13FBOX
Moreno Evelyn V · 13F Holdings
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Moreno Evelyn V

No.6978 Data as of 2024Q1
Latest AUM (Q1 2024)
$210.5M
QoQ Change Q4 2023
-$1.4M-0.6%
Holdings
140
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
140
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q1 2024 ValueQ1 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
6.81%6.77%$14.3M74,492$14.3M74,49200.00%Unchanged
MICROSOFT CORPMSFT
6.58%6.54%$13.9M36,856$13.9M36,85600.00%Unchanged
SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY
4.3%4.27%$9.0M17,830$9.0M17,83000.00%Unchanged
AAlphabet Inc Class CGOOG
4.07%4.04%$8.6M60,789$8.6M60,78900.00%Unchanged
AMAZON COM INCAMZN
3.81%3.79%$8.0M52,823$8.0M52,82300.00%Unchanged
NVIDIA CORPORATIONNVDA
2.8%2.78%$5.9M11,911$5.9M11,91100.00%Unchanged
AAMERICAN CENTY ETF TRAVLV
2.41%2.4%$5.1M87,875$5.1M87,87500.00%Unchanged
SALESFORCE INCCRM
1.91%1.9%$4.0M15,283$4.0M15,28300.00%Unchanged
JPMORGAN CHASE & COJPM
1.87%1.86%$3.9M23,205$3.9M23,20500.00%Unchanged
BOOKING HOLDINGS INC COMBKNG
1.81%1.8%$3.8M1,075$3.8M1,07500.00%Unchanged
MASTERCARD INCORPORATEDMA
1.76%1.75%$3.7M8,696$3.7M8,69600.00%Unchanged
NOVARTIS AGNVS
1.76%1.75%$3.7M36,718$3.7M36,71800.00%Unchanged
IISHARES COREIJR
1.69%1.68%$3.6M32,903$3.6M32,90300.00%Unchanged
PALO ALTOPANW
1.66%1.65%$3.5M11,840$3.5M11,84000.00%Unchanged
WASTE MGMT INC DELWM
1.63%1.62%$3.4M19,116$3.4M19,11600.00%Unchanged
DANAHER CORP DEL COMDHR
1.52%1.51%$3.2M13,840$3.2M13,84000.00%Unchanged
TJX COS INC NEWTJX
1.52%1.51%$3.2M34,121$3.2M34,12100.00%Unchanged
COMCAST CORP NEW CL ACMCSA
1.45%1.44%$3.1M69,751$3.1M69,75100.00%Unchanged
IQVIA HLDGS INCIQV
1.41%1.4%$3.0M12,860$3.0M12,86000.00%Unchanged
STRYKER CORPORATIONSYK
1.41%1.4%$3.0M9,891$3.0M9,89100.00%Unchanged
INTERCONTINENTAL EXCHANGE INC COMICE
1.4%1.39%$2.9M22,901$2.9M22,90100.00%Unchanged
LINDE PLCLIN
1.39%1.38%$2.9M7,100$2.9M7,10000.00%Unchanged
BBANK OF AMER CORPBAC
1.34%1.33%$2.8M83,657$2.8M83,65700.00%Unchanged
PROCTER & GAMBLE COPG
1.33%1.32%$2.8M19,155$2.8M19,15500.00%Unchanged
ROCKWELL AUTOMATION INCROK
1.3%1.29%$2.7M8,782$2.7M8,78200.00%Unchanged
ALPHABET INCGOOGL
1.26%1.25%$2.6M18,960$2.6M18,96000.00%Unchanged
JOHNSON & JOHNSONJNJ
1.25%1.24%$2.6M16,735$2.6M16,73500.00%Unchanged
TTHERMO FISHER SCIENTIFIC INCTMO
1.23%1.22%$2.6M4,889$2.6M4,88900.00%Unchanged
GENERAL DYNAMICS CORPGD
1.23%1.22%$2.6M9,963$2.6M9,96300.00%Unchanged
PEPSICO INCPEP
1.23%1.22%$2.6M15,194$2.6M15,19400.00%Unchanged
COSTCO WHOLESALE CORPORATIONCOST
1.22%1.21%$2.6M3,883$2.6M3,88300.00%Unchanged
DEERE & CODE
1.2%1.19%$2.5M6,299$2.5M6,29900.00%Unchanged
MMARSH & MCLENNAN COS INC COMMRSH
1.06%1.05%$2.2M11,745$2.2M11,74500.00%Unchanged
MEDTRONIC PLCMDT
1.04%1.03%$2.2M26,534$2.2M26,53400.00%Unchanged
COCA COLA COKO
0.98%0.98%$2.1M35,156$2.1M35,15600.00%Unchanged
ROPER TECHNOLOGIES INCROP
0.97%0.97%$2.1M3,765$2.1M3,76500.00%Unchanged
MORGAN STANLEYMS
0.95%0.94%$2.0M21,395$2.0M21,39500.00%Unchanged
AMERICAN TOWER CORP COMAMT
0.92%0.92%$1.9M9,019$1.9M9,01900.00%Unchanged
MERCK & CO INCMRK
0.9%0.89%$1.9M17,344$1.9M17,34400.00%Unchanged
BLACKROCK INC COMBLK
0.88%0.87%$1.9M2,282$1.9M2,28200.00%Unchanged
WW GRAINGER INCGWW
0.81%0.8%$1.7M2,050$1.7M2,05000.00%Unchanged
BERKSHIRE HATHAWAY INC CL ABRK.A
0.77%0.77%$1.6M3$1.6M300.00%Unchanged
EXXON MOBIL CORPXOM
0.77%0.76%$1.6M16,115$1.6M16,11500.00%Unchanged
NNEXTERA ENERGY INCNEE
0.76%0.75%$1.6M26,201$1.6M26,20100.00%Unchanged
LOWES COS INC COMLOW
0.72%0.72%$1.5M6,851$1.5M6,85100.00%Unchanged
CHEVRON CORPORATIONCVX
0.72%0.72%$1.5M10,189$1.5M10,18900.00%Unchanged
IISHARES MSCI EAFE ETFEFA
0.71%0.7%$1.5M19,790$1.5M19,79000.00%Unchanged
BROADCOM INCAVGO
0.57%0.56%$1.2M1,070$1.2M1,07000.00%Unchanged
AUTOMATIC DATA PROCESSING INADP
0.56%0.55%$1.2M5,045$1.2M5,04500.00%Unchanged
HOME DEPOT INCHD
0.55%0.54%$1.2M3,320$1.2M3,32000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow