The Analysis of Ted Buchan & Co's Holdings
Currently, Ted Buchan & Co holds 83 types of securities in its portfolio with a total value $255.3M. In the most recent quarter, they have increased their positions in UTES (+117.1K shares, valued at $9.8M), EFA (+98.6K shares, valued at $9.2M), VTI (+5.6K shares, valued at $1.9M); decreased their positions in XBI (-90.6K shares, valued at $9.1M), SCHD (-270.3K shares, valued at $7.4M), COWZ (-36.3K shares, valued at $2.1M); initiated new positions in UTES (+117.1K shares, valued at $9.8M), VTI (+5.6K shares, valued at $1.9M), NVO (+27.5K shares, valued at $1.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AGG ISHARES TR210.8K shares4.99%2025-09-302025-11-12
EFA ISHARES TR158.3K shares164.95%2025-09-302025-11-12 IVV ISHARES TR20.4K shares0.28%2025-09-302025-11-12 PRF INVESCO EXCHANGE TRADED FD T301.1K shares-10.04%2025-09-302025-11-12 TIP ISHARES TR107.2K shares1.62%2025-09-302025-11-12 SHY ISHARES TR141.8K shares3.57%2025-09-302025-11-12 VUG VANGUARD INDEX FDS20.9K shares-11.99%2025-09-302025-11-12 UTES ETFIS SER TR I117.1K sharesnew addition2025-09-302025-11-12 VNQ VANGUARD INDEX FDS96.2K shares-4.49%2025-09-302025-11-12 NVDA NVIDIA CORPORATION47.1K shares-2.46%2025-09-302025-11-12 COWZ PACER FDS TR138.8K shares-20.74%2025-09-302025-11-12 XLE SELECT SECTOR SPDR TR82.0K shares-3.48%2025-09-302025-11-12 KMLM KRANESHARES TRUST258.6K shares-2.58%2025-09-302025-11-12 XME SPDR SERIES TRUST72.8K shares-19.54%2025-09-302025-11-12 NOBL PROSHARES TR64.0K shares-13.57%2025-09-302025-11-12 AMZN AMAZON COM INC20.3K shares1.09%2025-09-302025-11-12 AVGO BROADCOM INC12.8K shares-4.01%2025-09-302025-11-12 RUNN STRATEGIC TRUST122.7K shares-11.83%2025-09-302025-11-12 MSFT MICROSOFT CORP7.5K shares-2.23%2025-09-302025-11-12 ASML ASML HOLDING N V3.7K shares-26.67%2025-09-302025-11-12 INTU INTUIT5.2K shares20.29%2025-09-302025-11-12 GOOG ALPHABET INC14.0K shares-17.22%2025-09-302025-11-12 PGR PROGRESSIVE CORP13.1K shares7.02%2025-09-302025-11-12 PBR PETROLEO BRASILEIRO SA PETRO255.3K shares4.52%2025-09-302025-11-12 ENB ENBRIDGE INC60.9K shares-2.72%2025-09-302025-11-12 LLY ELI LILLY & CO3.9K shares5.23%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC8.6K shares16.29%2025-09-302025-11-12 MELI MERCADOLIBRE INC1.1K shares16.67%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW2.7K shares-1.22%2025-09-302025-11-12 SHOP SHOPIFY INC14.1K shares0.83%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD7.0K shares-3.41%2025-09-302025-11-12 NFLX NETFLIX INC1.6K shares-5.30%2025-09-302025-11-12 RCL ROYAL CARIBBEAN GROUP5.9K shares5.07%2025-09-302025-11-12 VTI VANGUARD INDEX FDS5.6K sharesnew addition2025-09-302025-11-12 BKNG BOOKING HOLDINGS INC300 shares3.45%2025-09-302025-11-12 HSBC HSBC HLDGS PLC22.2K shares3.97%2025-09-302025-11-12 PNC PNC FINL SVCS GROUP INC7.6K shares-9.22%2025-09-302025-11-12 NVO NOVO-NORDISK A S27.5K sharesnew addition2025-09-302025-11-12 VTV VANGUARD INDEX FDS8.2K shares-10.99%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC15.5K shares21.22%2025-09-302025-11-12 TFC TRUIST FINL CORP31.5K shares13.01%2025-09-302025-11-12 CNQ CANADIAN NAT RES LTD43.6K shares6.21%2025-09-302025-11-12 UPS UNITED PARCEL SERVICE INC16.3K shares26.47%2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO29.6K shares8.76%2025-09-302025-11-12 PFE PFIZER INC51.5K shares9.15%2025-09-302025-11-12 BTI BRITISH AMERN TOB PLC24.4K shares-1.68%2025-09-302025-11-12 BND VANGUARD BD INDEX FDS16.7K shares-3.83%2025-09-302025-11-12 PEP PEPSICO INC8.8K shares18.20%2025-09-302025-11-12 MO ALTRIA GROUP INC17.8K shares6.89%2025-09-302025-11-12 CRM SALESFORCE INC4.9K shares0.54%2025-09-302025-11-12 DGRW WISDOMTREE TR12.7K shares10.89%2025-09-302025-11-12 TCHP T ROWE PRICE ETF INC22.3K shares-26.86%2025-09-302025-11-12 VV VANGUARD INDEX FDS3.5K shares-22.22%2025-09-302025-11-12 NOW SERVICENOW INC1.1K shares39.22%2025-09-302025-11-12 SBUX STARBUCKS CORP10.7K shares3.40%2025-09-302025-11-12 TSLA TESLA INC1.7K shares-1.87%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR25.6K shares-91.34%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR1.0K shares-27.02%2025-09-302025-11-12 ORCL ORACLE CORP2.1K shares-23.00%2025-09-302025-11-12 PH PARKER-HANNIFIN CORP685 shares0.00%2025-09-302025-11-12 AAPL APPLE INC1.7K shares-51.32%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T2.1K shares-58.36%2025-09-302025-11-12 GBIL GOLDMAN SACHS ETF TR4.0K sharesnew addition2025-09-302025-11-12 PULS PGIM ETF TR7.8K sharesnew addition2025-09-302025-11-12 SCHG SCHWAB STRATEGIC TR12.0K shares0.00%2025-09-302025-11-12 MA MASTERCARD INCORPORATED658 shares0.00%2025-09-302025-11-12 ABBV ABBVIE INC1.6K shares0.82%2025-09-302025-11-12 TCAF T ROWE PRICE ETF INC9.7K shares-3.47%2025-09-302025-11-12 SHW SHERWIN WILLIAMS CO895 shares0.00%2025-09-302025-11-12 CARR CARRIER GLOBAL CORPORATION5.1K shares0.00%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING IN990 shares0.00%2025-09-302025-11-12 TJX TJX COS INC NEW2.0K shares0.05%2025-09-302025-11-12 ROP ROPER TECHNOLOGIES INC577 shares0.00%2025-09-302025-11-12 VO VANGUARD INDEX FDS953 shares-0.10%2025-09-302025-11-12 MCO MOODYS CORP587 shares-38.53%2025-09-302025-11-12 V VISA INC786 shares0.38%2025-09-302025-11-12 NDAQ NASDAQ INC2.6K shares0.00%2025-09-302025-11-12 ACN ACCENTURE PLC IRELAND920 shares-14.02%2025-09-302025-11-12 XBI SPDR SERIES TRUST2.2K shares-97.66%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.675 sharesnew addition2025-09-302025-11-12 QQQ INVESCO QQQ TR342 shares-75.64%2025-09-302025-11-12 STIP ISHARES TR2.0K shares-64.92%2025-09-302025-11-12 XLRE SELECT SECTOR SPDR TR4.8K shares-27.35%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available