Location
Baton Rouge, LA
Holdings as of
6/30/2024
Date filed
7/24/2024
Form type
13F-HR
Num holdings
1,518
Total value ($000)
$5,191,889
Net value change ($000)
+51,144 (1.0%)
New positions
26
Sold out positions
30
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2024
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)
NVDA 66,877 33.7%
AAPL 45,816 20.3%
SPYM 29,734 NEW
AVGO 16,537 20.2%
GOOGL 14,673 18.6%
MSFT 13,281 4.8%
GOOGL 12,478 17.8%
SPMD 10,727 NEW
AMZN 9,128 6.0%
SPSM 8,306 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVV -50,470 -100.0%
IJR -33,692 -100.0%
IJH -8,354 -100.0%
QQQ -7,686 -29.1%
INTC -7,581 -29.7%
VST -5,144 -76.4%
AMD -4,198 -10.5%
GDDY -3,689 -76.7%
PIONEER NATURAL RESOURCES CO -3,570 -100.0%
Shockwave Medical, Inc. -3,452 -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