Location
Tallahassee, FL
Holdings as of
12/31/2020
Date filed
2/8/2021
Form type
13F-HR
Num holdings
2,356
Total value ($000)
$49,270,325
Net value change ($000)
+5,309,834 (12.1%)
New positions
83
Sold out positions
48
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 329,927 13.1%
TSLA 279,861 65.6%
DIS 135,343 45.6%
JPM 124,974 31.8%
GOOGL 107,710 18.3%
GOOGL 96,829 16.5%
MSFT 92,979 4.4%
BAC 58,224 22.9%
PYPL 53,868 17.3%
QCOM 53,552 28.8%
Top Reduces (Value $000, Stocks/ETFs)
EFA -219,062 -100.0%
IWM -77,846 -100.0%
Seagen Inc. -34,543 -100.0%
ZM -32,941 -29.9%
CRM -31,977 -11.0%
AMGN -22,545 -11.0%
IMMUNOMEDICS INC -21,836 -100.0%
NVDA -20,022 -4.6%
INTC -19,423 -6.5%
E TRADE FINANCIAL CORP -16,466 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type