Top 50 American Research & Management Co. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Computer Inc | 4.23% | 111.0K | $15K | new | — | 2022-09-30 | |
| XOM | Exxon Mobil | 3.63% | 150.6K | $13K | new | — | 2022-09-30 | |
| IBM | International Business Machines | 3.46% | 105.5K | $13K | new | — | 2022-09-30 | |
| AMLP | Alerian MLP ETF-Alps | 3.32% | 328.6K | $12K | new | — | 2022-09-30 | |
| JNJ | Johnson & Johnson | 3.26% | 72.3K | $12K | new | — | 2022-09-30 | |
| VBR | Small Cap Value ETF-Vanguard | 3.12% | 78.7K | $11K | new | — | 2022-09-30 | |
| ADI | Analog Devices | 3.03% | 78.8K | $11K | new | — | 2022-09-30 | |
| IAU | Gold Trust ETF-iShares | 2.91% | 334.4K | $11K | new | — | 2022-09-30 | |
| PEP | Pepsico | 2.75% | 61.1K | $10K | new | — | 2022-09-30 | |
| SCHW | Charles Schwab Corp | 2.74% | 138.0K | $10K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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