CIK 2042060
Tallon Kerry Patrick
Institutional 13F holdings & portfolio
Holdings
105
Portfolio Value
$1M+
Latest Report
Dec 31, 2024
Report Periods
1
Holdings
13F filings as of Dec 31, 2024 · Showing 51–100 of 105
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| HPS | HANCOCK JOHN PFD INCOME FD I | 24K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 2K | $100K–$500K | SH |
| SPTM | SPDR SER TR | 5K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 603 | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 3K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| JNK | SPDR SER TR | 3K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| GLW | CORNING INC | 6K | $100K–$500K | SH |
| ICF | ISHARES TR | 5K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 3K | $100K–$500K | SH |
| BWX | SPDR SER TR | 13K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 724 | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| DIVS | GUINNESS ATKINSON FDS | 10K | $100K–$500K | SH |
| SPYG | SPDR SER TR | 3K | $100K–$500K | SH |
| MET | METLIFE INC | 3K | $100K–$500K | SH |
| XYL | XYLEM INC | 2K | $100K–$500K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 31K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| KEY | KEYCORP | 15K | $100K–$500K | SH |
| EVG | EATON VANCE SHORT DURATION D | 22K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 594 | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 714 | $100K–$500K | SH |
| EZM | WISDOMTREE TR | 4K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| PEP | PEPSICO INC | 1K | $100K–$500K | SH |
| PCY | INVESCO EXCH TRADED FD TR II | 11K | $100K–$500K | SH |
| PDP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| KKR | KKR & CO INC | 1K | $100K–$500K | SH |
| CHRD | CHORD ENERGY CORPORATION | 2K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| QTRX | QUANTERIX CORP | 16K | $100K–$500K | SH |
| NWBI | NORTHWEST BANCSHARES INC MD | 12K | $100K–$500K | SH |
| AQN | ALGONQUIN PWR UTILS CORP | 31K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 15K | $100K–$500K | SH |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | 12K | $100K–$500K | SH |
| BCX | BLACKROCK RES & COMMODITIES | 14K | $100K–$500K | SH |
| VVR | INVESCO SR INCOME TR | 30K | $100K–$500K | SH |
| F | FORD MTR CO | 12K | $100K–$500K | SH |
| MQ | MARQETA INC | 26K | $50K–$100K | SH |