News + Filings Holdings
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INVESTMENT HOUSE 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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DEERE & CO
| DE | Common | 44,500 | 42,895 | 18,030,955,000 | 17,368,283,000 | 1.35 | 0.02 |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 183,042 | 9,694 | 52,529,393,000 | 15,790,018,000 | 3.93 | |
Hist
| 06/30/2023 |
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AMERICAN EXPRESS CO
| AXP | Common | 69,767 | 62,932 | 12,153,411,000 | 11,025,978,000 | 0.91 | |
Hist
| 06/30/2023 |
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Nu Holdings Ltd.
| NU | COM | 1,381,124 | 1,256,124 | 10,897,068,000 | 10,302,068,000 | 0.82 | |
Hist
| 06/30/2023 |
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LOWES COMPANIES INC
| LOW | Common | 52,466 | 27,403 | 11,841,576,000 | 6,829,728,000 | 0.89 | 0.01 |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 64,673 | 26,423 | 15,358,544,000 | 6,734,699,000 | 1.15 | |
Hist
| 06/30/2023 |
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MERCADOLIBRE INC
| MELI | Common | 8,505 | 5,508 | 10,074,215,000 | 6,123,989,000 | 0.75 | 0.02 |
Hist
| 06/30/2023 |
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Walt Disney Co
| DIS | Common | 77,273 | 68,347 | 6,898,933,000 | 6,005,173,000 | 0.52 | 0.00 |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 39,693 | 13,573 | 13,535,313,000 | 5,470,241,000 | 1.01 | |
Hist
| 06/30/2023 |
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AUTONATION, INC.
| AN | Common | 33,969 | 20,659 | 5,591,637,000 | 3,803,305,000 | 0.42 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| BAC | Common | 148,356 | 59,893 | 4,256,322,000 | 1,726,292,000 | 0.32 | 0.00 |
Hist
| 06/30/2023 |
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WASTE MANAGEMENT INC
| WM | Common | 136,237 | 289 | 23,626,221,000 | 1,443,586,000 | 1.77 | 0.03 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| PFF | OPTIONS | 51,429 | 41,535 | 1,590,692,000 | 1,281,808,000 | 0.12 | |
Hist
| 06/30/2023 |
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ALPS ETF Trust
| AMLP | Common | 50,011 | 22,579 | 1,960,931,000 | 900,684,000 | 0.15 | |
Hist
| 06/30/2023 |
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Mastercard Inc
| MA | CL A | 17,460 | 69 | 6,867,018,000 | 546,955,000 | 0.51 | |
Hist
| 06/30/2023 |
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CONSTELLATION BRANDS, INC.
| STZ | CL A | 22,819 | 350 | 5,616,440,000 | 540,918,000 | 0.42 | |
Hist
| 06/30/2023 |
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Mondelez International, Inc.
| MDLZ | COM | 75,298 | 3,000 | 5,492,236,000 | 451,619,000 | 0.41 | |
Hist
| 06/30/2023 |
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CHIPOTLE MEXICAN GRILL INC
| CMG | Cl A | 1,008 | 1 | 2,156,112,000 | 435,864,000 | 0.16 | |
Hist
| 06/30/2023 |
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LIN Media LLC
| LIN | COMMON STOCK | 11,693 | 175 | 4,455,968,000 | 362,010,000 | 0.33 | |
Hist
| 06/30/2023 |
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Tesla, Inc.
| TSLA | COM | 6,003 | 43 | 1,571,405,000 | 334,943,000 | 0.12 | |
Hist
| 06/30/2023 |
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EDISON INTERNATIONAL
| EIX | Common | 8,871 | 2,820 | 616,074,000 | 188,952,000 | 0.05 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TR SBI INT-UTILS
| XLU | OPTION | 13,000 | 3,000 | 850,720,000 | 173,820,000 | 0.06 | |
Hist
| 06/30/2023 |
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DOW CHEMICAL CO /DE/
| DOW | COM | 83,008 | 5,025 | 4,421,006,000 | 145,978,000 | 0.33 | |
Hist
| 06/30/2023 |
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Indaptus Therapeutics, Inc.
| INDP | Common | 108,282 | 12,653 | 206,819,000 | 29,905,000 | 0.02 | 1.29 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| KRE | Common | 15,766 | 1,338 | 643,726,000 | 10,914,000 | 0.05 | |
Hist
| 06/30/2023 |
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SOUTHERN CO
| SO | Common | 4,418 | 4 | 310,330,000 | 3,179,000 | 0.02 | |
Hist
| 06/30/2023 |
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NEXTERA ENERGY INC
| FPL | common | 19,850 | 250 | 1,472,870,000 | -37,898,000 | 0.11 | |
Hist
| 06/30/2023 |
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AUTOMATIC DATA PROCESSING INC
| ADP | Common | 81,473 | 350 | 17,906,951,000 | -153,462,000 | 1.34 | 0.02 |
Hist
| 06/30/2023 |
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PayPal Holdings, Inc.
| PYPL | COM | 179,122 | 17,393 | 11,952,811,000 | -328,889,000 | 0.89 | |
Hist
| 06/30/2023 |
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TEXAS INSTRUMENTS INC
| TXN | Common | 125,633 | 313 | 22,616,453,000 | -694,320,000 | 1.69 | |
Hist
| 06/30/2023 |
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