Location
Baton Rouge, LA
Holdings as of
3/31/2021
Date filed
4/14/2021
Form type
13F-HR
Num holdings
1,511
Total value ($000)
$3,832,168
Net value change ($000)
+378,693 (11.0%)
New positions
37
Sold out positions
18
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 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)
MSFT 17,845 11.7%
GOOGL 11,813 24.5%
GOOGL 11,379 23.7%
IVV 10,953 107.3%
META 8,290 13.9%
INTC 7,943 36.8%
AMAT 5,603 67.1%
CSCO 4,794 23.9%
JPM 4,745 19.7%
IJR 4,707 18.1%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -7,427 -3.8%
ENPH -4,248 -76.6%
IJH -2,969 -23.6%
TRMB -2,967 -71.1%
MPWR -2,928 -75.4%
CZR -2,741 -70.8%
GNRC -2,293 -64.2%
PENN -2,222 -69.7%
NEOS ETF Trust -1,936 -100.0%
BIOTELEMETRY, INC. -1,139 -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