Lvw Advisors 13F annual report
Lvw Advisors is an investment fund managing more than $679 billion ran by Lori Dusen. There are currently 264 companies in Mrs. Dusen’s portfolio. The largest investments include Schwab Strategic Tr and Ishares Tr, together worth $242 billion.
Limited to 30 biggest holdings
$679 billion Assets Under Management (AUM)
As of 8th July 2024, Lvw Advisors’s top holding is 2,275,303 shares of Schwab Strategic Tr currently worth over $150 billion and making up 22.1% of the portfolio value.
In addition, the fund holds 2,075,822 shares of Ishares Tr worth $91.4 billion.
The third-largest holding is Vanguard Scottsdale Fds worth $56.3 billion and the next is Ishares Tr worth $32.7 billion, with 327,438 shares owned.
Currently, Lvw Advisors's portfolio is worth at least $679 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 Lvw Advisors
The Lvw Advisors office and employees reside in Pittsford, New York. According to the last 13-F report filed with the SEC, Lori Dusen serves as the CEO/CIO at Lvw Advisors.
Recent trades
In the most recent 13F filing, Lvw Advisors revealed that it had opened a new position in
Ishares Tr and bought 327,438 shares worth $32.7 billion.
The investment fund also strengthened its position in Schwab Strategic Tr by buying
29,705 additional shares.
This makes their stake in Schwab Strategic Tr total 2,275,303 shares worth $150 billion.
On the other hand, there are companies that Lvw Advisors is getting rid of from its portfolio.
Lvw Advisors closed its position in Schwab Strategic Tr on 15th July 2024.
It sold the previously owned 235,379 shares for $5.8 billion.
Lori Dusen also disclosed a decreased stake in Vanguard Scottsdale Fds by approximately 0.1%.
This leaves the value of the investment at $56.3 billion and 618,009 shares.
One of the average hedge funds
The two most similar investment funds to Lvw Advisors are Bensler and Magnolia Group. They manage $680 billion and $678 billion respectively.
Lori Dusen investment strategy
Lvw Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 8.4% of
the total portfolio value.
The fund focuses on investments in the United States as
51.5% 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
49% of the total holdings value.
On the other hand, small-cap stocks make up only 1.1% of the portfolio.
The average market cap of the portfolio companies is close to $117 billion.
The complete list of Lvw Advisors trades based on 13F SEC filings
These positions were updated on July 15th 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 |
|---|---|---|---|
| Schwab Strategic Tr |
1.32%
2,275,303
|
$150,204,956,000 | 22.12% |
| Ishares Tr |
223.59%
2,075,822
|
$91,370,684,000 | 13.46% |
| Vanguard Scottsdale Fds |
5.98%
618,009
|
$56,282,483,000 | 8.29% |
| Ishares Tr |
Opened
327,438
|
$32,733,658,000 | 4.82% |
| Vanguard Index Fds |
4.90%
93,102
|
$34,682,096,000 | 5.11% |
| Apple Inc |
4.74%
132,102
|
$27,823,317,000 | 4.10% |
| Microsoft Corporation |
9.19%
30,126
|
$13,464,643,000 | 1.98% |
| Capital Group Gbl Growth Eqt |
1,060.11%
452,977
|
$13,335,642,000 | 1.96% |
| NVIDIA Corp |
2,073.43%
69,354
|
$8,567,994,000 | 1.26% |
| Amazon.com Inc. |
15.48%
39,745
|
$7,680,722,000 | 1.13% |
| Alphabet Inc |
24.04%
68,733
|
$12,567,708,000 | 1.85% |
| Broadcom Inc. |
25.68%
4,289
|
$6,886,786,000 | 1.01% |
| Jpmorgan Chase Co. |
23.31%
30,681
|
$6,205,481,000 | 0.91% |
| Berkshire Hathaway Inc. |
12.80%
14,915
|
$6,067,422,000 | 0.89% |
| Capital Group International |
Opened
210,292
|
$6,024,404,000 | 0.89% |
| Schwab Strategic Tr |
Closed
235,379
|
$5,797,385,000 | |
| Visa Inc |
11.77%
19,125
|
$5,019,628,000 | 0.74% |
| Vanguard Mun Bd Fds |
10.98%
92,987
|
$4,659,579,000 | 0.69% |
| Spdr Index Shs Fds |
15.24%
75,807
|
$4,607,550,000 | 0.68% |
| Abbvie Inc |
27.21%
24,160
|
$4,143,873,000 | 0.61% |
| Meta Platforms Inc |
82.47%
7,786
|
$3,926,056,000 | 0.58% |
| Altria Group Inc. |
17.67%
74,217
|
$3,380,599,000 | 0.50% |
| General Dynamics Corp. |
41.91%
11,501
|
$3,336,880,000 | 0.49% |
| Smucker J M Co |
Closed
22,008
|
$3,249,905,000 | |
| Pepsico Inc |
29.56%
19,665
|
$3,243,301,000 | 0.48% |
| Eli Lilly Co |
74.45%
3,393
|
$3,072,297,000 | 0.45% |
| Outlook Therapeutics Inc |
Closed
1,733,633
|
$3,016,522,000 | |
| Chubb Limited |
32.39%
11,714
|
$2,988,008,000 | 0.44% |
| Home Depot, Inc. |
29.11%
8,556
|
$2,945,176,000 | 0.43% |
| NextEra Energy Inc |
Closed
36,689
|
$2,722,324,000 | |
| Ishares Inc |
Opened
44,922
|
$2,659,383,000 | 0.39% |
| Mastercard Incorporated |
34.99%
5,856
|
$2,583,567,000 | 0.38% |
| Johnson Johnson |
32.56%
17,406
|
$2,544,098,000 | 0.37% |
| Novo-nordisk A S |
45.40%
16,641
|
$2,375,337,000 | 0.35% |
| Paychex Inc. |
24.93%
19,676
|
$2,332,729,000 | 0.34% |
| AMGEN Inc. |
56.93%
7,351
|
$2,296,879,000 | 0.34% |
| Us Bancorp Del |
Opened
53,943
|
$2,141,538,000 | 0.32% |
| Ishares U S Etf Tr |
3.77%
41,659
|
$2,096,698,000 | 0.31% |
| Exxon Mobil Corp. |
11.76%
18,128
|
$2,086,876,000 | 0.31% |
| Mcdonalds Corp |
39.92%
8,130
|
$2,071,733,000 | 0.31% |
| Cisco Sys Inc |
41.11%
43,092
|
$2,047,278,000 | 0.30% |
| Broadstone Net Lease, Inc. |
No change
127,190
|
$2,018,506,000 | 0.30% |
| Walgreens Boots Alliance Inc |
Closed
65,982
|
$1,879,828,000 | |
| Cintas Corporation |
Opened
2,662
|
$1,864,093,000 | 0.27% |
| Verizon Communications Inc |
41.11%
43,549
|
$1,795,976,000 | 0.26% |
| Bank America Corp |
Opened
45,030
|
$1,790,844,000 | 0.26% |
| Anebulo Pharmaceuticals Inc |
4.51%
642,039
|
$1,752,767,000 | 0.26% |
| Walmart Inc |
827.39%
25,633
|
$1,735,602,000 | 0.26% |
| Chevron Corp. |
34.79%
11,076
|
$1,732,508,000 | 0.26% |
| Coca-Cola Co |
Opened
27,080
|
$1,723,642,000 | 0.25% |
| Duke Energy Corp. |
Opened
17,081
|
$1,712,029,000 | 0.25% |
| Spdr Sp 500 Etf Tr |
7.66%
2,995
|
$1,629,936,000 | 0.24% |
| Asml Holding N V |
10.14%
1,550
|
$1,585,232,000 | 0.23% |
| Taiwan Semiconductor Mfg Ltd |
15.36%
9,089
|
$1,579,760,000 | 0.23% |
| Costco Whsl Corp New |
122.30%
1,834
|
$1,559,286,000 | 0.23% |
| Ishares Tr |
Closed
64,945
|
$2,656,755,000 | |
| Astrazeneca plc |
1.68%
19,074
|
$1,487,611,000 | 0.22% |
| Morgan Stanley |
Opened
15,015
|
$1,459,308,000 | 0.21% |
| Dominos Pizza Inc |
Opened
2,776
|
$1,433,333,000 | 0.21% |
| Lennox International Inc |
28.68%
2,674
|
$1,430,537,000 | 0.21% |
| HCA Healthcare Inc |
Opened
4,315
|
$1,386,324,000 | 0.20% |
| Sap SE |
28.05%
6,830
|
$1,377,680,000 | 0.20% |
| Procter And Gamble Co |
60.23%
8,352
|
$1,377,344,000 | 0.20% |
| TotalEnergies SE |
24.48%
20,507
|
$1,367,407,000 | 0.20% |
| Vanguard Whitehall Fds |
132.59%
10,985
|
$1,302,821,000 | 0.19% |
| WEC Energy Group Inc |
61.38%
16,203
|
$1,271,308,000 | 0.19% |
| Pnc Finl Svcs Group Inc |
Opened
8,091
|
$1,257,989,000 | 0.19% |
| Unitedhealth Group Inc |
65.12%
2,462
|
$1,254,032,000 | 0.18% |
| Ferrari N.V. |
24.62%
3,022
|
$1,234,095,000 | 0.18% |
| Sp Global Inc |
Opened
2,711
|
$1,209,106,000 | 0.18% |
| American Elec Pwr Co Inc |
Opened
13,293
|
$1,166,328,000 | 0.17% |
| Gilead Sciences, Inc. |
204.69%
16,880
|
$1,158,143,000 | 0.17% |
| The Southern Co. |
Opened
14,929
|
$1,158,043,000 | 0.17% |
| RTX Corp |
67.86%
11,036
|
$1,107,952,000 | 0.16% |
| Caterpillar Inc. |
132.40%
3,242
|
$1,079,911,000 | 0.16% |
| Applied Matls Inc |
45.14%
4,537
|
$1,070,687,000 | 0.16% |
| Kimberly-Clark Corp. |
Opened
7,686
|
$1,062,206,000 | 0.16% |
| Netflix Inc. |
31.06%
1,534
|
$1,035,266,000 | 0.15% |
| Deere Co |
55.36%
2,735
|
$1,021,879,000 | 0.15% |
| Teradyne, Inc. |
3.33%
6,772
|
$1,004,220,000 | 0.15% |
| Lpl Finl Hldgs Inc |
2.51%
3,589
|
$1,002,408,000 | 0.15% |
| Bentley Sys Inc |
1.54%
19,975
|
$985,966,000 | 0.15% |
| Medtronic Plc |
58.87%
12,118
|
$953,808,000 | 0.14% |
| Cooper Cos Inc |
Closed
2,446
|
$937,870,000 | |
| Eog Res Inc |
Opened
7,440
|
$936,473,000 | 0.14% |
| Target Corp |
217.39%
6,278
|
$929,396,000 | 0.14% |
| Prudential Finl Inc |
Opened
7,579
|
$888,184,000 | 0.13% |
| Tesla Inc |
170.63%
4,441
|
$878,786,000 | 0.13% |
| Pulte Group Inc |
Opened
7,911
|
$871,002,000 | 0.13% |
| Parker-Hannifin Corp. |
Opened
1,710
|
$864,936,000 | 0.13% |
| Bank New York Mellon Corp |
Opened
14,058
|
$841,934,000 | 0.12% |
| Merck Co Inc |
30.47%
6,792
|
$840,871,000 | 0.12% |
| Cooper Cos Inc |
Opened
9,549
|
$833,628,000 | 0.12% |
| MetLife, Inc. |
Opened
11,802
|
$828,383,000 | 0.12% |
| HP Inc |
Opened
23,606
|
$826,683,000 | 0.12% |
| Moodys Corp |
Opened
1,960
|
$825,023,000 | 0.12% |
| Masco Corp. |
Opened
12,029
|
$801,974,000 | 0.12% |
| Equifax, Inc. |
3.11%
3,307
|
$801,816,000 | 0.12% |
| American Express Co. |
27.52%
3,452
|
$799,345,000 | 0.12% |
| Watsco, Inc. |
0.41%
1,712
|
$793,067,000 | 0.12% |
| Berkley W R Corp |
3.23%
10,064
|
$790,830,000 | 0.12% |
| Truist Finl Corp |
Opened
20,173
|
$783,722,000 | 0.12% |
| Ansys Inc. |
Closed
2,358
|
$778,777,000 | |
| Lyondellbasell Industries N |
Opened
8,105
|
$775,325,000 | 0.11% |
| Nordson Corp. |
4.36%
3,270
|
$758,444,000 | 0.11% |
| Pool Corporation |
7.53%
2,445
|
$751,422,000 | 0.11% |
| Interactive Brokers Group In |
30.72%
6,126
|
$751,048,000 | 0.11% |
| Dbx Etf Tr |
3.84%
18,115
|
$750,700,000 | 0.11% |
| Rollins, Inc. |
37.00%
15,263
|
$744,682,000 | 0.11% |
| Lowes Cos Inc |
139.63%
3,338
|
$735,896,000 | 0.11% |
| Cencora Inc. |
Opened
3,210
|
$723,213,000 | 0.11% |
| Fair Isaac Corp. |
11.11%
480
|
$714,557,000 | 0.11% |
| United Parcel Service, Inc. |
349.96%
5,143
|
$703,795,000 | 0.10% |
| Zebra Technologies Corporati |
4.01%
2,275
|
$702,816,000 | 0.10% |
| RELX Plc |
81.30%
15,189
|
$696,872,000 | 0.10% |
| Saia Inc. |
15.15%
1,467
|
$695,784,000 | 0.10% |
| Union Pac Corp |
78.64%
3,020
|
$683,206,000 | 0.10% |
| Constellation Brands, Inc. |
22.98%
2,654
|
$682,822,000 | 0.10% |
| Henry Jack Assoc Inc |
1.38%
4,076
|
$676,698,000 | 0.10% |
| Aspen Technology Inc |
9.03%
3,386
|
$672,562,000 | 0.10% |
| Price T Rowe Group Inc |
Opened
5,790
|
$667,645,000 | 0.10% |
| Ishares Inc |
Closed
16,289
|
$1,093,040,000 | |
| Charles Riv Labs Intl Inc |
3.24%
3,105
|
$641,431,000 | 0.09% |
| Global X Fds |
Closed
31,911
|
$633,115,000 | |
| Public Svc Enterprise Grp In |
Opened
8,547
|
$629,914,000 | 0.09% |
| Abbott Labs |
65.38%
5,995
|
$622,990,000 | 0.09% |
| Zurn Elkay Water Solns Corp |
Opened
20,633
|
$606,611,000 | 0.09% |
| Goldman Sachs Group, Inc. |
Opened
1,339
|
$605,657,000 | 0.09% |
| Bright Horizons Fam Sol In D |
3.40%
5,483
|
$603,569,000 | 0.09% |
| Mckesson Corporation |
Opened
1,018
|
$594,553,000 | 0.09% |
| Allegion plc |
4.93%
4,996
|
$590,278,000 | 0.09% |
| Bjs Whsl Club Hldgs Inc |
Opened
6,701
|
$588,616,000 | 0.09% |
| Intuitive Surgical Inc |
114.63%
1,320
|
$587,202,000 | 0.09% |
| Jacobs Solutions Inc |
27.88%
4,179
|
$583,849,000 | 0.09% |
| Automatic Data Processing In |
Opened
2,432
|
$580,495,000 | 0.09% |
| Dolby Laboratories Inc |
4.13%
7,305
|
$578,776,000 | 0.09% |
| Comcast Corp New |
Opened
14,745
|
$577,432,000 | 0.09% |
| Pfizer Inc. |
73.96%
20,338
|
$569,068,000 | 0.08% |
| Fifth Third Bancorp |
Opened
15,533
|
$566,800,000 | 0.08% |
| Canadian Natl Ry Co |
Opened
4,735
|
$559,346,000 | 0.08% |
| Diageo plc |
15.40%
4,433
|
$558,950,000 | 0.08% |
| Philip Morris International Inc |
82.24%
5,428
|
$550,020,000 | 0.08% |
| Ecolab, Inc. |
Opened
2,298
|
$546,924,000 | 0.08% |
| HDFC Bank Ltd. |
Closed
7,831
|
$545,821,000 | |
| Enovix Corporation |
27.84%
35,265
|
$545,197,000 | 0.08% |
| Disney Walt Co |
56.11%
5,439
|
$540,082,000 | 0.08% |
| BP plc |
8.71%
14,819
|
$534,957,000 | 0.08% |
| Emerson Elec Co |
Opened
4,841
|
$533,285,000 | 0.08% |
| Thermo Fisher Scientific Inc. |
9.41%
953
|
$527,009,000 | 0.08% |
| Travelers Companies Inc. |
Opened
2,574
|
$523,398,000 | 0.08% |
| Blackrock Inc. |
22.74%
664
|
$522,839,000 | 0.08% |
| Equity Residential |
Opened
7,476
|
$518,386,000 | 0.08% |
| Exponent Inc. |
14.46%
5,448
|
$518,214,000 | 0.08% |
| MercadoLibre Inc |
25.48%
313
|
$514,385,000 | 0.08% |
| Adobe Inc |
41.22%
925
|
$513,875,000 | 0.08% |
| Wells Fargo Co New |
13.41%
8,649
|
$513,665,000 | 0.08% |
| TE Connectivity Ltd |
Opened
3,382
|
$508,755,000 | 0.07% |
| Chemed Corp. |
5.55%
936
|
$507,855,000 | 0.07% |
| Broadridge Finl Solutions In |
Opened
2,572
|
$506,684,000 | 0.07% |
| Bristol-Myers Squibb Co. |
82.65%
11,816
|
$490,717,000 | 0.07% |
| Stmicroelectronics N V |
10.28%
12,295
|
$482,948,000 | 0.07% |
| Lockheed Martin Corp. |
47.50%
1,034
|
$482,751,000 | 0.07% |
| Best Buy Co. Inc. |
Opened
5,716
|
$481,802,000 | 0.07% |
| Teledyne Technologies Inc |
0.24%
1,233
|
$478,380,000 | 0.07% |
| MSCI Inc |
Opened
990
|
$476,933,000 | 0.07% |
| 3M Co. |
Opened
4,620
|
$472,150,000 | 0.07% |
| KLA Corp. |
Opened
572
|
$471,620,000 | 0.07% |
| Qualcomm, Inc. |
Opened
2,362
|
$470,413,000 | 0.07% |
| Choice Hotels International, Inc. |
5.30%
3,952
|
$470,288,000 | 0.07% |
| Salesforce Inc |
Opened
1,826
|
$469,465,000 | 0.07% |
| Carrier Global Corporation |
23.00%
7,411
|
$467,486,000 | 0.07% |
| State Str Corp |
Opened
6,239
|
$461,686,000 | 0.07% |
| Honeywell International Inc |
89.96%
2,139
|
$456,763,000 | 0.07% |
| Consolidated Edison, Inc. |
Opened
4,984
|
$445,670,000 | 0.07% |
| Intercontinental Exchange In |
Opened
3,246
|
$444,323,000 | 0.07% |
| Hartford Finl Svcs Group Inc |
Opened
4,400
|
$442,376,000 | 0.07% |
| Thor Inds Inc |
0.79%
4,715
|
$440,617,000 | 0.06% |
| Elevance Health Inc |
Opened
812
|
$439,991,000 | 0.06% |
| SiteOne Landscape Supply Inc |
9.77%
3,574
|
$433,920,000 | 0.06% |
| Knife River Corp |
Opened
5,832
|
$409,057,000 | 0.06% |
| Xylem Inc |
Opened
2,997
|
$406,484,000 | 0.06% |
| Scotts Miracle-Gro Company |
4.86%
6,223
|
$404,869,000 | 0.06% |
| Kinder Morgan Inc |
Opened
20,233
|
$402,030,000 | 0.06% |
| TFI International Inc |
40.99%
2,720
|
$394,836,000 | 0.06% |
| Chipotle Mexican Grill |
6,150.00%
6,250
|
$391,563,000 | 0.06% |
| Proshares Tr |
2.13%
3,897
|
$374,619,000 | 0.06% |
| Genmab A/s |
12.75%
14,606
|
$367,049,000 | 0.05% |
| Owens Corning |
Opened
2,069
|
$359,427,000 | 0.05% |
| L3Harris Technologies Inc |
88.04%
1,599
|
$359,050,000 | 0.05% |
| Freshpet Inc |
42.84%
2,769
|
$358,281,000 | 0.05% |
| Ares Capital Corp |
3.51%
17,171
|
$357,852,000 | 0.05% |
| Palantir Technologies Inc. |
Opened
14,012
|
$354,924,000 | 0.05% |
| Eaton Corp Plc |
Opened
1,127
|
$353,371,000 | 0.05% |
| Alps Etf Tr |
32.40%
7,355
|
$352,893,000 | 0.05% |
| Outlook Therapeutics Inc |
Opened
47,730
|
$352,248,000 | 0.05% |
| Edison Intl |
Opened
4,867
|
$349,500,000 | 0.05% |
| Vertex Pharmaceuticals, Inc. |
Opened
742
|
$347,791,000 | 0.05% |
| Blackstone Inc |
11.48%
2,788
|
$345,172,000 | 0.05% |
| Vici Pptys Inc |
Opened
11,932
|
$341,733,000 | 0.05% |
| Deutsche Bank A G |
Opened
21,217
|
$338,199,000 | 0.05% |
| Conocophillips |
1.10%
2,944
|
$336,735,000 | 0.05% |
| Booking Holdings Inc |
Opened
85
|
$336,728,000 | 0.05% |
| Credit Accep Corp Mich |
3.12%
652
|
$335,572,000 | 0.05% |
| Oracle Corp. |
Opened
2,364
|
$333,797,000 | 0.05% |
| Advanced Micro Devices Inc. |
Opened
2,053
|
$333,018,000 | 0.05% |
| NatWest Group plc |
Opened
41,358
|
$332,105,000 | 0.05% |
| Pacer Fds Tr |
Closed
7,936
|
$327,757,000 | |
| Humana Inc. |
Opened
875
|
$326,944,000 | 0.05% |
| Anheuser-Busch InBev SA/NV |
35.31%
5,532
|
$321,686,000 | 0.05% |
| Tandem Diabetes Care Inc |
Opened
7,869
|
$317,043,000 | 0.05% |
| NICE Ltd |
Closed
1,522
|
$314,293,000 | |
| EBay Inc. |
86.82%
5,823
|
$312,823,000 | 0.05% |
| Stryker Corp. |
11.08%
915
|
$311,294,000 | 0.05% |
| ServiceNow Inc |
Opened
393
|
$309,162,000 | 0.05% |
| Nike, Inc. |
18.83%
4,090
|
$308,246,000 | 0.05% |
| Illinois Tool Wks Inc |
Opened
1,299
|
$307,812,000 | 0.05% |
| Danaher Corp. |
8.57%
1,229
|
$307,066,000 | 0.05% |
| Eversource Energy |
Opened
5,398
|
$306,121,000 | 0.05% |
| International Business Machs |
Opened
1,739
|
$300,761,000 | 0.04% |
| Tjx Cos Inc New |
Opened
2,714
|
$298,812,000 | 0.04% |
| Intel Corp. |
Opened
9,468
|
$293,233,000 | 0.04% |
| Accenture Plc Ireland |
41.32%
961
|
$291,578,000 | 0.04% |
| Fastenal Co. |
Opened
4,508
|
$283,283,000 | 0.04% |
| BeiGene Ltd |
9.70%
1,979
|
$282,344,000 | 0.04% |
| Colgate-Palmolive Co. |
Opened
2,900
|
$281,416,000 | 0.04% |
| Entergy Corp. |
Opened
2,622
|
$280,554,000 | 0.04% |
| British Amern Tob Plc |
55.96%
9,067
|
$280,444,000 | 0.04% |
| National Grid Plc |
Opened
4,826
|
$274,117,000 | 0.04% |
| Taseko Mines Ltd. |
15.17%
111,880
|
$274,106,000 | 0.04% |
| Vita Coco Co Inc |
Closed
10,153
|
$272,812,000 | |
| Corning, Inc. |
Opened
6,909
|
$268,415,000 | 0.04% |
| Phillips 66 |
Opened
1,899
|
$268,082,000 | 0.04% |
| Oscar Health, Inc. |
35.39%
16,849
|
$266,552,000 | 0.04% |
| Wp Carey Inc |
Closed
3,905
|
$263,822,000 | |
| RPM International, Inc. |
Opened
2,440
|
$262,740,000 | 0.04% |
| Uber Technologies Inc |
Opened
3,608
|
$262,230,000 | 0.04% |
| Principal Financial Group In |
Opened
3,336
|
$261,710,000 | 0.04% |
| Essential Utils Inc |
Opened
7,000
|
$261,310,000 | 0.04% |
| Resmed Inc. |
Opened
1,361
|
$260,523,000 | 0.04% |
| Eastman Chem Co |
Closed
3,105
|
$259,951,000 | |
| Intuit Inc |
Opened
394
|
$258,941,000 | 0.04% |
| Embraer S.A. |
Opened
9,980
|
$257,484,000 | 0.04% |
| Agilent Technologies Inc. |
Opened
1,971
|
$255,501,000 | 0.04% |
| Extra Space Storage Inc. |
Opened
1,633
|
$253,785,000 | 0.04% |
| Vanguard Index Fds |
Opened
1,153
|
$251,388,000 | 0.04% |
| Natera Inc |
Opened
2,281
|
$247,010,000 | 0.04% |
| Arista Networks Inc |
Opened
689
|
$241,481,000 | 0.04% |
| Cenovus Energy Inc |
3.24%
12,117
|
$238,221,000 | 0.04% |
| America Movil Sab De Cv |
18.93%
13,907
|
$236,419,000 | 0.03% |
| Mccormick Co Inc |
Opened
3,326
|
$235,915,000 | 0.03% |
| Texas Instrs Inc |
38.05%
1,208
|
$234,993,000 | 0.03% |
| CVS Health Corp |
Opened
3,972
|
$234,587,000 | 0.03% |
| Controladora Vuela Comp De A |
Closed
16,770
|
$233,942,000 | |
| Shopify Inc |
29.38%
3,498
|
$231,043,000 | 0.03% |
| Tyson Foods, Inc. |
Opened
4,033
|
$230,446,000 | 0.03% |
| Hubbell Inc. |
Opened
627
|
$229,156,000 | 0.03% |
| Old Dominion Freight Line In |
Opened
1,294
|
$228,521,000 | 0.03% |
| Zoetis Inc |
Opened
1,315
|
$227,969,000 | 0.03% |
| Tompkins Finl Corp |
Closed
4,077
|
$227,089,000 | |
| Omnicom Group, Inc. |
Opened
2,531
|
$227,031,000 | 0.03% |
| Pentair plc |
Opened
2,925
|
$224,260,000 | 0.03% |
| nVent Electric plc |
Opened
2,925
|
$224,085,000 | 0.03% |
| Bunge Global SA |
Opened
2,074
|
$221,441,000 | 0.03% |
| Synopsys, Inc. |
Opened
369
|
$219,578,000 | 0.03% |
| Fluor Corp New |
Opened
5,000
|
$217,750,000 | 0.03% |
| Canadian Pacific Kansas City |
Closed
2,661
|
$214,929,000 | |
| Blackstone Secd Lending Fd |
Opened
7,000
|
$214,340,000 | 0.03% |
| Nxp Semiconductors N V |
Opened
793
|
$213,389,000 | 0.03% |
| Glaukos Corporation |
Opened
1,800
|
$213,030,000 | 0.03% |
| Vanguard Bd Index Fds |
32.37%
2,818
|
$211,041,000 | 0.03% |
| Amphenol Corp. |
Opened
3,127
|
$210,666,000 | 0.03% |
| Calix Inc |
24.87%
5,860
|
$207,620,000 | 0.03% |
| Aon plc. |
17.41%
707
|
$207,562,000 | 0.03% |
| Starbucks Corp. |
16.01%
2,649
|
$206,212,000 | 0.03% |
| Cameco Corp. |
Opened
4,189
|
$206,099,000 | 0.03% |
| Vanguard Intl Equity Index F |
91.54%
4,675
|
$204,562,000 | 0.03% |
| Warby Parker Inc. |
Opened
12,527
|
$201,184,000 | 0.03% |
| Vanguard Scottsdale Fds |
Opened
2,600
|
$200,915,000 | 0.03% |
| Nokia Corp |
Closed
38,387
|
$159,690,000 | |
| Viatris Inc. |
20.72%
13,472
|
$143,208,000 | 0.02% |
| Phathom Pharmaceuticals Inc |
Opened
12,909
|
$132,963,000 | 0.02% |
| Indie Semiconductor Inc |
Closed
13,948
|
$131,112,000 | |
| Cnh Indl N V |
Opened
10,000
|
$101,300,000 | 0.01% |
| Prospect Cap Corp |
1.61%
12,348
|
$68,283,000 | 0.01% |
| Complete Solaria Inc |
Opened
13,702
|
$15,347,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 285 holdings | |||
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