INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LUMN | 13K | $14.06K |
 | AMZN | 12K | $2.36M |
 | SBUX | 11K | $878.14K |
 | ELV | 11K | $5.83M |
 | LMT | 11K | $5.02M |
 | HD | 9K | $3.26M |
 | PM | 9K | $953.68K |
 | GS | 9K | $4.12M |
 | UNH | 9K | $4.51M |
 | FDS | 9K | $3.49M |
 | GOOG | 8K | $1.38M |
 | NVDA | 7K | $886.77K |
 | COF | 7K | $932.60K |
 | LLY | 7K | $5.89M |
 | BHP | 6K | $368.52K |
 | CARR | 6K | $401.14K |
 | PSX | 6K | $853.80K |
 | BCLI | 6K | $2.03K |
 | CMCSA | 6K | $231.71K |
 | BAC | 6K | $234.62K |
Lumen Technologies, Inc.
LUMN
Shares Held
13K
Value
$14.06K
Amazon.com, Inc.
AMZN
Shares Held
12K
Value
$2.36M
Starbucks Corporation
SBUX
Shares Held
11K
Value
$878.14K
Elevance Health Inc.
ELV
Shares Held
11K
Value
$5.83M
Lockheed Martin Corporation
LMT
Shares Held
11K
Value
$5.02M
The Home Depot, Inc.
HD
Shares Held
9K
Value
$3.26M
Philip Morris International Inc.
PM
Shares Held
9K
Value
$953.68K
The Goldman Sachs Group, Inc.
GS
Shares Held
9K
Value
$4.12M
UnitedHealth Group Incorporated
UNH
Shares Held
9K
Value
$4.51M
FactSet Research Systems Inc.
FDS
Shares Held
9K
Value
$3.49M
Alphabet Inc.
GOOG
Shares Held
8K
Value
$1.38M
NVIDIA Corporation
NVDA
Shares Held
7K
Value
$886.77K
Capital One Financial Corporation
COF
Shares Held
7K
Value
$932.60K
Eli Lilly and Company
LLY
Shares Held
7K
Value
$5.89M
BHP Group Limited
BHP
Shares Held
6K
Value
$368.52K
Carrier Global Corporation
CARR
Shares Held
6K
Value
$401.14K
Phillips 66
PSX
Shares Held
6K
Value
$853.80K
Brainstorm Cell Therapeutics Inc.
BCLI
Shares Held
6K
Value
$2.03K
Comcast Corporation
CMCSA
Shares Held
6K
Value
$231.71K
Bank of America Corporation
BAC
Shares Held
6K
Value
$234.62K