Waters Parkerson & Co., LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.82 Billion distributed in 177 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $98.5M, Meta Platforms, Inc. with a value of $96M, Microsoft Corp with a value of $91.4M, Jpmorgan Chase & CO with a value of $86M, and Thermo Fisher Scientific Inc. with a value of $82.3M.
Examining the 13F form we can see an decrease of $155M in the current position value, from $1.97B to 1.82B.
Below you can find more details about Waters Parkerson & Co., LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.82 Billion
Technology: $321 Million
Financial Services: $311 Million
Industrials: $248 Million
Healthcare: $247 Million
Consumer Defensive: $166 Million
Communication Services: $147 Million
Consumer Cyclical: $116 Million
Energy: $112 Million
Other: $148 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
