HoldingsChannel.com
| Entity | Amount | Change
12/31/2018 to 03/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC COM |
140,572 | +8,200 | $26,701 |
| AAPL | 140,572 | +8,200 | $26,701 |
| SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB) |
543,515 | -7,402 | $15,511 |
| SPAB | 543,515 | -7,402 | $15,511 |
| MICROSOFT CORP COM |
125,652 | +4,860 | $14,819 |
| MSFT | 125,652 | +4,860 | $14,819 |
| VISA INC COM CL A |
88,597 | -1,271 | $13,838 |
| V | 88,597 | -1,271 | $13,838 |
| INTEL CORP COM |
214,393 | +4,201 | $11,512 |
| INTC | 214,393 | +4,201 | $11,512 |
| HOME DEPOT INC COM |
57,162 | +2,150 | $10,968 |
| HD | 57,162 | +2,150 | $10,968 |
| BLACKROCK INC COM |
24,902 | +645 | $10,642 |
| BLK | 24,902 | +645 | $10,642 |
| AMAZON COM INC COM |
5,839 | +446 | $10,397 |
| AMZN | 5,839 | +446 | $10,397 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) |
174,464 | -8,591 | $9,729 |
| BNDX | 174,464 | -8,591 | $9,729 |
| JOHNSON & JOHNSON COM |
66,847 | +166 | $9,344 |
| JNJ | 66,847 | +166 | $9,344 |
| DISNEY WALT CO COM DISNEY |
79,619 | +2,750 | $8,840 |
| DIS | 79,619 | +2,750 | $8,840 |
| UNION PACIFIC CORP COM |
50,687 | -1,842 | $8,474 |
| UNP | 50,687 | -1,842 | $8,474 |
| JPMORGAN CHASE & CO COM |
83,477 | +4,726 | $8,450 |
| JPM | 83,477 | +4,726 | $8,450 |
| MERCK & CO INC COM |
100,578 | -78 | $8,365 |
| MRK | 100,578 | -78 | $8,365 |
| CISCO SYS INC COM |
152,856 | -5,354 | $8,252 |
| CSCO | 152,856 | -5,354 | $8,252 |
| UNITEDHEALTH GROUP INC COM |
33,138 | +1,006 | $8,193 |
| UNH | 33,138 | +1,006 | $8,193 |
| AMGEN INC COM |
42,835 | +970 | $8,137 |
| AMGN | 42,835 | +970 | $8,137 |
| HONEYWELL INTL INC COM |
48,031 | +1,206 | $7,633 |
| HON | 48,031 | +1,206 | $7,633 |
| VERIZON COMMUNICATIONS INC COM |
120,585 | -2,615 | $7,130 |
| VZ | 120,585 | -2,615 | $7,130 |
| ABBOTT LABS COM |
89,088 | -5,514 | $7,121 |
| ABT | 89,088 | -5,514 | $7,121 |
| LOCKHEED MARTIN CORP COM |
23,563 | +1,880 | $7,072 |
| LMT | 23,563 | +1,880 | $7,072 |
| BOEING CO COM |
18,194 | -526 | $6,939 |
| BA | 18,194 | -526 | $6,939 |
| SPDR PORTFOLIO LARGE CAP ETF (SPLG) |
207,026 | +33,287 | $6,879 |
| SPLG | 207,026 | +33,287 | $6,879 |
| ALPHABET INC CAP STK CL A |
5,836 | +177 | $6,868 |
| GOOGL | 5,836 | +177 | $6,868 |
| EXXON MOBIL CORP COM |
84,606 | +2,783 | $6,836 |
| XOM | 84,606 | +2,783 | $6,836 |
| ALTRIA GROUP INC COM |
108,587 | +11,085 | $6,236 |
| MO | 108,587 | +11,085 | $6,236 |
| TRAVELERS COMPANIES INC COM |
45,159 | +567 | $6,194 |
| TRV | 45,159 | +567 | $6,194 |
| V F CORP COM |
69,385 | +21 | $6,030 |
| VFC | 69,385 | +21 | $6,030 |
| VANGUARD VALUE INDEX FUND (VTV) |
55,272 | -2,616 | $5,948 |
| VTV | 55,272 | -2,616 | $5,948 |
| SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG) |
153,310 | +4,040 | $5,704 |
| SPYG | 153,310 | +4,040 | $5,704 |
| MARSH & MCLENNAN COS INC COM |
58,346 | -1,833 | $5,478 |
| MMC | 58,346 | -1,833 | $5,478 |
| FACEBOOK INC CL A |
29,902 | +1,674 | $4,984 |
| FB | 29,902 | +1,674 | $4,984 |
| THERMO FISHER SCIENTIFIC INC COM |
17,905 | -782 | $4,901 |
| TMO | 17,905 | -782 | $4,901 |
| AMERICAN TOWER CORP NEW COM |
24,536 | -1,982 | $4,835 |
| AMT | 24,536 | -1,982 | $4,835 |
| MCDONALDS CORP COM |
24,022 | -995 | $4,561 |
| MCD | 24,022 | -995 | $4,561 |
| STARBUCKS CORP COM |
59,907 | -5,094 | $4,453 |
| SBUX | 59,907 | -5,094 | $4,453 |
| NEXTERA ENERGY INC COM |
21,910 | +414 | $4,235 |
| NEE | 21,910 | +414 | $4,235 |
| VANGUARD SHORT TERM CORPORATE BOND INDEX FUND (VCSH) |
52,972 | +2,164 | $4,225 |
| VCSH | 52,972 | +2,164 | $4,225 |
| COSTCO WHSL CORP NEW COM |
17,319 | +2,111 | $4,193 |
| COST | 17,319 | +2,111 | $4,193 |
| ISHARES MSCI EAFE GROWTH ETF (EFG) |
53,640 | -13,288 | $4,154 |
| EFG | 53,640 | -13,288 | $4,154 |
| ECOLAB INC COM |
23,357 | -428 | $4,123 |
| ECL | 23,357 | -428 | $4,123 |
| VANGUARD MID CAP VALUE INDEX FUND (VOE) |
38,047 | -639 | $4,104 |
| VOE | 38,047 | -639 | $4,104 |
| CONSTELLATION BRANDS INC CL A |
22,736 | +6,425 | $3,986 |
| STZ | 22,736 | +6,425 | $3,986 |
| PFIZER INC COM |
89,492 | +1,345 | $3,800 |
| PFE | 89,492 | +1,345 | $3,800 |
| PEPSICO INC COM |
30,784 | -2,087 | $3,772 |
| PEP | 30,784 | -2,087 | $3,772 |
| AT&T INC COM |
119,965 | +3,589 | $3,762 |
| T | 119,965 | +3,589 | $3,762 |
| VANGUARD REAL ESTATE ETF (VNQ) |
42,531 | -2,028 | $3,696 |
| VNQ | 42,531 | -2,028 | $3,696 |
| PPG INDS INC COM |
31,221 | +313 | $3,523 |
| PPG | 31,221 | +313 | $3,523 |
| UNITED PARCEL SERVICE INC CL B |
30,532 | +3,992 | $3,411 |
| UPS | 30,532 | +3,992 | $3,411 |
| ALPHABET INC CAP STK CL C |
2,878 | +156 | $3,377 |
| GOOG | 2,878 | +156 | $3,377 |
See Full List: All Stocks Held By Girard Partners LTD.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Girard Partners LTD.
|
Size ($ in 1000's)
At 03/31/2019: $536,354 At 12/31/2018: $475,947 Girard Partners LTD. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Girard Partners LTD. 13F filings. Link to 13F filings: SEC filings |
