News + Filings Holdings
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Miramar Capital, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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AbbVie Inc.
| ABBV | COM | 113,285 | -1,006 | 15,262,882,000 | -2,951,668,000 | 3.87 | 0.01 |
Hist
| 06/30/2023 |
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US BANCORP \DE\
| USB | Common | 367,364 | -3,714 | 12,137,707,000 | -1,239,655,000 | 3.08 | 0.02 |
Hist
| 06/30/2023 |
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NEXTERA ENERGY INC
| FPL | common | 5,107 | -5,134 | 378,939,000 | -410,437,000 | 0.10 | |
Hist
| 06/30/2023 |
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Schwab US Dividend Equity ETF
| SCHD | common | 12,914 | -3,744 | 937,839,000 | -280,885,000 | 0.24 | |
Hist
| 06/30/2023 |
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BRISTOL MYERS SQUIBB CO
| BMY | Common | 9,970 | -1,103 | 637,582,000 | -129,888,000 | 0.16 | |
Hist
| 06/30/2023 |
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NIKE, Inc.
| NKE | Common | 5,323 | -195 | 587,500,000 | -89,228,000 | 0.15 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 2,202 | -395 | 976,103,000 | -87,083,000 | 0.25 | |
Hist
| 06/30/2023 |
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SPDR GOLD TRUST
| GLD | GOLD SHS | 2,951 | -364 | 526,075,000 | -81,299,000 | 0.13 | |
Hist
| 06/30/2023 |
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UNITEDHEALTH GROUP INC
| UNH | Common | 1,311 | -164 | 630,119,000 | -67,080,000 | 0.16 | 0.00 |
Hist
| 06/30/2023 |
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Walt Disney Co
| DIS | Common | 2,877 | -166 | 256,888,000 | -47,841,000 | 0.07 | 0.00 |
Hist
| 06/30/2023 |
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THERMO FISHER SCIENTIFIC INC.
| TMO | Common | 490 | -35 | 255,658,000 | -46,936,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD WHITEHALL FUNDS
| VYM | Common | 10,279 | -435 | 1,090,294,000 | -40,033,000 | 0.28 | |
Hist
| 06/30/2023 |
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DANAHER CORP /DE/
| DHR | Common | 856 | -90 | 205,440,000 | -32,990,000 | 0.05 | 0.00 |
Hist
| 06/30/2023 |
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KIMBERLY CLARK CORP
| KMB | Common | 2,150 | -250 | 296,829,000 | -25,299,000 | 0.08 | |
Hist
| 06/30/2023 |
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ILLINOIS TOOL WORKS INC
| ITW | Common | 1,200 | -100 | 300,192,000 | -16,293,000 | 0.08 | |
Hist
| 06/30/2023 |
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INTERNATIONAL BUSINESS MACHINES CORP
| IBM | Common | 1,586 | -150 | 212,223,000 | -15,349,000 | 0.05 | |
Hist
| 06/30/2023 |
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METLIFE INC
| MET | Common | 3,645 | -130 | 206,052,000 | -12,672,000 | 0.05 | 0.00 |
Hist
| 06/30/2023 |
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BOEING CO
| BA | Common | 1,253 | -25 | 264,583,000 | -6,903,000 | 0.07 | 0.00 |
Hist
| 06/30/2023 |
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COSTCO WHOLESALE CORP /NEW
| COST | Common | 1,339 | -122 | 720,891,000 | -5,036,000 | 0.18 | |
Hist
| 06/30/2023 |
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PROCTER & GAMBLE Co
| PG | Common | 1,669 | -39 | 253,254,000 | -709,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
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CURTISS WRIGHT CORP
| CW | Common | 1,940 | -76 | 356,300,000 | 960,000 | 0.09 | 0.01 |
Hist
| 06/30/2023 |
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SPDR S&P MIDCAP 400 ETF TRUST
| MDY | Common | 1,108 | -36 | 530,632,000 | 6,211,000 | 0.13 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWM | Common | 1,615 | -40 | 302,441,000 | 7,189,000 | 0.08 | |
Hist
| 06/30/2023 |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 11,529 | -574 | 1,872,699,000 | 8,675,000 | 0.47 | |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 1,047 | -30 | 357,027,000 | 24,482,000 | 0.09 | |
Hist
| 06/30/2023 |
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ELI LILLY & Co
| LLY | Common | 2,352 | -50 | 1,103,041,000 | 278,146,000 | 0.28 | 0.00 |
Hist
| 06/30/2023 |
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Merck & Co., Inc.
| MRK | COM | 84,837 | -1,067 | 9,789,376,000 | 650,018,000 | 2.48 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 125,842 | -1,104 | 18,302,455,000 | 1,760,126,000 | 4.64 | |
Hist
| 06/30/2023 |
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Broadcom Ltd
| AVGO | COM | 17,327 | -3,114 | 15,029,960,000 | 1,916,241,000 | 3.81 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 103,811 | -5,505 | 20,136,214,000 | 2,110,010,000 | 5.11 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 61,435 | -870 | 20,920,985,000 | 2,958,511,000 | 5.31 | 0.00 |
Hist
| 06/30/2023 |
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