PRIVATE OCEAN, LLC
Latest 13F filing data - Q2 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BX | 1K | $150.42K |
 | SEIC | 1K | $77.63K |
 | META | 1K | $601.56K |
 | LLY | 1K | $1.03M |
 | TWO | 1K | $14.87K |
 | HD | 1K | $387.27K |
 | BAC | 1K | $44.06K |
 | HPQ | 1K | $36.11K |
 | ACN | 1K | $311.30K |
 | CFG | 1K | $36.44K |
 | PEG | 976 | $71.93K |
 | UNH | 975 | $496.51K |
 | TMUS | 974 | $171.60K |
 | AFRM | 961 | $29.03K |
 | NTAP | 954 | $122.86K |
 | CTVA | 934 | $50.36K |
 | MCHP | 912 | $83.45K |
 | WELL | 910 | $94.87K |
 | IRM | 900 | $80.66K |
 | NSC | 857 | $183.94K |
Blackstone Inc.
BX
Shares Held
1K
Value
$150.42K
SEI Investments Company
SEIC
Shares Held
1K
Value
$77.63K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$601.56K
Eli Lilly and Company
LLY
Shares Held
1K
Value
$1.03M
Two Harbors Investment Corp.
TWO
Shares Held
1K
Value
$14.87K
The Home Depot, Inc.
HD
Shares Held
1K
Value
$387.27K
Bank of America Corporation
BAC
Shares Held
1K
Value
$44.06K
HP Inc.
HPQ
Shares Held
1K
Value
$36.11K
Accenture plc
ACN
Shares Held
1K
Value
$311.30K
Citizens Financial Group, Inc.
CFG
Shares Held
1K
Value
$36.44K
Public Service Enterprise Group Incorporated
PEG
Shares Held
976
Value
$71.93K
UnitedHealth Group Incorporated
UNH
Shares Held
975
Value
$496.51K
T-Mobile US, Inc.
TMUS
Shares Held
974
Value
$171.60K
Affirm Holdings, Inc.
AFRM
Shares Held
961
Value
$29.03K
NetApp, Inc.
NTAP
Shares Held
954
Value
$122.86K
Corteva, Inc.
CTVA
Shares Held
934
Value
$50.36K
Microchip Technology Incorporated
MCHP
Shares Held
912
Value
$83.45K
Welltower Inc.
WELL
Shares Held
910
Value
$94.87K
Iron Mountain Incorporated
IRM
Shares Held
900
Value
$80.66K
Norfolk Southern Corporation
NSC
Shares Held
857
Value
$183.94K