Kidder Stephen W Top Holdings and 13F Report (2025) About Kidder Stephen WInvestment ActivityKidder Stephen W has $395.57 million in total holdings as of December 31, 2024.Kidder Stephen W owns shares of 92 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 7.66% of the portfolio was purchased this quarter.About 3.55% of the portfolio was sold this quarter.This quarter, Kidder Stephen W has purchased 93 new stocks and bought additional shares in 38 stocks.Kidder Stephen W sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $39,471,599Advanced Micro Devices $28,374,549Alphabet $26,606,553NVIDIA $17,052,671Analog Devices $16,994,110 Largest New Holdings this Quarter 77926X320 - ROUNDHILL MEMORY ETF $919,432 HoldingN07059210 - ASML $451,116 Holding291011104 - Emerson Electric $218,303 Holding Largest Purchases this Quarter Eli Lilly and Company 3,435 shares (about $4.12M)Procter & Gamble 23,721 shares (about $3.48M)Procter & Gamble 17,475 shares (about $2.56M)Eli Lilly and Company 1,985 shares (about $2.38M)Deere & Company 3,565 shares (about $2.26M) Largest Sales this Quarter UnitedHealth Group 7,665 shares (about $3.19M)Advanced Micro Devices 5,396 shares (about $3.13M)FISERV 47,714 shares (about $2.34M)Alphabet 3,038 shares (about $1.09M)Analog Devices 2,426 shares (about $963.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKidder Stephen W Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$39,471,599$306,143 ▼-0.8%136,41010.0%TechnologyAMDAdvanced Micro Devices$28,374,549$3,134,590 ▼-9.9%48,8457.2%TechnologyGOOGLAlphabet$26,606,553$1,085,690 ▼-3.9%74,4516.7%Communication ServicesNVDANVIDIA$17,052,671$127,457 ▼-0.7%85,2254.3%TechnologyADIAnalog Devices$16,994,110$963,534 ▼-5.4%42,7884.3%TechnologyJNJJohnson & Johnson$16,925,321$20,826 ▲0.1%66,6434.3%HealthcareAMATApplied Materials$15,906,000$191,595 ▼-1.2%22,0004.0%TechnologyAMZNAmazon.com$15,262,341$52,435 ▲0.3%64,0363.9%Consumer DiscretionaryMSFTMicrosoft$13,436,181$378,615 ▲2.9%36,0203.4%TechnologyMAMastercard$13,062,388$144,322 ▲1.1%25,4333.3%FinanceRTXRTX$12,393,353$26,562 ▼-0.2%65,3213.1%IndustrialsROKRockwell Automation$11,682,402$57,429 ▲0.5%23,5973.0%IndustrialsADPAutomatic Data Processing$11,238,034$6,718 ▲0.1%50,1812.8%IndustrialsTJXTJX Companies$10,671,659$19,695 ▲0.2%70,4402.7%Consumer DiscretionaryHDHome Depot$9,951,572$112,505 ▲1.1%28,2172.5%Consumer DiscretionarySBGSYSchneider Electric$9,315,918$75,935 ▲0.8%142,9262.4%IndustrialsABTAbbott Laboratories$8,162,878$22,413 ▲0.3%89,9592.1%HealthcareVRTXVertex Pharmaceuticals$7,253,747$937,329 ▲14.8%14,6031.8%HealthcareATRAptarGroup$7,132,394$507,686 ▼-6.6%56,9681.8%MaterialsDHRDanaher$6,669,467$151,432 ▼-2.2%35,0141.7%HealthcareXYLXylem$5,809,429$28,961 ▲0.5%49,1451.5%IndustrialsCVXChevron$5,655,731$30,666 ▲0.5%34,1201.4%EnergyAXPAmerican Express$5,305,114$660,941 ▲14.2%15,6841.3%FinanceAVGOBroadcom$5,076,204$1,126,450 ▲28.5%13,4381.3%TechnologyCNICanadian National Railway$4,711,172$230,133 ▼-4.7%39,5101.2%IndustrialsLLYEli Lilly and Company$4,129,637$4,120,042 ▲42,937.5%3,4431.0%HealthcareUBERUber Technologies$3,831,336$144,681 ▼-3.6%53,0951.0%IndustrialsSCHWCharles Schwab$3,586,073$51,210 ▲1.4%38,8650.9%FinancePGProcter & Gamble$3,487,979$3,478,447 ▲36,493.8%23,7860.9%Consumer StaplesJPMJPMorgan Chase & Co.$3,208,8160.0%9,8030.8%FinanceABBVAbbVie$3,144,494$3,775 ▲0.1%12,4960.8%HealthcareXOMExxonMobil$2,809,185$10,254 ▼-0.4%20,5470.7%EnergyINTCIntel$2,720,6910.0%19,4850.7%TechnologyPGProcter & Gamble$2,572,066$2,562,534 ▲26,884.6%17,5400.7%Consumer StaplesWCNWaste Connections$2,421,172$924,629 ▲61.8%14,5250.6%IndustrialsLLYEli Lilly and Company$2,390,464$2,380,869 ▲24,812.5%1,9930.6%HealthcareDEDeere & Company$2,283,588$2,261,386 ▲10,185.7%3,6000.6%IndustrialsNEENextEra Energy$2,141,586$1,279,247 ▲148.3%24,4000.5%UtilitiesBRK.BBerkshire Hathaway$1,834,4300.0%3,6660.5%FinancePGProcter & Gamble$1,793,407$1,783,875 ▲18,715.4%12,2300.5%Consumer StaplesDEDeere & Company$1,788,811$1,766,609 ▲7,957.1%2,8200.5%IndustrialsBACBank of America$1,724,5000.0%30,2650.4%FinanceLLYEli Lilly and Company$1,529,273$1,519,678 ▲15,837.5%1,2750.4%HealthcareWAL-MART STORES$1,295,6950.0%11,4400.3%COMMRKMerck & Co., Inc.$1,234,6280.0%9,6080.3%HealthcareBABoeing$1,212,2320.0%5,6000.3%IndustrialsPEPPepsiCo$1,195,988$54,837 ▼-4.4%8,8330.3%Consumer StaplesUNPUnion Pacific$1,066,2400.0%3,9200.3%IndustrialsGOOGAlphabet$945,177$53,001 ▼-5.3%2,6750.2%Communication ServicesROUNDHILL MEMORY ETF$919,432$919,432 ▲New Holding12,4500.2%COMMMM3M$900,5430.0%5,5620.2%IndustrialsGSThe Goldman Sachs Group$804,039$25,284 ▼-3.0%7950.2%FinanceLLYEli Lilly and Company$750,843$741,248 ▲7,725.0%6260.2%HealthcarePGProcter & Gamble$703,285$693,753 ▲7,278.5%4,7960.2%Consumer StaplesGABELLI UTILITES FUND CLASS A$701,8940.0%138,7140.2%Equity Mutual FuKOCocaCola$698,9220.0%8,6000.2%Consumer StaplesFISERV$650,697$2,340,371 ▼-78.2%13,2660.2%COMGE VERNOVA INC COM$647,3480.0%5510.2%COMSPYSPDR S&P 500 ETF Trust$597,416$392,054 ▲190.9%8000.2%ETFSYKStryker$585,9170.0%1,8610.1%HealthcareDDominion Energy$557,0420.0%8,1570.1%UtilitiesCPCanadian Pacific Kansas City$535,497$162,036 ▲43.4%6,1800.1%IndustrialsGEGE Aerospace$491,4540.0%1,3150.1%IndustrialsASMLASML$451,116$451,116 ▲New Holding2300.1%TechnologyIVViShares Core S&P 500 ETF$449,3340.0%6000.1%ETFCOSTCostco Wholesale$432,187$23,387 ▼-5.1%4620.1%Consumer StaplesSTTState Street$428,2400.0%2,5250.1%FinanceCARRCarrier Global$416,627$465,771 ▼-52.8%5,6800.1%IndustrialsBRBroadridge Financial Solutions$404,0020.0%2,9500.1%IndustrialsCSCOCisco Systems$397,0150.0%3,3800.1%TechnologyPGProcter & Gamble$379,798$370,266 ▲3,884.6%2,5900.1%Consumer StaplesVVisa$373,9680.0%1,0900.1%FinanceLLYEli Lilly and Company$353,832$344,237 ▲3,587.5%2950.1%HealthcareRSPInvesco S&P 500 Equal Weight ETF$340,432$173,408 ▼-33.7%1,6000.1%ETFVZVerizon Communications$326,0180.0%7,7000.1%Communication ServicesAPDAir Products and Chemicals$322,4980.0%1,1000.1%MaterialsMETAMeta Platforms$321,638$56,329 ▲21.2%5710.1%Communication ServicesBANK NEW YORK MELLON$289,2200.0%2,0000.1%COMUNHUnitedHealth Group$280,550$3,185,801 ▼-91.9%6750.1%HealthcareVANGUARD 500 INDEX FD ADMIRAL$259,4620.0%3750.1%Equity Mutual FuBMYBristol Myers Squibb$236,2420.0%4,1000.1%HealthcareEMREmerson Electric$218,303$218,303 ▲New Holding1,5250.1%IndustrialsAMGNAmgen$215,4610.0%5950.1%HealthcareSPYSPDR S&P 500 ETF Trust$205,3620.0%2750.1%ETFAUSTRALIAN RARE EARTHS LTD$196,1630.0%2,700,0000.0%COMLLYEli Lilly and Company$89,957$80,362 ▲837.5%750.0%HealthcarePGProcter & Gamble$73,320$63,788 ▲669.2%5000.0%Consumer StaplesDEDeere & Company$31,716$9,515 ▲42.9%500.0%IndustrialsDEDeere & Company$28,545$6,343 ▲28.6%450.0%IndustrialsDEDeere & Company$15,858$6,343 ▼-28.6%250.0%IndustrialsLLYEli Lilly and Company$9,5950.0%80.0%HealthcarePGProcter & Gamble$9,5320.0%650.0%Consumer StaplesGILDGilead Sciences$0$215,745 ▼-100.0%00.0%HealthcareNSRGYNestle$0$215,047 ▼-100.0%00.0%Consumer StaplesLMTLockheed Martin$0$211,536 ▼-100.0%00.0%IndustrialsGRAPHITE ONE INC COM$0$198,931 ▼-100.0%00.0%COMShowing largest 100 holdings. 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