The Analysis of Slocum, Gordon & Co LLP's Holdings
Currently, Slocum, Gordon & Co LLP holds 56 types of securities in its portfolio with a total value $125.4M. In the most recent quarter, they have increased their positions in COP (+26.2K shares, valued at $2.5M), LMT (+3.4K shares, valued at $1.7M), EWA (+58.5K shares, valued at $1.6M); decreased their positions in WMB (-22.3K shares, valued at $1.4M), WY (-10.1K shares, valued at $249.7K), CL (-1.1K shares, valued at $83.9K); initiated new positions in COP (+26.2K shares, valued at $2.5M), LQD (+10.9K shares, valued at $1.2M), KMI (+32.5K shares, valued at $920.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NEE NEXTERA ENERGY INC108.9K shares0.63%2025-09-302025-10-17
JNJ JOHNSON & JOHNSON43.8K shares-0.20%2025-09-302025-10-17 MRK MERCK & CO INC95.0K shares1.06%2025-09-302025-10-17 XOM EXXON MOBIL CORP70.2K shares1.41%2025-09-302025-10-17 PG PROCTER AND GAMBLE CO50.5K shares1.66%2025-09-302025-10-17 AEP AMERICAN ELEC PWR CO INC67.3K shares-0.19%2025-09-302025-10-17 PPL PPL CORP160.6K shares-0.62%2025-09-302025-10-17 VZ VERIZON COMMUNICATIONS INC127.2K shares-0.16%2025-09-302025-10-17 ABBV ABBVIE INC21.1K shares-0.17%2025-09-302025-10-17 UL UNILEVER PLC74.5K shares-0.09%2025-09-302025-10-17 DUK DUKE ENERGY CORP NEW30.1K shares-0.25%2025-09-302025-10-17 JPM JPMORGAN CHASE & CO.11.7K shares2.68%2025-09-302025-10-17 T AT&T INC107.8K shares-0.19%2025-09-302025-10-17 EWA ISHARES INC107.4K shares119.75%2025-09-302025-10-17 GE GE AEROSPACE9.4K shares-0.34%2025-09-302025-10-17 PFE PFIZER INC102.3K shares-0.44%2025-09-302025-10-17 WMB WILLIAMS COS INC39.4K shares-36.14%2025-09-302025-10-17 COP CONOCOPHILLIPS26.2K sharesnew addition2025-09-302025-10-17 WY WEYERHAEUSER CO MTN BE93.4K shares-9.73%2025-09-302025-10-17 IBM INTERNATIONAL BUSINESS MACHS7.5K shares0.00%2025-09-302025-10-17 MSFT MICROSOFT CORP3.4K shares6.17%2025-09-302025-10-17 AAPL APPLE INC6.9K shares7.75%2025-09-302025-10-17 LMT LOCKHEED MARTIN CORP3.5K shares2651.97%2025-09-302025-10-17 IRT INDEPENDENCE RLTY TR INC106.1K shares-0.14%2025-09-302025-10-17 CL COLGATE PALMOLIVE CO20.9K shares-4.78%2025-09-302025-10-17 OXY OCCIDENTAL PETE CORP34.2K shares-0.09%2025-09-302025-10-17 GEV GE VERNOVA INC2.3K shares-0.34%2025-09-302025-10-17 EWJ ISHARES INC16.8K shares0.05%2025-09-302025-10-17 LQD ISHARES TR10.9K sharesnew addition2025-09-302025-10-17 CAT CATERPILLAR INC2.5K shares0.00%2025-09-302025-10-17 PRGO PERRIGO CO PLC53.3K shares1.14%2025-09-302025-10-17 WMT WALMART INC10.9K shares0.00%2025-09-302025-10-17 UNP UNION PAC CORP4.6K shares0.00%2025-09-302025-10-17 KMI KINDER MORGAN INC DEL32.5K sharesnew addition2025-09-302025-10-17 DD DUPONT DE NEMOURS INC11.3K shares0.00%2025-09-302025-10-17 TIP ISHARES TR7.4K shares0.00%2025-09-302025-10-17 HD HOME DEPOT INC1.8K shares0.00%2025-09-302025-10-17 AMZN AMAZON COM INC2.8K shares21.74%2025-09-302025-10-17 BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares0.09%2025-09-302025-10-17 TKR TIMKEN CO7.6K shares2.45%2025-09-302025-10-17 ABT ABBOTT LABS4.3K shares0.00%2025-09-302025-10-17 MMM 3M CO3.6K shares-0.94%2025-09-302025-10-17 TRV TRAVELERS COMPANIES INC1.2K shares0.00%2025-09-302025-10-17 IVV ISHARES TR474 shares0.00%2025-09-302025-10-17 PM PHILIP MORRIS INTL INC1.8K shares-4.93%2025-09-302025-10-17 ZTS ZOETIS INC1.9K shares0.00%2025-09-302025-10-17 VST VISTRA CORP1.4K shares16.67%2025-09-302025-10-17 TMO THERMO FISHER SCIENTIFIC INC549 shares0.00%2025-09-302025-10-17 DOW DOW INC10.5K shares0.00%2025-09-302025-10-17 AXP AMERICAN EXPRESS CO718 shares0.00%2025-09-302025-10-17 LECO LINCOLN ELEC HLDGS INC1.0K shares0.00%2025-09-302025-10-17 RVTY REVVITY INC2.7K shares0.00%2025-09-302025-10-17 CVX CHEVRON CORP NEW1.5K shares0.00%2025-09-302025-10-17 BBT BEACON FINANCIAL CORP.9.7K sharesnew addition2025-09-302025-10-17 ECL ECOLAB INC812 shares-1.58%2025-09-302025-10-17 GLD SPDR GOLD TR618 shares7.85%2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available