All Stocks Held By Forbes J M & Co. LLP

As of 03/31/2024, we find all stocks held by Forbes J M & Co. LLP to be as follows, presented in the table below with each row detailing each Forbes J M & Co. LLP position, ordered by largest to smallest position size. The all-stocks-held-by-Forbes J M & Co. LLP table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Forbes J M & Co. LLP as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
MICROSOFT CORP	153,768	-3,098	$64,693
MSFT	153,768	-3,098	$64,693
ISHARES GOLD TRUST (IAU)	1,363,509	-19,375	$57,281
IAU	1,363,509	-19,375	$57,281
NVIDIA CORP	48,278	-5,929	$43,622
NVDA	48,278	-5,929	$43,622
APPLE INC	240,712	-2,246	$41,277
AAPL	240,712	-2,246	$41,277
ENERGY SELECT SECTOR SPDR (XLE)	361,003	-4,203	$34,082
XLE	361,003	-4,203	$34,082
ALPHABET INC CL A	219,202	-1,807	$33,084
GOOGL	219,202	-1,807	$33,084
AMAZON.COM INC	177,515	-2,475	$32,020
AMZN	177,515	-2,475	$32,020
JP MORGAN CHASE & CO	112,572	-1,035	$22,548
JPM	112,572	-1,035	$22,548
MERCK & CO INC	161,894	-1,855	$21,362
MRK	161,894	-1,855	$21,362
PROCTER & GAMBLE CO	117,149	-1,852	$19,007
PG	117,149	-1,852	$19,007
TECHNOLOGY SELECT SECT SPDR (XLK)	89,297	UNCH	$18,598
XLK	89,297	UNCH	$18,598
VISA INC CL A	63,635	-1,086	$17,759
V	63,635	-1,086	$17,759
JOHNSON & JOHNSON	112,234	-1,393	$17,754
JNJ	112,234	-1,393	$17,754
LINDE PLC	36,507	-113	$16,951
LIN	36,507	-113	$16,951
BANK OF AMERICA CORP	431,621	-6,269	$16,367
BAC	431,621	-6,269	$16,367
PEPSICO INC	87,977	-1,731	$15,397
PEP	87,977	-1,731	$15,397
ABBOTT LABS	134,181	-1,396	$15,251
ABT	134,181	-1,396	$15,251
BROADCOM INC	11,351	-4,085	$15,045
AVGO	11,351	-4,085	$15,045
VANGUARD DIVIDEND APPREC ETF (VIG)	82,316	-24,215	$15,032
VIG	82,316	-24,215	$15,032
ADOBE INC	29,529	-26	$14,900
ADBE	29,529	-26	$14,900
COCA COLA CO	235,086	-1,481	$14,383
KO	235,086	-1,481	$14,383
WALMART INC	227,912	+150,513	$13,713
WMT	227,912	+150,513	$13,713
NEXTERA ENERGY INC	211,016	-2,901	$13,486
NEE	211,016	-2,901	$13,486
UNION PAC CORP	53,688	-1,150	$13,203
UNP	53,688	-1,150	$13,203
INTL. BUSINESS MACHINES CORP	66,311	-381	$12,663
IBM	66,311	-381	$12,663
TJX COS INC	118,860	-551	$12,055
TJX	118,860	-551	$12,055
ISHARES CORE S&P MID CAP ETF (IJH)	197,636	+157,563	$12,004
IJH	197,636	+157,563	$12,004
EATON CORP PLC	38,108	+102	$11,916
ETN	38,108	+102	$11,916
FINANCIAL SELECT SECTOR SPDR (XLF)	274,618	UNCH	$11,567
XLF	274,618	UNCH	$11,567
HONEYWELL INTERNATIONAL INC	55,099	-887	$11,309
HON	55,099	-887	$11,309
SALESFORCE INC	36,324	-38	$10,940
CRM	36,324	-38	$10,940
INDUSTRIAL SELECT SECTOR SPDR (XLI)	83,878	UNCH	$10,565
XLI	83,878	UNCH	$10,565
INTERCONTINENTAL EXCHANGE INC (ICE)	75,200	-859	$10,335
ICE	75,200	-859	$10,335
XYLEM INC	79,863	-1,810	$10,321
XYL	79,863	-1,810	$10,321
PROGRESSIVE CORP	46,678	+63	$9,654
PGR	46,678	+63	$9,654
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM)	261,983	-9,102	$9,481
SPEM	261,983	-9,102	$9,481
HOME DEPOT INC	24,270	+23	$9,310
HD	24,270	+23	$9,310
ZOETIS INC	54,312	-1,471	$9,190
ZTS	54,312	-1,471	$9,190
UNITEDHEALTH GROUP INC	18,444	-353	$9,124
UNH	18,444	-353	$9,124
BECTON DICKINSON	34,849	-1,356	$8,623
BDX	34,849	-1,356	$8,623
HEALTH CARE SELECT SECTOR	55,331	UNCH	$8,174
XLV	55,331	UNCH	$8,174
VERIZON COMMUNICATIONS	191,890	-4,982	$8,052
VZ	191,890	-4,982	$8,052
CONSUMER DISCRETIONARY SELECT	43,438	UNCH	$7,988
XLY	43,438	UNCH	$7,988
BRISTOL MYERS SQUIBB CO	140,269	-5,590	$7,607
BMY	140,269	-5,590	$7,607
PROLOGIS INC REIT	57,682	-726	$7,511
PLD	57,682	-726	$7,511
ECOLAB INC	31,687	-448	$7,317
ECL	31,687	-448	$7,317
NESTLE SA SPONS ADR	64,316	-2,701	$6,830
NSRGY	64,316	-2,701	$6,830
ISHARES CORE S&P TOTAL U.S. (ITOT)	58,176	+344	$6,708
ITOT	58,176	+344	$6,708
BERKSHIRE HATHAWAY INC CL B			$5,859
BRK.B	12,426	+50	$5,225
BRK.A	1	UNCH	$634
RIO TINTO PLC SPONS ADR	89,156	-2,665	$5,683
RIO	89,156	-2,665	$5,683
ISHARES BIOTECHNOLOGY ETF (IBB)	40,603	-956	$5,572
IBB	40,603	-956	$5,572
META PLATFORMS INC CL A	11,162	UNCH	$5,420
META	11,162	UNCH	$5,420
COMM SERV SELECT SECTOR SPDR (XLC)	64,939	UNCH	$5,303
XLC	64,939	UNCH	$5,303
EXXON MOBIL CORP	43,764	-384	$5,087
XOM	43,764	-384	$5,087
PALO ALTO NETWORKS INC	17,561	+17,561	$4,990
PANW	17,561	+17,561	$4,990
SERVICENOW INC	5,293	+15	$4,035
NOW	5,293	+15	$4,035
APTIV PLC	44,509	-513	$3,545
APTV	44,509	-513	$3,545
REAL ESTATE SELECT SECT SPDR (XLRE)	76,511	UNCH	$3,024
XLRE	76,511	UNCH	$3,024
UTILITIES SELECT SECTOR SPDR (XLU)	43,604	UNCH	$2,863
XLU	43,604	UNCH	$2,863
ABBVIE INC	14,274	UNCH	$2,599
ABBV	14,274	UNCH	$2,599
AUTOMATIC DATA PROCESSING INC	10,026	-102	$2,504
ADP	10,026	-102	$2,504
TESLA INC	13,772	-195	$2,421
TSLA	13,772	-195	$2,421
ISHARES MSCI KLD 400 SOCIAL ETF (DSI)	23,185	-1,992	$2,337
DSI	23,185	-1,992	$2,337
ALPHABET INC CL C	14,910	UNCH	$2,270
GOOG	14,910	UNCH	$2,270
MCDONALDS CORP	7,789	UNCH	$2,196
MCD	7,789	UNCH	$2,196
CISCO SYSTEMS INC	34,442	-556	$1,719
CSCO	34,442	-556	$1,719
COSTCO WHOLESALE CORP	2,320	UNCH	$1,700
COST	2,320	UNCH	$1,700
ISHARES CORE S&P 500 ETF (IVV)	3,020	+370	$1,588
IVV	3,020	+370	$1,588
EMERSON ELEC CO	12,023	-75	$1,364
EMR	12,023	-75	$1,364
MASTERCARD INC CL A	2,816	UNCH	$1,356
MA	2,816	UNCH	$1,356
DISNEY WALT CO NEW	10,887	UNCH	$1,332
DIS	10,887	UNCH	$1,332
SPDR GOLD MINISHARES TRUST ETF (GLDM)	28,711	UNCH	$1,265
GLDM	28,711	UNCH	$1,265
INTUIT INC	1,943	-20	$1,263
INTU	1,943	-20	$1,263
STRYKER CORPORATION	3,521	UNCH	$1,260
SYK	3,521	UNCH	$1,260
ACCENTURE PLC CL A	3,570	-110	$1,237
ACN	3,570	-110	$1,237
LILLY ELI & CO	1,568	-25	$1,220
LLY	1,568	-25	$1,220
INTEL CORP	27,572	UNCH	$1,218
INTC	27,572	UNCH	$1,218
SPDR GOLD TRUST (GLD)	5,318	UNCH	$1,094
GLD	5,318	UNCH	$1,094
MATERIALS SELECT SECTOR SPDR TRUST (XLB)	11,547	UNCH	$1,073
XLB	11,547	UNCH	$1,073
CHEVRON CORPORATION	6,061	-204	$956
CVX	6,061	-204	$956
CHURCH & DWIGHT INC	8,520	UNCH	$889
CHD	8,520	UNCH	$889
FISERV INC	5,096	UNCH	$814
FI	5,096	UNCH	$814
ANALOG DEVICES INC	4,066	-632	$804
ADI	4,066	-632	$804
RTX CORPORATION	7,795	-132	$760
RTX	7,795	-132	$760
AIR PRODUCTS & CHEMICALS INC	3,120	UNCH	$756
APD	3,120	UNCH	$756
COMCAST CORP CL A	17,218	-86	$746
CMCSA	17,218	-86	$746
NIKE INC CLASS B	7,770	UNCH	$730
NKE	7,770	UNCH	$730
PFIZER INC	24,833	-250	$689
PFE	24,833	-250	$689
ILLINOIS TOOL WKS INC	2,449	UNCH	$657
ITW	2,449	UNCH	$657
DANAHER CORP	2,390	UNCH	$597
DHR	2,390	UNCH	$597
WEYERHAEUSER CO REIT	16,101	UNCH	$578
WY	16,101	UNCH	$578
US BANCORP NEW	12,677	-215	$567
USB	12,677	-215	$567
ROYAL BANK OF CANADA	5,600	UNCH	$565
RY	5,600	UNCH	$565
CANADIAN NATIONAL RAILWAY CO	4,210	UNCH	$554
CNI	4,210	UNCH	$554
PNC FINANCIAL SERVICES GROUP	3,317	+117	$536
PNC	3,317	+117	$536
EDWARDS LIFESCIENCES CORP	5,285	UNCH	$505
EW	5,285	UNCH	$505
CATERPILLAR INC	1,307	UNCH	$479
CAT	1,307	UNCH	$479
BOEING CO	2,437	UNCH	$470
BA	2,437	UNCH	$470
YUM BRANDS INC	3,235	-147	$449
YUM	3,235	-147	$449
GENUINE PARTS CO	2,865	-85	$444
GPC	2,865	-85	$444
TARGET CORP	2,472	-100	$438
TGT	2,472	-100	$438
BIOGEN INC	1,869	-39	$403
BIIB	1,869	-39	$403
STATE STREET CORP	5,035	UNCH	$389
STT	5,035	UNCH	$389
DUPONT DE NEMOURS INC	4,991	UNCH	$383
DD	4,991	UNCH	$383
PROGRESS SOFTWARE CORP	7,120	UNCH	$380
PRGS	7,120	UNCH	$380
CARRIER GLOBAL CORP	6,175	-205	$359
CARR	6,175	-205	$359
PACCAR INC	2,875	UNCH	$356
PCAR	2,875	UNCH	$356
STARBUCKS CORP	3,852	UNCH	$352
SBUX	3,852	UNCH	$352
PAYCHEX INC	2,726	UNCH	$335
PAYX	2,726	UNCH	$335
3M CO	3,038	+54	$322
MMM	3,038	+54	$322
BANK OF NOVA SCOTIA HALIFAX	6,000	UNCH	$311
BNS	6,000	UNCH	$311
ROPER TECHNOLOGIES INC	555	UNCH	$311
ROP	555	UNCH	$311
AXSOME THERAPEUTICS INC	3,840	UNCH	$306
AXSM	3,840	UNCH	$306
CORTEVA INC	4,983	UNCH	$287
CTVA	4,983	UNCH	$287
DOW INC	4,915	UNCH	$285
DOW	4,915	UNCH	$285
GENERAL ELECTRIC CO	1,625	UNCH	$285
GE	1,625	UNCH	$285
ISHARES 7 10 YEAR TREASURY B (IEF)	3,003	-88	$284
IEF	3,003	-88	$284
OTIS WORLDWIDE CORP	2,856	-122	$284
OTIS	2,856	-122	$284
QUALCOMM INC	1,680	UNCH	$284
QCOM	1,680	UNCH	$284
NUVECTIS PHARMA INC	34,000	UNCH	$279
NVCT	34,000	UNCH	$279
CHECK POINT SOFTWARE TECH LTD	1,520	UNCH	$249
CHKP	1,520	UNCH	$249
JPM ULTRA SHORT MUNI INCOME	4,801	UNCH	$244
JMST	4,801	UNCH	$244
JPMORGAN ULTRA SHORT INCOME ETF (JPST)	4,842	-1	$244
JPST	4,842	-1	$244
S&P GLOBAL INC	569	UNCH	$242
SPGI	569	UNCH	$242
INTUITIVE SURGICAL INC	555	+555	$221
ISRG	555	+555	$221
AMERICAN TOWER CORP REIT	1,057	UNCH	$209
AMT	1,057	UNCH	$209
UNITED RENTALS INC	290	+290	$209
URI	290	+290	$209
ORACLE CORPORATION	1,626	+1,626	$204
ORCL	1,626	+1,626	$204
BEYOND AIR INC	35,020	UNCH	$61
XAIR	35,020	UNCH	$61
LOWES COS INC	200	+200	$51
LOW	200	+200	$51
ISHARES 0 3 MONTH TREASURY BD ETF	0	-2,266	$0 (exited)
SGOV	0	-2,266	$0

See Summary: Forbes J M & Co. LLP Top Holdings
See Details: Top 10 Stocks Held By Forbes J M & Co. LLP

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
PANW	+17,561	+$4,990
ISRG	+555	+$221
URI	+290	+$209
ORCL	+1,626	+$204
LOW	+200	+$51

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
SGOV	-2,266	-$227

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
IJH	+157,563	+$898
WMT	+150,513	+$1,511
IVV	+370	+$322
ITOT	+344	+$622
PNC	+117	+$40
ETN	+102	+$2,763
PGR	+63	+$2,229
MMM	+54	-$4
BRK	+50	+$902
HD	+23	+$907

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
VIG	-24,215	-$3,121
IAU	-19,375	+$3,307
SPEM	-9,102	-$118
BAC	-6,269	+$1,623
NVDA	-5,929	+$16,778
BMY	-5,590	+$123
VZ	-4,982	+$630
XLE	-4,203	+$3,463
AVGO	-4,085	-$2,185

Forbes J M & Co. LLP Info

Size ($ in 1000's)
At 03/31/2024: $922,568
At 12/31/2023: $860,618

Forbes J M & Co. LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Forbes J M & Co. LLP 13F filings. Link to 13F filings: SEC filings

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