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Cutter & CO Brokerage, Inc.

13F
Cutter & CO Brokerage, Inc.
Last update 2024-10-25 218 Stocks (22 new)
Value $442.00 Mil Turnover 6 %
Countries:
Top Holdings: BRK.B(14.07%)NVO(7.59%)EPD(4.34%)CP(4.02%)GOOG(3.99%)
Portfolio Report
Summary Stock Picks Current Portfolio
Cutter & CO Brokerage, Inc. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
135,107
62184.350
-1.79%
14.070
-0.24%
0.010
+8.34%
+30.74%
1006211.610
Insurance
NVO 		Novo Nordisk AS
281,795
33553.290
-0.84%
7.590
-0.08%
0.010
-17.27%
+4.63%
476393.447
Drug Manufacturers
EPD 		Enterprise Products Partners LP
659,484
19197.600
+2.68%
4.340
+0.11%
0.030
+9.96%
+24.21%
66042.279
Oil & Gas
CP 		Canadian Pacific Kansas City Ltd
208,021
17794.100
-1.45%
4.020
-0.06%
0.020
-0.24%
-2.26%
71896.728
Transportation
GOOG 		Alphabet Inc
105,532
17643.850
-1.55%
3.990
-0.07%
0.000
+11.96%
+30.40%
2232618.220
Interactive Media
HEI 		Heico Corp
59,956
15677.480
-1.45%
3.550
-0.05%
0.040
+12.16%
+47.48%
31642.839
Aerospace & Defense
LIN 		Linde PLC
32,641
15565.130
-2.14%
3.520
-0.08%
0.010
+2.27%
+11.94%
216932.779
Chemicals
REGN 		Regeneron Pharmaceuticals Inc
7,665
8057.750
-1.43%
1.820
-0.03%
0.010
-26.77%
-6.52%
90219.305
Biotechnology
AAPL 		Apple Inc
33,669
7844.740
-5.96%
1.770
-0.11%
0.000
+3.19%
+17.04%
3389420.991
Hardware
ET 		Energy Transfer LP
474,050
7608.510
+8.56%
1.720
+0.14%
0.010
+11.72%
+33.92%
58377.777
Oil & Gas

Cutter & CO Brokerage, Inc.'s Historical Top Holdings Breakdowns

Cutter & CO Brokerage, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAAU 		Goldman Sachs Physical Gold ETF2024-09-30Add
+1.18%
●
23.06 ($24.51) 26.44
$25.70
4.88%
Add 811.66%
226,456
201,616
TDG 		TransDigm Group Inc2024-09-30New Buy
+1.13%
●
1202.03 ($1300.33) 1427.13
$1,355.42
4.24%
New holding
3,491
3,491
IWM 		iShares Russell 2000 ETF2024-09-30New Buy
+0.57%
●
200.87 ($213.99) 224.6
$237.37
10.92%
New holding
11,371
11,371
WMB 		Williams Companies Inc2024-09-30Sold Out
-0.40%
●
41.24 ($43.96) 46.22
$56.74
29.07%
Sold Out
0
-38,587
AMZN 		Amazon.com Inc2024-09-30Add
+0.37%
●
161.02 ($182.46) 200
$208.91
14.50%
Add 36.38%
32,417
8,647
V 		Visa Inc2024-09-30Add
+0.35%
●
253.74 ($270.36) 291.56
$309.85
14.61%
Add 79.44%
12,864
5,695
OXY 		Occidental Petroleum Corp2024-09-30Add
+0.30%
●
49.91 ($57.06) 63.73
$50.29
-11.86%
Add 32.45%
105,823
25,927
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.28%
●
25.67 ($27.24) 28.35
$28.91
6.13%
Add 199.62%
65,460
14,537
BRK.B 		Berkshire Hathaway Inc2024-09-30Reduce
-0.24%
●
405.19 ($442.18) 478.57
$466.29
5.45%
Reduce -1.79%
135,107
-2,467
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+0.18%
●
23.16 ($25.16) 26.42
$27.79
10.45%
Add 300.83%
40,460
7,592

Cutter & CO Brokerage, Inc. Total Holding History ($B)

To

Cutter & CO Brokerage, Inc.'s Asset Allocation

To

Cutter & CO Brokerage, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cutter & CO Brokerage, Inc.'s Hypothetical Growth since 2024-09-30

Cutter & CO Brokerage, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Cutter & CO Brokerage, Inc.'s Holdings Heat Map

Size field:

Cutter & CO Brokerage, Inc.'s Holdings Bubble Chart

Cutter & CO Brokerage, Inc. News

  • 1

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