Intercontinental Wealth Advisors 13F annual report
Intercontinental Wealth Advisors is an investment fund managing more than $391 billion ran by Marissa Oyervides. There are currently 232 companies in Mrs. Oyervides’s portfolio. The largest investments include Spdr Sp 500 Etf Tr and Apple Inc, together worth $61.7 billion.
Limited to 30 biggest holdings
$391 billion Assets Under Management (AUM)
As of 14th July 2023, Intercontinental Wealth Advisors’s top holding is 95,724 shares of Spdr Sp 500 Etf Tr currently worth over $42.4 billion and making up 10.8% of the portfolio value.
In addition, the fund holds 99,528 shares of Apple Inc worth $19.3 billion, whose value fell approximately 0.1% in the past six months.
The third-largest holding is Berkshire Hathaway worth $15.1 billion and the next is Spdr Dow Jones Indl Average worth $11.9 billion, with 34,600 shares owned.
Currently, Intercontinental Wealth Advisors's portfolio is worth at least $391 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 Intercontinental Wealth Advisors
The Intercontinental Wealth Advisors office and employees reside in San Antonio, Texas. According to the last 13-F report filed with the SEC, Marissa Oyervides serves as the Chief Operations Officer at Intercontinental Wealth Advisors.
Recent trades
In the most recent 13F filing, Intercontinental Wealth Advisors revealed that it had opened a new position in
Spdr Gold Tr and bought 33,571 shares worth $5.98 billion.
The investment fund also strengthened its position in Spdr Sp 500 Etf Tr by buying
4,028 additional shares.
This makes their stake in Spdr Sp 500 Etf Tr total 95,724 shares worth $42.4 billion.
On the other hand, there are companies that Intercontinental Wealth Advisors is getting rid of from its portfolio.
Intercontinental Wealth Advisors closed its position in America Movil Sab De Cv on 21st July 2023.
It sold the previously owned 39,137 shares for $712 million.
Marissa Oyervides also disclosed a decreased stake in Berkshire Hathaway by approximately 0.1%.
This leaves the value of the investment at $15.1 billion and 44,274 shares.
One of the average hedge funds
The two most similar investment funds to Intercontinental Wealth Advisors are Wooster Corthell Wealth Management, Inc and Brickley Wealth Management. They manage $391 billion and $391 billion respectively.
Marissa Oyervides investment strategy
Intercontinental Wealth Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 9.6% of
the total portfolio value.
The fund focuses on investments in the United States as
44.4% 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
36% of the total holdings value.
On the other hand, small-cap stocks make up only 1.3% of the portfolio.
The average market cap of the portfolio companies is close to $126 billion.
The complete list of Intercontinental Wealth Advisors trades based on 13F SEC filings
These positions were updated on July 21st 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 |
|---|---|---|---|
| Spdr Sp 500 Etf Tr |
4.39%
95,724
|
$42,432,406,000 | 10.85% |
| Apple Inc |
20.71%
99,528
|
$19,305,441,000 | 4.94% |
| Berkshire Hathaway Inc. |
7.95%
44,274
|
$15,097,434,000 | 3.86% |
| Spdr Dow Jones Indl Average |
21.50%
34,600
|
$11,897,210,000 | 3.04% |
| Ishares Tr |
3.12%
433,562
|
$33,305,556,000 | 8.52% |
| Amazon.com Inc. |
16.50%
68,305
|
$8,904,240,000 | 2.28% |
| Ark Etf Tr |
28.93%
166,881
|
$7,366,127,000 | 1.88% |
| Spdr Gold Tr |
Opened
33,571
|
$5,984,702,000 | 1.53% |
| Proshares Tr |
61.87%
250,776
|
$14,455,262,000 | 3.70% |
| Ishares Tr |
Opened
197,356
|
$19,753,294,000 | 5.05% |
| Spdr Index Shs Fds |
1.07%
88,400
|
$5,075,058,000 | 1.30% |
| Ishares Inc |
7.30%
130,243
|
$6,621,443,000 | 1.69% |
| Meta Platforms Inc |
37.44%
15,016
|
$4,309,292,000 | 1.10% |
| Alphabet Inc |
3.56%
57,090
|
$6,873,278,000 | 1.76% |
| Microsoft Corporation |
28.27%
9,060
|
$3,085,292,000 | 0.79% |
| Watsco, Inc. |
0.56%
7,675
|
$2,927,782,000 | 0.75% |
| Spdr Sp Midcap 400 Etf Tr |
2.39%
5,953
|
$2,850,951,000 | 0.73% |
| Jpmorgan Chase Co |
3.64%
19,439
|
$2,827,226,000 | 0.72% |
| Global X Fds |
0.37%
50,405
|
$2,744,048,000 | 0.70% |
| Capital One Finl Corp |
38.55%
23,353
|
$2,554,118,000 | 0.65% |
| Wells Fargo Co New |
12.53%
57,530
|
$2,455,380,000 | 0.63% |
| Applied Matls Inc |
17.23%
16,241
|
$2,347,474,000 | 0.60% |
| Spdr Ser Tr |
16.30%
85,933
|
$4,857,743,000 | 1.24% |
| Exchange Traded Concepts Tr |
5.86%
87,456
|
$2,311,988,000 | 0.59% |
| Thor Inds Inc |
0.51%
19,381
|
$2,005,934,000 | 0.51% |
| Vanguard Intl Equity Index F |
4.64%
73,729
|
$4,299,610,000 | 1.10% |
| SiteOne Landscape Supply Inc |
9.58%
11,134
|
$1,863,386,000 | 0.48% |
| Ishares Gold Tr |
Opened
49,248
|
$1,792,135,000 | 0.46% |
| Texas Instrs Inc |
7.30%
9,741
|
$1,753,575,000 | 0.45% |
| Altria Group Inc. |
1.97%
37,205
|
$1,685,406,000 | 0.43% |
| Wisdomtree Tr |
2.67%
179,594
|
$7,641,805,000 | 1.95% |
| Apartment Income REIT Corp. |
Opened
46,148
|
$1,665,471,000 | 0.43% |
| Houlihan Lokey Inc |
0.47%
16,843
|
$1,655,835,000 | 0.42% |
| Vanguard Index Fds |
2.42%
13,401
|
$3,601,718,000 | 0.92% |
| NVIDIA Corp |
47.68%
3,815
|
$1,613,821,000 | 0.41% |
| Pepsico Inc |
8.72%
8,512
|
$1,576,593,000 | 0.40% |
| Tesla Inc |
78.22%
6,010
|
$1,573,238,000 | 0.40% |
| Landstar Sys Inc |
2.30%
8,128
|
$1,564,965,000 | 0.40% |
| Novo-nordisk A S |
20.63%
9,362
|
$1,515,052,000 | 0.39% |
| Ares Capital Corp |
Opened
80,525
|
$1,513,063,000 | 0.39% |
| Primerica Inc |
2.34%
7,442
|
$1,471,730,000 | 0.38% |
| Viatris Inc. |
47.21%
142,282
|
$1,419,974,000 | 0.36% |
| Invesco Exchange Traded Fd T |
6.91%
9,448
|
$1,413,799,000 | 0.36% |
| Evertec Inc |
0.63%
38,089
|
$1,402,818,000 | 0.36% |
| Hillman Solutions Corp |
50.04%
155,538
|
$1,401,397,000 | 0.36% |
| Bank New York Mellon Corp |
19.31%
31,408
|
$1,398,284,000 | 0.36% |
| Netflix Inc. |
89.26%
3,119
|
$1,373,888,000 | 0.35% |
| Home Depot, Inc. |
0.66%
4,401
|
$1,367,127,000 | 0.35% |
| Vanguard Scottsdale Fds |
Opened
17,797
|
$1,346,521,000 | 0.34% |
| RBC Bearings Inc. |
0.29%
6,171
|
$1,342,007,000 | 0.34% |
| Fuller H B Co |
49.88%
17,767
|
$1,270,518,000 | 0.32% |
| Raytheon Technologies Corp |
9.90%
12,842
|
$1,258,002,000 | 0.32% |
| Disney Walt Co |
13.81%
14,000
|
$1,249,920,000 | 0.32% |
| Medtronic Plc |
16.67%
14,155
|
$1,247,056,000 | 0.32% |
| Johnson Johnson |
2.27%
7,482
|
$1,238,421,000 | 0.32% |
| Henry Jack Assoc Inc |
18.92%
7,349
|
$1,229,708,000 | 0.31% |
| Owens Corning |
47.54%
9,314
|
$1,215,477,000 | 0.31% |
| Lennar Corp. |
0.03%
9,624
|
$1,205,983,000 | 0.31% |
| Construction Partners Inc |
0.26%
37,820
|
$1,187,170,000 | 0.30% |
| National Beverage Corp. |
0.24%
24,507
|
$1,184,913,000 | 0.30% |
| Accenture Plc Ireland |
22.13%
3,786
|
$1,168,284,000 | 0.30% |
| Cheesecake Factory Inc. |
0.10%
33,590
|
$1,161,542,000 | 0.30% |
| RLI Corp. |
20.38%
8,371
|
$1,142,390,000 | 0.29% |
| Scotts Miracle-Gro Company |
0.37%
17,801
|
$1,115,945,000 | 0.29% |
| Azenta Inc |
0.13%
23,697
|
$1,106,176,000 | 0.28% |
| Getty Rlty Corp New |
Opened
31,857
|
$1,077,404,000 | 0.28% |
| Cigna Group (The) |
1.99%
3,832
|
$1,075,259,000 | 0.27% |
| Unilever plc |
15.95%
20,086
|
$1,047,083,000 | 0.27% |
| Unifirst Corp Mass |
1.05%
6,501
|
$1,007,720,000 | 0.26% |
| WD-40 Co. |
0.25%
5,303
|
$1,000,411,000 | 0.26% |
| Enbridge Inc |
0.82%
26,539
|
$985,978,000 | 0.25% |
| Armstrong World Inds Inc New |
0.24%
13,288
|
$976,136,000 | 0.25% |
| Teck Resources Ltd |
1.32%
23,152
|
$974,699,000 | 0.25% |
| Albany Intl Corp |
31.19%
10,399
|
$970,019,000 | 0.25% |
| Us Bancorp Del |
11.20%
28,742
|
$949,636,000 | 0.24% |
| Vanguard Bd Index Fds |
Opened
17,473
|
$1,188,385,000 | 0.30% |
| Intel Corp. |
24.38%
27,479
|
$918,898,000 | 0.23% |
| Oracle Corp. |
44.50%
7,561
|
$900,439,000 | 0.23% |
| Leslies Inc |
0.73%
95,482
|
$896,576,000 | 0.23% |
| Badger Meter Inc. |
3.47%
6,017
|
$887,869,000 | 0.23% |
| John Bean Technologies Corp |
0.25%
7,213
|
$874,937,000 | 0.22% |
| Bentley Sys Inc |
1.96%
16,105
|
$873,374,000 | 0.22% |
| Spdr Ser Tr |
Opened
29,577
|
$854,036,000 | 0.22% |
| America Movil Sab De Cv |
Opened
38,761
|
$838,788,000 | 0.21% |
| CGI Inc |
2.54%
7,688
|
$810,727,000 | 0.21% |
| Merck Co Inc |
5.54%
6,941
|
$800,922,000 | 0.20% |
| Goldman Sachs BDC Inc |
Opened
57,645
|
$798,960,000 | 0.20% |
| Stock Yds Bancorp Inc |
1.71%
17,350
|
$787,170,000 | 0.20% |
| Lilly Eli Co |
29.74%
1,675
|
$785,542,000 | 0.20% |
| RELX Plc |
0.57%
23,170
|
$774,573,000 | 0.20% |
| Petroleo Brasileiro Sa Petro |
1.58%
55,527
|
$767,938,000 | 0.20% |
| Novartis AG |
0.32%
7,464
|
$753,192,000 | 0.19% |
| Pfizer Inc. |
9.08%
20,529
|
$753,004,000 | 0.19% |
| Visa Inc |
20.27%
3,151
|
$748,299,000 | 0.19% |
| Markel Group Inc |
0.37%
539
|
$745,534,000 | 0.19% |
| C.H. Robinson Worldwide, Inc. |
0.17%
7,880
|
$743,478,000 | 0.19% |
| Adobe Systems Incorporated |
0.53%
1,519
|
$742,776,000 | 0.19% |
| Graco Inc. |
45.12%
8,510
|
$734,839,000 | 0.19% |
| Cooper Cos Inc |
2.21%
1,897
|
$727,367,000 | 0.19% |
| Bristol-Myers Squibb Co. |
4.53%
11,371
|
$727,175,000 | 0.19% |
| ING Groep N.V. |
Opened
53,583
|
$721,763,000 | 0.18% |
| Pool Corporation |
1.80%
1,920
|
$719,309,000 | 0.18% |
| America Movil Sab De Cv |
Closed
39,137
|
$712,293,000 | |
| Las Vegas Sands Corp |
0.02%
12,241
|
$709,978,000 | 0.18% |
| Cisco Sys Inc |
1.60%
13,608
|
$704,078,000 | 0.18% |
| Phillips 66 |
1.38%
7,352
|
$701,234,000 | 0.18% |
| Stellantis N.V |
Opened
39,475
|
$692,467,000 | 0.18% |
| Att Inc |
17.34%
43,118
|
$687,732,000 | 0.18% |
| Exxon Mobil Corp. |
0.28%
6,317
|
$677,498,000 | 0.17% |
| Starbucks Corp. |
18.22%
6,821
|
$675,688,000 | 0.17% |
| Bank Hawaii Corp |
0.37%
16,208
|
$668,256,000 | 0.17% |
| International Business Machs |
13.62%
4,990
|
$667,712,000 | 0.17% |
| Check Point Software Tech Lt |
0.93%
5,298
|
$665,535,000 | 0.17% |
| Emerson Elec Co |
20.93%
7,298
|
$659,666,000 | 0.17% |
| Nordson Corp. |
0.49%
2,624
|
$651,224,000 | 0.17% |
| VanEck ETF Trust |
No change
95,564
|
$650,791,000 | 0.17% |
| Banco de Chile |
Opened
30,909
|
$647,853,000 | 0.17% |
| Schwab Charles Corp |
Opened
11,367
|
$644,282,000 | 0.16% |
| Schwab Strategic Tr |
Opened
12,216
|
$640,485,000 | 0.16% |
| Royal Bk Cda |
1.60%
6,651
|
$635,237,000 | 0.16% |
| Eni S P A |
1.86%
21,779
|
$627,017,000 | 0.16% |
| Grupo Televisa S A B |
No change
120,000
|
$615,600,000 | 0.16% |
| Unitedhealth Group Inc |
2.42%
1,270
|
$610,413,000 | 0.16% |
| Taiwan Semiconductor Mfg Ltd |
5.48%
6,005
|
$606,025,000 | 0.15% |
| Caterpillar Inc. |
17.94%
2,442
|
$600,854,000 | 0.15% |
| Rio Tinto plc |
Opened
9,389
|
$599,394,000 | 0.15% |
| Ansys Inc. |
2.72%
1,810
|
$597,789,000 | 0.15% |
| Teradyne, Inc. |
1.66%
5,318
|
$592,053,000 | 0.15% |
| Home Bancshares Inc |
0.02%
25,877
|
$589,996,000 | 0.15% |
| Schwab Strategic Tr |
1.55%
52,678
|
$2,072,182,000 | 0.53% |
| Vontier Corporation |
No change
18,254
|
$587,961,000 | 0.15% |
| Equifax, Inc. |
0.16%
2,465
|
$580,015,000 | 0.15% |
| Bank Montreal Que |
2.91%
6,400
|
$577,984,000 | 0.15% |
| J P Morgan Exchange Traded F |
Opened
12,342
|
$574,905,000 | 0.15% |
| Interactive Brokers Group In |
1.24%
6,785
|
$563,630,000 | 0.14% |
| Lpl Finl Hldgs Inc |
3.29%
2,577
|
$560,317,000 | 0.14% |
| Airbnb, Inc. |
2.59%
4,282
|
$548,781,000 | 0.14% |
| Walmart Inc |
13.22%
3,486
|
$547,929,000 | 0.14% |
| Vale S.A. |
3.92%
40,825
|
$547,872,000 | 0.14% |
| Zebra Technologies Corporati |
0.05%
1,833
|
$542,256,000 | 0.14% |
| General Dynamics Corp. |
0.67%
2,503
|
$538,520,000 | 0.14% |
| Chevron Corp. |
0.39%
3,339
|
$525,392,000 | 0.13% |
| Charles Riv Labs Intl Inc |
0.36%
2,478
|
$521,000,000 | 0.13% |
| Lennox International Inc |
0.31%
1,595
|
$520,082,000 | 0.13% |
| First Tr Exchange Traded Fd |
2.96%
5,895
|
$519,762,000 | 0.13% |
| Globus Med Inc |
Closed
6,932
|
$514,840,000 | |
| Toyota Motor Corporation |
Closed
3,763
|
$513,951,000 | |
| Copart, Inc. |
Closed
8,329
|
$507,153,000 | |
| Nike, Inc. |
0.24%
4,575
|
$504,943,000 | 0.13% |
| Lam Research Corp. |
0.13%
782
|
$502,717,000 | 0.13% |
| Union Pac Corp |
4.49%
2,419
|
$494,976,000 | 0.13% |
| Comcast Corp New |
1.92%
11,848
|
$492,284,000 | 0.13% |
| Dolby Laboratories Inc |
2.99%
5,865
|
$490,783,000 | 0.13% |
| Select Sector Spdr Tr |
2.37%
25,536
|
$1,830,715,000 | 0.47% |
| Carmax Inc |
Opened
5,825
|
$487,553,000 | 0.12% |
| Chubb Limited |
2.14%
2,524
|
$486,021,000 | 0.12% |
| Bank America Corp |
44.83%
16,191
|
$464,520,000 | 0.12% |
| Nutrien Ltd |
Closed
6,364
|
$464,335,000 | |
| ICL Group Ltd. |
Closed
64,028
|
$462,876,000 | |
| Equinor ASA |
12.77%
15,815
|
$461,956,000 | 0.12% |
| Exponent Inc. |
0.70%
4,905
|
$457,735,000 | 0.12% |
| Berkley W R Corp |
28.34%
7,638
|
$454,919,000 | 0.12% |
| Allegion plc |
0.34%
3,768
|
$452,235,000 | 0.12% |
| Aspen Technology Inc |
49.26%
2,636
|
$441,820,000 | 0.11% |
| Invesco Exch Traded Fd Tr Ii |
Opened
16,540
|
$439,137,000 | 0.11% |
| Dbx Etf Tr |
2.73%
16,294
|
$436,027,000 | 0.11% |
| Boeing Co. |
3.14%
2,034
|
$429,499,000 | 0.11% |
| Lakeland Finl Corp |
0.29%
8,843
|
$429,062,000 | 0.11% |
| Teledyne Technologies Inc |
10.82%
1,039
|
$427,143,000 | 0.11% |
| Paramount Global |
35.23%
26,567
|
$422,682,000 | 0.11% |
| Gilead Sciences, Inc. |
1.77%
5,458
|
$420,648,000 | 0.11% |
| Biogen Inc |
0.07%
1,458
|
$415,311,000 | 0.11% |
| Chemed Corp. |
1.17%
761
|
$412,211,000 | 0.11% |
| IAC Inc |
Opened
6,547
|
$411,152,000 | 0.11% |
| Lockheed Martin Corp. |
1.25%
890
|
$409,738,000 | 0.10% |
| Ishares Inc |
Closed
21,760
|
$785,472,000 | |
| Becton Dickinson Co |
22.63%
1,521
|
$401,559,000 | 0.10% |
| Enterprise Prods Partners L |
1.68%
15,176
|
$399,899,000 | 0.10% |
| Discover Finl Svcs |
0.12%
3,345
|
$390,863,000 | 0.10% |
| First Finl Bankshares Inc |
0.24%
13,639
|
$388,575,000 | 0.10% |
| Duke Energy Corp. |
23.96%
4,301
|
$385,972,000 | 0.10% |
| Verizon Communications Inc |
17.14%
10,159
|
$377,813,000 | 0.10% |
| Brookfield Corp |
49.83%
11,189
|
$376,557,000 | 0.10% |
| Bright Horizons Fam Sol In D |
1.81%
4,053
|
$374,700,000 | 0.10% |
| Saia Inc. |
Opened
1,092
|
$373,912,000 | 0.10% |
| Costco Whsl Corp New |
No change
693
|
$373,097,000 | 0.10% |
| United Parcel Service, Inc. |
18.47%
2,078
|
$372,482,000 | 0.10% |
| Toronto Dominion Bk Ont |
4.50%
5,986
|
$371,192,000 | 0.09% |
| Procter And Gamble Co |
32.88%
2,446
|
$371,156,000 | 0.09% |
| Omnicom Group, Inc. |
Closed
4,516
|
$368,370,000 | |
| Rollins, Inc. |
1.32%
8,508
|
$364,398,000 | 0.09% |
| Quest Diagnostics, Inc. |
25.20%
2,564
|
$360,396,000 | 0.09% |
| Philip Morris International Inc |
1.52%
3,673
|
$358,511,000 | 0.09% |
| Broadcom Inc. |
37.80%
413
|
$358,249,000 | 0.09% |
| CVS Health Corp |
0.82%
5,133
|
$354,844,000 | 0.09% |
| Choice Hotels International, Inc. |
Opened
3,002
|
$352,795,000 | 0.09% |
| Darling Ingredients Inc |
0.11%
5,500
|
$350,845,000 | 0.09% |
| Abbvie Inc |
9.09%
2,590
|
$348,975,000 | 0.09% |
| Fedex Corp |
35.28%
1,407
|
$348,795,000 | 0.09% |
| Cummins Inc. |
9.82%
1,377
|
$337,585,000 | 0.09% |
| Blackrock Inc. |
8.20%
488
|
$337,276,000 | 0.09% |
| International Flavorsfragra |
27.36%
4,185
|
$333,084,000 | 0.09% |
| Adams Diversified Equity Fd |
No change
19,814
|
$333,071,000 | 0.09% |
| TotalEnergies SE |
3.71%
5,758
|
$331,891,000 | 0.08% |
| Southwest Airls Co |
0.13%
9,030
|
$326,986,000 | 0.08% |
| Tyson Foods, Inc. |
Opened
6,396
|
$326,452,000 | 0.08% |
| Dimensional Etf Trust |
Opened
28,996
|
$878,654,000 | 0.22% |
| American Express Co. |
9.21%
1,843
|
$321,051,000 | 0.08% |
| Price T Rowe Group Inc |
0.21%
2,856
|
$319,929,000 | 0.08% |
| Sempra |
4.23%
2,146
|
$312,436,000 | 0.08% |
| Dow Inc |
7.08%
5,810
|
$309,441,000 | 0.08% |
| Invesco Exch Traded Fd Tr Ii |
Closed
2,812
|
$307,998,000 | |
| Fair, Isaac Corp. |
Opened
375
|
$303,454,000 | 0.08% |
| Amer Software Inc |
0.24%
28,550
|
$300,061,000 | 0.08% |
| Corning, Inc. |
1.38%
8,492
|
$297,560,000 | 0.08% |
| M T Bk Corp |
Opened
2,363
|
$292,445,000 | 0.07% |
| Direxion Shs Etf Tr |
0.19%
5,302
|
$290,126,000 | 0.07% |
| Activision Blizzard Inc |
0.21%
3,363
|
$283,501,000 | 0.07% |
| Prologis Inc |
Opened
2,277
|
$279,229,000 | 0.07% |
| Cal-Maine Foods, Inc. |
0.02%
6,091
|
$274,095,000 | 0.07% |
| Alibaba Group Hldg Ltd |
60.39%
3,281
|
$273,471,000 | 0.07% |
| Dimensional Etf Trust |
1.57%
11,680
|
$272,261,000 | 0.07% |
| Salesforce Inc |
Opened
1,286
|
$271,680,000 | 0.07% |
| Cognizant Technology Solutio |
28.71%
4,124
|
$269,215,000 | 0.07% |
| International Bancshares Cor |
No change
5,964
|
$263,609,000 | 0.07% |
| Vanguard Admiral Fds Inc |
1.45%
1,023
|
$259,934,000 | 0.07% |
| Barclays Bank PLC |
Opened
8,500
|
$259,845,000 | 0.07% |
| FibroGen Inc |
50.00%
95,650
|
$258,255,000 | 0.07% |
| Moderna Inc |
Closed
1,436
|
$257,934,000 | |
| Advisorshares Tr |
No change
136,081
|
$252,716,000 | 0.06% |
| Alamo Group Inc. |
Opened
1,360
|
$250,118,000 | 0.06% |
| Goldman Sachs Group, Inc. |
Closed
724
|
$248,607,000 | |
| Evergy Inc |
Opened
4,171
|
$243,670,000 | 0.06% |
| Vanguard Index Fds |
Opened
2,858
|
$238,814,000 | 0.06% |
| Deere Co |
No change
557
|
$225,691,000 | 0.06% |
| TG Therapeutics Inc |
Opened
9,000
|
$223,560,000 | 0.06% |
| Mcdonalds Corp |
Closed
806
|
$212,405,000 | |
| Colgate-Palmolive Co. |
Opened
2,734
|
$210,627,000 | 0.05% |
| Lci Inds |
Opened
1,619
|
$204,577,000 | 0.05% |
| Travelers Companies Inc. |
1.82%
1,174
|
$203,877,000 | 0.05% |
| Loews Corp. |
1.25%
3,388
|
$201,179,000 | 0.05% |
| Latham Group Inc |
0.54%
52,031
|
$193,035,000 | 0.05% |
| Owl Rock Capital Corp |
Opened
14,135
|
$189,692,000 | 0.05% |
| Ford Mtr Co Del |
Closed
11,197
|
$130,221,000 | |
| Cano Health Inc |
No change
58,000
|
$80,620,000 | 0.02% |
| No transactions found | |||
| Showing first 500 out of 245 holdings | |||
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