Piedmont Capital Management, LLC/NC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PC Piedmont Capital Management, LLC/NC | Institutional Filer | ▼ 1.48% | $149.9M | 119 |
Current Portfolio Holdings
Showing all 119 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 36K | $21.3M | 14.21% |
| 2 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 17 | $12.2M | 8.15% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | — | 162K | $10.4M | 6.91% |
| 4 | FLQM | FRANKLIN TEMPLETON ETF TR | — | 178K | $9.8M | 6.51% |
| 5 | LVHI | LEGG MASON ETF INVT | — | 171K | $6.9M | 4.62% |
| 6 | SPY | SPDR S&P 500 ETF Trust | — | 10K | $6.8M | 4.54% |
| 7 | IWD | ISHARES TR | — | 28K | $5.9M | 3.92% |
| 8 | IVV | ISHARES TR | — | 7K | $4.8M | 3.19% |
| 9 | NVDA | NVIDIA Corporation | Technology | 23K | $3.9M | 2.63% |
| 10 | AAPL | Apple Inc. | Technology | 15K | $3.9M | 2.60% |
| 11 | SCHG | SCHWAB STRATEGIC TR | — | 125K | $3.7M | 2.44% |
| 12 | EAGL | 2023 ETF SERIES TRUST | — | 117K | $3.6M | 2.38% |
| 13 | MSFT | Microsoft Corporation | Technology | 8K | $2.9M | 1.92% |
| 14 | GOOGL | Alphabet Inc. | Technology | 9K | $2.7M | 1.81% |
| 15 | SCHD | SCHWAB STRATEGIC TR | — | 88K | $2.7M | 1.80% |
Showing 1 to 15 of 119 holdings