PC

PEDDOCK CAPITAL ADVISORS, LLC

13F
PEDDOCK CAPITAL ADVISORS, LLC
Last update 2024-10-08 161 Stocks (9 new)
Value $416.00 Mil Turnover 3 %
Countries:
Top Holdings: NVDA(12.68%)XOM(7.54%)AAPL(6.10%)IVV(4.97%)AGG(3.93%)
Portfolio Report
Summary Stock Picks Current Portfolio
PEDDOCK CAPITAL ADVISORS, LLC 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
NVDA 		NVIDIA Corp
434,121
52719.720
-1.12%
12.680
-0.16%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
XOM 		Exxon Mobil Corp
267,514
31357.990
-0.01%
7.540
0%
0.010
+4.49%
+22.04%
522840.446
Oil & Gas
AAPL 		Apple Inc
108,869
25366.360
-0.60%
6.100
-0.04%
0.000
+6.90%
+16.50%
3377630.649
Hardware
IVV 		iShares Core S&P 500 ETF
35,844
20675.740
+5.03%
4.970
+0.24%
0.000
+11.40%
+21.33%
545905.122
 
AGG 		iShares Core U.S. Aggregate Bond ETF
161,500
16355.110
+0.58%
3.930
+0.02%
0.010
-1.89%
-0.90%
118578.481
 
MDY 		S&P MidCap 400 ETF
19,072
10864.640
+7.62%
2.610
+0.18%
0.050
+10.09%
+13.66%
23451.849
 
VB 		Vanguard Small Cap ETF
41,953
9951.750
+7.44%
2.390
+0.17%
0.020
+12.14%
+12.90%
59967.783
 
SPY 		S&P 500 ETF TRUST ETF
15,995
9177.260
+14.19%
2.210
+0.27%
0.000
+11.47%
+21.33%
596470.496
 
CVX 		Chevron Corp
61,525
9060.840
+0.55%
2.180
+0.01%
0.000
+7.24%
+6.20%
273530.030
Oil & Gas
RSP 		Invesco S&P 500 Equal Weight ETF
47,753
8555.420
+1.46%
2.060
+0.03%
0.010
+9.73%
+13.23%
66718.951
 

PEDDOCK CAPITAL ADVISORS, LLC's Historical Top Holdings Breakdowns

PEDDOCK CAPITAL ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.27%
●
517.38 ($552.93) 573.76
$576.65
4.29%
Add 14.19%
15,995
1,988
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.24%
●
520.18 ($556.01) 576.82
$579.45
4.22%
Add 5.03%
35,844
1,716
MDY 		S&P MidCap 400 ETF2024-09-30Add
+0.18%
●
523.84 ($550.93) 572.06
$576.69
4.68%
Add 7.62%
19,072
1,350
VB 		Vanguard Small Cap ETF2024-09-30Add
+0.17%
●
214.77 ($227.22) 237.72
$240.84
5.99%
Add 7.44%
41,953
2,905
NVDA 		NVIDIA Corp2024-09-30Reduce
-0.16%
●
98.91 ($118.12) 134.91
$139.91
18.45%
Reduce -1.12%
434,121
-4,925
MTUM 		iShares MSCI USA Momentum Factor ETF2024-09-30Add
+0.14%
●
175.46 ($193.66) 203.3
$204.74
5.72%
Add 25.61%
14,563
2,969
ICF 		iShares Cohen & Steers REIT ETF2024-09-30Add
+0.13%
●
56.77 ($62.47) 67.33
$64.49
3.23%
Add 40.25%
28,090
8,061
VLUE 		iShares MSCI USA Value Factor ETF2024-09-30Add
+0.12%
●
99.14 ($105.55) 109.15
$109.04
3.31%
Add 22.56%
24,795
4,564
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-09-30Add
+0.10%
●
76.94 ($78.48) 79.54
$78.25
-0.29%
Add 6.44%
90,479
5,475
XLK 		Technology Select Sector SPDR ETF2024-09-30Add
+0.08%
●
197.34 ($219.54) 237.68
$226.89
3.35%
Add 12.74%
13,702
1,548

PEDDOCK CAPITAL ADVISORS, LLC Total Holding History ($B)

To

PEDDOCK CAPITAL ADVISORS, LLC's Asset Allocation

To

PEDDOCK CAPITAL ADVISORS, LLC Past Portfolios

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

Top Ranked Articles

  • 1

PEDDOCK CAPITAL ADVISORS, LLC's Hypothetical Growth since 2024-09-30

PEDDOCK CAPITAL ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

PEDDOCK CAPITAL ADVISORS, LLC's Holdings Heat Map

Size field:

PEDDOCK CAPITAL ADVISORS, LLC's Holdings Bubble Chart

PEDDOCK CAPITAL ADVISORS, LLC News

  • 1

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