Location
Baton Rouge, LA
Holdings as of
12/31/2023
Date filed
1/29/2024
Form type
13F-HR
Num holdings
1,526
Total value ($000)
$4,813,885
Net value change ($000)
+456,861 (10.5%)
New positions
34
Sold out positions
27
Turnover %
1.7%
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 23,169 10.0%
AVGO 22,654 46.9%
AMZN 11,980 10.0%
META 10,108 13.3%
AMD 9,896 42.2%
IVV 9,145 33.3%
INTC 8,643 41.2%
IJH 7,776 105.8%
AAPL 7,714 3.0%
UBER 7,659 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -4,945 -17.0%
AIY -4,148 -100.0%
JBL -3,727 -79.2%
HUBB -3,711 -77.9%
Seagen Inc. -3,140 -100.0%
BLDR -3,088 -70.1%
CVX -2,705 -14.6%
Hostess Brands, Inc. -2,252 -100.0%
NATIONAL INSTRUMENTS CORP -2,218 -100.0%
CSCO -2,211 -7.2%
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