ASSET | DATE | % RETURN |
---|---|---|
Blackstone (BX) | 7/1/2023 - 9/30/2023 | 15.83% |
Eli Lilly and (LLY) | 7/1/2023 - 9/30/2023 | 15.45% |
Novo Nordisk A-S (NVO) | 7/1/2023 - 9/30/2023 | 14.12% |
Toyota Motor Corporation ADR (TM) | 7/1/2023 - 9/30/2023 | 12.97% |
AbbVie (ABBV) | 7/1/2023 - 9/30/2023 | 12.47% |
Exxon Mobil (XOM) | 7/1/2023 - 9/30/2023 | 10.28% |
Alphabet Inc Class A (GOOGL) | 7/1/2023 - 9/30/2023 | 9.75% |
Alphabet Inc Class C (GOOG) | 7/1/2023 - 9/30/2023 | 9.58% |
Chevron (CVX) | 7/1/2023 - 9/30/2023 | 8.31% |
International Business Machines (IBM) | 7/1/2023 - 9/30/2023 | 6.37% |
Shell PLC ADR (SHEL) | 7/1/2023 - 9/30/2023 | 6.22% |
UnitedHealth (UNH) | 7/1/2023 - 9/30/2023 | 5.87% |
Cisco Systems (CSCO) | 7/1/2023 - 9/30/2023 | 5.47% |
Costco Wholesale (COST) | 7/1/2023 - 9/30/2023 | 5.36% |
Facebook (META) | 7/1/2023 - 9/30/2023 | 4.71% |
Berkshire Hathaway (BRK.B) | 7/1/2023 - 9/30/2023 | 2.8% |
Berkshire Hathaway (BRK.A) | 7/1/2023 - 9/30/2023 | 2.39% |
Walmart (WMT) | 7/1/2023 - 9/30/2023 | 2.35% |
NVIDIA (NVDA) | 7/1/2023 - 9/30/2023 | 2.32% |
Alibaba (BABA) | 7/1/2023 - 9/30/2023 | 2.2% |
AstraZeneca PLC ADR (AZN) | 7/1/2023 - 9/30/2023 | 1.6% |
Mastercard (MA) | 7/1/2023 - 9/30/2023 | 1.31% |
T-Mobile US (TMUS) | 7/1/2023 - 9/30/2023 | 0.81% |
Accenture (ACN) | 7/1/2023 - 9/30/2023 | 0.07% |
JPMorgan Chase (JPM) | 7/1/2023 - 9/30/2023 | -0.12% |