$641 Thousand is the total value of RESOURCES MANAGEMENT CORP /CT/ /ADV's 449 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 13.2% . RESOURCES MANAGEMENT CORP /CT/ /ADV is a registered-investment adviser.
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INCordinary share | $44,063 | +12936.4% | 227,164 | +2604.3% | 6.88% | +12633.3% |
| MSFT | Buy | MICROSOFT CORPordinary share | $38,399 | +2702.8% | 112,760 | +1373.2% | 5.99% | +2623.6% |
| MCD | Buy | MCDONALD'S CORPordinary share | $21,289 | +92460.9% | 71,340 | +22193.8% | 3.32% | +82950.0% |
| JPM | Buy | JPMORGAN CHASE & COordinary share | $20,204 | +508.7% | 138,913 | +267.7% | 3.15% | +490.4% |
| NEE | Buy | NEXTERA ENERGY INCordinary share | $17,871 | +162363.6% | 240,845 | +26660.6% | 2.79% | +139350.0% |
| APH | Buy | AMPHENOL CORP CLASS Aordinary share | $16,856 | +2055.5% | 198,428 | +2207.3% | 2.63% | +1987.3% |
| ACN | Buy | ACCENTURE PLC CLASS Aordinary share | $15,401 | +375.0% | 49,910 | +20.5% | 2.40% | +361.2% |
| HD | Buy | HOME DEPOT INCordinary share | $15,141 | +137545.5% | 48,740 | +4774.0% | 2.36% | +118050.0% |
| JNJ | Buy | JOHNSON & JOHNSONordinary share | $14,878 | +40110.8% | 89,885 | +49836.1% | 2.32% | +38600.0% |
| PEP | Buy | PEPSICO INCordinary share | $14,232 | +7593.0% | 76,840 | +642.2% | 2.22% | +7303.3% |
| PG | Buy | PROCTER & GAMBLE COordinary share | $13,653 | +579.3% | 89,975 | +298.9% | 2.13% | +559.8% |
| DHR | Buy | DANAHER CORPordinary share | $12,219 | +39316.1% | 50,912 | +17639.4% | 1.91% | +38040.0% |
| TJX | Buy | TJX COMPANIES INCordinary share | $11,361 | -13.1% | 133,993 | +158.4% | 1.77% | -15.7% |
| ITW | Buy | ILLINOIS TOOL WORKS INCordinary share | $10,961 | +2996.3% | 43,816 | +1308.0% | 1.71% | +2901.8% |
| GOOGL | Buy | ALPHABET INC CLASS Aordinary share | $9,903 | +13654.2% | 82,733 | +8124.0% | 1.54% | +12775.0% |
| CVX | Buy | CHEVRON CORPordinary share | $9,187 | +18649.0% | 58,383 | +36389.4% | 1.43% | +17825.0% |
| UPS | Buy | UNITED PARCEL SERVICE INC (UPS) CLASS Bordinary share | $8,944 | +99277.8% | 49,895 | +20182.5% | 1.40% | +139500.0% |
| CVS | Buy | CVS HEALTH CORPordinary share | $8,715 | +639.2% | 126,066 | +3202.8% | 1.36% | +615.8% |
| AVGO | Buy | BROADCOM LTDordinary share | $8,478 | – | 9,774 | +3809.6% | 1.32% | – |
| COST | Buy | COSTCO WHOLESALE CORPordinary share | $8,054 | +19543.9% | 14,960 | +1396.0% | 1.26% | +17857.1% |
| HON | Buy | HONEYWELL INTERNATIONAL INCordinary share | $7,110 | -30.8% | 34,264 | +123.2% | 1.11% | -32.8% |
| ABT | Buy | ABBOTT LABORATORIESordinary share | $6,996 | +349700.0% | 64,174 | +64074.0% | 1.09% | – |
| TD | Buy | TORONTO-DOMINION BANKordinary share | $6,832 | +341500.0% | 110,168 | +166821.2% | 1.07% | – |
| PFE | Buy | PFIZER INCordinary share | $6,265 | +2356.9% | 170,814 | +11100.9% | 0.98% | +2285.4% |
| UNH | Buy | UNITEDHEALTH GROUP INCordinary share | $5,915 | +84.3% | 12,307 | +81.3% | 0.92% | +78.9% |
| RTX | New | RAYTHEON TECHNOLOGIES ORDordinary share | $5,912 | – | 60,346 | +100.0% | 0.92% | – |
| ORCL | Buy | ORACLE CORPORATIONordinary share | $5,883 | +267.5% | 49,398 | +1535.7% | 0.92% | +257.2% |
| VAW | Buy | VANGUARD MATERIALS ETFequity etf | $5,730 | +1164.9% | 31,489 | +2515.4% | 0.89% | +1124.7% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INCordinary share | $5,281 | +554.4% | 24,028 | +39.7% | 0.82% | +533.8% |
| BAC | Buy | BANK OF AMERICA CORPORATIONordinary share | $5,155 | -21.3% | 179,670 | +1660.4% | 0.80% | -23.6% |
| QCOM | Buy | QUALCOMM INCordinary share | $4,878 | +561.0% | 40,981 | +66.2% | 0.76% | +539.5% |
| SYK | Buy | STRYKER CORPORATIONordinary share | $4,872 | +434.2% | 15,970 | +318.4% | 0.76% | +417.0% |
| STZ | Buy | CONSTELLATION BRANDS INC CLASS Aordinary share | $4,486 | +858.5% | 18,225 | +228.4% | 0.70% | +833.3% |
| CSCO | Buy | CISCO SYSTEMS INCordinary share | $4,481 | +951.9% | 86,612 | +4929.7% | 0.70% | +913.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB COMPANYordinary share | $4,358 | +3689.6% | 68,141 | +1042.9% | 0.68% | +3677.8% |
| PNC | Buy | PNC FINANCIAL SERVICES GROUP INCordinary share | $4,216 | +32330.8% | 33,473 | +13289.2% | 0.66% | +32800.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHINES CORPordinary share | $4,026 | +385.1% | 30,086 | +172.4% | 0.63% | +372.2% |
| TSCO | Buy | TRACTOR SUPPLY COordinary share | $3,862 | +13692.9% | 17,467 | +5114.0% | 0.60% | +11960.0% |
| DIS | Buy | WALT DISNEY COordinary share | $3,613 | +361200.0% | 40,468 | +7993.6% | 0.56% | – |
| VLO | Buy | VALERO ENERGY CORPordinary share | $3,344 | +13833.3% | 28,510 | +9403.3% | 0.52% | +12950.0% |
| PLD | Buy | PROLOGIS INCordinary share | $3,346 | +710.2% | 27,288 | +234.7% | 0.52% | +690.9% |
| LMT | Buy | LOCKHEED MARTIN CORPordinary share | $3,093 | +1401.5% | 6,718 | +646.4% | 0.48% | +1363.6% |
| LOW | Buy | LOWE'S COMPANIES INCordinary share | $3,032 | +15857.9% | 13,432 | +13332.0% | 0.47% | +15666.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INCordinary share | $2,985 | +6118.8% | 80,271 | +17857.7% | 0.47% | +5725.0% |
| TMUS | Buy | T-MOBILE US INCordinary share | $2,948 | +147300.0% | 21,224 | +12841.5% | 0.46% | – |
| WMT | Buy | WAL-MART STORES INCordinary share | $2,930 | +350.1% | 18,641 | +20.3% | 0.46% | +335.2% |
| ES | Buy | EVERSOURCE ENERGYordinary share | $2,906 | +5281.5% | 40,979 | +1420.6% | 0.45% | +4933.3% |
| DUK | Buy | DUKE ENERGY CORPORATIONordinary share | $2,575 | +21358.3% | 28,694 | +14690.7% | 0.40% | +20000.0% |
| EMR | Buy | EMERSON ELECTRIC COordinary share | $2,499 | +83200.0% | 27,642 | +27542.0% | 0.39% | – |
| AMZN | Buy | AMAZON.COM INCordinary share | $2,336 | +476.8% | 17,922 | +831.0% | 0.36% | +461.5% |
| TT | Buy | TRANE TECHNOLOGIES PLCordinary share | $2,296 | +10833.3% | 12,007 | +4266.2% | 0.36% | +11833.3% |
| PKG | Buy | PACKAGING CORP OF AMERICAordinary share | $2,271 | +416.1% | 17,186 | +1241.6% | 0.35% | +398.6% |
| SBUX | Buy | STARBUCKS CORPordinary share | $2,242 | +1258.8% | 22,636 | +2820.8% | 0.35% | +1196.3% |
| CRWD | Buy | CROWDSTRIKE HOLDINGS INCordinary share | $2,199 | +1346.7% | 14,972 | +341.7% | 0.34% | +1329.2% |
| SRC | Buy | SPIRIT REALTY CAPITAL INCordinary share | $2,191 | +406.0% | 55,641 | +574.4% | 0.34% | +388.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INCordinary share | $2,192 | +16761.5% | 4,202 | +1300.7% | 0.34% | +17000.0% |
| ADI | Buy | ANALOG DEVICES INCordinary share | $2,183 | +392.8% | 11,207 | +66.0% | 0.34% | +380.3% |
| IVV | Buy | ISHARES CORE S&P 500 ETFequity etf | $2,121 | +42320.0% | 4,758 | +18932.0% | 0.33% | +33000.0% |
| GILD | Buy | GILEAD SCIENCES INCordinary share | $2,077 | +103750.0% | 26,952 | +19573.0% | 0.32% | – |
| BMO | Buy | BANK OF MONTREALordinary share | $2,066 | +902.9% | 22,880 | +2026.4% | 0.32% | +875.8% |
| V | Buy | VISA INC CLASS Aordinary share | $1,972 | +98500.0% | 8,303 | +4136.2% | 0.31% | – |
| LRCX | Buy | LAM RESEARCH CORPordinary share | $1,956 | +1586.2% | 3,042 | +350.7% | 0.30% | +1505.3% |
| LULU | Buy | LULULEMON ATHLETICA INCordinary share | $1,816 | +90700.0% | 4,798 | +1499.3% | 0.28% | – |
| ZTS | Buy | ZOETIS INCordinary share | $1,764 | +470.9% | 10,242 | +216.7% | 0.28% | +450.0% |
| APD | Buy | AIR PRODUCTS & CHEMICALS INCordinary share | $1,726 | +2596.9% | 5,761 | +1416.1% | 0.27% | +2590.0% |
| CRM | Buy | SALESFORCE.COM INCordinary share | $1,688 | – | 7,991 | +266266.7% | 0.26% | – |
| AME | Buy | AMETEK INCordinary share | $1,644 | +174.9% | 10,157 | +504.2% | 0.26% | +167.7% |
| VIAC | Buy | PARAMOUNT GLOBAL CLASS B COMMON STOCKordinary share | $1,573 | +217.8% | 98,843 | +940.5% | 0.24% | +206.2% |
| INTC | Buy | INTEL CORPordinary share | $1,533 | +1747.0% | 45,855 | +22827.5% | 0.24% | +1738.5% |
| WM | Buy | WASTE MANAGEMENT INCordinary share | $1,509 | +75350.0% | 8,701 | +8601.0% | 0.24% | – |
| STAG | Buy | STAG INDUSTRIAL INCordinary share | $1,456 | -21.8% | 40,580 | +132.0% | 0.23% | -24.1% |
| NYCB | Buy | NEW YORK COMMUNITY BANCORP INCordinary share | $1,427 | -62.9% | 126,975 | +332.6% | 0.22% | -64.0% |
| Buy | GXO LOGISTICS INCordinary share | $1,407 | +6295.5% | 22,393 | +11096.5% | 0.22% | +5400.0% | |
| BSX | Buy | BOSTON SCIENTIFIC CORPordinary share | $1,347 | +6635.0% | 24,909 | +5089.4% | 0.21% | +6900.0% |
| WFC | Buy | WELLS FARGO & COordinary share | $1,307 | +186.6% | 30,630 | +487.6% | 0.20% | +179.5% |
| CB | Buy | CHUBB LTDordinary share | $1,258 | +372.9% | 6,531 | +49.8% | 0.20% | +355.8% |
| GD | Buy | GENERAL DYNAMICS CORPordinary share | $1,208 | +17157.1% | 5,613 | +1941.1% | 0.19% | +18800.0% |
| DOW | Buy | DOW CHEMICAL COordinary share | $1,197 | -16.2% | 22,476 | +260.2% | 0.19% | -18.7% |
| SPY | Buy | SPDR S&P 500 ETFequity etf | $1,173 | +492.4% | 2,647 | +106.0% | 0.18% | +471.9% |
| TRV | New | TRAVELERS COMPANIES INCordinary share | $1,145 | – | 6,592 | +100.0% | 0.18% | – |
| EOG | Buy | EOG RESOURCES INCordinary share | $1,100 | – | 9,609 | +19118.0% | 0.17% | – |
| PSX | Buy | PHILLIPS 66ordinary share | $1,033 | +2359.5% | 10,835 | +223.4% | 0.16% | +2200.0% |
| MRVL | Buy | MARVELL TECHNOLOGY INCordinary share | $1,026 | +4785.7% | 17,160 | +13628.0% | 0.16% | +5233.3% |
| PH | Buy | PARKER HANNIFIN CORPordinary share | $1,023 | +6293.8% | 2,624 | +1212.0% | 0.16% | +5233.3% |
| CMI | Buy | CUMMINS INCordinary share | $996 | +24800.0% | 4,064 | +6057.6% | 0.16% | +15400.0% |
| CL | Buy | COLGATE-PALMOLIVE COordinary share | $924 | +27.8% | 11,996 | +2735.9% | 0.14% | +24.1% |
| AXP | Buy | AMERICAN EXPRESS COordinary share | $853 | +219.5% | 4,895 | +715.8% | 0.13% | +209.3% |
| SCI | Buy | SERVICE CORP INTERNATIONALordinary share | $851 | +16.1% | 13,178 | +22.6% | 0.13% | +12.7% |
| XLE | Buy | SELECT SECTOR SPDR TRUST SHS BEN INT ENERGYequity etf | $832 | +9144.4% | 10,246 | +30035.3% | 0.13% | +12900.0% |
| TGT | New | TARGET CORPordinary share | $827 | – | 6,273 | +100.0% | 0.13% | – |
| STT | Buy | STATE STREET CORPordinary share | $815 | +81400.0% | 11,140 | +55600.0% | 0.13% | – |
| CSX | Buy | CSX CORPordinary share | $816 | +131.8% | 23,935 | +296.1% | 0.13% | +122.8% |
| MFC | Buy | MANULIFE FINANCIAL CORPordinary share | $809 | +6123.1% | 42,778 | +42678.0% | 0.13% | +6200.0% |
| FTV | Buy | FORTIVE CORPordinary share | $790 | +419.7% | 10,568 | +834.4% | 0.12% | +412.5% |
| ATVI | Buy | ACTIVISION BLIZZARD INCordinary share | $781 | +102.3% | 9,262 | +34.0% | 0.12% | +96.8% |
| USB | Buy | U.S. BANCORPordinary share | $767 | +76600.0% | 23,200 | +82757.1% | 0.12% | – |
| WEC | Buy | WEC ENERGY GROUP INCordinary share | $763 | +1457.1% | 8,652 | +4382.9% | 0.12% | +1387.5% |
| FITB | Buy | FIFTH THIRD BANCORPordinary share | $760 | +37900.0% | 29,000 | +57900.0% | 0.12% | – |
| MTB | Buy | M&T BANK CORPordinary share | $698 | +130.4% | 5,641 | +758.6% | 0.11% | +122.4% |
| SWKS | Buy | SKYWORKS SOLUTIONS INCordinary share | $666 | +479.1% | 6,017 | +359.7% | 0.10% | +477.8% |
| STBA | Buy | S&T BANCORP INCordinary share | $636 | -24.8% | 23,400 | +92.4% | 0.10% | -27.2% |
| WBS | Buy | WEBSTER FINANCIAL CORPordinary share | $611 | -65.3% | 16,190 | +12.8% | 0.10% | -66.4% |
| FDX | Buy | FEDEX CORPordinary share | $543 | +4425.0% | 2,192 | +776.8% | 0.08% | +4150.0% |
| LLY | Buy | ELI LILLY AND COordinary share | $544 | +4084.6% | 1,161 | +400.4% | 0.08% | +4150.0% |
| AB | Buy | ALLIANCEBERNSTEIN HOLDING L.P.unit | $540 | +10700.0% | 16,805 | +10955.9% | 0.08% | +8300.0% |
| NXPI | Buy | NXP SEMICONDUCTORS NVordinary share | $540 | +2060.0% | 2,640 | +521.2% | 0.08% | +2000.0% |
| WSFS | Buy | WSFS FINANCIAL CORPordinary share | $528 | +17500.0% | 13,995 | +7897.1% | 0.08% | – |
| HLI | Buy | HOULIHAN LOKEY INCordinary share | $520 | +700.0% | 5,288 | +781.3% | 0.08% | +710.0% |
| SNV | Buy | SYNOVUS FINANCIAL CORPordinary share | $519 | +119.9% | 17,156 | +59.9% | 0.08% | +113.2% |
| XPO | Buy | XPO LOGISTICS INCordinary share | $517 | -60.0% | 8,757 | +54.6% | 0.08% | -61.1% |
| PPG | Buy | PPG INDUSTRIES INCordinary share | $489 | +5333.3% | 3,300 | +1962.5% | 0.08% | +7500.0% |
| FHN | Buy | FIRST HORIZON CORPordinary share | $490 | -82.3% | 43,435 | +51.4% | 0.08% | -82.9% |
| ARI | Buy | APOLLO COMMERCIAL REAL ESTATE FINANCE INCordinary share | $479 | +365.0% | 42,350 | +3200.9% | 0.08% | +341.2% |
| NBTB | Buy | NBT BANCORP INCordinary share | $481 | +4710.0% | 15,100 | +22437.3% | 0.08% | +3650.0% |
| AFL | Buy | AFLAC INCordinary share | $481 | +4272.7% | 6,885 | +5784.6% | 0.08% | +3650.0% |
| GBCI | Buy | GLACIER BANCORP INCordinary share | $483 | -35.8% | 15,500 | +143.1% | 0.08% | -38.0% |
| TRMK | Buy | TRUSTMARK CORPordinary share | $473 | +4630.0% | 22,400 | +22300.0% | 0.07% | +3600.0% |
| BDX | Buy | BECTON DICKINSON & COordinary share | $455 | +295.7% | 1,722 | +389.2% | 0.07% | +294.4% |
| CHCO | Buy | CITY HOLDING COordinary share | $450 | +718.2% | 5,000 | +117.4% | 0.07% | +677.8% |
| VOO | Buy | VANGUARD 500 ETFequity etf | $440 | +2344.4% | 1,080 | +355.7% | 0.07% | +2200.0% |
| PYPL | Buy | PAYPAL HOLDINGS INCordinary share | $444 | +2511.8% | 6,655 | +2562.0% | 0.07% | +2200.0% |
| FFBC | Buy | FIRST FINANCIAL BANCORPordinary share | $444 | +164.3% | 21,715 | +5915.2% | 0.07% | +155.6% |
| IR | Buy | INGERSOLL-RAND PLCordinary share | $434 | +567.7% | 6,644 | +1108.0% | 0.07% | +580.0% |
| ITRI | Buy | ITRON INCordinary share | $428 | -14.9% | 5,930 | +169.3% | 0.07% | -17.3% |
| PM | Buy | PHILIP MORRIS INTERNATIONAL INCordinary share | $426 | +161.3% | 4,365 | +523.6% | 0.07% | +153.8% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE INCordinary share | $423 | +729.4% | 3,742 | +523.7% | 0.07% | +725.0% |
| CARR | Buy | CARRIER GLOBAL CORP-WIordinary share | $406 | +696.1% | 8,170 | +1147.3% | 0.06% | +687.5% |
| AWK | Buy | AMERICAN WATER WORKS CO INCordinary share | $397 | +39600.0% | 2,783 | +893.9% | 0.06% | – |
| BKU | Buy | BANKUNITED INCordinary share | $398 | +468.6% | 18,450 | +418.3% | 0.06% | +463.6% |
| NSRGY | Buy | NESTLE SA ADRamerican depository receipt | $400 | +9900.0% | 3,325 | +13754.2% | 0.06% | +6100.0% |
| AUB | New | ATLANTIC UN BANKSHARES CORPordinary share | $394 | – | 15,200 | +100.0% | 0.06% | – |
| OXLCP | Buy | OXFORD LANE CAP COR PFD SER 2027 PRFpreferred share | $391 | +9675.0% | 17,200 | +8500.0% | 0.06% | +6000.0% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFequity etf | $387 | +514.3% | 9,524 | +1423.8% | 0.06% | +500.0% |
| CBU | Buy | COMMUNITY BANK SYSTEM INCordinary share | $387 | -75.9% | 8,250 | +2.7% | 0.06% | -76.7% |
| D | Buy | DOMINION ENERGY INCordinary share | $376 | +9.6% | 7,254 | +210.0% | 0.06% | +7.3% |
| EEM | Buy | ISHARES MSCI EMERGING MARKETSequity etf | $373 | +4562.5% | 9,426 | +11256.6% | 0.06% | +5700.0% |
| PPL | Buy | PPL CORPordinary share | $370 | -26.9% | 13,981 | +415.7% | 0.06% | -28.4% |
| FIBK | Buy | FIRST INTERSTATE BANCSYSTEM INCordinary share | $348 | -65.9% | 14,600 | +221.2% | 0.05% | -67.1% |
| COLB | Buy | COLUMBIA BANKING SYSTEM INCordinary share | $330 | +3200.0% | 16,265 | +16165.0% | 0.05% | +2450.0% |
| SNA | Buy | SNAP-ON INCordinary share | $305 | +185.0% | 1,057 | +235.6% | 0.05% | +182.4% |
| INDB | Buy | INDEPENDENT BANK CORPordinary share | $300 | +14.9% | 6,750 | +538.6% | 0.05% | +11.9% |
| EFA | Buy | ISHARES MSCI EAFE ETFequity etf | $291 | +209.6% | 4,018 | +544.9% | 0.04% | +200.0% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIONS CORP Aordinary share | $284 | +116.8% | 4,350 | +132.7% | 0.04% | +109.5% |
| DCOM | Buy | DIME COMMUNITY BANCSHARES INCordinary share | $282 | +5540.0% | 15,989 | +15889.0% | 0.04% | +4300.0% |
| MMC | Buy | MARSH & MCLENNAN COMPANIES INCordinary share | $285 | – | 1,515 | +5511.1% | 0.04% | – |
| VLY | Buy | VALLEY NATIONAL BANCORPordinary share | $266 | +6550.0% | 34,300 | +68500.0% | 0.04% | +4100.0% |
| VB | Buy | VANGUARD SMALL CAP ETFequity etf | $267 | +506.8% | 1,343 | +53.5% | 0.04% | +500.0% |
| CMA | Buy | COMERICA INCordinary share | $271 | +2911.1% | 6,400 | +1258.8% | 0.04% | +4100.0% |
| GPC | Buy | GENUINE PARTS COordinary share | $258 | +1021.7% | 1,525 | +510.0% | 0.04% | +900.0% |
| MDLZ | Buy | MONDELEZ INTERNATIONAL INC CLASS Aordinary share | $247 | +605.7% | 3,380 | +7.3% | 0.04% | +550.0% |
| New | Blackstone Real Estate Income Trust Inc Cl Iordinary share | $222 | – | 15,196 | +100.0% | 0.04% | – | |
| WWD | Buy | WOODWARD INCordinary share | $220 | +1592.3% | 1,850 | +2836.5% | 0.03% | +1600.0% |
| PEAK | Buy | HEALTHPEAK PROPERTIES ORDordinary share | $205 | +310.0% | 10,195 | +154.9% | 0.03% | +300.0% |
| FB | Buy | META PLATFORMS INC CLASS Aordinary share | $196 | +142.0% | 683 | +156.8% | 0.03% | +138.5% |
| HASI | Buy | HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITALordinary share | $185 | +560.7% | 7,388 | +497.3% | 0.03% | +480.0% |
| B | Buy | BARNES GROUP INCordinary share | $186 | +644.0% | 4,400 | +388.9% | 0.03% | +625.0% |
| VFC | Buy | VF CORPordinary share | $189 | +4625.0% | 9,915 | +4857.5% | 0.03% | +2800.0% |
| CBRL | Buy | CRACKER BARREL OLD COUNTRY STORE INCordinary share | $180 | -49.7% | 1,927 | +37.6% | 0.03% | -51.7% |
| TTD | Buy | THE TRADE DESK INC COM CL Aordinary share | $182 | +691.3% | 2,360 | +349.5% | 0.03% | +600.0% |
| IYW | Buy | ISHARES U S TECHNOLOGY ETFequity etf | $182 | +18100.0% | 1,670 | +1639.6% | 0.03% | – |
| BP | Buy | BP PLC ADRamerican depository receipt | $173 | +3360.0% | 4,900 | +9700.0% | 0.03% | +2600.0% |
| IVW | Buy | ISHARES S&P 500 GROWTHequity etf | $169 | +634.8% | 2,404 | +1557.9% | 0.03% | +550.0% |
| BA | Buy | BOEING COordinary share | $164 | +8100.0% | 775 | +2321.9% | 0.03% | – |
| VNQ | Buy | VANGUARD REIT ETFequity etf | $162 | -37.7% | 1,943 | +41.8% | 0.02% | -40.5% |
| BCE | Buy | BCE INCordinary share | $155 | -32.6% | 3,390 | +126.8% | 0.02% | -35.1% |
| ETN | Buy | EATON CORP PLCordinary share | $136 | +13500.0% | 675 | +170.0% | 0.02% | – |
| MPC | Buy | MARATHON PETROLEUM CORPordinary share | $132 | +13100.0% | 1,131 | +126.2% | 0.02% | – |
| WAB | Buy | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPordinary share | $121 | +2320.0% | 1,100 | +1292.4% | 0.02% | +1800.0% |
| QRVO | Buy | QORVO INCordinary share | $121 | +5950.0% | 1,185 | +523.7% | 0.02% | – |
| IWM | Buy | ISHARES RUSSELL 2000 ETFequity etf | $123 | +101.6% | 656 | +118.7% | 0.02% | +90.0% |
| NS | Buy | NUSTAR ENERGY L.P.unit | $107 | +1237.5% | 6,225 | +2390.0% | 0.02% | +1600.0% |
| FAST | Buy | FASTENAL COordinary share | $106 | -45.4% | 1,800 | +230.3% | 0.02% | -45.2% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR ETFequity etf | $108 | +38.5% | 623 | +10.1% | 0.02% | +30.8% |
| RPM | Buy | RPM INTERNATIONAL INCordinary share | $110 | +450.0% | 1,231 | +2362.0% | 0.02% | +466.7% |
| IJH | Buy | ISHARES CORE S&P MID-CAPequity etf | $107 | +10600.0% | 411 | +37.0% | 0.02% | – |
| JPIN | Buy | JPMORGAN DIVERSIFIED RETURN INTL EQ ETFequity etf | $104 | +166.7% | 2,000 | +852.4% | 0.02% | +166.7% |
| MS | Buy | MORGAN STANLEYordinary share | $104 | +6.1% | 1,215 | +65.5% | 0.02% | 0.0% |
| DD | Buy | DUPONT DE NEMOURS INCordinary share | $93 | +4550.0% | 1,298 | +1198.0% | 0.02% | – |
| GLD | Buy | SPDR GOLD SHARES TRUST | $98 | +2350.0% | 550 | +450.0% | 0.02% | +1400.0% |
| VHT | Buy | VANGUARD HEALTH CARE ETFequity etf | $92 | +283.3% | 374 | +6.9% | 0.01% | +250.0% |
| T | Buy | AT&T INCordinary share | $85 | -77.0% | 5,309 | +26.8% | 0.01% | -78.0% |
| New | TALEN ENERGY CORP NEW COMordinary share | $86 | – | 1,717 | +100.0% | 0.01% | – | |
| MDT | Buy | MEDTRONIC PLCordinary share | $83 | +4050.0% | 937 | +316.4% | 0.01% | – |
| COO | Buy | THE COOPER COMPANIES INCordinary share | $82 | – | 213 | +100.0% | 0.01% | – |
| Buy | CONSTELLATION ENERGY ORD WIordinary share | $75 | +1775.0% | 815 | +1634.0% | 0.01% | +1100.0% | |
| VTV | Buy | VANGUARD VALUE ETFequity etf | $80 | +220.0% | 566 | +466.0% | 0.01% | +200.0% |
| GNRC | Buy | GENERAC HOLDINGS INCordinary share | $70 | +536.4% | 470 | +51.6% | 0.01% | +450.0% |
| Buy | RXO ORD WIordinary share | $64 | +1180.0% | 2,830 | +7985.7% | 0.01% | +900.0% | |
| GMF | Buy | SPDR S&P EMERGING ASIA PACIFIC ETFequity etf | $62 | -72.3% | 625 | +7.4% | 0.01% | -72.2% |
| WSO | Buy | WATSCO INCordinary share | $53 | +5200.0% | 140 | +536.4% | 0.01% | – |
| SAL | Buy | SALISBURY BANCORP INCordinary share | $54 | +390.9% | 2,300 | +271.6% | 0.01% | +300.0% |
| RJF | Buy | RAYMOND JAMES FINANCIAL INCordinary share | $49 | +512.5% | 472 | +661.3% | 0.01% | +700.0% |
| F | Buy | FORD MOTOR COordinary share | $54 | +440.0% | 3,595 | +1697.5% | 0.01% | +300.0% |
| GUT | Buy | GABELLI UTILITY TRUSTclosed-end fund | $45 | -80.6% | 6,701 | +1224.3% | 0.01% | -81.1% |
| IAU | New | ISHARES GOLD TRUST | $48 | – | 1,319 | +100.0% | 0.01% | – |
| MGA | Buy | MAGNA INTERNATIONAL INCordinary share | $48 | +860.0% | 847 | +323.5% | 0.01% | +600.0% |
| EWX | Buy | SPDR S&P EMERGING MARKETS SMALL CAP ETFequity etf | $46 | +360.0% | 875 | +1650.0% | 0.01% | +250.0% |
| OTIS | Buy | OTIS WORLDWIDE CORP-WIordinary share | $41 | +720.0% | 460 | +47.4% | 0.01% | +500.0% |
| ADSK | Buy | AUTODESK INCordinary share | $37 | -22.9% | 180 | +20.0% | 0.01% | -25.0% |
| NVS | Buy | NOVARTIS AG ADRamerican depository receipt | $40 | +700.0% | 400 | +194.1% | 0.01% | +500.0% |
| XBI | Buy | SPDR S&P Biotech ETFequity etf | $29 | +314.3% | 345 | +1715.8% | 0.01% | +400.0% |
| DVA | Buy | DAVITA INCordinary share | $30 | – | 300 | +5900.0% | 0.01% | – |
| HBAN | Buy | HUNTINTON BANCSHARES INCordinary share | $34 | -95.9% | 3,150 | +38.6% | 0.01% | -96.2% |
| AZN | Buy | ASTRAZENECA PLC EACH ADS REPRESENTING 1/2 OF AN ORamerican depository receipt | $25 | +8.7% | 350 | +20.7% | 0.00% | 0.0% |
| SMG | Buy | THE SCOTTS MIRACLE GRO COordinary share | $27 | +285.7% | 425 | +2025.0% | 0.00% | +300.0% |
| XLB | Buy | MATERIALS SELECT SECTOR SPDR ETFequity etf | $24 | +500.0% | 295 | +1080.0% | 0.00% | +300.0% |
| NWL | Buy | NEWELL BRANDS INCordinary share | $27 | +575.0% | 3,050 | +6000.0% | 0.00% | +300.0% |
| Buy | GE HEALTHCARE TECHNOLOGIES ORD WIordinary share | $28 | – | 339 | +100.0% | 0.00% | – | |
| FTNT | New | FORTINET INCordinary share | $19 | – | 250 | +100.0% | 0.00% | – |
| OHI | Buy | OMEGA HEALTHCARE INVESTORS INCordinary share | $18 | – | 600 | +60.0% | 0.00% | – |
| Buy | JP MORGANpreferred share | $18 | – | 20,000 | +100.0% | 0.00% | – | |
| JEPI | Buy | JPMORGAN EQUITY PREMIUM INCOME ETFequity etf | $19 | +216.7% | 350 | +438.5% | 0.00% | +200.0% |
| New | JPMORGAN CHASE & CO PFD SERIES Mpreferred share | $19 | – | 990 | +100.0% | 0.00% | – | |
| Buy | CADENCE BANK 5 50 SRS PERP PRFpreferred share | $18 | +260.0% | 1,000 | +400.0% | 0.00% | +200.0% | |
| VWDRY | Buy | VESTAS WIND SYSTEMS A/Samerican depository receipt | $11 | -42.1% | 1,250 | +257.1% | 0.00% | -33.3% |
| DUKPRA | Buy | DUKE ENERGY CORP PFD Apreferred share | $10 | – | 400 | +100.0% | 0.00% | – |
| KMI | Buy | KINDER MORGAN INCordinary share | $11 | -87.6% | 619 | +160.1% | 0.00% | -85.7% |
| SNY | Buy | SANOFIamerican depository receipt | $11 | +22.2% | 200 | +122.2% | 0.00% | +100.0% |
| KKR | Buy | KKR & CO INCordinary share | $14 | +55.6% | 250 | +575.7% | 0.00% | +100.0% |
| OXLC | Buy | OXFORD LANE CAP CORPordinary share | $5 | -87.2% | 1,000 | +51.5% | 0.00% | -83.3% |
| PRU | New | PRUDENTIAL FINANCIAL INCordinary share | $4 | – | 50 | +100.0% | 0.00% | – |
| Buy | RIVIAN AUTOMOTIVE INC CLASS Aordinary share | $7 | +133.3% | 411 | +448.0% | 0.00% | – | |
| SRE | New | SEMPRA ENERGYordinary share | $7 | – | 50 | +100.0% | 0.00% | – |
| SWK | Buy | STANLEY BLACK & DECKER INCordinary share | $5 | – | 50 | +66.7% | 0.00% | – |
| TRP | Buy | TC ENERGY CORPCOMordinary share | $7 | -50.0% | 175 | +75.0% | 0.00% | -50.0% |
| HLTOY | Buy | HELLENIC TELECOMMUNICATION ORGANIZATION SAamerican depository receipt | $9 | -88.5% | 1,000 | +92.3% | 0.00% | -92.3% |
| GLP | Buy | GLOBAL PARTNERS LPunit | $8 | -52.9% | 250 | +88.0% | 0.00% | -66.7% |
| UAA | Buy | UNDER ARMOUR INC CLASS Aordinary share | $5 | -88.4% | 700 | +366.7% | 0.00% | -85.7% |
| EPD | New | ENTERPRISE PRODUCTS PARTNERS L.P.unit | $8 | – | 300 | +100.0% | 0.00% | – |
| VLYPO | Buy | VALLEY NATIONAL BANCORPpreferred share | $5 | -64.3% | 200 | +33.3% | 0.00% | -50.0% |
| CPRK | New | CITIGROUP INCpreferred share | $9 | – | 375 | +100.0% | 0.00% | – |
| WEGI | Buy | WINDSWEPT ENVIRONMENTAL GROUP INC.ordinary share | $0 | -100.0% | 10,000 | +91.2% | 0.00% | -100.0% |
| FRCPRJ | Buy | FIRST REPUBLIC BNK DS 1 40 SRS J PRFpreferred share | $0 | – | 400 | +100.0% | 0.00% | – |
| IP | Buy | INTERNATIONAL PAPER COordinary share | $2 | – | 60 | +100.0% | 0.00% | – |
| XLU | New | SELECT SECTOR SPDR TRUST THE UTILITIES SELECT SECTequity etf | $1 | – | 10 | +100.0% | 0.00% | – |
| FRCPRK | Buy | FIRST REPUBLIC DS REP 1 40 SRS K PRFpreferred share | $0 | -100.0% | 3,950 | +1154.0% | 0.00% | -100.0% |
| AHCO | Buy | ADAPTHEALTH CORP ORDINARY SHARESordinary share | $3 | +50.0% | 250 | +56.2% | 0.00% | – |
| RBLX | Buy | ROBLOX CORPordinary share | $3 | +50.0% | 75 | +275.0% | 0.00% | – |
| AMC | Buy | AMC ENTERTAINMENT HOLDINGS INCordinary share | $3 | -57.1% | 760 | +8.6% | 0.00% | -100.0% |
| CC | New | THE CHEMOURS COordinary share | $1 | – | 20 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-16
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.