MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC

data from 31/12/2018

Capitalization

$ 473.164 M -18.61 %

Average holding period

16 ans

Performance

$ -3.627 B 89 727.27 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2018/12/31 AMZN AMAZON COM INC 6.50% 30.742 M $ 20468 2013/06/30 -10.408 M $ -25.08 %
2018/12/31 JPM JPMORGAN CHASE & COMPANY 4.62% 21.874 M $ 224073 2013/06/30 -3.580 M $ -14.07 %
2018/12/31 HD HOME DEPOT INC. 4.16% 19.707 M $ 114695 2013/06/30 -4.160 M $ -17.27 %
2018/12/31 AAPL APPLE, INC. 4.16% 19.694 M $ 124848 2013/06/30 -8.786 M $ -30.80 %
2018/12/31 DHR DANAHER CORPORATION 3.79% 17.912 M $ 173700 2013/06/30 -1.080 M $ -5.67 %
2018/12/31 GOOG ALPHABET INC CLASS C 3.75% 17.739 M $ 17129 2015/12/31 -2.757 M $ -13.39 %
2018/12/31 FISV FISERV INC. 3.66% 17.317 M $ 235631 2014/06/30 -1.923 M $ -9.76 %
2018/12/31 MSFT MICROSOFT CORP 3.64% 17.240 M $ 169737 2013/06/30 -1.600 M $ -12.28 %
2018/12/31 JNJ JOHNSON & JOHNSON 3.60% 17.014 M $ 131840 2013/06/30 -1.412 M $ -7.70 %
2018/12/31 COST COSTCO WHOLESALE CORP 3.59% 16.994 M $ 83421 2013/06/30 -2.587 M $ -13.17 %
2018/12/31 APH AMPHENOL CORP 3.18% 15.025 M $ 185447 2013/06/30 -2.510 M $ -14.30 %
2018/12/31 HON HONEYWELL INTL INC 3.05% 14.424 M $ 109173 2013/06/30 -3.268 M $ -18.00 %
2018/12/31 MMC MARSH & MCLENNAN CO`S INC 2.98% 14.118 M $ 177031 2013/06/30 -649.153 K $ -4.44 %
2018/12/31 TTD THE TRADE DESK 2.67% 12.653 M $ 109025 2017/12/31 -2.939 M $ -18.16 %
2018/12/31 SPY S P D R S&P 500 ETF TR 2.61% 12.336 M $ 49359 2013/06/30 -2.056 M $ -14.38 %
2018/12/31 WFC WELLS FARGO 2.46% 11.652 M $ 252875 2013/06/30 -1.578 M $ -11.74 %
2018/12/31 SBUX STARBUCKS CORP 2.00% 9.474 M $ 147116 2013/06/30 1.304 M $ 15.52 %
2018/12/31 CBRE CBRE GROUP, INC. 2.00% 9.455 M $ 236130 2013/06/30 -1.056 M $ -9.98 %
2018/12/31 MRK MERCK & CO. INC. 1.77% 8.367 M $ 109497 2013/06/30 516.179 K $ 6.87 %
2018/12/31 UNITED TECHNOLOGIES CORP 1.72% 8.150 M $ 76538 2013/06/30 -2.578 M $ -23.83 %
2018/12/31 ABT ABBOTT LABORATORIES 1.67% 7.916 M $ 109448 2013/06/30 -194.533 K $ -2.44 %
2018/12/31 PG PROCTER & GAMBLE 1.53% 7.235 M $ 78715 2013/06/30 657.236 K $ 9.91 %
2018/12/31 ORCL ORACLE CORPORATION 1.49% 7.073 M $ 156646 2013/06/30 -1.061 M $ -12.90 %
2018/12/31 GLD SPDR GOLD TR 1.47% 6.967 M $ 57460 2013/06/30 505.479 K $ 7.70 %
2018/12/31 PXD PIONEER NATURAL RESOURCES CO 1.44% 6.831 M $ 51942 2016/12/31 -2.599 M $ -26.81 %
2018/12/31 COF CAPITAL ONE 1.42% 6.727 M $ 88997 2013/06/30 -1.779 M $ -20.39 %
2018/12/31 BX BLACKSTONE GROUP L.P. 1.37% 6.459 M $ 216675 2013/06/30 -1.943 M $ -23.50 %
2018/12/31 CVX CHEVRON CORPORATION 1.35% 6.367 M $ 58528 2013/06/30 -926.920 K $ -12.76 %
2018/12/31 URI UNITED RENTALS INC. 1.34% 6.354 M $ 61970 2013/06/30 -3.632 M $ -36.76 %
2018/12/31 KO COCA-COLA 1.34% 6.322 M $ 133509 2013/06/30 150.454 K $ 2.42 %
2018/12/31 WBA WALGREENS BOOTS ALLIANCE INC 1.33% 6.301 M $ 92220 2014/12/31 -388.880 K $ -5.67 %
2018/12/31 XOM EXXON MOBIL CORPORATION 1.30% 6.149 M $ 90172 2013/06/30 -1.613 M $ -20.73 %
2018/12/31 FTV FORTIVE CORPORATION 1.29% 6.112 M $ 90339 2016/09/30 -1.531 M $ -19.91 %
2018/12/31 CELG CELGENE CORP 0.93% 4.414 M $ 68873 2013/06/30 -1.885 M $ -28.82 %
2018/12/31 SLB SCHLUMBERGER LTD 0.85% 4.029 M $ 111676 2013/06/30 -3.695 M $ -41.87 %
2018/12/31 V VISA INC 0.82% 3.867 M $ 29309 2017/09/30 -516.376 K $ -12.56 %
2018/12/31 MCD MC DONALD`S CORP 0.75% 3.540 M $ 19938 2013/06/30 219.231 K $ 6.52 %
2018/12/31 VO VANGUARD MID-CAP ETF 0.73% 3.471 M $ 25121 2013/06/30 -661.098 K $ -15.60 %
2018/12/31 VB VANGUARD SMALL CAP ETF 0.67% 3.167 M $ 23997 2013/06/30 -696.980 K $ -17.81 %
2018/12/31 AMT AMERICAN TOWER CORP 0.63% 2.991 M $ 18905 2014/09/30 254.455 K $ 9.75 %
2018/12/31 NKE NIKE INC CLASS B 0.61% 2.864 M $ 38634 2013/12/31 -400.044 K $ -12.18 %
2018/12/31 DIS DISNEY (WALT) CO. HOLDING CO. 0.56% 2.662 M $ 24278 2013/06/30 -151.688 K $ -5.63 %
2018/12/31 IJH ISHARES TR S&P MIDCAP 400 INDEX 0.55% 2.603 M $ 15673 2013/06/30 -523.125 K $ -16.74 %
2018/12/31 BRK-B BERKSHIRE HATHAWAY INC. DEL 0.55% 2.603 M $ 12751 2013/06/30 -137.068 K $ -4.95 %
2018/12/31 IBB ISHARES NASDAQ BIOTECHNOLOGY 0.54% 2.561 M $ 26555 2018/06/30 -680.102 K $ -20.29 %
2018/12/31 BAC BANK OF AMERICA CORPORATION 0.47% 2.225 M $ 90308 2014/03/31 -409.858 K $ -17.01 %
2018/12/31 GOOGL ALPHABET INC CLASS A 0.46% 2.198 M $ 2103 2015/12/31 -347.322 K $ -13.55 %
2018/12/31 VOO VANGUARD S&P 500 ETF 0.46% 2.158 M $ 9391 2013/12/31 -346.707 K $ -14.31 %
2018/12/31 INTC INTEL CORPORATION 0.44% 2.096 M $ 44671 2013/06/30 21.587 K $ 1.02 %
2018/12/31 ADBE ADOBE SYSTEMS 0.43% 2.037 M $ 9005 2016/03/31 -419.117 K $ -18.25 %
2018/12/31 CSCO CISCO SYSTEMS 0.40% 1.916 M $ 44211 2013/06/30 -244.928 K $ -11.39 %
2018/12/31 NOW SERVICE NOW, INC. 0.35% 1.670 M $ 9380 2017/03/31 -148.708 K $ -8.46 %
2018/12/31 PEP PEPSICO INC. 0.29% 1.387 M $ 12553 2013/06/30 -2.830 K $ -0.21 %
2018/12/31 IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.29% 1.357 M $ 19575 2013/06/30 -319.519 K $ -19.05 %
2018/12/31 VWO VANGUARD EMERGING MARKETS 0.26% 1.230 M $ 32276 2013/06/30 -108.498 K $ -7.32 %
2018/12/31 IJT ISHARES SMALL CAP 600 GROWTH 0.25% 1.185 M $ 7345 2013/06/30 -277.716 K $ -18.63 %
2018/12/31 SHOP SHOPIFY 0.24% 1.126 M $ 8130 2017/06/30 -197.229 K $ -15.17 %
2018/12/31 GILD GILEAD SCIENCES 0.24% 1.119 M $ 17891 2013/06/30 -301.126 K $ -19.96 %
2018/12/31 XPO XPO LOGISTICS INC 0.22% 1.053 M $ 18465 2015/03/31 -4.175 M $ -49.25 %
2018/12/31 IJK ISHARES MID CAP 400 GROWTH 0.22% 1.026 M $ 5365 2013/06/30 -217.884 K $ -17.06 %
2018/12/31 ULTA ULTA SALON COSMETICS & FRAGRANCE, INC. 0.21% 1.015 M $ 4146 2016/12/31 -167.575 K $ -13.51 %
2018/12/31 HAL HALLIBURTON COMPANY 0.21% 994.000 K $ 37390 2018/12/31 0.000 $ 0.00 %
2018/12/31 USB U S BANCORP 0.18% 859.000 K $ 18800 2013/06/30 -134.043 K $ -13.50 %
2018/12/31 QQQ INVESCO QQQ TRUST 0.16% 734.000 K $ 4760 2018/12/31 0.000 $ 0.00 %
2018/12/31 DIA SPDR DOW JONES 0.12% 583.000 K $ 2500 2018/03/31 -83.825 K $ -12.68 %
2018/12/31 MMM 3M CO. 0.12% 581.000 K $ 3051 2013/06/30 -55.223 K $ -8.59 %
2018/12/31 ABBV ABBVIE INC 0.12% 575.000 K $ 6235 2013/06/30 -17.520 K $ -2.97 %
2018/12/31 NVT nVENT ELECTRIC 0.12% 566.000 K $ 25205 2018/06/30 -289.570 K $ -18.74 %
2018/12/31 VBK VANGUARD SMALL CAP GROWTH ETF 0.09% 448.000 K $ 2975 2015/12/31 -109.378 K $ -18.38 %
2018/12/31 IVW ISHARES SP 500 GROWTH 0.08% 399.000 K $ 2645 2013/06/30 -71.520 K $ -15.25 %
2018/12/31 NVDA NVIDIA CORPORATION 0.08% 391.000 K $ 2930 2017/03/31 -424.788 K $ -55.38 %
2018/12/31 EQIX EQUINIX INC. 0.07% 353.000 K $ 1000 2017/12/31 -105.578 K $ -18.20 %
2018/12/31 VAR VARIAN MEDICAL 0.07% 339.000 K $ 2995 2013/06/30 835.000 $ 0.23 %
2018/12/31 META FACEBOOK INC CLASS A 0.07% 331.000 K $ 2525 2016/06/30 -2.766 M $ -19.06 %
2018/12/31 PFE PFIZER, INC. 0.06% 304.000 K $ 6963 2018/09/30 -2.991 K $ -1.41 %
2018/12/31 REZI RESIDEO TECHNOLOGIES INC 0.06% 283.000 K $ 13757 2018/12/31 0.000 $ 0.00 %
2018/12/31 AXP AMERICAN EXPRESS CO. 0.06% 281.000 K $ 2950 2013/06/30 -37.111 K $ -11.82 %
2018/12/31 CERN CERNER CORP. 0.06% 276.000 K $ 5270 2013/06/30 -71.227 K $ -18.03 %
2018/12/31 TREE LENDING TREE 0.06% 274.000 K $ 1250 2017/06/30 1.549 K $ 0.54 %
2018/12/31 PM PHILIP MORRIS INTL INC 0.05% 260.000 K $ 3900 2013/06/30 -61.745 K $ -18.49 %
2018/12/31 MUB ISHARES S&P NATIONAL MUNI 0.05% 256.000 K $ 2350 2013/06/30 3.836 K $ 1.27 %
2018/12/31 AMGN AMGEN INC 0.05% 248.000 K $ 1275 2016/09/30 -15.606 K $ -5.91 %
2018/12/31 AMAT APPLIED MATERIALS 0.05% 242.000 K $ 7400 2017/06/30 -41.440 K $ -14.49 %
2018/12/31 VRTX VERTEX PHARMACEUTICALS INC 0.05% 241.000 K $ 1455 2018/03/31 -37.626 K $ -13.44 %
2018/12/31 MO ALTRIA GROUP INC. 0.05% 232.000 K $ 4700 2013/12/31 -54.699 K $ -18.11 %
2018/12/31 VOE VANGUARD MID-CAP VALUE ETF 0.05% 229.000 K $ 2400 2018/12/31 0.000 $ 0.00 %
2018/12/31 GS GOLDMAN SACHS 0.05% 217.000 K $ 1300 2013/06/30 -87.420 K $ -26.02 %
2018/12/31 VGSH VANGUARD SCOTTSDALE SHORT TERM TREAS INDEX FD 0.04% 210.000 K $ 3500 2018/12/31 0.000 $ 0.00 %
2018/12/31 PI IMPINJ 0.04% 181.000 K $ 12435 2017/06/30 -188.495 K $ -45.20 %
2018/12/31 DRRSF ARIANNE PHOSPHATE INC COM 0.00% 6.000 K $ 19000 2016/06/30 -1.618 K $ -20.24 %
2018/12/31 EXCEL CORPORATION 0.00% 1.000 K $ 232619 2014/09/30 0.000 $ 0.00 %
2018/12/31 VIG VANGUARD DIVIDEND FUND 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %
2018/12/31 VOT VANGUARD MID CAP GROWTH ETF 0.00% 0.000 $ 0 2015/12/31 0.000 $ 0.00 %
2018/12/31 VTI VANGUARD TOTAL STOCK MARKET ETF 0.00% 0.000 $ 0 2018/09/30 0.000 $ 0.00 %
2018/12/31 BOND PIMCO TOTAL RETURN ETF 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %
2018/12/31 VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.00% 0.000 $ 0 2015/09/30 0.000 $ 0.00 %
2018/12/31 KRE SPDR S&P REGIONAL BANKING ETF 0.00% 0.000 $ 0 2018/06/30 0.000 $ 0.00 %
2018/12/31 BKNG BOOKING HOLDINGS, INC. 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2018/12/31 PNR PENTAIR PLC 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2018/12/31 VFH VANGUARD FINANCIAL ETF 0.00% 0.000 $ 0 2018/09/30 0.000 $ 0.00 %