$633 Thousand is the total value of RESOURCES MANAGEMENT CORP /CT/ /ADV's 457 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - . RESOURCES MANAGEMENT CORP /CT/ /ADV is a registered-investment adviser.
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCI | New | SERVICE CORP INTERNATIONALordinary share | $248 | – | 3,585 | +100.0% | 0.04% | – |
| New | RXO ORD WIordinary share | $99 | – | 5,734 | +100.0% | 0.02% | – | |
| NOW | New | SERVICENOW INCordinary share | $58 | – | 150 | +100.0% | 0.01% | – |
| New | CONSTELLATION ENERGY ORD WIordinary share | $34 | – | 400 | +100.0% | 0.01% | – | |
| SNOW | New | SNOWFLAKE CL A ORDordinary share | $8 | – | 57 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 22 | Q2 2024 | 6.9% |
| MICROSOFT CORP | 22 | Q2 2024 | 6.2% |
| JPMORGAN CHASE & CO | 22 | Q2 2024 | 3.8% |
| NEXTERA ENERGY INC | 22 | Q2 2024 | 3.7% |
| MCDONALD'S CORP | 22 | Q2 2024 | 3.3% |
| JOHNSON & JOHNSON | 22 | Q2 2024 | 2.9% |
| HOME DEPOT INC | 22 | Q2 2024 | 2.7% |
| AMPHENOL CORP CLASS A | 22 | Q2 2024 | 3.6% |
| ACCENTURE PLC CLASS A | 22 | Q2 2024 | 2.8% |
| PROCTER & GAMBLE CO | 22 | Q2 2024 | 2.5% |
View RESOURCES MANAGEMENT CORP /CT/ /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR/A | 2024-02-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-08-16 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-15 |
View RESOURCES MANAGEMENT CORP /CT/ /ADV'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.