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Stuart Investment Advisors, Inc.

Q3 2022 Holdings

Filed 2022-11-10 | 24 holdings | $112.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)Equity922908769$51.1K269,77945.3%
Ishares Gold TR Ishares New(IAU)Equity464285204$21.5K659,31619.0%
Vanguard Index Funds S&P 500 ETF SHS New(VOO)Equity922908363$19.9K57,34717.6%
Vanguard Total International Stock ETF(VXUS)Equity921909768$8.3K173,9837.4%
Vanguard Mid-Cap Growth ETF(VOT)Equity922908538$2.9K15,8322.6%
Exxon Mobil Corporation(XOM)Equity30231G102$1.6K16,0351.4%
Apple Incorporated(AAPL)Equity037833100$1.5K10,2381.3%
Amazon COM Incorporated(AMZN)Equity023135106$8196,7700.7%
Conocophillips(COP)Equity20825C104$6515,6170.6%
Berkshire Hathaway Incorporated del Class B New(BRK/B)Equity084670702$6032,1580.5%
Automatic Data Processing Incorporated(ADP)Equity053015103$5422,2680.5%
Microsoft Corporation(MSFT)Equity594918104$4731,8970.4%
Johnson & Johnson(JNJ)Equity478160104$3432,0760.3%
Chevron Corporation New(CVX)Equity166764100$3242,0420.3%
Phillips 66(PSX)Equity718546104$2652,8630.2%
Pepsico Incorporated(PEP)Equity713448108$2581,5520.2%
Qualcomm Incorporated(QCOM)Equity747525103$2502,0000.2%
Vanguard Ftse All-World Ex-US ETF(VEU)Equity922042775$2485,3380.2%
General MLS Incorporated(GIS)Equity370334104$2393,0710.2%
Home Depot Incorporated(HD)Equity437076102$2237700.2%
Norfolk Southn Corporation(NSC)Equity655844108$2159710.2%
Applied Matls Incorporated(AMAT)Equity038222105$2132,3900.2%
3M Company(MMM)Equity88579Y101$2001,7400.2%
Energy Transfer L P COM UT LTD PTN(ET)REITs/Tangibles/LPs29273V100$16313,7870.1%