.0% | 0.01% | 0.0% | |
| NTRS | Northern Trust Corporation | $143,956 | -5.5% | 1,699 | 0.0% | 0.01% | -7.1% | |
| SCHP | Buy | Schwab Strategic TR (us TIPS Etf)etf | $128,933 | +32.5% | 2,479 | +32.9% | 0.01% | +33.3% |
| MMM | 3M Company | $129,883 | -3.7% | 1,271 | 0.0% | 0.01% | -7.7% | |
| CARR | Carrier Global Corp. | $139,637 | +8.8% | 2,207 | 0.0% | 0.01% | 0.0% | |
| CMI | Cummins Inc. | $137,911 | -6.0% | 498 | 0.0% | 0.01% | -14.3% | |
| ADBE | Adobe Incorporated | $129,996 | +10.1% | 234 | 0.0% | 0.01% | +9.1% | |
| TXN | Texas Instruments Incorporated | $133,059 | +11.7% | 684 | 0.0% | 0.01% | +9.1% | |
| MDY | SPDR S&P Midcap 400 ETF Trustetf | $134,269 | -3.6% | 250 | 0.0% | 0.01% | -7.7% | |
| MDLZ | Mondelez International, Inc. Class A | $122,443 | -6.5% | 1,859 | 0.0% | 0.01% | -8.3% | |
| OTIS | Otis Worldwide Corporation | $126,871 | -3.0% | 1,318 | 0.0% | 0.01% | -8.3% | |
| SRE | Sell | Sempra Energy | $125,448 | -10.5% | 1,636 | -15.5% | 0.01% | -15.4% |
| BX | Blackstone Group Inc | $117,734 | -5.8% | 951 | 0.0% | 0.01% | -8.3% | |
| RMD | New | Resmed Inc | $118,680 | – | 620 | +100.0% | 0.01% | – |
| PAYX | Buy | Paychex, Inc. | $110,854 | +169.5% | 935 | +179.1% | 0.01% | +150.0% |
| IJH | iShares Core S&P Mid-Cap ETFetf | $112,651 | -3.7% | 1,925 | 0.0% | 0.01% | -9.1% | |
| CVX | Buy | Chevron Corporation | $113,717 | +51.1% | 727 | +52.4% | 0.01% | +42.9% |
| VGK | Vanguard FTSE Europe ETFetf | $113,910 | -0.8% | 1,706 | 0.0% | 0.01% | -9.1% | |
| NEE | Sell | NextEra Energy, Inc. | $106,498 | +8.5% | 1,504 | -2.1% | 0.01% | +11.1% |
| WAT | Waters Corporation | $98,641 | -15.7% | 340 | 0.0% | 0.01% | -18.2% | |
| S | SentinelOne, Inc. Class A | $103,271 | -9.7% | 4,906 | 0.0% | 0.01% | -18.2% | |
| HSIC | Henry Schein, Inc. | $104,932 | -15.1% | 1,637 | 0.0% | 0.01% | -25.0% | |
| AZN | Astrazeneca PLC Spons ADR | $100,997 | +15.1% | 1,295 | 0.0% | 0.01% | +12.5% | |
| NVS | Novartis AG Sponsored ADR | $99,647 | +6.0% | 936 | 0.0% | 0.01% | 0.0% | |
| BSV | Buy | Vanguard BD Index (FDS Short TRM Bond)etf | $93,344 | +4.1% | 1,217 | +4.0% | 0.01% | 0.0% |
| BBY | Best Buy Co., Inc. | $88,128 | +2.7% | 1,034 | 0.0% | 0.01% | 0.0% | |
| IPG | Interpublic Group of Companies, Inc. | $90,179 | -10.8% | 3,100 | 0.0% | 0.01% | -11.1% | |
| DOV | Buy | Dover Corporation | $89,323 | +158.5% | 495 | +153.8% | 0.01% | +166.7% |
| DLR | Digital Realty Trust, Inc. | $88,949 | +5.6% | 585 | 0.0% | 0.01% | 0.0% | |
| TD | Buy | Toronto-Dominion Bank | $92,498 | +10.8% | 1,683 | +21.7% | 0.01% | 0.0% |
| BAC | Sell | Bank of America Corp | $89,939 | -0.7% | 2,261 | -5.4% | 0.01% | 0.0% |
| ES | Sell | Eversource Energy | $74,404 | -21.1% | 1,312 | -16.9% | 0.01% | -22.2% |
| BAX | Baxter International Inc. | $83,810 | -21.6% | 2,484 | 0.0% | 0.01% | -30.0% | |
| GOLD | Barrick Gold Corp | $81,549 | +0.2% | 4,889 | 0.0% | 0.01% | -12.5% | |
| PSX | Phillips 66 | $80,890 | -13.6% | 573 | 0.0% | 0.01% | -22.2% | |
| EMLP | New | First TR (exchange-Traded FD IV No Amer Energy)etf | $76,150 | – | 2,500 | +100.0% | 0.01% | – |
| USIG | Buy | iShares TR Usd Inv (grde Etf)etf | $79,382 | +7.8% | 1,581 | +9.0% | 0.01% | 0.0% |
| SAN | Banco Santander S.A. | $70,520 | -4.3% | 15,231 | 0.0% | 0.01% | -14.3% | |
| VEA | Sell | Vanguard FTSE Developed Markets ETFetf | $68,891 | -26.6% | 1,394 | -25.5% | 0.01% | -33.3% |
| RJF | New | Raymond James Financial, Inc. | $61,805 | – | 500 | +100.0% | 0.01% | – |
| WFC | Wells Fargo & Company | $58,143 | +2.5% | 979 | 0.0% | 0.01% | 0.0% | |
| APD | Sell | Air Products and Chemicals, Inc. | $56,771 | -1.0% | 220 | -6.4% | 0.01% | 0.0% |
| BMY | Bristol-Myers Squibb Company | $50,584 | -23.4% | 1,218 | 0.0% | 0.01% | -16.7% | |
| KMX | New | Carmax Inc. | $55,005 | – | 750 | +100.0% | 0.01% | – |
| DFAS | Dimensional ETF (trust US Small Cap Etf)etf | $55,153 | -3.6% | 918 | 0.0% | 0.01% | 0.0% | |
| DFAT | Dimensional ETF (trust US Targeted Vlu)etf | $50,625 | -4.7% | 976 | 0.0% | 0.01% | 0.0% | |
| DUK | Sell | Duke Energy Corporation | $59,938 | -16.6% | 598 | -19.5% | 0.01% | -28.6% |
| AJG | New | Arthur J. Gallagher & Co. | $51,862 | – | 200 | +100.0% | 0.01% | – |
| New | GE Vernova Inc Com | $58,999 | – | 344 | +100.0% | 0.01% | – | |
| INFY | Infosys LTD Spon ADR | $60,789 | +5.7% | 3,207 | 0.0% | 0.01% | 0.0% | |
| QQQ | Invesco QQQ Trustetf | $53,266 | +7.9% | 111 | 0.0% | 0.01% | 0.0% | |
| EFA | Sell | iShares MSCI EAFE ETFetf | $56,789 | -29.5% | 725 | -28.1% | 0.01% | -37.5% |
| USHY | iShares Broad USD High Yield ETFetf | $51,590 | -0.8% | 1,422 | 0.0% | 0.01% | 0.0% | |
| XEL | Sell | Xcel Energy, Inc. | $57,681 | -15.8% | 1,069 | -15.3% | 0.01% | -16.7% |
| CHD | New | Church & Dwight Co., Inc. | $46,656 | – | 450 | +100.0% | 0.00% | – |
| ITOT | Buy | iShares Core S&P Totl U.S. Stock Mkt ETFetf | $42,324 | +3.3% | 356 | +0.3% | 0.00% | 0.0% |
| SEDG | Solaredge | $44,256 | -64.4% | 1,752 | 0.0% | 0.00% | -66.7% | |
| ALL | Allstate Corp | $39,342 | -7.7% | 245 | 0.0% | 0.00% | 0.0% | |
| NGG | National Grid Spon | $43,432 | -7.9% | 692 | 0.0% | 0.00% | 0.0% | |
| GD | Sell | General Dynamics Corporation | $45,842 | -18.9% | 158 | -21.0% | 0.00% | -20.0% |
| GSK PLC Spon Ads | $45,106 | -10.1% | 1,160 | 0.0% | 0.00% | -20.0% | ||
| ZBH | Zimmer Biomet Holdings, Inc. | $46,227 | -17.7% | 425 | 0.0% | 0.00% | -20.0% | |
| BP | BP P.L.C. Sponsored ADR | $40,432 | -4.2% | 1,120 | 0.0% | 0.00% | 0.0% | |
| WSO | New | Watsco, Inc. | $46,324 | – | 100 | +100.0% | 0.00% | – |
| SBUX | Sell | Starbucks Corporation | $46,866 | -36.4% | 602 | -25.3% | 0.00% | -42.9% |
| EXPD | Buy | Expeditor's International | $37,437 | +167.8% | 300 | +160.9% | 0.00% | +200.0% |
| AEP | American Electric Power Company, Inc. | $35,359 | +1.9% | 403 | 0.0% | 0.00% | 0.0% | |
| CVS | Buy | CVS Health Corporation | $38,980 | -1.1% | 660 | +33.6% | 0.00% | -25.0% |
| FISV | New | Fiserv, Inc. | $29,808 | – | 200 | +100.0% | 0.00% | – |
| AEE | Ameren Corporation | $32,000 | -3.9% | 450 | 0.0% | 0.00% | 0.0% | |
| SHW | Sell | Sherwin-Williams Company | $38,796 | -41.5% | 130 | -31.9% | 0.00% | -50.0% |
| D | Sell | Dominion Resources, Inc. | $30,772 | -38.6% | 628 | -38.4% | 0.00% | -40.0% |
| CMG | Buy | Chipotle Mexican Grill Inc. | $37,590 | +61.6% | 600 | +7400.0% | 0.00% | +50.0% |
| DRI | Darden Restaurants, Inc. | $37,830 | -9.5% | 250 | 0.0% | 0.00% | -25.0% | |
| DTE | DTE Energy Company | $28,008 | -1.0% | 250 | 0.0% | 0.00% | 0.0% | |
| CRWD | Crowdstrike HLDGS | $34,870 | +19.5% | 91 | 0.0% | 0.00% | 0.0% | |
| IAU | Sell | iShares Gold TR (ishares New)etf | $30,883 | -66.9% | 703 | -68.4% | 0.00% | -66.7% |
| PEG | Public Service Enterprise Group Inc | $36,850 | +10.4% | 500 | 0.0% | 0.00% | 0.0% | |
| SHYG | Sell | iShares Trust 0-5YR (high Yield Corp BD Isin #us46434v4077)etf | $31,650 | -14.4% | 750 | -13.7% | 0.00% | 0.0% |
| MTUM | Sell | iShares MSCI USA Momentum Factor ETFetf | $32,543 | -49.5% | 167 | -51.5% | 0.00% | -50.0% |
| BKNG | Buy | Booking Holdings Inc. | $31,692 | +74.7% | 8 | +60.0% | 0.00% | +50.0% |
| VFH | Vanguard Financials ETFetf | $28,898 | -2.0% | 288 | 0.0% | 0.00% | 0.0% | |
| MCO | Moody's Corporation | $17,851 | +7.1% | 42 | 0.0% | 0.00% | 0.0% | |
| New | Labcorp Holdings Inc | $25,846 | – | 127 | +100.0% | 0.00% | – | |
| IUSG | iShares Core Russell U.S. Growth ETFetf | $26,898 | +8.8% | 211 | 0.0% | 0.00% | 0.0% | |
| STT | State Street Corporation | $22,052 | -5.1% | 298 | 0.0% | 0.00% | 0.0% | |
| SPYV | SPDR Portfolio S&P 500 Value ETFetf | $27,733 | -2.7% | 569 | 0.0% | 0.00% | -33.3% | |
| DHI | D.R. Horton Inc. | $19,307 | -14.4% | 137 | 0.0% | 0.00% | 0.0% | |
| MA | Sell | Mastercard Inc. | $26,470 | -11.3% | 60 | -3.2% | 0.00% | -33.3% |
| FDX | Sell | Fedex Corporation | $22,592 | -43.0% | 75 | -44.9% | 0.00% | -50.0% |
| AMAT | New | Applied Materials Inc. | $23,599 | – | 100 | +100.0% | 0.00% | – |
| ARVN | Arvinas, Inc. | $18,634 | -35.5% | 700 | 0.0% | 0.00% | -33.3% | |
| KMB | Sell | Kimberly Clark Corp. (KMB Csus) | $24,399 | -34.9% | 175 | -39.2% | 0.00% | -33.3% |
| UNH | Sell | UnitedHealth Group | $22,917 | -27.6% | 45 | -29.7% | 0.00% | -33.3% |
| BDX | Becton, Dickinson and Company | $21,268 | -5.6% | 91 | 0.0% | 0.00% | 0.0% | |
| VGLT | Sell | Vanguard Long-Term Govt BD ETFetf | $20,938 | -62.4% | 363 | -61.4% | 0.00% | -60.0% |
| CME | Cme Group Inc | $27,917 | -8.7% | 142 | 0.0% | 0.00% | -33.3% | |
| NXPI | New | NXP Semiconductors | $27,551 | – | 102 | +100.0% | 0.00% | – |
| NSC | Norfolk Southern Corporation | $17,819 | -15.8% | 83 | 0.0% | 0.00% | 0.0% | |
| GE Healthcare | $22,441 | -14.3% | 288 | 0.0% | 0.00% | 0.0% | ||
| MOS | Mosaic Company | $21,675 | -11.0% | 750 | 0.0% | 0.00% | 0.0% | |
| CPK | Chesapeake Utilities Corporation | $18,697 | -1.0% | 175 | 0.0% | 0.00% | 0.0% | |
| EW | Buy | Edwards Lifesciences Corporation | $18,659 | +25.2% | 202 | +29.5% | 0.00% | +100.0% |
| AMD | Advanced Micro Devices Inc. | $23,196 | -10.1% | 143 | 0.0% | 0.00% | 0.0% | |
| WDAY | Workday Inc Com | $27,498 | -18.0% | 123 | 0.0% | 0.00% | -33.3% | |
| PGC | Peapack-Gladstone Financial Corporation | $27,882 | -6.9% | 1,231 | 0.0% | 0.00% | -33.3% | |
| VNQ | Sell | Vanguard Real Estate ETFetf | $16,789 | -90.5% | 198 | -90.4% | 0.00% | -88.2% |
| BTG | Buy | B2gold Corp Com | $20,971 | +5.9% | 7,767 | +2.4% | 0.00% | 0.0% |
| TREX | Buy | Trex Company Inc. | $17,122 | +1.0% | 231 | +35.9% | 0.00% | 0.0% |
| URI | United Rentals Inc | $25,222 | -10.3% | 39 | 0.0% | 0.00% | -33.3% | |
| SONY | Sony Corp. ADR | $19,284 | -0.9% | 227 | 0.0% | 0.00% | 0.0% | |
| WSM | Williams-Sonoma, Inc. | $17,225 | -11.1% | 61 | 0.0% | 0.00% | 0.0% | |
| ROP | Buy | Roper Technologies, Inc. | $25,365 | +50.8% | 45 | +50.0% | 0.00% | 0.0% |
| AGCO | Agco Corp | $14,193 | -20.4% | 145 | 0.0% | 0.00% | -50.0% | |
| LECO | Lincoln Electric Holding Inc. | $9,846 | -26.1% | 52 | 0.0% | 0.00% | 0.0% | |
| MPWR | Monolithic Power | $8,229 | +21.2% | 10 | 0.0% | 0.00% | 0.0% | |
| KR | New | Kroger Co/The | $10,635 | – | 213 | +100.0% | 0.00% | – |
| NEM | Sell | Newmont Mining Corp. | $8,667 | -45.3% | 207 | -53.2% | 0.00% | 0.0% |
| NI | Nisource, Inc. | $14,405 | +4.2% | 500 | 0.0% | 0.00% | 0.0% | |
| USMV | iShares MSCI USA Min Vol Factor ETFetf | $12,006 | +0.5% | 143 | 0.0% | 0.00% | 0.0% | |
| EFG | iShares MSCI EAFE Growth ETFetf | $8,593 | -1.4% | 84 | 0.0% | 0.00% | 0.0% | |
| NUE | Sell | Nucor Corporation | $16,179 | -22.4% | 102 | -2.9% | 0.00% | -50.0% |
| SUSA | iShares MSCI USA ESG Select ETFetf | $15,282 | +2.9% | 136 | 0.0% | 0.00% | 0.0% | |
| IYR | Sell | iShares U.S. Real Estate ETFetf | $11,933 | -21.9% | 136 | -20.0% | 0.00% | 0.0% |
| LQD | iShares iBoxx $invst Grade CRP Bondetf | $7,391 | -1.7% | 69 | 0.0% | 0.00% | 0.0% | |
| PYPL | Sell | PayPal Holdings, Inc. | $13,173 | -16.7% | 227 | -3.8% | 0.00% | 0.0% |
| PRF | Invesco FTSE RAFI US 1000 ETFetf | $7,211 | -1.3% | 190 | 0.0% | 0.00% | 0.0% | |
| HUBB | Hubbell Inc Com | $10,233 | -11.9% | 28 | 0.0% | 0.00% | 0.0% | |
| HPE | Buy | Hewlett Packard | $8,224 | +30.4% | 386 | +9.3% | 0.00% | 0.0% |
| HIG | Hartford Financial Services Group, Inc. | $15,152 | -2.4% | 150 | 0.0% | 0.00% | 0.0% | |
| RL | Ralph Lauren Corp | $6,684 | -6.7% | 38 | 0.0% | 0.00% | 0.0% | |
| Haleon PLC Spon Ads | $11,985 | -3.9% | 1,451 | 0.0% | 0.00% | 0.0% | ||
| GFI | Gold Fields LTD Spon | $12,844 | -6.2% | 862 | 0.0% | 0.00% | 0.0% | |
| RY | Royal Bank Of Canada | $10,988 | +5.5% | 103 | 0.0% | 0.00% | 0.0% | |
| GILD | New | Gilead Sciences Inc | $13,722 | – | 200 | +100.0% | 0.00% | – |
| SPEM | SPDR Portfolio (emerging Markets Etf)etf | $7,383 | +4.1% | 196 | 0.0% | 0.00% | 0.0% | |
| FTV | New | Fortive Corp. | $11,115 | – | 150 | +100.0% | 0.00% | – |
| EBND | Sell | SPDR Bloomberg Barclays Emerging MKTS Local Bond FDetf | $11,298 | -78.1% | 568 | -77.4% | 0.00% | -80.0% |
| SDY | Buy | SPDR S&P Dividend ETFetf | $15,670 | -2.4% | 123 | +0.8% | 0.00% | 0.0% |
| CRM | Sell | Salesforce, Inc. | $16,712 | -18.5% | 65 | -4.4% | 0.00% | -50.0% |
| SCHW | Sell | Charles Schwab Corp. | $13,117 | -14.5% | 178 | -16.0% | 0.00% | 0.0% |
| AGM | Federal Agricultural | $8,318 | -8.1% | 46 | 0.0% | 0.00% | 0.0% | |
| EVRG | Evergy, Inc. | $15,838 | -0.8% | 299 | 0.0% | 0.00% | 0.0% | |
| EMN | Sell | Eastman Chemical Co., Inc. | $8,001 | -65.0% | 81 | -64.2% | 0.00% | -50.0% |
| SHOP | Shopify, Inc. Class A | $15,852 | -14.4% | 240 | 0.0% | 0.00% | -50.0% | |
| New | Solventum Corp Com | $16,763 | – | 317 | +100.0% | 0.00% | – | |
| SRCL | New | Stericycle Inc. | $11,626 | – | 200 | +100.0% | 0.00% | – |
| FIX | Comfort Systems USA | $8,211 | -4.3% | 27 | 0.0% | 0.00% | 0.0% | |
| TRGP | Targa Resources Corp. | $9,530 | +15.0% | 74 | 0.0% | 0.00% | 0.0% | |
| C | Sell | Citigroup Inc. | $10,852 | -30.2% | 171 | -30.5% | 0.00% | 0.0% |
| TRV | Travelers Companies, Inc. | $13,420 | -11.6% | 66 | 0.0% | 0.00% | 0.0% | |
| CM | Canadian Imp BK Comm | $6,910 | -6.2% | 143 | 0.0% | 0.00% | 0.0% | |
| CI | Cigna Corporation | $10,248 | -9.0% | 31 | 0.0% | 0.00% | 0.0% | |
| VGIT | Sell | Vanguard Intermediate-Term Treasury ETFetf | $12,985 | -82.1% | 223 | -82.0% | 0.00% | -85.7% |
| VBK | Sell | Vanguard Small Cap Growth ETFetf | $14,532 | -61.6% | 58 | -60.0% | 0.00% | -75.0% |
| BMO | Bank Of Montreal Com | $16,758 | -14.2% | 200 | 0.0% | 0.00% | -50.0% | |
| VMC | Vulcan Materials Co | $13,429 | -8.9% | 54 | 0.0% | 0.00% | 0.0% | |
| WK Kellogg Co Com | $8,444 | -12.4% | 513 | 0.0% | 0.00% | 0.0% | ||
| LAZR | Luminar Technologies, Inc. Class A | $16,564 | -24.4% | 11,117 | 0.0% | 0.00% | -50.0% | |
| AGO | Assured Guaranty LTD | $10,107 | -11.6% | 131 | 0.0% | 0.00% | 0.0% | |
| NVT | Nvent Electric PLC | $12,717 | +1.6% | 166 | 0.0% | 0.00% | 0.0% | |
| GOLF | Acushnet HLDGS Corp | $11,934 | -3.8% | 188 | 0.0% | 0.00% | 0.0% | |
| ARKK | ARK Innovation ETFetf | $10,724 | -12.2% | 244 | 0.0% | 0.00% | 0.0% | |
| RCL | Royal Caribbean | $15,943 | +14.7% | 100 | 0.0% | 0.00% | 0.0% | |
| FB | Meta Platforms Inc. Class A | $5,042 | +3.8% | 10 | 0.0% | 0.00% | – | |
| Sandoz Group AG Spon | $217 | +19.9% | 6 | 0.0% | 0.00% | – | ||
| URG | New | Ur-Energy Inc Com | $234 | – | 167 | +100.0% | 0.00% | – |
| Exit | Av-Intel Inc. | $0 | – | -1 | -100.0% | 0.00% | – | |
| FSR | New | Fisker Inc CL A Com | $1 | – | 33 | +100.0% | 0.00% | – |
| F | Buy | Ford Motor Company | $4,000 | +21.5% | 319 | +28.6% | 0.00% | – |
| BNDX | Sell | Vanguard Total Intl Bond Index ETFetf | $4,916 | -87.8% | 101 | -87.7% | 0.00% | -100.0% |
| NGL | New | NGL Energy Partners LP | $546 | – | 108 | +100.0% | 0.00% | – |
| LHX | Sell | L3harris | $674 | -95.0% | 3 | -95.2% | 0.00% | -100.0% |
| MRNA | Moderna, Inc. | $1,188 | +11.4% | 10 | 0.0% | 0.00% | – | |
| NAT | New | Nordic American | $316 | – | 77 | +100.0% | 0.00% | – |
| CRSP | CRISPR Therapeutics AG | $540 | -20.8% | 10 | 0.0% | 0.00% | – | |
| ZIM | New | Zim Integrated | $2,971 | – | 134 | +100.0% | 0.00% | – |
| Lithos Group LTD Com | $208 | -60.4% | 1,000 | 0.0% | 0.00% | – | ||
| Buy | Lucid Group, Inc. | $1,227 | -1.4% | 470 | +7.6% | 0.00% | – | |
| VFC | Exit | V F Corp | $0 | – | -82 | -100.0% | 0.00% | – |
| SQ | New | Block Inc CL A | $4,256 | – | 66 | +100.0% | 0.00% | – |
| CMCSA | Sell | Comcast Corporation Class A | $5,365 | -80.7% | 137 | -78.6% | 0.00% | -100.0% |
| ORN | Exit | Orion Cap. Corp. | $0 | – | -16 | -100.0% | 0.00% | – |
| VIV | Telefonica Brasil SA | $170 | -18.7% | 21 | 0.0% | 0.00% | – | |
| TERA | Teraforce Technology Corporation | $0 | – | 2,000 | 0.0% | 0.00% | – | |
| TEVA | New | Teva Pharmaceutical Industries LTD ADR | $536 | – | 33 | +100.0% | 0.00% | – |
| Discovery Lithium | $91 | -52.6% | 1,000 | 0.0% | 0.00% | – | ||
| SOBKY | New | Softbank Corp. | $452 | – | 37 | +100.0% | 0.00% | – |
| Embecta Corporation | $238 | -5.6% | 19 | 0.0% | 0.00% | – | ||
| TIMB | Tim S.A. Spon Ads | $292 | -18.9% | 20 | 0.0% | 0.00% | – | |
| CHPT | ChargePoint Holdings, Inc. Class A | $294 | -20.8% | 195 | 0.0% | 0.00% | – | |
| XLE | Energy Select Sector SPDR Fundetf | $5,287 | -3.5% | 58 | 0.0% | 0.00% | -100.0% | |
| CG | New | Carlyle Group Inc/The | $2,891 | – | 72 | +100.0% | 0.00% | – |
| New | United STS Nat Gas (FD LP Unit Par)etf | $139 | – | 8 | +100.0% | 0.00% | – | |
| SLYG | SPDR S&P 600 Small Cap Growth ETFetf | $2,748 | -1.5% | 32 | 0.0% | 0.00% | – | |
| RWO | SPDR Dow Jones Global Real Estate ETFetf | $2,201 | -3.0% | 53 | 0.0% | 0.00% | – | |
| GPS | Gap Inc Com | $1,963 | -13.3% | 82 | 0.0% | 0.00% | – | |
| RHHBY | New | Roche Holdings AG Basel ADR | $1,213 | – | 35 | +100.0% | 0.00% | – |
| RHI | Robert Half Inc Com | $1,065 | -19.3% | 17 | 0.0% | 0.00% | – | |
| New | ProShares TR II Vix (SH TRM Futrs)etf | $11 | – | 1 | +100.0% | 0.00% | – | |
| Hollund Indl Marine | $0 | – | 200 | 0.0% | 0.00% | – | ||
| New | Virgin Galactic | $25 | – | 3 | +100.0% | 0.00% | – | |
| AGR | Sell | Avangrid Inc Com | $4,065 | -83.4% | 113 | -83.2% | 0.00% | -100.0% |
| PLUG | New | Plug Power Inc. | $154 | – | 66 | +100.0% | 0.00% | – |
| Sell | Warner Bros. Discovery, Inc. Series A | $52 | -99.6% | 7 | -99.5% | 0.00% | -100.0% | |
| PNW | Sell | Pinnacle West | $5,576 | -61.3% | 73 | -62.2% | 0.00% | -100.0% |
| AEO | New | American Eagle | $679 | – | 34 | +100.0% | 0.00% | – |
| PDBC | Invesco Actvely MNGD (etc FD TR Optimum Yield)etf | $141 | +1.4% | 10 | 0.0% | 0.00% | – | |
| OC | New | Owens Corning | $2,773 | – | 16 | +100.0% | 0.00% | – |
| IJS | iShares S&P Smallcap (600 Value Index Fund)etf | $2,529 | -5.4% | 26 | 0.0% | 0.00% | – | |
| NTR | New | Nutrien LTD Com NPV | $720 | – | 14 | +100.0% | 0.00% | – |
| ZimVie Inc. | $1,515 | +10.7% | 83 | 0.0% | 0.00% | – | ||
| BGRN | Sell | iShares TR Usd GRN (bond Etf)etf | $791 | -98.6% | 17 | -98.6% | 0.00% | -100.0% |
| VOT | Exit | Vanguard Mid-Cap Growth ETFetf | $0 | – | -44 | -100.0% | -0.00% | – |
| ALB | Exit | Albemarle, Corp. | $0 | – | -46 | -100.0% | -0.00% | – |
| AWK | Exit | American Water Works Company, Inc. | $0 | – | -130 | -100.0% | -0.00% | – |
| PPG | Exit | PPG Industries, Inc. | $0 | – | -95 | -100.0% | -0.00% | – |
| DAR | Exit | Darling Ingredients | $0 | – | -322 | -100.0% | -0.00% | – |
| EL | Exit | Estee Lauder Companies Inc. Class A | $0 | – | -92 | -100.0% | -0.00% | – |
| MTCH | Exit | Match Group Inc New | $0 | – | -429 | -100.0% | -0.00% | – |
| SYY | Exit | Sysco Corporation | $0 | – | -170 | -100.0% | -0.00% | – |
| VWO | Exit | Vanguard FTSE Emerging Markets ETFetf | $0 | – | -330 | -100.0% | -0.00% | – |
| TWLO | Exit | Twilio Inc CL A | $0 | – | -241 | -100.0% | -0.00% | – |
| MSCI | Exit | MSCI Inc. | $0 | – | -27 | -100.0% | -0.00% | – |
| HON | Exit | Honeywell International Inc. | $0 | – | -97 | -100.0% | -0.00% | – |
| UPS | Exit | United Parcel Service Inc | $0 | – | -130 | -100.0% | -0.00% | – |
| ADM | Exit | Archer Daniels Midland Co. | $0 | – | -280 | -100.0% | -0.00% | – |
| T | Exit | AT&T Inc. | $0 | – | -1,288 | -100.0% | -0.00% | – |
| RS | Exit | Reliance Inc Com NPV | $0 | – | -61 | -100.0% | -0.00% | – |
| EEM | Exit | iShares MSCI Emerging Markets ETFetf | $0 | – | -700 | -100.0% | -0.00% | – |
| LH | Exit | Lab Corp of America Holdings | $0 | – | -127 | -100.0% | -0.00% | – |
| VZ | Exit | Verizon Communications Inc. | $0 | – | -1,190 | -100.0% | -0.01% | – |
| VSS | Exit | Vanguard FTSE All World (ex-Us) Small Cap Index Fundetf | $0 | – | -700 | -100.0% | -0.01% | – |
| VNQI | Exit | Vanguard Global Ex-US Real Estate ETFetf | $0 | – | -2,386 | -100.0% | -0.01% | – |
| SCHA | Exit | Schwab Strategic TR (us Small-Cap Etf)etf | $0 | – | -2,350 | -100.0% | -0.01% | – |
| ESGE | Exit | iShares Inc Esg Awr (msci Em)etf | $0 | – | -7,291 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF Trust | 3 | Q2 2024 | 21.4% |
| JP Morgan USD UltraShort Income ETF | 3 | Q2 2024 | 12.7% |
| iShares Ultra Short-Term Bond ETF | 3 | Q2 2024 | 5.3% |
| Microsoft Corporation | 3 | Q2 2024 | 4.2% |
| Amazon.com, Inc. | 3 | Q2 2024 | 4.3% |
| Eli Lilly and Company | 3 | Q2 2024 | 3.5% |
| Amphenol Corporation Class A | 3 | Q2 2024 | 3.5% |
| Costco Wholesale Corporation | 3 | Q2 2024 | 3.2% |
| Quanta Services Com | 3 | Q2 2024 | 2.7% |
| Vertex Pharmaceuticals Incorporated | 3 | Q2 2024 | 2.5% |
View FOSTER DYKEMA CABOT & PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-14 |
View FOSTER DYKEMA CABOT & PARTNERS, 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.