Fund HoldingsDrexel Morgan & Co.

Total Portfolio Value
$466.52M
Total Bought
$40.78M
Total Sold
$698.4K
Net Transaction
+$40.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
AT&T INC(T)5,119,4605,123,320+3,86090,10297,90720.99%+7,804
CVS HEALTH CORPORATION(CVS)100,265200,165+99,9007,99711,8222.53%+3,825
APPLE INC(AAPL)44,10244,296+1947,5639,3302.00%+1,767
COCA-COLA CO(KO)456,311456,411+10027,91729,0516.23%+1,133
MICROSOFT CORP(MSFT)30,12930,129012,67613,4662.89%+790
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
1,2005,950+4,7502039770.21%+774
SPDR TR UNIT SER 1(SPY)10,23610,436+2005,3545,6791.22%+325
ALPHABET INC - CL A(GOOG)01,520+1,52002770.06%+277
AMERICAN EXPRESS CO(AXP)70,91870,918016,14716,4213.52%+274
LILLY, ELI & COMPANY(LLY)2,1342,13401,6601,9320.41%+272
INVESCO QQQ TRUST SERIES 16,9006,90003,0643,3060.71%+242
J.P. MORGAN CHASE & CO(JPM)113,589113,589022,75222,9754.92%+223
NVIDIA CORP(NVDA)01,800+1,80002220.05%+222
COLGATE-PALMOLIVE CO(CL)28,82028,82002,5952,7970.60%+201
SHELL PLC - ADR(SHEL)38,54438,54402,5842,7820.60%+198
CHEVRON CORPORATION(CVX)2,5553,500+9454035470.12%+144
UNILEVER PLC SPONSORED ADR(UL)31,72231,372-3501,5921,7250.37%+133
3M COMPANY(MMM)21,12223,122+2,0002,2402,3630.51%+122
NOVARTIS AG - ADR(NVS)9,7209,72009401,0350.22%+95
WASHINGTON TR BANCORP INC167,123167,12304,4924,5810.98%+89
DUPONT DE NEMOURS INC(DD)15,72116,012+2911,2051,2890.28%+83
PROCTER & GAMBLE(PG)29,59029,59004,8014,8801.05%+79
AMAZON.COM INC(AMZN)1,1251,400+2752032710.06%+68
RAYTHEON TECHNOLOGIES CORP(RTX)18,29018,29001,7841,8360.39%+52
CARRIER GLOBAL CORP(CARR)8,5788,57804995410.12%+42
ABBVIE INC.(ABBV)1,6091,900+2912933260.07%+33
AMGEN INC(AMGN)75075002132340.05%+21
WELLS FARGO CO(WFC)6,7476,74703914010.09%+10
BERKSHIRE HATHAWAY INC DEL CL B50050002102030.04%-7
SPDR FINANCIAL SELECT
ST STR FINL ETF
10,00010,00004214110.09%-10
UNION PACIFIC CORP(UNP)17,87319,373+1,5004,3964,3830.94%-12
OTIS WORLDWIDE CORP(OTIS)4,2884,28804264130.09%-13
SPDR DOW JONES INDUSTRIAL AVERAGE ETF(DIA)2,0002,00007967820.17%-13
ISHARES CORE S&P MID-CAP ETF7,7557,75504714540.10%-17
ISHARES RUSSELL 2000 INDEX FUND2,8662,86606035810.12%-21
PEPSICO INC(PEP)2,8002,80004904620.10%-28
LOWES COS INC(LOW)1,0801,08002752380.05%-37
EXXON MOBIL CORP68,60068,680+807,9747,9061.69%-68
EMERSON ELECTRIC CO(EMR)29,90429,90403,3923,2940.71%-97
HOME DEPOT INC(HD)3,3003,30001,2661,1360.24%-130
MEDTRONIC PLC(MDT)21,54621,54601,8781,6960.36%-182
MERCK & CO(MRK)28,87929,292+4133,8113,6260.78%-184
MCDONALDS CORP(MCD)12,14212,579+4373,4233,2060.69%-218
DEERE & CO.(DE)26,08628,065+1,97910,71510,4862.25%-229
ABBOTT LABS33,63434,181+5473,8233,5520.76%-271
DISNEY WALT PRODUCTIONS(DIS)16,58617,586+1,0002,0291,7460.37%-283
KYNDRYL HOLDINGS INC(KD)25,9840-25,9845650-565
CATERPILLAR INC(CAT)27,88627,886010,2189,2891.99%-929
FORD MOTOR CO(F)1,600,0001,600,000021,24820,0644.30%-1,184
SCHLUMBERGER(SLB)340,152342,412+2,26018,64416,1553.46%-2,489
INTERNATIONAL BUSINESS MACHINES(IBM)139,735139,735026,68424,1675.18%-2,517
JOHNSON & JOHNSON(JNJ)216,257216,257034,21031,6086.78%-2,602
WARNER BROS DISCOVERY INC(WBD)4,600,4634,600,463040,16234,2277.34%-5,935
CLEVELAND-CLIFFS INC(CLF)2,986,5453,083,995+97,45067,91447,46310.17%-20,451
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