Fund HoldingsCarl P. Sherr & Co., LLC

Total Portfolio Value
$177.37M
Total Bought
$8.70M
Total Sold
$8.90M
Net Transaction
-$200.1K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR157,703156,616-1,08711,84413,2257.46%+1,381
ELI LILLY & CO(LLY)05,291+5,29104,1162.32%+4,116
NVIDIA CORPORATION(NVDA)2,3802,38001,1792,1501.21%+972
CHIPOTLE MEXICAN GRILL INC(CMG)102391+2892331,1370.64%+903
ISHARES TR136,041136,686+64511,47212,3626.97%+890
MICROSOFT CORP(MSFT)19,01218,931-817,1497,9654.49%+816
SUPER MICRO COMPUTER INC(SMCI)1,6611,178-4834721,1900.67%+718
DISNEY WALT CO(DIS)13,74714,098+3511,2411,7250.97%+484
ISHARES TR
CORE MSCI TOTAL
106,578108,592+2,0146,9207,3694.15%+449
HOME DEPOT INC(HD)11,15111,152+13,8644,2782.41%+414
JPMORGAN CHASE & CO(JPM)14,32814,081-2472,4372,8201.59%+383
AMERICAN EXPRESS CO(AXP)9,3979,398+11,7602,1401.21%+379
META PLATFORMS INC(META)2,6242,62409291,2740.72%+345
VERTIV HOLDINGS CO(VRT)10,24610,24604928370.47%+345
ISHARES TR39,67640,511+8353,0843,4071.92%+323
ON HLDG AG(ONON)08,900+8,90003150.18%+315
COSTCO WHSL CORP NEW(COST)3,5553,55502,3472,6051.47%+258
ORACLE CORP(ORCL)01,869+1,86902350.13%+235
INTERNATIONAL BUSINESS MACHS(IBM)8,3988,402+41,3741,6040.90%+231
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,670+1,67002270.13%+227
APOLLO GLOBAL MGMT INC(APO)02,000+2,00002250.13%+225
MASTERCARD INCORPORATED(MA)0463+46302230.13%+223
WALMART INC(WMT)03,655+3,65502200.12%+220
AMAZON COM INC(AMZN)6,7976,897+1001,0331,2440.70%+211
ISHARES TR31,37832,586+1,2083,3973,6012.03%+205
ABBOTT LABS01,796+1,79602040.12%+204
SPDR SER TR
ST STR SP REGBNK
03,987+3,98702000.11%+200
VANGUARD INDEX FDS5,7845,794+101,7981,9941.12%+196
MERCK & CO INC(MRK)08,368+8,36801,1040.62%+1,104
EATON CORP PLC(ETN)2,6492,650+16388290.47%+191
FERGUSON PLC NEW7,2017,202+11,3901,5730.89%+183
SAFETY INS GROUP INC(SAFT)30,88630,693-1932,3472,5231.42%+176
VANGUARD INDEX FDS14,24513,564-6813,3793,5251.99%+146
BERKSHIRE HATHAWAY INC DEL1,7121,794+826117540.43%+144
ABBVIE INC(ABBV)5,2705,27008179600.54%+143
VANGUARD INDEX FDS5,4135,654+2411,1551,2920.73%+138
ALPHABET INC(GOOG)11,89911,900+11,6771,8121.02%+135
ISHARES TR292,152297,021+4,86915,19215,3268.64%+134
VERITONE INC025,500+25,50001340.08%+134
ISHARES TR6,48510,245+3,7602023300.19%+128
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
28,46430,299+1,8352,3142,4391.38%+126
VISA INC(V)5,8465,84601,5221,6310.92%+110
ISHARES TR02,602+2,60201,3680.77%+1,368
FERRARI N V
COM
1,0481,04803554570.26%+102
SPDR SER TR
ST STR SP HOME
5,9835,989+65726680.38%+96
SPDR S&P 500 ETF TR(SPY)1,9431,94309241,0160.57%+93
MARRIOTT INTL INC NEW(MAR)3,2253,22507278140.46%+86
BANK AMERICA CORP18,92618,936+106377180.40%+81
TJX COS INC NEW(TJX)011,960+11,96001,2130.68%+1,213
DELTA AIR LINES INC DEL(DAL)9,2209,223+33714420.25%+71
HCA HEALTHCARE INC(HCA)90190102443010.17%+57
ISHARES TR2,20210,978+8,7766106670.38%+57
TRACTOR SUPPLY CO(TSCO)1,2001,20002583140.18%+56
PEPSICO INC(PEP)10,66510,66501,8111,8661.05%+55
VANGUARD WORLD FD
FINANCIALS ETF
5,0895,099+104705220.29%+53
PROCTER AND GAMBLE CO(PG)3,3363,335-14895410.31%+52
VANGUARD TAX-MANAGED FDS21,58921,633+441,0341,0850.61%+51
VANGUARD INDEX FDS2,9052,867-387027480.42%+45
ISHARES TR3,6963,69602933370.19%+44
INVESCO QQQ TR6,3795,980-3992,6122,6551.50%+43
VANGUARD WORLD FD
UTILITIES ETF
7,1357,136+19781,0170.57%+39
SYSCO CORP(SYY)4,7154,71503453830.22%+38
DNP SELECT INCOME FD INC(DNP)112,728109,530-3,1989569930.56%+38
NEXTERA ENERGY INC(NEE)10,30010,30006266580.37%+33
ISHARES TR3,19115,955+12,7648388700.49%+32
ALPHABET INC(GOOG)2,8602,86004004320.24%+32
ISHARES TR05,187+5,18706780.38%+678
VAIL RESORTS INC(MTN)03,502+3,50207800.44%+780
HANCOCK JOHN PREM DIVID FD25,69525,69502742990.17%+26
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,5501,55002983230.18%+24
YUM BRANDS INC(YUM)2,8772,87703763990.22%+23
ISHARES TR3,9713,821-1504184410.25%+23
BLACKROCK INC(BLK)1,0251,02508328550.48%+22
VANGUARD SPECIALIZED FUNDS1,7761,77603033240.18%+22
MODERNA INC(MRNA)03,043+3,04303240.18%+324
ISHARES TR3,4323,43204024230.24%+20
VANGUARD WORLD FD
INF TECH ETF
45445402202380.13%+18
ISHARES TR3,7373,73702993160.18%+17
ISHARES TR
MSCI USA MIN ETF
2,9662,96602312480.14%+16
VANGUARD INDEX FDS3,7403,502-2385595700.32%+11
ILLINOIS TOOL WKS INC(ITW)1,7521,75204594700.27%+11
GENERAL MTRS CO(GM)07,431+7,43103370.19%+337
ISHARES TR04,286+4,28608010.45%+801
BLACKSTONE INC(BX)2,2502,25002952960.17%+1
UNION PAC CORP(UNP)3,1703,17007797800.44%+1
BLACKROCK TAX MUNICPAL BD TR(BBN)11,81011,81001921930.11%+1
LOCKHEED MARTIN CORP(LMT)56656602572570.15%+1
GUGGENHEIM TAXABLE MUNICP BO11,32511,32501831840.10%+1
DUKE ENERGY CORP NEW(DUK)2,7212,72102642630.15%-1
BRUNSWICK CORP(BC)5,5095,510+15335320.30%-1
ISHARES TR4,8004,80002602580.15%-1
PIMCO HIGH INCOME FD(PHK)36,80036,80001841820.10%-2
ISHARES TR06,886+6,88607860.44%+786
VANGUARD MUN BD FDS8,8308,83004514470.25%-4
MICROCHIP TECHNOLOGY INC.(MCHP)11,57011,57001,0431,0380.59%-5
ISHARES TR14,22914,22908248190.46%-6
ISHARES TR
CORE DIV GRWTH
6,2815,671-6103383290.19%-9
WEC ENERGY GROUP INC(WEC)4,2934,29303613530.20%-9
AMGEN INC(AMGN)3,2563,25609389260.52%-12
VANGUARD STAR FDS12,51211,807-7057257120.40%-13
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