ALERA INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BNS | 4K | $232.18K |
 | APH | 4K | $274.98K |
 | CP | 4K | $355.42K |
 | SBUX | 4K | $397.57K |
 | NVS | 4K | $463.36K |
 | SHEL | 4K | $264.59K |
 | HON | 4K | $816.09K |
 | BRK-B | 4K | $1.80M |
 | UBER | 4K | $285.53K |
 | UL | 4K | $243.34K |
 | PAYX | 4K | $494.77K |
 | ORCL | 4K | $621.65K |
 | KB | 3K | $214.83K |
 | C | 3K | $216.97K |
 | TD | 3K | $211.06K |
 | UNH | 3K | $1.92M |
 | CVX | 3K | $482.60K |
 | TXN | 3K | $669.72K |
 | ANET | 3K | $1.22M |
 | EBAY | 3K | $201.58K |
The Bank of Nova Scotia
BNS
Shares Held
4K
Value
$232.18K
Amphenol Corporation
APH
Shares Held
4K
Value
$274.98K
Canadian Pacific Kansas City Ltd.
CP
Shares Held
4K
Value
$355.42K
Starbucks Corporation
SBUX
Shares Held
4K
Value
$397.57K
Novartis AG
NVS
Shares Held
4K
Value
$463.36K
Shell plc
SHEL
Shares Held
4K
Value
$264.59K
Honeywell International Inc.
HON
Shares Held
4K
Value
$816.09K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.80M
Uber Technologies, Inc.
UBER
Shares Held
4K
Value
$285.53K
Unilever PLC
UL
Shares Held
4K
Value
$243.34K
Paychex, Inc.
PAYX
Shares Held
4K
Value
$494.77K
Oracle Corporation
ORCL
Shares Held
4K
Value
$621.65K
KB Financial Group Inc.
KB
Shares Held
3K
Value
$214.83K
Citigroup Inc.
C
Shares Held
3K
Value
$216.97K
The Toronto-Dominion Bank
TD
Shares Held
3K
Value
$211.06K
UnitedHealth Group Incorporated
UNH
Shares Held
3K
Value
$1.92M
Chevron Corporation
CVX
Shares Held
3K
Value
$482.60K
Texas Instruments Incorporated
TXN
Shares Held
3K
Value
$669.72K
Arista Networks, Inc.
ANET
Shares Held
3K
Value
$1.22M
eBay Inc.
EBAY
Shares Held
3K
Value
$201.58K