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Hall Laurie J Trustee Top Holdings and 13F Report (2025)

About Hall Laurie J Trustee

Investment Activity

  • Hall Laurie J Trustee has $304.67 thousand in total holdings as of December 31, 2024.
  • Hall Laurie J Trustee owns shares of 251 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
  • Approximately 1.62% of the portfolio was purchased this quarter.
  • About 2.26% of the portfolio was sold this quarter.
  • This quarter, Hall Laurie J Trustee has purchased 262 new stocks and bought additional shares in 27 stocks.
  • Hall Laurie J Trustee sold shares of 70 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Microsoft
$25,700
Apple
$15,048
NVIDIA
$12,234
Stryker
$10,449

Largest New Holdings this Quarter

General Mills
$102 Holding
Humana
$24 Holding

Largest Purchases this Quarter

McCormick & Company, Incorporated
14,595 shares (about $1.11K)
Relx
20,845 shares (about $946.73)
CVS Health
11,468 shares (about $514.98)
UL SOLUTIONS INC
5,040 shares (about $251.39)
Danaher
1,065 shares (about $244.46)

Largest Sales this Quarter

Canadian National Railway
8,345 shares (about $847.26)
Microsoft
1,173 shares (about $494.42)
Exxon Mobil
3,780 shares (about $406.61)
Eli Lilly and Company
500 shares (about $385.71)
Bank of New York Mellon
4,616 shares (about $353.20)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHall Laurie J Trustee

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$25,700$494 -1.9%60,9738.4%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$15,048$38 0.3%60,0924.9%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$12,234$32 -0.3%91,1024.0%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$10,449$5 -0.1%29,0223.4%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$9,784$32 -0.3%33,7613.2%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$9,7020.0%57,8723.2%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$7,879$106 -1.3%41,3722.6%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$7,760$71 0.9%14,7372.5%Business Services
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$7,300$122 1.7%64,5432.4%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$6,778$11 0.2%30,8292.2%Computer and Technology
Carrier Global Co. stock logo
CARR
Carrier Global
$6,645$269 -3.9%97,3552.2%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$6,520$38 0.6%53,9652.1%Retail/Wholesale
Amphenol Co. stock logo
APH
Amphenol
$6,238$81 1.3%89,8192.0%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$5,8210.0%35,7931.9%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$5,328$82 1.6%25,0771.7%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$5,318$24 0.5%26,3551.7%Business Services
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$5,082$27 0.5%17,7801.7%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$4,974$244 5.2%21,6691.6%Multi-Sector Conglomerates
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$4,962$51 -1.0%16,9551.6%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,862$74 -1.5%33,6191.6%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$4,771$64 -1.3%31,3821.6%Consumer Staples
The Cigna Group stock logo
CI
The Cigna Group
$4,3040.0%15,5861.4%Medical
AptarGroup, Inc. stock logo
ATR
AptarGroup
$4,086$16 -0.4%26,0101.3%Industrial Products
Xylem Inc. stock logo
XYL
Xylem
$3,844$5 0.1%33,1351.3%Business Services
The New York Times Company stock logo
NYT
New York Times
$3,755$99 -2.6%72,1301.2%Consumer Staples
Fiserv, Inc. stock logo
FI
Fiserv
$3,755$26 -0.7%18,2851.2%Business Services
Medtronic plc stock logo
MDT
Medtronic
$3,622$103 2.9%45,3501.2%Medical
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$3,486$1,113 46.9%45,7251.1%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,2320.0%14,7301.1%Retail/Wholesale
Relx Plc stock logo
RELX
Relx
$3,122$947 43.5%68,7401.0%Computer and Technology
Unilever PLC stock logo
UL
Unilever
$2,948$42 -1.4%51,9951.0%Consumer Staples
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,885$91 -3.0%23,8840.9%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$2,756$28 -1.0%15,5100.9%Medical
UL SOLUTIONS INC
$2,696$251 10.3%54,0500.9%CL A
Novartis AG stock logo
NVS
Novartis
$2,648$33 -1.2%27,2150.9%Medical
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$2,646$85 3.3%11,6620.9%Medical
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$2,617$87 -3.2%9,0250.9%Basic Materials
3M stock logo
MMM
3M
$2,607$119 -4.4%20,1930.9%Multi-Sector Conglomerates
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,526$9 0.3%4,3100.8%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,334$63 -2.6%23,4540.8%Medical
Morgan Stanley stock logo
MS
Morgan Stanley
$2,2630.0%18,0000.7%Finance
Sysco Co. stock logo
SYY
Sysco
$2,248$81 -3.5%29,4080.7%Consumer Staples
Crown Holdings, Inc. stock logo
CCK
Crown
$2,102$102 5.1%25,4250.7%Industrial Products
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$2,071$154 8.0%5,1430.7%Medical
VERALTO CORP
$1,931$177 10.1%18,9490.6%COM
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$1,9290.0%3,0330.6%Industrial Products
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,855$15 -0.8%14,9760.6%Industrial Products
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,7710.0%23,4250.6%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,725$5 -0.3%36,0780.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,724$34 -1.9%3,8030.6%Finance
State Street Co. stock logo
STT
State Street
$1,706$7 -0.4%17,3790.6%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,668$229 -12.1%6,9600.5%Finance
Amgen Inc. stock logo
AMGN
Amgen
$1,596$20 -1.2%6,1200.5%Medical
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,4860.0%25,2140.5%ETF
Canadian National Railway stock logo
CNI
Canadian National Railway
$1,448$847 -36.9%14,2620.5%Transportation
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,423$38 -2.6%7,5150.5%Computer and Technology
PACCAR Inc stock logo
PCAR
PACCAR
$1,3910.0%13,3710.5%Auto/Tires/Trucks
AT&T Inc. stock logo
T
AT&T
$1,389$30 -2.1%61,0250.5%Computer and Technology
General Electric stock logo
GE
General Electric
$1,335$100 8.1%8,0030.4%Transportation
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,333$407 -23.4%12,3920.4%Oils/Energy
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$1,0800.0%3,2310.4%ETF
Walmart Inc. stock logo
WMT
Walmart
$1,079$90 -7.7%11,9450.4%Retail/Wholesale
Cintas Co. stock logo
CTAS
Cintas
$1,022$45 -4.2%5,5960.3%Business Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,008$181 -15.2%2,7800.3%Industrial Products
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$944$231 32.3%1,6040.3%ETF
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$923$7 -0.7%2,6950.3%Consumer Discretionary
Zoetis Inc. stock logo
ZTS
Zoetis
$8600.0%5,2770.3%Medical
Union Pacific Co. stock logo
UNP
Union Pacific
$805$114 -12.4%3,5300.3%Transportation
Pfizer Inc. stock logo
PFE
Pfizer
$788$106 -11.9%29,6830.3%Medical
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$7650.0%3,2500.3%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$740$13 -1.7%1,4220.2%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$7230.0%4,7100.2%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$7110.0%1,8290.2%Retail/Wholesale
GE VERNOVA INC CORP
$688$81 13.3%2,0920.2%COM
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$633$21 -3.2%6000.2%Industrial Products
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$6050.0%4,7040.2%ETF
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$5920.0%5,6500.2%Consumer Staples
Visa Inc. stock logo
V
Visa
$5600.0%1,7760.2%Business Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$540$386 -41.7%7000.2%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$5350.0%1,0250.2%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5270.0%9000.2%Computer and Technology
CVS Health Co. stock logo
CVS
CVS Health
$517$515 25,484.4%11,5130.2%Retail/Wholesale
Ecolab Inc. stock logo
ECL
Ecolab
$5150.0%2,1960.2%Basic Materials
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$5090.0%2,2500.2%Business Services
Gentex Co. stock logo
GNTX
Gentex
$5070.0%17,6400.2%Auto/Tires/Trucks
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$4980.0%6,7350.2%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4790.0%8,0950.2%Computer and Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$4770.0%8,3160.2%ETF
Stanley Black & Decker, Inc. stock logo
SWK
Stanley Black & Decker
$4600.0%5,7300.2%Industrial Products
Trane Technologies plc stock logo
TT
Trane Technologies
$4430.0%1,2000.1%Construction
Accenture plc stock logo
ACN
Accenture
$4360.0%1,2400.1%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$4180.0%1,2600.1%Industrial Products
U.S. Bancorp stock logo
USB
U.S. Bancorp
$402$17 -4.2%8,4050.1%Finance
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$3950.0%1,8600.1%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$389$19 -4.6%6,2500.1%Consumer Staples
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$3460.0%3780.1%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$3460.0%7,8570.1%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$320$160 100.0%1,7600.1%Computer and Technology
SOLVENTUM CORP
$318$41 -11.5%4,8130.1%COM
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$3170.0%2,6990.1%ETF

Showing largest 100 holdings. View all holdings.
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