SC

Spearhead Capital Advisors, LLC

13F
Spearhead Capital Advisors, LLC
Last update 2022-11-09 100 Stocks (2 new)
Value $92.00 Mil Turnover 5 %
Countries:
Top Holdings: IAU(5.56%)MSFT(4.71%)IEMG(4.68%)AAPL(2.94%)KNSA(2.82%)
Summary Stock Picks Current Portfolio
Spearhead Capital Advisors, LL... Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IAU
iShares Gold Trust
162,651
5,128.0
-6.79%
5.560
-0.06%
0.020
+0.80%
+27.51%
47,693.5
 
MSFT
Microsoft Corp
18,668
4,348.0
-77.07%
4.710
-2.40%
0.000
+38.94%
+21.47%
3,790,969.0
Software
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
100,454
4,318.0
+1,324.68%
4.680
+4.35%
0.010
+18.91%
+18.34%
99,158.0
 
AAPL
Apple Inc
19,659
2,717.0
-85.60%
2.940
-2.38%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
KNSA
Kiniksa Pharmaceuticals Ltd
202,580
2,601.0
-13.80%
2.820
-0.05%
0.290
+43.59%
+46.71%
2,117.6
Drug Manufacturers
AMZN
Amazon.com Inc
22,448
2,537.0
-86.23%
2.750
-2.22%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
GOOG
Alphabet Inc
25,289
2,432.0
-84.49%
2.630
-2.25%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
JNJ
Johnson & Johnson
12,984
2,121.0
-78.65%
2.300
-1.27%
0.000
+4.85%
+15.08%
393,874.2
Drug Manufacturers
UNH
UnitedHealth Group Inc
4,141
2,091.0
-80.64%
2.270
-1.32%
0.000
-37.32%
-43.49%
256,403.2
Healthcare Plans
IWO
iShares Russell 2000 Growth ETF
9,630
1,989.0
0%
2.150
0%
0.020
+21.69%
+1.98%
11,944.7
 

Spearhead Capital Advisors, LLC's Historical Top Holdings Breakdowns

Spearhead Capital Advisors, LLC Total Holding History ($B)

To

Spearhead Capital Advisors, LLC's Asset Allocation

To

Spearhead Capital Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Spearhead Capital Advisors, LLC's Hypothetical Growth since 2022-09-30

Spearhead Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Spearhead Capital Advisors, LLC's Holdings Heat Map

Size field:

Spearhead Capital Advisors, LLC's Holdings Bubble Chart

Spearhead Capital Advisors, LLC News

  • 1

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