P
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&PARTNERS13F | |
| &PARTNERS | |
| Last update 2024-11-14 | 1359 Stocks (484 new) |
| Value $5.18 Bil | Turnover 53 % |
&PARTNERS Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 917,815 | 214,157.5 | +95.27% | 4.140 | +2.02% | 0.010 | +11.64% | +29.51% | 3,750,689.2 | Hardware | |
MSFT | Microsoft Corp | 440,284 | 189,559.1 | +127.03% | 3.660 | +2.05% | 0.010 | +4.08% | +19.83% | 3,325,399.1 | Software | |
IVV | iShares Core S&P 500 ETF | 270,757 | 157,104.3 | +102.35% | 3.030 | +1.53% | 0.030 | +7.89% | +28.42% | 581,707.1 | ||
IJH | iShares Core S&P Mid-Cap ETF | 2,414,193 | 151,067.6 | +139.25% | 2.920 | +1.70% | 0.160 | +8.34% | +19.50% | 98,967.9 | ||
AGG | iShares Core U.S. Aggregate Bond ETF | 1,010,546 | 102,754.1 | +212.72% | 1.980 | +1.35% | 0.080 | -2.85% | +2.05% | 119,622.9 | ||
IEFA | iShares Core MSCI EAFE ETF | 1,227,965 | 96,097.5 | +235.25% | 1.860 | +1.31% | 0.070 | -3.35% | +6.27% | 121,455.0 | ||
NVDA | NVIDIA Corp | 705,692 | 85,618.0 | +66.27% | 1.650 | +0.66% | 0.000 | +12.73% | +171.17% | 3,287,782.5 | Semiconductors | |
DFAI | Dimensional International Core Equity Market ETF | 2,665,373 | 85,255.2 | +390.49% | 1.650 | +1.31% | 1.130 | -2.41% | +7.56% | 7,258.2 | ||
JPM | JPMorgan Chase & Co | 318,418 | 67,106.8 | +112.27% | 1.300 | +0.69% | 0.010 | +18.15% | +44.43% | 675,512.8 | Banks | |
AMZN | Amazon.com Inc | 345,037 | 64,274.0 | +86.64% | 1.240 | +0.58% | 0.000 | +21.97% | +49.70% | 2,391,744.4 | Retail - Cyclical |
&PARTNERS's Historical Top Holdings Breakdowns
&PARTNERS's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VV | Vanguard Large Cap ETF | 2023-12-31 | New Buy | +4.29% | 188 ($204.41) 219.17 | $278.54 | 36.27% | New holding | 77,350 | 77,350 | |
IWB | iShares Russell 1000 ETF | 2023-12-31 | New Buy | +3.89% | 225.16 ($244.85) 263.17 | $333.03 | 36.01% | New holding | 61,074 | 61,074 | |
IVV | iShares Core S&P 500 ETF | 2023-12-31 | Add | +3.53% | 412.55 ($447.6) 479 | $607.24 | 35.67% | Add 313.62% | 38,980 | 29,556 | |
IJH | iShares Core S&P Mid-Cap ETF | 2024-03-31 | Add | +3.41% | 53.67 ($56.61) 60.74 | $65.64 | 15.95% | Add 862.57% | 448,633 | 402,025 | |
FBCG | Fidelity Blue Chip Growth ETF | 2022-12-31 | Add | +3.31% | 20.55 ($22.05) 23.43 | $47.74 | 116.51% | Add 846.42% | 352,892 | 315,605 | |
IWB | iShares Russell 1000 ETF | 2024-03-31 | Reduce | -3.19% | 257.46 ($274.07) 288.1 | $333.03 | 21.51% | Reduce -82.03% | 10,974 | -50,100 | |
VV | Vanguard Large Cap ETF | 2024-03-31 | Add | +3.13% | 214.62 ($228.8) 240.49 | $278.54 | 21.74% | Add 122.62% | 172,194 | 94,844 | |
MSFT | Microsoft Corp | 2024-06-30 | Add | +3.10% | 389.33 ($422.32) 452.85 | $447.27 | 5.91% | Add 440.6% | 193,935 | 158,061 | |
AAPL | Apple Inc | 2024-06-30 | Add | +2.72% | 165 ($186.49) 216.67 | $248.13 | 33.05% | Add 167.8% | 470,029 | 294,514 | |
IVV | iShares Core S&P 500 ETF | 2024-06-30 | Add | +2.31% | 497.53 ($525.83) 549.64 | $607.24 | 15.48% | Add 251.82% | 133,806 | 95,774 |
&PARTNERS Total Holding History ($B)
&PARTNERS's Asset Allocation
&PARTNERS Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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&PARTNERS's Hypothetical Growth since 2024-09-30
&PARTNERS's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
&PARTNERS's Holdings Heat Map
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&PARTNERS's Holdings Bubble Chart
&PARTNERS News
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