INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MS | 47K | $4.53M |
 | MRK | 47K | $5.77M |
 | EMR | 43K | $4.75M |
 | MMM | 41K | $4.16M |
 | ORCL | 39K | $5.51M |
 | ABT | 37K | $3.85M |
 | JPM | 37K | $7.40M |
 | PAYX | 36K | $4.32M |
 | JNJ | 35K | $5.16M |
 | KMB | 32K | $4.48M |
 | PG | 32K | $5.26M |
 | TGT | 31K | $4.61M |
 | DEO | 30K | $3.78M |
 | WMB | 30K | $1.27M |
 | CVX | 30K | $4.63M |
 | DG | 29K | $3.85M |
 | GPC | 29K | $3.97M |
 | PEP | 25K | $4.15M |
 | TXN | 25K | $4.79M |
 | TRGP | 25K | $3.16M |
Morgan Stanley
MS
Shares Held
47K
Value
$4.53M
Merck & Co., Inc.
MRK
Shares Held
47K
Value
$5.77M
Emerson Electric Co.
EMR
Shares Held
43K
Value
$4.75M
3M Company
MMM
Shares Held
41K
Value
$4.16M
Oracle Corporation
ORCL
Shares Held
39K
Value
$5.51M
Abbott Laboratories
ABT
Shares Held
37K
Value
$3.85M
JPMorgan Chase & Co.
JPM
Shares Held
37K
Value
$7.40M
Paychex, Inc.
PAYX
Shares Held
36K
Value
$4.32M
Johnson & Johnson
JNJ
Shares Held
35K
Value
$5.16M
Kimberly-Clark Corporation
KMB
Shares Held
32K
Value
$4.48M
The Procter & Gamble Company
PG
Shares Held
32K
Value
$5.26M
Target Corporation
TGT
Shares Held
31K
Value
$4.61M
Diageo plc
DEO
Shares Held
30K
Value
$3.78M
The Williams Companies, Inc.
WMB
Shares Held
30K
Value
$1.27M
Chevron Corporation
CVX
Shares Held
30K
Value
$4.63M
Dollar General Corporation
DG
Shares Held
29K
Value
$3.85M
Genuine Parts Company
GPC
Shares Held
29K
Value
$3.97M
PepsiCo, Inc.
PEP
Shares Held
25K
Value
$4.15M
Texas Instruments Incorporated
TXN
Shares Held
25K
Value
$4.79M
Targa Resources Corp.
TRGP
Shares Held
25K
Value
$3.16M