Fund Holdings — NORTHCAPE WEALTH MANAGEMENT, LLC

Total Portfolio Value
$309.16M
Total Bought
$27.11M
Total Sold
$26.03M
Net Transaction
+$1.08M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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ARISTA NETWORKS INC(ANET)046,244+46,24405,1111.65%+5,111
JANUS DETROIT STR TR
HENDRSON AAA CL
203,372304,455+101,08310,34815,4394.99%+5,091
JANUS DETROIT STR TR
B-BBB CLO ETF
16,032104,767+88,7357855,1501.67%+4,366
HUNTINGTON INGALLS INDS INC(HII)019,275+19,27503,6421.18%+3,642
KINDER MORGAN INC DEL(KMI)347,121324,185-22,9367,6688,8832.87%+1,215
SPDR GOLD TR(GLD)74,73677,800+3,06418,16518,8386.09%+672
APPLE INC(AAPL)41,20840,986-2229,60110,2643.32%+662
AMAZON COM INC(AMZN)15,74615,993+2472,9343,5091.13%+575
WALMART INC(WMT)73,79272,255-1,5375,9596,5282.11%+570
VISA INC(V)14,55714,451-1064,0024,5671.48%+565
JPMORGAN CHASE & CO.(JPM)20,57420,218-3564,3384,8461.57%+508
ESSENTIAL UTILS INC(WTRG)013,451+13,45104890.16%+489
EMERSON ELEC CO(EMR)34,91534,622-2933,8194,2911.39%+472
HONEYWELL INTL INC(HON)9,41610,599+1,1831,9462,3940.77%+448
ALPHABET INC(GOOG)19,74619,387-3593,3013,6921.19%+391
CISCO SYS INC(CSCO)59,36559,337-283,1593,5131.14%+353
MORGAN STANLEY(MS)15,30215,256-461,5951,9180.62%+323
HARBOR ETF TRUST
COMM ALL WEA ETF
014,348+14,34803180.10%+318
BRISTOL-MYERS SQUIBB CO(BMY)6,0779,937+3,8603145620.18%+248
BROADCOM INC(AVGO)4,3544,254-1007519860.32%+235
HERSHEY CO(HSY)01,307+1,30702210.07%+221
WELLS FARGO CO NEW(WFC)03,040+3,04002140.07%+214
GARMIN LTD(GRMN)01,009+1,00902080.07%+208
MCCORMICK & CO INC(MKC)2,5715,403+2,8322124120.13%+200
DISCOVER FINL SVCS5,6455,64507929780.32%+186
COSTCO WHSL CORP NEW(COST)6,7516,704-475,9856,1431.99%+158
AMERICAN EXPRESS CO(AXP)5,5805,58001,5131,6560.54%+143
ROCKWELL AUTOMATION INC(ROK)7,4287,452+241,9942,1300.69%+136
CHUBB LIMITED
COM
11,73112,648+9173,3833,4951.13%+112
AUTOMATIC DATA PROCESSING IN6,3996,416+171,7711,8780.61%+107
M & T BK CORP(MTB)10,81010,81001,9262,0320.66%+107
SCHWAB CHARLES CORP(SCHW)11,49711,49707458510.28%+106
BLACKSTONE INC(BX)16,37415,153-1,2212,5072,6130.85%+105
CHEVRON CORP NEW(CVX)2,3223,031+7093424390.14%+97
GOLDMAN SACHS GROUP INC(GS)1,2481,24806187150.23%+97
AMERIPRISE FINL INC(AMP)1,3171,31706197010.23%+82
BOEING CO(BA)3,5143,479-355346160.20%+82
MASTERCARD INCORPORATED(MA)2,4782,47801,2241,3050.42%+81
VANGUARD INDEX FDS1,7001,870+1704815420.18%+61
VANGUARD INDEX FDS900990+904755330.17%+59
NVIDIA CORPORATION(NVDA)4,9904,920-706066610.21%+55
BANK AMERICA CORP7,2257,075-1502873110.10%+24
FEDEX CORP(FDX)2,7572,75707557760.25%+21
TRAVELERS COMPANIES INC(TRV)2,4002,40005625780.19%+16
PRICE T ROWE GROUP INC(TROW)3,7853,78504124280.14%+16
SPDR S&P 500 ETF TR(SPY)1,1801,18006776920.22%+15
PAYCHEX INC(PAYX)3,0282,992-364064200.14%+13
ALTRIA GROUP INC(MO)9,6089,597-114905020.16%+11
LABCORP HOLDINGS INC(LH)1,3821,38203093170.10%+8
META PLATFORMS INC(META)47847802742800.09%+6
MURPHY USA INC(MUSA)60060002963010.10%+5
ALPHABET INC(GOOG)1,4901,330-1602472520.08%+5
CLOROX CO DEL(CLX)1,9421,973+313163200.10%+4
ACCENTURE PLC IRELAND
SHS CLASS A
5,9956,032+372,1192,1220.69%+3
CHURCH & DWIGHT CO INC(CHD)10,32310,32301,0811,0810.35%-0
MOLSON COORS BEVERAGE CO(TAP)11,23611,23606466440.21%-2
ISHARES GOLD TR(IAU)15,53515,53507727690.25%-3
PACKAGING CORP AMER(PKG)1,8901,794-964074040.13%-3
WELLTOWER INC(WELL)2,0922,09202682640.09%-4
NATIONAL FUEL GAS CO(NFG)3,8243,736-882322270.07%-5
JOHNSON & JOHNSON(JNJ)23,67326,486+2,8133,8363,8301.24%-6
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
4,6084,60803703620.12%-8
BERKSHIRE HATHAWAY INC DEL1,3051,30506015920.19%-9
SCHWAB STRATEGIC TR3,60010,800+7,2003042950.10%-9
SYSCO CORP(SYY)4,3114,265-463373260.11%-10
MEDTRONIC PLC(MDT)21,26423,829+2,5651,9141,9030.62%-11
YUM BRANDS INC(YUM)2,1432,14302992880.09%-12
ISHARES TR12,30312,613+3104093970.13%-12
VANGUARD WHITEHALL FDS12,56912,517-521,6111,5970.52%-14
ILLINOIS TOOL WKS INC(ITW)1,8821,88204934770.15%-16
PRUDENTIAL FINL INC(PFH)2,0981,991-1072542360.08%-18
STARBUCKS CORP(SBUX)3,6683,66803583350.11%-23
JUNIPER NETWORKS INC18,86318,86307357060.23%-29
VANGUARD INDEX FDS25,35425,205-1496,6896,6572.15%-32
LINDE PLC(LIN)62662602992620.08%-36
ASTRAZENECA PLC(AZN)3,4503,45002692260.07%-43
STRYKER CORPORATION(SYK)9,0248,934-903,2603,2171.04%-43
AFLAC INC(AFL)4,0043,858-1464483990.13%-49
WOODWARD INC(WWD)10,58310,58301,8151,7610.57%-54
LOWES COS INC(LOW)2,2682,267-16145590.18%-55
NORFOLK SOUTHN CORP(NSC)3,3923,344-488437850.25%-58
ABBOTT LABS41,69141,502-1894,7534,6941.52%-59
AMERICAN ELEC PWR CO INC5,7985,79805955350.17%-60
3M CO(MMM)2,6102,273-3373572930.09%-63
PROCTER AND GAMBLE CO(PG)10,07510,027-481,7451,6810.54%-64
AIR PRODS & CHEMS INC8,2088,186-222,4442,3740.77%-70
VANGUARD WHITEHALL FDS6,5476,047-5004814100.13%-70
PHILLIPS 66(PSX)2,6892,460-2293532800.09%-73
ORACLE CORP(ORCL)4,0503,640-4106906070.20%-84
ISHARES TR30,62430,321-3039268300.27%-96
EATON CORP PLC(ETN)14,60214,293-3094,8404,7441.53%-96
WISDOMTREE TR(WT)16,15715,039-1,1187116090.20%-102
EMPIRE ST RLTY OP L P(ESBA)10,0000-10,0001060—-106
INVESCO EXCH TRADED FD TR II22,69221,655-1,0371,6281,5160.49%-112
DUKE ENERGY CORP NEW(DUK)13,81813,716-1021,5931,4780.48%-115
BECTON DICKINSON & CO(BDX)9,6949,763+692,3372,2150.72%-122
EXXON MOBIL CORP32,38134,086+1,7053,7963,6671.19%-129
INTEL CORP(INTC)33,15832,175-9837786450.21%-133
LOCKHEED MARTIN CORP(LMT)1,3601,36007956610.21%-134
HOME DEPOT INC(HD)7,4867,446-403,0332,8960.94%-137
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NORTHCAPE WEALTH MANAGEMENT, LLC — 13F Holdings — Q4 2024 | TickerTrail