Mcbroom & Associates, LLC Top Holdings and 13F Report (2024) → Charles Payne Demystifies Options (From Unstoppable Prosperity) (Ad) About Mcbroom & Associates, LLCInvestment ActivityMcbroom & Associates, LLC has $151.88 million in total holdings as of March 31, 2024.Mcbroom & Associates, LLC owns shares of 33 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.09% of the portfolio was purchased this quarter.About 3.87% of the portfolio was sold this quarter.This quarter, Mcbroom & Associates, LLC has purchased 33 new stocks and bought additional shares in 11 stocks.Mcbroom & Associates, LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $14,615,083DICK'S Sporting Goods $10,069,006Copart $8,702,017O'Reilly Automotive $8,577,230Costco Wholesale $8,427,443 Largest New Holdings this Quarter Philip Morris International $423,101 Holding Largest Purchases this Quarter TJX Companies 6,407 shares (about $649.80K)Philip Morris International 4,618 shares (about $423.10K)Zoetis 981 shares (about $165.99K)Merck & Co., Inc. 1,034 shares (about $136.44K)Tractor Supply 417 shares (about $109.14K) Largest Sales this Quarter NVIDIA 2,453 shares (about $2.22M)Lam Research 712 shares (about $691.79K)Microsoft 930 shares (about $391.28K)Costco Wholesale 429 shares (about $314.30K)DICK'S Sporting Goods 1,355 shares (about $304.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcbroom & Associates, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$14,615,083$2,216,433 ▼-13.2%16,1759.6%Computer and TechnologyDKSDICK'S Sporting Goods$10,069,006$304,685 ▼-2.9%44,7796.6%Retail/WholesaleCPRTCopart$8,702,017$246,739 ▼-2.8%150,2425.7%Business ServicesORLYO'Reilly Automotive$8,577,230$163,688 ▼-1.9%7,5985.6%Retail/WholesaleCOSTCostco Wholesale$8,427,443$314,298 ▼-3.6%11,5035.5%Retail/WholesaleLRCXLam Research$8,292,683$691,786 ▼-7.7%8,5355.5%Computer and TechnologyMSFTMicrosoft$7,780,560$391,279 ▼-4.8%18,4935.1%Computer and TechnologyISRGIntuitive Surgical$7,269,823$150,058 ▼-2.0%18,2164.8%MedicalTSCOTractor Supply$7,177,409$109,137 ▲1.5%27,4244.7%Retail/WholesaleJPMJPMorgan Chase & Co.$6,930,380$79,719 ▼-1.1%34,6004.6%FinanceTJXTJX Companies$6,150,312$649,798 ▲11.8%60,6424.0%Retail/WholesaleAAPLApple$6,124,170$45,613 ▼-0.7%35,7144.0%Computer and TechnologyACNAccenture$6,118,360$12,131 ▲0.2%17,6524.0%Business ServicesZTSZoetis$5,982,370$165,994 ▲2.9%35,3553.9%MedicalHDHome Depot$5,971,355$51,018 ▼-0.8%15,5673.9%Retail/WholesaleNUENucor$5,562,771$59,964 ▼-1.1%28,1093.7%Basic MaterialsBABoeing$4,663,796$122,742 ▼-2.6%24,1663.1%AerospaceJNJJohnson & Johnson$4,409,379$53,626 ▼-1.2%27,8742.9%MedicalTSLATesla$3,992,015$33,224 ▲0.8%22,7092.6%Auto/Tires/TrucksGLDSPDR Gold Shares$3,805,820$206 ▲0.0%18,5002.5%FinanceSPYSPDR S&P 500 ETF Trust$1,981,389$34,523 ▼-1.7%3,7881.3%FinanceBRK.BBerkshire Hathaway$1,859,960$21,026 ▼-1.1%4,4231.2%FinanceFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$1,166,916$28,425 ▼-2.4%37,8500.8%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,045,129$104,518 ▲11.1%21,6790.7%ETFSUBiShares Short-Term National Muni Bond ETF$948,749$4,189 ▲0.4%9,0590.6%ETFMCKMcKesson$887,950$22,548 ▲2.6%1,6540.6%MedicalWSMWilliams-Sonoma$663,638$318 ▲0.0%2,0900.4%Retail/WholesaleCATCaterpillar$661,773$107,730 ▼-14.0%1,8060.4%Industrial ProductsCVXChevron$567,3910.0%3,5970.4%Oils/EnergyMRKMerck & Co., Inc.$502,070$136,436 ▲37.3%3,8050.3%MedicalPMPhilip Morris International$423,101$423,101 ▲New Holding4,6180.3%Consumer StaplesDFACDimensional U.S. Core Equity 2 ETF$300,4260.0%9,4030.2%ETFKOCoca-Cola$244,7200.0%4,0000.2%Consumer StaplesMOSMosaic$0$787,668 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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