TK
| |
Tallon Kerry Patrick13F | |
Tallon Kerry Patrick | |
Last update 1970-01-01 | 0 Stocks (0 new) |
Value $- | Turnover 0 % |
Tallon Kerry Patrick Top Holdings of 2024-12-31
View Full List
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | ISHARES TRUST | 16,838 | 9,891.5 | 0% | 9.520 | 0% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
IWV | ISHARES TRUST | 22,809 | 7,612.0 | 0% | 7.330 | 0% | 0.050 | +19.75% | +7.38% | 16,104.0 | ||
QQQ | INVESCO QQQ Trust | 9,611 | 4,903.6 | 0% | 4.720 | 0% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
DMRC | Digimarc Corp | 119,457 | 4,802.2 | 0% | 4.620 | 0% | 0.560 | +9.84% | -66.01% | 274.4 | Software | |
BNL | Broadstone Net Lease Inc | 297,587 | 4,669.1 | 0% | 4.490 | 0% | 0.160 | -0.20% | +3.01% | 2,981.8 | REITs | |
VIG | VANGUARD SPECIALIZ | 17,045 | 3,321.9 | 0% | 3.200 | 0% | 0.000 | +12.58% | +6.21% | 89,349.2 | ||
IJR | ISHARES TRUST | 27,029 | 3,107.5 | 0% | 2.990 | 0% | 0.000 | +16.59% | -2.25% | 81,337.5 | ||
COWZ | Pacer US Cash Cows 100 ETF | 53,708 | 3,038.8 | 0% | 2.920 | 0% | 0.010 | +11.37% | -0.56% | 20,494.6 | ||
BRK.B | Berkshire Hathaway Inc | 6,208 | 2,800.2 | 0% | 2.700 | 0% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
EXEL | Exelixis Inc | 77,166 | 2,619.0 | 0% | 2.520 | 0% | 0.030 | +22.88% | +33.54% | 12,127.3 | Biotechnology |
Tallon Kerry Patrick's Historical Top Holdings Breakdowns
Tallon Kerry Patrick Total Holding History ($B)
Tallon Kerry Patrick's Asset Allocation
Tallon Kerry Patrick Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
Tallon Kerry Patrick's Hypothetical Growth since 2024-12-31
Tallon Kerry Patrick's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
Tallon Kerry Patrick's Holdings Heat Map
Size field:
Tallon Kerry Patrick's Holdings Bubble Chart
Tallon Kerry Patrick News
- 1