ME
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Moreno Evelyn V13F | |
| Moreno Evelyn V | |
| Last update 2024-02-10 | 140 Stocks (12 new) |
| Value $212.00 Mil | Turnover 6 % |
Moreno Evelyn V Top Holdings of 2023-12-31
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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 | 74,492 | 14,342.0 | -63.66% | 6.770 | -4.88% | 0.000 | -9.51% | -14.72% | 3,204,508.6 | Hardware | |
MSFT | Microsoft Corp | 36,856 | 13,859.3 | -60.71% | 6.540 | -3.92% | 0.000 | +2.70% | +1.13% | 3,161,804.2 | Software | |
MDY | S&P MidCap 400 ETF | 17,830 | 9,046.6 | -67.82% | 4.270 | -3.74% | 0.040 | -11.13% | -7.84% | 21,504.8 | ||
GOOG | Alphabet Inc | 60,789 | 8,567.0 | -51.52% | 4.040 | -1.86% | 0.000 | -20.73% | -14.42% | 1,965,469.3 | Interactive Media | |
AMZN | Amazon.com Inc | 52,823 | 8,025.9 | -58.86% | 3.790 | -2.10% | 0.000 | -19.98% | -13.31% | 2,018,471.6 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 119,110 | 5,898.6 | -62.22% | 2.780 | -1.86% | 0.000 | -7.04% | -16.88% | 2,723,284.0 | Semiconductors | |
AVLV | Avantis U.S. Large Cap Value ETF | 87,875 | 5,075.7 | New Holding | 2.400 | +2.40% | 0.440 | -9.52% | -5.70% | 6,415.2 | ||
CRM | Salesforce Inc | 15,283 | 4,021.6 | -65.51% | 1.900 | -1.28% | 0.000 | -21.06% | -19.32% | 258,415.0 | Software | |
JPM | JPMorgan Chase & Co | 23,205 | 3,947.2 | -61.91% | 1.860 | -1.19% | 0.000 | -7.07% | +4.16% | 686,132.0 | Banks | |
BKNG | Booking Holdings Inc | 1,075 | 3,813.3 | -65.46% | 1.800 | -1.37% | 0.000 | +7.90% | +2.89% | 166,002.3 | Travel & Leisure |
Moreno Evelyn V's Historical Top Holdings Breakdowns
Moreno Evelyn V's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2023-12-31 | Reduce | -4.88% | 166.89 ($184.64) 198.11 | $213.32 | 15.53% | Reduce -63.66% | 74,492 | -130,496 | |
MSFT | Microsoft Corp | 2023-12-31 | Reduce | -3.92% | 313.39 ($355.93) 382.7 | $425.40 | 19.52% | Reduce -60.71% | 36,856 | -56,940 | |
MDY | S&P MidCap 400 ETF | 2023-12-31 | Reduce | -3.74% | 425.08 ($464.32) 512.6 | $523.66 | 12.78% | Reduce -67.82% | 17,830 | -37,581 | |
AVLV | Avantis U.S. Large Cap Value ETF | 2023-12-31 | New Buy | +2.40% | 49.96 ($53.78) 58.08 | $62.71 | 16.60% | New holding | 87,875 | 87,875 | |
AMZN | Amazon.com Inc | 2023-12-31 | Reduce | -2.10% | 119.57 ($140.18) 154.07 | $190.20 | 35.68% | Reduce -58.86% | 52,823 | -75,561 | |
GOOG | Alphabet Inc | 2023-12-31 | Reduce | -1.86% | 123.4 ($135.69) 142.82 | $162.79 | 19.97% | Reduce -51.52% | 60,789 | -64,592 | |
NVDA | NVIDIA Corp | 2023-12-31 | Reduce | -1.86% | 40.33 ($46.34) 50.41 | $111.61 | 140.85% | Reduce -62.22% | 119,110 | -19,617 | |
MA | Mastercard Inc | 2023-12-31 | Reduce | -1.40% | 364.08 ($401.73) 426.51 | $546.63 | 36.07% | Reduce -65.1% | 8,696 | -16,220 | |
BKNG | Booking Holdings Inc | 2023-12-31 | Reduce | -1.37% | 2742.69 ($3118.13) 3566.65 | $5,101.43 | 63.61% | Reduce -65.46% | 1,075 | -2,037 | |
IJR | iShares Core S&P Small-Cap ETF | 2023-12-31 | Reduce | -1.35% | 87.61 ($96.38) 110.11 | $100.75 | 4.53% | Reduce -66.56% | 32,903 | -65,483 |
Moreno Evelyn V Total Holding History ($B)
Moreno Evelyn V's Asset Allocation
Moreno Evelyn V Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Moreno Evelyn V's Hypothetical Growth since 2023-12-31
Moreno Evelyn V's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Moreno Evelyn V's Holdings Heat Map
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Moreno Evelyn V's Holdings Bubble Chart
Moreno Evelyn V News
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