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Patrick Mauro Investment Advisor, INC.13F | |
| Patrick Mauro Investment Advisor, INC. | |
| Last update 2025-05-02 | 42 Stocks (0 new) |
| Value $183.00 Mil | Turnover 6 % |
Patrick Mauro Investment Advis... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CME | CME Group Inc | 50,306 | 13,345.7 | -6.42% | 7.290 | -0.46% | 0.010 | +5.09% | +19.55% | 99,098.8 | Capital Markets | |
WSO | Watsco Inc | 25,057 | 12,736.5 | -1.71% | 6.960 | -0.12% | 0.060 | -7.02% | +1.27% | 19,024.3 | Industrial Distribution | |
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 152,193 | 10,624.6 | -0.01% | 5.810 | 0% | 0.030 | +13.90% | +18.15% | 45,979.0 | ||
VZ | Verizon Communications Inc | 227,244 | 10,307.8 | -0.28% | 5.630 | -0.01% | 0.010 | -5.74% | +8.41% | 173,962.7 | Telecommunication Services | |
PFE | Pfizer Inc | 387,607 | 9,822.0 | +20.31% | 5.370 | +0.91% | 0.010 | +11.76% | -3.90% | 139,916.8 | Drug Manufacturers | |
MSFT | Microsoft Corp | 23,059 | 8,656.2 | +30.03% | 4.730 | +1.09% | 0.000 | +31.47% | +20.55% | 3,762,279.4 | Software | |
LMT | Lockheed Martin Corp | 18,952 | 8,466.1 | +3.92% | 4.630 | +0.17% | 0.010 | +0.80% | -1.87% | 110,147.2 | Aerospace & Defense | |
LIN | Linde PLC | 14,991 | 6,980.4 | -2.45% | 3.820 | -0.09% | 0.000 | +2.45% | +10.72% | 216,796.9 | Chemicals | |
AES | The AES Corp | 528,745 | 6,567.0 | +516.55% | 3.590 | +3.01% | 0.070 | +30.24% | +5.57% | 9,354.7 | Utilities - Regulated | |
CNA | CNA Financial Corp | 128,655 | 6,525.0 | -1.03% | 3.570 | -0.04% | 0.050 | -9.15% | -4.48% | 11,766.6 | Insurance |
Patrick Mauro Investment Advisor, INC.'s Historical Top Holdings Breakdowns
Patrick Mauro Investment Advisor, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AES | The AES Corp | 2025-03-31 | Add Add | +3.01% | 9.93 ($11.57) 13.23 | $13.14 | 13.57% | Add 516.55% | 528,745 | 442,987 | |
AEP | American Electric Power Co Inc | 2025-03-31 | Reduce Reduce | -1.42% | 90.32 ($101.3) 109.27 | $104.62 | 3.28% | Reduce -40.31% | 39,869 | -26,930 | |
CVS | CVS Health Corp | 2025-03-31 | Reduce Reduce | -1.41% | 44.22 ($59.84) 68.64 | $63.94 | 6.85% | Reduce -48.85% | 57,642 | -55,056 | |
MCHP | Microchip Technology Inc | 2025-03-31 | Reduce Reduce | -1.19% | 48.41 ($55.72) 64.3 | $73.36 | 31.66% | Reduce -54.27% | 30,735 | -36,468 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +1.09% | 375.39 ($407.71) 447.2 | $506.19 | 24.15% | Add 30.03% | 23,059 | 5,326 | |
PFE | Pfizer Inc | 2025-03-31 | Add Add | +0.91% | 25.01 ($26.17) 27.13 | $24.61 | -5.96% | Add 20.31% | 387,607 | 65,440 | |
PEP | PepsiCo Inc | 2025-03-31 | Add Add | +0.59% | 142.64 ($148.84) 156.42 | $133.81 | -10.10% | Add 23.66% | 37,339 | 7,143 | |
CME | CME Group Inc | 2025-03-31 | Reduce Reduce | -0.46% | 225.82 ($246.67) 266.54 | $275.00 | 11.48% | Reduce -6.42% | 50,306 | -3,454 | |
KMB | Kimberly-Clark Corp | 2025-03-31 | Reduce Reduce | -0.36% | 124.46 ($134.75) 147.4 | $126.75 | -5.94% | Reduce -18.68% | 20,801 | -4,778 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.32% | 154.33 ($181.36) 206.38 | $182.00 | 0.35% | Add 12.64% | 33,289 | 3,736 |
Patrick Mauro Investment Advisor, INC. Total Holding History ($B)
Patrick Mauro Investment Advisor, INC.'s Asset Allocation
Patrick Mauro Investment Advisor, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Patrick Mauro Investment Advisor, INC.'s Hypothetical Growth since 2025-03-31
Patrick Mauro Investment Advisor, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Patrick Mauro Investment Advisor, INC.'s Holdings Heat Map
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Patrick Mauro Investment Advisor, INC.'s Holdings Bubble Chart
Patrick Mauro Investment Advisor, INC. News
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