Stock Taper

HERON FINANCIAL GROUP, LLC

Latest 13F filing data - Q2 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Fair Isaac CorporationFICO1.78K$1.44M
Eaton Corporation plcETN1.86K$373.85K
PepsiCo, Inc.PEP1.86K$344.49K
NVIDIA CorporationNVDA1.88K$794.86K
Chevron CorporationCVX1.88K$296.49K
Lowe's Companies, Inc.LOW1.89K$425.67K
3M CompanyMMM2.05K$205.19K
GE AerospaceGE2.15K$236.62K
Pool CorporationPOOL2.16K$807.86K
Caterpillar Inc.CAT2.22K$545.44K
Penske Automotive Group, Inc.PAG2.23K$371.42K
Adobe Inc.ADBE2.27K$1.11M
International Business Machines CorporationIBM2.28K$304.55K
Plexus Corp.PLXS2.54K$249.82K
UnitedHealth Group IncorporatedUNH2.68K$1.29M
The Home Depot, Inc.HD2.71K$840.28K
Pinnacle West Capital CorporationPNW2.74K$222.96K
Abbott LaboratoriesABT2.85K$311.03K
Costco Wholesale CorporationCOST2.85K$1.54M
Ecolab Inc.ECL2.96K$551.86K