BANK OF NEW HAMPSHIRE
Stock Holdings
Option Holdings
Activity
Charts
All
Open
Closed
Added
Reduced
Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Powered by unusualwhales.com | |||||||||||||||
| AAPL | APPLE | 77,984 | -2,419 | -3.01% | $128.24 | 4.53% | 0.00% | 17,322,586 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 48,627 | -286 | -0.58% | $171.66 | 3.67% | 0.01% | 14,011,384 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 34,668 | -537 | -1.53% | $266.60 | 3.41% | 0.00% | 13,014,021 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 21,566 | +448 | +2.12% | $432.58 | 3.17% | 0.00% | 12,117,733 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 41,510 | -440 | -1.05% | $230.99 | 2.81% | 0.02% | 10,735,316 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 15,896 | -1,281 | -7.46% | $0.00 | 2.22% | 0.00% | 8,465,892 | 2025-03-31 | ||||||
| GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | 72,446 | +632 | +0.88% | $112.25 | 2.01% | 0.23% | 7,680,759 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 48,698 | -2,355 | -4.61% | $115.97 | 1.97% | 0.00% | 7,530,659 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 13,935 | +3,579 | +34.56% | $428.55 | 1.87% | 0.00% | 7,161,336 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 28,988 | -1,000 | -3.33% | $156.28 | 1.86% | 0.00% | 7,110,756 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 12,492 | +1,181 | +10.44% | $434.97 | 1.83% | 0.00% | 6,987,900 | 2025-03-31 | ||||||
| TJX | TJX COMPANIES | 52,174 | -927 | -1.75% | $70.02 | 1.66% | 0.00% | 6,354,793 | 2025-03-31 | ||||||
| AMZN | AMAZON | 33,053 | -1,308 | -3.81% | $166.66 | 1.65% | 0.00% | 6,288,664 | 2025-03-31 | ||||||
| SYK | STRYKER | 16,178 | -194 | -1.18% | $256.34 | 1.58% | 0.00% | 6,022,261 | 2025-03-31 | ||||||
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 117,072 | +12,424 | +11.87% | $50.43 | 1.55% | 0.02% | 5,927,355 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 6,071 | -234 | -3.71% | $378.82 | 1.50% | 0.00% | 5,741,830 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 52,051 | +277 | +0.54% | $44.40 | 1.48% | 0.00% | 5,641,287 | 2025-03-31 | ||||||
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 9,668 | -354 | -3.53% | $375.61 | 1.37% | 0.01% | 5,243,730 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 10,009 | -109 | -1.08% | $400.22 | 1.37% | 0.00% | 5,242,214 | 2025-03-31 | ||||||
| ORLY | O REILLY AUTOMOTIVE | 3,616 | -61 | -1.66% | $539.86 | 1.36% | 0.01% | 5,180,209 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 99,668 | -1,867 | -1.84% | $51.38 | 1.33% | 0.00% | 5,066,124 | 2025-03-31 | ||||||
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 9,106 | -329 | -3.49% | $493.12 | 1.27% | 0.02% | 4,857,869 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 34,954 | -299 | -0.85% | $59.80 | 1.09% | 0.00% | 4,157,079 | 2025-03-31 | ||||||
| WMT | WALMART | 45,553 | -2,396 | -5.00% | $54.73 | 1.05% | 0.00% | 3,999,098 | 2025-03-31 | ||||||
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND | 37,366 | +2,431 | +6.96% | $112.31 | 1.04% | 0.45% | 3,993,678 | 2025-03-31 | ||||||
| UPS | UNITED PARCEL SERVICE | 34,557 | -1,010 | -2.84% | $197.84 | 0.99% | 0.00% | 3,800,924 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 83,822 | +2,804 | +3.46% | $52.18 | 0.99% | 0.00% | 3,793,784 | 2025-03-31 | ||||||
| BAC | BANK OF AMERICA | 89,040 | -1,651 | -1.82% | $40.73 | 0.97% | 0.00% | 3,715,639 | 2025-03-31 | ||||||
| ADP | AUTOMATIC DATA PROCESSING | 12,053 | -297 | -2.40% | $193.89 | 0.96% | 0.00% | 3,682,553 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 20,986 | -600 | -2.78% | $136.56 | 0.94% | 0.00% | 3,576,434 | 2025-03-31 | ||||||
| CASY | CASEYS GENERAL STORES | 8,101 | -153 | -1.85% | $227.29 | 0.92% | 0.02% | 3,516,158 | 2025-03-31 | ||||||
| LOW | LOWES COMPANIES | 14,769 | +300 | +2.07% | $196.63 | 0.90% | 0.00% | 3,444,574 | 2025-03-31 | ||||||
| ICE | INTERCONTINENTAL EXCHANGE | 19,861 | -273 | -1.36% | $115.18 | 0.90% | 0.00% | 3,426,023 | 2025-03-31 | ||||||
| AFL | AFLAC | 30,154 | -551 | -1.79% | $52.39 | 0.88% | 0.01% | 3,352,823 | 2025-03-31 | ||||||
| CAH | CARDINAL HEALTH | 24,050 | -425 | -1.74% | $59.94 | 0.87% | 0.01% | 3,313,369 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 15,763 | -389 | -2.41% | $112.57 | 0.86% | 0.00% | 3,302,664 | 2025-03-31 | ||||||
| ORCL | ORACLE | 21,024 | -437 | -2.04% | $77.59 | 0.77% | 0.00% | 2,939,365 | 2025-03-31 | ||||||
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 47,677 | -1,113 | -2.28% | $62.78 | 0.76% | 0.01% | 2,892,087 | 2025-03-31 | ||||||
| JLL | JONES LANG LASALLE | 11,482 | +282 | +2.52% | $209.98 | 0.74% | 0.02% | 2,846,503 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 48,301 | -571 | -1.17% | $263.66 | 0.74% | 0.00% | 2,818,371 | 2025-03-31 | ||||||
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | 119,752 | +17,619 | +17.25% | $21.31 | 0.70% | 0.00% | 2,689,630 | 2025-03-31 | ||||||
| PHG | KONINKLIJKE PHILIPS NV | 102,420 | -1,524 | -1.47% | $17.70 | 0.68% | 0.00% | 2,601,468 | 2025-03-31 | ||||||
| LYV | LIVE NATION ENTERTAINMENT | 19,145 | -910 | -4.54% | $87.30 | 0.65% | 0.01% | 2,499,954 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 14,639 | -115 | -0.78% | $164.95 | 0.64% | 0.00% | 2,427,732 | 2025-03-31 | ||||||
| BRK.A | BERKSHIRE HATHAWAY | 3 | 0 | 0.00% | $0.00 | 0.63% | 0.00% | 2,395,325 | 2025-03-31 | ||||||
| IBM | IBM | 9,503 | +166 | +1.78% | $174.65 | 0.62% | 0.00% | 2,363,016 | 2025-03-31 | ||||||
| AXP | AMERICAN EXPRESS | 8,728 | -200 | -2.24% | $206.58 | 0.61% | 0.00% | 2,348,268 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 14,975 | -653 | -4.18% | $118.81 | 0.61% | 0.00% | 2,339,544 | 2025-03-31 | ||||||
| INGR | INGREDION | 17,036 | +330 | +1.98% | $97.83 | 0.60% | 0.03% | 2,303,438 | 2025-03-31 | ||||||
| URI | UNITED RENTALS | 3,454 | +79 | +2.34% | $443.12 | 0.57% | 0.01% | 2,164,622 | 2025-03-31 | ||||||