Amends an earlier statement
This is an amendment. The original stays on file; what changed is in the amendment itself.
What to check
- Compare with the original statement for the same year.
Elaine W. Mandel › Form 700
This is an amendment. The original stays on file; what changed is in the amendment itself.
| Name | Business | Value | |
|---|---|---|---|
| Citrix Sys Inc Fixed Rt Sr Nt 4.50% 12/1/2027 | Technology · Corporate Bond | $10,001–$100,000 | |
| Conagra Brands Inc 4.60% 11/1/2025 | Consumer, Non-cyclical · Corporate Bond | $10,001–$100,000 | |
| Enstar Group Ltd 3.10% 9/1/2031 | Financial · Corporate Bond | $10,001–$100,000 | |
| Expedia Inc Del Note Call Make Whole 5.00% 2/15/2026 | Communication Services · Corporate Bond | $10,001–$100,000 | |
| Ford Mtr Co DE 4.346% 12/8/2026 | Consumer Cyclical · Corporate Bond | $10,001–$100,000 | |
| Goldman Sachs Group Inc Fr 1.506% 6/10/2025 | Financial · Corporate Bond | $10,001–$100,000 | |
| Lennar Corp 4.75% 11/29/2027 | Consumer Cyclical · Corporate Bond | $10,001–$100,000 | |
| Bank of America Corp 5.1% 09/16/2036 Callable | Financial · Corporate Bond | $10,001–$100,000 acquired 2024-09-12 | |
| CSX Corp 6% 10/01/2036 | Industrial · Corporate Bond | $10,001–$100,000 acquired 2024-08-08 | |
| Apple Inc | Technology | $10,001–$100,000 | |
| BlackRock Inc | Financial | $10,001–$100,000 | |
| Berkshire Hathaway Inc Class B | Financial | $10,001–$100,000 | |
| Cincinnati Financial | Financial | $10,001–$100,000 | |
| Lowe's Companies Inc | Consumer Cyclical | $10,001–$100,000 | |
| Microsoft Corp | Technology | $10,001–$100,000 | |
| Norfolk Southern Corp | Industrial | $10,001–$100,000 | |
| Paychex Inc | Technology | $10,001–$100,000 | |
| APPLE INC. | Technology · Other - ETF | $10,001–$100,000 | |
| MICROSOFT CORPORATION | Technology · Other - ETF | $10,001–$100,000 | |
| AMAZON.COM, INC. | Consumer Discretionary · Other - ETF | $10,001–$100,000 | |
| BERKSHIRE HATHAWAY INC. | Financial · Other - ETF | $10,001–$100,000 | |
| UNITEDHEALTH GROUP INCORPORATED | Health Care · Other - ETF | $2,000–$10,000 | |
| TESLA, INC. | Consumer Discretionary · Other - ETF | $10,001–$100,000 | |
| THE HOME DEPOT, INC. | Consumer Discretionary · Other - ETF | $2,000–$10,000 | |
| Meta Platforms, Inc. | Communication Services · Other - ETF | $10,001–$100,000 | |
| JOHNSON & JOHNSON | Health Care · Other - ETF | $2,000–$10,000 | |
| NVIDIA CORPORATION | Technology · Other - ETF | $10,001–$100,000 | |
| EXXON MOBIL CORPORATION | Energy · Other - ETF | $2,000–$10,000 | |
| THE PROCTER & GAMBLE COMPANY | Consumer Staples · Other - ETF | $2,000–$10,000 | |
| JPMORGAN CHASE & CO. | Financial · Other - ETF | $2,000–$10,000 | |
| ALPHABET INC. | Communication Services · Other - ETF | $2,000–$10,000 | |
| ALPHABET INC. | Communication Services · Other - ETF | $2,000–$10,000 | |
| CHEVRON CORPORATION | Energy · Other - ETF | $2,000–$10,000 | |
| THERMO FISHER SCIENTIFIC INCORPORATED | Health Care · Other - ETF | $2,000–$10,000 | |
| BROADCOM INC. | Technology · Other - ETF | $10,001–$100,000 | |
| VISA INC. | Financial · Other - ETF | $2,000–$10,000 | |
| ELI LILLY AND COMPANY | Health Care · Other - ETF | $2,000–$10,000 | |
| ABBOTT LABORATORIES | Health Care · Other - ETF | $2,000–$10,000 | |
| PFIZER INC. | Health Care · Other - ETF | $2,000–$10,000 | |
| MASTERCARD INCORPORATED. | Financial · Other - ETF | $2,000–$10,000 | |
| ABBVIE INC. | Health Care · Other - ETF | $2,000–$10,000 | |
| THE WALT DISNEY COMPANY | Communication Services · Other - ETF | $2,000–$10,000 | |
| MERCK & CO., INC. | Health Care · Other - ETF | $2,000–$10,000 | |
| PEPSICO, INC. | Consumer Staples · Other - ETF | $2,000–$10,000 | |
| THE COCA-COLA COMPANY | Consumer Staples · Other - ETF | $2,000–$10,000 | |
| TEXAS INSTRUMENTS INCORPORATED | Technology · Other - ETF | $2,000–$10,000 | |
| MCDONALD'S CORPORATION | Consumer Discretionary · Other - ETF | $2,000–$10,000 | |
| COSTCO WHOLESALE CORPORATION | Consumer Staples · Other - ETF | $2,000–$10,000 | |
| BANK OF AMERICA CORPORATION | Financial · Other - ETF | $2,000–$10,000 | |
| NIKE, INC. | Consumer Discretionary · Other - ETF | $2,000–$10,000 | |
| THE CHARLES SCHWAB CORPORATION | Financial · Other - ETF | $2,000–$10,000 | |
| RTX CORPORATION | Industrial · Other - ETF | $2,000–$10,000 | |
| THE GOLDMAN SACHS GROUP, INC. | Financial · Other - ETF | $2,000–$10,000 | |
| QUALCOMM INCORPORATED | Technology · Other - ETF | $2,000–$10,000 | |
| LOWE'S COMPANIES, INC. | Consumer Discretionary · Other - ETF | $2,000–$10,000 | |
| CISCO SYSTEMS, INC. | Technology · Other - ETF | $2,000–$10,000 | |
| ADVANCED MICRO DEVICES, INC. | Technology · Other - ETF | $2,000–$10,000 | |
| STARBUCKS CORPORATION | Consumer Discretionary · Other - ETF | $2,000–$10,000 | |
| NEXTERA ENERGY, INC. | Utilities · Other - ETF | $2,000–$10,000 | |
| ADOBE INC. | Technology · Other - ETF | $2,000–$10,000 | |
| ACCENTURE PUBLIC LIMITED COMPANY | Technology · Other - ETF | $2,000–$10,000 | |
| MEDTRONIC PUBLIC LIMITED COMPANY | Health Care · Other - ETF | $2,000–$10,000 | |
| VERIZON COMMUNICATIONS INC. | Communication Services · Other - ETF | $2,000–$10,000 | |
| WELLS FARGO & COMPANY | Financial · Other - ETF | $2,000–$10,000 | |
| INTEL CORPORATION | Technology · Other - ETF | $2,000–$10,000 | |
| NETFLIX, INC. | Communication Services · Other - ETF | $2,000–$10,000 | |
| T-MOBILE US, INC. | Communication Services · Other - ETF | $2,000–$10,000 | |
| AMGEN INC. | Health Care · Other - ETF | $2,000–$10,000 | |
| SALESFORCE, INC. | Technology · Other - ETF | $2,000–$10,000 | |
| THE TJX COMPANIES, INC. | Consumer Discretionary · Other - ETF | $2,000–$10,000 | |
| COMCAST CORPORATION | Communication Services · Other - ETF | $2,000–$10,000 | |
| LINDE PUBLIC LIMITED COMPANY | Materials · Other - ETF | $2,000–$10,000 | |
| APPLIED MATERIALS, INC. | Technology · Other - ETF | $2,000–$10,000 | |
| ANALOG DEVICES, INC. | Technology · Other - ETF | $2,000–$10,000 | |
| MORGAN STANLEY | Financial · Other - ETF | $2,000–$10,000 | |
| AT&T INC. | Communication Services · Other - ETF | $2,000–$10,000 | |
| BOOKING HOLDINGS INC. | Consumer Discretionary · Other - ETF | $2,000–$10,000 | |
| INTUITIVE SURGICAL, INC. | Health Care · Other - ETF | $2,000–$10,000 | |
| THE BOEING COMPANY | Industrial · Other - ETF | $2,000–$10,000 | |
| INTERNATIONAL BUSINESS MACHINES CORPORATION | Technology · Other - ETF | $2,000–$10,000 | |
| ORACLE CORPORATION | Technology · Other - ETF | $2,000–$10,000 | |
| STRYKER CORPORATION | Health Care · Other - ETF | $2,000–$10,000 | |
| S&P Global Inc. | Financial · Other - ETF | $2,000–$10,000 | |
| Philip Morris International Inc. | Consumer Staples · Other - ETF | $2,000–$10,000 | |
| WALMART INC. | Consumer Staples · Other - ETF | $2,000–$10,000 | |
| UNION PACIFIC CORPORATION | Industrial · Other - ETF | $2,000–$10,000 | |
| KLA Corporation | Technology · Other - ETF | $2,000–$10,000 | |
| CHARTER COMMUNICATIONS, INC. | Communication Services · Other - ETF | $2,000–$10,000 | |
| ELECTRONIC ARTS INC. | Technology · Other - ETF | $2,000–$10,000 | |
| LAM RESEARCH CORPORATION | Technology · Other - ETF | $2,000–$10,000 | |
| DEERE & COMPANY | Industrial · Other - ETF | $2,000–$10,000 | |
| INTUIT INC. | Technology · Other - ETF | $2,000–$10,000 | |
| BLACKROCK, INC. | Financial · Other - ETF | $2,000–$10,000 | |
| MICRON TECHNOLOGY, INC. | Technology · Other - ETF | $2,000–$10,000 | |
| BOSTON SCIENTIFIC CORPORATION | Health Care · Other - ETF | $2,000–$10,000 | |
| CATERPILLAR INC. | Industrial · Other - ETF | $2,000–$10,000 | |
| NXP Semiconductors NV | Technology · Other - ETF | $2,000–$10,000 | |
| Chubb Ltd | Financial · Other - ETF | $2,000–$10,000 | |
| AIRBNB, INC. | Technology · Other - ETF | $2,000–$10,000 | |
| CONOCOPHILLIPS | Industrial · Other - ETF | $2,000–$10,000 | |
| MICROCHIP TECHNOLOGY INCORPORATED | Technology · Other - ETF | $2,000–$10,000 | |
| SERVICENOW, INC. | Technology · Other - ETF | $2,000–$10,000 | |
| UBER TECHNOLOGIES, INC. | Technology · Other - ETF | $2,000–$10,000 | |
| WARNER BROS. DISCOVERY, INC. | Communication Services · Other - ETF | $2,000–$10,000 | |
| Palantir Technologies Inc | Technology · Other - ETF | $2,000–$10,000 acquired 2024-03-31 | |
| GE Aerospace | Industrial · Other - ETF | $2,000–$10,000 acquired 2024-03-31 | |
| Take-Two Interactive Software Inc | Technology · Other - ETF | $2,000–$10,000 acquired 2024-03-31 | |
| Palo Alto Networks Inc | Technology · Other - ETF | $2,000–$10,000 acquired 2024-03-31 | |
| Live Nation Entertainment Inc | Communication Services · Other - ETF | $2,000–$10,000 acquired 2024-03-31 | |
| Monolithic Power Systems Inc | Technology · Other - ETF | $2,000–$10,000 acquired 2024-03-31 | |
| Arista Networks Inc | Technology · Other - ETF | $2,000–$10,000 acquired 2024-03-31 | |
| Crowdstrike Holdings Inc Class A | Technology · Other - ETF | $2,000–$10,000 acquired 2024-03-31 | |
| Marvell Technology Inc | Technology · Other - ETF | $2,000–$10,000 acquired 2024-03-31 | |
| O'Reilly Automotive Inc | Consumer Cyclical · Other - ETF | $2,000–$10,000 acquired 2024-03-31 | |
| Chipotle Mexican Grill Inc | Consumer Cyclical · Other - ETF | $2,000–$10,000 acquired 2024-03-31 | |
| American Express Co | Financial Services · Other - ETF | $2,000–$10,000 acquired 2024-03-31 |