Search
⚲

Type	Result	AUM

CIK	Period
0001633673	2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31

Sector	Form 13F Holdings	Value ($M)
	Microsoft Corp	3.2
	Apple Inc	2.6
	FPL Group Inc	2.1
	Costco Wholesale Corp /NEW	2.1
	Duke Energy Corp	1.9
	Alphabet Inc	1.8
	BCE Inc	1.7
	Visa Inc	1.7
	AbbVie Inc	1.7
	Broadcom Inc	1.6
	Verizon Communications Inc	1.5
	Telus Corp	1.4
	Amazon Com Inc	1.3
	Lockheed Martin Corp	1.2
	Zoetis Inc	1.2
	Merck & Co Inc	1.1
	Procter & Gamble Co	1.1
	Agilent Technologies Inc	1.1
	Eaton Corp Ltd	1.1
	Home Depot Inc	1.1
	McDonalds Corp	1.0
	UnitedHealth Group Inc	1.0
	Dominion Resources Inc /VA/	0.9
	Johnson & Johnson	0.9
	PepsiCo Inc	0.9
	Texas Instruments Inc	0.9
	Total Sa	0.8
	Adobe Systems Inc	0.8
	Sanofi	0.8
	Wisconsin Energy Corp	0.8
Prev | Page 1 | Next

Related Firms	State	AUM
Bruderman Asset Management, LLC ✚	NY
Montebello Partners LLC ✚	NY

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 215211075, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

321394589