Patrick Mauro Investment Advisor, Inc. Portfolio Holdings

Patrick Mauro Investment Advisor, Inc.

  • $167 Million
  • Q4 2024

Patrick Mauro Investment Advisor, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $167 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cme Group Inc. with a value of $12.5M, Watsco Inc with a value of $12.1M, Ishares Tr with a value of $10.1M, Verizon Communications Inc with a value of $9.11M, and Lockheed Martin Corp with a value of $8.86M.

Examining the 13F form we can see an decrease of $14.1M in the current position value, from $181M to 167M.

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 $167 Million
Industrials: $38.9 Million
Healthcare: $21 Million
Consumer Defensive: $20.5 Million
Financial Services: $18.8 Million
Technology: $17.3 Million
Communication Services: $16.3 Million
Utilities: $14 Million
ETFs: $12.4 Million
Other: $7.87 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $167 Million
  • Prior Value $181 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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