The Analysis of Rice Partnership, LLC's Holdings

Currently, Rice Partnership, LLC holds 175 types of securities in its portfolio with a total value $739.6M. In the most recent quarter, they have increased their positions in N/A (+40.0K shares, valued at $12.5M), DXJ (+75.7K shares, valued at $10.9M), N/A (+73.9K shares, valued at $6.9M); decreased their positions in MSI (-14.8K shares, valued at $5.7M), EWQ (-117.1K shares, valued at $5.3M), N/A (-30.4K shares, valued at $4.0M); initiated new positions in N/A (+73.9K shares, valued at $6.9M), APP (+6.8K shares, valued at $4.6M), IBM (+11.2K shares, valued at $3.3M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPIB J P MORGAN EXCHANGE TRADED F1.4M shares8.78%2025-12-312026-02-10

GLD SPDR GOLD TR137.3K shares-3.88%2025-12-312026-02-10

AAPL APPLE INC186.6K shares3.30%2025-12-312026-02-10

MSFT MICROSOFT CORP69.0K shares1.41%2025-12-312026-02-10

INDA ISHARES TR604.9K shares5.56%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.99.5K shares-8.90%2025-12-312026-02-10

EWG ISHARES INC718.2K shares9.81%2025-12-312026-02-10

ALPHABET INC ALPHABET INC90.5K shares79.40%2025-12-312026-02-10

Sponsored

NVDA NVIDIA CORPORATION150.8K shares1.34%2025-12-312026-02-10

DXJ WISDOMTREE TR182.9K shares70.56%2025-12-312026-02-10

AMZN AMAZON COM INC110.0K shares18.15%2025-12-312026-02-10

LLY ELI LILLY & CO20.0K shares12.16%2025-12-312026-02-10

AXP AMERICAN EXPRESS CO50.6K shares6.13%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL35.2K shares-8.06%2025-12-312026-02-10

IWB ISHARES TR45.0K shares-2.21%2025-12-312026-02-10

MU MICRON TECHNOLOGY INC55.7K shares0.35%2025-12-312026-02-10

Sponsored

RTX RTX CORPORATION80.2K shares-11.92%2025-12-312026-02-10

IJH ISHARES TR165.6K shares9.55%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW12.0K shares1.59%2025-12-312026-02-10

EATON CORP PLC EATON CORP PLC32.5K shares-12.34%2025-12-312026-02-10

BROADCOM INC BROADCOM INC27.7K shares46.57%2025-12-312026-02-10

DHR DANAHER CORPORATION38.2K shares42.73%2025-12-312026-02-10

GEV GE VERNOVA INC11.8K shares-23.98%2025-12-312026-02-10

EWL ISHARES INC126.5K shares3.86%2025-12-312026-02-10

Sponsored

LINDE PLC LINDE PLC17.7K shares-2.50%2025-12-312026-02-10

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F73.9K sharesnew addition2025-12-312026-02-10

SPIB SPDR SERIES TRUST199.5K shares36.39%2025-12-312026-02-10

HLT HILTON WORLDWIDE HLDGS INC23.1K shares13.47%2025-12-312026-02-10

META META PLATFORMS INC9.4K shares-36.30%2025-12-312026-02-10

ARISTA NETWORKS INC ARISTA NETWORKS INC47.3K shares-39.15%2025-12-312026-02-10

ALPHABET INC ALPHABET INC19.4K shares-1.86%2025-12-312026-02-10

KO COCA COLA CO86.3K shares-20.28%2025-12-312026-02-10

Sponsored

NFLX NETFLIX INC63.4K shares419.16%2025-12-312026-02-10

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO116.2K shares-1.80%2025-12-312026-02-10

USB US BANCORP DEL97.6K shares0.00%2025-12-312026-02-10

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW41.5K shares35.34%2025-12-312026-02-10

APP APPLOVIN CORP6.8K sharesnew addition2025-12-312026-02-10

DGX QUEST DIAGNOSTICS INC24.5K shares12.29%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR5.5K shares9.14%2025-12-312026-02-10

HD HOME DEPOT INC10.5K shares-50.21%2025-12-312026-02-10

Sponsored

IBM INTERNATIONAL BUSINESS MACHS11.2K sharesnew addition2025-12-312026-02-10

MCD MCDONALDS CORP9.3K shares-55.44%2025-12-312026-02-10

TSLA TESLA INC6.0K shares0.00%2025-12-312026-02-10

CEG CONSTELLATION ENERGY CORP7.5K shares671.03%2025-12-312026-02-10

TJX TJX COS INC NEW16.6K sharesnew addition2025-12-312026-02-10

CAT CATERPILLAR INC3.9K shares3.24%2025-12-312026-02-10

ABT ABBOTT LABS16.7K shares0.47%2025-12-312026-02-10

WMT WALMART INC18.1K shares2.03%2025-12-312026-02-10

Sponsored

PG PROCTER AND GAMBLE CO13.8K shares-0.16%2025-12-312026-02-10

VTI VANGUARD INDEX FDS5.5K shares0.00%2025-12-312026-02-10

CVX CHEVRON CORP NEW11.3K shares0.63%2025-12-312026-02-10

NEE NEXTERA ENERGY INC21.5K shares0.36%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON8.1K shares-0.11%2025-12-312026-02-10

FCX FREEPORT-MCMORAN INC32.3K sharesnew addition2025-12-312026-02-10

AFL AFLAC INC14.2K shares-1.65%2025-12-312026-02-10

MATX MATSON INC12.2K shares0.00%2025-12-312026-02-10

Sponsored

RVTY REVVITY INC15.1K shares0.00%2025-12-312026-02-10

MSI MOTOROLA SOLUTIONS INC3.8K shares-79.52%2025-12-312026-02-10

CSCO CISCO SYS INC17.4K shares-1.27%2025-12-312026-02-10

IWF ISHARES TR2.7K shares14.30%2025-12-312026-02-10

UPS UNITED PARCEL SERVICE INC10.4K shares0.00%2025-12-312026-02-10

LMT LOCKHEED MARTIN CORP2.1K shares-0.42%2025-12-312026-02-10

OMC OMNICOM GROUP INC12.0K shares-0.22%2025-12-312026-02-10

VEA VANGUARD TAX-MANAGED FDS15.4K shares-4.71%2025-12-312026-02-10

Sponsored

EWQ ISHARES INC20.0K shares-85.39%2025-12-312026-02-10

XOM EXXON MOBIL CORP7.2K shares2.19%2025-12-312026-02-10

IWD ISHARES TR4.0K shares20.96%2025-12-312026-02-10

V VISA INC2.3K shares1.10%2025-12-312026-02-10

MA MASTERCARD INCORPORATED1.4K shares0.00%2025-12-312026-02-10

BAC BANK AMERICA CORP13.8K shares72.18%2025-12-312026-02-10

PLD PROLOGIS INC.5.8K shares1.69%2025-12-312026-02-10

INTC INTEL CORP19.9K shares0.00%2025-12-312026-02-10

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.2K shares0.00%2025-12-312026-02-10

PHYS SPROTT ASSET MANAGEMENT LP18.5K shares0.00%2025-12-312026-02-10

FTV FORTIVE CORP10.5K shares0.00%2025-12-312026-02-10

PEP PEPSICO INC4.0K shares-1.05%2025-12-312026-02-10

MTD METTLER TOLEDO INTERNATIONAL360 shares0.00%2025-12-312026-02-10

XLK SELECT SECTOR SPDR TR3.5K shares120.53%2025-12-312026-02-10

SRE SEMPRA5.7K shares0.00%2025-12-312026-02-10

IMTB ISHARES TR10.9K shares18.39%2025-12-312026-02-10

Sponsored

ABBV ABBVIE INC2.0K shares8.03%2025-12-312026-02-10

ESGV VANGUARD WORLD FD3.5K shares3.44%2025-12-312026-02-10

SPBO SPDR SERIES TRUST13.4K shares0.00%2025-12-312026-02-10

AMGN AMGEN INC1.2K shares2.16%2025-12-312026-02-10

HON HONEYWELL INTL INC2.0K shares0.00%2025-12-312026-02-10

BK BANK NEW YORK MELLON CORP3.2K shares0.00%2025-12-312026-02-10

AXON AXON ENTERPRISE INC600 shares0.00%2025-12-312026-02-10

WAT WATERS CORP882 shares0.00%2025-12-312026-02-10

Sponsored

CSL CARLISLE COS INC964 shares0.00%2025-12-312026-02-10

DE DEERE & CO645 shares-0.31%2025-12-312026-02-10

SCHG SCHWAB STRATEGIC TR9.1K shares0.00%2025-12-312026-02-10

VLTO VERALTO CORP2.9K shares0.00%2025-12-312026-02-10

LDOS LEIDOS HOLDINGS INC1.6K shares0.00%2025-12-312026-02-10

ORCL ORACLE CORP1.4K shares-1.12%2025-12-312026-02-10

SOXX ISHARES TR902 shares0.00%2025-12-312026-02-10

OXY OCCIDENTAL PETE CORP6.6K shares1.54%2025-12-312026-02-10

Sponsored

FTNT FORTINET INC3.3K shares0.00%2025-12-312026-02-10

A AGILENT TECHNOLOGIES INC1.9K shares0.00%2025-12-312026-02-10

CPRT COPART INC6.5K shares0.00%2025-12-312026-02-10

LH LABCORP HOLDINGS INC1.0K shares0.00%2025-12-312026-02-10

AMAT APPLIED MATLS INC962 sharesnew addition2025-12-312026-02-10

ISTB ISHARES TR4.8K shares21.51%2025-12-312026-02-10

TLT ISHARES TR2.7K shares2.10%2025-12-312026-02-10

DIS DISNEY WALT CO1.9K shares0.00%2025-12-312026-02-10

Sponsored

IWY ISHARES TR790 shares0.00%2025-12-312026-02-10

ISRG INTUITIVE SURGICAL INC366 sharesnew addition2025-12-312026-02-10

AMD ADVANCED MICRO DEVICES INC965 sharesnew addition2025-12-312026-02-10

RBC RBC BEARINGS INC460 sharesnew addition2025-12-312026-02-10

ADI ANALOG DEVICES INC756 sharesnew addition2025-12-312026-02-10

VCR VANGUARD WORLD FD500 shares0.00%2025-12-312026-02-10

MBB ISHARES TR1.9K shares-1.12%2025-12-312026-02-10

EFA ISHARES TR1.9K shares-12.13%2025-12-312026-02-10

Sponsored

XLF SELECT SECTOR SPDR TR3.3K shares15.67%2025-12-312026-02-10

IWM ISHARES TR728 shares-3.96%2025-12-312026-02-10

EWA ISHARES INC6.8K shares-79.41%2025-12-312026-02-10

AGG ISHARES TR1.8K shares0.00%2025-12-312026-02-10

IWN ISHARES TR938 shares-2.29%2025-12-312026-02-10

VO VANGUARD INDEX FDS579 shares-2.69%2025-12-312026-02-10

SDY SPDR SERIES TRUST1.2K shares34.68%2025-12-312026-02-10

VHT VANGUARD WORLD FD548 shares0.00%2025-12-312026-02-10

Sponsored

IWO ISHARES TR456 shares-2.56%2025-12-312026-02-10

SCHD SCHWAB STRATEGIC TR5.2K shares-66.69%2025-12-312026-02-10

XLY SELECT SECTOR SPDR TR1.2K shares159.25%2025-12-312026-02-10

IJK ISHARES TR1.4K shares0.00%2025-12-312026-02-10

ITB ISHARES TR1.3K shares0.00%2025-12-312026-02-10

ESGD ISHARES TR1.2K shares39.23%2025-12-312026-02-10

IJJ ISHARES TR807 shares0.00%2025-12-312026-02-10

VUG VANGUARD INDEX FDS208 shares-8.77%2025-12-312026-02-10

Sponsored

XLC SELECT SECTOR SPDR TR797 shares242.06%2025-12-312026-02-10

SCHX SCHWAB STRATEGIC TR3.5K shares-50.08%2025-12-312026-02-10

IVW ISHARES TR722 shares-13.95%2025-12-312026-02-10

ITOT ISHARES TR587 shares0.00%2025-12-312026-02-10

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F1.3K shares752.00%2025-12-312026-02-10

SCHO SCHWAB STRATEGIC TR3.3K sharesnew addition2025-12-312026-02-10

IVE ISHARES TR375 shares-1.83%2025-12-312026-02-10

IVV ISHARES TR112 shares-23.29%2025-12-312026-02-10

Sponsored

IEFA ISHARES TR857 shares-4.78%2025-12-312026-02-10

VV VANGUARD INDEX FDS223 shares0.00%2025-12-312026-02-10

MUB ISHARES TR632 shares-11.85%2025-12-312026-02-10

EFV ISHARES TR934 shares-25.04%2025-12-312026-02-10

IJR ISHARES TR518 shares0.00%2025-12-312026-02-10

IJS ISHARES TR470 shares0.00%2025-12-312026-02-10

MGK VANGUARD WORLD FD129 shares-81.70%2025-12-312026-02-10

IGSB ISHARES TR979 shares-52.64%2025-12-312026-02-10

Sponsored

JMST J P MORGAN EXCHANGE TRADED F982 shares16.35%2025-12-312026-02-10

VNQ VANGUARD INDEX FDS551 shares-5.00%2025-12-312026-02-10

VGT VANGUARD WORLD FD60 shares0.00%2025-12-312026-02-10

VTV VANGUARD INDEX FDS206 shares-17.27%2025-12-312026-02-10

IDU ISHARES TR358 shares0.00%2025-12-312026-02-10

XLP SELECT SECTOR SPDR TR429 shares-6.33%2025-12-312026-02-10

IEF ISHARES TR325 shares-40.15%2025-12-312026-02-10

XLI SELECT SECTOR SPDR TR200 sharesnew addition2025-12-312026-02-10

Sponsored

EWC ISHARES INC571 shares0.00%2025-12-312026-02-10

ESGU ISHARES TR204 shares0.00%2025-12-312026-02-10

XSD SPDR SERIES TRUST90 shares0.00%2025-12-312026-02-10

EFG ISHARES TR250 shares-21.88%2025-12-312026-02-10

JEPI J P MORGAN EXCHANGE TRADED F449 shares124.50%2025-12-312026-02-10

DVY ISHARES TR175 shares0.00%2025-12-312026-02-10

IGF ISHARES TR400 sharesnew addition2025-12-312026-02-10

XLU SELECT SECTOR SPDR TR400 sharesnew addition2025-12-312026-02-10

Sponsored

FNDX SCHWAB STRATEGIC TR618 shares0.00%2025-12-312026-02-10

IGM ISHARES TR128 shares0.00%2025-12-312026-02-10

XLE SELECT SECTOR SPDR TR300 sharesnew addition2025-12-312026-02-10

XLV SELECT SECTOR SPDR TR81 shares0.00%2025-12-312026-02-10

VSGX VANGUARD WORLD FD162 shares710.00%2025-12-312026-02-10

QUAL ISHARES TR58 shares-50.43%2025-12-312026-02-10

XLRE SELECT SECTOR SPDR TR278 shares0.00%2025-12-312026-02-10

JPST J P MORGAN EXCHANGE TRADED F200 shares-31.51%2025-12-312026-02-10

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS14 shares16.67%2025-12-312026-02-10

VDE VANGUARD WORLD FD53 shares1.92%2025-12-312026-02-10

SPYG SPDR SERIES TRUST55 sharesnew addition2025-12-312026-02-10

IWP ISHARES TR13 shares-81.69%2025-12-312026-02-10

VB VANGUARD INDEX FDS5 shares0.00%2025-12-312026-02-10

INDY ISHARES TR22 shares-18.52%2025-12-312026-02-10

OXY.WS OCCIDENTAL PETE CORP55 shares27.91%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available