AlTi Global
Latest statistics and disclosures from AlTi Global's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EFA, ITOT, AKRE, SPY, SPMD, and represent 41.09% of AlTi Global's stock portfolio.
- Added to shares of these 10 stocks: AKRE (+$387M), IVV (+$32M), EFA (+$15M), SLV (+$11M), CMCSA (+$6.1M), EIX (+$6.0M), BMY (+$5.9M), PM (+$5.7M), IAU (+$5.1M), XNTK.
- Started 43 new stock positions in AVY, VRTX, WELL, NMR, XLF, BBVA, EIX, W, NWG, GEME.
- Reduced shares in these 10 stocks: RSP (-$17M), IJH (-$15M), SPMD (-$7.6M), JNJ (-$7.5M), TSLA (-$7.3M), DFAE (-$6.9M), SCHW (-$6.6M), ABBV (-$6.4M), VLO (-$6.3M), CVS (-$6.2M).
- Sold out of its positions in Barrick Mng Corp, EAT, CSX, CARR, CHD, FCNCA, FI, FTNT, GILD, HOLX. IBDQ, MKL, MC, NVR, LTPZ, POOL, FNDA, XLU, Unilever, BNDX, WSC, CB.
- AlTi Global was a net buyer of stock by $305M.
- AlTi Global has $4.7B in assets under management (AUM), dropping by 9.78%.
- Central Index Key (CIK): 0001838615
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Portfolio Holdings for AlTi Global
AlTi Global holds 451 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Eafe Etf (EFA) | 12.6 | $591M | +2% | 6.2M | 96.03 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 8.7 | $409M | 2.8M | 148.69 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 8.3 | $387M | NEW | 5.9M | 65.51 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.8 | $366M | 536k | 683.16 |
|
|
| Spdr Series Trust State Street Spd (SPMD) | 3.7 | $173M | -4% | 3.0M | 57.91 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.5 | $165M | 493k | 335.31 |
|
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| Spdr Gold Tr Gold Shs (GLD) | 3.0 | $143M | 361k | 396.31 |
|
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| Ishares Gold Tr Ishares New (IAU) | 2.7 | $129M | +4% | 1.6M | 81.17 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.6 | $120M | +36% | 176k | 685.00 |
|
| First Tr Exchange-traded Energy Inm Partn (EIPX) | 2.5 | $117M | 4.4M | 26.44 |
|
|
| Exxon Mobil Corporation (XOM) | 2.5 | $116M | 965k | 120.34 |
|
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| First Tr Exchange-traded No Amer Energy (EMLP) | 2.3 | $109M | 2.9M | 37.87 |
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|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.3 | $106M | -12% | 1.6M | 66.00 |
|
| Apple (AAPL) | 1.7 | $79M | -3% | 290k | 271.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $78M | -2% | 250k | 313.00 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 1.2 | $59M | -2% | 1.4M | 42.98 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $53M | 85k | 627.13 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.1 | $53M | -3% | 518k | 102.39 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.0 | $45M | -4% | 521k | 87.16 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.8 | $40M | -5% | 1.0M | 38.06 |
|
| Microsoft Corporation (MSFT) | 0.8 | $39M | -3% | 81k | 483.62 |
|
| Uber Technologies (UBER) | 0.7 | $32M | -3% | 387k | 81.71 |
|
| Medtronic SHS (MDT) | 0.6 | $30M | 305k | 96.77 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.6 | $27M | +4% | 280k | 95.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $26M | -5% | 84k | 313.80 |
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| Chevron Corporation (CVX) | 0.6 | $26M | 171k | 152.41 |
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| Prologis (PLD) | 0.5 | $26M | -3% | 200k | 127.66 |
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| Goldman Sachs (GS) | 0.5 | $24M | -7% | 27k | 879.00 |
|
| Ishares Tr Paris Aligned Cl (PABU) | 0.5 | $22M | -3% | 306k | 72.84 |
|
| Walt Disney Company (DIS) | 0.5 | $22M | 191k | 114.52 |
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| Amazon (AMZN) | 0.4 | $21M | -4% | 90k | 230.82 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.4 | $20M | +2% | 244k | 83.61 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $20M | +15% | 396k | 49.65 |
|
| Ishares Tr Paris Aligned Cl (PABD) | 0.4 | $20M | +5% | 304k | 64.68 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $19M | -2% | 104k | 186.50 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $18M | 118k | 148.98 |
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| Oracle Corporation (ORCL) | 0.4 | $17M | 87k | 194.91 |
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| Tesla Motors (TSLA) | 0.3 | $16M | -31% | 36k | 449.71 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $16M | -28% | 31k | 502.64 |
|
| Composecure Com Cl A (GPGI) | 0.3 | $16M | 808k | 19.28 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.3 | $16M | 407k | 38.11 |
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|
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $15M | 40k | 386.85 |
|
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.3 | $15M | 105k | 144.16 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $15M | 134k | 111.53 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $14M | 23k | 614.78 |
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|
| Ishares Silver Tr Ishares (SLV) | 0.3 | $14M | +405% | 214k | 64.42 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $13M | -9% | 27k | 473.31 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $13M | +14% | 89k | 141.49 |
|
| Cameco Corporation (CCJ) | 0.3 | $12M | 135k | 91.50 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $12M | 37k | 322.24 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $12M | -21% | 110k | 107.11 |
|
| Meta Platforms Cl A (META) | 0.2 | $11M | +15% | 17k | 660.04 |
|
| Johnson & Johnson (JNJ) | 0.2 | $11M | -40% | 54k | 206.95 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $11M | +4% | 114k | 96.88 |
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| Verizon Communications (VZ) | 0.2 | $11M | 269k | 40.73 |
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| Cme (CME) | 0.2 | $11M | 40k | 273.06 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.2 | $11M | +4% | 241k | 45.45 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $11M | 42k | 252.92 |
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| Pepsi (PEP) | 0.2 | $10M | +4% | 72k | 143.67 |
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| Amgen (AMGN) | 0.2 | $10M | +47% | 31k | 327.32 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $9.1M | -32% | 65k | 141.14 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $9.0M | 331k | 27.21 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $8.5M | 23k | 373.44 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $8.3M | -2% | 165k | 50.32 |
|
| Visa Com Cl A (V) | 0.2 | $8.1M | 23k | 350.71 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $8.0M | 65k | 123.26 |
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| Broadcom (AVGO) | 0.2 | $8.0M | -10% | 23k | 346.10 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $7.8M | -24% | 167k | 46.80 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $7.6M | 22k | 349.98 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $7.4M | -5% | 35k | 210.34 |
|
| Heritage Commerce (HTBK) | 0.2 | $7.3M | -6% | 612k | 12.01 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $7.1M | +613% | 238k | 29.89 |
|
| Philip Morris International (PM) | 0.2 | $7.1M | +428% | 44k | 161.14 |
|
| McDonald's Corporation (MCD) | 0.1 | $7.0M | 23k | 305.63 |
|
|
| Spdr Series Trust State Street Spd (QUS) | 0.1 | $6.9M | +7% | 40k | 174.19 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $6.8M | 9.00 | 754800.00 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $6.7M | +5% | 67k | 99.88 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $6.7M | +98% | 149k | 44.71 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $6.6M | -2% | 95k | 69.43 |
|
| Resolute Hldgs Mgmt (RHLD) | 0.1 | $6.4M | 31k | 206.43 |
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| Altria (MO) | 0.1 | $6.2M | +14% | 108k | 57.66 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $6.2M | +2394% | 115k | 53.94 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $6.2M | -10% | 84k | 73.56 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $6.2M | 87k | 70.98 |
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| Edison International (EIX) | 0.1 | $6.0M | NEW | 101k | 60.02 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $5.9M | -52% | 59k | 99.91 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $5.8M | +7% | 27k | 219.36 |
|
| Coca-Cola Company (KO) | 0.1 | $5.8M | 82k | 69.91 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $5.7M | 9.9k | 570.88 |
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| Molson Coors Beverage CL B (TAP) | 0.1 | $5.6M | +11% | 120k | 46.68 |
|
| Phillips 66 (PSX) | 0.1 | $5.5M | -10% | 43k | 129.03 |
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| Home Depot (HD) | 0.1 | $5.5M | +4% | 16k | 344.09 |
|
| Ishares Tr Low Carbon Optim (CRBN) | 0.1 | $5.3M | +23% | 23k | 230.53 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $5.3M | 85k | 62.47 |
|
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| Procter & Gamble Company (PG) | 0.1 | $5.3M | 37k | 143.31 |
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| Skyworks Solutions (SWKS) | 0.1 | $5.1M | +8% | 80k | 63.41 |
|
| salesforce (CRM) | 0.1 | $5.0M | 19k | 265.26 |
|
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $5.0M | +24% | 25k | 198.64 |
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| Caterpillar (CAT) | 0.1 | $5.0M | -10% | 8.7k | 572.89 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.1 | $4.7M | 180k | 26.42 |
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| Terawulf (WULF) | 0.1 | $4.7M | 410k | 11.49 |
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| UnitedHealth (UNH) | 0.1 | $4.7M | -28% | 14k | 330.11 |
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| O'reilly Automotive (ORLY) | 0.1 | $4.5M | 50k | 91.21 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.5M | 9.3k | 487.86 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $4.3M | -79% | 23k | 191.55 |
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| Abbvie (ABBV) | 0.1 | $4.3M | -59% | 19k | 228.49 |
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| Dycom Industries (DY) | 0.1 | $4.3M | -24% | 13k | 337.90 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $4.2M | -2% | 71k | 59.93 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.1M | -2% | 17k | 246.16 |
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| Newmont Mining Corporation (NEM) | 0.1 | $4.1M | 41k | 99.87 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $4.1M | 7.0k | 580.34 |
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| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.1 | $3.9M | -46% | 82k | 47.74 |
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| American Centy Etf Tr Avantis Respon U (AVSU) | 0.1 | $3.9M | 51k | 76.30 |
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| Spdr Series Trust State Street Spd (XNTK) | 0.1 | $3.7M | NEW | 13k | 277.88 |
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| Applied Materials (AMAT) | 0.1 | $3.6M | 14k | 256.90 |
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| Alti Global Cl A (ALTI) | 0.1 | $3.6M | 773k | 4.62 |
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| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $3.6M | +8% | 94k | 37.75 |
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| American Express Company (AXP) | 0.1 | $3.5M | -57% | 9.6k | 369.93 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $3.5M | +55% | 3.3k | 1069.86 |
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| Union Pacific Corporation (UNP) | 0.1 | $3.5M | 15k | 231.32 |
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| Eli Lilly & Co. (LLY) | 0.1 | $3.4M | +4% | 3.2k | 1074.44 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $3.4M | -5% | 62k | 54.71 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $3.3M | -7% | 62k | 53.76 |
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| Honeywell International (HON) | 0.1 | $3.3M | 17k | 195.09 |
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| Ishares Msci Japan Etf (EWJ) | 0.1 | $3.1M | 39k | 80.74 |
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| Micron Technology (MU) | 0.1 | $3.1M | +23% | 11k | 285.52 |
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| Ishares Msci Em Asia Etf (EEMA) | 0.1 | $3.0M | +9% | 32k | 94.02 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $3.0M | -69% | 93k | 32.57 |
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| Krispy Kreme (DNUT) | 0.1 | $3.0M | 749k | 4.02 |
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| Bank of America Corporation (BAC) | 0.1 | $3.0M | 54k | 55.00 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.9M | 16k | 183.40 |
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| Abbott Laboratories (ABT) | 0.1 | $2.9M | 23k | 125.29 |
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| Automatic Data Processing (ADP) | 0.1 | $2.9M | 11k | 258.88 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $2.9M | +5% | 65k | 44.17 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $2.7M | 51k | 52.88 |
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| Morgan Stanley Com New (MS) | 0.1 | $2.7M | +12% | 15k | 177.53 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $2.7M | +7% | 36k | 74.94 |
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| Privia Health Group (PRVA) | 0.1 | $2.7M | 113k | 23.71 |
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| Intercontinental Exchange (ICE) | 0.1 | $2.6M | 16k | 161.95 |
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| Lowe's Companies (LOW) | 0.1 | $2.6M | -13% | 11k | 241.16 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $2.6M | 56k | 45.85 |
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| Boston Scientific Corporation (BSX) | 0.1 | $2.5M | +138% | 26k | 95.36 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.4M | 12k | 212.08 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $2.4M | -7% | 16k | 154.80 |
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| Netflix (NFLX) | 0.1 | $2.4M | +1496% | 26k | 93.76 |
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| 3M Company (MMM) | 0.1 | $2.4M | 15k | 160.10 |
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| First Tr Exchange-traded Wcm Intl Equity (WCMI) | 0.0 | $2.3M | NEW | 137k | 17.01 |
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| Merck & Co (MRK) | 0.0 | $2.3M | -4% | 22k | 105.87 |
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| Costco Wholesale Corporation (COST) | 0.0 | $2.3M | -28% | 2.6k | 862.34 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $2.2M | +51% | 48k | 45.89 |
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| Cummins (CMI) | 0.0 | $2.2M | 4.3k | 510.39 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.2M | -6% | 7.5k | 290.22 |
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| Danaher Corporation (DHR) | 0.0 | $2.2M | 9.5k | 229.13 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $2.1M | 15k | 141.06 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $2.1M | +3% | 11k | 190.97 |
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| Qualcomm (QCOM) | 0.0 | $2.1M | 12k | 171.05 |
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| Booking Holdings (BKNG) | 0.0 | $2.0M | -72% | 379.00 | 5355.33 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $2.0M | -3% | 2.7k | 753.83 |
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| Consolidated Edison (ED) | 0.0 | $2.0M | 20k | 99.32 |
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| Pure Storage Cl A (PSTG) | 0.0 | $2.0M | 30k | 67.02 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $2.0M | +13% | 3.2k | 605.46 |
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| Royalty Pharma Shs Class A (RPRX) | 0.0 | $2.0M | -28% | 51k | 38.64 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $1.9M | -2% | 41k | 47.08 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $1.9M | +16% | 13k | 146.58 |
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| Cisco Systems (CSCO) | 0.0 | $1.9M | 25k | 77.04 |
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| Quanta Services (PWR) | 0.0 | $1.9M | 4.5k | 422.06 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.9M | 70k | 26.91 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $1.9M | 43k | 43.30 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $1.9M | 18k | 100.79 |
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| PNC Financial Services (PNC) | 0.0 | $1.8M | +28% | 8.6k | 208.74 |
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| Intel Corporation (INTC) | 0.0 | $1.8M | -3% | 49k | 36.90 |
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| TJX Companies (TJX) | 0.0 | $1.8M | -6% | 12k | 153.63 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $1.8M | 11k | 156.63 |
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| First Majestic Silver Corp (AG) | 0.0 | $1.8M | 107k | 16.39 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $1.7M | 13k | 135.72 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.7M | 19k | 89.46 |
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| Ge Aerospace Com New (GE) | 0.0 | $1.7M | 5.4k | 308.39 |
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| Starbucks Corporation (SBUX) | 0.0 | $1.6M | 19k | 84.21 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $1.6M | 13k | 119.35 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.6M | +4% | 6.2k | 257.99 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $1.6M | 3.8k | 412.77 |
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| Agnico (AEM) | 0.0 | $1.6M | +2% | 9.2k | 169.62 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $1.5M | 64k | 24.28 |
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| S&p Global (SPGI) | 0.0 | $1.5M | +38% | 2.9k | 522.64 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $1.5M | 63k | 24.23 |
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| Corteva (CTVA) | 0.0 | $1.5M | 23k | 67.03 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $1.5M | -26% | 25k | 60.79 |
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| Iqvia Holdings (IQV) | 0.0 | $1.5M | -2% | 6.6k | 225.41 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.5M | +9% | 12k | 120.18 |
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| Citizens Financial (CFG) | 0.0 | $1.5M | 25k | 58.39 |
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| Kkr & Co (KKR) | 0.0 | $1.4M | 11k | 127.48 |
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| Arista Networks Com Shs (ANET) | 0.0 | $1.4M | -64% | 11k | 130.97 |
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| Ssga Active Etf Tr State Street Bla (SRLN) | 0.0 | $1.4M | -5% | 35k | 41.27 |
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| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $1.4M | 12k | 114.66 |
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| Penumbra (PEN) | 0.0 | $1.4M | 4.5k | 310.91 |
|
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| Colgate-Palmolive Company (CL) | 0.0 | $1.4M | +49% | 18k | 79.03 |
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| Spdr Series Trust State Street Spd (SPYX) | 0.0 | $1.4M | 25k | 56.19 |
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|
| Canadian Pacific Kansas City (CP) | 0.0 | $1.4M | 19k | 73.63 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.3M | 12k | 110.19 |
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| Deere & Company (DE) | 0.0 | $1.3M | 2.8k | 467.19 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $1.3M | NEW | 30k | 43.55 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.3M | -47% | 24k | 54.33 |
|
| Astera Labs (ALAB) | 0.0 | $1.3M | 7.8k | 166.36 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $1.3M | -3% | 9.4k | 136.94 |
|
| Palo Alto Networks (PANW) | 0.0 | $1.3M | +19% | 6.9k | 184.20 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $1.3M | +24% | 50k | 25.45 |
|
| SLB Com Stk (SLB) | 0.0 | $1.2M | 32k | 38.66 |
|
|
| Linde SHS (LIN) | 0.0 | $1.2M | +30% | 2.9k | 426.39 |
|
| Service Corporation International (SCI) | 0.0 | $1.2M | 16k | 77.96 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $1.2M | -6% | 13k | 96.28 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $1.2M | 12k | 101.67 |
|
|
| Nuveen Muni Value Fund (NUV) | 0.0 | $1.2M | 132k | 9.06 |
|
|
| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $1.2M | 16k | 74.26 |
|
|
| Ishares Msci World Etf (URTH) | 0.0 | $1.1M | 6.1k | 185.77 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.1M | -25% | 4.2k | 268.30 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $1.1M | 8.8k | 129.17 |
|
|
| International Business Machines (IBM) | 0.0 | $1.1M | +36% | 3.8k | 296.09 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $1.1M | NEW | 25k | 44.55 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $1.1M | 8.0k | 139.16 |
|
|
| Moody's Corporation (MCO) | 0.0 | $1.1M | 2.2k | 510.85 |
|
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.0 | $1.1M | NEW | 10k | 109.66 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $1.1M | 3.3k | 329.52 |
|
|
| Vici Pptys (VICI) | 0.0 | $1.1M | +145% | 38k | 28.57 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $1.1M | +3% | 64k | 16.74 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $1.1M | 3.5k | 310.24 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $1.1M | 13k | 79.73 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $1.0M | +165% | 13k | 83.75 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $1.0M | -7% | 13k | 80.63 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $1.0M | +5% | 2.1k | 483.75 |
|
| Blackrock (BLK) | 0.0 | $1.0M | -35% | 951.00 | 1070.34 |
|
| Bwx Technologies (BWXT) | 0.0 | $1.0M | 5.9k | 172.85 |
|
|
| Broadstone Net Lease (BNL) | 0.0 | $995k | 56k | 17.66 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $990k | +214% | 6.1k | 162.14 |
|
| Blackrock Etf Trust Ishares Man Futu (ISMF) | 0.0 | $983k | NEW | 37k | 26.28 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $968k | 6.8k | 141.82 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $957k | -19% | 1.6k | 580.71 |
|
| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 0.0 | $954k | 48k | 19.87 |
|
|
| Nextera Energy (NEE) | 0.0 | $954k | -24% | 12k | 80.27 |
|
| Pulte (PHM) | 0.0 | $936k | +4% | 8.0k | 117.06 |
|
| Pfizer (PFE) | 0.0 | $935k | 38k | 24.90 |
|
|
| Servicenow (NOW) | 0.0 | $934k | +457% | 6.1k | 153.19 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $921k | -2% | 4.1k | 226.12 |
|
| Martin Marietta Materials (MLM) | 0.0 | $920k | 1.5k | 622.65 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $913k | 9.8k | 93.19 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $907k | 19k | 47.85 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $906k | 7.7k | 117.52 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $899k | -5% | 3.9k | 228.44 |
|
| Madrigal Pharmaceuticals (MDGL) | 0.0 | $869k | 1.5k | 582.34 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $857k | 7.1k | 120.96 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $845k | -4% | 32k | 26.32 |
|
| Citigroup Com New (C) | 0.0 | $839k | +12% | 7.2k | 116.69 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $834k | 3.3k | 256.04 |
|
|
| Synopsys (SNPS) | 0.0 | $830k | 1.8k | 469.72 |
|
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $829k | 15k | 53.93 |
|
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $824k | +136% | 62k | 13.39 |
|
| Capital One Financial (COF) | 0.0 | $819k | +5% | 3.4k | 242.29 |
|
| Qxo Com New (QXO) | 0.0 | $816k | +197% | 42k | 19.29 |
|
| AutoZone (AZO) | 0.0 | $814k | 240.00 | 3392.00 |
|
|
| Progressive Corporation (PGR) | 0.0 | $805k | -85% | 3.5k | 227.72 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $800k | -5% | 4.9k | 162.01 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $780k | +28% | 2.2k | 360.06 |
|
| Victorias Secret And Common Stock (VSCO) | 0.0 | $774k | 14k | 54.17 |
|
|
| Aptiv Com Shs (APTV) | 0.0 | $770k | 10k | 76.09 |
|
|
| ConocoPhillips (COP) | 0.0 | $765k | 8.2k | 93.61 |
|
|
| Globe Life (GL) | 0.0 | $763k | -2% | 5.5k | 139.86 |
|
| Valero Energy Corporation (VLO) | 0.0 | $761k | -89% | 4.9k | 156.39 |
|
| Tyler Technologies (TYL) | 0.0 | $760k | 1.7k | 453.95 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $759k | -16% | 8.6k | 88.49 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $748k | +6% | 3.4k | 219.81 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $746k | 8.8k | 84.64 |
|
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $725k | -11% | 15k | 47.73 |
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.0 | $713k | 18k | 39.15 |
|
|
| Carlisle Companies (CSL) | 0.0 | $710k | 2.2k | 319.86 |
|
|
| Ge Vernova (GEV) | 0.0 | $694k | 1.1k | 653.61 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $691k | 9.4k | 73.48 |
|
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $690k | +100% | 13k | 52.72 |
|
| Murphy Usa (MUSA) | 0.0 | $684k | 1.7k | 403.52 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $683k | 5.4k | 125.82 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $667k | 4.0k | 167.94 |
|
|
| At&t (T) | 0.0 | $650k | +83% | 26k | 24.84 |
|
| Trane Technologies SHS (TT) | 0.0 | $650k | +216% | 1.7k | 389.20 |
|
| MiMedx (MDXG) | 0.0 | $646k | 96k | 6.77 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $641k | +15% | 4.2k | 154.13 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $635k | -4% | 3.3k | 194.37 |
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.0 | $615k | NEW | 3.3k | 186.43 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $608k | +132% | 10k | 59.28 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $604k | 4.4k | 137.87 |
|
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.0 | $597k | 8.8k | 68.14 |
|
|
| Astrazeneca Sponsored Adr | 0.0 | $595k | +61% | 6.5k | 91.93 |
|
| Analog Devices (ADI) | 0.0 | $591k | -90% | 2.2k | 271.13 |
|
| Spdr Series Trust State Street Spd (JNK) | 0.0 | $588k | 6.0k | 97.21 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $588k | -3% | 1.7k | 336.74 |
|
| Fundx Invt Tr Fundx Etf (XCOR) | 0.0 | $587k | 7.3k | 80.67 |
|
|
| Republic Services (RSG) | 0.0 | $579k | +26% | 2.7k | 211.93 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $572k | -21% | 7.1k | 80.22 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $571k | -6% | 2.2k | 258.79 |
|
| Paypal Holdings (PYPL) | 0.0 | $562k | NEW | 9.6k | 58.49 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $559k | +33% | 636.00 | 878.96 |
|
| Caci Intl Cl A (CACI) | 0.0 | $558k | 1.0k | 532.81 |
|
|
| Global X Fds Msci Norway Etf (NORW) | 0.0 | $556k | 18k | 30.47 |
|
|
| Main Street Capital Corporation (MAIN) | 0.0 | $553k | 9.2k | 60.39 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $549k | 1.1k | 481.78 |
|
|
| American Centy Etf Tr Avantis Responsi (AVSE) | 0.0 | $548k | 8.4k | 64.97 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $545k | +2% | 1.7k | 318.36 |
|
| Ross Stores (ROST) | 0.0 | $533k | -8% | 3.0k | 180.14 |
|
| Celcuity (CELC) | 0.0 | $527k | 5.3k | 99.74 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $517k | 5.4k | 96.16 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $514k | +3% | 6.3k | 81.03 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $511k | 2.9k | 173.49 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $496k | +6% | 5.0k | 99.16 |
|
| Thor Industries (THO) | 0.0 | $492k | -92% | 4.8k | 102.67 |
|
| Tempur-Pedic International (SGI) | 0.0 | $487k | -92% | 5.5k | 89.29 |
|
| Spinnaker Etf Series Select Stoxx Eur (EUAD) | 0.0 | $482k | -6% | 11k | 42.13 |
|
| Williams Companies (WMB) | 0.0 | $473k | +17% | 7.9k | 60.11 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $466k | NEW | 1.5k | 304.38 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $459k | +61% | 39k | 11.73 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $457k | +4% | 7.4k | 62.15 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $455k | +3% | 8.9k | 50.88 |
|
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $449k | -31% | 35k | 12.74 |
|
| BP Sponsored Adr (BP) | 0.0 | $444k | 13k | 34.73 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $443k | 6.2k | 71.41 |
|
|
| United Bankshares (UBSI) | 0.0 | $440k | 11k | 38.78 |
|
|
| American Tower Reit (AMT) | 0.0 | $439k | -59% | 2.5k | 177.27 |
|
| Ecolab (ECL) | 0.0 | $434k | +90% | 1.7k | 263.29 |
|
| Unilever Spon Adr New (UL) | 0.0 | $434k | NEW | 6.6k | 65.40 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $433k | 2.2k | 199.68 |
|
|
| Xcel Energy (XEL) | 0.0 | $431k | NEW | 5.8k | 74.43 |
|
| Edwards Lifesciences (EW) | 0.0 | $431k | -3% | 5.1k | 85.22 |
|
| 2023 Etf Series Trust Pacific Nos Glob (GEME) | 0.0 | $430k | NEW | 13k | 32.18 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $429k | +6% | 2.4k | 177.75 |
|
| Carvana Cl A (CVNA) | 0.0 | $423k | NEW | 1.0k | 422.02 |
|
| Installed Bldg Prods (IBP) | 0.0 | $421k | -92% | 1.6k | 259.39 |
|
| AFLAC Incorporated (AFL) | 0.0 | $418k | -2% | 3.8k | 110.26 |
|
| American Electric Power Company (AEP) | 0.0 | $414k | -93% | 3.6k | 115.31 |
|
| McKesson Corporation (MCK) | 0.0 | $412k | +14% | 502.00 | 821.61 |
|
| Rubrik Cl A (RBRK) | 0.0 | $411k | NEW | 5.4k | 76.47 |
|
| Nvent Electric SHS (NVT) | 0.0 | $409k | 4.0k | 101.96 |
|
|
| Nike CL B (NKE) | 0.0 | $400k | -82% | 6.2k | 64.12 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $400k | +2% | 5.3k | 75.44 |
|
| Dupont De Nemours (DD) | 0.0 | $398k | +16% | 9.9k | 40.20 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $397k | 8.5k | 46.59 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $396k | +21% | 1.6k | 242.91 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $396k | NEW | 2.1k | 185.51 |
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $393k | 5.7k | 69.31 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $392k | NEW | 5.3k | 74.07 |
|
| Smartstop Self Storag Reit I Common Stock (SMA) | 0.0 | $388k | NEW | 13k | 31.08 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $388k | 2.4k | 161.63 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $386k | 4.5k | 85.37 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $378k | NEW | 667.00 | 566.36 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $378k | +17% | 4.8k | 78.67 |
|
| Yum! Brands (YUM) | 0.0 | $374k | 2.5k | 151.26 |
|
|
| Target Corporation (TGT) | 0.0 | $372k | +5% | 3.8k | 97.75 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $371k | -7% | 219.00 | 1691.63 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $370k | +98% | 5.7k | 65.02 |
|
| CBOE Holdings (CBOE) | 0.0 | $366k | 1.5k | 251.00 |
|
|
| Listed Fds Tr Roundhill Video (NERD) | 0.0 | $358k | 15k | 24.17 |
|
|
| Amplify Etf Tr Amplify Bluestar (ITEQ) | 0.0 | $352k | 6.1k | 58.05 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $347k | -3% | 450.00 | 771.86 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $346k | NEW | 762.00 | 453.36 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $345k | 3.2k | 106.70 |
|
|
| Unum (UNM) | 0.0 | $344k | -10% | 4.4k | 77.49 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $343k | 2.5k | 136.73 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $333k | 2.9k | 116.04 |
|
|
| Stryker Corporation (SYK) | 0.0 | $327k | -2% | 927.00 | 352.31 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $325k | -7% | 1.6k | 203.46 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $322k | NEW | 3.3k | 97.19 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $321k | 2.0k | 160.88 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $319k | 4.3k | 74.17 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $314k | -6% | 1.5k | 214.16 |
|
| Boeing Company (BA) | 0.0 | $314k | -15% | 1.4k | 217.11 |
|
| Sealed Air (SEE) | 0.0 | $312k | 7.5k | 41.43 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $310k | 3.2k | 96.27 |
|
|
| Oneok (OKE) | 0.0 | $308k | +42% | 4.2k | 73.50 |
|
| Toast Cl A (TOST) | 0.0 | $303k | +42% | 8.5k | 35.51 |
|
| Vaneck Etf Trust Rare Earth And S (REMX) | 0.0 | $302k | 4.1k | 73.76 |
|
|
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $302k | -92% | 5.0k | 60.89 |
|
| Genenta Science S P A Sponsored Ads (GNTA) | 0.0 | $298k | 200k | 1.49 |
|
|
| Gentex Corporation (GNTX) | 0.0 | $298k | 13k | 23.27 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $298k | +34% | 12k | 25.60 |
|
| Travel Leisure Ord (TNL) | 0.0 | $298k | 4.2k | 70.52 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $297k | -2% | 2.5k | 117.19 |
|
| Hartford Financial Services (HIG) | 0.0 | $297k | NEW | 2.1k | 138.44 |
|
| Marvell Technology (MRVL) | 0.0 | $296k | -5% | 3.5k | 84.99 |
|
| Asbury Automotive (ABG) | 0.0 | $294k | -92% | 1.3k | 232.53 |
|
| Houlihan Lokey Cl A (HLI) | 0.0 | $292k | NEW | 1.7k | 174.19 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $290k | 1.4k | 214.06 |
|
|
| FedEx Corporation (FDX) | 0.0 | $289k | -6% | 998.00 | 289.84 |
|
| AtriCure (ATRC) | 0.0 | $288k | 7.3k | 39.56 |
|
|
| Qorvo (QRVO) | 0.0 | $283k | 3.3k | 84.51 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $283k | 3.6k | 79.24 |
|
|
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.0 | $279k | 3.8k | 73.30 |
|
|
| Qnity Electronics Common Stock (Q) | 0.0 | $277k | NEW | 3.4k | 81.65 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $273k | 4.7k | 57.67 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $272k | 2.5k | 109.91 |
|
|
| Stitch Fix Com Cl A (SFIX) | 0.0 | $272k | 52k | 5.25 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $271k | 2.3k | 120.17 |
|
|
| General Mills (GIS) | 0.0 | $270k | +9% | 5.8k | 46.50 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $269k | -5% | 1.3k | 208.80 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $267k | -95% | 3.4k | 79.36 |
|
| Prudential Financial (PRU) | 0.0 | $267k | 2.4k | 112.88 |
|
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $266k | 3.3k | 80.76 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $264k | NEW | 1.8k | 143.55 |
|
| L3harris Technologies (LHX) | 0.0 | $260k | 885.00 | 293.57 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $259k | 3.2k | 80.29 |
|
|
| First Solar (FSLR) | 0.0 | $258k | NEW | 989.00 | 261.22 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $257k | 1.5k | 167.62 |
|
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $256k | +9% | 2.3k | 111.13 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $255k | -84% | 1.5k | 171.44 |
|
| Dow (DOW) | 0.0 | $254k | -60% | 11k | 23.38 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $254k | +14% | 1.2k | 214.69 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $252k | 3.3k | 76.23 |
|
|
| Allstate Corporation (ALL) | 0.0 | $249k | -3% | 1.2k | 209.15 |
|
| Optimum Communications Cl A (OPTU) | 0.0 | $248k | 150k | 1.65 |
|
|
| Relx Sponsored Adr (RELX) | 0.0 | $244k | NEW | 6.0k | 40.42 |
|
| Pentair SHS (PNR) | 0.0 | $243k | NEW | 2.3k | 104.14 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $241k | NEW | 4.4k | 54.77 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $240k | +5% | 4.0k | 60.37 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $240k | NEW | 624.00 | 384.53 |
|
| Lennox International (LII) | 0.0 | $240k | -3% | 492.00 | 487.00 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $239k | +4% | 602.00 | 397.65 |
|
| Intuit (INTU) | 0.0 | $239k | -7% | 361.00 | 662.42 |
|
| Electronic Arts (EA) | 0.0 | $237k | -3% | 1.2k | 204.33 |
|
| PPG Industries (PPG) | 0.0 | $235k | 2.3k | 102.46 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $229k | 252.00 | 907.92 |
|
|
| Diamondback Energy (FANG) | 0.0 | $226k | -9% | 1.5k | 150.25 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $221k | 1.6k | 139.35 |
|
|
| Dave & Buster's Entertainmnt (PLAY) | 0.0 | $220k | 14k | 16.21 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $217k | 3.7k | 58.73 |
|
|
| Chicago Atlantic Real Estate Fin (REFI) | 0.0 | $213k | +3% | 17k | 12.73 |
|
| Investment Managers Ser Tr I Astoria Real (PPI) | 0.0 | $212k | 11k | 18.63 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $211k | NEW | 1.2k | 182.00 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $211k | NEW | 449.00 | 468.76 |
|
| Udr (UDR) | 0.0 | $209k | 5.7k | 36.68 |
|
|
| General Motors Company (GM) | 0.0 | $207k | NEW | 2.5k | 81.32 |
|
| Ubs Group SHS (UBS) | 0.0 | $206k | NEW | 4.4k | 46.31 |
|
| Wayfair Cl A (W) | 0.0 | $205k | NEW | 2.0k | 100.40 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $205k | NEW | 8.8k | 23.31 |
|
| CRH Ord (CRH) | 0.0 | $204k | NEW | 1.6k | 124.80 |
|
| Armstrong World Industries (AWI) | 0.0 | $204k | -91% | 1.1k | 191.10 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $182k | NEW | 12k | 15.86 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $178k | NEW | 10k | 17.50 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $174k | +42% | 24k | 7.32 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $170k | +111% | 23k | 7.52 |
|
| Relmada Therapeutics (RLMD) | 0.0 | $154k | 32k | 4.83 |
|
|
| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.0 | $130k | NEW | 11k | 11.86 |
|
| Ss Innovations International Com New (SSII) | 0.0 | $117k | 21k | 5.68 |
|
|
| Eaton Vance Sr Income Tr Sh Ben Int (EVF) | 0.0 | $98k | 19k | 5.27 |
|
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $92k | NEW | 11k | 8.39 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $84k | +7% | 16k | 5.30 |
|
| Opendoor Technologies (OPEN) | 0.0 | $67k | NEW | 12k | 5.83 |
|
| Nerdy Cl A Com (NRDY) | 0.0 | $13k | 12k | 1.04 |
|
Past Filings by AlTi Global
SEC 13F filings are viewable for AlTi Global going back to 2023
- AlTi Global 2025 Q4 filed Feb. 13, 2026
- AlTi Global 2025 Q3 filed Nov. 6, 2025
- AlTi Global 2025 Q2 filed July 31, 2025
- AlTi Global 2025 Q1 filed May 15, 2025
- AlTi Global 2024 Q4 filed Feb. 14, 2025
- AlTi Global 2024 Q3 filed Nov. 14, 2024
- AlTi Global 2024 Q2 filed Aug. 14, 2024
- AlTi Global 2024 Q1 filed May 15, 2024
- AlTi Global 2023 Q4 filed Feb. 14, 2024