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Hotaling Investment Management, Llc

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$221.15K
# of Holdings
121
Performance Rank
N/A
Allocation (Top 20)
N/A

Hotaling Investment Management, Llc Holdings Map

Top 50 Hotaling Investment Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
7.44%126.6K$16K
-7.73%(-10.60K)
2022-Q3: 137.2K shares2022-Q4: 126.6K shares2022-12-31
MSFT
MICROSOFT CORP
6.06%55.9K$13K
+0.17%(+93)
2022-Q3: 55.8K shares2022-Q4: 55.9K shares2022-12-31
GOOGL
ALPHABET INC
3.5%87.8K$8K
+11.53%(+9.07K)
2022-Q3: 78.7K shares2022-Q4: 87.8K shares2022-12-31
JNJ
JOHNSON & JOHNSON
3.47%43.5K$8K
-0.13%(-55)
2022-Q3: 43.5K shares2022-Q4: 43.5K shares2022-12-31
UNH
UNITEDHEALTH GROUP INC
2.86%11.9K$6K
+0.89%(+105)
2022-Q3: 11.8K shares2022-Q4: 11.9K shares2022-12-31
AMZN
AMAZON COM INC
2.65%69.7K$6K
-0.16%(-113)
2022-Q3: 69.9K shares2022-Q4: 69.7K shares2022-12-31
NEE
NEXTERA ENERGY INC
2.48%65.7K$5K
+1.58%(+1.02K)
2022-Q3: 64.7K shares2022-Q4: 65.7K shares2022-12-31
BLK
BLACKROCK INC
2.34%7.3K$5K
+0.51%(+37)
2022-Q3: 7.3K shares2022-Q4: 7.3K shares2022-12-31
PEP
PEPSICO INC
2.22%27.2K$5K
-0.10%(-26)
2022-Q3: 27.2K shares2022-Q4: 27.2K shares2022-12-31
DE
DEERE & CO
2.14%11.0K$5K
-0.76%(-85)
2022-Q3: 11.1K shares2022-Q4: 11.0K shares2022-12-31

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