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ABSHER WEALTH MANAGEMENT, LLC13F | |
| ABSHER WEALTH MANAGEMENT, LLC | |
| Last update 2025-04-22 | 67 Stocks (2 new) |
| Value $763.00 Mil | Turnover 4 % |
ABSHER WEALTH MANAGEMENT, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTB | M&T Bank Corp | 231,147 | 41,317.6 | +16.82% | 5.420 | +0.78% | 0.140 | +22.06% | +3.89% | 30,902.5 | Banks | |
JNJ | Johnson & Johnson | 215,584 | 35,752.5 | +1.16% | 4.690 | +0.05% | 0.010 | +7.98% | +15.84% | 396,472.8 | Drug Manufacturers | |
LECO | Lincoln Electric Holdings Inc | 183,442 | 34,699.9 | +15.35% | 4.550 | +0.61% | 0.330 | +23.87% | +17.61% | 12,215.9 | Industrial Products | |
PEP | PepsiCo Inc | 230,467 | 34,556.2 | +7.48% | 4.530 | +0.32% | 0.020 | -2.32% | -9.22% | 185,575.6 | Beverages - Non-Alcoholic | |
MSFT | Microsoft Corp | 87,876 | 32,987.6 | -1.06% | 4.330 | -0.05% | 0.000 | +36.31% | +20.42% | 3,758,042.8 | Software | |
EMR | Emerson Electric Co | 286,892 | 31,454.9 | +2.66% | 4.120 | +0.11% | 0.050 | +42.82% | +14.19% | 78,918.8 | Industrial Products | |
V | Visa Inc | 89,207 | 31,263.5 | -1.44% | 4.100 | -0.05% | 0.000 | +5.78% | +11.08% | 683,529.8 | Credit Services | |
ADI | Analog Devices Inc | 154,233 | 31,104.1 | +7.47% | 4.080 | +0.28% | 0.030 | +37.39% | +14.26% | 119,402.3 | Semiconductors | |
DE | Deere & Co | 65,928 | 30,943.2 | -5.44% | 4.060 | -0.21% | 0.020 | +12.58% | +20.63% | 137,507.0 | Farm & Heavy Construction Machinery | |
JPM | JPMorgan Chase & Co | 117,847 | 28,907.9 | +1.78% | 3.790 | +0.07% | 0.000 | +25.08% | +21.17% | 785,911.8 | Banks |
ABSHER WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns
ABSHER WEALTH MANAGEMENT, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BF.B | Brown-Forman Corp | 2025-03-31 | Add Add | +1.02% | 30.65 ($33.71) 37.96 | $27.67 | -17.92% | Add 47.99% | 708,355 | 229,697 | |
RL | Ralph Lauren Corp | 2025-03-31 | Reduce Reduce | -1.00% | 215.68 ($247.86) 286.74 | $284.69 | 14.86% | Reduce -23.66% | 106,509 | -33,006 | |
TROW | T. Rowe Price Group Inc | 2025-03-31 | Reduce Reduce | -0.93% | 91.57 ($105.67) 116.92 | $103.05 | -2.48% | Reduce -93.32% | 4,533 | -63,334 | |
MTB | M&T Bank Corp | 2025-03-31 | Add Add | +0.78% | 170.47 ($189.66) 201.98 | $192.52 | 1.51% | Add 16.82% | 231,147 | 33,279 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.76% | 84.5 ($93.81) 105.05 | $95.15 | 1.43% | Reduce -18.66% | 278,799 | -63,953 | |
LECO | Lincoln Electric Holdings Inc | 2025-03-31 | Add Add | +0.61% | 180.51 ($196.35) 216.81 | $218.82 | 11.44% | Add 15.35% | 183,442 | 24,416 | |
MCD | McDonald's Corp | 2025-03-31 | Reduce Reduce | -0.46% | 279.74 ($299.1) 321.29 | $298.90 | -0.07% | Reduce -15.96% | 64,182 | -12,189 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.34% | 442.66 ($486.15) 534.52 | $471.31 | -3.05% | Reduce -11.35% | 44,710 | -5,724 | |
PEP | PepsiCo Inc | 2025-03-31 | Add Add | +0.32% | 142.64 ($148.84) 156.42 | $135.35 | -9.06% | Add 7.48% | 230,467 | 16,036 | |
ABT | Abbott Laboratories | 2025-03-31 | Reduce Reduce | -0.28% | 111.1 ($127.27) 140.22 | $131.74 | 3.51% | Reduce -10.83% | 157,948 | -19,174 |
ABSHER WEALTH MANAGEMENT, LLC Total Holding History ($B)
ABSHER WEALTH MANAGEMENT, LLC's Asset Allocation
ABSHER WEALTH MANAGEMENT, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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ABSHER WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31
ABSHER WEALTH MANAGEMENT, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ABSHER WEALTH MANAGEMENT, LLC's Holdings Heat Map
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ABSHER WEALTH MANAGEMENT, LLC's Holdings Bubble Chart
ABSHER WEALTH MANAGEMENT, LLC News
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