Fund HoldingsABNER HERRMAN & BROCK LLC

Total Portfolio Value
$895.9K
Total Bought
$153.9K
Total Sold
$120.9K
Net Transaction
+$33.0K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
CHUBB LTD070,916+70,9160212.29%+21
AON PLC-CLASS A(AON)055,787+55,7870202.22%+20
TESLA INC(TSLA)055,888+55,8880181.98%+18
NETFLIX INC(NFLX)34,10134,146+4532465.10%+14
NVIDIA CORPORATION(NVDA)489,193422,015-67,17853677.44%+14
INTUITIVE SURGICAL INC12,49031,490+19,0006171.91%+11
MICROSOFT CORP(MSFT)77,35676,729-62729384.26%+9
HOME DEPOT INC(HD)36,24559,638+23,39313222.44%+9
ROYAL CARIBBEAN GROUP026,405+26,405080.92%+8
META PLATFORMS INC(META)39,35840,287+92923303.32%+7
INTERNATIONAL BUSINESS MACHS(IBM)145,760145,032-72836434.77%+7
DELL TECHNOLOGIES INC(DELL)147,231157,591+10,36013192.16%+6
INTUIT(INTU)30,44730,684+23719242.70%+5
AMERICAN EXPRESS CO(AXP)72,34176,211+3,87019242.71%+5
AMAZON COM INC(AMZN)148,709149,474+76528333.66%+5
HILTON WORLDWIDE HOLDINGS INC(HLT)016,575+16,575040.49%+4
JPMORGAN CHASE & CO.(JPM)128,130123,233-4,89731363.99%+4
ADVANCED MICRO DEVICES INC(AMD)145,981132,493-13,48815192.10%+4
ORACLE CORP(ORCL)160,260119,118-41,14222262.91%+4
UBER TECHNOLOGIES INC(UBER)038,473+38,473040.40%+4
ALPHABET INC(GOOG)124,851126,025+1,17420222.50%+3
MARRIOTT INTL INC NEW(MAR)70,27271,319+1,04717192.17%+3
BANK NEW YORK MELLON CORP27,17553,875+26,700250.55%+3
WALMART INC(WMT)207,416207,616+20018202.27%+2
EMERSON ELEC CO(EMR)81,30381,30309111.21%+2
RTX CORPORATION(RTX)82,40686,943+4,53711131.42%+2
CITIGROUP INC(C)97,14098,665+1,525780.94%+2
STRYKER CORPORATION(SYK)32,51432,990+47612131.46%+1
BOEING CO(BA)15,13515,1350330.35%+1
MASTERCARD INCORPORATED(MA)40,51240,055-45722232.51%0
AMERICAN INTL GROUP INC159,246164,827+5,58114141.57%0
SALESFORCE INC(CRM)78,15277,785-36721212.37%0
SPDR S&P 500 ETF TRUST14,83113,695-1,136880.94%0
ABBOTT LABS137,395135,096-2,29918182.05%0
AUTOMATIC DATA PROCESSING IN57,59157,398-19318181.98%0
EQT CORP(EQT)13,82713,8270110.09%0
DORIAN LPG LTD(LPG)10,50010,5000000.03%0
WELLS FARGO CO NEW(WFC)288,512258,657-29,85521212.31%0
ENERGY TRANSFER L P(ET)10,00010,0000000.02%-0
PUBLIC SVC ENTERPRISE GRP IN(PEG)16,77916,240-539110.15%-0
PFIZER INC(PFE)14,75014,7500000.04%-0
NEXTERA ENERGY INC(NEE)11,69411,296-398110.09%-0
DUPONT DE NEMOURS INC(DD)10,50010,5000110.08%-0
UNITED PARCEL SERVICE INC(UPS)10,55010,5500110.12%-0
PEPSICO INC(PEP)11,08110,783-298210.16%-0
AMGEN INC(AMGN)11,61512,080+465430.38%-0
AIR PRODS & CHEMS INC36,38336,042-34111101.13%-1
ELI LILLY & CO(LLY)27,33427,648+31423222.41%-1
MCDONALDS CORP(MCD)56,71556,200-51518161.83%-1
PROCTER AND GAMBLE CO(PG)31,55024,350-7,200540.43%-1
EXXON MOBIL CORP126,993126,110-88315141.52%-2
APPLE INC(AAPL)103,860103,824-3623212.38%-2
CHEVRON CORP NEW(CVX)92,58993,239+65015131.49%-2
MORGAN STANLEY(MS)220,085163,426-56,65926232.57%-3
APPLIED MATLS INC22,8750-22,87530-3
ADOBE INC(ADBE)29,14816,233-12,9151160.70%-5
BANK AMERICA CORP404,8190-404,819170-17
CHUBB LIMITED
COM
71,6820-71,682220-22
AON PLC(AON)56,4350-56,435230-23
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