Stock Taper

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Edwards Lifesciences CorporationEW1.35K$124.7K
BP p.l.c.BP1.35K$48.92K
PG&E CorporationPCG1.4K$24.43K
Mondelez International, Inc.MDLZ1.47K$96.1K
Mesoblast LimitedMESO1.48K$10.11K
Hillman Solutions Corp.HLMN1.54K$13.67K
Freeport-McMoRan Inc.FCX1.56K$75.91K
U.S. BancorpUSB1.57K$62.38K
BlackRock, Inc.BLK1.58K$1.25M
TotalEnergies SETTE1.75K$116.96K
Alphabet Inc.GOOGL1.76K$321.52K
Applied Materials, Inc.AMAT1.79K$421.48K
Northwest Natural Holding CompanyNWN1.83K$66.05K
Nutrien Ltd.NTR1.89K$95.97K
Dominion Energy, Inc.D1.9K$93.09K
The Walt Disney CompanyDIS1.93K$191.62K
Intel Corp.INTC1.98K$61.17K
AbbVie Inc.ABBV2.02K$346.46K
Gilead Sciences, Inc.GILD2.08K$142.98K
Conagra Brands, Inc.CAG2.15K$60.99K