Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
Microsoft Corporation | 1,035 | -30,928 | $389 |
MSFT | 1,035 | -30,928 | $389 |
NextEra Energy Inc | 4,675 | -39,860 | $284 |
NEE | 4,675 | -39,860 | $284 |
Procter & Gamble Co | 1,592 | -25,488 | $233 |
PG | 1,592 | -25,488 | $233 |
Abbott Laboratories | 1,825 | -15,150 | $201 |
ABT | 1,825 | -15,150 | $201 |
Apple Inc | $0 (exited) | ||
AAPL | 0 | -50,813 | $0 |
AbbVie Inc | $0 (exited) | ||
ABBV | 0 | -6,515 | $0 |
Accenture PLC Cl A | $0 (exited) | ||
ACN | 0 | -1,385 | $0 |
Analog Devices Inc | $0 (exited) | ||
ADI | 0 | -4,178 | $0 |
Automatic Data Processing Inc | $0 (exited) | ||
ADP | 0 | -6,290 | $0 |
American Electric Power Co Inc | $0 (exited) | ||
AEP | 0 | -5,280 | $0 |
Amgen Inc | $0 (exited) | ||
AMGN | 0 | -1,150 | $0 |
American Tower Corp | $0 (exited) | ||
AMT | 0 | -7,848 | $0 |
Amazon.com Inc | $0 (exited) | ||
AMZN | 0 | -40,643 | $0 |
Air Products & Chemicals Inc | $0 (exited) | ||
APD | 0 | -2,045 | $0 |
Atmos Energy Corp | $0 (exited) | ||
ATO | 0 | -1,990 | $0 |
American Express Co | $0 (exited) | ||
AXP | 0 | -7,200 | $0 |
Bank of America Corp | $0 (exited) | ||
BAC | 0 | -46,210 | $0 |
Baxter International Inc | $0 (exited) | ||
BAX | 0 | -6,000 | $0 |
Booking Holdings Inc | $0 (exited) | ||
BKNG | 0 | -746 | $0 |
Blackrock Inc | $0 (exited) | ||
BLK | 0 | -2,073 | $0 |
BP PLC Sponsored ADR | $0 (exited) | ||
BP | 0 | -5,250 | $0 |
Berkshire Hathaway Inc Cl B | $0 (exited) | ||
BRK.B | 0 | -1,815 | $0 |
Comcast Corp New Cl A | $0 (exited) | ||
CMCSA | 0 | -37,969 | $0 |
Canadian Pacific Kansas City LTD | $0 (exited) | ||
CP | 0 | -3,500 | $0 |
Salesforce Inc | $0 (exited) | ||
CRM | 0 | -12,848 | $0 |
Chevron Corp | $0 (exited) | ||
CVX | 0 | -12,048 | $0 |
Deere & Co | $0 (exited) | ||
DE | 0 | -5,544 | $0 |
Danaher Corp | $0 (exited) | ||
DHR | 0 | -9,599 | $0 |
Walt Disney Co The | $0 (exited) | ||
DIS | 0 | -16,045 | $0 |
iShares MSCI EAFE ETF | $0 (exited) | ||
EFA | 0 | -8,166 | $0 |
Estee Lauder Companies Inc Cl A | $0 (exited) | ||
EL | 0 | -5,508 | $0 |
Emerson Electric Co | $0 (exited) | ||
EMR | 0 | -4,534 | $0 |
Factset Research Systems Inc | $0 (exited) | ||
FDS | 0 | -1,120 | $0 |
General Dynamics Corp | $0 (exited) | ||
GD | 0 | -6,910 | $0 |
General Electric Co | $0 (exited) | ||
GE | 0 | -2,905 | $0 |
Alphabet Inc Cl C | $0 (exited) | ||
GOOG | 0 | -26,049 | $0 |
Alphabet Inc Cl A | $0 (exited) | ||
GOOGL | 0 | -26,884 | $0 |
Genuine Parts Co | $0 (exited) | ||
GPC | 0 | -2,960 | $0 |
Hewlett Packard Enterprise Co | $0 (exited) | ||
HPE | 0 | -12,750 | $0 |
HP Inc | $0 (exited) | ||
HPQ | 0 | -12,750 | $0 |
Hubbell Inc | $0 (exited) | ||
HUBB | 0 | -2,439 | $0 |
Intercontinental Exchange Inc | $0 (exited) | ||
ICE | 0 | -19,019 | $0 |
iShares Core S&P Mid Cap ETF | $0 (exited) | ||
IJH | 0 | -1,265 | $0 |
iShares Core S&P Small Cap ETF | $0 (exited) | ||
IJR | 0 | -11,824 | $0 |
Intel Corp | $0 (exited) | ||
INTC | 0 | -8,115 | $0 |
Intuit Inc | $0 (exited) | ||
INTU | 0 | -1,345 | $0 |
IQVIA Holdings Inc | $0 (exited) | ||
IQV | 0 | -11,525 | $0 |
Illinois Tool Works Inc | $0 (exited) | ||
ITW | 0 | -4,375 | $0 |
iShares Russell 2000 ETF | $0 (exited) | ||
IWM | 0 | -2,039 | $0 |
Johnson & Johnson | $0 (exited) | ||
JNJ | 0 | -31,230 | $0 |
JPMorgan Chase & Co | $0 (exited) | ||
JPM | 0 | -13,415 | $0 |
Kimberly Clark Corp | $0 (exited) | ||
KMB | 0 | -8,500 | $0 |
Coca Cola Co | $0 (exited) | ||
KO | 0 | -59,319 | $0 |
Linde PLC | $0 (exited) | ||
LIN | 0 | -5,750 | $0 |
Lowe s Cos Inc | $0 (exited) | ||
LOW | 0 | -10,336 | $0 |
Mastercard Inc Cl A | $0 (exited) | ||
MA | 0 | -7,540 | $0 |
McDonald s Corp | $0 (exited) | ||
MCD | 0 | -3,780 | $0 |
Medtronic PLC | $0 (exited) | ||
MDT | 0 | -21,514 | $0 |
SPDR S&P MidCap 400 ETF | $0 (exited) | ||
MDY | 0 | -7,711 | $0 |
3M Co | $0 (exited) | ||
MMM | 0 | -8,355 | $0 |
Merck & Co Inc | $0 (exited) | ||
MRK | 0 | -14,600 | $0 |
Nike Inc Cl B | $0 (exited) | ||
NKE | 0 | -13,321 | $0 |
Norfolk Southern Corp | $0 (exited) | ||
NSC | 0 | -1,745 | $0 |
NVIDIA Corp | $0 (exited) | ||
NVDA | 0 | -6,049 | $0 |
Novartis AG Sponsored ADR | $0 (exited) | ||
NVS | 0 | -24,811 | $0 |
Palo Alto Networks Inc | $0 (exited) | ||
PANW | 0 | -10,163 | $0 |
Paychex Inc | $0 (exited) | ||
PAYX | 0 | -3,930 | $0 |
PepsiCo Inc | $0 (exited) | ||
PEP | 0 | -26,374 | $0 |
Qualcomm Inc | $0 (exited) | ||
QCOM | 0 | -4,010 | $0 |
Rockwell Automation Inc | $0 (exited) | ||
ROK | 0 | -5,844 | $0 |
Roper Technologies Inc | $0 (exited) | ||
ROP | 0 | -3,863 | $0 |
Schlumberger Ltd | $0 (exited) | ||
SLB | 0 | -4,900 | $0 |
Southern Company | $0 (exited) | ||
SO | 0 | -3,740 | $0 |
Stryker Corp | $0 (exited) | ||
SYK | 0 | -11,192 | $0 |
Sysco Corp | $0 (exited) | ||
SYY | 0 | -11,480 | $0 |
TJX Companies Inc | $0 (exited) | ||
TJX | 0 | -30,825 | $0 |
Thermo Fisher Scientific Inc | $0 (exited) | ||
TMO | 0 | -10,254 | $0 |
Travelers Companies Inc | $0 (exited) | ||
TRV | 0 | -9,352 | $0 |
Unilever PLC Sponsored ADR New | $0 (exited) | ||
UL | 0 | -6,585 | $0 |
US Bancorp | $0 (exited) | ||
USB | 0 | -24,787 | $0 |
VMware Inc | $0 (exited) | ||
VMW | 0 | -18,705 | $0 |
Vanguard Extended Market Index ETF | $0 (exited) | ||
VXF | 0 | -2,900 | $0 |
Vanguard Total International Stock ETF | $0 (exited) | ||
VXUS | 0 | -20,430 | $0 |
Waste Management Inc | $0 (exited) | ||
WM | 0 | -13,096 | $0 |
Walmart Inc | $0 (exited) | ||
WMT | 0 | -10,586 | $0 |
Exxon Mobil Corp | 0 | -37,315 | $0 (exited) |
XOM | 0 | -37,315 | $0 |
See Summary: Connolly Sarah T. Top Holdings
See Details: Top 10 Stocks Held By Connolly Sarah T.
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
AAPL | -50,813 | -$8,700 |
TMO | -10,254 | -$5,190 |
AMZN | -40,643 | -$5,167 |
JNJ | -31,230 | -$4,864 |
PEP | -26,374 | -$4,469 |
XOM | -37,315 | -$4,387 |
MDY | -7,711 | -$3,521 |
GOOGL | -26,884 | -$3,518 |
GOOG | -26,049 | -$3,435 |
KO | -59,319 | -$3,321 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
ABT | -15,150 | -$1,443 |
PG | -25,488 | -$3,717 |
MSFT | -30,928 | -$9,703 |
NEE | -39,860 | -$2,267 |
Size ($ in 1000's)
At 12/31/2023: $1,107 At 09/30/2023: $151,525 Connolly Sarah T. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Connolly Sarah T. 13F filings. Link to 13F filings: SEC filings |