Hall Laurie J Trustee Top Holdings and 13F Report (2024)

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About Hall Laurie J Trustee

Investment Activity

Hall Laurie J Trustee has $283.94 thousand in total holdings as of March 31, 2024.
Hall Laurie J Trustee owns shares of 252 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
Approximately 1.78% of the portfolio was purchased this quarter.
About 1.81% of the portfolio was sold this quarter.
This quarter, Hall Laurie J Trustee has purchased 257 new stocks and bought additional shares in 23 stocks.
Hall Laurie J Trustee sold shares of 72 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Microsoft: $25,208
Stryker: $10,485
NVIDIA: $10,451
Apple: $10,307
Vanguard Total Stock Market ETF: $8,807

Largest New Holdings this Quarter

JPMorgan Ultra-Short Income ETF: $234 Holding
Mobileye Global: $199 Holding
ResMed: $32 Holding
CALAMOS GROWTH & INCOME FUND: $2 Holding
CALAMOS CONVERTIBLE FUND: $1 Holding

Largest Purchases this Quarter

Vertex Pharmaceuticals: 4,285 shares (about $1.79K)
Charter Communications: 2,710 shares (about $788.10)
TJX Companies: 4,828 shares (about $489.67)
Walmart: 4,855 shares (about $292.14)
VERALTO CORP: 2,996 shares (about $265.63)

Largest Sales this Quarter

AbbVie: 2,770 shares (about $504.34)
Microsoft: 1,153 shares (about $485.07)
Advanced Micro Devices: 2,214 shares (about $399.64)
Merck & Co., Inc.: 2,641 shares (about $348.37)
NVIDIA: 351 shares (about $317.14)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$25,208	$485 ▼	-1.9%	59,919	8.9%	Computer and Technology
SYK Stryker	$10,485	$96 ▼	-0.9%	29,301	3.7%	Medical
NVDA NVIDIA	$10,451	$317 ▼	-2.9%	11,567	3.7%	Computer and Technology
AAPL Apple	$10,307	$88 ▼	-0.9%	60,111	3.6%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$8,807	$6 ▼	-0.1%	33,887	3.1%	ETF
PG Procter & Gamble	$8,772	$63 ▼	-0.7%	54,063	3.1%	Consumer Staples
AMAT Applied Materials	$7,455	$69 ▼	-0.9%	36,148	2.6%	Computer and Technology
ABT Abbott Laboratories	$7,056	$7 ▲	0.1%	62,082	2.5%	Medical
MA Mastercard	$7,019	$52 ▼	-0.7%	14,575	2.5%	Business Services
GOOG Alphabet	$7,006	$154 ▼	-2.1%	46,015	2.5%	Computer and Technology
CARR Carrier Global	$5,782	$57 ▼	-1.0%	99,465	2.0%	Computer and Technology
PEP PepsiCo	$5,686	$20 ▼	-0.4%	32,491	2.0%	Consumer Staples
WM Waste Management	$5,622	$25 ▼	-0.4%	26,380	2.0%	Business Services
TJX TJX Companies	$5,452	$490 ▲	9.9%	53,755	1.9%	Retail/Wholesale
IBM International Business Machines	$5,407	$178 ▲	3.4%	28,311	1.9%	Computer and Technology
AMD Advanced Micro Devices	$5,304	$400 ▼	-7.0%	29,384	1.9%	Computer and Technology
JNJ Johnson & Johnson	$5,293	$157 ▼	-2.9%	33,464	1.9%	Medical
APH Amphenol	$5,149	$25 ▲	0.5%	44,637	1.8%	Computer and Technology
ROK Rockwell Automation	$5,124	$45 ▼	-0.9%	17,594	1.8%	Industrial Products
DHR Danaher	$5,013	$89 ▲	1.8%	20,074	1.8%	Multi-Sector Conglomerates
CI The Cigna Group	$4,875	$54 ▼	-1.1%	13,423	1.7%	Medical
CVS CVS Health	$4,811	$22 ▲	0.4%	60,318	1.7%	Retail/Wholesale
ADI Analog Devices	$4,677	$67 ▼	-1.4%	23,647	1.6%	Computer and Technology
XYL Xylem	$4,231	$38 ▲	0.9%	32,737	1.5%	Industrial Products
ADP Automatic Data Processing	$4,036	$1 ▼	0.0%	16,160	1.4%	Business Services
MDT Medtronic	$3,835	$11 ▲	0.3%	44,015	1.4%	Medical
CNI Canadian National Railway	$3,801	$18 ▲	0.5%	28,857	1.3%	Transportation
ATR AptarGroup	$3,764	$80 ▲	2.2%	26,155	1.3%	Industrial Products
NKE NIKE	$3,621	$135 ▲	3.9%	38,530	1.3%	Consumer Discretionary
MRK Merck & Co., Inc.	$3,477	$348 ▼	-9.1%	26,359	1.2%	Medical
NYT New York Times	$3,236	$18 ▲	0.6%	74,860	1.1%	Consumer Staples
FI Fiserv	$2,951	$72 ▲	2.5%	18,465	1.0%	Business Services
ABBV AbbVie	$2,864	$504 ▼	-15.0%	15,730	1.0%	Medical
BDX Becton, Dickinson and Company	$2,758	$43 ▲	1.6%	11,142	1.0%	Medical
UL Unilever	$2,740	$71 ▼	-2.5%	54,583	1.0%	Consumer Staples
NVS Novartis	$2,676	$14 ▼	-0.5%	27,657	0.9%	Medical
SYY Sysco	$2,552	$61 ▼	-2.3%	31,432	0.9%	Consumer Staples
AMZN Amazon.com	$2,488	$60 ▼	-2.3%	13,790	0.9%	Retail/Wholesale
MMM 3M	$2,234	$180 ▼	-7.4%	21,072	0.8%	Multi-Sector Conglomerates
SPY SPDR S&P 500 ETF Trust	$2,219		0.0%	4,242	0.8%	Finance
APD Air Products and Chemicals	$1,975	$1 ▼	-0.1%	8,155	0.7%	Basic Materials
VRTX Vertex Pharmaceuticals	$1,917	$1,792 ▲	1,428.3%	4,585	0.7%	Medical
EFA iShares MSCI EAFE ETF	$1,910		0.0%	23,925	0.7%	Finance
AMGN Amgen	$1,871	$156 ▼	-7.7%	6,580	0.7%	Medical
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares	$1,815		0.0%	36,188	0.6%	ETF
EMR Emerson Electric	$1,744	$40 ▼	-2.2%	15,375	0.6%	Industrial Products
PH Parker-Hannifin	$1,686		0.0%	3,033	0.6%	Industrial Products
PCAR PACCAR	$1,657		0.0%	13,371	0.6%	Auto/Tires/Trucks
VXUS Vanguard Total International Stock Index Fund ETF Shares	$1,521	$103 ▲	7.2%	25,214	0.5%	ETF
CCK Crown	$1,510	$29 ▲	2.0%	19,055	0.5%	Industrial Products
GE General Electric	$1,313	$14 ▼	-1.1%	7,483	0.5%	Transportation
BRK.B Berkshire Hathaway	$1,273		0.0%	3,028	0.4%	Finance
GOOGL Alphabet	$1,204	$38 ▼	-3.0%	7,980	0.4%	Computer and Technology
XOM Exxon Mobil	$1,162	$40 ▼	-3.3%	9,992	0.4%	Oils/Energy
JPM JPMorgan Chase & Co.	$1,141	$63 ▼	-5.2%	5,700	0.4%	Finance
STT State Street	$1,136	$74 ▼	-6.1%	14,690	0.4%	Finance
T AT&T	$1,112	$25 ▼	-2.2%	63,187	0.4%	Computer and Technology
CTAS Cintas	$1,072		0.0%	1,560	0.4%	Industrial Products
IWV iShares Russell 3000 ETF	$970	$66 ▲	7.3%	3,231	0.3%	ETF
VERALTO CORP	$911	$266 ▲	41.2%	10,275	0.3%	COM
ZTS Zoetis	$893		0.0%	5,277	0.3%	Medical
PFE Pfizer	$892	$32 ▼	-3.5%	32,144	0.3%	Medical
TMO Thermo Fisher Scientific	$880	$42 ▼	-4.6%	1,513	0.3%	Medical
INTC Intel	$848		0.0%	19,200	0.3%	Computer and Technology
CHTR Charter Communications	$807	$788 ▲	4,169.2%	2,775	0.3%	Consumer Discretionary
QCOM QUALCOMM	$798	$8 ▼	-1.1%	4,710	0.3%	Computer and Technology
HD Home Depot	$765	$6 ▼	-0.7%	1,994	0.3%	Retail/Wholesale
GNTX Gentex	$698	$2 ▼	-0.3%	19,310	0.2%	Auto/Tires/Trucks
GWW W.W. Grainger	$681	$10 ▼	-1.5%	670	0.2%	Industrial Products
IVV iShares Core S&P 500 ETF	$676	$31 ▼	-4.4%	1,287	0.2%	ETF
CHD Church & Dwight	$589		0.0%	5,650	0.2%	Consumer Staples
ITOT iShares Core S&P Total U.S. Stock Market ETF	$542		0.0%	4,704	0.2%	ETF
ECL Ecolab	$542		0.0%	2,346	0.2%	Basic Materials
V Visa	$496		0.0%	1,776	0.2%	Business Services
ALNY Alnylam Pharmaceuticals	$486		0.0%	3,250	0.2%	Medical
CAT Caterpillar	$469		0.0%	1,280	0.2%	Industrial Products
BR Broadridge Financial Solutions	$461		0.0%	2,250	0.2%	Business Services
WMT Walmart	$454	$292 ▲	180.5%	7,545	0.2%	Retail/Wholesale
ISRG Intuitive Surgical	$449	$20 ▼	-4.3%	1,125	0.2%	Medical
VEU Vanguard FTSE All-World ex-US ETF	$448		0.0%	7,646	0.2%	ETF
EW Edwards Lifesciences	$443		0.0%	4,635	0.2%	Medical
ILMN Illumina	$431	$1 ▲	0.2%	3,140	0.2%	Medical
ACN Accenture	$429		0.0%	1,240	0.2%	Business Services
CSCO Cisco Systems	$407		0.0%	8,170	0.1%	Computer and Technology
USB U.S. Bancorp	$405		0.0%	9,070	0.1%	Finance
ETN Eaton	$394	$2 ▼	-0.5%	1,260	0.1%	Industrial Products
MMC Marsh & McLennan Companies	$383		0.0%	1,860	0.1%	Finance
TT Trane Technologies	$360		0.0%	1,200	0.1%	Business Services
COST Costco Wholesale	$335	$7 ▼	-2.1%	458	0.1%	Retail/Wholesale
BSV Vanguard Short-Term Bond ETF	$307		0.0%	4,000	0.1%	ETF
BAC Bank of America	$302		0.0%	7,957	0.1%	Finance
VT Vanguard Total World Stock ETF	$298		0.0%	2,699	0.1%	ETF
AXP American Express	$297	$33 ▼	-10.0%	1,304	0.1%	Finance
TXN Texas Instruments	$288		0.0%	1,650	0.1%	Computer and Technology
IDXX IDEXX Laboratories	$275		0.0%	510	0.1%	Medical
ACGL Arch Capital Group	$266		0.0%	2,881	0.1%	Finance
MQT BlackRock MuniYield Quality Fund II	$265		0.0%	25,190	0.1%	Finance
UNP Union Pacific	$262		0.0%	1,065	0.1%	Transportation
INTU Intuit	$261		0.0%	400	0.1%	Computer and Technology
FDS FactSet Research Systems	$261		0.0%	575	0.1%	Business Services

Showing largest 100 holdings. View all holdings.

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Hall Laurie J Trustee Top Holdings and 13F Report (2024)

About Hall Laurie J Trustee

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Hall Laurie J Trustee Top Holdings and 13F Report (2024)

About Hall Laurie J Trustee

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHall Laurie J Trustee

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information