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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Minot Wealth Management LLC INSTITUTION : Minot Wealth Management LLC
Minot Wealth Management LLC Portfolio (reported on 2020-04-27)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
MICROSOFT CORP    (COM) MSFT 7,146,000 45,311 5.11%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 7,032,000 38,462 5.03%
AMAZON COM INC    (COM) AMZN 4,915,000 2,521 3.52%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 4,785,000 18,566 3.42%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 4,546,000 94,778 3.25%
APPLE INC    (COM) AAPL 3,821,000 15,025 2.73%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 3,673,000 22,500 2.63%
ADOBE INC    (COM) ADBE 3,107,000 9,762 2.22%
VISA INC    (COM CL A) V 3,066,000 19,032 2.19%
ARISTA NETWORKS INC    (COM) ANET 3,038,000 15,000 2.17%
HOME DEPOT INC    (COM) HD 3,022,000 16,188 2.16%
FIDELITY    (TOTAL BD ETF) FBND 2,814,000 54,370 2.01%
ALPHABET INC    (CAP STK CL A) GOOGL 2,786,000 2,398 1.99%
ISHARES TR    (MSCI MIN VOL ETF) USMV 2,621,000 48,520 1.87%
INTEL CORP    (COM) INTC 2,608,000 48,185 1.86%
AMERICAN TOWER CORP NEW    (COM) AMT 2,588,000 11,885 1.85%
MEDTRONIC PLC    (SHS) MDT 2,437,000 27,021 1.74%
JOHNSON & JOHNSON    (COM) JNJ 2,306,000 17,582 1.65%
COMCAST CORP NEW    (CL A) CMCSA 2,178,000 63,345 1.56%
COSTCO WHSL CORP NEW    (COM) COST 2,151,000 7,543 1.54%
HONEYWELL INTL INC    (COM) HON 2,148,000 16,055 1.53%
CISCO SYS INC    (COM) CSCO 2,075,000 52,791 1.48%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 2,013,000 7,097 1.44%
DANAHER CORPORATION    (COM) DHR 1,960,000 14,161 1.40%
SPDR GOLD TRUST    (GOLD SHS) GLD 1,813,000 12,245 1.29%
NEXTERA ENERGY INC    (COM) NEE 1,781,000 7,402 1.27%
ABBVIE INC    (COM) ABBV 1,720,000 22,579 1.23%
SPDR SER TR    (BLMBRG BRC CNVRT) CWB 1,686,000 35,235 1.20%
LOCKHEED MARTIN CORP    (COM) LMT 1,669,000 4,925 1.19%
BROADCOM INC    (COM) 1,604,000 6,764 1.14%
PROCTER & GAMBLE CO    (COM) PG 1,567,000 14,243 1.12%
MERCK & CO. INC    (COM) MRK 1,541,000 20,028 1.10%
TJX COS INC NEW    (COM) TJX 1,535,000 32,099 1.09%
GILEAD SCIENCES INC    (COM) GILD 1,513,000 20,235 1.08%
FACEBOOK INC    (CL A) FB 1,390,000 8,332 0.99%
MONDELEZ INTL INC    (CL A) MDLZ 1,348,000 26,910 0.96%
AMGEN INC    (COM) AMGN 1,321,000 6,515 0.94%
MCDONALDS CORP    (COM) MCD 1,314,000 7,947 0.94%
COCA COLA CO    (COM) KO 1,310,000 29,608 0.93%
DISNEY WALT CO    (COM DISNEY) DIS 1,304,000 13,499 0.93%
UNITEDHEALTH GROUP INC    (COM) UNH 1,290,000 5,172 0.92%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 1,222,000 15,129 0.87%
AT&T INC    (COM) T 1,220,000 41,869 0.87%
TEXAS INSTRS INC    (COM) TXN 1,169,000 11,699 0.83%
ISHARES TR    (IBOXX INV CP ETF) LQD 1,118,000 9,055 0.80%
NOVARTIS A G    (SPONSORED ADR) NVS 1,107,000 13,425 0.79%
LOWES COS INC    (COM) LOW 1,068,000 12,406 0.76%
ABBOTT LABS    (COM) ABT 1,045,000 13,240 0.74%
EXXON MOBIL CORP    (COM) XOM 1,044,000 27,489 0.74%
STARBUCKS CORP    (COM) SBUX 987,000 15,018 0.70%
PEPSICO INC    (COM) PEP 961,000 8,004 0.68%
REPUBLIC SVCS INC    (COM) RSG 951,000 12,666 0.68%
AMERICAN ELEC PWR CO INC    (COM) AEP 945,000 11,814 0.67%
ISHARES TR    (NATIONAL MUN ETF) MUB 904,000 8,000 0.64%
VANGUARD INDEX FDS    (MID CAP ETF) VO 830,000 6,301 0.59%
CHEMED CORP NEW    (COM) CHE 823,000 1,900 0.58%
FAIR ISAAC CORP    (COM) FIC 774,000 2,517 0.55%
FIDELITY NATL INFORMATION SV    (COM) FIS 768,000 6,310 0.55%
MARSH & MCLENNAN COS INC    (COM) MMC 757,000 8,750 0.54%
JPMORGAN CHASE & CO    (COM) JPM 702,000 7,800 0.50%
LAUDER ESTEE COS INC    (CL A) EL 683,000 4,286 0.48%
ALPHABET INC    (CAP STK CL C) GOOG 660,000 568 0.47%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 626,000 4,578 0.44%
ISHARES TR    (RUS 1000 VAL ETF) IWD 612,000 6,167 0.43%
ISHARES TR    (RUSSELL 2000 ETF) IWM 561,000 4,905 0.40%
VERIZON COMMUNICATIONS INC    (COM) VZ 556,000 10,353 0.39%
PFIZER INC    (COM) PFE 554,000 16,975 0.39%
ROCKWELL AUTOMATION INC    (COM) ROK 548,000 3,631 0.39%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 538,000 2,045 0.38%
UNION PAC CORP    (COM) UNP 530,000 3,756 0.37%
ECOLAB INC    (COM) ECL 515,000 3,305 0.36%
PAYCHEX INC    (COM) PAYX 511,000 8,129 0.36%
DIAGEO P L C    (SPON ADR NEW) DEO 509,000 4,001 0.36%
O REILLY AUTOMOTIVE INC NEW    (COM) ORLY 502,000 1,668 0.35%
ISHARES TR    (SHORT TREAS BD) SHV 465,000 4,186 0.33%
BLACKROCK INC    (COM) BLK 406,000 922 0.29%
MASTERCARD INC    (CL A) MA 402,000 1,664 0.28%
VANECK VECTORS ETF TR    (FALLEN ANGEL HG) 400,000 15,795 0.28%
UNITED TECHNOLOGIES CORP    (COM) UTX 399,000 4,226 0.28%
CONTRAFECT CORP    (COM NEW) 397,000 69,000 0.28%
FISERV INC    (COM) FISV 396,000 4,174 0.28%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 385,000 6,916 0.27%
NETFLIX INC    (COM) NFLX 380,000 1,012 0.27%
NVIDIA CORP    (COM) NVDA 362,000 1,374 0.25%
CROWN CASTLE INTL CORP NEW    (COM) CCI 345,000 2,390 0.24%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 343,000 3,873 0.24%
3M CO    (COM) MMM 333,000 2,443 0.23%
DOMINION ENERGY INC    (COM) D 329,000 4,552 0.23%
AIR PRODS & CHEMS INC    (COM) APD 322,000 1,614 0.23%
PAYPAL HLDGS INC    (COM) PYPL 293,000 3,062 0.20%
REALTY INCOME CORP    (COM) O 277,000 5,565 0.19%
WEC ENERGY GROUP INC    (COM) 254,000 2,877 0.18%
INVESCO EXCHANGE-TRADED FD T    (S&P MIDCP LOW) 251,000 6,300 0.17%
DUKE ENERGY CORP NEW    (COM NEW) DUK 248,000 3,069 0.17%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 247,000 2,833 0.17%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 238,000 1,125 0.17%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 231,000 2,550 0.16%
EVERSOURCE ENERGY    (COM) ES 230,000 2,946 0.16%
AKAMAI TECHNOLOGIES INC    (COM) AKAM 202,000 2,208 0.14%
WALMART INC    (COM) WMT 201,000 1,771 0.14%
MGIC INVT CORP WIS    (COM) MTG 171,000 26,939 0.12%
COHEN & STEERS QUALITY INCOM    (COM) RQI 149,000 16,523 0.10%
CERECOR INC    (COM) 103,000 41,334 0.07%
REEDS INC    (COM) REED 12,000 25,000 0.00%
Total Value As 2020-03-31: 139,613,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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