Bromfield Sneider Wealth Advisors current holdings: USA Stocks
Bromfield Sneider Wealth Advisors reported $0.00 billion in share positions in stocks (listed in the US), 37 positions, in its Form 13F for the quarter ended 2024-03-31; the largest are MSFT, EMR, PG.
- MSFT: Country of operation United States; Class COM; Shares 1,005; Value $422,824.
- EMR: Country of operation United States; Class COM; Shares 840; Value $95,273.
- PG: Country of operation United States; Class COM; Shares 515; Value $83,559.
- JNJ: Country of operation United States; Class COM; Shares 471; Value $74,485.
Form 13F-HR as filed (SEC CIK 1891795): quarter ended 2024-03-31, filed 2024-04-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
MSFT
MICROSOFT CORP | United States | COM | 1,005 | $422,824 | 22.53% | 2024-03-31 | 2024-04-10 | +20.97% |
|---|
EMR
EMERSON ELEC CO | United States | COM | 840 | $95,273 | 5.08% | 2024-03-31 | 2024-04-10 | +38.64% |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 515 | $83,559 | 4.45% | 2024-03-31 | 2024-04-10 | -8.59% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 471 | $74,485 | 3.97% | 2024-03-31 | 2024-04-10 | +69.14% |
|---|
MCD
MCDONALDS CORP | United States | COM | 240 | $67,668 | 3.61% | 2024-03-31 | 2024-04-10 | -17.01% |
|---|
APD
AIR PRODS & CHEMS INC | United States | COM | 265 | $64,202 | 3.42% | 2024-03-31 | 2024-04-10 | +15.24% |
|---|
LLY
ELI LILLY & CO | United States | COM | 80 | $62,237 | 3.32% | 2024-03-31 | 2024-04-10 | +52.27% |
|---|
WTRG
ESSENTIAL UTILS INC | United States | COM | 1,657 | $61,404 | 3.27% | 2024-03-31 | 2024-04-10 | +5.88% |
|---|
RTX
RTX CORPORATION | United States | COM | 614 | $59,883 | 3.19% | 2024-03-31 | 2024-04-10 | +91.67% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 508 | $59,050 | 3.15% | 2024-03-31 | 2024-04-10 | |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 290 | $58,087 | 3.09% | 2024-03-31 | 2024-04-10 | +67.24% |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 120 | $50,123 | 2.67% | 2024-03-31 | 2024-04-10 | +119.36% |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 181 | $45,203 | 2.41% | 2024-03-31 | 2024-04-10 | +4.83% |
|---|
AMGN
AMGEN INC | United States | COM | 145 | $41,226 | 2.20% | 2024-03-31 | 2024-04-10 | +49.00% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 83 | $41,060 | 2.19% | 2024-03-31 | 2024-04-10 | -24.21% |
|---|
SNA
SNAP ON INC | United States | COM | 135 | $39,990 | 2.13% | 2024-03-31 | 2024-04-10 | +23.92% |
|---|
CSCO
CISCO SYS INC | United States | COM | 800 | $39,928 | 2.13% | 2024-03-31 | 2024-04-10 | +114.27% |
|---|
BIP
BROOKFIELD INFRAST PARTNERS | | LP INT UNIT | 1,234 | $38,513 | 2.05% | 2024-03-31 | 2024-04-10 | |
|---|
BNY
BANK NEW YORK MELLON CORP | United States | COM | 666 | $38,375 | 2.04% | 2024-03-31 | 2024-04-10 | +155.09% |
|---|
GPC
GENUINE PARTS CO | United States | COM | 246 | $38,113 | 2.03% | 2024-03-31 | 2024-04-10 | -18.06% |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 235 | $37,069 | 1.98% | 2024-03-31 | 2024-04-10 | +29.57% |
|---|
MRK
MERCK & CO INC | United States | COM | 280 | $36,946 | 1.97% | 2024-03-31 | 2024-04-10 | +13.13% |
|---|
PEP
PEPSICO INC | United States | COM | 207 | $36,227 | 1.93% | 2024-03-31 | 2024-04-10 | -26.47% |
|---|
PM
PHILIP MORRIS INTL INC | United States | COM | 394 | $36,098 | 1.92% | 2024-03-31 | 2024-04-10 | +111.64% |
|---|
MMM
3M CO | United States | COM | 313 | $33,200 | 1.77% | 2024-03-31 | 2024-04-10 | +89.98% |
|---|
PEG
PUBLIC SVC ENTERPRISE GRP IN | United States | COM | 388 | $25,911 | 1.38% | 2024-03-31 | 2024-04-10 | +1.35% |
|---|
PFE
PFIZER INC | United States | COM | 895 | $24,836 | 1.32% | 2024-03-31 | 2024-04-10 | +3.50% |
|---|
BAC
BANK AMERICA CORP | United States | COM | 626 | $23,738 | 1.26% | 2024-03-31 | 2024-04-10 | +44.94% |
|---|
MDLZ
MONDELEZ INTL INC | United States | CL A | 331 | $23,170 | 1.23% | 2024-03-31 | 2024-04-10 | -15.26% |
|---|
MO
ALTRIA GROUP INC | United States | COM | 519 | $22,639 | 1.21% | 2024-03-31 | 2024-04-10 | +57.54% |
|---|
PNC
PNC FINL SVCS GROUP INC | United States | COM | 123 | $19,877 | 1.06% | 2024-03-31 | 2024-04-10 | +37.16% |
|---|
KMB
KIMBERLY-CLARK CORP | United States | COM | 121 | $15,651 | 0.83% | 2024-03-31 | 2024-04-10 | -23.47% |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 278 | $15,076 | 0.80% | 2024-03-31 | 2024-04-10 | +15.91% |
|---|
LBRDK
LIBERTY BROADBAND CORP | United States | COM SER C | 250 | $14,308 | 0.76% | 2024-03-31 | 2024-04-10 | |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 72 | $13,749 | 0.73% | 2024-03-31 | 2024-04-10 | +15.20% |
|---|
HSY
HERSHEY CO | United States | COM | 60 | $11,670 | 0.62% | 2024-03-31 | 2024-04-10 | -17.01% |
|---|
LLYVKXXXX
LIBERTY MEDIA CORP DEL | United States | COM LBTY LIV S C | 125 | $5,478 | 0.29% | 2024-03-31 | 2024-04-10 | |
|---|
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