13F-HR filed by STUART INVESTMENT ADVISORS, INC.
STUART INVESTMENT ADVISORS, INC. filed this 13F-HR for the quarter ended 2021-12-31, filed 2022-02-15, with 27 holding rows worth $137,759,000.
- Accession
- 0001910180-22-000001
- Filer
- CIK 1910180
- Filed
- 2022-02-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2021
A holdings report, 27 entries on the cover page, a total value of $137,759,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $137,759,000 with VALUE read as thousands by filing date, 13F file number 028-22190. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 263,844 | $63,702,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 58,365 | $25,480,000 | thousands by filing date | |
| iShares Gold Trust | 464285204 | COM | 631,194 | $21,972,000 | thousands by filing date | |
| VANGUARD STAR FDS | 921909768 | COM | 157,436 | $10,008,000 | thousands by filing date | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 21,809 | $5,553,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 12,180 | $2,163,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 338 | $1,127,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 2,760 | $928,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 12,928 | $791,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,158 | $645,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 2,268 | $559,000 | thousands by filing date | |
| ConocoPhillips | 20825C104 | COM | 5,617 | $405,000 | thousands by filing date | |
| Applied Materials,Inc. | 038222105 | COM | 2,400 | $378,000 | thousands by filing date | |
| VGT | 92204A702 | SHS | 820 | $376,000 | thousands by filing date | |
| Qualcomm Incorporated | 747525103 | COM | 2,000 | $366,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 2,076 | $355,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 2,150 | $333,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 5,238 | $321,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 770 | $320,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 1,740 | $309,000 | thousands by filing date | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 971 | $289,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 1,520 | $264,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 2,072 | $243,000 | thousands by filing date | |
| NIKE,Inc. Class B | 654106103 | COM | 1,380 | $230,000 | thousands by filing date | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 609 | $228,000 | thousands by filing date | |
| PHILLIPS 66 COM | 718546104 | Stock | 2,863 | $207,000 | thousands by filing date | |
| GENERAL MILLS INC COM | 370334104 | Stock | 3,071 | $207,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001910180-22-000001 | this filing | 2022-02-15 | acceptance time not in the bulk data set |