HoldingsChannel.com
Avalon Investment & Advisory Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Apple Inc 605,564 -318,404 $153,989
     AAPL605,564-318,404$153,989
Coca Cola Co 3,019,246 +77,234 $133,602
     KO3,019,246+77,234$133,602
PepsiCo Inc 1,024,022 +20,968 $122,985
     PEP1,024,022+20,968$122,985
Philip Morris Intl Inc 1,629,676 +376,384 $118,901
     PM1,629,676+376,384$118,901
Procter And Gamble Co 990,491 +12,734 $108,954
     PG990,491+12,734$108,954
iShares TR MBS ETF (MBB) 884,635 -15,116 $97,699
     MBB884,635-15,116$97,699
Merck & Co Inc 1,200,808 -110,082 $92,390
     MRK1,200,808-110,082$92,390
Microsoft Corp 502,517 -114,026 $79,252
     MSFT502,517-114,026$79,252
AbbVie Inc 948,950 +422,484 $72,301
     ABBV948,950+422,484$72,301
Gilead Sciences Inc 872,870 -159,993 $65,256
     GILD872,870-159,993$65,256
Texas Instruments Inc 618,213 +382,607 $61,778
     TXN618,213+382,607$61,778
Berkshire Hathaway Inc      $58,087
     BRK.B209,105+6,822$38,231
     BRK.A73-2$19,856
JPMorgan Chase & Co 606,071 +30,078 $54,565
     JPM606,071+30,078$54,565
Chevron Corp 735,234 -49,115 $53,275
     CVX735,234-49,115$53,275
Price T Rowe Group Inc 539,143 +112,496 $52,647
     TROW539,143+112,496$52,647
UnitedHealth Group Inc 209,801 +6,536 $52,320
     UNH209,801+6,536$52,320
Lam Research Corp 214,353 +915 $51,445
     LRCX214,353+915$51,445
Cummins Inc 358,703 -66,509 $48,540
     CMI358,703-66,509$48,540
Cal Maine Foods Inc 1,084,926 +135,662 $47,715
     CALM1,084,926+135,662$47,715
Wells Fargo Co 1,622,108 +445,776 $46,554
     WFC1,622,108+445,776$46,554
Amgen Inc 228,309 +10,735 $46,285
     AMGN228,309+10,735$46,285
Sunnova Energy Intl Inc 4,342,176 +4,342,176 $43,726
     NOVA4,342,176+4,342,176$43,726
Accenture PLC Ireland 256,108 +6,532 $41,812
     ACN256,108+6,532$41,812
Abbott Laboratories 524,449 +23,690 $41,384
     ABT524,449+23,690$41,384
CVS Health Corp 673,169 +25,880 $39,939
     CVS673,169+25,880$39,939
Exxon Mobil Corp 1,047,090 +394,430 $39,758
     XOM1,047,090+394,430$39,758
Cisco Systems Inc 961,134 -324,597 $37,782
     CSCO961,134-324,597$37,782
Verizon Communications Inc 696,945 -350,061 $37,447
     VZ696,945-350,061$37,447
C H Robinson Worldwide Inc 557,972 -1,172 $36,938
     CHRW557,972-1,172$36,938
Amazon.com Inc 18,763 -1 $36,582
     AMZN18,763-1$36,582
Discover Financial Services 915,480 +424,924 $32,655
     DFS915,480+424,924$32,655
Alphabet Inc 27,963 -605 $32,492
     GOOGL27,963-605$32,492
AT&T Inc 1,103,556 +91,707 $32,169
     T1,103,556+91,707$32,169
Kimberly Clark Corp 249,580 +31,349 $31,914
     KMB249,580+31,349$31,914
Emerson Electric Co 667,163 +15,098 $31,790
     EMR667,163+15,098$31,790
Lockheed Martin Corp 89,048 +17,465 $30,183
     LMT89,048+17,465$30,183
Alibaba Group Holding Ltd 153,667 +138,086 $29,885
     BABA153,667+138,086$29,885
United Parcel Service Inc 314,740 +21,079 $29,403
     UPS314,740+21,079$29,403
Crown Castle Intl Corp 200,991 -12,567 $29,023
     CCI200,991-12,567$29,023
Digital Realty Trust Inc 202,290 +13,246 $28,100
     DLR202,290+13,246$28,100
S&P 500 SPDR ETF (SPY) 107,976 +54,669 $27,831
     SPY107,976+54,669$27,831
NVIDIA Corp 98,858 +97,836 $26,059
     NVDA98,858+97,836$26,059
Novo Nordisk AS 431,637 +7,793 $25,985
     NVO431,637+7,793$25,985
Chubb Limited 231,746 -3,710 $25,884
     CB231,746-3,710$25,884
Visa Inc 155,880 -7,124 $25,115
     V155,880-7,124$25,115
Pfizer Inc 765,346 -181,351 $24,981
     PFE765,346-181,351$24,981
Duke Energy Corp 302,052 +19,743 $24,430
     DUK302,052+19,743$24,430
Automatic Data Processing Inc 177,075 -2,645 $24,203
     ADP177,075-2,645$24,203
GlaxoSmithKline PLC 631,612 +48,760 $23,932
     GSK631,612+48,760$23,932
Linde PLC 137,981 -1,887 $23,871
     LIN137,981-1,887$23,871

See Full List: All Stocks Held By Avalon Investment & Advisory
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Avalon Investment & Advisory

Size ($ in 1000's)
At 03/31/2020: $3,915,757
At 12/31/2019: $4,891,735

Avalon Investment & Advisory holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Avalon Investment & Advisory 13F filings. Link to 13F filings: SEC filings

Avalon Investment & Advisory Top Holdings 13F Filings | www.HoldingsChannel.com

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