HALL LAURIE J TRUSTEE at 2023-03-31

Filling information for HALL LAURIE J TRUSTEE as Treemap, investor disclosed 263 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount Amount previous period Change in %
88579Y101 88579Y101 3M COMPANY COM 2720 25873 0 100
831865209 831865209 A O SMITH CORP COM 9 136 0 100
00206R102 00206R102 A T & T INC COM 1423 73879 0 100
002824100 002824100 ABBOTT LABS COM 6110 60339 0 100
00287Y109 00287Y109 ABBVIE INC COM 2995 18790 0 100
G1151C101 G1151C101 ACCENTURE PLC IRELAND SHS CLASS A 259 905 0 100
00724F101 00724F101 ADOBE SYSTEMS INC COM 13 33 0 100
00751Y106 00751Y106 ADVANCED AUTO PARTS INC COM 17 140 0 100
007903107 007903107 ADVANCED MICRO DEVICES INC COM 4325 44134 0 100
00827B106 00827B106 AFFIRM HOLDINGS INC COM CL A 1 50 0 100
009158106 009158106 AIR PRODUCTS & CHEMICAL INC COM 2277 7925 0 100
011659109 011659109 ALASKA AIR GROUP COM 23 550 0 100
H01301128 H01301128 ALCON AG CORP ORD SHS 3 40 0 100
01609W102 01609W102 ALIBABA GROUP HOLDINGS SPONSORED ADS 10 100 0 100
G0176J109 G0176J109 ALLEGION PLC ORD SHS 43 400 0 100
020002101 020002101 ALLSTATE CORP COM 75 680 0 100
02043Q107 02043Q107 ALNYLAM PHARMA COM 651 3250 0 100
02079K305 02079K305 ALPHABET INC CL A 887 8550 0 100
02079K107 02079K107 ALPHABET INC CL C 4932 47420 0 100
023135106 023135106 AMAZON.COM INC COM 1399 13540 0 100
G037AX101 G037AX101 AMBARELLA INC SHS SHS 26 330 0 100
025816109 025816109 AMERICAN EXPRESS CO COM 239 1449 0 100
029899101 029899101 AMERICAN STATES WATER COMPANY COM 5 53 0 100
03027X100 03027X100 AMERICAN TOWER REIT COM 87 425 0 100
031162100 031162100 AMGEN INC COM 1747 7225 0 100
032095101 032095101 AMPHENOL CORP CL A 3376 41312 0 100
032654105 032654105 ANALOG DEVICES INC COM 5147 26095 0 100
03662Q105 03662Q105 ANSYS INC COM 131 395 0 100
037833100 037833100 APPLE COMPUTER INC COM 9905 60073 0 100
038222105 038222105 APPLIED MATERIALS INC COM 4610 37528 0 100
038336103 038336103 APTAR GROUP INC COM 2881 24365 0 100
G0450A105 G0450A105 ARCH CAPITAL GROUP LTD ORD 246 3631 0 100
039483102 039483102 ARCHER-DANIELS-MIDLAND COMPANY COM 40 500 0 100
052800109 052800109 AUTOLIV COM 30 330 0 100
053015103 053015103 AUTOMATIC DATA PROCESSING COM 3622 16270 0 100
053332102 053332102 AUTOZONE INC COM 108 44 0 100
056525108 056525108 BADGER METER INC COM 3 24 0 100
056752108 056752108 BAIDU INC SPON ADR REP A 56 370 0 100
060505104 060505104 BANK OF AMERICA CORP NEW COM 227 7957 0 100
064058100 064058100 BANK OF NEW YORK MELLON CORP COM 180 3970 0 100
064149107 064149107 BANK OF NOVA SCOTIA COM 31 600 0 100
071813109 071813109 BAXTER INTERNATIONAL INC COM 103 2550 0 100
075887109 075887109 BECTON DICKINSON & CO COM 2496 10082 0 100
084670702 084670702 BERKSHIRE HATHAWAY INC CL B NEW 1222 3954 0 100
09247X101 09247X101 BLACKROCK INC COM 25 38 0 100
852234103 852234103 BLOCK INC CL A 2 27 0 100
101121101 101121101 BOSTON PPTYS INC COM 11 200 0 100
110122108 110122108 BRISTOL MYERS SQUIBB CO COM 330 4760 0 100
11133T103 11133T103 BROADRIDGE FINANCIAL SOLUTIONS INC COM 154 1050 0 100
11284V105 11284V105 BROOKFIELD RENEWABLE CORP CL A CL A 37 1060 0 100
G16258108 G16258108 BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 71 2250 0 100
130788102 130788102 CALIFORNIA WATER SERVICE GROUP COM 2 37 0 100
136375102 136375102 CANADIAN NATIONAL RAILWAY CO COM 3225 27334 0 100
143658300 143658300 CARNIVAL CORPORATION COM 4 400 0 100
14448C104 14448C104 CARRIER GLOBAL CORP COM 4540 99220 0 100
14575E105 14575E105 CARS.COM INC COM 6 316 0 100
149123101 149123101 CATERPILLAR INC COM 305 1330 0 100
150185106 150185106 CEDAR FAIR LP DEPOSITRY UNIT 64 1400 0 100
150870103 150870103 CELANESE CORPORATION COM 22 200 0 100
16119P108 16119P108 CHARTER COMMUNICATIONS INC CL A NEW CL A 1026 2870 0 100
166764100 166764100 CHEVRON CORP (NEW) COM 168 1029 0 100
171340102 171340102 CHURCH & DWIGHT CO INC COM 531 6000 0 100
125523100 125523100 CIGNA GROUP COM 3475 13598 0 100
172908105 172908105 CINTAS CORP COM 722 1560 0 100
17275R102 17275R102 CISCO SYSTEMS INC COM COM 410 7845 0 100
172967424 172967424 CITIGROUP INC COM 27 570 0 100
18915M107 18915M107 CLOUDFLARE INC CL A COM 3 50 0 100
N20944109 N20944109 CNH INDUSTRIAL NV SHS 138 9060 0 100
191216100 191216100 COCA COLA CO COM 264 4250 0 100
192446102 192446102 COGNIZANT TECHNOLOGY SOLUTIONS CORP COM 10 170 0 100
194162103 194162103 COLGATE PALMOLIVE CO COM 334 4450 0 100
20030N101 20030N101 COMCAST CORPORATION CL A CL A COM 57 1510 0 100
21036P108 21036P108 CONSTELLATION BRANDS INC COM 68 300 0 100
219350105 219350105 CORNING INC COM 126 3605 0 100
22052L104 22052L104 CORTEVA INC COM 31 516 0 100
22160K105 22160K105 COSTCO WHSL CORP NEW COM 188 378 0 100
22266T109 22266T109 COUPANG INC COM 1 50 0 100
231021106 231021106 CUMMINS INC COM 33 140 0 100
126650100 126650100 CVS HEALTH CORPORATION COM 4443 59793 0 100
235851102 235851102 DANAHER CORP COM 4815 19104 0 100
244199105 244199105 DEERE & CO COM 41 100 0 100
25179M103 25179M103 DEVON ENERGY CORP COM 38 760 0 100
25243Q205 25243Q205 DIAGEO PLC SPON ADR NEW 108 597 0 100
253868103 253868103 DIGITAL REALTY TRUST COM 4 36 0 100
254687106 254687106 DISNEY WALT CO COM 3514 35095 0 100
25746U109 25746U109 DOMINION ENERGY INC COM 136 2425 0 100
260557103 260557103 DOW INC COM 35 644 0 100
26614N102 26614N102 DUPONT DE NEMOURS INC CORP COM 76 1070 0 100
23355L106 23355L106 DXC TECHNOLOGY COM 1 21 0 100
27627N105 27627N105 EASTERN BANKSHARES INC COM 109 8620 0 100
G29183103 G29183103 EATON CORP PLC SHS 41 242 0 100
278865100 278865100 ECOLAB INC COM 388 2346 0 100
28176E108 28176E108 EDWARDS LIFESCIENCES CORP COM 383 4635 0 100
29082K105 29082K105 EMBECTA CORP COM 0 24 0 100
291011104 291011104 EMERSON ELEC CO COM 1403 16100 0 100
29273V100 29273V100 ENERGY TRANSFER COM UT LTD PTN 149 12004 0 100
29355A107 29355A107 ENPHASE ENERGY INC COM 77 365 0 100
29364G103 29364G103 ENTERGY CORP COM 54 500 0 100
293792107 293792107 ENTERPRISE PRODUCT PARTNERS COM 83 3200 0 100
29786A106 29786A106 ETSY INC COM 0 4 0 100
30040W108 30040W108 EVERSOURCE ENERGY COM 21 270 0 100
30231G102 30231G102 EXXON MOBIL CORP COM 1213 11057 0 100
303075105 303075105 FACTSET RESEARCH SYSTEMS COM 256 616 0 100
31188V100 31188V100 FASTLY INC COM 1 50 0 100
31428X106 31428X106 FEDEX CORP COM 9 41 0 100
316200104 316200104 FIDELITY GROWTH COMPANY COM 180 6867 0 100
337738108 337738108 FISERV INC COM 2251 19915 0 100
35671D857 35671D857 FREEPORT MCMORAN INC COM 52 1280 0 100
36266G107 36266G107 GE HEALTHCARE TECHNOLOGIES INC CORP COM 207 2519 0 100
369604301 369604301 GENERAL ELECTRIC CO COM 723 7563 0 100
371901109 371901109 GENTEX CORP COM 702 25060 0 100
375558103 375558103 GILEAD SCIENCES INC COM 24 290 0 100
384802104 384802104 GRAINGER WW INC COM 494 715 0 100
37733W204 37733W204 GSK PLC ADR REP 2 CORP COM 50 1421 0 100
40131M109 40131M109 GUARDANT HEALTH INC COM 7 300 0 100
405552100 405552100 HALEON PLC SPON ADS 2 250 0 100
41068X100 41068X100 HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL INC COM 17 593 0 100
42824C109 42824C109 HEWLETT PACKARD ENTERPRISE INC COM 85 5300 0 100
436440101 436440101 HOLOGIC INC COM 60 750 0 100
437076102 437076102 HOME DEPOT INC COM 479 1620 0 100
438516106 438516106 HONEYWELL INTL INC COM 143 750 0 100
40434L105 40434L105 HP INC COM 48 1650 0 100
45167R104 45167R104 IDEX CORP COM 10 45 0 100
45168D104 45168D104 IDEXX LABS INC COM 255 509 0 100
452308109 452308109 ILLINOIS TOOL WKS INC COM 238 975 0 100
452327109 452327109 ILLUMINA INC COM 775 3330 0 100
45687V106 45687V106 INGERSOLL RAND INC CORP COM 62 1058 0 100
458140100 458140100 INTEL CORP COM 788 24096 0 100
459200101 459200101 INTERNATIONAL BUSINESS MACHINES COM 2408 18368 0 100
459506101 459506101 INTERNATIONAL FLAVORS & FRAGRANCES COM 78 851 0 100
461202103 461202103 INTUIT INC COM 190 426 0 100
46120E602 46120E602 INTUITIVE SURGICAL INC COM 300 1175 0 100
46266C105 46266C105 IQVIA HOLDINGS INC COM 107 540 0 100
464287200 464287200 ISHARES CORE S&P 500 (MKT) CORE S&P500 ETF 553 1346 0 100
464287804 464287804 ISHARES CORP SP SMALL CAP CORE S&P SCP ETF 22 225 0 100
46434G863 46434G863 ISHARES ESG AWARE MSCI EM ESG AWR MSCI EM 63 2000 0 100
464287176 464287176 ISHARES LEHMAN TREAS TIPS BD ETF 132 1200 0 100
464288588 464288588 ISHARES MBS MBS ETF 104 1100 0 100
464287465 464287465 ISHARES MSCI EAFE MSCI EAFE ETF 1750 24475 0 100
464288570 464288570 ISHARES MSCI KLD 400 SOCIAL MSCI KLD400 SOC 70 900 0 100
464287689 464287689 ISHARES RUS 3000 INDX RUSSELL 3000 ETF 709 3011 0 100
464287150 464287150 ISHARES TR CORE S&P TOTAL U STK MKT CORE S&P TTL STK 426 4704 0 100
478160104 478160104 JOHNSON & JOHNSON COM 5450 35161 0 100
46625H100 46625H100 JPMORGAN CHASE & CO COM 790 6065 0 100
46641Q837 46641Q837 JPMORGAN ULTRA-SHORT INCOME ULTRA SHRT INC 472 9380 0 100
50155Q100 50155Q100 KYNDRYL HOLDINGS INC CORP COM 1 101 0 100
50540R409 50540R409 LABORATORY CORP OF AMERICA HLDGS COM 222 965 0 100
518439104 518439104 LAUDER ESTEE COS INC CL A 32 130 0 100
G54950103 G54950103 LINDE PLC NEW SHS 123 347 0 100
548661107 548661107 LOWES COMPANIES INC COM 192 960 0 100
55616P104 55616P104 MACYS INC COM 8 480 0 100
56501R106 56501R106 MANULIFE FINL CORP COM 11 600 0 100
57060D108 57060D108 MARKETAXESS HOLDINGS COM 168 430 0 100
571748102 571748102 MARSH & MCLENNAN COS INC COM 368 2210 0 100
574599106 574599106 MASCO CORP COM 142 2850 0 100
57636Q104 57636Q104 MASTERCARD INCORPORATED COM 5670 15603 0 100
579780206 579780206 MCCORMICK & CO COM 268 3210 0 100
580135101 580135101 MCDONALDS CORP COM 228 815 0 100
58733R102 58733R102 MERCADOLIBRE INC COM 100 76 0 100
58933Y105 58933Y105 MERCK AND CO INC COM 3146 29575 0 100
30303M102 30303M102 META PLATFORMS INC COM 43 200 0 100
59151K108 59151K108 METHANEX CORPORATION COM 26 550 0 100
59156R108 59156R108 METLIFE INC COM 24 420 0 100
594918104 594918104 MICROSOFT CORP COM 18324 63560 0 100
60770K107 60770K107 MODERNA INC COM 17 110 0 100
609207105 609207105 MONDELEZ INTERNATIONAL INC COM 216 3100 0 100
638517102 638517102 NATIONAL WESTERN LIFE INSURANCE CO NEW COM 18 73 0 100
650111107 650111107 NEW YORK TIMES CO CL A 3055 78575 0 100
65339F101 65339F101 NEXTERA ENERGY INC COM 229 2970 0 100
654106103 654106103 NIKE INC COM 4325 35265 0 100
654902204 654902204 NOKIA CORP SPONSORED ADR 5 1000 0 100
655664100 655664100 NORDSTROM INC COM 1 70 0 100
655844108 655844108 NORFOLK SOUTHERN CORP COM 164 775 0 100
665859104 665859104 NORTHERN TRUST CORP COM 31 350 0 100
66987V109 66987V109 NOVARTIS AG SPONSORED ADR 2549 27702 0 100
670100205 670100205 NOVO-NORDISK AS ADR 19 121 0 100
67066G104 67066G104 NVIDIA CORPORATION COM 5420 19512 0 100
674599105 674599105 OCCIDENTAL PETE CORP COM 8 134 0 100
680033107 680033107 OLD NATL BANCORP IND COM 12 844 0 100
68389X105 68389X105 ORACLE CORP COM COM 118 1275 0 100
67103H107 67103H107 OREILLY AUTOMOTIVE INC COM 85 100 0 100
68622V106 68622V106 ORGANON & CO COM 47 1979 0 100
68902V107 68902V107 OTIS WORLDWIDE CORP COM 16 189 0 100
690742101 690742101 OWENS CORNING COM 115 1200 0 100
693718108 693718108 PACCAR INC COM 979 13371 0 100
697435105 697435105 PALO ALTO NETWORKS INC COM 192 960 0 100
701094104 701094104 PARKER HANNIFIN CORP COM 1019 3033 0 100
70450Y103 70450Y103 PAYPAL HOLDINGS INC COM 5 72 0 100
713448108 713448108 PEPSICO INC COM 6004 32936 0 100
717081103 717081103 PFIZER INC COM 1403 34394 0 100
693506107 693506107 PPG INDS INC COM 100 750 0 100
742718109 742718109 PROCTER & GAMBLE CO COM 8020 53933 0 100
74736K101 74736K101 QORVO INC COM 32 315 0 100
747525103 747525103 QUALCOMM INC COM 620 4860 0 100
74834L100 74834L100 QUEST DIAGNOSTICS COM COM 42 300 0 100
75513E101 75513E101 RAYTHEON TECHNOLOGIES CORP COM 75 760 0 100
75886F107 75886F107 REGENERON PHARMACEUTICALS INC COM 90 110 0 100
773903109 773903109 ROCKWELL AUTOMATION INC COM 5203 17734 0 100
776696106 776696106 ROPER TECHNOLOGIES INC COM 115 260 0 100
V7780T103 V7780T103 ROYAL CARIBBEAN CRUISES L COM 18 270 0 100
78409V104 78409V104 S & P GLOBAL INC COM 50 145 0 100
78648T100 78648T100 SAFETY INSURANCE GROUP INC COM 2 30 0 100
79466L302 79466L302 SALESFORCE INC COM 109 545 0 100
806857108 806857108 SCHLUMBERGER LTD COM 56 1130 0 100
81369Y860 81369Y860 SELECT SECTOR SPDR TR REAL ESTATE SELECT SECTOR RL EST SEL SEC 19 502 0 100
816212104 816212104 SELECTA BIOSCIENCES INC COM 73 52775 0 100
81762P102 81762P102 SERVICENOW INC COM 37 80 0 100
824348106 824348106 SHERWIN WILLIAMS COMPANY COM 97 430 0 100
83417M104 83417M104 SOLAREDGE TECHNOLOGIES INC COM 68 225 0 100
78464A359 78464A359 SPDR BLOOMBERG CONVERTIBLE SECURITIES BBG CONV SEC ETF 34 500 0 100
78462F103 78462F103 SPDR S & P 500 TR UNIT 1693 4137 0 100
85254J102 85254J102 STAG INDL INC COM 59 1750 0 100
854502101 854502101 STANLEY BLACK & DECKER INC COM 3 41 0 100
855244109 855244109 STARBUCKS CORP COM 48 460 0 100
857477103 857477103 STATE STREET CORP COM 1418 18735 0 100
863667101 863667101 STRYKER CORP COM 9023 31613 0 100
871829107 871829107 SYSCO CORP COM 2621 33942 0 100
74144T108 74144T108 T ROWE PRICE GROUP INC COM 4 33 0 100
872590104 872590104 T-MOBILE US INC COM 80 550 0 100
874039100 874039100 TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADS 36 385 0 100
87612E106 87612E106 TARGET CORP COM 40 240 0 100
H84989104 H84989104 TE CONNECTIVITY LTD SHS 13 100 0 100
87901J105 87901J105 TEGNA INC COM 16 950 0 100
882508104 882508104 TEXAS INSTRS INC COM 307 1650 0 100
883556102 883556102 THERMO FISHER SCIENTIFIC INC COM 957 1661 0 100
872540109 872540109 TJX COS INC NEW COM 2888 36856 0 100
89151E109 89151E109 TOTALENERGIES SE SPONSORED ADS 116 1960 0 100
G8994E103 G8994E103 TRANE TECHNOLOGIES PLC CORP COM 221 1200 0 100
904767704 904767704 UNILEVER PLC SPON ADR NEW 2835 54581 0 100
907818108 907818108 UNION PACIFIC CORP COM 87 435 0 100
911312106 911312106 UNITED PARCEL SVC INC CL B 282 1450 0 100
902973304 902973304 US BANCORP NEW COM 374 10360 0 100
33739H101 33739H101 US FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND FST TR GLB FD 6 260 0 100
921937827 921937827 VANGUARD BOND INDEX SHORT TRM BOND 306 4000 0 100
921943858 921943858 VANGUARD FTSE DEVELOPED MARKETS VAN FTSE DEV MKT 1637 36235 0 100
922042858 922042858 VANGUARD FTSE EMERGING MARKETS FTSE EMR MKT ETF 36 900 0 100
922042775 922042775 VANGUARD INTL EQUITY INDEX ALLWRLD EX US 354 6626 0 100
92206C409 92206C409 VANGUARD SHORT-TERM CORPORATE BD FD SHRT TRM CORP BD 172 2260 0 100
921909768 921909768 VANGUARD TOTAL INTERNATIONAL STOCK VG TL INTL STK F 1298 23514 0 100
922908769 922908769 VANGUARD TOTAL STOCK MARKET TOTAL STK MKT 6870 33662 0 100
922042742 922042742 VANGUARD TOTAL WORLD STOCK INDEX FUND TT WRLD ST ETF 249 2699 0 100
92276F100 92276F100 VENTAS INC COM 2 50 0 100
92343V104 92343V104 VERIZON COMMUNICATIONS INC COM 54 1390 0 100
92532F100 92532F100 VERTEX PHARMACEUTICALS INC COM 95 300 0 100
92556V106 92556V106 VIATRIS INC COM 28 2835 0 100
92826C839 92826C839 VISA INC COM 306 1360 0 100
929740108 929740108 WABTEC CORP COM 24 242 0 100
931427108 931427108 WALGREENS BOOTS ALLIANCE INC COM 524 15150 0 100
931142103 931142103 WALMART INC COM 450 3055 0 100
934423104 934423104 WARNER BROS DISCOVERY COM SER A 211 13982 0 100
94106L109 94106L109 WASTE MGMT INC COM 4368 26770 0 100
942622200 942622200 WATSCO INC COM 19 60 0 100
949746101 949746101 WELLS FARGO & CO NEW COM 159 4242 0 100
958669103 958669103 WESTERN MIDSTREAM PARTNERS LP COM 46 1753 0 100
96145D105 96145D105 WESTROCK COM 7 225 0 100
962166104 962166104 WEYERHAEUSER CO COM 29 964 0 100
98419M100 98419M100 XYLEM INC COM 3261 31149 0 100
989207105 989207105 ZEBRA TECHNOLOGIES CORP COM 95 300 0 100
98956P102 98956P102 ZIMMER HLDGS INC COM 29 224 0 100
98888T107 98888T107 ZIMVIE INC COM 0 22 0 100
98978V103 98978V103 ZOETIS INC COM 896 5387 0 100
98980L101 98980L101 ZOOM VIDEO COMMUNICATIONS INC COM 2 26 0 100
98983V106 98983V106 ZUORA INC COM 0 50 0 100

No more available investment products in the available period

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