DA
| |
DOVER ADVISORS, LLC13F | |
| DOVER ADVISORS, LLC | |
| Last update 2025-07-08 | 163 Stocks (15 new) |
| Value $227.00 Mil | Turnover 4 % |
DOVER ADVISORS, LLC Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 36,825 | 18,317.4 | -3.84% | 8.070 | -0.24% | 0.000 | +41.96% | +21.19% | 3,782,272.9 | Software | |
AAPL | Apple Inc | 67,446 | 13,837.9 | -14.13% | 6.090 | -1.07% | 0.000 | +11.24% | -14.10% | 3,205,004.2 | Hardware | |
BRK.A | Berkshire Hathaway Inc | 16 | 11,660.8 | 0% | 5.130 | 0% | 0.000 | -6.55% | +4.37% | 1,021,890.6 | Insurance | |
JPM | JPMorgan Chase & Co | 23,176 | 6,718.9 | -12.51% | 2.960 | -0.35% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
AMZN | Amazon.com Inc | 27,987 | 6,140.1 | +0.16% | 2.700 | 0% | 0.000 | +34.97% | +2.94% | 2,397,543.9 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 34,216 | 6,029.9 | +3.13% | 2.660 | +0.08% | 0.000 | +27.83% | -0.17% | 2,292,780.3 | Interactive Media | |
KO | Coca-Cola Co | 70,018 | 4,953.8 | -1.48% | 2.180 | -0.03% | 0.000 | -3.63% | +13.82% | 300,653.0 | Beverages - Non-Alcoholic | |
ETN | Eaton Corp PLC | 13,262 | 4,734.4 | -1.96% | 2.080 | -0.03% | 0.000 | +45.42% | +14.11% | 147,136.6 | Industrial Products | |
BRK.B | Berkshire Hathaway Inc | 9,620 | 4,673.1 | -12.87% | 2.060 | -0.33% | 0.000 | -6.30% | +4.79% | 1,024,885.8 | Insurance | |
RTX | RTX Corp | 29,015 | 4,236.8 | +0.68% | 1.870 | +0.01% | 0.000 | +20.51% | +32.01% | 202,022.9 | Aerospace & Defense |
DOVER ADVISORS, LLC's Historical Top Holdings Breakdowns
DOVER ADVISORS, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
UDR | UDR Inc | 2025-06-30 | Reduce Reduce | -1.64% | 38.09 ($41.47) 45.36 | $40.91 | -1.35% | Reduce -82.37% | 17,796 | -83,122 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -1.07% | 172.42 ($202.27) 223.89 | $214.54 | 6.07% | Reduce -14.13% | 67,446 | -11,094 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-06-30 | Reduce Reduce | -0.63% | 24.19 ($24.3) 24.46 | $24.30 | 0% | Reduce -53.96% | 50,959 | -59,735 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-06-30 | Sold Out Sold Out | -0.37% | 82.21 ($82.56) 83.12 | $82.58 | 0.02% | Sold Out | 0 | -10,283 | |
CME | CME Group Inc | 2025-06-30 | New Buy New Buy | +0.35% | 252.37 ($271.84) 290.71 | $272.77 | 0.34% | New holding | 2,863 | 2,863 | |
JPM | JPMorgan Chase & Co | 2025-06-30 | Reduce Reduce | -0.35% | 210.28 ($255.03) 289.91 | $291.44 | 14.28% | Reduce -12.51% | 23,176 | -3,315 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Reduce Reduce | -0.33% | 483.48 ($508.26) 539.8 | $475.00 | -6.54% | Reduce -12.87% | 9,620 | -1,421 | |
SRLN | SPDR Blackstone Senior Loan ETF | 2025-06-30 | Sold Out Sold Out | -0.31% | 39.47 ($40.92) 41.59 | $41.59 | 1.63% | Sold Out | 0 | -17,120 | |
CGIE |
Capital Group International Equity ETF
Capital Group International Equity ETF
| 2025-06-30 | New Buy New Buy | +0.28% | 26.4 ($31.06) 33.13 | $32.59 | 4.93% | New holding | 19,343 | 19,343 | |
HD | The Home Depot Inc | 2025-06-30 | Reduce Reduce | -0.26% | 335.24 ($361.94) 380.78 | $359.40 | -0.70% | Reduce -21.33% | 5,999 | -1,627 |
DOVER ADVISORS, LLC Total Holding History ($B)
DOVER ADVISORS, LLC's Asset Allocation
DOVER ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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DOVER ADVISORS, LLC's Hypothetical Growth since 2025-06-30
DOVER ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
DOVER ADVISORS, LLC's Holdings Heat Map
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DOVER ADVISORS, LLC's Holdings Bubble Chart
DOVER ADVISORS, LLC News
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