search_index: sfi.db/filings, 46183
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| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
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| sfi.db/filings | 46183 | Rebecca H Forter 2024 | 2024-01-01T00:00:00 | 1 | Forter Rebecca H (617) 852-3106 forterr@dor.state.ma.us Page 1 of 32 Massachusetts Department of Revenue (DOR) 100 Cambridge St, Boston, MA, 02114, US Deputy Commissioner 10/01/2020 Page 2 of 32 Qualcomm Technologies Inc 77 Summer St., Boston, MA, 02110, US Manager Page 3 of 32 F, S/C Yes Mikita, Richard 6 Nathan Pratt Dr., Concord, MA, 01742, US Page 4 of 32 Page 5 of 32 Page 6 of 32 Page 7 of 32 Page 8 of 32 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Amgen Inc. Common Stock(AMGN) F, S/C Pfizer, Inc. Common Stock(PFE) Kinder Morgan, Inc. Common Stock(KMI) F, S/C Costco Wholesale Corporation Common Stock(COST) F, S/C Nucor Corporation Common Stock(NUE) F, S/C Lowe's Companies, Inc. Common Stock(LOW) F, S/C Page 9 of 32 iShares Russell 2000 ETF(IWM) F, S/C Chevron Corporation Common Stock(CVX) F, S/C Johnson & Johnson Common Stock(JNJ) F, S/C Microsoft Corporation Common Stock(MSFT) F, S/C Berkshire Hathaway Inc. New Common Stock(BRK.B) F, S/C JP Morgan Chase & Co. Common Stock(JPM) F, S/C Mastercard Incorporated Common Stock(MA) F, S/C Coca-Cola Company (The) Common Stock(KO) F, S/C Page 10 of 32 Alphabet Inc. Class C Capital Stock(GOOG) F, S/C Schwab International Equity ETF(SCHF) F, S/C Vanguard Total International Bond Index ETF (BNDX) F, S/C Vanguard Short-Term Bond ETF(BSV) F, S/C Pool Corporation - Common Stock(POOL) F, S/C Waste Management, Inc. Common Stock(WM) F, S/C ishares Gold Trust(IAU) F, S/C Procter & Gamble Company (The) Common Stock(PG) F, S/C Page 11 of 32 Amazon.com, Inc. - Common Stock(AMZN) F, S/C Apple Inc. Common Stock(AAPL) F, S/C Baker Hughes Incorporated Common Stock(BHI) F, S/C Salesforce.com Inc Common Stock(CRM) F, S/C DowDuPont F, S/C NextEra Energy, Inc. Common Stock(NEE) F, S/C Newmont Mining Corporation(NEM) F, S/C PP&L Corporation Common Stock(PPL) F, S/C Common Stock MI 2211 H.H. Dow Way, Midland, MI, 48674, US Page 12 of 32 AT&T Inc.(T) F, S/C UnitedHealth Group Incorporated Common Stock (DE) (UNH) F, S/C CVS Health Corporation Common Stock(CVS) F, S/C iShares Russell 1000 ETF(IWB) F, S/C Masco Corporation Common Stock(MAS) F, S/C Honeywell International Inc. Common Stock(HON) F, S/C Nike, Inc. Common Stock(NKE) F, S/C Ecolab Inc. Common Stock(ECL) F, S/C Page 13 of 32 Service Corporation International Common Stock(SCI) F, S/C Verizon Communications Inc. Common Stock(VZ) F, S/C iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) F, S/C United Parcel Service, Inc. Common Stock(UPS) F, S/C Fortinet, Inc. Common Stock(FTNT) F, S/C Abbott Laboratories Common Stock(ABT) F, S/C Archer Daniels Midland Co. F, S/C Common Stock IL P.O. Box 1470, Decatur, IL, 62525, US L3harris Technologies Inc F, S/C Common Stock FL 1025 W NASA BLVD, MELBOURNE, FL, 32919, US Page 14 of 32 Essential Utilities Inc. F, S/C Common Stock PA 762 W Lancaster Ave, Bryn Mawr, PA, 19010, US Evergy Inc F, S/C Common Stock MO 1200 Main Street PO Box 418679 , Kansas City, MO, 64105, US Uber Technologies Inc. F, S/C Common Stock CA 1455 Market St, San Francisco, CA, 94103, US Twilio Inc. F, S/C Common Stock CA 375 Beale St Ste 300, San Francisco, CA, 94105, US AES Corporation (The) Class C Preferred Stock(AES$C) F, S/C Air Products and Chemicals, Inc. Common Stock(APD) F, S/C Albemarle Corporation Common Stock(ALB) F, S/C Bank of America Corporation Common Stock(BAC) F, S/C Page 15 of 32 First Interstate BancSystem, Inc. - Class A Common Stock(FIBK) F, S/C Intel Corporation - Common Stock(INTC) F, S/C Netflix, Inc. Common Stock(NFLX) F, S/C NVIDIA Corporation Common Stock(NVDA) F, S/C PayPal Holdings, Inc. - Common Stock(PYPL) F, S/C Schwab U.S. Small-Cap ETF(SCHA) F, S/C Southern Company (The) Common Stock(SO) Vanguard FTSE Emerging Markets ETF(VWO) F, S/C Page 16 of 32 Wal-Mart Stores, Inc. Common Stock(WMT) F, S/C Starbucks Corporation Common Stock(SBUX) F, S/C The Kraft Heinz Company - Common Stock(KHC) F, S/C Edwards Lifesciences Corporation Common Stock(EW) F, S/C Granite Construction Incorporated Common Stock(GVA) F, S/C Yeti Holdings Inc F, S/C Chipotle Mexican Grill, Inc. Common Stock(CMG) Exxon Mobil Corporation Common Stock(XOM) Common Stock Texas 7601 Southwest Pkwy, Austin, TX, 78735, US Page 17 of 32 Interactive Brokers Group, Inc. - Common Stock(IBKR) Northwest Natural Gas Company Common Stock(NWN) NorthWestern Corporation Common Stock(NWE) Pinnacle West Capital Corporation Common Stock(PNW) Southwest Gas Corporation Common Stock(SWX) Balchem Corporation Common Stock(BCPC) F, S/C Boeing Company (The) Common Stock(BA) F, S/C Walt Disney Company (The) Common Stock(DIS) F, S/C Page 18 of 32 Dollar Tree, Inc. - Common Stock(DLTR) F, S/C H. B. Fuller Company Common Stock(FUL) F, S/C Goldman Sachs Group, Inc. (The) Common Stock(GS) F, S/C Meta Platforms, Inc. F, S/C MGM Resorts International Common Stock(MGM) F, S/C Southern Copper Corporation Common Stock(SCCO) F, S/C Sysco Corporation Common Stock(SYY) F, S/C Vanguard FTSE All-Wld ex-US SmCp Idx ETF(VSS) F, S/C Common Stock CA 1601 Willow Road, Menlo Park, CA, 94025, US Page 19 of 32 SPDR Barclays Emerging Markets Local Bond ETF(EBND) F, S/C Vanguard Intermediate -Term Government Bond ETF(VGIT) F, S/C PowerShares DB Optimum Yield Diversified Commodity Strategy Portfolio(PDBC) Vanguard REIT ETF - DNQ(VNQ) Vanguard Global ex-U.S. Real Estate ETF(VNQI) Market Vectors J.P. Morgan EM Local Currency Bond ETF(EMLC) Caterpillar, Inc. Common Stock(CAT) F, S/C iShares Core S&P Total U.S. Stock Market ETF(ITOT) Page 20 of 32 Schwab U.S. TIPs ETF(SCHP) ConocoPhillips Common Stock(COP) F, S/C Dreyfus Treasury Cash Managment Service Shares(DSRXX) F, S/C Eli Lilly and Company Common Stock(LLY) F, S/C Owens Corning Inc Common Stock New(OC) F, S/C Pepsico, Inc. Common Stock(PEP) F, S/C Sherwin-Williams Company (The) Common Stock(SHW) F, S/C AbbVie Inc. Common Stock(ABBV) F, S/C Page 21 of 32 Archer-Daniels-Mi dland Company Common Stock(ADM) F, S/C American Electric Power Company, Inc. Common Stock(AEP) F, S/C Avago Technologies Limited Ordinary Shares(AVGO) F, S/C BlackRock High Yield Bond Portfolio Investor A Cl(BHYAX) F, S/C Constellation Energy Corp F, S/C Comcast Corporation Class A Common Stock(CMCSA) F, S/C Duke Energy Corporation (Holding Company) Common Stock(DUK) F, S/C Eastman Chemical Company Common Stock(EMN) F, S/C Common Stock MD 1310 Point Street, Baltimore, MD, 21231, US Page 22 of 32 EOG Resources, Inc. Common Stock(EOG) F, S/C Eversource Energy (D/B/A) Common Stock(ES) F, S/C Freeport-McMoRan, Inc. Common Stock(FCX) F, S/C KKR & Co. L.P. Common Units Representing Limited Partnership Interest(KKR) F, S/C Kenvue F, S/C Linde PLC F, S/C BlackRock Basic Value A(MDBAX) F, S/C BlackRock Eq Dividend A(MDDVX) F, S/C Common Stock NJ 1 Kenvue Way, Summit, NJ, 07901, US Page 23 of 32 BlackRock Focus Growth Fund Class A(MDFOX) F, S/C BlackRock Glbl Sm Cap A(MDGCX) F, S/C BlackRock International A(MDILX) F, S/C BlackRock Global Alloc A(MDLOX) F, S/C Match Group F, S/C Ormat Technologies, Inc. Common Stock(ORA) F, S/C Progressive Corporation (The) Common Stock(PGR) F, S/C Rivian F, S/C Common Stock TX 8750 N. Central Expressway, Suite 1400, Dallas, TX, 75231, US Common Stock CA 14600 Myford Rd, Irvine, CA, 92606, US Page 24 of 32 Sempra Energy Common Stock(SRE) F, S/C Stryker Corporation Common Stock(SYK) F, S/C Target Corporation Common Stock(TGT) F, S/C T-Mobile US, Inc. Common Stock(TMUS) F, S/C Tesla Motors, Inc. - Common Stock(TSLA) F, S/C Veeva Systems Inc. Class A Common Stock(VEEV) F, S/C Vanguard Long-Term Government Bond ETF(VGLT) F, S/C Valero Energy Corporation Common Stock(VLO) F, S/C Page 25 of 32 Verisk Analytics, Inc. - Common Stock(VRSK) F, S/C Vanguard Target Retirement 2045 Fund(VTIVX) F, S/C Williams Companies, Inc. (The) Common Stock(WMB) F, S/C Wal-Mart Stores, Inc. Common Stock(WMT) F, S/C Essential Utilities F, S/C QUALCOMM Incorporated Common Stock(QCOM) F, S/C SPDR S&P 500(SPY) F, S/C Common Stock PA 762 W. Lancaster Avenue, Bryn Mawr, PA, 19010, Page 26 of 32 Page 27 of 32 JPMorgan Chase P.O. Box 78420, Phoenix, AZ, 85062, US 30 years 2.75 2051 Obligor Outstanding Mortgage Interest Termination Creditor Creditor Amount Amount Term Rate (%) Year 1286 Rt. 100 North, Ludlow, VT, 05149, US F, S/C $100,001 or more $100,001 or more 30 years 3.75 2046 Wells Fargo 464 Californi a St, San Francisco , CA, 94104, US 19 White Loop Rd., Ludlow, VT, 05149, US F, S/C $100,001 or more $100,001 or more 30 6.5 2054 M&T Bank 345 Main St, Buffalo, NY, 14203, US Page 28 of 32 Page 29 of 32 Page 30 of 32 Page 31 of 32 I, Rebecca H Forter, certify under the pains and penalties of perjury that: Submitted: 04/30/2025 Page 32 of 32 |