Fund HoldingsSelect Asset Management & Trust

Total Portfolio Value
$258.0K
Total Bought
$14.5K
Total Sold
$27.6K
Net Transaction
-$13.1K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Apple Computer, Inc.(AAPL)19,22634,126+14,900493.31%+4
Exxon Mobil Corp.13,53841,816+28,278241.74%+3
Vanguard Dividend Appreciation112,811120,302+7,49122249.13%+1
ABBVIE INC(ABBV)06,000+6,000010.41%+1
NVIDIA Corp(NVDA)4,57011,570+7,000120.60%+1
Microsoft Corp(MSFT)8,1339,758+1,625441.59%+1
Abbott Labs05,200+5,200010.23%+1
Emcor Group Inc(EME)24,77324,773011114.36%+1
Hershey Foods Corp(HSY)1,2504,403+3,153010.29%+1
Vanguard Mega Cap Value87,92794,202+6,27511124.56%0
Home Depot, Inc.(HD)0969+969000.15%0
Amazon.com Inc(AMZN)9,4489,4480220.80%0
J.P. Morgan Chase(JPM)10,68010,6800230.99%0
Johnson & Johnson(JNJ)1,3353,535+2,200010.20%0
Air Products & Chemical Inc01,000+1,000000.11%0
Procter & Gamble Company(PG)01,406+1,406000.09%0
Honeywell International I(HON)01,000+1,000000.09%0
Bitwise Bitcoin(BITB)04,190+4,190000.08%0
Shopify Inc(SHOP)02,000+2,000000.08%0
Alphabet Inc - C Shares(GOOG)6,9326,9320110.51%0
Berkshire Hathaway Inc. Cl B5,4505,889+439331.03%0
Paycom Software Inc(PAYC)2,5002,5000010.20%0
PNC Financial Services Gr(PNC)11,45011,4500220.86%0
Netfllix Inc(NFLX)427415-12000.14%0
Blackstone Group LP(BX)3,5503,511-39110.23%0
Berkshire Hills Bancorp Inc32,24532,2450110.36%0
Merck & Co Inc.(MRK)2,3583,148+790000.12%0
Bank of America10,36710,307-60000.18%0
Alphabet Inc - A Shares(GOOG)1,6211,6210000.12%0
Goldman, Sachs & Co.(GS)4624620000.10%0
Financial Select Sector
ST STR FINL ETF
10,03510,0350000.19%0
Vanguard Large Cap5,0935,081-12110.53%0
Vanguard Growth Vipers6906900000.11%0
Workday Inc(WDAY)9029020000.09%0
Hertz Global Holdings21,24221,2420000.03%0
Intuit Inc(INTU)6006000000.15%0
Truist Financial Corp(TFC)7,0977,0970000.12%0
Aether Global Innovations Corp70,00070,0000000.00%0
Phillip Morris International(PM)2,7092,7090000.13%-0
Vanguard S&P 500 ETF2,4642,404-60110.50%-0
Pfizer Inc(PFE)48,11252,222+4,110110.54%-0
Martin Marietta Materials(MLM)4434430000.09%-0
Chevron Texaco Corporation(CVX)4,6204,6200110.26%-0
CIE Financiere Richemon2,3662,3660000.14%-0
iShares Silver Trust(SLV)8,0008,0000000.08%-0
iShares S&P 500 Value1,4341,366-68000.10%-0
Under Armour Inc - Class C(UA)25,04725,0470000.07%-0
Sheldahl, Inc.(SHEL)7,0747,0740000.17%-0
Encompass Health Corporation(EHC)7,3877,3870110.26%-0
Meta Platforms Inc(META)1,4971,397-100110.32%-0
United Health Group Inc.(UNH)5045040000.10%-0
Vanguard REIT Index5,0035,0030000.17%-0
Nestle SA ADR3,4693,4690000.11%-0
Heineken Holding ORD EUR1.64,5484,5480000.11%-0
Pernod Ricard SA Ord1,8611,8610000.08%-0
Lockheed Martin(LMT)9079070100.17%-0
Centene Corp(CNC)8,0008,0000100.19%-0
Market Vectors Gold Miners
GOLD MINERS ETF
30,00030,0000110.39%-0
iShares MSCI Emerging Markets44,55044,5500220.72%-0
HCA Inc.(HCA)1,7451,7450110.20%-0
Ashtead Group2,5780-2,57800-0
S&P 500 Spiders(SPY)112,854110,126-2,728656525.02%-0
Newmont Mining Corp(NEM)13,80013,8000110.20%-0
Schwab US Dividend Equity ETF2,6770-2,67700-0
UGI Corp.(UGI)9,4000-9,40000-0
Utz Brands, Inc.(UTZ)118,038118,0380220.72%-0
Salesforce.com(CRM)9860-98600-0
Mastercard(MA)1,9591,059-900110.22%-0
Vanguard Int Div App Index50,75950,301-458441.56%-0
Short S&P 500 ProShares50,0000-50,00010-1
Vanguard High Div Yield139,714135,106-4,60818176.68%-1
Carlisle Companies Inc(CSL)11,50911,5090541.65%-1
MSCI EAFE Index128,995104,799-24,1961183.07%-3
McDonald's Corp(MCD)19,4969,996-9,500631.12%-3
iShares S&P 100 Index86,43769,849-16,58824207.82%-4
iShares SC S&P 600117,45076,856-40,5941493.43%-5
Dow Diamonds - SPDR Dow Jones(DIA)81,84758,929-22,91835259.72%-10
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