Patrick Mauro Investment Advisor, Inc. Portfolio Holdings

Patrick Mauro Investment Advisor, Inc.

  • $165 Million
  • Q2 2024

Patrick Mauro Investment Advisor, Inc. has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $165 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 $12.4M, Cme Group Inc. with a value of $10.9M, Ishares Tr with a value of $9.82M, Lockheed Martin Corp with a value of $9.49M, and Verizon Communications Inc with a value of $8.55M.

Examining the 13F form we can see an decrease of $2.99M in the current position value, from $168M to 165M.

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 $165 Million
Industrials: $39.5 Million
Healthcare: $23.1 Million
Consumer Defensive: $21.6 Million
Financial Services: $17.4 Million
Technology: $15.8 Million
Utilities: $13.4 Million
Communication Services: $12.8 Million
ETFs: $12.1 Million
Other: $9.19 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.48B
$1.25 Million 0.76% of portfolio
71,104
Q2 2024 Reduced 23.98%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $165 Million
  • Prior Value $168 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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