Location
Baton Rouge, LA
Holdings as of
9/30/2021
Date filed
10/12/2021
Form type
13F-HR
Num holdings
1,512
Total value ($000)
$4,142,240
Net value change ($000)
+21,837 (0.5%)
New positions
18
Sold out positions
18
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2021
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)
TSLA 11,656 19.4%
MRNA 11,584 237.0%
MSFT 7,318 3.7%
HON 7,208 75.9%
GE 7,037 NEW
QQQ 7,002 122.7%
GOOGL 6,698 9.5%
AAPL 6,193 2.9%
IJH 5,824 61.3%
NFLX 4,147 15.5%
Top Reduces (Value $000, Stocks/ETFs)
IJR -22,529 -70.4%
GE -7,367 -100.0%
AMZN -5,151 -3.4%
ALXN -4,629 -100.0%
PYPL -4,213 -10.8%
TECH -3,385 -74.4%
MAXIM INTEGRATED PRODUCTS INC -3,225 -100.0%
PRA Health Sciences, Inc. -2,776 -100.0%
GME -2,564 -47.9%
BRO -2,416 -74.9%
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