GUGGENHEIM CAPITAL LLC

Q2 2023 13F-HR Holdings

Location
Chicago, IL
Holdings as of
6/30/2023
Date filed
8/11/2023
Form type
13F-HR
Num holdings
1,863
Total value ($000)
$12,738,981
Net value change ($000)
+858,425 (7.2%)
New positions
76
Sold out positions
122
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 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 116,374 29.8%
AAPL 109,749 28.2%
NVDA 109,631 57.8%
AMZN 71,235 38.4%
META 50,509 44.2%
AVGO 50,180 44.9%
TSLA 44,934 42.1%
GOOGL 32,507 33.0%
GOOGL 27,066 20.0%
AMAT 20,941 42.8%
Top Reduces (Value $000, Stocks/ETFs)
TPG Pace Beneficial II Corp. -19,278 -100.0%
ABBV -16,788 -22.7%
NAD -16,313 -61.1%
Acropolis Infrastructure Acquisition Corp. -13,346 -100.0%
FISV -11,575 -70.6%
QQQ -10,309 -20.6%
NEA -10,229 -50.6%
SUI -9,883 -45.6%
IWM -9,635 -18.7%
NVG -8,169 -37.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 50,180 (0.4% of total reported value)
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