MR
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M&R CAPITAL MANAGEMENT INC13F | |
| M&R CAPITAL MANAGEMENT INC | |
| Last update 2024-10-02 | 581 Stocks (47 new) |
| Value $454.00 Mil | Turnover 5 % |
M&R CAPITAL MANAGEMENT INC Top Holdings of 2024-09-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 162,112 | 37,772.1 | -3.48% | 8.320 | -0.29% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
AVGO | Broadcom Inc | 192,271 | 33,166.8 | -1.36% | 7.310 | -0.10% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
BRK.B | Berkshire Hathaway Inc | 62,613 | 28,818.3 | -0.95% | 6.350 | -0.06% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
GOOGL | Alphabet Inc | 126,832 | 21,035.2 | -0.73% | 4.640 | -0.04% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
LOW | Lowe's Companies Inc | 70,225 | 19,020.4 | -0.57% | 4.190 | -0.02% | 0.010 | +0.60% | -10.34% | 122,825.5 | Retail - Cyclical | |
AMZN | Amazon.com Inc | 78,820 | 14,686.5 | -0.82% | 3.240 | -0.03% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
V | Visa Inc | 53,170 | 14,619.2 | -1.08% | 3.220 | -0.04% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
VST | Vistra Corp | 117,087 | 13,879.4 | +38,929.00% | 3.060 | +3.05% | 0.030 | +67.44% | +40.41% | 65,494.5 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
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MRK | Merck & Co Inc | 121,659 | 13,815.6 | -2.58% | 3.040 | -0.10% | 0.000 | +3.54% | -18.12% | 200,782.1 | Drug Manufacturers | |
MSFT | Microsoft Corp | 29,661 | 12,763.3 | +2.57% | 2.810 | +0.07% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software |
M&R CAPITAL MANAGEMENT INC's Historical Top Holdings Breakdowns
M&R CAPITAL MANAGEMENT INC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VST | Vistra Corp | 2024-09-30 | Add Add | +3.05% | 69 ($84.87) 119.08 | $193.01 | 127.42% | Add 38929% | 117,087 | 116,787 | |
HON | Honeywell International Inc | 2024-09-30 | Add Add | +0.82% | 196.73 ($205.78) 220.21 | $236.54 | 14.95% | Add 497.84% | 21,564 | 17,957 | |
JPST | JPMorgan Ultra-Short Income ETF | 2024-09-30 | Reduce Reduce | -0.64% | 50.25 ($50.53) 50.74 | $50.60 | 0.14% | Reduce -44.29% | 66,645 | -52,982 | |
LSXMA | Liberty SiriusXM Group | 2024-09-30 | Sold Out Sold Out | -0.60% | 20.71 ($22.55) 23.81 | $22.29 | -1.15% | Sold Out | 0 | -112,628 | |
CRWD | CrowdStrike Holdings Inc | 2024-09-30 | Reduce Reduce | -0.47% | 217.89 ($284.07) 392.15 | $475.96 | 67.55% | Reduce -98.36% | 86 | -5,148 | |
FDX | FedEx Corp | 2024-09-30 | Add Add | +0.44% | 254.64 ($290.39) 313.52 | $226.62 | -21.96% | Add 44.83% | 23,694 | 7,334 | |
AAPL | Apple Inc | 2024-09-30 | Reduce Reduce | -0.29% | 207.23 ($223.32) 234.82 | $211.18 | -5.44% | Reduce -3.48% | 162,112 | -5,839 | |
LSXMK | Liberty SiriusXM Group | 2024-09-30 | Sold Out Sold Out | -0.14% | 20.7 ($22.54) 23.83 | $22.29 | -1.11% | Sold Out | 0 | -27,049 | |
AVGO | Broadcom Inc | 2024-09-30 | Reduce Reduce | -0.10% | 136.27 ($160.32) 178.09 | $283.34 | 76.73% | Reduce -1.36% | 192,271 | -2,659 | |
MRK | Merck & Co Inc | 2024-09-30 | Reduce Reduce | -0.10% | 111.15 ($118.8) 128.97 | $79.96 | -32.69% | Reduce -2.58% | 121,659 | -3,220 |
M&R CAPITAL MANAGEMENT INC Total Holding History ($B)
M&R CAPITAL MANAGEMENT INC's Asset Allocation
M&R CAPITAL MANAGEMENT INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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M&R CAPITAL MANAGEMENT INC's Hypothetical Growth since 2024-09-30
M&R CAPITAL MANAGEMENT INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
M&R CAPITAL MANAGEMENT INC's Holdings Heat Map
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M&R CAPITAL MANAGEMENT INC's Holdings Bubble Chart
M&R CAPITAL MANAGEMENT INC News
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