GG
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Granite Group Advisors, LLC13F | |
| Granite Group Advisors, LLC | |
| Last update 2025-05-06 | 77 Stocks (6 new) |
| Value $144.00 Mil | Turnover 3 % |
Granite Group Advisors, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIS | The Walt Disney Co | 676,035 | 66,724.7 | -0.19% | 46.300 | -0.09% | 0.040 | +36.06% | +9.99% | 219,235.2 | Media - Diversified | |
MSFT | Microsoft Corp | 14,778 | 5,547.5 | +0.10% | 3.850 | 0% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
AAPL | Apple Inc | 17,803 | 3,954.6 | -0.19% | 2.740 | -0.01% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
AEP | American Electric Power Co Inc | 26,716 | 2,919.3 | -1.17% | 2.030 | -0.02% | 0.010 | +3.04% | +20.32% | 58,211.2 | Utilities - Regulated | |
AMGN | Amgen Inc | 9,084 | 2,830.1 | +3.33% | 1.960 | +0.06% | 0.000 | +11.23% | +20.39% | 165,909.2 | Drug Manufacturers | |
PEP | PepsiCo Inc | 17,680 | 2,650.9 | +51.07% | 1.840 | +0.62% | 0.000 | +7.97% | -3.07% | 197,845.3 | Beverages - Non-Alcoholic | |
BK | Bank of New York Mellon Corp | 30,537 | 2,561.1 | -21.49% | 1.780 | -0.41% | 0.000 | +26.99% | +31.65% | 70,502.9 | Banks | |
NEE | NextEra Energy Inc | 35,841 | 2,540.8 | +5.66% | 1.760 | +0.09% | 0.000 | +9.35% | +2.04% | 148,207.3 | Utilities - Regulated | |
JPM | JPMorgan Chase & Co | 10,302 | 2,527.1 | -10.88% | 1.750 | -0.19% | 0.000 | +21.80% | +25.72% | 815,415.9 | Banks | |
PNC | PNC Financial Services Group Inc | 14,366 | 2,525.1 | -0.14% | 1.750 | 0% | 0.000 | +23.85% | +4.52% | 77,280.3 | Banks |
Granite Group Advisors, LLC's Historical Top Holdings Breakdowns
Granite Group 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
GILD | Gilead Sciences Inc | 2025-03-31 | Sold Out Sold Out | -1.39% | 89.14 ($103.18) 117.41 | $113.20 | 9.71% | Sold Out | 0 | -23,554 | |
CSCO | Cisco Systems Inc | 2025-03-31 | Reduce Reduce | -0.80% | 58.74 ($61.57) 64.87 | $68.29 | 10.91% | Reduce -49.45% | 21,688 | -21,217 | |
TGT | Target Corp | 2025-03-31 | New Buy New Buy | +0.69% | 103.65 ($124.98) 142.5 | $105.82 | -15.33% | New holding | 9,477 | 9,477 | |
PEP | PepsiCo Inc | 2025-03-31 | Add Add | +0.62% | 142.64 ($148.84) 156.42 | $144.51 | -2.91% | Add 51.07% | 17,680 | 5,977 | |
ABBV | AbbVie Inc | 2025-03-31 | Reduce Reduce | -0.48% | 169.2 ($194.4) 216.66 | $190.83 | -1.84% | Reduce -51.84% | 3,904 | -4,203 | |
BK | Bank of New York Mellon Corp | 2025-03-31 | Reduce Reduce | -0.41% | 75.42 ($84.04) 88.95 | $99.97 | 18.96% | Reduce -21.49% | 30,537 | -8,361 | |
SBUX | Starbucks Corp | 2025-03-31 | Reduce Reduce | -0.41% | 92.17 ($103.37) 115.81 | $93.68 | -9.37% | Reduce -23.38% | 22,970 | -7,009 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | New Buy New Buy | +0.27% | 360.07 ($394.62) 417.26 | $437.85 | 10.95% | New holding | 1,073 | 1,073 | |
GD | General Dynamics Corp | 2025-03-31 | Add Add | +0.24% | 241.94 ($259.92) 272.58 | $314.24 | 20.90% | Add 32.96% | 5,111 | 1,267 | |
PFE | Pfizer Inc | 2025-03-31 | Add Add | +0.23% | 25.01 ($26.17) 27.13 | $25.35 | -3.13% | Add 37.87% | 47,033 | 12,919 |
Granite Group Advisors, LLC Total Holding History ($B)
Granite Group Advisors, LLC's Asset Allocation
Granite Group Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Granite Group Advisors, LLC's Hypothetical Growth since 2025-03-31
Granite Group Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Granite Group Advisors, LLC's Holdings Heat Map
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Granite Group Advisors, LLC's Holdings Bubble Chart
Granite Group Advisors, LLC News
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