Fund HoldingsDrexel Morgan & Co.

Total Portfolio Value
$484.77M
Total Bought
$15.81M
Total Sold
$60.30M
Net Transaction
-$44.49M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
CVS HEALTH CORP(CVS)200,165600,165+400,00012,58626,9415.56%+14,355
AT&T INC(T)5,123,3205,123,3200112,713116,65824.06%+3,945
JPMORGAN CHASE & CO.(JPM)113,589113,589023,95127,2285.62%+3,277
APPLE INC(AAPL)44,29644,296010,32111,0932.29%+772
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
9,45013,000+3,5501,6932,2780.47%+585
EMERSON ELEC CO(EMR)29,90429,90403,2713,7060.76%+435
DISNEY WALT CO(DIS)17,58617,58601,6921,9580.40%+267
CISCO SYS INC(CSCO)03,650+3,65002160.04%+216
AUTOMATIC DATA PROCESSING IN0700+70002050.04%+205
DEERE & CO(DE)28,06528,065011,71211,8912.45%+179
INVESCO QQQ TR6,9006,90003,3683,5270.73%+160
SPDR S&P 500 ETF TR(SPY)10,38610,38605,9596,0871.26%+128
WELLS FARGO CO NEW(WFC)6,7476,74703814740.10%+93
AMAZON COM INC(AMZN)1,4001,40002613070.06%+46
ALPHABET INC(GOOG)1,5201,52002522880.06%+36
SELECT SECTOR SPDR TR
ST STR FINL ETF
10,00010,00004534830.10%+30
NVIDIA CORPORATION(NVDA)1,8001,80002192420.05%+23
HOWMET AEROSPACE INC(HWM)2,5002,50002512730.06%+23
SPDR DOW JONES INDL AVERAGE(DIA)2,0002,00008468510.18%+5
ISHARES TR2,8662,86606336330.13%0
ISHARES TR7,7557,75504834830.10%-0
BERKSHIRE HATHAWAY INC DEL50050002302270.05%-3
CHEVRON CORP NEW(CVX)3,5003,50005155070.10%-9
LOWES COS INC(LOW)1,0801,08002932670.05%-26
ABBOTT LABS34,18134,18103,8973,8660.80%-31
ABBVIE INC(ABBV)1,9001,90003753380.07%-38
OTIS WORLDWIDE CORP(OTIS)4,2884,28804463970.08%-49
PEPSICO INC(PEP)2,8002,80004764260.09%-50
HOME DEPOT INC(HD)3,3003,30001,3371,2840.26%-53
RTX CORPORATION(RTX)18,29018,29002,2162,1170.44%-99
CARRIER GLOBAL CORPORATION(CARR)8,5788,57806905860.12%-105
SHELL PLC(SHEL)38,54438,54402,5422,4150.50%-127
WASHINGTON TR BANCORP INC166,923166,92305,3775,2331.08%-144
PROCTER AND GAMBLE CO(PG)29,59029,59005,1254,9611.02%-164
NOVARTIS AG(NVS)9,7209,72001,1189460.20%-172
INTERNATIONAL BUSINESS MACHS(IBM)139,735139,735030,89330,7186.34%-175
3M CO(MMM)23,12223,12203,1612,9850.62%-176
MCDONALDS CORP(MCD)12,57912,57903,8303,6470.75%-184
DUPONT DE NEMOURS INC(DD)16,01216,01201,4271,2210.25%-206
MEDTRONIC PLC(MDT)21,54621,54601,9401,7210.36%-219
AMGEN INC(AMGN)7500-7502420-242
ELI LILLY & CO(LLY)2,1342,13401,8911,6470.34%-243
UNILEVER PLC(UL)31,37231,37202,0381,7790.37%-259
MICROSOFT CORP(MSFT)30,12930,129012,96512,6992.62%-265
UNION PAC CORP(UNP)19,37319,37304,7754,4180.91%-357
COLGATE PALMOLIVE CO(CL)28,82028,82002,9922,6200.54%-372
MERCK & CO INC(MRK)29,29229,29203,3262,9140.60%-412
CLEVELAND-CLIFFS INC NEW(CLF)3,200,3954,300,395+1,100,00040,86940,4248.34%-445
EXXON MOBIL CORP68,68068,68008,0517,3881.52%-663
CATERPILLAR INC(CAT)27,88627,886010,90710,1162.09%-791
UNITED PARCEL SERVICE INC(UPS)109,765109,765014,96513,8412.86%-1,124
SCHLUMBERGER LTD(SLB)342,412342,412014,36413,1282.71%-1,236
FORD MTR CO(F)2,100,0002,100,000022,17620,7904.29%-1,386
JOHNSON & JOHNSON(JNJ)216,257216,257035,04731,2756.45%-3,772
COCA COLA CO(KO)456,411456,411032,79828,4165.86%-4,382
AMERICAN EXPRESS CO(AXP)70,91845,918-25,00019,23313,6282.81%-5,605
WARNER BROS DISCOVERY INC(WBD)6,600,4630-6,600,46354,4540-54,454
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