Fund HoldingsJERICHO FINANCIAL, LLP

Total Portfolio Value
$137.64M
Total Bought
$15.09M
Total Sold
$8.93M
Net Transaction
+$6.16M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INTEL CORP(INTC)102,006164,099+62,0932,0453,7272.71%+1,681
ABBVIE INC(ABBV)21,12623,280+2,1543,7544,8783.54%+1,124
WASTE MGMT INC DEL(WM)21,85923,740+1,8814,4115,4963.99%+1,085
CHEVRON CORP NEW(CVX)27,80130,544+2,7434,0275,1103.71%+1,083
CHEMED CORP NEW(CHE)5,9316,802+8713,1424,1853.04%+1,043
AMERICAN WTR WKS CO INC NEW17,66021,248+3,5882,1993,1352.28%+936
AMERICAN TOWER CORP NEW(AMT)11,61813,962+2,3442,1313,0382.21%+907
VISA INC(V)16,87217,168+2965,3326,0174.37%+684
PROCTER AND GAMBLE CO(PG)22,62325,864+3,2413,7934,4083.20%+615
AFLAC INC(AFL)38,80741,201+2,3944,0144,5813.33%+567
CROWDSTRIKE HLDGS INC(CRWD)8,8689,957+1,0893,0343,5112.55%+476
MCDONALDS CORP(MCD)12,99313,583+5903,7674,2433.08%+476
COSTCO WHSL CORP NEW(COST)3,4523,628+1763,1633,4312.49%+268
SPDR SER TR
ST STR SP INS
03,628+3,62802200.16%+220
CARDINAL HEALTH INC(CAH)01,501+1,50102070.15%+207
AIR PRODS & CHEMS INC8,6278,933+3062,5022,6341.91%+132
MICROSOFT CORP(MSFT)14,87916,947+2,0686,2726,3624.62%+90
RESMED INC(RMD)15,55516,190+6353,5573,6242.63%+67
NETFLIX INC(NFLX)8,1977,886-3117,3067,3545.34%+48
QUEST DIAGNOSTICS INC(DGX)3,9103,674-2365906220.45%+32
MASTERCARD INCORPORATED(MA)2,2342,171-631,1761,1900.86%+14
SPDR SER TR
ST STR PR SP1500
8,1898,717+5285855930.43%+8
SCHWAB CHARLES CORP(SCHW)10,54810,040-5087817860.57%+5
SPDR SER TR
ST STR SP AERO
1,6211,674+532692690.20%0
S&P GLOBAL INC(SPGI)1,7721,691-818838590.62%-23
VANGUARD WORLD FD680672-82332070.15%-26
JPMORGAN CHASE & CO.(JPM)26,87726,102-7756,4436,4034.65%-40
SPDR SER TR
ST STR SP SEMI
1,1301,196+662812400.17%-40
JOHNSON & JOHNSON(JNJ)2,9542,315-6394273840.28%-43
VANGUARD WORLD FD
INF TECH ETF
618626+83843400.25%-45
ADOBE INC(ADBE)845790-553763030.22%-73
CATERPILLAR INC(CAT)12,39913,276+8774,4984,3793.18%-119
META PLATFORMS INC(META)11,40311,342-616,6766,5374.75%-140
SPDR SER TR
ST STR P500GRW
19,38219,049-3331,7041,5311.11%-173
LOCKHEED MARTIN CORP(LMT)4180-4182030-203
VANGUARD WORLD FD
CONSUM STP ETF
1,0540-1,0542230-223
APPLE INC(AAPL)30,57831,297+7197,6576,9525.05%-705
NVIDIA CORPORATION(NVDA)43,10946,703+3,5945,7895,0623.68%-727
AMAZON COM INC(AMZN)32,61733,149+5327,1566,3074.58%-849
ALPHABET INC(GOOG)35,33737,197+1,8606,6895,7524.18%-937
SALESFORCE INC(CRM)18,88717,987-9006,3144,8273.51%-1,487
BROADCOM INC(AVGO)32,98428,975-4,0097,6474,8513.52%-2,796
TESLA INC(TSLA)16,57411,900-4,6746,6933,0842.24%-3,609
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