Leonard Marquez › Form 700
Leonard Marquez: 2024 Annual statement
- Annual 2024
- Judge, Contra Costa County Superior Court · due 2025-03-03
- Filed
- 2025-02-28 · signed 02/28/2025 02:48 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (10 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 44
| Name | Business | Value | |
|---|---|---|---|
| Merrill Lynch / Various Mutual and Exchange Traded Funds | Financial Institution · Rollover Retirement Funds | $100,001–$1,000,000 acquired 2024-05-15 | |
| Merrill Lynch / Various Money Market Funds | Financial Institution · Rollover Retirement Funds | $10,001–$100,000 acquired 2024-05-15 | |
| ALPHABET INC SHS CL A (GOOGL) | Retirement Account Stock in Public Technology Company | $10,001–$100,000 acquired 2024-05-15 | |
| AMAZON COM INC COM (AMZN) | Retirement Account Stock in Public Retailer Company | $10,001–$100,000 acquired 2024-05-15 | |
| AMER EXPRESS COMPANY (AXP) | Retirement Account Stock in Public Financial Company | $2,000–$10,000 acquired 2024-06-04 | |
| APPLE INC (AAPL) | Retirement Account Stock in Public Technology Company | $10,001–$100,000 acquired 2024-05-15 | |
| ASTRAZENECA PLC SPND ADR (AZN) | Retirement Account Stock in Public Healthcare Company | $2,000–$10,000 acquired 2024-08-12 | |
| BROADCOM INC (AVGO) | Retirement Account Stock in Public Technology Company | $2,000–$10,000 acquired 2024-12-19 | |
| CATERPILLAR INC DEL (CAT) | Retirement Account Stock in Public Manufacturing Company | $2,000–$10,000 acquired 2024-05-15 | |
| CONSOLIDATED EDISON INC (ED) | Retirement Account Stock in Public Energy Company | $2,000–$10,000 acquired 2024-05-15 | |
| COSTCO WHOLESALE CRP DEL (COST) | Retirement Account Stock in Public Retailer Company | $2,000–$10,000 acquired 2024-06-04 | |
| D R. HORTON INC (DHI) | Retirement Account Stock in Public Homebuilder Company | $2,000–$10,000 acquired 2024-06-04 | |
| ELI LILLY & CO (LLY) | Retirement Account Stock in Public Pharmaceutical Company | $10,001–$100,000 acquired 2024-06-04 | |
| EXXON MOBIL CORP COM (XOM) | Retirement Account Stock in Public Energy Company | $2,000–$10,000 acquired 2024-05-15 | |
| FIFTH THIRD BANCORP (FITB) | Retirement Account Stock in Public Financial Company | $2,000–$10,000 acquired 2024-05-15 | |
| GILEAD SCIENCES INC COM (GILD) | Retirement Account Stock in Public Pharmaceutical Company | $2,000–$10,000 acquired 2024-12-12 | |
| HCA HEALTHCARE INC (HCA) | Retirement Account Stock in Public Healthcare Company | $2,000–$10,000 acquired 2024-08-02 | |
| HOME DEPOT INC (HD) | Retirement Account Stock in Public Retailer Company | $2,000–$10,000 acquired 2024-07-23 | |
| INTERACTIVE BROKERS GROU (IBKR) | Retirement Account Stock in Public Real Estate Company | $2,000–$10,000 acquired 2024-11-15 | |
| INTL BUSINESS MACHINES (IBM) | Retirement Account Stock in Public Technology Company | $2,000–$10,000 acquired 2024-06-04 | |
| JPMORGAN CHASE & CO (JPM) | Retirement Account Stock in Public Financial Company | $2,000–$10,000 acquired 2024-05-15 | |
| META PLATFORMS INC (META) | Retirement Account Stock in Public Technology Company | $2,000–$10,000 acquired 2024-05-15 | |
| MICRON TECHNOLOGY INC (MU) | Retirement Account Stock in Public Technology Company | $2,000–$10,000 acquired 2024-09-04 | |
| MICROSOFT CORP (MSFT) | Retirement Account Stock in Public Technology Company | $10,001–$100,000 acquired 2024-05-15 | |
| NVIDIA (NVDA) | Retirement Account Stock in Public Technology Company | $10,001–$100,000 acquired 2024-05-15 | |
| PALO ALTO NETWORKS INC (PANW) | Retirement Account Stock in Public Technology Company | $10,001–$100,000 acquired 2024-05-15 | |
| PRINCIPAL FINANCIAL GRP (PFG) | Retirement Account Stock in Public Financial Company | $2,000–$10,000 acquired 2024-07-02 | |
| PROGRESSIVE CRP OHIO (PGR) | Retirement Account Stock in Public Insurance Company | $2,000–$10,000 acquired 2024-05-15 | |
| RTX CORP (RTX) | Retirement Account Equities Stock in Public Aerospace Company | $2,000–$10,000 acquired 2024-08-12 | |
| SEAGATE TECH HLDGS PUB (STX) | Retirement Account Stock in Public Technology Company | $2,000–$10,000 acquired 2024-05-15 | |
| STRYKER CORP (SYK) | Retirement Account Stock in Public Manufacturing Company | $2,000–$10,000 acquired 2024-05-15 | |
| TESLA INC (TSLA) | Retirement Account Stock in Public Manufacturing Company | $2,000–$10,000 acquired 2024-11-08 | |
| TEXAS INSTRUMENTS (TXN) | Retirement Account Stock in Public Technology Company | $2,000–$10,000 acquired 2024-05-15 | |
| TJX COS INC NEW (TJX) | Retirement Account Stock in Public Retailer Company | $2,000–$10,000 acquired 2024-05-15 | |
| TPG INC REG SHS CL A (TPG) | Retirement Account Stock in Public Financial Company | $2,000–$10,000 acquired 2024-07-30 | |
| UNITEDHEALTH GROUP INC (UNH) | Retirement Account Stock in Public Healthcare Company | $2,000–$10,000 acquired 2024-11-08 | |
| VERTIV HLDG CO (VRT) | Retirement Account Stock in Public Technology Company | $2,000–$10,000 acquired 2024-07-02 | |
| VISA INC CL A SHRS (V) | Retirement Account Stock in Public Financial Company | $2,000–$10,000 acquired 2024-05-15 | |
| WALMART INC (WMT) | Retirement Account Stock in Public Retailer Company | $2,000–$10,000 acquired 2024-08-02 | |
| WASTE CONNECTIONS INC (WCN) | Retirement Account Stock in Public Waste Collection Company | $2,000–$10,000 acquired 2024-05-15 | |
| WELLTOWER INC (WELL) | Retirement Account Stock in Public Real Estate Company | $2,000–$10,000 acquired 2024-10-14 | |
| WILLIAMS COMPANIES DEL (WMB) | Retirement Account Stock in Public Energy Company | $2,000–$10,000 acquired 2024-08-02 | |
| XCEL ENERGY INC (XEL) | Retirement Account Stock in Public Energy Company | $2,000–$10,000 acquired 2024-09-11 | |
| ZOETIS INC (ZTS) | Retirement Account Stock in Public Healthcare Company | $2,000–$10,000 acquired 2024-05-15 |
Schedule D · Gifts 2
| From | Gifts | Total | |
|---|---|---|---|
| Contra Costa County Bar Association (CCCBA) · from the PDF 2300 Clayton Road, Concord, CA 94520 | 2024-11-14 · Food, Beverages at CCCBA Event · $60 2024-12-04 · Food, Beverages at CCCBA Holiday Event · $75 2024-02-22 · Food, Beverages at CCCBA Event · $60 | $195 | |
| BayLUG · from the PDF PO Box 5543, San Jose, CA 95150-5543 | 2024-10-12 · LEGO sets received as gifts/prizes in 2024 · $50 | $50 |