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12-22-2021, 11:31 AM
(This post was last modified: 12-23-2021, 07:13 AM by rayray.)
Here we go already—not sure if they’ll be big changes by 1/01/2022 so here goes
1) Msft
2) aapl
3) xom
4) Nvda
5) mo
6) jnj
7) brk.b
8) shop
9) gild
10) PG
EDIT: PG Replaced QCOM at ten—was my error
The wife’s the same
1)amzn
2)ent
3)aos
4)enb
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Very cool Ray. Love to see that Microsoft/Apple 1-2 punch. They aren't up that high for me yet, but I'll continue building them up. I'd like them to be 2-3 for me after BroadCom (not including ETFs).
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I'm in the midst of a multi-year effort to move my company stock over to my E*Trade account, and I have planned a particularly large move for next year (adding about 60% more to my taxable account balance), so I think it makes sense to participate in a top 10 holdings thread after the dust has settled.
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I am going to put my ETFs on my list when I update so the list is meaningful.
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Other than some ETFs due to limitations on my 401K/HSA account, below are my top 10.
1. ABBV
2. XOM
3. AVGO
4. AAPL.
5. UNH
6. JNJ
7. PM
8. MSFT
9. LOW
10. COST
Major changes were MO & T. I sold around half of each position for cap loss and moved the fund to BTI & other stocks.
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As I enter retirement ETFs definitely my three largest positions. SPY-QQQ-!WM to begin.
1. JNJ
2. BMY
3. XEL
4. DG
5. WEC
6. RTX
7. TXRH
8. VSTO
9. EOG
10. FB
Definitely plan to trim BMY via covered calls. VSTO has grown a little large.
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Top Ten (of 43 stocks)
A) by market value
1) LOW
BRK.B
PFE
DIS
ABBV
UNH
CVS
BLK
CSCO
10) TD.TO
B) by invested money (full position equvalents):
1.2 FPE: O, JNJ, BRK.B, TD.TO
1.1 FPE: MMM, PFE
1.0 FPE:
AMGN
XOM
CSCO
RY.TO
IBM
T
CVS
DIS
MO
GILD
LOW
ABBV
AMZN
C) by income:
1) ABBV
MO
T
O
TD.TO
RY.TO
XOM
PFE
IBM
10) AMGN
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Here are my top ten as of this morning.
1. LOW 4.36%
2. DLR 3.93%
3. AAPL 3.90%
4. AVGO 3.58%
5. MSFT 3.42%
6. QCOM 3.03%
7. UNH 3.01%
8. WSO 2.98%
9. TGT 2.77%
10. ABT 2.70%