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Ransom Advisory, Ltd

All holdings · as of Dec 31, 2024

408 positions

CompanyClassValueShares% of portfolio
Palo Alto Networks Inc$846.1K4,6500.4%
ROPER TECHNOLOGIES INC$831.8K1,6000.4%
COCA COLA CO$817.0K13,1230.4%
Chubb Ltd$807.9K2,9240.4%
ISHARES NATIONAL MUNI BOND ETF$786.7K7,3840.4%
ConocoPhillips$784.9K7,9140.4%
FERRARI N V NEW F$775.3K1,8250.4%
ORACLE CORP$758.4K4,5510.3%
BRISTOL MYERS SQUIBB CO$742.4K13,1260.3%
SCHWAB US DIVIDEND EQUITY ETF$739.5K27,0670.3%
3M CO$733.7K5,6840.3%
ABBOTT LABORATORIES$677.7K5,9920.3%
VERIZON COMMUNICATIONS INC$673.4K16,8380.3%
ADOBE INC.$642.6K1,4450.3%
Akamai Technologies Inc$631.3K6,6000.3%
The Boeing Company$628.4K3,5500.3%
Lululemon Athletica Inc$617.6K1,6150.3%
AUTOMATIC DATA PROCESSING INC$601.6K2,0550.3%
Meta Platforms Inc$587.9K1,0040.3%
WEC ENERGY GROUP, INC.$587.8K6,2500.3%
FREEPORT-MCMORAN INC$586.4K15,4000.3%
PFIZER INC$564.5K21,2770.3%
TRUIST FINANCIAL CORP$552.2K12,7300.3%
SPDR S&P DIVIDEND ETF$550.9K4,1700.3%
AMERIPRISE FINANCIAL INC$543.1K1,0200.2%
GENERAL MILLS INC$539.7K8,4640.2%
AMGEN INC$537.7K2,0630.2%
Salesforce Inc$524.2K1,5680.2%
Bank of New York Mellon Corp/The$514.1K6,6920.2%
CATERPILLAR INC$506.1K1,3950.2%
SHERWIN WILLIAMS CO$501.4K1,4750.2%
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS$483.8K8,5330.2%
M&T BANK CORP$481.9K2,5630.2%
VANGUARD DIVIDEND APPRECIATION ETF$463.1K2,3650.2%
ISHARES 7-10 YEAR TRSURYBOND ETF$457.8K4,9520.2%
DANAHER CORP /DE$451.5K1,9670.2%
Elevance Health Inc$442.7K1,2000.2%
CSX CORP$442.1K13,7000.2%
ISHARES RUSSELL 2000 ETF$441.9K2,0000.2%
CARRIER GLOBAL Corp$426.9K6,2540.2%
Waters Corp$426.6K1,1500.2%
Phillips 66$424.4K3,7250.2%
PUBLIC SERVICE ENTERPRISE GROUP INC$414.0K4,9000.2%
CUMMINS INC$413.1K1,1850.2%
Consolidated Edison Inc$401.5K4,5000.2%
VANGUARD S&P 500 ETF$396.0K7350.2%
Chipotle Mexican Grill Inc$395.0K6,5500.2%
Mondelez International, Inc.$367.7K6,1560.2%
ENERGY SELECT SECTOR SPDR ETF$366.6K4,2800.2%
ADVANCED MICRO DEVICES INC$349.1K2,8900.2%
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