Perspectives, Inc 13F annual report
Perspectives, Inc is an investment fund managing more than $269 billion ran by Nicole Wilken. There are currently 529 companies in Mrs. Wilken’s portfolio. The largest investments include Medtronic Plc and Vanguard Whitehall Fds, together worth $48.9 billion.
Limited to 30 biggest holdings
$269 billion Assets Under Management (AUM)
As of 2nd August 2024, Perspectives, Inc’s top holding is 231,682 shares of Medtronic Plc currently worth over $18.2 billion and making up 6.8% of the portfolio value.
Relative to the number of outstanding shares of Medtronic Plc, Perspectives, Inc owns more than approximately 0.1% of the company.
In addition, the fund holds 331,408 shares of Vanguard Whitehall Fds worth $30.7 billion.
The third-largest holding is Microsoft worth $14.8 billion and the next is Vanguard World Fd worth $18 billion, with 45,839 shares owned.
Currently, Perspectives, Inc's portfolio is worth at least $269 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 Perspectives, Inc
The Perspectives, Inc office and employees reside in Minneapolis, Minnesota. According to the last 13-F report filed with the SEC, Nicole Wilken serves as the Chief Compliance Officer at Perspectives, Inc.
Recent trades
In the most recent 13F filing, Perspectives, Inc revealed that it had opened a new position in
Solventum Corp and bought 3,557 shares worth $188 million.
The investment fund also strengthened its position in Vanguard Whitehall Fds by buying
2,867 additional shares.
This makes their stake in Vanguard Whitehall Fds total 331,408 shares worth $30.7 billion.
On the other hand, there are companies that Perspectives, Inc is getting rid of from its portfolio.
Perspectives, Inc closed its position in Wisdomtree Tr on 9th August 2024.
It sold the previously owned 6,111 shares for $311 million.
Nicole Wilken also disclosed a decreased stake in Medtronic Plc by approximately 0.1%.
This leaves the value of the investment at $18.2 billion and 231,682 shares.
One of the smaller hedge funds
The two most similar investment funds to Perspectives, Inc are Channel Wealth and Kps Global Asset Management Uk Ltd. They manage $269 billion and $269 billion respectively.
Nicole Wilken investment strategy
Perspectives, Inc’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 14.7% of
the total portfolio value.
The fund focuses on investments in the United States as
45.7% 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
39% of the total holdings value.
On the other hand, small-cap stocks make up only 1.7% of the portfolio.
The average market cap of the portfolio companies is close to $75.5 billion.
The complete list of Perspectives, Inc trades based on 13F SEC filings
These positions were updated on August 9th 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 |
|---|---|---|---|
| Medtronic Plc |
1.59%
231,682
|
$18,235,672,000 | 6.77% |
| Vanguard Whitehall Fds |
0.87%
331,408
|
$30,691,514,000 | 11.40% |
| Microsoft Corporation |
0.01%
33,018
|
$14,757,397,000 | 5.48% |
| Vanguard World Fd |
0.02%
45,839
|
$17,959,470,000 | 6.67% |
| Apple Inc |
0.69%
63,778
|
$13,432,968,000 | 4.99% |
| Boston Scientific Corp. |
1.51%
148,333
|
$11,423,112,000 | 4.24% |
| Ishares Tr |
1.48%
395,713
|
$34,405,965,000 | 12.77% |
| Vanguard Specialized Funds |
0.30%
43,818
|
$7,998,886,000 | 2.97% |
| Broadcom Inc |
0.42%
4,071
|
$6,536,667,000 | 2.43% |
| Taiwan Semiconductor Mfg Ltd |
0.01%
31,392
|
$5,456,205,000 | 2.03% |
| NVIDIA Corp |
902.13%
40,967
|
$5,061,041,000 | 1.88% |
| Fidelity Covington Trust |
1.54%
214,442
|
$11,958,494,000 | 4.44% |
| Alphabet Inc |
0.03%
30,329
|
$5,559,030,000 | 2.06% |
| Amazon.com Inc. |
No change
20,283
|
$3,919,690,000 | 1.46% |
| Spdr Sp 500 Etf Tr |
1.63%
6,312
|
$3,435,024,000 | 1.28% |
| Vanguard Index Fds |
0.99%
27,866
|
$6,373,568,000 | 2.37% |
| J P Morgan Exchange Traded F |
48.48%
52,815
|
$2,686,933,000 | 1.00% |
| MercadoLibre Inc |
No change
1,427
|
$2,344,327,000 | 0.87% |
| Unitedhealth Group Inc |
0.05%
4,299
|
$2,189,410,000 | 0.81% |
| Abbvie Inc |
0.02%
12,204
|
$2,093,310,000 | 0.78% |
| Meta Platforms Inc |
0.61%
3,938
|
$1,985,606,000 | 0.74% |
| Jpmorgan Chase Co. |
0.05%
9,126
|
$1,845,732,000 | 0.69% |
| Asml Holding N V |
No change
1,660
|
$1,697,502,000 | 0.63% |
| Novo-nordisk A S |
No change
11,360
|
$1,621,455,000 | 0.60% |
| 3M Co. |
1.15%
15,335
|
$1,567,093,000 | 0.58% |
| Capital Group Growth Etf |
No change
47,369
|
$1,557,979,000 | 0.58% |
| Tesla Inc |
1.54%
7,737
|
$1,530,973,000 | 0.57% |
| Shopify Inc |
20.03%
18,222
|
$1,203,563,000 | 0.45% |
| Johnson Johnson |
No change
7,800
|
$1,140,063,000 | 0.42% |
| Capital Group Gbl Growth Eqt |
11.05%
38,354
|
$1,129,138,000 | 0.42% |
| General Mls Inc |
No change
17,743
|
$1,122,422,000 | 0.42% |
| AMGEN Inc. |
0.06%
3,478
|
$1,086,549,000 | 0.40% |
| Berkshire Hathaway Inc. |
No change
2,543
|
$1,034,492,000 | 0.38% |
| Brookfield Infrastructure Corporation |
0.03%
29,361
|
$988,276,000 | 0.37% |
| Sea Ltd |
No change
13,329
|
$951,969,000 | 0.35% |
| Abbott Labs |
No change
8,468
|
$879,910,000 | 0.33% |
| Schwab Strategic Tr |
0.10%
30,953
|
$1,337,191,000 | 0.50% |
| Us Bancorp Del |
0.11%
19,772
|
$784,958,000 | 0.29% |
| Ishares U S Etf Tr |
2.12%
12,526
|
$839,245,000 | 0.31% |
| Vanguard Tax-managed Fds |
No change
15,554
|
$768,679,000 | 0.29% |
| VanEck ETF Trust |
10.19%
3,386
|
$726,408,000 | 0.27% |
| Costco Whsl Corp New |
No change
775
|
$658,916,000 | 0.24% |
| Honeywell International Inc |
No change
2,937
|
$627,110,000 | 0.23% |
| Exxon Mobil Corp. |
0.02%
5,258
|
$605,266,000 | 0.22% |
| Home Depot, Inc. |
0.06%
1,749
|
$601,985,000 | 0.22% |
| Comcast Corp New |
7.86%
14,601
|
$571,784,000 | 0.21% |
| Oracle Corp. |
No change
3,919
|
$553,396,000 | 0.21% |
| Gilead Sciences, Inc. |
0.01%
8,054
|
$552,562,000 | 0.21% |
| Pfizer Inc. |
0.12%
19,281
|
$539,473,000 | 0.20% |
| Disney Walt Co |
0.85%
5,259
|
$522,189,000 | 0.19% |
| Mastercard Incorporated |
No change
1,183
|
$522,056,000 | 0.19% |
| HDFC Bank Ltd. |
159.00%
7,568
|
$486,849,000 | 0.18% |
| Intuitive Surgical Inc |
No change
1,091
|
$485,331,000 | 0.18% |
| Sempra |
0.66%
6,087
|
$463,007,000 | 0.17% |
| Canadian Nat Res Ltd |
100.38%
12,800
|
$455,690,000 | 0.17% |
| Ishares Inc |
29.99%
9,708
|
$530,119,000 | 0.20% |
| Target Corp |
No change
2,826
|
$418,433,000 | 0.16% |
| First Tr Exchange-traded Fd |
3.08%
8,271
|
$641,622,000 | 0.24% |
| Micron Technology Inc. |
0.03%
3,011
|
$396,049,000 | 0.15% |
| Invesco Exch Traded Fd Tr Ii |
No change
8,882
|
$461,944,000 | 0.17% |
| Brookfield Corp |
No change
9,494
|
$394,360,000 | 0.15% |
| Qualcomm, Inc. |
No change
1,977
|
$393,809,000 | 0.15% |
| ServiceNow Inc |
No change
478
|
$376,028,000 | 0.14% |
| Altria Group Inc. |
0.96%
8,229
|
$374,824,000 | 0.14% |
| Att Inc |
5.95%
18,827
|
$359,780,000 | 0.13% |
| Nu Hldgs Ltd |
8.13%
27,664
|
$356,589,000 | 0.13% |
| Caterpillar Inc. |
No change
1,048
|
$349,089,000 | 0.13% |
| Vanguard Intl Equity Index F |
1.62%
11,520
|
$705,513,000 | 0.26% |
| Wisdomtree Tr |
1.56%
5,926
|
$352,877,000 | 0.13% |
| Advanced Micro Devices Inc. |
0.76%
2,097
|
$340,154,000 | 0.13% |
| Vale S.A. |
No change
30,074
|
$335,931,000 | 0.12% |
| Bank America Corp |
0.21%
8,258
|
$328,410,000 | 0.12% |
| Chevron Corp. |
No change
2,084
|
$325,917,000 | 0.12% |
| Eli Lilly Co |
No change
356
|
$322,315,000 | 0.12% |
| Visa Inc |
No change
1,215
|
$318,949,000 | 0.12% |
| Carrier Global Corporation |
8.58%
5,001
|
$315,474,000 | 0.12% |
| Wisdomtree Tr |
Closed
6,111
|
$310,807,000 | |
| Walmart Inc |
5.58%
4,470
|
$302,678,000 | 0.11% |
| Cisco Sys Inc |
No change
6,309
|
$299,764,000 | 0.11% |
| Invesco Exchange Traded Fd T |
0.11%
9,013
|
$493,692,000 | 0.18% |
| Ark Etf Tr |
No change
24,839
|
$1,020,371,000 | 0.38% |
| Select Sector Spdr Tr |
2.63%
7,365
|
$626,452,000 | 0.23% |
| Capital Group Dividend Value |
6.29%
7,906
|
$260,893,000 | 0.10% |
| Centerspace |
3.90%
3,750
|
$253,612,000 | 0.09% |
| Surmodics, Inc. |
No change
6,014
|
$252,829,000 | 0.09% |
| Humana Inc. |
No change
676
|
$252,682,000 | 0.09% |
| Associated Banc-Corp. |
1.11%
11,610
|
$245,550,000 | 0.09% |
| Wolfspeed Inc |
299.85%
10,776
|
$245,262,000 | 0.09% |
| Mcdonalds Corp |
No change
946
|
$241,016,000 | 0.09% |
| PagSeguro Digital Ltd |
40.99%
20,460
|
$239,183,000 | 0.09% |
| Blackrock Inc. |
0.33%
300
|
$235,842,000 | 0.09% |
| Vanguard Mun Bd Fds |
No change
4,661
|
$233,561,000 | 0.09% |
| Sp Global Inc |
No change
519
|
$231,595,000 | 0.09% |
| Applied Matls Inc |
No change
952
|
$224,740,000 | 0.08% |
| Pepsico Inc |
No change
1,298
|
$214,079,000 | 0.08% |
| GE Aerospace |
No change
1,311
|
$208,423,000 | 0.08% |
| Intel Corp. |
0.14%
6,612
|
$204,763,000 | 0.08% |
| Brookfield Infrast Partners |
No change
7,448
|
$204,373,000 | 0.08% |
| Solventum Corp |
Opened
3,557
|
$188,094,000 | 0.07% |
| Verizon Communications Inc |
0.20%
4,508
|
$185,890,000 | 0.07% |
| Regeneron Pharmaceuticals, Inc. |
No change
174
|
$182,879,000 | 0.07% |
| Teva Pharmaceutical Inds Ltd |
No change
11,251
|
$182,829,000 | 0.07% |
| Ecolab, Inc. |
0.26%
763
|
$181,636,000 | 0.07% |
| Iron Mtn Inc Del |
No change
2,000
|
$179,240,000 | 0.07% |
| Snowflake Inc. |
No change
1,313
|
$177,373,000 | 0.07% |
| MongoDB Inc |
No change
697
|
$174,222,000 | 0.06% |
| NetEase Inc |
No change
1,821
|
$174,003,000 | 0.06% |
| Spdr Gold Tr |
No change
798
|
$171,578,000 | 0.06% |
| StoneCo Ltd |
8.37%
14,019
|
$168,086,000 | 0.06% |
| Airbnb, Inc. |
No change
1,070
|
$162,244,000 | 0.06% |
| Capital Group Intl Focus Eqt |
No change
6,268
|
$161,213,000 | 0.06% |
| Merck Co Inc |
No change
1,274
|
$157,721,000 | 0.06% |
| Archer Daniels Midland Co. |
No change
2,608
|
$157,654,000 | 0.06% |
| Global X Fds |
20.38%
5,806
|
$176,196,000 | 0.07% |
| Block Inc |
No change
2,300
|
$148,327,000 | 0.06% |
| DTE Energy Co. |
0.45%
1,334
|
$148,126,000 | 0.05% |
| Waste Mgmt Inc Del |
No change
687
|
$146,565,000 | 0.05% |
| UBS Group AG |
No change
4,894
|
$144,569,000 | 0.05% |
| Huntington Bancshares, Inc. |
No change
10,562
|
$139,207,000 | 0.05% |
| Astrazeneca plc |
No change
1,785
|
$139,185,000 | 0.05% |
| Alps Etf Tr |
No change
3,479
|
$137,029,000 | 0.05% |
| Ford Mtr Co Del |
0.05%
10,772
|
$135,087,000 | 0.05% |
| CRISPR Therapeutics AG |
No change
2,422
|
$130,812,000 | 0.05% |
| Fidelity Wise Origin Bitcoin |
Opened
2,487
|
$130,468,000 | 0.05% |
| Novartis AG |
No change
1,200
|
$127,752,000 | 0.05% |
| Palo Alto Networks Inc |
No change
366
|
$124,078,000 | 0.05% |
| BeiGene Ltd |
No change
869
|
$123,980,000 | 0.05% |
| Capital Grp Fixed Incm Etf T |
0.35%
7,809
|
$181,579,000 | 0.07% |
| Delta Air Lines, Inc. |
3.56%
2,574
|
$122,100,000 | 0.05% |
| Ishares Gold Tr |
No change
2,753
|
$120,939,000 | 0.04% |
| Thermo Fisher Scientific Inc. |
No change
209
|
$115,713,000 | 0.04% |
| Insulet Corporation |
No change
572
|
$115,430,000 | 0.04% |
| Atlassian Corporation |
No change
643
|
$113,734,000 | 0.04% |
| Vanguard Star Fds |
0.70%
1,871
|
$112,809,000 | 0.04% |
| General Mtrs Co |
No change
2,413
|
$112,108,000 | 0.04% |
| Procter And Gamble Co |
No change
676
|
$111,558,000 | 0.04% |
| Coinbase Global Inc |
No change
493
|
$109,559,000 | 0.04% |
| Xcel Energy Inc. |
No change
2,046
|
$109,286,000 | 0.04% |
| Realty Income Corp. |
No change
2,011
|
$106,221,000 | 0.04% |
| Oreilly Automotive Inc |
No change
100
|
$105,606,000 | 0.04% |
| WEC Energy Group Inc |
No change
1,338
|
$104,979,000 | 0.04% |
| NextEra Energy Inc |
No change
1,456
|
$103,099,000 | 0.04% |
| Constellation Brands Inc |
No change
400
|
$102,912,000 | 0.04% |
| Brookfield Renewable Corporation |
No change
3,612
|
$102,509,000 | 0.04% |
| NICE Ltd |
17.81%
569
|
$97,882,000 | 0.04% |
| Union Pac Corp |
0.24%
426
|
$96,490,000 | 0.04% |
| East West Bancorp, Inc. |
No change
1,297
|
$94,979,000 | 0.04% |
| Flutter Entmt Plc |
No change
517
|
$94,280,000 | 0.04% |
| Nxp Semiconductors N V |
No change
348
|
$93,775,000 | 0.03% |
| Unity Software Inc. |
No change
5,637
|
$91,658,000 | 0.03% |
| Coca-Cola Co |
0.14%
1,439
|
$91,622,000 | 0.03% |
| Otter Tail Corporation |
No change
1,036
|
$90,743,000 | 0.03% |
| Deere Co |
No change
241
|
$90,045,000 | 0.03% |
| ON Semiconductor Corp. |
No change
1,240
|
$85,002,000 | 0.03% |
| Linde Plc. |
No change
193
|
$84,690,000 | 0.03% |
| Boeing Co. |
No change
464
|
$84,453,000 | 0.03% |
| Adobe Inc |
No change
151
|
$83,941,000 | 0.03% |
| Crown Castle Inc |
0.59%
859
|
$83,935,000 | 0.03% |
| Hanover Ins Group Inc |
No change
661
|
$82,916,000 | 0.03% |
| Spdr Ser Tr |
No change
1,368
|
$115,596,000 | 0.04% |
| Digital Rlty Tr Inc |
No change
534
|
$81,207,000 | 0.03% |
| JD.com Inc |
No change
3,068
|
$79,277,000 | 0.03% |
| Enbridge Inc |
No change
2,209
|
$78,618,000 | 0.03% |
| Alibaba Group Hldg Ltd |
No change
1,068
|
$76,872,000 | 0.03% |
| Trane Technologies plc |
12.50%
225
|
$74,009,000 | 0.03% |
| Lowes Cos Inc |
No change
325
|
$71,650,000 | 0.03% |
| Mckesson Corporation |
No change
122
|
$71,253,000 | 0.03% |
| Stride Inc |
No change
994
|
$70,077,000 | 0.03% |
| Blackstone Inc |
No change
560
|
$69,328,000 | 0.03% |
| CSX Corp. |
0.20%
2,047
|
$68,484,000 | 0.03% |
| Toronto Dominion Bk Ont |
No change
1,238
|
$68,040,000 | 0.03% |
| Royal Caribbean Group |
No change
425
|
$67,758,000 | 0.03% |
| Parker-Hannifin Corp. |
No change
130
|
$65,872,000 | 0.02% |
| PayPal Holdings Inc |
No change
1,119
|
$64,936,000 | 0.02% |
| Cloudflare Inc |
No change
778
|
$64,442,000 | 0.02% |
| Pacer Fds Tr |
17.14%
3,172
|
$63,751,000 | 0.02% |
| Illinois Tool Wks Inc |
No change
268
|
$63,595,000 | 0.02% |
| Illumina Inc |
No change
607
|
$63,359,000 | 0.02% |
| Vanguard Scottsdale Fds |
No change
1,426
|
$124,719,000 | 0.05% |
| Public Storage Oper Co |
0.47%
216
|
$62,236,000 | 0.02% |
| Workday Inc |
No change
277
|
$61,926,000 | 0.02% |
| Brookfield Asset Managmt Ltd |
No change
1,619
|
$61,614,000 | 0.02% |
| Advisorshares Tr |
14.31%
2,157
|
$61,545,000 | 0.02% |
| Incyte Corp. |
No change
1,000
|
$60,620,000 | 0.02% |
| Wells Fargo Co New |
No change
1,011
|
$60,055,000 | 0.02% |
| Xpeng Inc. |
No change
8,048
|
$58,992,000 | 0.02% |
| Travelers Companies Inc. |
No change
290
|
$58,969,000 | 0.02% |
| Ameriprise Finl Inc |
No change
137
|
$58,679,000 | 0.02% |
| Salesforce Inc |
197.33%
223
|
$57,335,000 | 0.02% |
| Ge Vernova Inc |
Opened
322
|
$55,226,000 | 0.02% |
| Palantir Technologies Inc. |
No change
2,175
|
$55,093,000 | 0.02% |
| Toyota Motor Corporation |
No change
267
|
$54,652,000 | 0.02% |
| American Express Co. |
No change
230
|
$53,310,000 | 0.02% |
| DocuSign Inc |
No change
981
|
$52,484,000 | 0.02% |
| Allete, Inc. |
No change
830
|
$51,751,000 | 0.02% |
| H World Group Ltd |
No change
1,514
|
$50,445,000 | 0.02% |
| Vanguard Bd Index Fds |
86.89%
1,509
|
$88,098,000 | 0.03% |
| Capital Group Core Equity Et |
No change
1,541
|
$49,698,000 | 0.02% |
| Veeva Sys Inc |
No change
265
|
$48,498,000 | 0.02% |
| Motorola Solutions Inc |
No change
125
|
$48,256,000 | 0.02% |
| Liberty All-star Growth Fd I |
No change
8,945
|
$47,766,000 | 0.02% |
| Nike, Inc. |
0.16%
630
|
$47,520,000 | 0.02% |
| Manulife Finl Corp |
No change
1,766
|
$47,011,000 | 0.02% |
| Dexcom Inc |
No change
408
|
$46,259,000 | 0.02% |
| TE Connectivity Ltd |
No change
304
|
$45,754,000 | 0.02% |
| Pulte Group Inc |
No change
410
|
$45,141,000 | 0.02% |
| Argenx Se |
No change
104
|
$44,724,000 | 0.02% |
| Bristol-Myers Squibb Co. |
No change
1,066
|
$44,271,000 | 0.02% |
| Dt Midstream Inc |
0.65%
623
|
$44,225,000 | 0.02% |
| Axon Enterprise Inc |
No change
146
|
$42,959,000 | 0.02% |
| Crowdstrike Holdings Inc |
No change
112
|
$42,917,000 | 0.02% |
| Blue Owl Capital Inc |
No change
2,312
|
$41,038,000 | 0.02% |
| Ge Healthcare Technologies I |
No change
522
|
$40,697,000 | 0.02% |
| J P Morgan Exchange Traded F |
Opened
791
|
$40,152,000 | 0.01% |
| United Parcel Service, Inc. |
No change
293
|
$40,097,000 | 0.01% |
| Prudential Finl Inc |
No change
338
|
$39,610,000 | 0.01% |
| Canadian Pacific Kansas City |
No change
500
|
$39,365,000 | 0.01% |
| Eaton Corp Plc |
No change
124
|
$38,880,000 | 0.01% |
| Ross Stores, Inc. |
No change
266
|
$38,669,000 | 0.01% |
| Masco Corp. |
No change
580
|
$38,665,000 | 0.01% |
| Mccormick Co Inc |
No change
543
|
$38,520,000 | 0.01% |
| Lam Research Corp. |
No change
34
|
$36,343,000 | 0.01% |
| RTX Corp |
No change
362
|
$36,341,000 | 0.01% |
| First Tr Sp Reit Index Fd |
Opened
1,411
|
$36,215,000 | 0.01% |
| Unilever plc |
No change
634
|
$34,864,000 | 0.01% |
| Citigroup Inc |
No change
546
|
$34,649,000 | 0.01% |
| Genmab A/s |
No change
1,333
|
$33,498,000 | 0.01% |
| Emerson Elec Co |
No change
300
|
$33,027,000 | 0.01% |
| Cenovus Energy Inc |
No change
1,676
|
$32,950,000 | 0.01% |
| Sps Comm Inc |
No change
175
|
$32,928,000 | 0.01% |
| Mondelez International Inc. |
0.20%
499
|
$32,626,000 | 0.01% |
| Constellation Energy Corp |
No change
160
|
$32,043,000 | 0.01% |
| Rockwell Automation Inc |
No change
112
|
$30,831,000 | 0.01% |
| American Elec Pwr Co Inc |
No change
349
|
$30,621,000 | 0.01% |
| Hasbro, Inc. |
No change
500
|
$29,250,000 | 0.01% |
| Warner Bros.Discovery Inc |
8.67%
3,878
|
$28,852,000 | 0.01% |
| Telefonaktiebolaget Lm Erics |
No change
4,603
|
$28,401,000 | 0.01% |
| Dayforce Inc |
No change
571
|
$28,322,000 | 0.01% |
| Zoom Video Communications In |
No change
476
|
$28,174,000 | 0.01% |
| Rio Tinto plc |
1.91%
427
|
$28,124,000 | 0.01% |
| Vanguard Admiral Fds Inc |
No change
286
|
$28,088,000 | 0.01% |
| International Business Machs |
No change
160
|
$27,672,000 | 0.01% |
| Hormel Foods Corp. |
No change
900
|
$27,441,000 | 0.01% |
| Tyson Foods, Inc. |
0.84%
478
|
$27,322,000 | 0.01% |
| Moderna Inc |
No change
230
|
$27,313,000 | 0.01% |
| Logitech Intl S A |
No change
281
|
$27,223,000 | 0.01% |
| Air Prods Chems Inc |
No change
105
|
$27,095,000 | 0.01% |
| Diageo plc |
No change
214
|
$27,005,000 | 0.01% |
| Avista Corp. |
No change
768
|
$26,580,000 | 0.01% |
| Philip Morris International Inc |
No change
261
|
$26,476,000 | 0.01% |
| Coupang, Inc. |
No change
1,240
|
$25,978,000 | 0.01% |
| Grayscale Bitcoin Tr Btc |
83.26%
485
|
$25,821,000 | 0.01% |
| Aflac Inc. |
0.35%
289
|
$25,776,000 | 0.01% |
| DuPont de Nemours Inc |
No change
320
|
$25,757,000 | 0.01% |
| Petroleo Brasileiro Sa Petro |
No change
1,764
|
$25,560,000 | 0.01% |
| Sap SE |
No change
125
|
$25,214,000 | 0.01% |
| KraneShares Trust |
No change
2,583
|
$46,960,000 | 0.02% |
| Danaher Corp. |
Closed
100
|
$24,972,000 | |
| Kroger Co. |
No change
500
|
$24,965,000 | 0.01% |
| Tjx Cos Inc New |
No change
224
|
$24,662,000 | 0.01% |
| Principal Financial Group In |
No change
314
|
$24,633,000 | 0.01% |
| BP plc |
No change
680
|
$24,548,000 | 0.01% |
| Stellantis N.V |
No change
1,222
|
$24,257,000 | 0.01% |
| Zoetis Inc |
No change
139
|
$24,097,000 | 0.01% |
| Chubb Limited |
No change
94
|
$23,978,000 | 0.01% |
| Piper Sandler Companies |
No change
103
|
$23,708,000 | 0.01% |
| Alcon Ag |
No change
264
|
$23,517,000 | 0.01% |
| Goldman Sachs Group, Inc. |
No change
50
|
$22,809,000 | 0.01% |
| Welltower Inc. |
No change
216
|
$22,518,000 | 0.01% |
| Celanese Corp |
No change
164
|
$22,122,000 | 0.01% |
| Pnc Finl Svcs Group Inc |
No change
142
|
$22,078,000 | 0.01% |
| Dow Inc |
No change
410
|
$21,755,000 | 0.01% |
| Bhp Group Ltd |
No change
365
|
$20,838,000 | 0.01% |
| Fifth Third Bancorp |
No change
571
|
$20,836,000 | 0.01% |
| Fedex Corp |
No change
69
|
$20,689,000 | 0.01% |
| Amplify Etf Tr |
No change
1,520
|
$34,444,000 | 0.01% |
| Trip.com Group Ltd |
No change
434
|
$20,398,000 | 0.01% |
| Sarepta Therapeutics Inc |
No change
128
|
$20,224,000 | 0.01% |
| CVS Health Corp |
No change
339
|
$20,017,000 | 0.01% |
| Suncor Energy, Inc. |
No change
524
|
$19,964,000 | 0.01% |
| Monolithic Pwr Sys Inc |
No change
24
|
$19,860,000 | 0.01% |
| The Southern Co. |
No change
256
|
$19,858,000 | 0.01% |
| Fidelity Merrimack Str Tr |
No change
438
|
$19,693,000 | 0.01% |
| GSK Plc |
0.39%
510
|
$19,622,000 | 0.01% |
| Coca Cola Cons Inc |
No change
18
|
$19,619,000 | 0.01% |
| Truist Finl Corp |
No change
505
|
$19,619,000 | 0.01% |
| TC Energy Corporation |
No change
500
|
$18,950,000 | 0.01% |
| Select Sector Spdr Tr |
Opened
129
|
$18,802,000 | 0.01% |
| Takeda Pharmaceutical Co |
No change
1,437
|
$18,595,000 | 0.01% |
| Cognizant Technology Solutio |
No change
272
|
$18,496,000 | 0.01% |
| Exelon Corp. |
1.16%
524
|
$18,133,000 | 0.01% |
| Q2 Holdings Inc |
No change
300
|
$18,099,000 | 0.01% |
| RPM International, Inc. |
No change
165
|
$17,767,000 | 0.01% |
| Skechers U S A, Inc. |
No change
255
|
$17,626,000 | 0.01% |
| Otis Worldwide Corporation |
No change
180
|
$17,327,000 | 0.01% |
| Viatris Inc. |
0.12%
1,612
|
$17,137,000 | 0.01% |
| Duke Energy Corp. |
No change
168
|
$16,839,000 | 0.01% |
| CryoPort Inc |
No change
2,432
|
$16,805,000 | 0.01% |
| Weyerhaeuser Co Mtn Be |
No change
590
|
$16,750,000 | 0.01% |
| Nexstar Media Group Inc |
No change
100
|
$16,601,000 | 0.01% |
| Werewolf Therapeutics Inc |
No change
6,750
|
$16,470,000 | 0.01% |
| Old Rep Intl Corp |
0.78%
518
|
$16,009,000 | 0.01% |
| Ingersoll Rand Inc. |
No change
176
|
$15,988,000 | 0.01% |
| Autonation Inc. |
No change
100
|
$15,938,000 | 0.01% |
| Public Svc Enterprise Grp In |
No change
209
|
$15,403,000 | 0.01% |
| Globus Med Inc |
No change
223
|
$15,273,000 | 0.01% |
| Innovator ETFs Trust |
No change
549
|
$15,235,000 | 0.01% |
| Conocophillips |
No change
129
|
$14,755,000 | 0.01% |
| Marvell Technology Inc |
No change
209
|
$14,609,000 | 0.01% |
| DigitalOcean Holdings, Inc. |
No change
420
|
$14,595,000 | 0.01% |
| Kimberly-Clark Corp. |
No change
105
|
$14,511,000 | 0.01% |
| Flex Ltd |
No change
490
|
$14,450,000 | 0.01% |
| HP Inc |
0.25%
409
|
$14,334,000 | 0.01% |
| Corteva Inc |
No change
264
|
$14,240,000 | 0.01% |
| Okta Inc |
No change
151
|
$14,135,000 | 0.01% |
| Lennar Corp. |
No change
90
|
$13,488,000 | 0.01% |
| Darden Restaurants, Inc. |
No change
88
|
$13,316,000 | 0.00% |
| CME Group Inc |
No change
67
|
$13,172,000 | 0.00% |
| Healthpeak Properties Inc. |
1.54%
659
|
$12,919,000 | 0.00% |
| Arista Networks Inc |
No change
36
|
$12,617,000 | 0.00% |
| Oshkosh Corp |
No change
114
|
$12,380,000 | 0.00% |
| Huntington Ingalls Inds Inc |
No change
50
|
$12,317,000 | 0.00% |
| Lockheed Martin Corp. |
No change
26
|
$12,196,000 | 0.00% |
| Seagate Technology Hldngs Pl |
0.85%
118
|
$12,168,000 | 0.00% |
| Trade Desk Inc |
No change
124
|
$12,111,000 | 0.00% |
| Arch Cap Group Ltd |
No change
119
|
$12,006,000 | 0.00% |
| Eversource Energy |
No change
210
|
$11,909,000 | 0.00% |
| MetLife, Inc. |
No change
164
|
$11,511,000 | 0.00% |
| General Dynamics Corp. |
2.56%
40
|
$11,467,000 | 0.00% |
| KLA Corp. |
No change
14
|
$11,419,000 | 0.00% |
| Zimmer Biomet Holdings Inc |
No change
105
|
$11,396,000 | 0.00% |
| WestRock Co |
No change
224
|
$11,258,000 | 0.00% |
| Fidelity Natl Information Sv |
0.68%
147
|
$11,069,000 | 0.00% |
| Southern Copper Corporation |
1.00%
101
|
$10,882,000 | 0.00% |
| International Paper Co. |
No change
250
|
$10,788,000 | 0.00% |
| PDD Holdings Inc |
No change
81
|
$10,769,000 | 0.00% |
| Fomento Economico Mexicano S |
No change
100
|
$10,765,000 | 0.00% |
| Bunge Global SA |
No change
100
|
$10,677,000 | 0.00% |
| First Tr Morningstar Divid L |
No change
275
|
$10,431,000 | 0.00% |
| Whirlpool Corp. |
Opened
100
|
$10,220,000 | 0.00% |
| Dollar Gen Corp New |
Opened
77
|
$10,182,000 | 0.00% |
| World Gold Tr |
No change
217
|
$10,002,000 | 0.00% |
| Makemytrip Limited Mauritius |
No change
117
|
$9,840,000 | 0.00% |
| Ubiquiti Inc |
Opened
67
|
$9,759,000 | 0.00% |
| American Tower Corp. |
No change
50
|
$9,719,000 | 0.00% |
| International Flavorsfragra |
No change
100
|
$9,521,000 | 0.00% |
| V F Corp |
No change
700
|
$9,450,000 | 0.00% |
| Exchange Traded Concepts Tru |
No change
284
|
$9,434,000 | 0.00% |
| Kontoor Brands Inc |
No change
142
|
$9,393,000 | 0.00% |
| Idacorp, Inc. |
No change
99
|
$9,222,000 | 0.00% |
| Gray Television, Inc. |
No change
1,100
|
$9,560,000 | 0.00% |
| Starbucks Corp. |
0.87%
116
|
$8,997,000 | 0.00% |
| West Pharmaceutical Svsc Inc |
No change
27
|
$8,923,000 | 0.00% |
| Phillips 66 |
No change
63
|
$8,894,000 | 0.00% |
| TotalEnergies SE |
No change
132
|
$8,802,000 | 0.00% |
| Dbx Etf Tr |
40.00%
210
|
$8,702,000 | 0.00% |
| Frontier Communications Pare |
No change
325
|
$8,509,000 | 0.00% |
| Williams Cos Inc |
No change
200
|
$8,500,000 | 0.00% |
| Netflix Inc. |
No change
12
|
$8,099,000 | 0.00% |
| Pimco Mun Income Fd Iii |
No change
990
|
$7,801,000 | 0.00% |
| Allegion plc |
No change
66
|
$7,798,000 | 0.00% |
| Acm Resh Inc |
Closed
255
|
$7,431,000 | |
| Texas Instrs Inc |
No change
37
|
$7,198,000 | 0.00% |
| Western Digital Corp. |
No change
95
|
$7,198,000 | 0.00% |
| Allstate Corp (The) |
No change
44
|
$7,025,000 | 0.00% |
| Asana, Inc. |
36.39%
500
|
$6,995,000 | 0.00% |
| Alliant Energy Corp. |
No change
133
|
$6,770,000 | 0.00% |
| Apogee Enterprises Inc. |
No change
100
|
$6,284,000 | 0.00% |
| Crocs Inc |
No change
43
|
$6,275,000 | 0.00% |
| Pinnacle West Cap Corp |
No change
81
|
$6,187,000 | 0.00% |
| Norwegian Cruise Line Hldg L |
No change
315
|
$5,919,000 | 0.00% |
| Legg Mason Etf Invt |
No change
83
|
$5,795,000 | 0.00% |
| Coca-cola Europacific Partne |
No change
79
|
$5,757,000 | 0.00% |
| Edwards Lifesciences Corp |
No change
62
|
$5,727,000 | 0.00% |
| Patrick Inds Inc |
No change
52
|
$5,645,000 | 0.00% |
| Black Hills Corporation |
No change
100
|
$5,438,000 | 0.00% |
| Cedar Fair L P |
No change
100
|
$5,435,000 | 0.00% |
| Dell Technologies Inc |
No change
39
|
$5,378,000 | 0.00% |
| Ishares Silver Tr |
No change
200
|
$5,314,000 | 0.00% |
| Haleon Plc |
0.48%
626
|
$5,175,000 | 0.00% |
| Dominos Pizza Inc |
No change
10
|
$5,163,000 | 0.00% |
| Titan Machy Inc |
Closed
205
|
$5,086,000 | |
| Pampa Energia S A |
No change
114
|
$5,046,000 | 0.00% |
| First Tr Exchange Traded Fd |
No change
225
|
$5,024,000 | 0.00% |
| Strategic Trust |
Opened
164
|
$5,006,000 | 0.00% |
| Sanofi |
No change
100
|
$4,852,000 | 0.00% |
| Vontier Corporation |
Opened
120
|
$4,587,000 | 0.00% |
| Bank Nova Scotia Halifax |
No change
100
|
$4,572,000 | 0.00% |
| Paramount Global |
No change
432
|
$4,488,000 | 0.00% |
| Brown-Forman Corporation |
No change
100
|
$4,413,000 | 0.00% |
| Rivian Automotive, Inc. |
26.97%
325
|
$4,362,000 | 0.00% |
| Etf Ser Solutions |
No change
218
|
$4,295,000 | 0.00% |
| Rumble Inc |
No change
772
|
$4,285,000 | 0.00% |
| Fastenal Co. |
1.52%
67
|
$4,187,000 | 0.00% |
| Avanos Med Inc |
No change
209
|
$4,163,000 | 0.00% |
| Nextracker Inc |
No change
84
|
$3,938,000 | 0.00% |
| Invesco Value Mun Income Tr |
No change
319
|
$3,936,000 | 0.00% |
| Bank Montreal Que |
2.22%
46
|
$3,838,000 | 0.00% |
| Brookfield Renewable Partner |
No change
150
|
$3,716,000 | 0.00% |
| Accenture Plc Ireland |
No change
12
|
$3,641,000 | 0.00% |
| Invesco Quality Mun Income T |
No change
362
|
$3,591,000 | 0.00% |
| Lumentum Holdings Inc |
No change
66
|
$3,361,000 | 0.00% |
| Republic Svcs Inc |
No change
17
|
$3,304,000 | 0.00% |
| Honda Motor |
No change
100
|
$3,224,000 | 0.00% |
| Firstenergy Corp. |
No change
82
|
$3,138,000 | 0.00% |
| Chipotle Mexican Grill |
4,900.00%
50
|
$3,133,000 | 0.00% |
| Ishares Bitcoin Tr |
No change
90
|
$3,073,000 | 0.00% |
| Wayfair Inc |
No change
57
|
$3,006,000 | 0.00% |
| American Airls Group Inc |
No change
262
|
$2,966,000 | 0.00% |
| Prologis Inc |
4.00%
26
|
$2,872,000 | 0.00% |
| Air Lease Corp |
No change
60
|
$2,852,000 | 0.00% |
| TEGNA Inc |
No change
200
|
$2,788,000 | 0.00% |
| First Intst Bancsystem Inc |
No change
100
|
$2,777,000 | 0.00% |
| NextEra Energy Partners LP |
No change
100
|
$2,764,000 | 0.00% |
| Pentair plc |
No change
36
|
$2,760,000 | 0.00% |
| nVent Electric plc |
No change
36
|
$2,758,000 | 0.00% |
| Lumen Technologies, Inc. |
1.93%
2,494
|
$2,743,000 | 0.00% |
| Vista Outdoor Inc |
No change
72
|
$2,711,000 | 0.00% |
| Wp Carey Inc |
No change
49
|
$2,697,000 | 0.00% |
| Southwest Gas Holdings Inc |
No change
37
|
$2,604,000 | 0.00% |
| Lyondellbasell Industries N |
No change
27
|
$2,579,000 | 0.00% |
| Lauder Estee Cos Inc |
No change
24
|
$2,575,000 | 0.00% |
| Transdigm Group Incorporated |
No change
2
|
$2,555,000 | 0.00% |
| Eog Res Inc |
No change
20
|
$2,517,000 | 0.00% |
| Woodside Energy Group Ltd |
No change
131
|
$2,464,000 | 0.00% |
| Vanguard Index Fds |
Opened
14
|
$2,363,000 | 0.00% |
| Hewlett Packard Enterprise C |
0.93%
108
|
$2,292,000 | 0.00% |
| Oge Energy Corp. |
No change
64
|
$2,285,000 | 0.00% |
| Wabtec |
No change
14
|
$2,213,000 | 0.00% |
| Canterbury Pk Hldg Corp |
No change
100
|
$2,184,000 | 0.00% |
| Bilibili Inc |
No change
139
|
$2,146,000 | 0.00% |
| Organon Co |
No change
103
|
$2,132,000 | 0.00% |
| Kinder Morgan Inc |
No change
107
|
$2,123,000 | 0.00% |
| Becton Dickinson Co |
No change
9
|
$2,120,000 | 0.00% |
| Invesco Exch Traded Fd Tr Ii |
Opened
11
|
$2,117,000 | 0.00% |
| Charter Communications Inc N |
No change
7
|
$2,093,000 | 0.00% |
| Cigna Group (The) |
No change
6
|
$2,069,000 | 0.00% |
| Marathon Digital Holdings In |
No change
100
|
$1,985,000 | 0.00% |
| Toast, Inc. |
No change
75
|
$1,933,000 | 0.00% |
| Pure Cycle Corp. |
No change
200
|
$1,910,000 | 0.00% |
| Roblox Corporation |
No change
51
|
$1,898,000 | 0.00% |
| Ppg Inds Inc |
No change
15
|
$1,888,000 | 0.00% |
| British Amern Tob Plc |
No change
61
|
$1,887,000 | 0.00% |
| Chesapeake Energy Corp. |
No change
22
|
$1,844,000 | 0.00% |
| Sony Group Corp |
No change
21
|
$1,784,000 | 0.00% |
| Mesabi Tr |
No change
100
|
$1,723,000 | 0.00% |
| Fidelity Comwlth Tr |
Opened
24
|
$1,678,000 | 0.00% |
| National Grid Plc |
No change
29
|
$1,669,000 | 0.00% |
| Post Holdings Inc |
No change
16
|
$1,667,000 | 0.00% |
| Mattel, Inc. |
No change
100
|
$1,626,000 | 0.00% |
| Alaska Air Group Inc. |
No change
40
|
$1,616,000 | 0.00% |
| Steris Plc |
No change
7
|
$1,602,000 | 0.00% |
| Donaldson Co. Inc. |
No change
22
|
$1,574,000 | 0.00% |
| Vodafone Group plc |
No change
177
|
$1,569,000 | 0.00% |
| Sylvamo Corp |
No change
22
|
$1,509,000 | 0.00% |
| Grail Inc |
Opened
97
|
$1,491,000 | 0.00% |
| Uniti Group Inc |
No change
510
|
$1,489,000 | 0.00% |
| Supernus Pharmaceuticals Inc |
No change
52
|
$1,391,000 | 0.00% |
| China Fd Inc |
No change
133
|
$1,346,000 | 0.00% |
| Roku Inc |
No change
20
|
$1,199,000 | 0.00% |
| Ishares Tr |
Opened
15
|
$2,571,000 | 0.00% |
| Icu Med Inc |
No change
10
|
$1,188,000 | 0.00% |
| Leggett Platt Inc |
No change
100
|
$1,146,000 | 0.00% |
| Bellring Brands Inc |
No change
20
|
$1,143,000 | 0.00% |
| Sensata Technologies Hldg Pl |
No change
30
|
$1,127,000 | 0.00% |
| American Intl Group Inc |
No change
15
|
$1,114,000 | 0.00% |
| Albemarle Corp. |
No change
10
|
$965,000 | 0.00% |
| Four Corners Ppty Tr Inc |
No change
39
|
$962,000 | 0.00% |
| Teladoc Health Inc |
No change
97
|
$949,000 | 0.00% |
| Arcos Dorados Holdings Inc |
No change
102
|
$918,000 | 0.00% |
| Brookfield Reins Ltd |
No change
22
|
$915,000 | 0.00% |
| Cresud S A C I F Y A |
No change
110
|
$904,000 | 0.00% |
| JFrog Ltd |
No change
24
|
$901,000 | 0.00% |
| Medical Pptys Trust Inc |
No change
200
|
$862,000 | 0.00% |
| Under Armour Inc |
No change
130
|
$849,000 | 0.00% |
| Marathon Oil Corporation |
No change
29
|
$831,000 | 0.00% |
| Fidelity Covington Trust |
Opened
29
|
$827,000 | 0.00% |
| SoFi Technologies, Inc. |
No change
125
|
$826,000 | 0.00% |
| iRhythm Technologies Inc |
No change
7
|
$753,000 | 0.00% |
| Twilio Inc |
No change
13
|
$739,000 | 0.00% |
| Orion Office REIT Inc. |
No change
201
|
$722,000 | 0.00% |
| Etsy Inc |
No change
12
|
$708,000 | 0.00% |
| Polaris Inc |
No change
9
|
$696,000 | 0.00% |
| Proto Labs Inc |
Closed
19
|
$679,000 | |
| Kellanova Co |
No change
12
|
$674,000 | 0.00% |
| UiPath, Inc. |
No change
48
|
$609,000 | 0.00% |
| Vistra Corp |
No change
7
|
$602,000 | 0.00% |
| Celularity Inc |
No change
171
|
$535,000 | 0.00% |
| The Beachbody Company Inc |
No change
63
|
$531,000 | 0.00% |
| Guggenheim Strategic Opportu |
No change
35
|
$522,000 | 0.00% |
| Zillow Group Inc |
No change
11
|
$510,000 | 0.00% |
| DraftKings Inc. |
No change
13
|
$496,000 | 0.00% |
| Kraft Heinz Co |
No change
15
|
$483,000 | 0.00% |
| QuantumScape Corporation |
No change
96
|
$472,000 | 0.00% |
| Pinterest Inc |
No change
10
|
$441,000 | 0.00% |
| Li-cycle Holdings Corp |
Closed
401
|
$413,000 | |
| Brookfield Business Corp |
No change
20
|
$408,000 | 0.00% |
| Plug Power Inc |
No change
150
|
$350,000 | 0.00% |
| Neuehealth Inc |
No change
64
|
$348,000 | 0.00% |
| Epr Pptys |
No change
8
|
$336,000 | 0.00% |
| No transactions found in first 500 rows out of 538 | |||
| Showing first 500 out of 538 holdings | |||
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