James T. Borello RIA has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of March 31, 2024. The filing lists 174 separate positions held by the firm.
The portfolio is diversified across a wide range of sectors, including large-cap technology, healthcare, financial services, and consumer staples. Major positions include Apple Inc., with 801 shares; Microsoft Corporation, with 1,484 shares; and Johnson & Johnson, with 23,726 shares. The firm also holds significant positions in Berkshire Hathaway Inc., with 4,169 shares of Class B stock.
Among the notable individual stock holdings are Costco Wholesale, with 678 shares; NVIDIA Corporation, with 100 shares; and Tesla Inc., with 36 shares. The filing also includes a variety of exchange-traded funds, such as the SPDR S&P 500 ETF Trust, the Invesco QQQ Trust, and multiple T. Rowe Price ETFs.
The filing was signed by Daniel J. Borello, Vice President of the firm, and lists the firm's address as 151 Dundee Avenue in East Dundee, Illinois.
