Location
West Sacramento, CA
Holdings as of
12/31/2020
Date filed
2/16/2021
Form type
13F-HR
Num holdings
3,077
Total value ($000)
$71,504,681
Net value change ($000)
+9,211,704 (14.8%)
New positions
76
Sold out positions
45
Turnover %
0.7%
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 554,684 15.0%
TSLA 439,208 71.4%
GOOGL 226,163 29.7%
MSFT 213,224 6.9%
DIS 208,082 48.0%
JPM 183,701 33.2%
AMZN 132,844 5.1%
GOOGL 106,170 11.2%
PYPL 101,575 22.1%
BAC 96,633 27.4%
Top Reduces (Value $000, Stocks/ETFs)
INTC -37,417 -8.6%
ZM -35,208 -24.8%
CRM -31,329 -7.5%
IMMUNOMEDICS INC -30,897 -100.0%
AMGN -28,148 -9.6%
TD AMERITRADE HOLDING CORP -25,416 -100.0%
E TRADE FINANCIAL CORP -25,057 -100.0%
BIIB -22,670 -23.8%
LUMN -20,664 -100.0%
HD -18,745 -3.3%
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