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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
+7.39%
+29.93%
999724.216
Insurance
NVO 		Novo Nordisk AS
281,795
33553.290
-0.84%
7.590
-0.08%
0.010
-16.05%
+4.77%
477016.416
Drug Manufacturers
EPD 		Enterprise Products Partners LP
659,484
19197.600
+2.68%
4.340
+0.11%
0.030
+5.61%
+24.17%
66020.576
Oil & Gas
CP 		Canadian Pacific Kansas City Ltd
208,021
17794.100
-1.45%
4.020
-0.06%
0.020
-0.81%
-1.37%
72711.671
Transportation
GOOG 		Alphabet Inc
105,532
17643.850
-1.55%
3.990
-0.07%
0.000
+9.92%
+27.94%
2191538.690
Interactive Media
HEI 		Heico Corp
59,956
15677.480
-1.45%
3.550
-0.05%
0.040
+11.02%
+45.21%
31206.315
Aerospace & Defense
LIN 		Linde PLC
32,641
15565.130
-2.14%
3.520
-0.08%
0.010
+2.97%
+12.90%
218785.033
Chemicals
REGN 		Regeneron Pharmaceuticals Inc
7,665
8057.750
-1.43%
1.820
-0.03%
0.010
-25.59%
-5.68%
91034.685
Biotechnology
AAPL 		Apple Inc
33,669
7844.740
-5.96%
1.770
-0.11%
0.000
+6.64%
+18.46%
3430687.188
Hardware
ET 		Energy Transfer LP
474,050
7608.510
+8.56%
1.720
+0.14%
0.010
+10.65%
+35.89%
59233.756
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
$26.55
8.32%
Add 811.66%
226,456
201,616
TDG 		TransDigm Group Inc2024-09-30New Buy
+1.13%
●
1202.03 ($1300.33) 1427.13
$1,350.98
3.90%
New holding
3,491
3,491
IWM 		iShares Russell 2000 ETF2024-09-30New Buy
+0.57%
●
200.87 ($213.99) 224.6
$238.11
11.27%
New holding
11,371
11,371
WMB 		Williams Companies Inc2024-09-30Sold Out
-0.40%
●
41.24 ($43.96) 46.22
$56.31
28.09%
Sold Out
0
-38,587
AMZN 		Amazon.com Inc2024-09-30Add
+0.37%
●
161.02 ($182.46) 200
$208.18
14.10%
Add 36.38%
32,417
8,647
V 		Visa Inc2024-09-30Add
+0.35%
●
253.74 ($270.36) 291.56
$307.87
13.87%
Add 79.44%
12,864
5,695
OXY 		Occidental Petroleum Corp2024-09-30Add
+0.30%
●
49.91 ($57.06) 63.73
$50.53
-11.44%
Add 32.45%
105,823
25,927
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.28%
●
25.67 ($27.24) 28.35
$29.08
6.75%
Add 199.62%
65,460
14,537
BRK.B 		Berkshire Hathaway Inc2024-09-30Reduce
-0.24%
●
405.19 ($442.18) 478.57
$463.41
4.80%
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
$27.75
10.29%
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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