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PEDDOCK CAPITAL ADVISORS, LLC13F | |
| PEDDOCK CAPITAL ADVISORS, LLC | |
| Last update 2025-07-16 | 157 Stocks (6 new) |
| Value $432.00 Mil | Turnover 3 % |
PEDDOCK CAPITAL 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 397,208 | 62,754.8 | -1.16% | 14.510 | -0.13% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
XOM | Exxon Mobil Corp | 267,897 | 28,879.3 | +0.02% | 6.680 | 0% | 0.010 | +1.72% | +2.01% | 464,449.8 | Oil & Gas | |
IVV | iShares Core S&P 500 ETF | 36,274 | 22,522.7 | +2.18% | 5.210 | +0.11% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
AAPL | Apple Inc | 105,130 | 21,569.6 | -0.68% | 4.990 | -0.04% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 136,268 | 13,517.7 | +1.72% | 3.130 | +0.05% | 0.010 | +1.23% | +3.24% | 127,979.5 | ||
VB | Vanguard Small Cap ETF | 44,547 | 10,556.7 | +5.85% | 2.440 | +0.13% | 0.020 | +17.90% | +1.99% | 61,352.9 | ||
SPY | SPDR S&P 500 ETF Trust | 16,616 | 10,265.9 | -0.14% | 2.370 | 0% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
MDY | S&P MidCap 400 ETF | 17,136 | 9,707.0 | -10.99% | 2.240 | -0.29% | 0.040 | +15.85% | +2.31% | 23,229.9 | ||
CVX | Chevron Corp | 61,551 | 8,813.5 | +0.37% | 2.040 | +0.01% | 0.000 | +10.15% | +6.01% | 259,903.2 | Oil & Gas | |
RSP | Invesco S&P 500 Equal Weight ETF | 46,837 | 8,512.2 | +1.99% | 1.970 | +0.04% | 0.010 | +13.69% | +6.04% | 74,012.7 |
PEDDOCK CAPITAL ADVISORS, LLC's Historical Top Holdings Breakdowns
PEDDOCK CAPITAL 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
QUAL | iShares MSCI USA Quality Factor ETF | 2025-06-30 | Add Add | +0.61% | 152.42 ($172.55) 182.82 | $184.03 | 6.65% | Add 69.56% | 35,267 | 14,468 | |
ICF | iShares Select U.S. REIT ETF | 2025-06-30 | Sold Out Sold Out | -0.42% | 54.56 ($60.61) 62.47 | $61.65 | 1.72% | Sold Out | 0 | -27,081 | |
XLU | Utilities Select Sector SPDR ETF | 2025-06-30 | New Buy New Buy | +0.37% | 73.09 ($79.67) 82.77 | $83.75 | 5.12% | New holding | 19,841 | 19,841 | |
GLD | SPDR Gold Shares ETF | 2025-06-30 | Add Add | +0.36% | 273.71 ($302.58) 316.29 | $308.39 | 1.92% | Add 45.03% | 16,520 | 5,129 | |
MDY | S&P MidCap 400 ETF | 2025-06-30 | Reduce Reduce | -0.29% | 468.22 ($536.67) 566.51 | $579.42 | 7.97% | Reduce -10.99% | 17,136 | -2,116 | |
ITB | iShares U.S. Home Construction ETF | 2025-06-30 | Reduce Reduce | -0.27% | 85.52 ($91.42) 96.61 | $95.08 | 4.00% | Reduce -70.05% | 4,866 | -11,380 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-06-30 | Add Add | +0.14% | 77.94 ($78.77) 79.5 | $79.23 | 0.58% | Add 8.13% | 102,842 | 7,729 | |
NVDA | NVIDIA Corp | 2025-06-30 | Reduce Reduce | -0.13% | 94.31 ($125.57) 157.99 | $172.41 | 37.30% | Reduce -1.16% | 397,208 | -4,643 | |
VB | Vanguard Small Cap ETF | 2025-06-30 | Add Add | +0.13% | 193.73 ($223.07) 237.37 | $243.27 | 9.06% | Add 5.85% | 44,547 | 2,461 | |
SJM | JM Smucker Co | 2025-06-30 | Sold Out Sold Out | -0.12% | 94.41 ($110.08) 118.52 | $106.16 | -3.56% | Sold Out | 0 | -3,871 |
PEDDOCK CAPITAL ADVISORS, LLC Total Holding History ($B)
PEDDOCK CAPITAL ADVISORS, LLC's Asset Allocation
PEDDOCK CAPITAL ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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PEDDOCK CAPITAL ADVISORS, LLC's Hypothetical Growth since 2025-06-30
PEDDOCK CAPITAL ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PEDDOCK CAPITAL ADVISORS, LLC's Holdings Heat Map
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PEDDOCK CAPITAL ADVISORS, LLC's Holdings Bubble Chart
PEDDOCK CAPITAL ADVISORS, LLC News
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