Hayek Kallen Investment Management Top Holdings and 13F Report (2025) About Hayek Kallen Investment ManagementInvestment ActivityHayek Kallen Investment Management has $275.12 thousand in total holdings as of December 31, 2024.Hayek Kallen Investment Management owns shares of 91 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 1.86% of the portfolio was purchased this quarter.About 4.03% of the portfolio was sold this quarter.This quarter, Hayek Kallen Investment Management has purchased 94 new stocks and bought additional shares in 21 stocks.Hayek Kallen Investment Management sold shares of 47 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $34,398Microsoft $25,339Berkshire Hathaway $16,551Walmart $11,324Alphabet $10,226 Largest Purchases this Quarter Vanguard Short-Term Treasury Index ETF 37,123 shares (about $2.16K)iShares 0-3 Month Treasury Bond ETF 10,935 shares (about $1.10K)Schwab US Dividend Equity ETF 21,749 shares (about $594.46)BP 15,400 shares (about $455.19)Schwab U.S. TIPS ETF 17,403 shares (about $449.47) Largest Sales this Quarter Vanguard High Dividend Yield ETF 41,378 shares (about $5.28K)Apple 3,518 shares (about $880.99)Microsoft 1,451 shares (about $611.59)CVS Health 12,484 shares (about $559.97)NVIDIA 4,019 shares (about $539.73) Sector Allocation Over TimeMap of 500 Largest Holdings ofHayek Kallen Investment Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$34,398$881 ▼-2.5%137,36012.5%Computer and TechnologyMSFTMicrosoft$25,339$612 ▼-2.4%60,1179.2%Computer and TechnologyBRK.BBerkshire Hathaway$16,551$216 ▼-1.3%36,5156.0%FinanceWMTWalmart$11,324$186 ▼-1.6%125,3374.1%Retail/WholesaleGOOGLAlphabet$10,226$43 ▼-0.4%54,0233.7%Computer and TechnologyNVDANVIDIA$9,921$540 ▼-5.2%73,8753.6%Computer and TechnologyWMWaste Management$9,294$97 ▼-1.0%46,0603.4%Business ServicesORCLOracle$7,377$227 ▼-3.0%44,2682.7%Computer and TechnologyVVisa$6,774$142 ▼-2.0%21,4352.5%Business ServicesJPMJPMorgan Chase & Co.$6,580$38 ▼-0.6%27,4492.4%FinanceIBMInternational Business Machines$5,989$75 ▼-1.2%27,2452.2%Computer and TechnologyABBVAbbVie$5,945$66 ▲1.1%33,4572.2%MedicalTMOThermo Fisher Scientific$5,488$118 ▼-2.1%10,5492.0%MedicalJNJJohnson & Johnson$5,362$2 ▼0.0%37,0771.9%MedicalNVONovo Nordisk A/S$4,750$115 ▼-2.4%55,2201.7%MedicalKOCoca-Cola$4,728$21 ▼-0.4%75,9371.7%Consumer StaplesAMZNAmazon.com$4,666$83 ▼-1.8%21,2671.7%Retail/WholesaleUNPUnion Pacific$4,606$170 ▼-3.6%20,1991.7%TransportationCATCaterpillar$4,569$9 ▼-0.2%12,5941.7%Industrial ProductsVZVerizon Communications$4,133$33 ▲0.8%103,3491.5%Computer and TechnologyPEPPepsiCo$3,937$7 ▲0.2%25,8921.4%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$3,906$54 ▲1.4%77,5561.4%ETFNVSNovartis$3,900$24 ▼-0.6%40,0751.4%MedicalSGOViShares 0-3 Month Treasury Bond ETF$3,694$1,097 ▲42.2%36,8251.3%ETFMCDMcDonald's$3,578$63 ▼-1.7%12,3441.3%Retail/WholesalePMPhilip Morris International$3,422$31 ▼-0.9%28,4361.2%Consumer StaplesACNAccenture$3,413$46 ▼-1.3%9,7031.2%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$3,256$2,160 ▲197.1%55,9571.2%ETFBPBP$3,060$455 ▲17.5%103,5251.1%Oils/EnergyPFEPfizer$2,732$95 ▼-3.4%102,9821.0%MedicalMRKMerck & Co., Inc.$2,544$17 ▼-0.7%25,5740.9%MedicalSOSouthern$2,522$56 ▼-2.2%30,6380.9%UtilitiesQQQInvesco QQQ$2,4560.0%4,8040.9%FinanceVYMVanguard High Dividend Yield ETF$2,422$5,279 ▼-68.5%18,9840.9%ETFMOAltria Group$2,201$2 ▼-0.1%42,0890.8%Consumer StaplesLOWLowe's Companies$2,084$37 ▼-1.7%8,4430.8%Retail/WholesaleXOMExxon Mobil$2,016$3 ▲0.2%18,7460.7%Oils/EnergyCVXChevron$1,807$4 ▼-0.2%12,4780.7%Oils/EnergyTGTTarget$1,795$13 ▲0.7%13,2780.7%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$1,793$122 ▼-6.4%18,5010.7%FinanceCSCOCisco Systems$1,792$23 ▼-1.2%30,2730.7%Computer and TechnologyHDHome Depot$1,710$8 ▼-0.5%4,3950.6%Retail/WholesaleTAT&T$1,409$37 ▲2.7%61,8960.5%Computer and TechnologyUSBU.S. Bancorp$1,277$14 ▼-1.1%26,6920.5%FinanceZTSZoetis$1,261$106 ▼-7.7%7,7410.5%MedicalDISWalt Disney$1,199$6 ▼-0.5%10,7640.4%Consumer DiscretionarySBUXStarbucks$1,178$8 ▼-0.7%12,9110.4%Retail/WholesaleSCHPSchwab U.S. TIPS ETF$1,117$449 ▲67.3%43,2490.4%ETFDUKDuke Energy$1,115$65 ▲6.2%10,3460.4%UtilitiesSCHDSchwab US Dividend Equity ETF$896$594 ▲197.1%32,7810.3%ETFSHELShell$780$74 ▼-8.7%12,4490.3%Oils/EnergyNSCNorfolk Southern$7560.0%3,2200.3%TransportationADPAutomatic Data Processing$7460.0%2,5500.3%Business ServicesABTAbbott Laboratories$7270.0%6,4300.3%MedicalMAMastercard$691$13 ▼-1.9%1,3130.3%Business ServicesTSLATesla$6680.0%1,6530.2%Auto/Tires/TrucksKVUEKenvue$664$46 ▼-6.5%31,1050.2%Consumer StaplesPGProcter & Gamble$655$0 ▲0.0%3,9060.2%Consumer StaplesDDominion Energy$620$26 ▼-4.1%11,5040.2%UtilitiesRAYTHEON TECHNOLOGIES CORP$594$9 ▲1.5%5,1320.2%COMPHParker-Hannifin$557$32 ▼-5.4%8750.2%Industrial ProductsDEDeere & Company$5410.0%1,2770.2%Industrial ProductsBACBank of America$528$10 ▲2.0%12,0220.2%FinanceICLRICON Public$499$26 ▼-5.0%2,3800.2%MedicalAMRNAmarin$4970.0%1,024,3150.2%MedicalBKBank of New York Mellon$4940.0%6,4290.2%FinanceHONHoneywell International$4930.0%2,1810.2%Multi-Sector ConglomeratesBABoeing$4870.0%2,7500.2%AerospaceCCitigroup$486$13 ▼-2.7%6,9040.2%FinanceTFCTruist Financial$3920.0%9,0470.1%FinanceGLGlobe Life$382$1 ▼-0.4%3,4250.1%FinanceGOOGAlphabet$3790.0%1,9900.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$379$12 ▲3.2%6460.1%FinanceETNEaton$3640.0%1,0960.1%Industrial ProductsSUBiShares Short-Term National Muni Bond ETF$3610.0%3,4250.1%ETFMETAMeta Platforms$3370.0%5750.1%Computer and TechnologyWFCWells Fargo & Company$3340.0%4,7600.1%FinanceSCHQSchwab Long-Term U.S. Treasury ETF$3220.0%10,2500.1%ETFCVSCVS Health$306$560 ▼-64.7%6,8220.1%MedicalIWMiShares Russell 2000 ETF$2880.0%1,3050.1%FinanceAYIAcuity Brands$284$21 ▼-6.8%9720.1%ConstructionNEENextEra Energy$270$55 ▼-16.8%3,7710.1%UtilitiesMDLZMondelez International$2670.0%4,4720.1%Consumer StaplesMCKMcKesson$2590.0%4550.1%MedicalKMBKimberly-Clark$253$47 ▲22.9%1,9340.1%Consumer StaplesDIASPDR Dow Jones Industrial Average ETF Trust$247$9 ▲3.6%5810.1%FinanceNZFNuveen Municipal Credit Income Fund$215$1 ▲0.5%17,6660.1%Financial ServicesRSPInvesco S&P 500 Equal Weight ETF$2100.0%1,2000.1%ETFAVXLAnavex Life Sciences$128$0 ▲0.3%11,9020.0%MedicalBBVABanco Bilbao Vizcaya Argentaria$1080.0%11,1470.0%FinanceBRBSBlue Ridge Bankshares$430.0%13,2340.0%FinanceINTCIntel$0$347 ▼-100.0%00.0%Computer and TechnologyCTVACorteva$0$201 ▼-100.0%00.0%Consumer StaplesRIVERNORTH FLEXIBLE MUNI INC$0$163 ▼-100.0%00.0%COMShowing largest 100 holdings. 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