Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD MID CAP ETF (VO) | 162,229 | +5,998 | $40,534 |
VO | 162,229 | +5,998 | $40,534 |
VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS (VEA) | 625,254 | -8,745 | $31,363 |
VEA | 625,254 | -8,745 | $31,363 |
MICROSOFT CORP | 68,352 | +636 | $28,756 |
MSFT | 68,352 | +636 | $28,756 |
APPLE INC | 100,853 | +741 | $17,294 |
AAPL | 100,853 | +741 | $17,294 |
VANGUARD RUSSELL 1000 GROWTH ETF (VONG) | 193,720 | +14,493 | $16,790 |
VONG | 193,720 | +14,493 | $16,790 |
ISHARES S&P 500 GROWTH ETF (IVW) | 138,021 | -6,828 | $11,654 |
IVW | 138,021 | -6,828 | $11,654 |
ALPHABET INC CL A | 66,940 | +541 | $10,103 |
GOOGL | 66,940 | +541 | $10,103 |
QUALCOMM INC | 52,967 | -1,465 | $8,967 |
QCOM | 52,967 | -1,465 | $8,967 |
EATON CORP PLC | 28,663 | +188 | $8,962 |
ETN | 28,663 | +188 | $8,962 |
BOEING CO | 45,978 | -857 | $8,873 |
BA | 45,978 | -857 | $8,873 |
VISA INC | 31,462 | -112 | $8,780 |
V | 31,462 | -112 | $8,780 |
HOME DEPOT INC | 22,188 | +278 | $8,511 |
HD | 22,188 | +278 | $8,511 |
AMAZON.COM INC | 38,791 | +3,814 | $6,997 |
AMZN | 38,791 | +3,814 | $6,997 |
CHEVRON CORP | 42,601 | +2,487 | $6,720 |
CVX | 42,601 | +2,487 | $6,720 |
PROCTOR & GAMBLE CO | 40,934 | +390 | $6,641 |
PG | 40,934 | +390 | $6,641 |
ISHARES US TECHNOLOGY ETF (IYW) | 46,904 | +9,362 | $6,335 |
IYW | 46,904 | +9,362 | $6,335 |
UNITEDHEALTH GROUP INC | 12,270 | +53 | $6,070 |
UNH | 12,270 | +53 | $6,070 |
PEPSICO INC | 34,203 | +445 | $5,986 |
PEP | 34,203 | +445 | $5,986 |
BLACKROCK INC | 7,015 | +25 | $5,848 |
BLK | 7,015 | +25 | $5,848 |
ACCENTURE PLC | 16,042 | +769 | $5,560 |
ACN | 16,042 | +769 | $5,560 |
CHARLES SCHWAB CORP | 73,825 | +772 | $5,340 |
SCHW | 73,825 | +772 | $5,340 |
DANAHER CORP | 21,329 | +385 | $5,326 |
DHR | 21,329 | +385 | $5,326 |
ORACLE CORP | 42,241 | -17,762 | $5,306 |
ORCL | 42,241 | -17,762 | $5,306 |
UTILITIES SELECT SECTOR SPDR ETF (XLU) | 79,894 | +2,410 | $5,245 |
XLU | 79,894 | +2,410 | $5,245 |
STARBUCKS CORP | 56,902 | +1,605 | $5,200 |
SBUX | 56,902 | +1,605 | $5,200 |
INTEL CORP | 116,899 | -358 | $5,162 |
INTC | 116,899 | -358 | $5,162 |
CHUBB LIMITED | 18,884 | +230 | $4,893 |
CB | 18,884 | +230 | $4,893 |
ISHARES S&P MIDCAP 400 GROWTH (IJK) | 52,811 | -587 | $4,819 |
IJK | 52,811 | -587 | $4,819 |
BROADCOM INC NPV | 3,546 | +214 | $4,700 |
AVGO | 3,546 | +214 | $4,700 |
ISHARES RUSSELL 2000 ETF (IWM) | 21,693 | -548 | $4,562 |
IWM | 21,693 | -548 | $4,562 |
STRYKER CORP | 12,288 | +58 | $4,397 |
SYK | 12,288 | +58 | $4,397 |
UNION PACIFIC CORP | 17,707 | +269 | $4,355 |
UNP | 17,707 | +269 | $4,355 |
CISCO SYSTEMS INC | 86,373 | -26,460 | $4,310 |
CSCO | 86,373 | -26,460 | $4,310 |
ABBVIE INC | 23,636 | -831 | $4,304 |
ABBV | 23,636 | -831 | $4,304 |
JPMORGAN CHASE & CO | 20,743 | +2,974 | $4,155 |
JPM | 20,743 | +2,974 | $4,155 |
WALT DISNEY CO | 33,800 | -486 | $4,136 |
DIS | 33,800 | -486 | $4,136 |
INTERNATIONAL BUSINESS MACHINES | 21,443 | +273 | $4,095 |
IBM | 21,443 | +273 | $4,095 |
HONEYWELL INTL INC | 19,133 | +426 | $3,927 |
HON | 19,133 | +426 | $3,927 |
AMERICAN TOWER CORP | 19,846 | +559 | $3,921 |
AMT | 19,846 | +559 | $3,921 |
METLIFE INC | 51,220 | -201 | $3,796 |
MET | 51,220 | -201 | $3,796 |
VANECK SEMICONDUCTOR ETF (SMH) | 16,317 | +16,317 | $3,671 |
SMH | 16,317 | +16,317 | $3,671 |
ELI LILLY AND COMPANY | 4,445 | +571 | $3,458 |
LLY | 4,445 | +571 | $3,458 |
ISHARES NASDAQ BIOTECH INDX (IBB) | 25,101 | +1,592 | $3,444 |
IBB | 25,101 | +1,592 | $3,444 |
MEDTRONIC PLC | 38,248 | +1,312 | $3,333 |
MDT | 38,248 | +1,312 | $3,333 |
WELLS FARGO & CO | 55,911 | -467 | $3,240 |
WFC | 55,911 | -467 | $3,240 |
PFIZER INC | 116,495 | +5,185 | $3,233 |
PFE | 116,495 | +5,185 | $3,233 |
COMCAST CORP CL A | 74,046 | -4,653 | $3,209 |
CMCSA | 74,046 | -4,653 | $3,209 |
TARGET CORP | 17,804 | -1,801 | $3,155 |
TGT | 17,804 | -1,801 | $3,155 |
UNITED PARCEL SERVICE INC | 20,926 | +690 | $3,110 |
UPS | 20,926 | +690 | $3,110 |
CVS HEALTH CORP | 38,021 | -159 | $3,032 |
CVS | 38,021 | -159 | $3,032 |
See Full List: All Stocks Held By Perkins Coie Trust Co
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Perkins Coie Trust Co
Size ($ in 1000's)
At 03/31/2024: $426,705 At 12/31/2023: $396,060 Perkins Coie Trust Co holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Perkins Coie Trust Co 13F filings. Link to 13F filings: SEC filings |