Hcr Wealth Advisors 13F annual report
Hcr Wealth Advisors is an investment fund managing more than $659 billion ran by Steve Weinberger. There are currently 223 companies in Mr. Weinberger’s portfolio. The largest investments include Apple Inc and Vanguard High Dividend Yield Index Fund Etf, together worth $159 billion.
$659 billion Assets Under Management (AUM)
As of 3rd May 2024, Hcr Wealth Advisors’s top holding is 539,347 shares of Apple Inc currently worth over $92.5 billion and making up 14.0% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Hcr Wealth Advisors owns more than approximately 0.1% of the company.
In addition, the fund holds 547,872 shares of Vanguard High Dividend Yield Index Fund Etf worth $66.3 billion.
The third-largest holding is Vanguard Growth Index Fund Etf worth $65.3 billion and the next is Ishares Core Sp Small-cap Etf worth $40.6 billion, with 367,310 shares owned.
Currently, Hcr Wealth Advisors's portfolio is worth at least $659 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Hcr Wealth Advisors
The Hcr Wealth Advisors office and employees reside in Los Angeles, California. According to the last 13-F report filed with the SEC, Steve Weinberger serves as the Senior Managing Director at Hcr Wealth Advisors.
Recent trades
In the most recent 13F filing, Hcr Wealth Advisors revealed that it had opened a new position in
Grayscale Bitcoin Tr Btc and bought 27,575 shares worth $1.74 billion.
The investment fund also strengthened its position in NVIDIA Corp by buying
4,792 additional shares.
This makes their stake in NVIDIA Corp total 24,418 shares worth $22.1 billion.
NVIDIA Corp soared 207.2% in the past year.
On the other hand, there are companies that Hcr Wealth Advisors is getting rid of from its portfolio.
Hcr Wealth Advisors closed its position in Archer Daniels Midland Co on 10th May 2024.
It sold the previously owned 22,108 shares for $1.6 billion.
Steve Weinberger also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $92.5 billion and 539,347 shares.
One of the average hedge funds
The two most similar investment funds to Hcr Wealth Advisors are Certified Advisory Corp and Bridgewater Advisors. They manage $659 billion and $660 billion respectively.
Steve Weinberger investment strategy
Hcr Wealth Advisors’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 17.3% of
the total portfolio value.
The fund focuses on investments in the United States as
34.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
31% of the total holdings value.
On the other hand, small-cap stocks make up only 2.7% of the portfolio.
The average market cap of the portfolio companies is close to $192 billion.
The complete list of Hcr Wealth Advisors trades based on 13F SEC filings
These positions were updated on May 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
0.89%
539,347
|
$92,487,231,000 | 14.03% |
| Vanguard High Dividend Yield Index Fund Etf |
1.60%
547,872
|
$66,287,118,000 | 10.05% |
| Vanguard Growth Index Fund Etf |
2.90%
189,764
|
$65,316,840,000 | 9.91% |
| Ishares Core Sp Small-cap Etf |
2.52%
367,310
|
$40,595,153,000 | 6.16% |
| NVIDIA Corp |
24.42%
24,418
|
$22,063,148,000 | 3.35% |
| Ametek Inc |
5.19%
112,372
|
$20,552,838,000 | 3.12% |
| Microsoft Corporation |
20.12%
46,197
|
$19,436,210,000 | 2.95% |
| Ishares Core Sp 500 Etf |
3.54%
33,562
|
$17,644,777,000 | 2.68% |
| First Trust Preferred Securities And Income Etf |
4.60%
881,586
|
$15,269,080,000 | 2.32% |
| Alphabet Inc |
2.88%
95,432
|
$14,403,551,000 | 2.18% |
| Palo Alto Networks Inc |
0.02%
34,018
|
$9,665,534,000 | 1.47% |
| Visa Inc |
0.50%
31,759
|
$8,863,363,000 | 1.34% |
| Amazon.com Inc. |
5.53%
48,852
|
$8,811,923,000 | 1.34% |
| Meta Platforms Inc |
3.06%
18,021
|
$8,750,957,000 | 1.33% |
| Schwab U.s. Tips Etf |
1.36%
116,453
|
$6,074,193,000 | 0.92% |
| Costco Wholesale Corp |
22.17%
8,134
|
$5,959,344,000 | 0.90% |
| Jpmorgan Chase Co |
2.23%
29,506
|
$5,910,118,000 | 0.90% |
| Autozone Inc. |
6.21%
1,586
|
$4,998,516,000 | 0.76% |
| Ishares Trust 1-3 (year Treasury Bond Etf) |
5.92%
61,030
|
$4,991,033,000 | 0.76% |
| Vanguard Ftse Emerging Markets Etf |
5.19%
116,359
|
$4,860,315,000 | 0.74% |
| Berkshire Hathaway Inc. |
28.34%
10,968
|
$4,612,263,000 | 0.70% |
| Conocophillips Com |
0.30%
34,838
|
$4,434,199,000 | 0.67% |
| Invesco QQQ Trust |
0.14%
9,843
|
$4,370,713,000 | 0.66% |
| Ishares Tr 20 Yr Tr (bd Etf) |
1.31%
46,139
|
$4,365,672,000 | 0.66% |
| Autonation Inc. |
1.19%
24,655
|
$4,082,457,000 | 0.62% |
| Thermo Fisher |
0.96%
6,757
|
$3,927,569,000 | 0.60% |
| Boeing Co. |
0.00%
20,070
|
$3,873,310,000 | 0.59% |
| Schwab Us Large Cap Growth Etf |
0.31%
40,888
|
$3,791,179,000 | 0.57% |
| Alphabet Inc |
0.26%
22,595
|
$3,440,314,000 | 0.52% |
| Chevron Corp. |
1.89%
21,521
|
$3,394,878,000 | 0.51% |
| American Water Works Co. Inc. |
0.88%
27,110
|
$3,313,232,000 | 0.50% |
| Spdr Sp 500 Etf |
0.64%
6,274
|
$3,281,909,000 | 0.50% |
| Invesco Senior Loan Etf |
0.37%
152,432
|
$3,223,938,000 | 0.49% |
| Oracle Corp. |
4.31%
25,567
|
$3,211,571,000 | 0.49% |
| Spdr Gold Tr Gold (shs) |
0.10%
15,561
|
$3,201,208,000 | 0.49% |
| Home Depot, Inc. |
8.76%
8,315
|
$3,189,982,000 | 0.48% |
| Utilities Select (sector Spdr Fund) |
0.76%
48,412
|
$3,178,280,000 | 0.48% |
| Intercontinental Exchange Inc |
0.58%
22,457
|
$3,086,382,000 | 0.47% |
| Starbucks Corp Com |
24.98%
33,305
|
$3,043,789,000 | 0.46% |
| Merck Co. Inc Com |
4.83%
20,947
|
$2,763,956,000 | 0.42% |
| Tesla Motors |
5.71%
14,836
|
$2,608,084,000 | 0.40% |
| Abbvie Inc |
2.22%
14,288
|
$2,602,006,000 | 0.39% |
| L3harris |
1.35%
11,974
|
$2,551,744,000 | 0.39% |
| NextEra Energy Inc |
0.73%
38,883
|
$2,485,032,000 | 0.38% |
| Walt Disney |
16.63%
19,681
|
$2,408,235,000 | 0.37% |
| Exxonmobil |
0.05%
20,701
|
$2,406,316,000 | 0.36% |
| Morgan Stanley |
0.64%
25,370
|
$2,388,903,000 | 0.36% |
| ServiceNow Inc |
7.31%
3,131
|
$2,387,074,000 | 0.36% |
| Constellation Brands Inc |
1.78%
8,664
|
$2,354,569,000 | 0.36% |
| Zoetis Inc |
1.25%
13,721
|
$2,321,883,000 | 0.35% |
| Freeport-McMoRan Inc |
6.56%
49,267
|
$2,316,536,000 | 0.35% |
| Honeywell International Inc |
3.36%
11,212
|
$2,301,265,000 | 0.35% |
| Target Corp |
2.18%
12,899
|
$2,285,964,000 | 0.35% |
| Ishares High Yield Corporat Bond Etf |
0.22%
50,713
|
$2,157,853,000 | 0.33% |
| CME Group Inc |
1.05%
9,981
|
$2,148,858,000 | 0.33% |
| Pimco Enhanced Shrt Maturty Actv Etf |
1.55%
21,214
|
$2,132,855,000 | 0.32% |
| Wal-mart |
200.29%
34,999
|
$2,105,928,000 | 0.32% |
| First Trust TCW Opportunistic Fixed Income ETF |
19.81%
46,848
|
$2,042,572,000 | 0.31% |
| Bank Of America Corp. |
5.61%
53,801
|
$2,040,166,000 | 0.31% |
| Mastercard Incorporated |
1.69%
3,842
|
$1,850,630,000 | 0.28% |
| Netflix Inc. |
1.74%
3,045
|
$1,849,319,000 | 0.28% |
| Ishares Biotechnology Etf |
5.14%
13,370
|
$1,834,665,000 | 0.28% |
| Ishares Treasury Floating Rate B Etf |
1.76%
35,160
|
$1,782,260,000 | 0.27% |
| Fedex Corp Com |
4.26%
6,135
|
$1,777,586,000 | 0.27% |
| Grayscale Bitcoin Tr Btc |
Opened
27,575
|
$1,741,912,000 | 0.26% |
| Johnson Johnson |
6.51%
10,919
|
$1,727,332,000 | 0.26% |
| Allstate Corp (The) |
No change
9,919
|
$1,716,086,000 | 0.26% |
| Adobe Inc |
Opened
3,214
|
$1,621,784,000 | 0.25% |
| Mcdonalds |
2.37%
5,696
|
$1,606,129,000 | 0.24% |
| Archer Daniels Midland Co. |
Closed
22,108
|
$1,596,694,000 | |
| iShares 7-10 Year Treasury Bond ETF |
4.50%
16,245
|
$1,537,751,000 | 0.23% |
| Caterpillar Inc. |
5.44%
3,878
|
$1,421,297,000 | 0.22% |
| iShares 3-7 Year Treasury Bond ETF |
14.50%
12,080
|
$1,398,984,000 | 0.21% |
| Procter Gamble |
10.88%
8,583
|
$1,392,646,000 | 0.21% |
| Ishares California Muni Bond Etf |
5.54%
23,440
|
$1,348,737,000 | 0.20% |
| AMGEN Inc. |
1.07%
4,609
|
$1,310,430,000 | 0.20% |
| Ishares Preferred Income Sec Etf Iv |
0.57%
40,622
|
$1,309,276,000 | 0.20% |
| Ishares Us Technology Etf |
0.93%
9,650
|
$1,303,409,000 | 0.20% |
| Vanguard Ftse Developed Markets Etf |
8.46%
25,916
|
$1,300,205,000 | 0.20% |
| Deere Co |
19.74%
3,107
|
$1,276,214,000 | 0.19% |
| Lilly Eli Co |
24.90%
1,575
|
$1,225,753,000 | 0.19% |
| Clorox Co Com |
15.78%
7,974
|
$1,220,999,000 | 0.19% |
| Alps Alerian Mlp Etf |
8.41%
25,501
|
$1,210,312,000 | 0.18% |
| Church Dwight Co |
0.01%
11,212
|
$1,169,523,000 | 0.18% |
| Rocket Cos Inc Com |
3.19%
78,732
|
$1,145,550,000 | 0.17% |
| Janus Henderson Aaa Clo Etf Iv |
445.27%
22,018
|
$1,117,240,000 | 0.17% |
| Jabil Circuit Inc |
Opened
8,271
|
$1,107,903,000 | 0.17% |
| Spdr Bloomberg 1 3 Mnth T Bll Etf |
25.86%
11,810
|
$1,084,158,000 | 0.16% |
| Ishares Core Msci Eafe Etf |
11.43%
14,371
|
$1,066,674,000 | 0.16% |
| Johnson Controls Inter F |
No change
16,225
|
$1,059,817,000 | 0.16% |
| Unitedhealth Group Inc |
0.52%
2,120
|
$1,048,764,000 | 0.16% |
| Energy Select Sector Spdr Etf |
9.87%
11,089
|
$1,046,986,000 | 0.16% |
| Charles Schwab Corp. |
12.17%
14,383
|
$1,040,495,000 | 0.16% |
| Technology Select Sector Spdr Etf |
0.51%
4,831
|
$1,006,152,000 | 0.15% |
| Ishares Core Msci Emerging Etf |
3.05%
19,480
|
$1,005,179,000 | 0.15% |
| Pimco Active Bond Etf |
No change
10,520
|
$966,367,000 | 0.15% |
| Us Bancorp |
3.08%
21,428
|
$957,874,000 | 0.15% |
| Mgm Resorts Intl |
No change
20,232
|
$955,152,000 | 0.14% |
| Broadcom Inc |
153.55%
715
|
$948,510,000 | 0.14% |
| Novo-nordisk As Vormal F Sponsored Adr |
Opened
7,369
|
$946,179,000 | 0.14% |
| Altria Group Inc. |
0.61%
21,238
|
$926,421,000 | 0.14% |
| Quanta Services, Inc. |
Opened
3,515
|
$913,197,000 | 0.14% |
| Ishares Russell 2000 Etf |
7.13%
4,283
|
$900,822,000 | 0.14% |
| Citigroup Inc |
Closed
17,339
|
$891,935,000 | |
| Vanguard Sp 500 Etf |
12.71%
1,833
|
$881,573,000 | 0.13% |
| Vanguard Total Stock Market Index Fund Etf |
1.61%
3,364
|
$874,304,000 | 0.13% |
| American States Water Co. |
4.68%
11,577
|
$836,349,000 | 0.13% |
| Nike Inc Class B Com |
4.84%
8,810
|
$827,994,000 | 0.13% |
| Aflac Inc. |
0.59%
9,154
|
$785,993,000 | 0.12% |
| Bristol-Myers Squibb Co. |
1.21%
14,441
|
$783,155,000 | 0.12% |
| Ishares Core Sp Total Us Stock Mark |
No change
6,747
|
$777,929,000 | 0.12% |
| Vanguard Information Technology Index Fund Etf |
7.30%
1,423
|
$746,135,000 | 0.11% |
| Marvell Technology Inc |
17.03%
10,377
|
$735,521,000 | 0.11% |
| Advanced Micro Device In |
0.38%
3,919
|
$707,460,000 | 0.11% |
| Proshares Short Sp 500 Etf |
Opened
56,195
|
$666,472,000 | 0.10% |
| Wells Fargo Co |
No change
11,396
|
$660,512,000 | 0.10% |
| Vanguard Health Care Etf |
0.04%
2,409
|
$651,874,000 | 0.10% |
| Stryker Corp. |
5.81%
1,820
|
$651,323,000 | 0.10% |
| Coca-Cola Co |
17.88%
10,525
|
$643,950,000 | 0.10% |
| Vanguard Short-term Bond Etf |
11.46%
8,188
|
$627,773,000 | 0.10% |
| Intuit Inc |
57.76%
956
|
$621,400,000 | 0.09% |
| Vanguard Total Bond Market Etf |
10.98%
8,493
|
$616,846,000 | 0.09% |
| Philip Morris Intl |
2.09%
6,458
|
$591,765,000 | 0.09% |
| Ishares Sp 500 Growth Etf |
0.11%
6,990
|
$590,235,000 | 0.09% |
| General Electric Co |
3.07%
3,359
|
$589,699,000 | 0.09% |
| Goldman Sachs Group, Inc. |
No change
1,387
|
$579,336,000 | 0.09% |
| Sherwin-Williams Co. |
70.71%
1,591
|
$552,602,000 | 0.08% |
| Ishares Iboxx $ (investment Grade Corporate Bond Etf) |
1.33%
4,935
|
$537,520,000 | 0.08% |
| Ishares Us Real Estate Etf |
2.84%
5,942
|
$534,230,000 | 0.08% |
| Blackstone Inc |
119.47%
3,922
|
$515,313,000 | 0.08% |
| Spdr Sp Midcap 400 Etf |
2.23%
916
|
$510,052,000 | 0.08% |
| First Dorsey Wright Focus 5 Etf Iv |
No change
8,840
|
$505,913,000 | 0.08% |
| American Express Co. |
1.20%
2,139
|
$487,111,000 | 0.07% |
| First Trust Tcw Unconstrained Plus Bond Etf |
Closed
19,616
|
$485,299,000 | |
| Ishares Jp Morgan Usd Emerging Marke |
10.48%
5,337
|
$478,568,000 | 0.07% |
| Spdr Nuven Blm Sht Tm Mpl Bnd Etf |
No change
10,000
|
$474,400,000 | 0.07% |
| Vanguard Muni Bnd Tax |
Opened
9,300
|
$470,580,000 | 0.07% |
| Sempra |
Closed
6,257
|
$467,634,000 | |
| Ishares Tips Bond Etf |
9.93%
4,083
|
$438,555,000 | 0.07% |
| Lockheed Martin Corp. |
86.96%
961
|
$437,130,000 | 0.07% |
| Spdr Dow Jones Industrial Avrg Etf |
No change
1,087
|
$432,418,000 | 0.07% |
| First Trust Managed Municipal Etf Iv |
No change
8,344
|
$428,547,000 | 0.06% |
| Phillips 66 |
1.36%
2,604
|
$425,337,000 | 0.06% |
| Discover Finl S |
No change
3,226
|
$422,896,000 | 0.06% |
| Ishares Short Term Ntnl Mun Bnd Etf |
No change
4,031
|
$422,166,000 | 0.06% |
| Gabelli Equity Cf |
No change
75,353
|
$415,948,000 | 0.06% |
| Ishares Sp 500 Value Etf |
0.23%
2,181
|
$407,432,000 | 0.06% |
| iShares Select Dividend ETF |
No change
3,286
|
$404,769,000 | 0.06% |
| Ishares Msci Eafe Etf |
No change
5,062
|
$404,251,000 | 0.06% |
| Mccormick Company |
0.02%
5,237
|
$402,253,000 | 0.06% |
| United Parcel Srvc Class B |
14.62%
2,675
|
$397,585,000 | 0.06% |
| Wisdomtree Int Rt Hdg Hgh Yld Etf |
14.29%
18,000
|
$396,540,000 | 0.06% |
| RTX Corp |
0.07%
4,037
|
$393,773,000 | 0.06% |
| Verizon |
1.59%
9,353
|
$392,479,000 | 0.06% |
| Pepsico Inc |
18.32%
2,228
|
$389,942,000 | 0.06% |
| Ishares Us Financials Etf |
No change
3,928
|
$375,782,000 | 0.06% |
| Intuitive Surgical Inc |
10.08%
937
|
$373,947,000 | 0.06% |
| Ishares Sp Mid Cap 400 Grwth Etf |
No change
3,991
|
$364,178,000 | 0.06% |
| Asml Holding N V F Sponsored Adr |
11.93%
369
|
$358,103,000 | 0.05% |
| Salesforce Inc |
No change
1,179
|
$355,091,000 | 0.05% |
| Snap Inc |
18.02%
30,543
|
$350,633,000 | 0.05% |
| Universal Display Corp. |
No change
2,000
|
$336,900,000 | 0.05% |
| Invesco Sp 500 Low Volatility Etf |
No change
5,097
|
$335,799,000 | 0.05% |
| Ibm |
No change
1,754
|
$334,943,000 | 0.05% |
| Spdr Sp Homebuilders |
Opened
2,985
|
$333,096,000 | 0.05% |
| Vaneck Gold Miners Etf |
14.47%
10,236
|
$323,662,000 | 0.05% |
| Carrier Global Corporation |
57.63%
5,476
|
$318,325,000 | 0.05% |
| Ishares Core High (dividend Etf) |
25.74%
2,885
|
$317,955,000 | 0.05% |
| Ishares Us Aerospace Defense Etf |
3.07%
2,366
|
$312,146,000 | 0.05% |
| Taiwan Semiconductr F Sponsored Adr |
10.99%
2,291
|
$311,690,000 | 0.05% |
| Progressive Co Ohio |
No change
1,507
|
$311,677,000 | 0.05% |
| Linde Plc F |
Opened
669
|
$310,630,000 | 0.05% |
| Accenture Plc F Class A |
29.09%
883
|
$306,056,000 | 0.05% |
| Synopsys, Inc. |
No change
534
|
$305,181,000 | 0.05% |
| Marsh Mc Lennan Co |
4.80%
1,467
|
$302,172,000 | 0.05% |
| Cigna Group (The) |
No change
812
|
$294,910,000 | 0.04% |
| Schwab International Equity Etf |
1.34%
7,513
|
$293,157,000 | 0.04% |
| Palantir Technologies In Class A |
1.95%
12,573
|
$289,304,000 | 0.04% |
| Amplify Cybersecurity Etf |
Opened
4,490
|
$287,853,000 | 0.04% |
| Ishares National Muni Bond Etf |
No change
2,568
|
$276,316,000 | 0.04% |
| Applied Materials Inc. |
1.25%
1,338
|
$276,065,000 | 0.04% |
| CSX Corp. |
No change
7,446
|
$276,023,000 | 0.04% |
| Ishares Msci Usa Esg Select Etf |
No change
2,528
|
$275,981,000 | 0.04% |
| Paypal Holdings Incorpor |
25.52%
4,114
|
$275,596,000 | 0.04% |
| Regeneron Pharms Inc |
1.77%
277
|
$266,609,000 | 0.04% |
| Dell Technologies Inc |
Opened
2,330
|
$265,876,000 | 0.04% |
| Select Sector Health Care Spdr Etf |
8.19%
1,793
|
$264,879,000 | 0.04% |
| Martin Marietta Material |
No change
425
|
$260,924,000 | 0.04% |
| Mondelez Intl Class A |
2.24%
3,717
|
$260,201,000 | 0.04% |
| Spdr Nuveen Blmg Hg Yl Mp Bnd Etf |
No change
10,050
|
$258,184,000 | 0.04% |
| Amplify Trnsfrmtnl Data Shrng Etf |
1.56%
7,015
|
$255,626,000 | 0.04% |
| Ford Motor Co. |
6.60%
18,701
|
$248,354,000 | 0.04% |
| Northrop Grumman Corp. |
19.59%
513
|
$246,004,000 | 0.04% |
| Colgate-Palmolive Co. |
No change
2,730
|
$245,836,000 | 0.04% |
| Shell Plc F Sponsored Adr |
No change
3,651
|
$244,763,000 | 0.04% |
| Ameren Corp. |
5.03%
3,304
|
$244,363,000 | 0.04% |
| Schwab Us Small Cap Etf |
0.49%
4,921
|
$242,353,000 | 0.04% |
| Stifel Finl Co |
No change
3,058
|
$239,043,000 | 0.04% |
| Cadiz Inc. |
15.12%
81,921
|
$237,570,000 | 0.04% |
| Blackrock Inc. |
Opened
283
|
$235,937,000 | 0.04% |
| Moodys Corp |
No change
600
|
$235,818,000 | 0.04% |
| Travelers |
Opened
1,023
|
$235,433,000 | 0.04% |
| Invesco Ftse Rafi Us 1000 Etf |
No change
6,000
|
$230,820,000 | 0.04% |
| Chipotle Mexican Grl |
Opened
79
|
$229,634,000 | 0.03% |
| United Rentals, Inc. |
Opened
317
|
$228,591,000 | 0.03% |
| Ishares Msci Emerging Markets Etf |
2.70%
5,552
|
$228,112,000 | 0.03% |
| Aon Plc F Class A |
Opened
676
|
$225,594,000 | 0.03% |
| Inhibrx, Inc. |
No change
6,300
|
$220,248,000 | 0.03% |
| Comcast Corp Class A |
2.51%
5,078
|
$220,131,000 | 0.03% |
| Apollo Global Mgmt Inc N |
Opened
1,937
|
$217,815,000 | 0.03% |
| Amplify Ai Powered Equity Etf |
Opened
5,962
|
$217,511,000 | 0.03% |
| Ishares Bitcoin Etf |
Opened
5,370
|
$217,323,000 | 0.03% |
| Etfmg Prime Cyber Security Etf |
Closed
3,555
|
$214,757,000 | |
| Consolidated Edison, Inc. |
Closed
2,352
|
$213,961,000 | |
| Ai Powered Equity Etf |
Closed
6,002
|
$213,704,000 | |
| Qualcomm, Inc. |
Opened
1,259
|
$213,241,000 | 0.03% |
| Select Str Financial Select Spdr Etf |
Opened
5,013
|
$211,157,000 | 0.03% |
| Trane Technologies Plc F |
Opened
701
|
$210,440,000 | 0.03% |
| United Airlines Hldgs |
Closed
5,000
|
$206,300,000 | |
| Ishares Sp Mid Cap 400 Value Etf |
Opened
1,737
|
$205,579,000 | 0.03% |
| Danaher Corp. |
Opened
823
|
$205,519,000 | 0.03% |
| Vertex Pharmaceutica |
Opened
484
|
$202,316,000 | 0.03% |
| Idexx Labs Inc |
Closed
362
|
$200,928,000 | |
| Spdr Fund Consumer Staples Etf |
Closed
2,778
|
$200,099,000 | |
| C V B Finl Corp |
No change
10,000
|
$178,400,000 | 0.03% |
| Kennedy Wilson Hldgs |
No change
19,041
|
$163,371,000 | 0.02% |
| Magnite Inc |
No change
13,000
|
$139,750,000 | 0.02% |
| Editas Medicine Incorpor |
22.73%
17,000
|
$126,140,000 | 0.02% |
| Quantumscape Corp Class A |
Opened
10,000
|
$62,900,000 | 0.01% |
| Nokia Oyj F Sponsored Adr |
No change
15,405
|
$54,533,000 | 0.01% |
| Cxapp Inc Class A |
Opened
10,000
|
$24,500,000 | 0.00% |
| Gossamer Bio, Inc. |
Closed
22,000
|
$20,075,000 | |
| Tonix Pharma Hldgs |
Opened
100,000
|
$18,600,000 | 0.00% |
| Heart Test Laboratories |
Opened
100,000
|
$11,690,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 234 holdings | |||
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