INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BMY | 3K | $112.21K |
 | CNQ | 3K | $95.98K |
 | META | 3K | $1.34M |
 | IBM | 3K | $443.03K |
 | PYPL | 2K | $143.86K |
 | JEF | 2K | $121.07K |
 | OTTR | 2K | $203.91K |
 | MDT | 2K | $181.35K |
 | DUK | 2K | $217.40K |
 | CAG | 2K | $60.99K |
 | GILD | 2K | $142.98K |
 | BK | 2K | $123.85K |
 | ABBV | 2K | $346.46K |
 | INTC | 2K | $61.17K |
 | DIS | 2K | $191.62K |
 | D | 2K | $93.09K |
 | NTR | 2K | $95.97K |
 | NWN | 2K | $66.05K |
 | AMAT | 2K | $421.48K |
 | GOOGL | 2K | $321.52K |
Bristol-Myers Squibb Company
BMY
Shares Held
3K
Value
$112.21K
Canadian Natural Resources Limited
CNQ
Shares Held
3K
Value
$95.98K
Meta Platforms, Inc.
META
Shares Held
3K
Value
$1.34M
International Business Machines Corporation
IBM
Shares Held
3K
Value
$443.03K
PayPal Holdings, Inc.
PYPL
Shares Held
2K
Value
$143.86K
Jefferies Financial Group Inc.
JEF
Shares Held
2K
Value
$121.07K
Otter Tail Corporation
OTTR
Shares Held
2K
Value
$203.91K
Medtronic plc
MDT
Shares Held
2K
Value
$181.35K
Duke Energy Corporation
DUK
Shares Held
2K
Value
$217.40K
Conagra Brands, Inc.
CAG
Shares Held
2K
Value
$60.99K
Gilead Sciences, Inc.
GILD
Shares Held
2K
Value
$142.98K
The Bank of New York Mellon Corporation
BK
Shares Held
2K
Value
$123.85K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$346.46K
Intel Corporation
INTC
Shares Held
2K
Value
$61.17K
The Walt Disney Company
DIS
Shares Held
2K
Value
$191.62K
Dominion Energy, Inc.
D
Shares Held
2K
Value
$93.09K
Nutrien Ltd.
NTR
Shares Held
2K
Value
$95.97K
Northwest Natural Holding Company
NWN
Shares Held
2K
Value
$66.05K
Applied Materials, Inc.
AMAT
Shares Held
2K
Value
$421.48K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$321.52K