Mogy Joel R Investment Counsel Inc Reduced Holdings in Q3 2024

Mogy Joel R Investment Counsel Inc

  • $1.63 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-68.3K
- 46.68%
$161.9 - $179.3 $11.1M - $12.3M
78.1K $13.3M
GOOG
Alphabet Inc.

Communication Services
-1.38K
- 0.39%
$149.54 - $192.66 $206K - $266K
350K $58.5M
EQIX
Equinix Inc

Real Estate
-1.78K
- 28.83%
$749.0 - $890.01 $1.34M - $1.59M
4.4K $3.91M
NKE
Nike, Inc.

Consumer Cyclical
-9.7K
- 51.43%
$71.09 - $89.44 $690K - $868K
9.16K $809K
PLD
Prologis, Inc.

Real Estate
-8.13K
- 22.94%
$111.95 - $132.43 $910K - $1.08M
27.3K $3.45M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-10.5K
- 33.15%
$64.35 - $75.71 $676K - $796K
21.2K $1.56M
PG
Procter & Gamble CO

Consumer Defensive
-8.52K
- 6.49%
$160.76 - $177.82 $1.37M - $1.52M
123K $21.3M
SCHW
Schwab Charles Corp

Financial Services
-3.5K
- 34.48%
$61.74 - $76.08 $216K - $266K
6.65K $431K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-600
- 23.17%
$475.2 - $527.7 $285K - $317K
1.99K $1.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-400
- 19.49%
$434.77 - $502.96 $174K - $201K
1.65K $806K
CVX
Chevron Corp

Energy
-100
- 1.34%
$137.88 - $161.97 $13.8K - $16.2K
7.34K $1.08M
JPM
Jpmorgan Chase & CO

Financial Services
-500
- 11.2%
$194.9 - $224.8 $97.5K - $112K
3.97K $835K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-645
- 50.27%
$105.53 - $118.34 $68.1K - $76.3K
638 $74K
SO
Southern CO

Utilities
-1.3K
- 24.38%
$77.0 - $90.52 $100K - $118K
4.03K $363K
HSY
Hershey CO

Consumer Defensive
-200
- 15.0%
$182.45 - $203.25 $36.5K - $40.7K
1.13K $217K
DFAX
Dimensional ETF Tr
-965
- 28.81%
$24.29 - $27.25 $23.4K - $26.3K
2.39K $64K
XLK
Technology Sector Spdr

ETFs
-60
- 4.74%
$197.34 - $237.68 $11.8K - $14.3K
1.21K $272K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-350
- 2.65%
$76.38 - $78.87 $26.7K - $27.6K
12.9K $1.01M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-60
- 5.11%
$64.83 - $72.82 $3.89K - $4.37K
1.12K $80K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-125
- 3.73%
$39.71 - $44.22 $4.96K - $5.53K
3.23K $142K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-100
- 3.77%
$38.71 - $42.43 $3.87K - $4.24K
2.55K $107K
VUG
Vanguard Growth ETF

ETFs
-55
- 1.46%
$341.08 - $391.94 $18.8K - $21.6K
3.73K $1.43M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-800
- 4.03%
$57.32 - $62.65 $45.9K - $50.1K
19.1K $1.19M
VTI
Vanguard Total Stock Market Et

ETFs
-150
- 2.82%
$255.18 - $283.2 $38.3K - $42.5K
5.17K $1.46M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-100
- 1.62%
$117.9 - $128.2 $11.8K - $12.8K
6.09K $780K
VTV
Vanguard Value ETF

ETFs
-25
- 0.51%
$159.75 - $174.57 $3.99K - $4.36K
4.91K $857K
IVV
Ishares Core S&P 500 ETF

ETFs
-114
- 2.14%
$520.18 - $576.82 $59.3K - $65.8K
5.21K $3M
JNJ
Johnson & Johnson

Healthcare
-3.53K
- 8.36%
$145.48 - $167.38 $513K - $591K
38.7K $6.27M
BMY
Bristol Myers Squibb CO

Healthcare
-1K
- 4.96%
$39.66 - $51.75 $39.7K - $51.8K
19.2K $991K
UNP
Union Pacific Corp

Industrials
-4.04K
- 6.9%
$221.78 - $256.09 $897K - $1.04M
54.6K $13.4M
NEE
Nextera Energy Inc

Utilities
-3.12K
- 8.61%
$69.9 - $84.97 $218K - $265K
33.1K $2.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-500
- 5.07%
$191.76 - $263.26 $95.9K - $132K
9.36K $2.45M
CSCO
Cisco Systems, Inc.

Technology
-3.7K
- 2.35%
$44.74 - $53.22 $166K - $197K
153K $8.17M
SBUX
Starbucks Corp

Consumer Cyclical
-27.8K
- 9.27%
$72.51 - $98.6 $2.01M - $2.74M
272K $26.5M
COST
Costco Wholesale Corp

Consumer Defensive
-290
- 0.29%
$801.83 - $917.05 $233K - $266K
101K $89.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-770
- 0.56%
$405.19 - $478.57 $312K - $368K
137K $62.9M
AAPL
Apple Inc.

Technology
-4.57K
- 0.71%
$207.23 - $234.82 $946K - $1.07M
638K $149M
Activity Summary
Buys All Purchases 37 New Holdings 8 Increased Positions 29 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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