Fund HoldingsJ. L. Bainbridge & Co., Inc.

Total Portfolio Value
$983.54M
Total Bought
$97.33M
Total Sold
$141.49M
Net Transaction
-$44.17M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES LARGE CAP MAX BUFFER SEP ETF
LARG CAP SEP ETF
148,3741,327,265+1,178,8913,73933,2353.38%+29,496
SALESFORCE INC COM(CRM)81265,873+65,06127117,6781.80%+17,406
META PLATFORMS INC CL A(META)50,64868,046+17,39829,65539,2193.99%+9,564
THE CIGNA GROUP COM(CI)0117,286+117,286038,5873.92%+38,587
GE AEROSPACE COM NEW(GE)103,091106,600+3,50917,19421,3362.17%+4,142
FISERV INC COM(FISV)228,005225,210-2,79546,83749,7335.06%+2,896
JOHNSON & JOHNSON COM(JNJ)0135,137+135,137022,4112.28%+22,411
BECTON DICKINSON & CO COM(BDX)28,94439,713+10,7696,5679,0970.92%+2,530
BIOGEN INC COM(BIIB)0124,522+124,522017,0401.73%+17,040
THE CIGNA GROUP COM(CI)(Call)20,00020,00005,5236,580+1,057
GENERAL MTRS CO COM(GM)516,461606,140+89,67927,51228,5072.90%+995
GE AEROSPACE COM NEW(GE)(Call)20,00020,00003,3364,003+667
NVIDIA CORPORATION COM(NVDA)8,89015,334+6,4441,1941,6620.17%+468
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
IBONDS 27 ETF
09,301+9,30102250.02%+225
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
IBONDS DEC2026
09,246+9,24602240.02%+224
PALANTIR TECHNOLOGIES INC CL A(PLTR)02,474+2,47402090.02%+209
COCA COLA CONS INC COM(COKE)0150+15002030.02%+203
AT&T INC COM(T)21,10320,898-2054815910.06%+110
CHEVRON CORP NEW COM(CVX)4,2254,211-146127040.07%+93
EXXON MOBIL CORP COM5,3775,638+2615786710.07%+92
VERIZON COMMUNICATIONS INC COM(VZ)6,2416,873+6322503120.03%+62
ABBVIE INC COM(ABBV)1,8791,884+53343950.04%+61
CONOCOPHILLIPS COM(COP)3,6443,944+3003614140.04%+53
ISHARES BITCOIN TRUST ETF(IBIT)4,1635,832+1,6692212730.03%+52
COCA COLA CO COM(KO)5,9375,875-623704210.04%+51
SOUTHERN CO COM(SO)4,4484,452+43664090.04%+43
PROCTER AND GAMBLE CO COM(PG)9,2309,279+491,5471,5810.16%+34
OTIS WORLDWIDE CORP COM(OTIS)3,0723,083+112843180.03%+34
MCDONALDS CORP COM(MCD)2,1152,066-496136450.07%+32
VISA INC COM CL A(V)894895+12833140.03%+31
INTERNATIONAL BUSINESS MACHS COM(IBM)1,0031,004+12202500.03%+29
HARTFORD INSURANCE GROUP INC COM(HIG)2,0002,00002192470.03%+29
ELI LILLY & CO COM(LLY)0523+52304320.04%+432
JPMORGAN CHASE & CO. COM(JPM)3,0963,140+447427700.08%+28
STARBUCKS CORP COM(SBUX)3,3173,31703033250.03%+23
NETFLIX INC COM(NFLX)52652604684900.05%+22
SCHWAB CHARLES CORP COM(SCHW)17,71317,013-7001,3111,3320.14%+21
ALERIAN MLP ETF
ALERIAN MLP
5,1035,10302462650.03%+19
COSTCO WHSL CORP NEW COM(COST)62162105695870.06%+18
WISDOMTREE U.S. HIGH DIVIDEND FUND(WT)2,3062,30602152290.02%+13
ISHARES TIPS BOND ETF3,5313,497-343763880.04%+12
CISCO SYS INC COM(CSCO)3,6093,611+22142230.02%+9
XYLEM INC COM(XYL)1,8001,80002092150.02%+6
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
4,4454,44502022060.02%+4
NORFOLK SOUTHN CORP COM(NSC)1,0001,00002352370.02%+2
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF14,06114,06103523540.04%+1
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF5,7525,694-582972980.03%+1
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF22,18522,18505255240.05%-2
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
5,3185,31803063040.03%-2
ONEOK INC NEW COM(OKE)2,1072,10702122090.02%-2
PEPSICO INC COM(PEP)1,3431,34302042010.02%-3
ATOSSA THERAPEUTICS INC COM11,12111,12101070.00%-3
PHILIP MORRIS INTL INC COM(PM)4,5513,368-1,1835485350.05%-13
ROYAL BK CDA COM(RY)2,5002,50003012820.03%-19
ISHARES CORE S&P SMALL CAP ETF1,9461,94602242030.02%-21
ISHARES CORE S&P 500 ETF77877804584370.04%-21
LOCKHEED MARTIN CORP COM(LMT)53853802612400.02%-21
BANK AMERICA CORP COM9,6609,66004254030.04%-21
SCHWAB U.S. LARGE-CAP ETF20,59220,598+64774550.05%-23
ALTRIA GROUP INC COM(MO)5,7624,633-1,1293012780.03%-23
ISHARES CORE S&P MID-CAP ETF6,6236,573-504133840.04%-29
ISHARES RUSSELL 2000 ETF1,0921,017-752412030.02%-38
SCHWAB U.S. SMALL-CAP ETF17,14517,149+44434020.04%-42
WALMART INC COM(WMT)9,8189,594-2248878420.09%-45
SPDR S&P 500 ETF TRUST(SPY)1,6741,670-49819340.09%-47
ISHARES LARGE CAP MAX BUFFER JUN ETF
LARG CAP JUN ETF
146,577146,57703,8313,7800.38%-51
EMERSON ELEC CO COM(EMR)2,3962,239-1572972450.02%-51
HOME DEPOT INC COM(HD)2,5922,59201,0089500.10%-58
EMPIRE ST RLTY OP L P UNIT LTD PRTNSP(ESBA)24,20624,20602461880.02%-59
NUVEEN PFD & INCOME OPPORTUNIT COM(JPC)26,85218,991-7,8612111510.02%-60
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF18,83617,836-1,0005594890.05%-71
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
1,0231,024+16365560.06%-81
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF9,4226,422-3,0003132320.02%-81
TRICO BANCSHARES COM(TCBK)23,00023,00001,0059190.09%-86
RAYONIER ADVANCED MATLS INC COM45,17645,17603732600.03%-113
VANGUARD TOTAL STOCK MARKET ETF8,6218,615-62,4982,3680.24%-131
BLACKROCK INC COM(BLK)1,8221,82201,8681,7240.18%-143
SERVICE PPTYS TR COM SH BEN INT(SVC)57,3540-57,3541460-146
QUALCOMM INC COM(QCOM)0212,196+212,196032,5953.31%+32,595
INVESCO QQQ TRUST SERIES I4,1084,109+12,1001,9270.20%-173
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
8570-8572080-208
ITT INC COM(ITT)1,5000-1,5002140-214
ORACLE CORP COM(ORCL)1,3540-1,3542260-226
TESLA INC COM(TSLA)2,1792,519+3408806530.07%-227
SCHWAB INTERNATIONAL EQUITY ETF14,7670-14,7672730-273
BROADCOM INC COM(AVGO)4,3564,35601,0107290.07%-281
GENERAL MTRS CO COM(GM)(Call)50,00050,00002,6642,352-312
S&P GLOBAL INC COM(SPGI)6820-6823400-340
NEXTERA ENERGY INC COM(NEE)128,255124,717-3,5389,1958,8410.90%-353
US BANCORP DEL COM NEW(USB)96,93096,93004,6364,0920.42%-544
HONEYWELL INTL INC COM(HON)4,1701,121-3,0499422370.02%-705
DELTA AIR LINES INC DEL COM NEW(DAL)(Call)40,00020,000-20,0002,420872-1,548
ALPHABET INC CAP STK CL C(GOOG)(Call)10,0000-10,0001,9040-1,904
WESCO INTL INC COM(WCC)079,936+79,936012,4141.26%+12,414
DISNEY WALT CO COM(DIS)221,287218,691-2,59624,64021,5852.19%-3,055
GOLDMAN SACHS GROUP INC COM(GS)91,07989,528-1,55152,15348,9094.97%-3,245
BERKSHIRE HATHAWAY INC DEL CL B NEW67,44550,458-16,98730,57126,8732.73%-3,699
BLACKSTONE INC COM(BX)176,863179,818+2,95530,49525,1352.56%-5,360
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)167,865162,749-5,11633,15227,0162.75%-6,135
NVENT ELECTRIC PLC SHS(NVT)000000
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