F/m Investments 13F annual report
F/m Investments is an investment fund managing more than $2.77 trillion ran by Ryan Westerbeck. There are currently 315 companies in Mr. Westerbeck’s portfolio. The largest investments include Microsoft and Apple Inc, together worth $217 billion.
Limited to 30 biggest holdings
$2.77 trillion Assets Under Management (AUM)
As of 22nd July 2024, F/m Investments’s top holding is 262,122 shares of Microsoft currently worth over $117 billion and making up 4.2% of the portfolio value.
Relative to the number of outstanding shares of Microsoft, F/m Investments owns more than approximately 0.1% of the company.
In addition, the fund holds 472,765 shares of Apple Inc worth $99.6 billion, whose value grew 17.0% in the past six months.
The third-largest holding is Nvidia Corp Com worth $99.3 billion and the next is Alphabet Inc Cap Stk worth $96.1 billion, with 527,562 shares owned.
Currently, F/m Investments's portfolio is worth at least $2.77 trillion. 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 F/m Investments
The F/m Investments office and employees reside in Washington, District Of Columbia. According to the last 13-F report filed with the SEC, Ryan Westerbeck serves as the Consultant at F/m Investments.
Recent trades
In the most recent 13F filing, F/m Investments revealed that it had opened a new position in
Eli Lilly Co and bought 47,511 shares worth $43 billion.
The investment fund also strengthened its position in Microsoft by buying
238,088 additional shares.
This makes their stake in Microsoft total 262,122 shares worth $117 billion.
Microsoft dropped approximately 0.1% in the past year.
On the other hand, there are companies that F/m Investments is getting rid of from its portfolio.
F/m Investments closed its position in Rbb Fd Inc on 29th July 2024.
It sold the previously owned 714,545 shares for $35.7 billion.
Ryan Westerbeck also disclosed a decreased stake in Transdigm Group Ord by approximately 0.1%.
This leaves the value of the investment at $2.24 billion and 1,752 shares.
One of the largest hedge funds
The two most similar investment funds to F/m Investments are Castle Hook Partners L.P. and Kcm Investment Advisors. They manage $2.77 trillion and $2.76 trillion respectively.
Ryan Westerbeck investment strategy
F/m Investments’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 11.1% of
the total portfolio value.
The fund focuses on investments in the United States as
42.5% 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
23% 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 $87.5 billion.
The complete list of F/m Investments trades based on 13F SEC filings
These positions were updated on July 29th 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 |
|---|---|---|---|
| Microsoft Corporation |
990.63%
262,122
|
$117,198,699,000 | 4.23% |
| Apple Inc |
583.46%
472,765
|
$99,595,331,000 | 3.60% |
| Nvidia Corp Com |
9,247.84%
803,540
|
$99,293,878,000 | 3.59% |
| Alphabet Inc Cap Stk |
1,403.45%
527,562
|
$96,122,069,000 | 3.47% |
| Amazon.com Inc. |
806.76%
434,917
|
$84,064,468,000 | 3.04% |
| Meta Platforms Inc Cl |
1,037.49%
112,703
|
$56,847,499,000 | 2.05% |
| Mastercard Incorporated |
14,167.35%
111,000
|
$48,972,782,000 | 1.77% |
| Eli Lilly Co |
Opened
47,511
|
$43,020,118,000 | 1.55% |
| Unitedhealth Group Inc |
Opened
77,063
|
$39,233,326,000 | 1.42% |
| Visa Inc |
14,226.15%
143,548
|
$37,680,777,000 | 1.36% |
| Palo Alto Networks In |
1,865.17%
109,912
|
$37,260,324,000 | 1.35% |
| Broadcom Inc |
3,031.77%
21,985
|
$35,356,621,000 | 1.28% |
| Home Depot, Inc. |
11,851.80%
96,212
|
$33,117,149,000 | 1.20% |
| Adobe Inc |
2,098.25%
120,486
|
$32,891,470,000 | 1.19% |
| ServiceNow Inc |
1,333.14%
39,913
|
$31,389,644,000 | 1.13% |
| Coca Cola Co Com |
Opened
483,890
|
$30,799,599,000 | 1.11% |
| Costco Wholesale Corp |
7,945.02%
33,950
|
$28,857,569,000 | 1.04% |
| Novo-nordisk A S Adr |
Opened
181,515
|
$25,909,911,000 | 0.94% |
| Intuit Com Isin #us46 |
Opened
34,530
|
$22,694,211,000 | 0.82% |
| Modine Mfg Co |
Opened
225,573
|
$22,600,315,000 | 0.82% |
| Ishares Msci Eafe Etf |
Opened
282,692
|
$22,143,264,000 | 0.80% |
| Vertex Pharmaceuticals, Inc. |
1,050.79%
47,194
|
$22,120,158,000 | 0.80% |
| Vanguard S/t Corp Bond Etf |
Opened
277,427
|
$21,438,171,000 | 0.77% |
| Autodesk Inc Com Isin |
Opened
84,693
|
$20,958,253,000 | 0.76% |
| Jpmorgan Chase Co |
1,703.06%
101,350
|
$20,513,058,000 | 0.74% |
| Marriott Intl Inc New Cl A |
Opened
81,752
|
$19,764,995,000 | 0.71% |
| Macom Technology Solu Hlds |
Opened
168,810
|
$18,817,026,000 | 0.68% |
| Comfort Sys Usa Inc Com |
Opened
61,547
|
$18,717,187,000 | 0.68% |
| Sterling Infrastructure Inc |
Opened
155,301
|
$18,378,511,000 | 0.66% |
| Insight Enterprises Inc. |
Opened
87,001
|
$17,257,750,000 | 0.62% |
| Waste Mgmt Inc (dela) |
Opened
77,501
|
$16,534,651,000 | 0.60% |
| Northrop Grumman Corp. |
Opened
37,648
|
$16,403,441,000 | 0.59% |
| Vanguard Ftse Developed Etf |
Opened
321,812
|
$15,903,949,000 | 0.57% |
| Evercore Inc |
Opened
76,166
|
$15,875,468,000 | 0.57% |
| Abbott Laboratories |
Opened
152,743
|
$15,868,153,000 | 0.57% |
| Applied Ind Tech Inc |
Opened
80,449
|
$15,689,522,000 | 0.57% |
| Jacobs Solutions Inc |
Opened
111,036
|
$15,512,527,000 | 0.56% |
| Napco Security Technologie Inc |
Opened
290,832
|
$15,108,632,000 | 0.55% |
| Honeywell International Inc |
Opened
70,572
|
$15,069,865,000 | 0.54% |
| Pepsico Inc Nc |
Opened
91,356
|
$15,067,859,000 | 0.54% |
| Boot Barn Hldgs Inc Com |
Opened
115,476
|
$14,888,337,000 | 0.54% |
| Ulta Beauty Inc |
Opened
37,444
|
$14,448,392,000 | 0.52% |
| Mueller Indus Inc |
Opened
253,605
|
$14,440,545,000 | 0.52% |
| Ensign Group Inc |
Opened
116,175
|
$14,369,725,000 | 0.52% |
| Enpro Inc |
Opened
98,339
|
$14,315,487,000 | 0.52% |
| Kirby Corp. |
Opened
118,468
|
$14,184,609,000 | 0.51% |
| Exxon Mobil Corp Com |
Opened
122,070
|
$14,052,698,000 | 0.51% |
| Vanguard Ftse Emerging Market Etf |
Opened
318,184
|
$13,923,732,000 | 0.50% |
| Sps Comm Inc Com |
Opened
73,709
|
$13,868,954,000 | 0.50% |
| Ollies Bargain Outlet Hldg Inc |
Opened
141,095
|
$13,851,746,000 | 0.50% |
| Fabrinet |
Opened
55,448
|
$13,573,005,000 | 0.49% |
| Kadant, Inc. |
Opened
45,937
|
$13,495,332,000 | 0.49% |
| Johnson Johnson |
2,851.45%
91,849
|
$13,421,065,000 | 0.48% |
| Saia Inc. |
Opened
27,747
|
$13,159,711,000 | 0.48% |
| Bellring Brands Inc |
Opened
223,479
|
$12,769,441,000 | 0.46% |
| Eog Res Inc Com |
Opened
101,393
|
$12,760,899,000 | 0.46% |
| Silicon Motion Tech Corp Adr |
Opened
157,032
|
$12,717,551,000 | 0.46% |
| Belden Inc |
Opened
134,963
|
$12,659,492,000 | 0.46% |
| Merit Med Syst |
Opened
146,014
|
$12,550,281,000 | 0.45% |
| NMI Holdings Inc |
Opened
365,652
|
$12,446,790,000 | 0.45% |
| Accenture plc |
Opened
40,981
|
$12,434,365,000 | 0.45% |
| Valvoline Inc |
Opened
277,589
|
$11,991,678,000 | 0.43% |
| Palomar Holdings, Inc. |
Opened
147,208
|
$11,946,341,000 | 0.43% |
| Wintrust Fin Corp |
Opened
120,237
|
$11,850,067,000 | 0.43% |
| Magnolia Oil Gas Corp - A |
Opened
460,730
|
$11,674,524,000 | 0.42% |
| Eaton Corp Plc |
Opened
37,129
|
$11,654,447,000 | 0.42% |
| Rbb Fd Inc |
Closed
714,545
|
$35,701,158,000 | |
| Materion Corp |
Opened
107,678
|
$11,643,111,000 | 0.42% |
| Ligand Pharmaceuticals, Inc. |
Opened
134,710
|
$11,350,204,000 | 0.41% |
| Workday Inc Cl A |
667.83%
50,170
|
$11,216,411,000 | 0.41% |
| Prestige Consmr Healthcare Inc |
Opened
162,116
|
$11,161,565,000 | 0.40% |
| Victory Cap Hldgs, Inc Cl-a |
Opened
233,586
|
$11,148,836,000 | 0.40% |
| Integer Holdings Corp |
Opened
96,239
|
$11,143,029,000 | 0.40% |
| Avient Corporation |
Opened
255,079
|
$11,134,608,000 | 0.40% |
| Oreilly Automotive Inc New |
Opened
10,532
|
$11,122,420,000 | 0.40% |
| Casella Waste Sys Inc Cl A |
Opened
111,799
|
$11,092,820,000 | 0.40% |
| Federal Signal Corp. |
Opened
132,167
|
$11,058,469,000 | 0.40% |
| TransMedics Group, Inc. |
Opened
72,745
|
$10,957,261,000 | 0.40% |
| Caterpillar Inc. |
Opened
32,908
|
$10,955,032,000 | 0.40% |
| MYR Group Inc |
Opened
79,577
|
$10,799,606,000 | 0.39% |
| Pathward Financial Inc |
Opened
190,631
|
$10,784,248,000 | 0.39% |
| Procter Gamble Co |
2,093.02%
64,760
|
$10,683,604,000 | 0.39% |
| Wal-mart Stores Inc |
3,423.04%
157,198
|
$10,658,598,000 | 0.38% |
| Installed Bldg Prods Inc |
Opened
49,891
|
$10,261,312,000 | 0.37% |
| Huron Consulting Group Inc |
Opened
103,575
|
$10,202,189,000 | 0.37% |
| Chevron Corp. |
Opened
65,282
|
$10,200,110,000 | 0.37% |
| Matador Res Co |
Opened
171,141
|
$10,199,655,000 | 0.37% |
| Murphy Oil Corp. |
Opened
246,897
|
$10,182,497,000 | 0.37% |
| ICU Medical, Inc. |
Opened
85,679
|
$10,174,531,000 | 0.37% |
| Kite Realty Group Trust |
Opened
454,175
|
$10,163,957,000 | 0.37% |
| Atkore Inc |
Opened
75,151
|
$10,139,995,000 | 0.37% |
| Thermo Fisher Scientific Inc. |
Opened
18,134
|
$10,027,952,000 | 0.36% |
| Advanced Micro Devices Inc. |
146.05%
61,744
|
$10,015,494,000 | 0.36% |
| Chart Inds Inc |
Opened
69,322
|
$10,006,088,000 | 0.36% |
| Hartford Financial Svcs Grp |
Opened
99,142
|
$9,962,556,000 | 0.36% |
| Vanguard Sp 500 Etf |
Opened
19,882
|
$9,943,429,000 | 0.36% |
| Vontier Corporation |
Opened
258,553
|
$9,876,509,000 | 0.36% |
| Wells Fargo Co |
Opened
166,196
|
$9,866,609,000 | 0.36% |
| Netflix Inc. |
95.09%
14,499
|
$9,785,085,000 | 0.35% |
| Abbvie Inc |
3,611.36%
55,856
|
$9,560,403,000 | 0.35% |
| Esco Technologies, Inc. |
Opened
90,005
|
$9,454,608,000 | 0.34% |
| Raytheon Technologies |
Opened
93,190
|
$9,353,765,000 | 0.34% |
| Inter Parfums, Inc. |
Opened
80,399
|
$9,328,296,000 | 0.34% |
| Franklin Electric Co., Inc. |
Opened
95,082
|
$9,158,406,000 | 0.33% |
| SiTime Corp |
Opened
71,631
|
$8,909,160,000 | 0.32% |
| Enterprise Fincl Svcs Corp |
Opened
217,143
|
$8,883,761,000 | 0.32% |
| Post Hldgs Inc Com |
Opened
85,184
|
$8,872,780,000 | 0.32% |
| Morgan Stanley |
Opened
90,989
|
$8,858,250,000 | 0.32% |
| Ishares Core Sp Small Cap E |
Opened
81,317
|
$8,673,271,000 | 0.31% |
| Intuitive Surgical Inc |
Opened
19,387
|
$8,624,307,000 | 0.31% |
| Veritex Holdings Inc |
Opened
402,222
|
$8,483,183,000 | 0.31% |
| Johnson Ctls Intl Plc |
Opened
125,199
|
$8,322,019,000 | 0.30% |
| Stryker Corp Com |
Opened
24,394
|
$8,300,058,000 | 0.30% |
| Ishares Russell 2000 Etf |
Opened
40,703
|
$8,258,000,000 | 0.30% |
| Astrana Health Inc |
Opened
203,501
|
$8,253,749,000 | 0.30% |
| Bank OZK |
Opened
199,138
|
$8,164,918,000 | 0.29% |
| NextEra Energy Inc |
Opened
114,326
|
$8,095,424,000 | 0.29% |
| Lam Research Corp Com |
Opened
7,536
|
$8,024,710,000 | 0.29% |
| Lancaster Colony Corp. |
Opened
42,321
|
$7,997,492,000 | 0.29% |
| Ecolab, Inc. |
Opened
33,186
|
$7,898,548,000 | 0.29% |
| Vanguard Mid Cap Etf |
3,723.83%
32,579
|
$7,887,357,000 | 0.28% |
| Comcast Corp New Cl A |
Opened
201,094
|
$7,846,346,000 | 0.28% |
| Janus International Group In |
Opened
612,197
|
$7,731,887,000 | 0.28% |
| Intl Business Mach |
Opened
44,384
|
$7,685,734,000 | 0.28% |
| Seacoast Banking Corp/fl |
Opened
321,537
|
$7,600,941,000 | 0.27% |
| Edwards Lifesciences Corp |
Opened
81,711
|
$7,547,539,000 | 0.27% |
| Lemaitre Vascular Inc |
Opened
90,458
|
$7,443,171,000 | 0.27% |
| Chipotle Mexican Gril |
Opened
118,230
|
$7,407,109,000 | 0.27% |
| South St Corp Com |
Opened
95,576
|
$7,303,464,000 | 0.26% |
| Air Prods Chems Inc |
Opened
27,658
|
$7,137,470,000 | 0.26% |
| Regeneron Pharmaceutical |
Opened
6,708
|
$7,050,309,000 | 0.25% |
| Intapp Inc |
Opened
191,045
|
$7,005,594,000 | 0.25% |
| Realty Income Corp Com |
Opened
131,684
|
$6,955,549,000 | 0.25% |
| Quanta Svcs Inc Com |
Opened
27,164
|
$6,902,101,000 | 0.25% |
| G-III Apparel Group Ltd. |
Opened
251,068
|
$6,796,293,000 | 0.25% |
| Dana Inc |
Opened
553,563
|
$6,709,570,000 | 0.24% |
| Progress Software Corp. |
Opened
123,186
|
$6,683,680,000 | 0.24% |
| Ross Stores, Inc. |
Opened
45,726
|
$6,644,902,000 | 0.24% |
| American Express Co Com |
Opened
28,457
|
$6,589,218,000 | 0.24% |
| Stag Indl Inc Com |
Opened
181,199
|
$6,533,613,000 | 0.24% |
| Cisco Sys Inc Com |
1,285.71%
137,476
|
$6,510,551,000 | 0.24% |
| Marathon Pete Corp Com |
Opened
37,171
|
$6,448,425,000 | 0.23% |
| Knife Riv Hldg Co |
Opened
90,480
|
$6,346,450,000 | 0.23% |
| United Rentals, Inc. |
Opened
9,708
|
$6,278,455,000 | 0.23% |
| Intl Flavors Fragra |
Opened
65,549
|
$6,253,378,000 | 0.23% |
| Vanguard Ftse All-world Ex-u |
Opened
105,080
|
$6,161,891,000 | 0.22% |
| Synaptics Inc |
Opened
69,584
|
$6,137,013,000 | 0.22% |
| Plymouth Indl Reit Inc |
Opened
284,758
|
$6,088,103,000 | 0.22% |
| UFP Industries Inc |
Opened
53,826
|
$6,028,272,000 | 0.22% |
| Tesla Inc |
Opened
29,953
|
$5,927,100,000 | 0.21% |
| MetLife, Inc. |
Opened
83,442
|
$5,848,040,000 | 0.21% |
| Boston Scientific Corp Com |
Opened
75,845
|
$5,840,823,000 | 0.21% |
| Patterson -uti Energy Inc |
Opened
550,023
|
$5,698,008,000 | 0.21% |
| Evertec Inc |
Opened
170,593
|
$5,672,077,000 | 0.20% |
| Ppl Corp Com |
Opened
195,139
|
$5,395,593,000 | 0.19% |
| Oceaneering International, Inc. |
Opened
222,891
|
$5,273,652,000 | 0.19% |
| Idacorp, Inc. |
Opened
56,212
|
$5,236,377,000 | 0.19% |
| Quaker Chemcial Corp |
Opened
30,579
|
$5,188,744,000 | 0.19% |
| Martin Marietta Matls Inc Com |
Opened
9,111
|
$4,936,340,000 | 0.18% |
| Spotify Technology Sa |
Opened
15,629
|
$4,904,224,000 | 0.18% |
| Spdr Sp 500 Etf Trust |
Opened
8,924
|
$4,856,619,000 | 0.18% |
| Sm Energy Co Com |
Opened
108,154
|
$4,675,537,000 | 0.17% |
| Verizon Communication |
Opened
112,665
|
$4,649,436,000 | 0.17% |
| AMGEN Inc. |
Opened
14,756
|
$4,608,958,000 | 0.17% |
| Aptiv PLC |
Opened
64,550
|
$4,545,480,000 | 0.16% |
| Blackrock Inc. |
Opened
5,612
|
$4,420,142,000 | 0.16% |
| Union Pacific Corp. |
Opened
19,186
|
$4,341,024,000 | 0.16% |
| Automatic Data Processing Inc. |
Opened
18,141
|
$4,330,075,000 | 0.16% |
| Delek US Holdings Inc |
Opened
173,845
|
$4,303,972,000 | 0.16% |
| Blackstone Inc |
Opened
34,731
|
$4,299,698,000 | 0.16% |
| Eastgroup Properties, Inc. |
Opened
25,257
|
$4,296,216,000 | 0.16% |
| Ishares Gold Trust Ishares |
Opened
96,690
|
$4,247,592,000 | 0.15% |
| Bank Of America Corp. |
Opened
106,159
|
$4,236,644,000 | 0.15% |
| Sonos Inc |
Opened
285,777
|
$4,217,943,000 | 0.15% |
| Lockheed Martin Corp. |
Opened
8,855
|
$4,136,171,000 | 0.15% |
| Texas Instrs Inc Com |
Opened
21,104
|
$4,123,440,000 | 0.15% |
| Diamondback Energy In |
128.38%
20,351
|
$4,082,341,000 | 0.15% |
| Merck Co Inc Com |
1,569.73%
32,326
|
$4,001,959,000 | 0.14% |
| Enterprise Prods Partners L P Com |
Opened
135,362
|
$3,922,791,000 | 0.14% |
| Alphabet Inc Cap Stk Cl C |
639.14%
19,661
|
$3,606,248,000 | 0.13% |
| Tyson Foods, Inc. |
Opened
62,418
|
$3,566,565,000 | 0.13% |
| Freeport-McMoRan Inc |
Opened
73,153
|
$3,555,236,000 | 0.13% |
| Microchip Technology, Inc. |
Opened
38,804
|
$3,550,566,000 | 0.13% |
| Oracle Corp Com |
Opened
24,943
|
$3,521,952,000 | 0.13% |
| Alphatec Holdings Inc |
Opened
314,210
|
$3,283,842,000 | 0.12% |
| Schlumberger Ltd. |
Opened
69,017
|
$3,256,222,000 | 0.12% |
| Medtronic Plc |
Opened
41,425
|
$3,247,276,000 | 0.12% |
| Vanguard Real Estate Etf |
Opened
37,698
|
$3,157,584,000 | 0.11% |
| Vanguard Sp Small Cap 600 E |
Opened
31,054
|
$3,049,841,000 | 0.11% |
| Webster Financial Corp. |
Opened
68,478
|
$2,984,956,000 | 0.11% |
| Nucor Corp Com |
Opened
18,520
|
$2,927,642,000 | 0.11% |
| Dynatrace Inc |
Opened
64,445
|
$2,883,269,000 | 0.10% |
| F/m Opportunistic Inc |
Opened
53,200
|
$2,736,182,000 | 0.10% |
| Truist Financial Corporation |
Opened
68,267
|
$2,642,363,000 | 0.10% |
| PNC Financial Services Group Inc |
Opened
16,805
|
$2,624,855,000 | 0.09% |
| Datadog Inc |
Closed
20,886
|
$2,580,985,000 | |
| Bank First Corporation |
Opened
31,000
|
$2,560,290,000 | 0.09% |
| Tjx Cos Inc New Com |
959.39%
22,745
|
$2,504,225,000 | 0.09% |
| Pfizer Inc. |
Opened
87,899
|
$2,458,741,000 | 0.09% |
| Eastman Chem Co |
Opened
24,928
|
$2,429,595,000 | 0.09% |
| 3M Co. |
986.48%
22,338
|
$2,282,720,000 | 0.08% |
| Spdr Bloomberg Int Corp |
Opened
78,112
|
$2,242,986,000 | 0.08% |
| Transdigm Group Ord |
0.06%
1,752
|
$2,238,372,000 | 0.08% |
| First Solar Ord |
Opened
9,788
|
$2,206,802,000 | 0.08% |
| Ally Financial Inc |
Opened
55,153
|
$2,199,315,000 | 0.08% |
| Phillips 66 |
Opened
15,621
|
$2,185,712,000 | 0.08% |
| Fair Isaac Ord |
Opened
1,465
|
$2,180,886,000 | 0.08% |
| Viking Therapeutics Inc |
Opened
40,821
|
$2,163,980,000 | 0.08% |
| Veeva Sys Inc |
Closed
8,857
|
$2,052,078,000 | |
| L3harris Technologies Ord |
Opened
8,829
|
$1,982,816,000 | 0.07% |
| Burlington Stores Ord |
Opened
8,064
|
$1,935,360,000 | 0.07% |
| Iron Mountain Inc. |
Opened
21,260
|
$1,921,854,000 | 0.07% |
| Fastenal Co Com |
Opened
30,408
|
$1,910,839,000 | 0.07% |
| Booking Holdings Inc |
Opened
481
|
$1,905,482,000 | 0.07% |
| Clorox Co. |
Opened
13,906
|
$1,886,942,000 | 0.07% |
| Epam Systems Ord |
Opened
9,992
|
$1,879,595,000 | 0.07% |
| Fedex Corp Com |
658.45%
6,280
|
$1,876,540,000 | 0.07% |
| Target Corp |
Opened
12,328
|
$1,826,564,000 | 0.07% |
| Cardinal Health, Inc. |
Closed
16,131
|
$1,805,102,000 | |
| Coinbase Global Cl A Ord |
Opened
8,053
|
$1,789,618,000 | 0.06% |
| Vanguard Growth Etf |
Opened
4,750
|
$1,777,000,000 | 0.06% |
| Qualcomm, Inc. |
Opened
8,749
|
$1,759,172,000 | 0.06% |
| Everest Group Ltd |
Closed
4,408
|
$1,752,180,000 | |
| Synopsys, Inc. |
Closed
3,016
|
$1,723,644,000 | |
| Quest Diagnostics, Inc. |
Opened
12,529
|
$1,721,984,000 | 0.06% |
| Dow Inc |
Opened
32,414
|
$1,719,563,000 | 0.06% |
| Salesforce Ord |
5.47%
6,685
|
$1,718,713,000 | 0.06% |
| Molson Coors Brewing |
Opened
33,602
|
$1,702,913,000 | 0.06% |
| NRG Energy Inc. |
Opened
21,497
|
$1,677,753,000 | 0.06% |
| Cvs Health Corp Com |
Opened
28,400
|
$1,662,076,000 | 0.06% |
| Snap-on, Inc. |
Opened
6,381
|
$1,661,900,000 | 0.06% |
| Ishares Tr Msci Emg Mkt Etf |
Opened
39,000
|
$1,661,010,000 | 0.06% |
| Interpublic Group Cos |
Opened
55,551
|
$1,606,205,000 | 0.06% |
| MongoDB Inc |
Closed
4,439
|
$1,592,003,000 | |
| Sysco Corp Com |
Opened
22,100
|
$1,577,719,000 | 0.06% |
| General Motors Ord |
Opened
33,868
|
$1,573,507,000 | 0.06% |
| Entergy Corp. |
Opened
14,484
|
$1,542,079,000 | 0.06% |
| Firstenergy Corp. |
Opened
39,985
|
$1,532,577,000 | 0.06% |
| Price T Rowe Group In |
Opened
13,214
|
$1,521,750,000 | 0.05% |
| Astrazeneca Adr Each |
Opened
19,408
|
$1,509,025,000 | 0.05% |
| Kimberly-Clark Corp. |
Opened
10,866
|
$1,501,681,000 | 0.05% |
| Oneok Inc. |
Opened
18,388
|
$1,499,541,000 | 0.05% |
| Darden Restaurants In |
Opened
9,922
|
$1,486,361,000 | 0.05% |
| Bath Body Wks Inc C |
Opened
38,091
|
$1,474,422,000 | 0.05% |
| Snowflake Inc. |
Closed
8,823
|
$1,425,797,000 | |
| Ford Motor Co. |
Opened
112,185
|
$1,418,768,000 | 0.05% |
| Caseys Gen Stores Inc |
Closed
4,379
|
$1,394,493,000 | |
| Duke Energy Corp. |
Opened
13,868
|
$1,391,743,000 | 0.05% |
| Ishares Core Us Aggregate |
Opened
13,540
|
$1,314,328,000 | 0.05% |
| Edgewell Pers Care Co Com |
Opened
32,558
|
$1,308,506,000 | 0.05% |
| Aspen Technology Inc |
Closed
6,065
|
$1,293,543,000 | |
| Gallagher Arthur J Co |
Closed
5,167
|
$1,291,957,000 | |
| Energy Transfer LP |
Opened
77,933
|
$1,264,073,000 | 0.05% |
| Dicks Sporting Goods, Inc. |
Opened
5,866
|
$1,240,727,000 | 0.04% |
| Glaxosmithkline Plc Sponsored Adr |
Opened
32,152
|
$1,239,971,000 | 0.04% |
| Goldman Sachs Group, Inc. |
Opened
2,717
|
$1,228,953,000 | 0.04% |
| Crown Castle Inc |
Opened
12,589
|
$1,226,598,000 | 0.04% |
| Berkshire Hathaway Cl A Ord |
No change
2
|
$1,224,482,000 | 0.04% |
| Vanguard Whitehall Fds Inc High Div Yld |
Opened
10,324
|
$1,224,426,000 | 0.04% |
| Berkshire Hathaway Inc. |
Closed
2,994
|
$1,222,915,000 | |
| Cnh Indl N V Shs |
Opened
120,070
|
$1,202,418,000 | 0.04% |
| Citizens Financial Group, Inc. |
Opened
33,367
|
$1,199,105,000 | 0.04% |
| Block H R Inc |
Opened
22,056
|
$1,193,099,000 | 0.04% |
| Altria Group Inc. |
Opened
25,795
|
$1,177,465,000 | 0.04% |
| Ishares Sp Gsci Commodity I |
Opened
52,332
|
$1,159,154,000 | 0.04% |
| Digital Rlty Tr Inc Com |
Opened
7,610
|
$1,157,101,000 | 0.04% |
| Whirlpool Corp. |
Opened
11,271
|
$1,151,896,000 | 0.04% |
| Kraft Heinz Co Com |
Opened
35,305
|
$1,136,658,000 | 0.04% |
| Ishares Core Msci Eafe Etf |
Opened
15,529
|
$1,128,027,000 | 0.04% |
| KLA Corp. |
Opened
1,254
|
$1,033,936,000 | 0.04% |
| Allstate Corp Com |
Opened
6,221
|
$993,245,000 | 0.04% |
| Energizer Hldgs Inc New Com |
Opened
32,621
|
$963,624,000 | 0.03% |
| Rexford Indl Rlty Inc |
Opened
21,479
|
$963,251,000 | 0.03% |
| Wingstop Inc |
Opened
2,202
|
$930,697,000 | 0.03% |
| Wells Fargo Co New |
Closed
740
|
$902,040,000 | |
| Select Sector Spdr Tr |
Closed
4,113
|
$856,698,000 | |
| Ishares Tr |
Closed
18,917
|
$854,103,000 | |
| Mcdonalds Corp |
34.88%
3,303
|
$841,737,000 | 0.03% |
| Jpmorgan Equity Premium Inco |
Opened
14,795
|
$838,581,000 | 0.03% |
| Vale S A Adr |
Opened
73,162
|
$822,704,000 | 0.03% |
| Timken Co Com |
Opened
10,207
|
$816,238,000 | 0.03% |
| Vanguard Extended Market Etf |
Opened
4,818
|
$813,230,000 | 0.03% |
| Ishares Inc Core Msci Emkt |
Opened
15,033
|
$804,716,000 | 0.03% |
| Walgreens Boots Alliance Inc |
Opened
59,625
|
$721,164,000 | 0.03% |
| Parker Hannifin Corp Com |
Opened
1,402
|
$709,146,000 | 0.03% |
| Vanguard Index Fds Small Cp Etf |
Opened
3,185
|
$694,457,000 | 0.03% |
| Kroger Co. |
Closed
12,000
|
$666,728,000 | |
| Targa Res Corp Com |
Opened
5,173
|
$666,179,000 | 0.02% |
| Emerson Elec Co Com |
Opened
5,840
|
$643,334,000 | 0.02% |
| Credo Technology Group Holding Ltd |
Opened
19,981
|
$638,193,000 | 0.02% |
| Spdr Portfolio Sp 400 Mid C |
Opened
12,292
|
$630,580,000 | 0.02% |
| Plains All Amern Pipeline L P Unit Ltd Partn |
Opened
34,686
|
$619,492,000 | 0.02% |
| Altair Engineering Inc - A |
Opened
5,975
|
$586,028,000 | 0.02% |
| Micron Technology Inc. |
Opened
4,308
|
$566,631,000 | 0.02% |
| Spdr Portfolio Sp 600 Small |
Opened
13,508
|
$560,987,000 | 0.02% |
| Disney Walt Co |
Closed
4,431
|
$555,386,000 | |
| Simply Good Foods Co/the |
Opened
14,547
|
$525,583,000 | 0.02% |
| Deere Co Com |
132.33%
1,394
|
$520,840,000 | 0.02% |
| Annaly Cap Mgmt Inc Com |
Opened
26,351
|
$502,250,000 | 0.02% |
| Arista Networks Ord |
0.64%
1,405
|
$492,424,000 | 0.02% |
| Intel Corp Com |
Opened
15,812
|
$489,698,000 | 0.02% |
| Vanguard Mid-cap Growth Etf |
Opened
2,062
|
$473,353,000 | 0.02% |
| Colgate Palmolive Co Com |
Opened
4,871
|
$472,682,000 | 0.02% |
| Alliancebernstein Holding Lp Unit Ltd Partn |
Opened
13,465
|
$454,982,000 | 0.02% |
| Applied Matls Inc |
Closed
2,098
|
$433,842,000 | |
| Hamilton Lane Inc |
Opened
3,339
|
$412,634,000 | 0.01% |
| Western Midstream Partners LP |
Opened
10,340
|
$410,808,000 | 0.01% |
| Box Inc |
Opened
14,507
|
$383,565,000 | 0.01% |
| Ishares Tr Core Sp Mcp Etf |
Opened
6,365
|
$372,480,000 | 0.01% |
| American Finl Group Inc Ohio |
Closed
2,681
|
$365,903,000 | |
| Ishares Tr Rus 1000 Grw Etf |
Opened
994
|
$362,323,000 | 0.01% |
| Herc Holdings Inc |
Opened
2,636
|
$351,352,000 | 0.01% |
| Ishares Russell 2000 Value Etf |
Opened
2,239
|
$341,000,000 | 0.01% |
| Elf Beauty Ord |
0.51%
1,555
|
$327,670,000 | 0.01% |
| Progyny Inc |
Opened
11,394
|
$325,982,000 | 0.01% |
| Rxsight Inc |
Opened
5,272
|
$317,216,000 | 0.01% |
| Philip Morris Intl Inc Com |
Opened
3,126
|
$316,758,000 | 0.01% |
| Banner Corp. |
Opened
6,019
|
$298,783,000 | 0.01% |
| On Holding Cl A Ord |
Opened
7,603
|
$294,996,000 | 0.01% |
| Ppg Inds Inc Com |
Opened
2,326
|
$292,820,000 | 0.01% |
| Solventum Corp |
Opened
5,384
|
$284,706,000 | 0.01% |
| Topbuild Corp Com |
Opened
719
|
$277,009,000 | 0.01% |
| WEC Energy Group Inc |
Opened
3,461
|
$271,550,000 | 0.01% |
| Ishares Tr Core Sp500 Etf |
82.27%
496
|
$271,426,000 | 0.01% |
| Royal Caribbean Group Ord |
No change
1,614
|
$257,320,000 | 0.01% |
| Spdr Ser Tr |
Closed
7,624
|
$479,566,000 | |
| General Mls Inc Com |
Opened
3,980
|
$251,775,000 | 0.01% |
| Cohu, Inc. |
Opened
7,548
|
$249,839,000 | 0.01% |
| Vanguard Intermediate - Term B |
Opened
3,250
|
$243,393,000 | 0.01% |
| Skyworks Solutions, Inc. |
Closed
2,201
|
$238,412,000 | |
| Vertex Cl A Ord |
No change
6,578
|
$237,136,000 | 0.01% |
| Capital One Finl Corp Com |
Opened
1,680
|
$232,596,000 | 0.01% |
| Spdr Index Shs Fds |
Closed
5,972
|
$212,752,000 | |
| Valero Energy Corp. |
Closed
1,231
|
$210,180,000 | |
| Constellation Brands, Inc. |
Opened
814
|
$209,426,000 | 0.01% |
| Novartis AG |
Closed
2,150
|
$207,970,000 | |
| Howmet Aerospace Ord |
Opened
2,719
|
$207,718,000 | 0.01% |
| Conocophillips |
Closed
1,600
|
$203,648,000 | |
| Mr Cooper Group Ord |
Opened
2,492
|
$202,425,000 | 0.01% |
| Illinois Tool Wks Inc Com |
Opened
854
|
$202,364,000 | 0.01% |
| Spdr Gold Tr |
Closed
978
|
$201,194,000 | |
| Starbucks Corp. |
Closed
2,192
|
$200,306,000 | |
| Nextracker Inc |
Closed
3,559
|
$200,265,000 | |
| No transactions found | |||
| Showing first 500 out of 343 holdings | |||
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