Patrick Mauro Investment Advisor, Inc. Portfolio Holdings

Patrick Mauro Investment Advisor, Inc.

  • $181 Million
  • Q3 2024

Patrick Mauro Investment Advisor, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $181 Million distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Watsco Inc with a value of $13M, Cme Group Inc. with a value of $12.4M, Ishares Tr with a value of $11M, Lockheed Martin Corp with a value of $10.8M, and Verizon Communications Inc with a value of $9.58M.

Examining the 13F form we can see an increase of $16.3M in the current position value, from $165M to 181M.

Patrick Mauro Investment Advisor, Inc. is based out at Oak Brook, IL

Below you can find more details about Patrick Mauro Investment Advisor, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $181 Million
Industrials: $43 Million
Healthcare: $25.1 Million
Consumer Defensive: $21.7 Million
Technology: $18.7 Million
Financial Services: $18.7 Million
Communication Services: $15.4 Million
Utilities: $14.4 Million
ETFs: $13.5 Million
Other: $10.6 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.68B
$1.71 Million 0.95% of portfolio
85,407
Q3 2024 Added 20.12%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $181 Million
  • Prior Value $165 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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