Maria Elena Stratton › Form 700
Maria Elena Stratton: 2024 Annual statement
- Annual 2024
- Judge, Court of Appeal, Second District · due 2025-03-03
- Filed
- 2025-03-03 · signed 03/03/2025 05:05 AM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (31 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 180
| Name | Business | Value | |
|---|---|---|---|
| 2023 ETF SER TR Brandes Intl ETF | Exchange Traded Fund · Exchange Traded Fund | $2,000–$10,000 acquired 2024-05-15 | |
| Abb Ltd Spons Ads | Electrical engineering | $2,000–$10,000 acquired 2024-05-28 | |
| Abbott Labs | Pharmaceuticals | $10,001–$100,000 | |
| Acuity Brands Inc | Lighting and Building Management | $2,000–$10,000 acquired 2024-01-17 | |
| Adobe Sys Inc. | Computer Software Company | $10,001–$100,000 disposed 2024-04-28 | |
| Aena | Airport Parking and Travel Services | $2,000–$10,000 | |
| Air Liquide ADR | French Industrial Gas Producer | $2,000–$10,000 | |
| Akzo Nobel NV Sponsored ADR New | Paint and Coatings | $2,000–$10,000 disposed 2024-04-29 | |
| Allison Transmission Hldgs Inc | Transmission Manufacturing | $10,001–$100,000 | |
| Alphabet Inc Class A | Technology Conglomerate Holding Company | $10,001–$100,000 | |
| Alstom ADR | Transportation Technology Supplier | $2,000–$10,000 disposed 2024-04-29 | |
| Altria Group Inc. | International Consulitng Company | $10,001–$100,000 | |
| Amadeus IT HLDG SA ADS | Travel Platform and Technology Services | $2,000–$10,000 disposed 2024-04-29 | |
| Amazon Com Inc | Multinational Technology Company and Retailer | $10,001–$100,000 | |
| AMDOCS Ltd | Technology management | $10,001–$100,000 disposed 2024-01-17 | |
| American Express Co. | Financial Services | $2,000–$10,000 acquired 2024-01-17 | |
| Amgen | Pharmaceuticals | $10,001–$100,000 | |
| Apple Inc. | Multinational Technology Company | $10,001–$100,000 | |
| Applied Materials Inc. | Software Manufacturing for Semiconductor and Solar | $2,000–$10,000 acquired 2024-05-28 disposed 2024-12-02 | |
| Arch Capital Group Ltd | Insurance | $2,000–$10,000 acquired 2024-01-17 disposed 2024-11-08 | |
| Archer Daniels Midland Co. | Human and Animal Nutrition Products | $10,001–$100,000 disposed 2024-05-28 | |
| Astrazeneca PLC Sponsored ADR | Pharmaceuticals | $2,000–$10,000 disposed 2024-04-29 | |
| Autonation Inc | Automobiles, Parts, and Accessories | $10,001–$100,000 | |
| AXA SA Spons ADR | French Multinational Insurance Company | $2,000–$10,000 disposed 2024-04-29 | |
| Axis Capital Holdings Ltd | Risk Transfer Products | $2,000–$10,000 acquired 2024-05-28 disposed 2024-11-08 | |
| Barclays PLC ADR ISIN | Financial Services | $2,000–$10,000 | |
| Berkshire Hathaway Inc Del Class B New | Financial, Investment and Real Estate Services | $10,001–$100,000 | |
| Block H & R Inc. Com | Tax Preparation | $2,000–$10,000 acquired 2024-05-28 | |
| Boyd Gaming Corp | Casino, Gaming and Hospitality Company | $10,001–$100,000 | |
| BP PLC Spons ADR | British Oil and Gas Company | $2,000–$10,000 | |
| Brixmor PPTY Group Inc | Commercial Space Leasing | $10,001–$100,000 disposed 2024-01-17 | |
| Broadcom Inc. | Global Technology Developer | $10,001–$100,000 | |
| Builders Firstsource Inc. | Supplier of Building Products and Components | $10,001–$100,000 | |
| Capital Group Fixed Income ETF TR Core Plus income | Exchange Traded Fund · Exchange Traded Fund | $10,001–$100,000 acquired 2024-05-14 | |
| Capital Group Growth ETF Creation Unit | Exchange Traded Fund · Exchange Traded Fund | $10,001–$100,000 acquired 2024-04-15 | |
| Capital Group Intl Focus Equity ETF SHS Creation Unit | Exchange Traded Fund · Exchange Traded Fund | $2,000–$10,000 acquired 2024-05-15 | |
| Capital One Finl Corp | Financial Services | $10,001–$100,000 | |
| Caterpillar Ins. | Construction Equipment Manufacturing | $10,001–$100,000 | |
| CBRE Group Inc Class A | Real Estates Services | $10,001–$100,000 disposed 2024-01-17 | |
| Centene Corp Del Com | Managed Healthcare Services | $2,000–$10,000 acquired 2024-05-28 disposed 2024-12-02 | |
| Chubb Ltd | Insurance | $2,000–$10,000 acquired 2024-01-04 disposed 2024-11-08 | |
| Chugai Pharmac SHS Unsponsored American Receipt | Pharmaceuticals | $2,000–$10,000 acquired 2024-05-28 | |
| Cigna Corp New | Healthcare and Insurance | $10,001–$100,000 | |
| Cisco Sys Inc | Global Technology and Cloud Management | $10,001–$100,000 | |
| Cognizant Technology Solutions Corp Class A | Consulting, Technology and Business process Services | $10,001–$100,000 | |
| Comcast Corp New Class A | Telecommunications and Media Conglomerate | $10,001–$100,000 | |
| Compass Group PLC Sponsored ADRE New June 2017**** | British Food Service Company | $2,000–$10,000 | |
| ConocoPhillips | Oil and Gas | $2,000–$10,000 disposed 2024-01-17 | |
| Costco Wholesale Corp New Com | Retail Grocery | $10,001–$100,000 | |
| CVS Health Corp Com | Pharmaceuticals | $2,000–$10,000 acquired 2024-05-28 disposed 2024-12-02 | |
| D R Horton Inc | Home Construction | $10,001–$100,000 | |
| Danone Sponsored ADR | Food and Beverage Company | $2,000–$10,000 disposed 2024-04-29 | |
| Delta Airlines | Transportation | $10,001–$100,000 | |
| Deutsche Telekom AG Sponsored ADR | German Telecommunications Company | $2,000–$10,000 | |
| Discover Finl Svcs | Financial Services | $10,001–$100,000 | |
| Dollar Tree Inc. | Discount Retailer | $10,001–$100,000 disposed 2024-01-17 | |
| Enel Societa Per Azioni ADR | Electric Utility Company | $2,000–$10,000 | |
| Essilor Intl S A Sponsored ADR | Eye Lenses | $2,000–$10,000 acquired 2024-04-29 disposed 2024-05-28 | |
| Exxon Mobil Corp | Oil and Gas Production | $10,001–$100,000 | |
| Fanuc Corporation | Robotic and Automation Services | $2,000–$10,000 disposed 2024-04-29 | |
| First Citizens Bancshares Inc. | Financial Services | $2,000–$10,000 acquired 2024-01-17 | |
| First Tr Exchange Traded Fund III First TR PFD Secs & Income | Exchange Traded Fund · Exchange Traded Fund | $10,001–$100,000 acquired 2024-01-17 | |
| Fiserv Inc | Wealth Planning Services | $10,001–$100,000 disposed 2024-05-28 | |
| General Motors Co. | Automotive Manufacturing | $2,000–$10,000 acquired 2024-01-17 | |
| Gilead Sciences Inc Com | Pharmaceuticals | $10,001–$100,000 disposed 2024-05-28 | |
| GNMA GTD REMIC PASS Thru SECS 2021-127 REMIC | Asset Backed Securities · Securities | $2,000–$10,000 | |
| Go Daddy Inc Class A | Domain Registration and Other Online Services | $2,000–$10,000 acquired 2024-12-02 | |
| Goldman Sachs Group Inc. | Investment Services | $2,000–$10,000 disposed 2024-01-17 | |
| Hartford FDS Exchange Traded TR Total Return Bd ETF | Exchange Traded Funds* · Exchange Traded Fund | $10,001–$100,000 | |
| Henkel AG & Co KGAA ADR Respstg PFD | Adhesives and sealant manufacturing | $2,000–$10,000 acquired 2024-04-29 disposed 2024-05-28 | |
| Hermes Intl SCA ADR | Manufacturer of French luxury goods | $2,000–$10,000 acquired 2024-04-29 | |
| Hewlett Packard Enterprise Co | Multinational Technology | $10,001–$100,000 | |
| HF Sinclair Corp | Fuel Energy Company | $2,000–$10,000 acquired 2024-01-17 disposed 2024-12-02 | |
| Hitachi Ltd ADR 10 Com New | Advanced Digital Solutions and Services | $2,000–$10,000 acquired 2024-04-29 | |
| Humana Inc. Com | Health Insurance | $10,001–$100,000 disposed 2024-05-28 | |
| Industria de Diseno Textil Inditex SA ADR | Multinational clothing company | $2,000–$10,000 acquired 2024-04-29 | |
| International Business Machines | Multinational Technology Company | $10,001–$100,000 | |
| Ishares Gold TR Ishares New Allocated Order | Exchange Traded Fund | $10,001–$100,000 acquired 2024-01-05 | |
| Ishares INc Core MSCI Emerging MKTS ETF | Exchange Traded Fund · Exchange Traded Fund | $10,001–$100,000 acquired 2024-04-29 | |
| Ishares Inc Emerging Mkts Equity Factor ETF | Exchange Traded Funds · Exchange Traded Fund | $10,001–$100,000 | |
| IShares TR Core US Aggregate BD ETF | Exchange Traded Funds · Exchange Traded Fund | $10,001–$100,000 | |
| Ishares TR Intl Equity Factor | Exchange Traded Fund · Exchange Traded Fund | $10,001–$100,000 acquired 2024-01-05 | |
| Ishares Tr Intl Sm Cap Multfactor | Exchange Traded Fund · Exchange Traded Fund | $10,001–$100,000 acquired 2024-01-05 | |
| Ishares Tr Ishares 0-3Month Treas BD ETF**** | Exchange Traded Fund · Exchange Traded Fund | $10,001–$100,000 acquired 2024-04-15 | |
| Ishares TR US Equity Factor ETF | Exchange Traded Fund · Exchange Traded Fund | $10,001–$100,000 acquired 2024-04-15 | |
| Ishares Tr US Sm Cap Multifactor ETF | Exchange Traded Fund · Exchange Traded Fund | $10,001–$100,000 acquired 2024-04-15 | |
| Jabil Inc. | Electronic Manufacturing | $10,001–$100,000 | |
| Johnson & Johnson | Pharmaceuticals | $10,001–$100,000 | |
| JPMorgan Chase & Co | Financial Services | $10,001–$100,000 | |
| KLA Corp | Semiconductor Manufacturing | $10,001–$100,000 | |
| Koninklijke Philips NV | Health Technology Company | $2,000–$10,000 | |
| Kroger Co | Grocery Retailer | $2,000–$10,000 acquired 2024-01-17 | |
| Lam Resh Corp | Semiconductor Equipment Supplier | $10,001–$100,000 | |
| Lowes Cos Inc | Home Improvement and Hardware Store Chain | $2,000–$10,000 disposed 2024-01-17 | |
| LPL Finl Holdgs Inc | Financial Services | $10,001–$100,000 disposed 2024-01-17 | |
| Manulife Finl Corp Com | Financial Services | $2,000–$10,000 acquired 2024-05-28 | |
| Marathon Pete Corp Com | Petroleum Refining | $10,001–$100,000 | |
| Mastercard Inc. Class A | Financial Services | $10,001–$100,000 | |
| McDonalds Corp | Fast Food Franchiser | $10,001–$100,000 disposed 2024-01-17 | |
| Merck & Co. Inc. New Com | PHarmaceuticals | $2,000–$10,000 acquired 2024-12-02 | |
| Meta Platforms Inc Class A | Multinational Technology Conglomerate | $10,001–$100,000 | |
| Metlife Inc. Com | Insurance | $2,000–$10,000 acquired 2024-05-28 | |
| MGIC INVT Corp | Insurance | $2,000–$10,000 acquired 2024-05-28 | |
| Microchip Technology Inc | Microcontroller and Mixed-Signal Supplier | $10,001–$100,000 disposed 2024-05-28 | |
| Microsoft Corp | Multinational Technology Developer | $10,001–$100,000 | |
| Molson Coors Beverage Co Class B | Multinational Drink and Brewing Company | $10,001–$100,000 | |
| Monolithic Power Systems Inc. Com | Energy Power Management Solutions | $2,000–$10,000 acquired 2024-12-02 | |
| MS&AD Ins Group Holdings ADR | Insurance | $2,000–$10,000 acquired 2024-04-29 disposed 2024-05-28 | |
| Murata Mfg Co Ltd ADR | Jewelry Manufacturer | $2,000–$10,000 disposed 2024-04-29 | |
| Novartis Ag Sponsored ADR | Pharmaceutical Company | $2,000–$10,000 acquired 2024-05-28 | |
| Novo Nordisk AS ADR | Pharmaceuticals | $2,000–$10,000 acquired 2024-05-28 | |
| NRG Energy Inc. Com New | Residential Energy Provider | $2,000–$10,000 acquired 2024-05-28 | |
| Nucor Corp | Steel Manufacturing | $10,001–$100,000 | |
| Nvidia Corp | Computer Manufacturing | $10,001–$100,000 acquired 2024-01-17 | |
| Old Rep Intl Corp | Theatre | $10,001–$100,000 | |
| Olin Energy Inc. Com New | Oil and Gas | $10,001–$100,000 disposed 2024-05-28 | |
| Olympus Corp Spons ADR | Educational Platforms | $2,000–$10,000 | |
| On Semiconductor Corp | Semiconductor Production | $10,001–$100,000 disposed 2024-05-28 | |
| Oracle Corp | Multinational Computer Technology | $10,001–$100,000 disposed 2024-01-17 | |
| O'Reilly Automotive Inc. New | Auto Parts Retailer | $10,001–$100,000 disposed 2024-01-17 | |
| Panasonic Corp CDA SHS Isin | Automotive and Avionic system manufacturing | $2,000–$10,000 acquired 2024-05-28 | |
| Pernod Ricard S A Sponsored ADR | Beverage Manufacturer | $2,000–$10,000 disposed 2024-04-29 | |
| Pimco Equit Ser Rafi Dynamic Multi-Factor Emerging Mkts Equity*** | Exchange Traded Fund · Exchange Traded Fund | $10,001–$100,000 acquired 2024-04-29 | |
| Pimco Equity Ser Rafi Dynamic Multi-Factor Emerging Mkts Equity | Exchange Traded Funds · Exchange Traded Funds | $10,001–$100,000 | |
| Pimco Equity Ser Rafi Dynamic Multi-Factor Emerging Mkts EQuity EFT | Exchange Traded Fund · Exchange Traded Fund | $2,000–$10,000 acquired 2024-01-03 | |
| Pimco Equity Ser Rafi Dynamic Multi-Factor Intl Equity ETF | Exchange Traded Fund · Exchange Traded Fund | $10,001–$100,000 acquired 2024-01-17 | |
| Pimco ETF TR Active BD ETF | Exchange Tranded Fund · Exchange Traded Fund | $10,001–$100,000 acquired 2024-05-14 | |
| Power Corp CDA SHS | Financial Services Holding Company | $2,000–$10,000 acquired 2024-04-29 | |
| Proctor & Gamble | Multinational Consumer Goods Corporation | $10,001–$100,000 disposed 2024-01-17 | |
| Prudential PLC ADR | Insurance | $2,000–$10,000 disposed 2024-04-29 | |
| Public Svc Enterprise Group Inc | Gas, Electric, and Transportation Services | $10,001–$100,000 disposed 2024-05-28 | |
| Pultegroup Inc. | Home Builder | $2,000–$10,000 acquired 2024-01-17 | |
| PVH Corp | Clothing Company | $2,000–$10,000 acquired 2024-05-28 disposed 2024-12-02 | |
| Qualcomm | Manufacturing of semiconductors, wireless technology | $10,001–$100,000 acquired 2024-12-02 | |
| Reckitt Benckiser PLC Sponsored ADR | British Consumer Goods Retailer | $2,000–$10,000 disposed 2024-04-29 | |
| Regeneron Pharmaceuticals | Pharmaceuticals | $10,001–$100,000 | |
| Reliance Stl & Alum Co. | Steel Manufacturer | $10,001–$100,000 | |
| Relx PLC Sponsored ADR | Electronic Vaporizer Manufacturer | $2,000–$10,000 | |
| Roche Holdgs Ltd Sponsored ADR ISIN**** | Pharmaceuticals | $2,000–$10,000 | |
| Rolls Royce Hldgs PLC Spons ADR ISIN | British Multinational Aerospace and Defense Company | $2,000–$10,000 | |
| Rwe AG Sponsored ADR | German Multinational Energy Producer | $2,000–$10,000 disposed 2024-04-29 | |
| Ryanair HLDGS PLC Sponsored ADR New | Discount Airline Transportation | $2,000–$10,000 | |
| Salesforce Inc | Cloud-Based Software Company | $10,001–$100,000 | |
| Sanofi Spons ADR | Pharmaceuticals | $2,000–$10,000 disposed 2024-04-29 | |
| SAP SE Sponsored ADR | German Software Company | $2,000–$10,000 | |
| Schwab Strategic TR US TIPS ETF | Exchange Traded Funds · Exchange Traded Fund | $10,001–$100,000 | |
| Science Applications Intl Corp New | Technology Services for Cloud, Space, Cyber | $10,001–$100,000 | |
| Shell PLC Sponsored ADR Repstg Ord SH | Multinational oil and gas company | $2,000–$10,000 acquired 2024-05-28 | |
| Shimano SHS Unsponsored AR 1/10 SH ** | Japanese Fishing Gear and Biking Company | $2,000–$10,000 | |
| Shin Etsu Chem Co Ltd ADR | Chemical Company | $2,000–$10,000 acquired 2024-04-29 | |
| Simon PPTY Group Inc. New Com | Real Estate Investment Trust | $10,001–$100,000 | |
| Snap On Inc | Tool Manufacturer | $10,001–$100,000 | |
| SPDR Ser TR Portfolio S&P 600 Small Cap EFT | Exchange Traded Funds · Exchange Traded Funds | $10,001–$100,000 acquired 2024-04-15 | |
| Standard Chartered ADR | Financial Services | $2,000–$10,000 acquired 2024-04-29 | |
| Stifel Finl Corp | Financial Services | $2,000–$10,000 acquired 2024-01-17 | |
| Subaru Corp | Automotive Manufacturing | $10,001–$100,000 acquired 2024-04-29 | |
| Synchrony Finl | Financial Services | $2,000–$10,000 acquired 2024-01-17 | |
| Synopsys Inc. | Software services | $2,000–$10,000 acquired 2024-01-17 disposed 2024-12-02 | |
| Taiwan Semiconductor MFG CO Sponsored ADR | Semiconductor Manufacturer | $2,000–$10,000 | |
| Takeda Pharmaceutical Co Ltd Sponsored ADR | Pharmaceuticals | $2,000–$10,000 disposed 2024-04-29 | |
| T-Mobile | Telecommunications | $2,000–$10,000 acquired 2024-01-17 | |
| Tokio Marine Hldgs Inc ADR | Multinational Insurance Holding Company | $2,000–$10,000 acquired 2024-05-28 | |
| Toll Bros. Inc | Home Builder | $2,000–$10,000 acquired 2024-01-17 | |
| Total Energies SE Spons ADR | Global Integrated Energy Company | $2,000–$10,000 acquired 2024-04-29 | |
| Truist Finl Corp | Financial Services | $10,001–$100,000 disposed 2024-01-17 | |
| Unicredit Spa ADR New 2017 ISIN | Financial Services | $2,000–$10,000 | |
| Unilever PL Spon ADR NEW | British Consumer Goods Retailer | $2,000–$10,000 disposed 2024-04-29 | |
| United Parcel Svc Inc Cl B | Package Delivery Services | $10,001–$100,000 disposed 2024-01-17 | |
| United Therapeutics Corp Del Com | Biotech Company | $10,001–$100,000 | |
| UnitedHealth Group Inc. | Multinational health insurance and services | $10,001–$100,000 | |
| Vanguard BD Index FDS Vanguard Total Bd Market ETF | Exchange Traded Funds · Exchange Traded Fund | $10,001–$100,000 | |
| Vanguard Index FDS Vanguard Total STK MKT ETF | Exchange Traded Fund · Exchange Traded Fund | $10,001–$100,000 acquired 2024-04-15 | |
| Vanguard Whitehall FDS High Dividend Yield ETF SHS | Exchange Traded Funds · Exchange Traded Fund | $10,001–$100,000 | |
| Vanguard Whitehall FDS Intl High Divid Yield ETF FD | Exchange Traded Funds · Exchange Traded Fund | $10,001–$100,000 | |
| Verizon Communications Inc | Telecommunications | $10,001–$100,000 | |
| Vistra Corp | Electricity Generator and Retailer | $10,001–$100,000 | |
| Walmart | Retailing | $10,001–$100,000 | |
| Williams Sonoma Inc | Cookware, Appliance, and Home Furnishings Retailer | $10,001–$100,000 | |
| Wisdom Tree Tr Emerging MKTS High Yield Divid EFT | Exchange Traded Funds · Exchange Traded Fund | $10,001–$100,000 | |
| Wisdom Tree TR US Multifactor FD | Exchange Traded Fund · Exchange Traded Fund | $2,000–$10,000 acquired 2024-04-15 |