BOENNING & SCATTERGOOD, INC.

données du 31/12/2022

Capitalisation

$ 621.994 M 26.97 %

Période de détention moyenne

12 ans

Performance

$ 119.591 M 38.75 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans BOENNING & SCATTERGOOD, INC.

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2022/12/31 AAPL Apple Inc 4.56% 28.383 M $ 162551 2018/06/30 -1.223 M $ -5.98 %
2022/12/31 MSFT Microsoft Corp 4.52% 28.085 M $ 91095 2018/06/30 568.180 K $ 2.97 %
2022/12/31 JNJ Johnson & Johnson 2.49% 15.459 M $ 87225 2018/06/30 1.111 M $ 8.14 %
2022/12/31 ABBV Abbvie Inc 2.10% 13.079 M $ 80679 2018/06/30 1.898 M $ 20.42 %
2022/12/31 BRK-B Berkshire Hathaway Inc 2.05% 12.735 M $ 36087 2018/06/30 1.562 M $ 15.68 %
2022/12/31 JPM JPMorgan Chase & Co 1.61% 10.002 M $ 73372 2018/06/30 2.196 M $ 28.33 %
2022/12/31 PEP Pepsico Incorporated 1.55% 9.653 M $ 57674 2018/06/30 996.672 K $ 10.66 %
2022/12/31 HD Home Depot Inc 1.53% 9.488 M $ 31697 2018/06/30 1.247 M $ 14.47 %
2022/12/31 PFE Pfizer Incorporated 1.13% 7.010 M $ 135405 2018/06/30 1.038 M $ 17.09 %
2022/12/31 ABT Abbott Laboratories 1.11% 6.906 M $ 58347 2018/06/30 768.353 K $ 13.47 %
2022/12/31 PG Procter & Gamble Co 1.10% 6.852 M $ 44846 2018/06/30 1.157 M $ 20.05 %
2022/12/31 CVS CVS Health 1.09% 6.755 M $ 66739 2018/06/30 -143.596 K $ -2.29 %
2022/12/31 GOOG Alphabet Inc Non Voting 1.07% 6.667 M $ 2387 2018/06/30 -354.713 K $ -7.72 %
2022/12/31 VZ Verizon Communications 1.06% 6.581 M $ 129189 2018/06/30 165.855 K $ 3.77 %
2022/12/31 AMZN Amazon Com Inc 1.04% 6.491 M $ 1991 2018/06/30 -1.148 M $ -25.66 %
2022/12/31 XOM Exxon Mobil Corp 1.03% 6.437 M $ 77941 2018/06/30 1.843 M $ 26.33 %
2022/12/31 BDX Becton Dickinson & Co 0.95% 5.912 M $ 22227 2018/06/30 510.946 K $ 14.12 %
2022/12/31 WTRG Essential Utils Inc 0.95% 5.904 M $ 115467 2020/03/31 698.874 K $ 15.35 %
2022/12/31 UPS United Parcel Service-B 0.95% 5.896 M $ 27490 2018/06/30 343.760 K $ 7.61 %
2022/12/31 MCD McDonalds Corp 0.95% 5.878 M $ 23769 2018/06/30 779.287 K $ 14.21 %
2022/12/31 COST Costco WHSL Corp New 0.93% 5.796 M $ 10065 2018/06/30 -171.088 K $ -3.34 %
2022/12/31 AVGO Broadcom Inc 0.88% 5.491 M $ 8720 2018/09/30 1.012 M $ 25.93 %
2022/12/31 CVX Chevron Corporation 0.87% 5.440 M $ 33407 2018/06/30 1.179 M $ 24.93 %
2022/12/31 SCHO Schwab Strategic TR ETF 0.87% 5.433 M $ 109661 2021/06/30 -2.119 K $ -0.04 %
2022/12/31 T AT & T Inc 0.87% 5.400 M $ 228533 2018/06/30 661.787 K $ 20.01 %
2022/12/31 CSCO Cisco Systems Inc 0.85% 5.294 M $ 94935 2018/06/30 727.656 K $ 19.10 %
2022/12/31 WFC Wells Fargo & Co New 0.85% 5.270 M $ 108757 2018/06/30 113.986 K $ 2.66 %
2022/12/31 BAC Bank Of America Corp 0.80% 4.947 M $ 120008 2018/06/30 428.693 K $ 9.67 %
2022/12/31 ACN Accenture PLC Ireland 0.76% 4.723 M $ 14006 2018/06/30 138.654 K $ 3.71 %
2022/12/31 RTX Raytheon Technologies 0.74% 4.579 M $ 46219 2020/06/30 883.373 K $ 23.28 %
2022/12/31 IBM International Business Machines Corp 0.73% 4.515 M $ 34722 2018/06/30 778.275 K $ 18.58 %
2022/12/31 DIS Disney Walt Company 0.71% 4.433 M $ 32319 2018/06/30 -296.845 K $ -7.90 %
2022/12/31 NEE Nextera Energy Inc 0.68% 4.217 M $ 49780 2018/06/30 238.267 K $ 6.62 %
2022/12/31 DHR Danaher Corp 0.65% 4.024 M $ 13718 2018/06/30 98.992 K $ 2.76 %
2022/12/31 MRK Merck & Co Inc New 0.64% 3.981 M $ 48516 2018/06/30 1.331 M $ 28.83 %
2022/12/31 EMR Emerson Electric Co 0.62% 3.869 M $ 39459 2018/06/30 910.927 K $ 31.20 %
2022/12/31 UNH Unitedhealth Group 0.61% 3.775 M $ 7403 2019/03/31 150.513 K $ 4.98 %
2022/12/31 IVOL Kraneshares TR ETF 0.59% 3.694 M $ 144194 2019/09/30 60.716 K $ 2.03 %
2022/12/31 NVDA Nvidia Corp 0.59% 3.671 M $ 13453 2020/06/30 344.095 K $ 20.35 %
2022/12/31 UNP Union Pacific Corp 0.59% 3.656 M $ 13381 2018/06/30 156.861 K $ 6.29 %
2022/12/31 HON Honeywell International 0.56% 3.471 M $ 17836 2018/06/30 849.526 K $ 28.35 %
2022/12/31 BMY Bristol Myers Squibb 0.56% 3.466 M $ 47463 2018/06/30 41.480 K $ 1.21 %
2022/12/31 EPD Enterprise Products 0.56% 3.455 M $ 133846 2018/06/30 36.870 K $ 1.43 %
2022/12/31 GOOGL Alphabet Inc Voting 0.56% 3.454 M $ 1242 2018/06/30 -188.712 K $ -7.76 %
2022/12/31 GLW Corning Inc 0.55% 3.435 M $ 93067 2018/06/30 280.060 K $ 10.06 %
2022/12/31 MDT Medtronic PLC 0.54% 3.346 M $ 30158 2018/06/30 -44.262 K $ -3.75 %
2022/12/31 COP Conocophillips 0.53% 3.296 M $ 32961 2018/06/30 516.372 K $ 15.30 %
2022/12/31 INTC Intel Corp 0.51% 3.201 M $ 64589 2018/06/30 48.345 K $ 2.56 %
2022/12/31 RJF Raymond James Financial 0.51% 3.181 M $ 28942 2022/12/31 0.000 $ 0.00 %
2022/12/31 PNC PNC Financial Services 0.50% 3.100 M $ 16809 2018/06/30 122.423 K $ 5.70 %
2022/12/31 BAM Brookfield Asset Mangmnt 0.49% 3.033 M $ 53612 2018/06/30 -179.270 K $ -8.15 %
2022/12/31 SYY Sysco Corporation 0.48% 2.996 M $ 36698 2018/06/30 210.721 K $ 8.12 %
2022/12/31 LOW Lowes Companies Inc 0.48% 2.980 M $ 14739 2018/06/30 136.817 K $ 6.09 %
2022/12/31 CB Chubb LTD 0.45% 2.769 M $ 12945 2018/06/30 448.377 K $ 21.29 %
2022/12/31 LLY Eli Lilly & Co 0.44% 2.756 M $ 9624 2018/06/30 447.844 K $ 13.14 %
2022/12/31 BA Boeing Co 0.44% 2.710 M $ 14154 2018/06/30 1.015 M $ 57.34 %
2022/12/31 FISV Fiserv Inc 0.44% 2.708 M $ 26702 2018/06/30 199.515 K $ 8.02 %
2022/12/31 KO Coca-Cola Company 0.43% 2.675 M $ 43150 2018/06/30 381.040 K $ 13.55 %
2022/12/31 XLE Energy Select ETF 0.42% 2.629 M $ 34388 2018/06/30 552.862 K $ 21.45 %
2022/12/31 VOO Vanguard Index FDS ETF 0.41% 2.562 M $ 6170 2018/09/30 150.013 K $ 7.02 %
2022/12/31 SPY SPDR S&P 500 Trust ETF 0.40% 2.518 M $ 5576 2018/06/30 123.194 K $ 7.07 %
2022/12/31 IVV iShares Core S&P 500 ETF 0.40% 2.508 M $ 5528 2018/06/30 133.704 K $ 7.13 %
2022/12/31 IIVI II-VI Inc 0.40% 2.485 M $ 34275 2019/06/30 0.000 $ 0.00 %
2022/12/31 AWK American Water Works Co 0.39% 2.442 M $ 14756 2018/06/30 342.648 K $ 17.10 %
2022/12/31 SIVB SVB Financial Group 0.39% 2.432 M $ 4347 2018/06/30 -457.632 K $ -31.45 %
2022/12/31 OXY Occidental Pete Corp 0.38% 2.379 M $ 41925 2018/06/30 67.105 K $ 2.51 %
2022/12/31 VEA Vanguard FTSE Dev Markets Index Fund ETF 0.38% 2.336 M $ 48626 2018/06/30 254.071 K $ 15.43 %
2022/12/31 PWR Quanta SVCS Inc 0.37% 2.286 M $ 17370 2019/12/31 257.942 K $ 11.86 %
2022/12/31 APD Air Products & Chemicals 0.36% 2.265 M $ 9063 2018/06/30 779.771 K $ 32.45 %
2022/12/31 V Visa Inc Class A 0.36% 2.239 M $ 10095 2018/06/30 318.684 K $ 16.95 %
2022/12/31 RSP Invesco TR ETF 0.36% 2.222 M $ 14092 2020/06/30 199.128 K $ 10.98 %
2022/12/31 SLB Schlumberger LTD 0.36% 2.213 M $ 53582 2018/06/30 912.259 K $ 48.91 %
2022/12/31 FDX Fedex Corporation 0.35% 2.179 M $ 9416 2018/06/30 320.550 K $ 16.66 %
2022/12/31 VO Vanguard Mid Cap ETF 0.35% 2.147 M $ 9026 2018/06/30 167.750 K $ 8.42 %
2022/12/31 ECL Ecolab Inc 0.34% 2.125 M $ 12033 2018/06/30 13.623 K $ 0.79 %
2022/12/31 TFC Truist Finl Corp 0.34% 2.123 M $ 37449 2019/12/31 -18.550 K $ -1.17 %
2022/12/31 TGT Target Corp 0.33% 2.031 M $ 9569 2019/12/31 6.163 K $ 0.44 %
2022/12/31 C Citigroup Inc New 0.32% 2.013 M $ 37696 2019/09/30 157.700 K $ 8.54 %
2022/12/31 CWEN Clearway Energy Inc 0.32% 1.991 M $ 54542 2018/09/30 1.098 K $ 0.06 %
2022/12/31 WMT WalMart Inc 0.32% 1.986 M $ 13337 2018/06/30 151.270 K $ 9.32 %
2022/12/31 AMLP Alps TR ETF 0.32% 1.982 M $ 51742 2020/06/30 80.868 K $ 4.13 %
2022/12/31 GE General Electric Co. 0.32% 1.979 M $ 21627 2021/09/30 313.164 K $ 21.99 %
2022/12/31 NKE Nike Inc Class B 0.32% 1.976 M $ 14688 2018/06/30 504.012 K $ 40.78 %
2022/12/31 CMCSA Comcast Corp New CL A 0.31% 1.953 M $ 41711 2018/06/30 106.923 K $ 19.23 %
2022/12/31 PHYS Sprott Physical Gold ETF 0.31% 1.943 M $ 126442 2018/06/30 164.907 K $ 10.15 %
2022/12/31 PYPL Paypal Holdings Inc 0.30% 1.889 M $ 16332 2018/06/30 -256.741 K $ -17.25 %
2022/12/31 GSK GlaxoSmithKline PLC-ADR 0.30% 1.884 M $ 43255 2018/06/30 0.000 $ 0.00 %
2022/12/31 BSV Vanguard Short Term ETF 0.30% 1.855 M $ 23813 2018/06/30 7.285 K $ 0.61 %
2022/12/31 KMB Kimberly-Clark Corp 0.29% 1.830 M $ 14857 2018/06/30 234.420 K $ 20.62 %
2022/12/31 ETN Eaton Corp PLC 0.29% 1.791 M $ 11803 2018/06/30 292.728 K $ 17.69 %
2022/12/31 CSX CSX Corp 0.28% 1.757 M $ 46913 2018/06/30 203.602 K $ 16.29 %
2022/12/31 CAT Caterpillar Inc 0.28% 1.756 M $ 7881 2018/06/30 576.516 K $ 46.01 %
2022/12/31 PAAS Pan American Silver 0.28% 1.753 M $ 64200 2018/06/30 0.000 $ 0.00 %
2022/12/31 DIVO Amplify ETF TR ETF 0.28% 1.728 M $ 46149 2020/03/31 182.813 K $ 12.03 %
2022/12/31 SDY SPDR S&P Dividend ETF 0.28% 1.717 M $ 13403 2021/03/31 195.711 K $ 12.21 %
2022/12/31 AMGN Amgen Inc 0.27% 1.708 M $ 7064 2018/06/30 259.153 K $ 16.52 %
2022/12/31 UL Unilever PLC Spons ADR 0.27% 1.698 M $ 37251 2020/12/31 239.652 K $ 14.85 %
2022/12/31 ADP Automatic Data 0.27% 1.677 M $ 7369 2018/06/30 91.794 K $ 5.60 %
2022/12/31 XBI SPDR S&P Biotech ETF 0.27% 1.677 M $ 18657 2021/12/31 37.635 K $ 4.64 %
2022/12/31 WBA Walgreens Boots 0.26% 1.642 M $ 36670 2018/09/30 177.405 K $ 18.97 %