RESOURCES MANAGEMENT CORP /CT/ /ADV

13F Filings History

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$687M
Signature - Title
William Herlihy - Chief Compliance Officer
Location
West Hartford, CT
Summary
This page shows a list of all the recent 13F filings made by RESOURCES MANAGEMENT CORP /CT/ /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RESOURCES MANAGEMENT CORP /CT/ /ADV reported 417 stock holdings with total value $687M as of Q2 2024. Top holdings included AAPL, MSFT, JPM, APH, and MCD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 417 $687M +$31.9M -$12M +$19.8M AAPL, MSFT, JPM, APH, MCD 13F-HR 8/14/2024, 03:21 PM
Q1 2024 424 $684M +$10.1M -$48.7M -$38.6M MSFT, AAPL, JPM, APH, MCD 13F-HR 5/15/2024, 11:38 AM
Q4 2023 438 $673M +$7.87M -$16.1M -$8.27M AAPL, MSFT, JPM, MCD, APH Restatement 2/14/2024, 02:19 PM
Q3 2023 435 $614M +$13M -$11.3M +$1.77M AAPL, MSFT, JPM, MCD, APH 13F-HR 11/16/2023, 01:23 PM
Q2 2023 438 $641M +$51.7M -$142M -$90.1M AAPL, MSFT, MCD, JPM, NEE 13F-HR 8/16/2023, 03:10 PM
Q1 2023 467 $174M $0 $0 ABBV, ZBRA, BR, CGSYQ, XLI 13F-HR 5/11/2023, 09:08 AM
Q4 2022 443 $633M +$10.2M -$13.6M -$3.43M AAPL, MSFT, NEE, MCD, JPM 13F-HR 2/8/2023, 12:19 PM
Q3 2022 473 $580M +$24.6M -$24.1M +$516K AAPL, MSFT, NEE, MCD, JNJ 13F-HR 11/15/2022, 03:00 PM
Q2 2022 498 $619M +$11.3M -$9.91M +$1.43M AAPL, MSFT, NEE, MCD, JNJ 13F-HR 8/10/2022, 04:42 PM
Q1 2022 489 $716M +$7.69M -$17.5M -$9.78M AAPL, MSFT, NEE, JPM, MCD 13F-HR 5/19/2022, 08:44 PM
Q4 2021 500 $768M +$10.9M -$21.7M -$10.8M AAPL, MSFT, NEE, JPM, ACN 13F-HR 2/4/2022, 08:41 AM
Q3 2021 477 $696M +$13.8M -$39M -$25.2M AAPL, MSFT, JPM, NEE, MCD 13F-HR 11/12/2021, 11:02 AM
Q2 2021 484 $712M +$34.4M -$20.6M +$13.8M AAPL, MSFT, JPM, NEE, MCD 13F-HR 8/10/2021, 04:34 PM
Q1 2021 492 $661M +$23M -$11.2M +$11.9M AAPL, MSFT, JPM, NEE, MCD 13F-HR 5/13/2021, 12:48 PM
Q4 2020 479 $622M +$28.6M -$14.8M +$13.8M AAPL, MSFT, NEE, JPM, MCD 13F-HR 2/16/2021, 08:37 AM
Q3 2020 435 $554M +$36.8M -$14.4M +$22.4M AAPL, MSFT, NEE, MCD, HD 13F-HR 11/12/2020, 04:06 PM
Q2 2020 470 $523M +$15.2M -$12.1M +$3.13M AAPL, MSFT, NEE, MCD, HD 13F-HR 8/11/2020, 10:18 AM
Q1 2020 482 $448M +$11.4M -$18M -$6.59M MSFT, AAPL, NEE, JPM, MCD 13F-HR 5/4/2020, 04:01 PM
Q4 2019 455 $577M +$11.2M -$15.3M -$4.15M AAPL, MSFT, JPM, NEE, MCD 13F-HR 2/13/2020, 12:15 PM
Q3 2019 502 $541M $0 $0 MSFT, AAPL, JPM, MCD, NEE 13F-HR 12/4/2019, 02:22 PM
Q4 2018 492 $449M +$7.42M -$36.7M -$29.3M MSFT, JPM, MCD, JNJ, AAPL 13F-HR 2/21/2019, 03:58 PM
Q3 2018 448 $523M $0 $0 WFC, AAPL, JPM, MSFT, JNJ 13F-HR 11/15/2018, 01:53 PM