Fund HoldingsDrexel Morgan & Co.

Total Portfolio Value
$538.02M
Total Bought
$46.56M
Total Sold
$2.82M
Net Transaction
+$43.73M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
WARNER BROS DISCOVERY INC(WBD)4,600,4636,600,463+2,000,00034,22754,45410.12%+20,226
UNITED PARCEL SVC INC CL B(UPS)0109,765+109,765014,9652.78%+14,965
AT&T INC(T)5,123,3205,123,320097,907112,71320.95%+14,806
INTERNATIONAL BUSINESS MACHINES(IBM)139,735139,735024,16730,8935.74%+6,725
COCA-COLA CO(KO)456,411456,411029,05132,7986.10%+3,747
JOHNSON & JOHNSON(JNJ)216,257216,257031,60835,0476.51%+3,438
AMERICAN EXPRESS CO(AXP)70,91870,918016,42119,2333.57%+2,812
FORD MOTOR CO(F)1,600,0002,100,000+500,00020,06422,1764.12%+2,112
DISNEY WALT PRODUCTIONS(DIS)017,586+17,58601,6920.31%+1,692
CATERPILLAR INC(CAT)27,88627,88609,28910,9072.03%+1,618
DEERE & CO.(DE)28,06528,065010,48611,7122.18%+1,226
APPLE INC(AAPL)44,29644,29609,33010,3211.92%+991
J.P. MORGAN CHASE & CO(JPM)113,589113,589022,97523,9514.45%+977
3M COMPANY(MMM)23,12223,12202,3633,1610.59%+798
WASHINGTON TR BANCORP INC167,123166,923-2004,5815,3771.00%+796
CVS HEALTH CORPORATION(CVS)200,165200,165011,82212,5862.34%+765
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
5,9509,450+3,5009771,6930.31%+716
MCDONALDS CORP(MCD)12,57912,57903,2063,8300.71%+625
UNION PACIFIC CORP(UNP)19,37319,37304,3834,7750.89%+392
RAYTHEON TECHNOLOGIES CORP(RTX)18,29018,29001,8362,2160.41%+380
ABBOTT LABS34,18134,18103,5523,8970.72%+345
UNILEVER PLC SPONSORED ADR(UL)31,37231,37201,7252,0380.38%+313
SPDR S&P 500 ETF TR(SPY)10,43610,386-505,6795,9591.11%+280
HOWMET AEROSPACE INC(HWM)02,500+2,50002510.05%+251
PROCTER & GAMBLE(PG)29,59029,59004,8805,1250.95%+245
MEDTRONIC PLC(MDT)21,54621,54601,6961,9400.36%+244
HOME DEPOT INC(HD)3,3003,30001,1361,3370.25%+201
COLGATE-PALMOLIVE CO(CL)28,82028,82002,7972,9920.56%+195
CARRIER GLOBAL CORP(CARR)8,5788,57805416900.13%+149
EXXON MOBIL CORP68,68068,68007,9068,0511.50%+144
DUPONT DE NEMOURS INC(DD)16,01216,01201,2891,4270.27%+138
NOVARTIS AG - ADR(NVS)9,7209,72001,0351,1180.21%+83
SPDR DOW JONES INDL AVERAGE(DIA)2,0002,00007828460.16%+64
INVESCO QQQ TR6,9006,90003,3063,3680.63%+62
LOWES COS INC(LOW)1,0801,08002382930.05%+54
ISHARES TR2,8662,86605816330.12%+52
ABBVIE INC.(ABBV)1,9001,90003263750.07%+49
SELECT SECTOR SPDR TR
ST STR FINL ETF
10,00010,00004114530.08%+42
OTIS WORLDWIDE CORP(OTIS)4,2884,28804134460.08%+33
ISHARES TR7,7557,75504544830.09%+29
BERKSHIRE HATHAWAY INC DEL CL B50050002032300.04%+27
PEPSICO INC(PEP)2,8002,80004624760.09%+14
AMGEN INC(AMGN)75075002342420.04%+7
NVIDIA CORP(NVDA)1,8001,80002222190.04%-4
AMAZON.COM INC(AMZN)1,4001,40002712610.05%-10
WELLS FARGO CO(WFC)6,7476,74704013810.07%-20
EMERSON ELECTRIC CO(EMR)29,90429,90403,2943,2710.61%-24
ALPHABET INC - CL A(GOOG)1,5201,52002772520.05%-25
CHEVRON CORPORATION(CVX)3,5003,50005475150.10%-32
LILLY, ELI & COMPANY(LLY)2,1342,13401,9321,8910.35%-41
SHELL PLC - ADR(SHEL)38,54438,54402,7822,5420.47%-240
MERCK & CO(MRK)29,29229,29203,6263,3260.62%-300
MICROSOFT CORP(MSFT)30,12930,129013,46612,9652.41%-502
DISNEY WALT PRODUCTIONS(DIS)17,5860-17,5861,7460-1,746
SCHLUMBERGER(SLB)342,412342,412016,15514,3642.67%-1,791
CLEVELAND-CLIFFS INC(CLF)3,083,9953,200,395+116,40047,46340,8697.60%-6,594
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