Stock Taper

ALERA INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q3 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Duke Energy CorporationDUK1.92K$220.92K
Intuitive Surgical, Inc.ISRG1.96K$961.91K
The PNC Financial Services Group, Inc.PNC1.96K$362.12K
QUALCOMM IncorporatedQCOM2.02K$342.82K
AMETEK, Inc.AME2.02K$346.17K
T-Mobile US, Inc.TMUS2.03K$419.32K
International Business Machines CorporationIBM2.05K$453.24K
McDonald's CorporationMCD2.08K$633.08K
Mastercard IncorporatedMA2.11K$1.04M
Accenture plcACN2.11K$747.27K
Welltower Inc.WELL2.12K$271.55K
Blackstone Inc.BX2.12K$325.13K
Church & Dwight Co., Inc.CHD2.21K$231.64K
Booz Allen Hamilton Holding CorporationBAH2.21K$360.19K
Bank of MontrealBMO2.27K$204.75K
Zoetis Inc.ZTS2.29K$447.43K
Salesforce, Inc.CRM2.4K$656.36K
Medtronic plcMDT2.4K$215.98K
Aflac IncorporatedAFL2.41K$269.67K
Analog Devices, Inc.ADI2.42K$556.1K