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M&R Capital Management Inc

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$453.78M
# of Holdings
581
Performance Rank
N/A
Allocation (Top 20)
N/A

M&R Capital Management Inc Holdings Map

Top 50 M&R Capital Management Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC COM
8.32%162.1K$37.8M
-3.48%(-5.84K)
2023-Q3: 186.9K shares2023-Q4: 185.2K shares2024-Q1: 169.9K shares2024-Q2: 168.0K shares2024-Q3: 162.1K shares2024-09-30
AVGO
BROADCOM INC COM
7.31%192.3K$33.2M
+886.36%(+172.78K)
2023-Q3: 30.9K shares2023-Q4: 30.5K shares2024-Q1: 20.0K shares2024-Q2: 19.5K shares2024-Q3: 192.3K shares2024-09-30
BRKB
BERKSHIRE HATHAWAY INC DEL CL B NEW
6.35%62.6K$28.8M
-0.95%(-601)
2023-Q3: 64.8K shares2023-Q4: 64.5K shares2024-Q1: 63.4K shares2024-Q2: 63.2K shares2024-Q3: 62.6K shares2024-09-30
GOOGL
ALPHABET INC CAP STK CL A
4.64%126.8K$21.0M
-0.73%(-929)
2023-Q3: 130.2K shares2023-Q4: 129.9K shares2024-Q1: 128.8K shares2024-Q2: 127.8K shares2024-Q3: 126.8K shares2024-09-30
LOW
LOWES COS INC COM
4.19%70.2K$19.0M
-0.57%(-401)
2023-Q3: 72.7K shares2023-Q4: 72.1K shares2024-Q1: 70.9K shares2024-Q2: 70.6K shares2024-Q3: 70.2K shares2024-09-30
AMZN
AMAZON COM INC COM
3.24%78.8K$14.7M
-0.82%(-650)
2023-Q3: 81.3K shares2023-Q4: 81.2K shares2024-Q1: 79.3K shares2024-Q2: 79.5K shares2024-Q3: 78.8K shares2024-09-30
V
VISA INC COM CL A
3.22%53.2K$14.6M
-1.08%(-578)
2023-Q3: 54.5K shares2023-Q4: 53.8K shares2024-Q1: 53.8K shares2024-Q2: 53.7K shares2024-Q3: 53.2K shares2024-09-30
VST
VISTRA CORP COM
3.06%117.1K$13.9M
+38929.00%(+116.79K)
2023-Q3: 500 shares2023-Q4: 300 shares2024-Q1: 200 shares2024-Q2: 300 shares2024-Q3: 117.1K shares2024-09-30
MRK
MERCK & CO INC COM
3.04%121.7K$13.8M
-2.58%(-3.22K)
2023-Q3: 127.0K shares2023-Q4: 125.5K shares2024-Q1: 123.7K shares2024-Q2: 124.9K shares2024-Q3: 121.7K shares2024-09-30
MSFT
MICROSOFT CORP COM
2.81%29.7K$12.8M
+2.57%(+742)
2023-Q3: 30.8K shares2023-Q4: 30.5K shares2024-Q1: 29.0K shares2024-Q2: 28.9K shares2024-Q3: 29.7K shares2024-09-30

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