Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (EFA) | 76,587 | -549 | $6,116 |
EFA | 76,587 | -549 | $6,116 |
BERKSHIRE HATHAWAY INC DEL | $5,782 | ||
BRK.A | 6 | UNCH | $3,807 |
BRK.B | 4,696 | -510 | $1,975 |
HOME DEPOT INC | 14,871 | -573 | $5,705 |
HD | 14,871 | -573 | $5,705 |
MICROSOFT CORP | 12,862 | -578 | $5,411 |
MSFT | 12,862 | -578 | $5,411 |
SCHWAB STRATEGIC TR | 53,809 | +8,851 | $4,989 |
SCHG | 53,809 | +8,851 | $4,989 |
SCHWAB STRATEGIC TR | 64,812 | +8,726 | $4,924 |
SCHV | 64,812 | +8,726 | $4,924 |
SPDR S&P 500 ETF TR (SPY) | 9,321 | +8 | $4,876 |
SPY | 9,321 | +8 | $4,876 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 8,131 | +556 | $4,524 |
MDY | 8,131 | +556 | $4,524 |
JOHNSON & JOHNSON | 27,319 | -322 | $4,322 |
JNJ | 27,319 | -322 | $4,322 |
ISHARES TR (DVY) | 31,696 | +265 | $3,904 |
DVY | 31,696 | +265 | $3,904 |
APPLE INC | 21,061 | -2,227 | $3,611 |
AAPL | 21,061 | -2,227 | $3,611 |
ISHARES TR (IDV) | 121,468 | +6,557 | $3,406 |
IDV | 121,468 | +6,557 | $3,406 |
ELI LILLY & CO | 4,300 | -40 | $3,346 |
LLY | 4,300 | -40 | $3,346 |
CAPITAL CITY BK GROUP INC | 116,494 | -1,563 | $3,227 |
CCBG | 116,494 | -1,563 | $3,227 |
CATERPILLAR INC | 8,347 | -180 | $3,059 |
CAT | 8,347 | -180 | $3,059 |
WALMART INC | 50,344 | +33,758 | $3,029 |
WMT | 50,344 | +33,758 | $3,029 |
PROCTER AND GAMBLE CO | 18,177 | -12,369 | $2,949 |
PG | 18,177 | -12,369 | $2,949 |
BP PLC | 77,009 | UNCH | $2,902 |
BP | 77,009 | UNCH | $2,902 |
COCA COLA CO | 46,092 | -1,617 | $2,820 |
KO | 46,092 | -1,617 | $2,820 |
GENUINE PARTS CO | 17,180 | UNCH | $2,662 |
GPC | 17,180 | UNCH | $2,662 |
SOUTHERN CO | 35,193 | -1,128 | $2,525 |
SO | 35,193 | -1,128 | $2,525 |
DUKE ENERGY CORP NEW | 24,407 | -206 | $2,360 |
DUK | 24,407 | -206 | $2,360 |
VANGUARD INTL EQUITY INDEX F (VWO) | 52,481 | -3,638 | $2,192 |
VWO | 52,481 | -3,638 | $2,192 |
ISHARES TR (IVV) | 3,968 | +43 | $2,086 |
IVV | 3,968 | +43 | $2,086 |
DISNEY WALT CO | 15,805 | +3 | $1,934 |
DIS | 15,805 | +3 | $1,934 |
FIRST TR EXCHANGE TRADED FD (FTSL) | 41,496 | -3,017 | $1,918 |
FTSL | 41,496 | -3,017 | $1,918 |
TEXAS INSTRS INC | 11,007 | UNCH | $1,918 |
TXN | 11,007 | UNCH | $1,918 |
CHEVRON CORP NEW | 12,143 | -193 | $1,915 |
CVX | 12,143 | -193 | $1,915 |
SCHWAB STRATEGIC TR | 22,493 | -117 | $1,832 |
SCHM | 22,493 | -117 | $1,832 |
EMERSON ELEC CO | 15,615 | +4 | $1,771 |
EMR | 15,615 | +4 | $1,771 |
ISHARES TR (IJH) | 27,709 | +22,159 | $1,683 |
IJH | 27,709 | +22,159 | $1,683 |
HONEYWELL INTL INC | 7,694 | UNCH | $1,579 |
HON | 7,694 | UNCH | $1,579 |
TARGET CORP | 8,499 | -328 | $1,506 |
TGT | 8,499 | -328 | $1,506 |
MERCK & CO INC | 11,282 | -1 | $1,489 |
MRK | 11,282 | -1 | $1,489 |
NNN REIT INC | 34,261 | +78 | $1,464 |
NNN | 34,261 | +78 | $1,464 |
TRANE TECHNOLOGIES PLC | 4,764 | UNCH | $1,430 |
TT | 4,764 | UNCH | $1,430 |
FLOWERS FOODS INC | 56,288 | -6,949 | $1,337 |
FLO | 56,288 | -6,949 | $1,337 |
WASTE MGMT INC DEL | 6,095 | +1 | $1,299 |
WM | 6,095 | +1 | $1,299 |
FIRST TR STOXX EUROPEAN SELE (FDD) | 109,646 | -9,144 | $1,297 |
FDD | 109,646 | -9,144 | $1,297 |
VANGUARD TAX MANAGED FDS (VEA) | 25,833 | +220 | $1,296 |
VEA | 25,833 | +220 | $1,296 |
EXXON MOBIL CORP | 10,925 | -63 | $1,270 |
XOM | 10,925 | -63 | $1,270 |
INTERNATIONAL BUSINESS MACHS | 6,278 | -196 | $1,199 |
IBM | 6,278 | -196 | $1,199 |
SCHWAB STRATEGIC TR | 23,753 | -201 | $1,170 |
SCHA | 23,753 | -201 | $1,170 |
SCHWAB STRATEGIC TR | 45,889 | -574 | $1,159 |
SCHE | 45,889 | -574 | $1,159 |
ISHARES TR (IBDP) | 45,449 | UNCH | $1,138 |
IBDP | 45,449 | UNCH | $1,138 |
ISHARES TR (EMB) | 12,678 | -394 | $1,137 |
EMB | 12,678 | -394 | $1,137 |
PFIZER INC | 40,951 | -1,211 | $1,136 |
PFE | 40,951 | -1,211 | $1,136 |
SCHWAB STRATEGIC TR | 13,973 | +6 | $1,127 |
SCHD | 13,973 | +6 | $1,127 |
AMAZON COM INC | 5,977 | +317 | $1,078 |
AMZN | 5,977 | +317 | $1,078 |
WELLS FARGO CO NEW | 18,518 | -274 | $1,073 |
WFC | 18,518 | -274 | $1,073 |
MARSH & MCLENNAN COS INC | 5,191 | UNCH | $1,069 |
MMC | 5,191 | UNCH | $1,069 |
VERIZON COMMUNICATIONS INC | 25,483 | +26 | $1,069 |
VZ | 25,483 | +26 | $1,069 |
AMGEN INC | 3,749 | UNCH | $1,066 |
AMGN | 3,749 | UNCH | $1,066 |
ISHARES TR (IVW) | 11,791 | +342 | $996 |
IVW | 11,791 | +342 | $996 |
BANK AMERICA CORP | 26,197 | -223 | $993 |
BAC | 26,197 | -223 | $993 |
QUALCOMM INC | 5,726 | UNCH | $969 |
QCOM | 5,726 | UNCH | $969 |
INVESCO QQQ TR | 2,173 | -189 | $965 |
QQQ | 2,173 | -189 | $965 |
FIRST TR EXCH TRADED FD III (FMB) | 18,400 | -550 | $945 |
FMB | 18,400 | -550 | $945 |
GENERAL DYNAMICS CORP | 3,214 | +1 | $908 |
GD | 3,214 | +1 | $908 |
INTEL CORP | 20,389 | -12 | $901 |
INTC | 20,389 | -12 | $901 |
PEPSICO INC | 5,040 | +2 | $882 |
PEP | 5,040 | +2 | $882 |
CARDINAL HEALTH INC | 7,844 | UNCH | $878 |
CAH | 7,844 | UNCH | $878 |
SCHWAB STRATEGIC TR | 22,251 | -219 | $868 |
SCHF | 22,251 | -219 | $868 |
ISHARES TR (IWN) | 5,244 | +1,227 | $833 |
IWN | 5,244 | +1,227 | $833 |
AFLAC INC | 9,624 | +2 | $826 |
AFL | 9,624 | +2 | $826 |
ISHARES TR (IJK) | 8,691 | +1,000 | $793 |
IJK | 8,691 | +1,000 | $793 |
3M CO | 7,297 | -50 | $774 |
MMM | 7,297 | -50 | $774 |
ISHARES TR (IVE) | 4,056 | +153 | $758 |
IVE | 4,056 | +153 | $758 |
DOW INC | 12,958 | -11 | $751 |
DOW | 12,958 | -11 | $751 |
VANGUARD WHITEHALL FDS (VYM) | 6,184 | +2,499 | $748 |
VYM | 6,184 | +2,499 | $748 |
FIRST TR VALUE LINE DIVID IN (FVD) | 17,172 | +48 | $725 |
FVD | 17,172 | +48 | $725 |
CISCO SYS INC | 14,479 | -515 | $723 |
CSCO | 14,479 | -515 | $723 |
FIRST TR EXCHANGE TRADED FD (HYLS) | 17,231 | -2,876 | $710 |
HYLS | 17,231 | -2,876 | $710 |
ISHARES TR (IBDQ) | 28,017 | UNCH | $695 |
IBDQ | 28,017 | UNCH | $695 |
ALPHABET INC | 4,303 | -140 | $655 |
GOOG | 4,303 | -140 | $655 |
ISHARES TR (IWO) | 2,174 | +1,131 | $589 |
IWO | 2,174 | +1,131 | $589 |
GENERAL ELECTRIC CO | 3,319 | UNCH | $583 |
GE | 3,319 | UNCH | $583 |
TRUIST FINL CORP | 14,777 | UNCH | $576 |
TFC | 14,777 | UNCH | $576 |
SPDR DOW JONES INDL AVERAGE (DIA) | 1,445 | UNCH | $575 |
DIA | 1,445 | UNCH | $575 |
VISA INC | 2,062 | UNCH | $575 |
V | 2,062 | UNCH | $575 |
IDACORP INC | 6,161 | UNCH | $572 |
IDA | 6,161 | UNCH | $572 |
JPMORGAN CHASE & CO | 2,837 | +55 | $568 |
JPM | 2,837 | +55 | $568 |
ISHARES TR (IWM) | 2,698 | -9 | $567 |
IWM | 2,698 | -9 | $567 |
MCDONALDS CORP | 1,961 | UNCH | $553 |
MCD | 1,961 | UNCH | $553 |
CHUBB LIMITED | 2,132 | UNCH | $552 |
CB | 2,132 | UNCH | $552 |
UNION PAC CORP | 2,192 | UNCH | $539 |
UNP | 2,192 | UNCH | $539 |
INGERSOLL RAND INC | 5,623 | UNCH | $534 |
IR | 5,623 | UNCH | $534 |
DUPONT DE NEMOURS INC | 6,506 | -12 | $499 |
DD | 6,506 | -12 | $499 |
CELSIUS HLDGS INC | 6,000 | UNCH | $498 |
CELH | 6,000 | UNCH | $498 |
ALPHABET INC | 3,260 | -140 | $492 |
GOOGL | 3,260 | -140 | $492 |
ISHARES TR (IWB) | 1,685 | UNCH | $485 |
IWB | 1,685 | UNCH | $485 |
MEDTRONIC PLC | 5,410 | -412 | $471 |
MDT | 5,410 | -412 | $471 |
ENBRIDGE INC | 12,813 | UNCH | $464 |
ENB | 12,813 | UNCH | $464 |
BRISTOL MYERS SQUIBB CO | 8,478 | -179 | $460 |
BMY | 8,478 | -179 | $460 |
PRUDENTIAL FINL INC | 3,917 | UNCH | $460 |
PRU | 3,917 | UNCH | $460 |
ISHARES TR (IJJ) | 3,809 | +214 | $451 |
IJJ | 3,809 | +214 | $451 |
ORACLE CORP | 3,562 | UNCH | $447 |
ORCL | 3,562 | UNCH | $447 |
META PLATFORMS INC | 896 | UNCH | $435 |
META | 896 | UNCH | $435 |
VANGUARD INDEX FDS (VBK) | 1,635 | +8 | $426 |
VBK | 1,635 | +8 | $426 |
UNITED PARCEL SERVICE INC | 2,696 | +1 | $401 |
UPS | 2,696 | +1 | $401 |
CONSOLIDATED EDISON INC | 4,345 | UNCH | $395 |
ED | 4,345 | UNCH | $395 |
ISHARES TR (IBDR) | 16,555 | UNCH | $395 |
IBDR | 16,555 | UNCH | $395 |
ISHARES TR (IYY) | 3,000 | UNCH | $384 |
IYY | 3,000 | UNCH | $384 |
VANGUARD INDEX FDS (VBR) | 1,920 | +11 | $368 |
VBR | 1,920 | +11 | $368 |
ISHARES TR (ESGU) | 3,184 | UNCH | $366 |
ESGU | 3,184 | UNCH | $366 |
NUVEEN MUNICIPAL CREDIT INC | 29,812 | UNCH | $365 |
NZF | 29,812 | UNCH | $365 |
BOOKING HOLDINGS INC | 100 | UNCH | $363 |
BKNG | 100 | UNCH | $363 |
PAYCHEX INC | 2,856 | UNCH | $351 |
PAYX | 2,856 | UNCH | $351 |
ISHARES TR (IJR) | 3,080 | UNCH | $340 |
IJR | 3,080 | UNCH | $340 |
KIMBERLY CLARK CORP | 2,618 | -649 | $339 |
KMB | 2,618 | -649 | $339 |
SYSCO CORP | 4,100 | -231 | $333 |
SYY | 4,100 | -231 | $333 |
VANGUARD INDEX FDS (VNQ) | 3,710 | UNCH | $321 |
VNQ | 3,710 | UNCH | $321 |
ISHARES TR (EEM) | 7,379 | UNCH | $303 |
EEM | 7,379 | UNCH | $303 |
KELLANOVA | 5,254 | -140 | $301 |
K | 5,254 | -140 | $301 |
AMERICAN EXPRESS CO | 1,306 | UNCH | $297 |
AXP | 1,306 | UNCH | $297 |
ABBVIE INC | 1,592 | UNCH | $290 |
ABBV | 1,592 | UNCH | $290 |
VANGUARD INTL EQUITY INDEX F (VT) | 2,272 | +1 | $251 |
VT | 2,272 | +1 | $251 |
COMCAST CORP NEW | 5,769 | UNCH | $250 |
CMCSA | 5,769 | UNCH | $250 |
CORTEVA INC | 4,284 | -1,000 | $247 |
CTVA | 4,284 | -1,000 | $247 |
MONDELEZ INTL INC | 3,422 | -229 | $240 |
MDLZ | 3,422 | -229 | $240 |
GLOBAL PMTS INC | 1,790 | UNCH | $239 |
GPN | 1,790 | UNCH | $239 |
MID AMER APT CMNTYS INC | 1,810 | -70 | $238 |
MAA | 1,810 | -70 | $238 |
CAPITAL ONE FINL CORP | 1,570 | UNCH | $234 |
COF | 1,570 | UNCH | $234 |
NEXTERA ENERGY INC | 3,669 | UNCH | $234 |
NEE | 3,669 | UNCH | $234 |
CUMMINS INC | 791 | +791 | $233 |
CMI | 791 | +791 | $233 |
EATON CORP PLC | 730 | +730 | $228 |
ETN | 730 | +730 | $228 |
LOCKHEED MARTIN CORP | 477 | UNCH | $217 |
LMT | 477 | UNCH | $217 |
AT&T INC | 12,249 | -640 | $216 |
T | 12,249 | -640 | $216 |
ILLINOIS TOOL WKS INC | 783 | UNCH | $210 |
ITW | 783 | UNCH | $210 |
BLACKROCK MUN INCOME TR | 20,100 | -5,400 | $208 |
BFK | 20,100 | -5,400 | $208 |
ISHARES TR (ESGD) | 2,576 | +2,576 | $206 |
ESGD | 2,576 | +2,576 | $206 |
ALTRIA GROUP INC | 4,625 | +4,625 | $202 |
MO | 4,625 | +4,625 | $202 |
NORFOLK SOUTHN CORP | 785 | +785 | $200 |
NSC | 785 | +785 | $200 |
BLACKROCK MUNI INCOME TR II | 13,205 | UNCH | $143 |
BLE | 13,205 | UNCH | $143 |
PIMCO MUN INCOME FD II | 10,439 | +0 | $89 |
PML | 10,439 | UNCH | $89 |
NOVARTIS AG | $0 (exited) | ||
NVS | 0 | -2,072 | $0 |
OSHKOSH CORP | 0 | -14,662 | $0 (exited) |
OSK | 0 | -14,662 | $0 |
See Summary: Murphy Middleton Hinkle & Parker Inc. Top Holdings
See Details: Top 10 Stocks Held By Murphy Middleton Hinkle & Parker Inc.
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
CMI | +791 | +$233 |
ETN | +730 | +$228 |
ESGD | +2,576 | +$206 |
MO | +4,625 | +$202 |
NSC | +785 | +$200 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
OSK | -14,662 | -$1,590 |
NVS | -2,072 | -$209 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
WMT | +33,758 | +$414 |
IJH | +22,159 | +$145 |
SCHG | +8,851 | +$1,259 |
SCHV | +8,726 | +$992 |
IDV | +6,557 | +$190 |
VYM | +2,499 | +$337 |
IWN | +1,227 | +$209 |
IWO | +1,131 | +$326 |
IJK | +1,000 | +$184 |
MDY | +556 | +$681 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
PG | -12,369 | -$1,527 |
FDD | -9,144 | -$137 |
FLO | -6,949 | -$86 |
BFK | -5,400 | -$49 |
VWO | -3,638 | -$115 |
FTSL | -3,017 | -$133 |
HYLS | -2,876 | -$126 |
AAPL | -2,227 | -$873 |
KO | -1,617 | +$9 |
Size ($ in 1000's)
At 03/31/2024: $171,750 At 12/31/2023: $162,014 Murphy Middleton Hinkle & Parker Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Murphy Middleton Hinkle & Parker Inc. 13F filings. Link to 13F filings: SEC filings |