Location
Tallahassee, FL
Holdings as of
12/31/2023
Date filed
2/9/2024
Form type
13F-HR
Num holdings
2,431
Total value ($000)
$47,995,462
Net value change ($000)
+5,463,340 (12.8%)
New positions
123
Sold out positions
43
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2023
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)
MSFT 507,618 21.0%
AAPL 392,756 15.0%
AMZN 243,856 20.4%
IWN 213,629 NEW
AVGO 155,740 43.4%
META 144,234 21.0%
NVDA 144,002 13.2%
JPM 86,629 20.4%
AMD 78,289 46.1%
INTC 71,138 45.0%
Top Reduces (Value $000, Stocks/ETFs)
AIY -81,942 -100.0%
XOM -66,888 -13.4%
VMWA -40,174 -100.0%
Seagen Inc. -32,409 -100.0%
PFE -30,365 -14.7%
Horizon Therapeutics Public Ltd Co -29,872 -100.0%
CVX -21,982 -7.3%
MELI -17,825 -76.5%
BUNGELTD -17,146 -100.0%
BMY -16,515 -12.3%
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