Q1 2020 Holdings
Filed 2020-04-23 | 179 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| California WTR SVC Group(CWT) | COM | 130788102 | $50 | 1,000 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $52 | 600 | 0.0% |
| Solaredge Technologies(SEDG) | COM | 83417M104 | $53 | 650 | 0.0% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $54 | 500 | 0.0% |
| Vanguard Intl Equity Index(VEU) | ETF | 922042775 | $55 | 1,350 | 0.0% |
| Viacomcbs Inc(0VVB) | CL B | 92556H206 | $56 | 4,000 | 0.0% |
| Dover Corp(DOV) | COM | 260003108 | $56 | 666 | 0.0% |
| Occidental Pete Corp del(OXY) | COM | 674599105 | $58 | 4,990 | 0.0% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $58 | 2,385 | 0.0% |
| Xylem Inc(XYL) | COM | 98419M100 | $65 | 1,000 | 0.0% |
| Ishares TR Glob Clean ENE(ICLN) | ETF | 464288224 | $72 | 7,500 | 0.0% |
| Centene Corp del | COM | 15135B901 | $72 | 1,214 | 0.0% |
| Smucker JM Co(SJM) | COM NEW | 832696405 | $73 | 661 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $77 | 225 | 0.0% |
| Ishares Msci Asia(AAXJ) | ETF | 464288182 | $79 | 1,331 | 0.0% |
| American STS WTR Co(AWR) | COM | 029899101 | $82 | 1,000 | 0.0% |
| American WTR WKS Co Inc(AWK) | COM | 030420103 | $86 | 719 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $89 | 1,500 | 0.0% |
| Ishares TR Msci Eafe(EFA) | ETF | 464287465 | $89 | 1,666 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $89 | 5,000 | 0.0% |
| Marathon Pete Corp(MPC) | COM | 56585A102 | $92 | 3,892 | 0.0% |
| Manulife Financial Corp(MFC) | COM | 56501R106 | $100 | 8,000 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $100 | 400 | 0.0% |
| Valley Natl Bancorp(VLY) | COM | 919794107 | $100 | 13,646 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $101 | 2,950 | 0.0% |
| Invesco Exch Traded FD T(RSP) | S&P 500 EQL WGT | 46137V357 | $102 | 1,210 | 0.0% |
| Clorox Co del(CLX) | COM | 189054109 | $112 | 649 | 0.0% |
| Toronto Dominion BK ONT(TD) | COM NEW | 891160509 | $114 | 2,700 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $120 | 500 | 0.0% |
| Southwest Airls Co(LUV) | COM | 844741108 | $123 | 3,450 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $125 | 750 | 0.0% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $126 | 4,098 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $126 | 915 | 0.0% |
| Enterprise Prods Partners(EPD) | COM | 293792107 | $130 | 9,066 | 0.0% |
| Linde PLC(LIN) | COM | G5494J103 | $130 | 755 | 0.0% |
| Hess Corp(HES) | COM | 42809H107 | $135 | 4,050 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $136 | 2,000 | 0.0% |
| Lilly ELI Co(LLY) | COM | 532457108 | $139 | 1,000 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $140 | 1,480 | 0.0% |
| EOG RES Inc(EOG) | COM | 26875P101 | $144 | 4,000 | 0.0% |
| General Electric Co | COM | 369604103 | $155 | 19,499 | 0.0% |
| International BUS Machs(IBM) | COM | 459200101 | $157 | 1,416 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $166 | 2,053 | 0.0% |
| SJW Corp(HTO) | COM | 784305104 | $173 | 3,000 | 0.0% |
| Price T Rowe Group Inc(TROW) | COM | 74144T108 | $176 | 1,800 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $180 | 2,700 | 0.0% |
| OGE Energy Corp(OGE) | COM | 670837103 | $198 | 6,436 | 0.0% |
| Unilever N V | NY SHS NEW | 904767704 | $198 | 3,925 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $205 | 1,450 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $207 | 1,282 | 0.0% |