INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TTE | 2K | $116.96K |
 | BLK | 2K | $1.25M |
 | USB | 2K | $62.38K |
 | FCX | 2K | $75.91K |
 | HLMN | 2K | $13.67K |
 | MESO | 1K | $10.11K |
 | MDLZ | 1K | $96.10K |
 | PCG | 1K | $24.43K |
 | BP | 1K | $48.92K |
 | EW | 1K | $124.70K |
 | WPC | 1K | $72.61K |
 | DHR | 1K | $321.81K |
 | PBA | 1K | $47.37K |
 | AVGO | 1K | $2.00M |
 | OGE | 1K | $43.66K |
 | V | 1K | $318.11K |
 | UNP | 1K | $270.45K |
 | AES | 1K | $20.42K |
 | EWBC | 1K | $84.95K |
 | COTY | 1K | $11.46K |
TotalEnergies SE
TTE
Shares Held
2K
Value
$116.96K
BlackRock, Inc.
BLK
Shares Held
2K
Value
$1.25M
U.S. Bancorp
USB
Shares Held
2K
Value
$62.38K
Freeport-McMoRan Inc.
FCX
Shares Held
2K
Value
$75.91K
Hillman Solutions Corp.
HLMN
Shares Held
2K
Value
$13.67K
Mesoblast Limited
MESO
Shares Held
1K
Value
$10.11K
Mondelez International, Inc.
MDLZ
Shares Held
1K
Value
$96.10K
Pacific Gas & Electric Co.
PCG
Shares Held
1K
Value
$24.43K
BP p.l.c.
BP
Shares Held
1K
Value
$48.92K
Edwards Lifesciences Corporation
EW
Shares Held
1K
Value
$124.70K
W. P. Carey Inc.
WPC
Shares Held
1K
Value
$72.61K
Danaher Corporation
DHR
Shares Held
1K
Value
$321.81K
Pembina Pipeline Corporation
PBA
Shares Held
1K
Value
$47.37K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$2.00M
OGE Energy Corp.
OGE
Shares Held
1K
Value
$43.66K
Visa Inc.
V
Shares Held
1K
Value
$318.11K
Union Pacific Corporation
UNP
Shares Held
1K
Value
$270.45K
The AES Corporation
AES
Shares Held
1K
Value
$20.42K
East West Bancorp, Inc.
EWBC
Shares Held
1K
Value
$84.95K
Coty Inc.
COTY
Shares Held
1K
Value
$11.46K