Fund HoldingsDOVER ADVISORS, LLC

Total Portfolio Value
$76.04M
Total Bought
$735.9K
Total Sold
$24.54M
Net Transaction
-$23.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
TAIWAN SEMICONDUCTOR MFG LTD(TSM)04,882+4,88205100.67%+510
FORTINET INC(FTNT)03,860+3,86002260.30%+226
EXPEDIA GROUP INC(EXPE)7,8675,984-1,8838119081.19%+97
KLA CORP(KLAC)3,5002,872-6281,6051,6692.20%+64
NETFLIX INC(NFLX)844779-653193790.50%+61
INTEL CORP(INTC)14,79211,522-3,2705265790.76%+53
BLACKSTONE INC(BX)2,0902,050-402242680.35%+44
PALO ALTO NETWORKS INC(PANW)8,6527,024-1,6282,0282,0712.72%+43
ISHARES TR2,0002,00002102460.32%+35
ELEVANCE HEALTH INC(ELV)81581503553840.51%+29
MASCO CORP(MAS)6,4405,555-8853443720.49%+28
CARRIER GLOBAL CORPORATION(CARR)10,91210,91206026290.83%+27
DUKE ENERGY CORP NEW(DUK)5,6995,365-3345035210.68%+18
YUM BRANDS INC(YUM)2,5602,56003203340.44%+15
CUMMINS INC(CMI)1,0501,05002402520.33%+12
AT&T INC(T)12,64411,920-7241902000.26%+10
LINDE PLC(LIN)2,1631,985-1788058151.07%+10
GENERAL DYNAMICS CORP(GD)1,009896-1132232330.31%+10
VISA INC(V)1,9401,748-1924464550.60%+9
KNIGHTSCOPE INC12,5000-12,500100-10
PARKER-HANNIFIN CORP(PH)2,4202,015-4059439281.22%-14
SALESFORCE INC(CRM)2,7582,070-6885595450.72%-15
OTIS WORLDWIDE CORP(OTIS)4,6013,911-6903703500.46%-20
ZOETIS INC(ZTS)2,6072,095-5124544130.54%-40
DOMINION ENERGY INC(D)21,17518,991-2,1849468931.17%-53
METLIFE INC(MET)5,6434,560-1,0833553020.40%-53
BROADCOM INC(AVGO)349204-1452902280.30%-62
NORFOLK SOUTHN CORP(NSC)3,7572,852-9057406740.89%-66
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
10,4268,847-1,5795584900.64%-68
AMERICAN EXPRESS CO(AXP)6,1094,495-1,6149118421.11%-69
ADOBE INC(ADBE)1,7451,375-3708908201.08%-69
RTX CORPORATION(RTX)018,303+18,30301,5402.03%+1,540
COMCAST CORP NEW(CCZ)7,6035,927-1,6763372600.34%-77
BRIXMOR PPTY GROUP INC(BRX)33,23226,357-6,8756916130.81%-77
MEDTRONIC PLC(MDT)4,7323,403-1,3293742830.37%-91
BLACKROCK INC(BLK)999679-3206465510.72%-95
ORACLE CORP(ORCL)7,1196,130-9897546460.85%-108
CANADIAN PACIFIC KANSAS CITY(CP)4,2462,607-1,6393172060.27%-110
UNITED PARCEL SERVICE INC(UPS)2,7191,983-7364243120.41%-112
MICROCHIP TECHNOLOGY INC.(MCHP)14,92211,659-3,2631,1651,0511.38%-113
VERIZON COMMUNICATIONS INC(VZ)20,80714,612-6,1956745510.72%-123
MERCK & CO INC(MRK)7,7256,169-1,5568016770.89%-124
LAUDER ESTEE COS INC(EL)5,8624,943-9198477230.95%-124
GRAB HOLDINGS LIMITED
CLASS A ORD
36,3280-36,3281290-129
ACCENTURE PLC IRELAND
SHS CLASS A
4,3793,434-9451,3451,2051.58%-140
CONSTELLATION BRANDS INC(STZ)3,1692,711-4587966550.86%-141
ELI LILLY & CO(LLY)1,8331,445-3889858421.11%-142
BECTON DICKINSON & CO(BDX)2,7022,256-4466995500.72%-148
ISHARES TR6,2013,626-2,5754312820.37%-150
NEXTERA ENERGY INC(NEE)22,54318,458-4,0851,2911,1211.47%-170
ABBVIE INC(ABBV)7,5936,203-1,3901,1329611.26%-171
COUPANG INC(CPNG)11,7290-11,7291990-199
VANGUARD INTL EQUITY INDEX F5,3240-5,3242090-209
NIKE INC(NKE)23,39518,645-4,7502,2452,0312.67%-214
PHILIP MORRIS INTL INC(PM)12,51810,060-2,4581,1759601.26%-215
HALLIBURTON CO(HAL)13,5889,239-4,3495503340.44%-216
MCDONALDS CORP(MCD)3,0221,943-1,0797965760.76%-220
COCA COLA CO(KO)3,9000-3,9002200-220
AMAZON COM INC(AMZN)15,85811,752-4,1062,0161,7862.35%-230
VANGUARD WORLD FD1,0640-1,0642410-241
COSTCO WHSL CORP NEW(COST)859360-4994852430.32%-242
DISNEY WALT CO(DIS)17,38812,881-4,5071,4091,1671.53%-242
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
3,2790-3,2792460-246
AIR PRODS & CHEMS INC1,8941,054-8405402900.38%-250
ALPHABET INC(GOOG)1,9000-1,9002510-251
JACOBS SOLUTIONS INC(J)7,7136,115-1,5981,0537941.04%-259
PFIZER INC(PFE)20,98115,105-5,8766964350.57%-261
MONDELEZ INTL INC(MDLZ)17,26612,925-4,3411,2069421.24%-264
CISCO SYS INC(CSCO)4,9160-4,9162640-264
LOWES COS INC(LOW)9,0077,198-1,8091,8721,6022.11%-270
ISHARES TR3,1860-3,1862830-283
ALTRIA GROUP INC(MO)21,42215,444-5,9789226380.84%-284
JPMORGAN CHASE & CO(JPM)12,1528,653-3,4991,7621,4721.94%-290
PROCTER AND GAMBLE CO(PG)6,1854,153-2,0329026090.80%-294
ISHARES TR2,5310-2,5313100-310
HONEYWELL INTL INC(HON)7,7505,349-2,4011,4321,1221.48%-310
ATLANTIC UN BANKSHARES CORP(AUB)10,8650-10,8653130-313
CROWN CASTLE INC(CCI)3,4010-3,4013130-313
ISHARES TR7440-7443210-321
EXXON MOBIL CORP12,86511,836-1,0291,5131,1831.56%-329
EATON CORP PLC(ETN)10,9518,268-2,6832,3361,9912.62%-345
VANGUARD INDEX FDS2,6270-2,6273620-362
THERMO FISHER SCIENTIFIC INC(TMO)3,1922,340-8521,6171,2431.63%-374
ABBOTT LABS20,12914,153-5,9761,9491,5582.05%-392
VANGUARD INDEX FDS1,4450-1,4453930-393
ISHARES TR13,1400-13,1403960-396
GALLAGHER ARTHUR J & CO(AJG)4,8093,087-1,7221,0966940.91%-402
ALPHABET INC(GOOG)17,59113,441-4,1502,3021,8782.47%-424
PEPSICO INC(PEP)12,3409,541-2,7992,0911,6332.15%-458
INVESCO EXCH TRD SLF IDX FD(IVZ)20,0000-20,0004930-493
INVESCO EXCH TRD SLF IDX FD
BULSHS 2028 MUNI
21,8900-21,8904930-493
HOME DEPOT INC(HD)4,2342,179-2,0551,2797550.99%-524
CHEVRON CORP NEW(CVX)10,2407,943-2,2971,7271,1851.56%-542
JOHNSON & JOHNSON(JNJ)12,2038,426-3,7771,9011,3211.74%-580
UNITEDHEALTH GROUP INC(UNH)5,2873,876-1,4112,6662,0412.68%-625
BERKSHIRE HATHAWAY INC DEL3,0321,210-1,8221,0624320.57%-631
MICROSOFT CORP(MSFT)14,88410,779-4,1054,7004,0535.33%-646
UDR INC(UDR)077,212+77,21202,9563.89%+2,956
QUALCOMM INC(QCOM)6,2550-6,2556950-695
ALBEMARLE CORP(ALB)03,839+3,83905560.73%+556
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