COHEN LAWRENCE B
data from 31/12/2023
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in COHEN LAWRENCE B
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2023/12/31 | MSFT | Microsoft Corporation | 28.72% | 590.383 K $ | 1570 | 2013/06/30 | 2.174 M $ | 19.09 % |
| 2023/12/31 | AAPL | Apple Inc | 17.66% | 362.919 K $ | 1885 | 2013/06/30 | 1.680 M $ | 12.45 % |
| 2023/12/31 | AMZN | Amazon.com Inc | 16.74% | 344.144 K $ | 2265 | 2018/03/31 | 1.175 M $ | 19.52 % |
| 2023/12/31 | GOOGL | Alphabet Inc Cl A | 12.98% | 266.808 K $ | 1910 | 2015/12/31 | 141.112 K $ | 6.75 % |
| 2023/12/31 | AVLV | Avantis US Large Cap Value ETF | 12.55% | 257.898 K $ | 4465 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | SPY | SPDR S&P 500 ETF | 11.35% | 233.377 K $ | 491 | 2013/06/30 | 276.170 K $ | 11.19 % |
| 2023/12/31 | VXUS | Vanguard Total International Stock ETF | 0.00% | 0.000 $ | 0 | 2020/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | ABBV | AbbVie Inc | 0.00% | 0.000 $ | 0 | 2023/09/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | GOOG | Alphabet Inc Cl C | 0.00% | 0.000 $ | 0 | 2015/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | CRTX | Quince Therapeutics Inc | 0.00% | 0.000 $ | 0 | 2020/03/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | XOM | Exxon Mobil Corp | 0.00% | 0.000 $ | 0 | 2022/09/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | JPM | JPMorgan Chase & Co | 0.00% | 0.000 $ | 0 | 2013/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | NEE | NextEra Energy Inc | 0.00% | 0.000 $ | 0 | 2013/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | CRM | Salesforce Inc | 0.00% | 0.000 $ | 0 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | TSLA | Tesla Inc | 0.00% | 0.000 $ | 0 | 2021/03/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | MMM | 3M Co | 0.00% | 0.000 $ | 0 | 2023/09/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | ACIU | AC Immune SA | 0.00% | 0.000 $ | 0 | 2017/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | BAC | Bank of America Corp | 0.00% | 0.000 $ | 0 | 2019/09/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | LIN | Linde PLC | 0.00% | 0.000 $ | 0 | 2023/09/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | BKNG | Booking Holdings Inc | 0.00% | 0.000 $ | 0 | 2018/03/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | MDT | Medtronic PLC | 0.00% | 0.000 $ | 0 | 2015/03/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | DE | Deere & Co | 0.00% | 0.000 $ | 0 | 2021/09/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | GD | General Dynamics Corp | 0.00% | 0.000 $ | 0 | 2017/09/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | GILD | Gilead Sciences Inc | 0.00% | 0.000 $ | 0 | 2013/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | JNJ | Johnson & Johnson | 0.00% | 0.000 $ | 0 | 2013/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | PANW | Palo Alto Networks Inc | 0.00% | 0.000 $ | 0 | 2021/09/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | ROP | Roper Technologies Inc | 0.00% | 0.000 $ | 0 | 2020/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | SYK | Stryker Corp | 0.00% | 0.000 $ | 0 | 2013/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | ALNY | Alnylam Pharmaceuticals Inc | 0.00% | 0.000 $ | 0 | 2021/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | AMT | American Tower Corp | 0.00% | 0.000 $ | 0 | 2020/03/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | BRK-B | Berkshire Hathaway Inc Cl B | 0.00% | 0.000 $ | 0 | 2013/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | CMCSA | Comcast Corp New Cl A | 0.00% | 0.000 $ | 0 | 2014/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | EW | Edwards Lifesciences Corp | 0.00% | 0.000 $ | 0 | 2013/09/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | ICE | Intercontinental Exchange Inc | 0.00% | 0.000 $ | 0 | 2017/09/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | IQV | IQVIA Holdings Inc | 0.00% | 0.000 $ | 0 | 2023/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | MA | Mastercard Inc Cl A | 0.00% | 0.000 $ | 0 | 2018/03/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | NVS | Novartis AG Sponsored ADR | 0.00% | 0.000 $ | 0 | 2013/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | RNXT | RenovoRx Inc | 0.00% | 0.000 $ | 0 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | CVX | Chevron Corp | 0.00% | 0.000 $ | 0 | 2022/09/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | KO | Coca-Cola Co | 0.00% | 0.000 $ | 0 | 2013/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | DIS | Walt Disney Co (The) | 0.00% | 0.000 $ | 0 | 2013/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | HD | Home Depot Inc | 0.00% | 0.000 $ | 0 | 2013/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | LOW | Lowe's Cos Inc | 0.00% | 0.000 $ | 0 | 2016/09/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | NKE | Nike Inc Cl B | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | PEP | PepsiCo Inc | 0.00% | 0.000 $ | 0 | 2013/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | PG | Procter & Gamble Co | 0.00% | 0.000 $ | 0 | 2013/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | ROK | Rockwell Automation Inc | 0.00% | 0.000 $ | 0 | 2015/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | TJX | TJX Companies Inc | 0.00% | 0.000 $ | 0 | 2014/03/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | USB | US Bancorp | 0.00% | 0.000 $ | 0 | 2013/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | VMW | VMware Inc | 0.00% | 0.000 $ | 0 | 2023/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | WMT | Walmart Inc | 0.00% | 0.000 $ | 0 | 2022/09/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | NVDA | NVIDIA Corp | 0.00% | 0.000 $ | 0 | 2020/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | TRV | Travelers Companies Inc | 0.00% | 0.000 $ | 0 | 2016/09/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | WM | Waste Management Inc | 0.00% | 0.000 $ | 0 | 2018/09/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | ZBH | Zimmer Biomet Holdings Inc | 0.00% | 0.000 $ | 0 | 2013/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | BLK | Blackrock Inc | 0.00% | 0.000 $ | 0 | 2020/12/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | DHR | Danaher Corp | 0.00% | 0.000 $ | 0 | 2017/03/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | EFA | iShares MSCI EAFE ETF | 0.00% | 0.000 $ | 0 | 2013/06/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | EL | Estee Lauder Companies Inc Cl A | 0.00% | 0.000 $ | 0 | 2019/09/30 | 0.000 $ | 0.00 % |
| 2023/12/31 | LII | Lennox International Inc | 0.00% | 0.000 $ | 0 | 2019/03/31 | 0.000 $ | 0.00 % |
| 2023/12/31 | TMO | Thermo Fisher Scientific Inc | 0.00% | 0.000 $ | 0 | 2013/06/30 | 0.000 $ | 0.00 % |