AlTi Global
Latest statistics and disclosures from AlTi Global's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EFA, ITOT, SPY, SPMD, IJH, and represent 39.66% of AlTi Global's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$51M), IAUM (+$46M), DUHP (+$16M), ITOT (+$14M), DFAI (+$11M), DFAU (+$9.3M), ESGD (+$9.0M), IBIT (+$8.9M), SCHW (+$6.9M), BKNG (+$6.7M).
- Started 58 new stock positions in HLT, RSG, ADI, SWKS, SGI, IBP, AVSE, MC, AVSD, TT.
- Reduced shares in these 10 stocks: IJH (-$225M), SPMD (-$89M), GLD (-$28M), IJK (-$9.4M), VTI (-$7.5M), VEA (-$5.8M), CFLT (-$5.6M), AEM (-$5.4M), STIP, ORCL.
- Sold out of its positions in AEM, SWAN, CFLT, CCI, EHC, EHAB, UCON, FTV, COPX, HSY.
- AlTi Global was a net seller of stock by $-95M.
- AlTi Global has $4.0B in assets under management (AUM), dropping by 4.58%.
- Central Index Key (CIK): 0001838615
Tip: Access up to 7 years of quarterly data
Positions held by AlTi Global consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for AlTi Global
AlTi Global holds 415 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Eafe Etf (EFA) | 13.1 | $524M | 5.9M | 89.39 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 9.0 | $357M | +4% | 2.6M | 135.04 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.5 | $338M | +17% | 539k | 627.06 |
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 5.0 | $201M | -30% | 3.7M | 54.38 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.1 | $162M | -58% | 2.6M | 62.02 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.9 | $155M | -4% | 507k | 304.83 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.9 | $115M | -19% | 377k | 304.83 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 2.8 | $110M | -2% | 2.9M | 37.51 |
|
| First Tr Exchange-traded Energy Inm Partn (EIPX) | 2.7 | $107M | 4.2M | 25.63 |
|
|
| Exxon Mobil Corporation (XOM) | 2.7 | $106M | 958k | 110.96 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 2.5 | $98M | 1.6M | 62.66 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.6 | $62M | -4% | 712k | 87.30 |
|
| Apple (AAPL) | 1.6 | $62M | +3% | 292k | 212.23 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 1.4 | $57M | +38% | 1.6M | 35.56 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.4 | $55M | -7% | 536k | 102.91 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $52M | -2% | 92k | 569.78 |
|
| Uber Technologies (UBER) | 1.2 | $48M | 513k | 93.30 |
|
|
| Ishares Gold Tr Shares Represent (IAUM) | 1.2 | $46M | NEW | 1.4M | 32.99 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $45M | 253k | 176.23 |
|
|
| Microsoft Corporation (MSFT) | 1.0 | $42M | +5% | 84k | 497.43 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.7 | $27M | +49% | 426k | 63.04 |
|
| Medtronic SHS (MDT) | 0.7 | $27M | 303k | 87.88 |
|
|
| Chevron Corporation (CVX) | 0.6 | $25M | +2% | 170k | 149.10 |
|
| Walt Disney Company (DIS) | 0.6 | $23M | -10% | 191k | 121.70 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.6 | $23M | +64% | 257k | 89.22 |
|
| Prologis (PLD) | 0.5 | $22M | 207k | 105.12 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $21M | +41% | 44k | 485.75 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $20M | +36% | 110k | 185.64 |
|
| Amazon (AMZN) | 0.5 | $20M | +7% | 91k | 222.27 |
|
| Ishares Tr Paris Aligned Cl (PABU) | 0.5 | $20M | +17% | 303k | 66.86 |
|
| Oracle Corporation (ORCL) | 0.5 | $20M | -18% | 87k | 225.82 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $20M | +33% | 187k | 104.48 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $16M | -2% | 119k | 135.30 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $16M | +6% | 90k | 177.38 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $16M | +24% | 99k | 158.00 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $15M | -2% | 24k | 625.38 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $15M | +351% | 422k | 34.68 |
|
| Johnson & Johnson (JNJ) | 0.4 | $14M | +2% | 94k | 152.74 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $14M | -8% | 26k | 555.93 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.4 | $14M | -4% | 107k | 132.80 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $14M | -2% | 40k | 350.99 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $14M | -40% | 155k | 90.98 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $14M | -3% | 41k | 339.57 |
|
| Wal-Mart Stores (WMT) | 0.3 | $13M | -2% | 132k | 97.78 |
|
| Tesla Motors (TSLA) | 0.3 | $13M | +24% | 40k | 314.68 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.3 | $12M | -4% | 105k | 114.07 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $12M | +139% | 128k | 92.33 |
|
| Verizon Communications (VZ) | 0.3 | $12M | 269k | 43.27 |
|
|
| Goldman Sachs (GS) | 0.3 | $11M | +31% | 16k | 707.93 |
|
| Cme (CME) | 0.3 | $11M | -3% | 39k | 275.63 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $10M | +9% | 25k | 424.58 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $10M | 81k | 129.08 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $10M | +15% | 36k | 285.50 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $10M | -6% | 235k | 43.22 |
|
| Cameco Corporation (CCJ) | 0.3 | $10M | 135k | 74.23 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $9.6M | 42k | 228.03 |
|
|
| Pepsi (PEP) | 0.2 | $9.4M | +227% | 70k | 133.54 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $9.3M | +193% | 322k | 28.95 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $9.3M | NEW | 220k | 42.36 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $9.2M | -10% | 182k | 50.38 |
|
| Abbvie (ABBV) | 0.2 | $9.1M | +9% | 48k | 188.81 |
|
| American Express Company (AXP) | 0.2 | $8.7M | +247% | 27k | 318.95 |
|
| Meta Platforms Cl A (META) | 0.2 | $8.6M | +26% | 12k | 731.86 |
|
| Visa Com Cl A (V) | 0.2 | $8.3M | +6% | 23k | 357.25 |
|
| Booking Holdings (BKNG) | 0.2 | $8.2M | +432% | 1.4k | 5789.30 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $8.2M | 332k | 24.54 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $8.0M | 22k | 371.43 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $7.6M | -4% | 90k | 84.81 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.2 | $7.6M | -36% | 157k | 48.45 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $7.3M | 67k | 110.10 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $7.3M | 94k | 77.50 |
|
|
| Broadcom (AVGO) | 0.2 | $6.9M | +8% | 25k | 277.19 |
|
| McDonald's Corporation (MCD) | 0.2 | $6.7M | +5% | 23k | 292.10 |
|
| Progressive Corporation (PGR) | 0.2 | $6.7M | NEW | 25k | 266.83 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $6.6M | 9.00 | 728800.00 |
|
|
| Heritage Commerce (HTBK) | 0.2 | $6.5M | 657k | 9.93 |
|
|
| Fiserv (FI) | 0.2 | $6.4M | +447% | 38k | 170.97 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $6.2M | +12% | 63k | 98.55 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $6.2M | -10% | 92k | 67.22 |
|
| Tempur-Pedic International (SGI) | 0.2 | $6.2M | NEW | 91k | 68.05 |
|
| Spdr Series Trust Msci Usa Strtgic (QUS) | 0.2 | $6.1M | +2% | 38k | 163.09 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $6.0M | -35% | 93k | 64.13 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $5.9M | +104% | 89k | 66.20 |
|
| Amgen (AMGN) | 0.1 | $5.8M | 21k | 279.23 |
|
|
| Altria (MO) | 0.1 | $5.8M | -4% | 99k | 58.17 |
|
| Procter & Gamble Company (PG) | 0.1 | $5.8M | +3% | 37k | 157.60 |
|
| Thor Industries (THO) | 0.1 | $5.7M | NEW | 65k | 88.81 |
|
| Coca-Cola Company (KO) | 0.1 | $5.7M | +3% | 80k | 71.25 |
|
| Analog Devices (ADI) | 0.1 | $5.6M | NEW | 24k | 238.88 |
|
| American Electric Power Company (AEP) | 0.1 | $5.6M | 54k | 104.90 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $5.6M | +4% | 10k | 561.64 |
|
| Valero Energy Corporation (VLO) | 0.1 | $5.5M | -4% | 45k | 122.98 |
|
| Home Depot (HD) | 0.1 | $5.5M | +3% | 15k | 370.94 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $5.4M | -13% | 100k | 53.83 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $5.3M | -5% | 39k | 136.32 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $5.3M | -6% | 77k | 68.92 |
|
| Phillips 66 (PSX) | 0.1 | $5.3M | +5% | 45k | 119.26 |
|
| Composecure Com Cl A (CMPO) | 0.1 | $5.2M | 372k | 14.09 |
|
|
| Boeing Company (BA) | 0.1 | $5.2M | -19% | 25k | 209.03 |
|
| Skyworks Solutions (SWKS) | 0.1 | $5.1M | NEW | 68k | 74.52 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $5.0M | 26k | 194.24 |
|
|
| Snowflake Cl A (SNOW) | 0.1 | $5.0M | 23k | 223.77 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $5.0M | -21% | 11k | 438.81 |
|
| Molson Coors Beverage CL B (TAP) | 0.1 | $4.9M | +19% | 100k | 48.95 |
|
| salesforce (CRM) | 0.1 | $4.9M | +8% | 18k | 271.70 |
|
| Floor & Decor Hldgs Cl A (FND) | 0.1 | $4.8M | NEW | 64k | 75.96 |
|
| Dimensional Etf Trust Global Real Est (DFGR) | 0.1 | $4.8M | NEW | 180k | 26.83 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $4.4M | +2% | 74k | 59.81 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $4.4M | -56% | 77k | 57.01 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $4.1M | -33% | 22k | 182.84 |
|
| Honeywell International (HON) | 0.1 | $4.0M | +2% | 17k | 232.92 |
|
| Asbury Automotive (ABG) | 0.1 | $3.9M | NEW | 17k | 238.54 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $3.9M | -3% | 18k | 211.82 |
|
| Installed Bldg Prods (IBP) | 0.1 | $3.8M | NEW | 21k | 180.32 |
|
| Union Pacific Corporation (UNP) | 0.1 | $3.8M | +18% | 16k | 233.49 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.8M | -24% | 18k | 215.79 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $3.6M | +348% | 36k | 102.31 |
|
| Caterpillar (CAT) | 0.1 | $3.5M | 8.8k | 401.63 |
|
|
| American Centy Etf Tr Avantis Respon U (AVSU) | 0.1 | $3.5M | NEW | 51k | 68.60 |
|
| Procept Biorobotics Corp (PRCT) | 0.1 | $3.4M | 60k | 57.60 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $3.4M | 11k | 309.79 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $3.4M | +1584% | 38k | 90.13 |
|
| Armstrong World Industries (AWI) | 0.1 | $3.3M | NEW | 21k | 162.44 |
|
| UnitedHealth (UNH) | 0.1 | $3.3M | -17% | 11k | 309.72 |
|
| Royalty Pharma Shs Class A (RPRX) | 0.1 | $3.2M | -45% | 90k | 36.03 |
|
| Dycom Industries (DY) | 0.1 | $3.2M | +20% | 13k | 244.39 |
|
| Alti Global Cl A (ALTI) | 0.1 | $3.2M | 773k | 4.13 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $3.2M | +13% | 24k | 133.23 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $3.1M | +125% | 41k | 74.97 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $3.1M | +7% | 46k | 67.67 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $3.1M | +34% | 62k | 49.46 |
|
| Intercontinental Exchange (ICE) | 0.1 | $2.9M | 16k | 181.82 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.9M | +14% | 7.0k | 411.71 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $2.9M | -36% | 84k | 34.23 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $2.8M | +26% | 43k | 65.32 |
|
| Nike CL B (NKE) | 0.1 | $2.7M | -2% | 37k | 74.62 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $2.7M | -26% | 51k | 52.76 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.7M | -7% | 25k | 109.29 |
|
| Lowe's Companies (LOW) | 0.1 | $2.7M | 12k | 221.91 |
|
|
| Privia Health Group (PRVA) | 0.1 | $2.6M | 113k | 23.00 |
|
|
| Applied Materials (AMAT) | 0.1 | $2.6M | -3% | 14k | 190.53 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.5M | 53k | 47.32 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.4M | -15% | 8.7k | 280.90 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.4M | +21% | 17k | 146.18 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $2.4M | 61k | 39.17 |
|
|
| Ishares Msci Em Asia Etf (EEMA) | 0.1 | $2.4M | NEW | 29k | 82.55 |
|
| 3M Company (MMM) | 0.1 | $2.4M | +4% | 15k | 157.32 |
|
| Netflix (NFLX) | 0.1 | $2.3M | +21% | 1.7k | 1335.53 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.3M | +14% | 2.4k | 970.16 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $2.3M | +461% | 33k | 68.79 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $2.2M | -43% | 13k | 177.55 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.2M | 12k | 195.43 |
|
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $2.2M | 55k | 40.11 |
|
|
| Krispy Kreme (DNUT) | 0.1 | $2.2M | +40% | 749k | 2.91 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $2.2M | 39k | 55.10 |
|
|
| Qualcomm (QCOM) | 0.1 | $2.1M | -13% | 13k | 159.21 |
|
| Moelis & Co Cl A (MC) | 0.1 | $2.0M | NEW | 33k | 62.32 |
|
| Consolidated Edison (ED) | 0.1 | $2.0M | 20k | 100.36 |
|
|
| Blackrock (BLK) | 0.1 | $2.0M | +2% | 1.9k | 1049.68 |
|
| Deere & Company (DE) | 0.1 | $2.0M | -13% | 3.9k | 510.11 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $2.0M | 32k | 61.85 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $1.9M | 41k | 46.34 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $1.9M | 15k | 128.52 |
|
|
| Danaher Corporation (DHR) | 0.0 | $1.9M | +8% | 9.6k | 197.57 |
|
| Morgan Stanley Com New (MS) | 0.0 | $1.9M | +2% | 13k | 141.57 |
|
| NVR (NVR) | 0.0 | $1.9M | NEW | 252.00 | 7385.66 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.8M | 2.8k | 663.34 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.8M | 22k | 83.48 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $1.8M | -13% | 4.7k | 388.93 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.8M | -3% | 73k | 24.44 |
|
| Merck & Co (MRK) | 0.0 | $1.8M | 21k | 83.58 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $1.8M | +4% | 19k | 91.63 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $1.7M | 18k | 94.99 |
|
|
| Corteva (CTVA) | 0.0 | $1.7M | 23k | 74.53 |
|
|
| Quanta Services (PWR) | 0.0 | $1.7M | +35% | 4.4k | 378.08 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $1.7M | -3% | 14k | 119.09 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $1.7M | +5% | 13k | 132.34 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.6M | 6.9k | 237.78 |
|
|
| Willscot Hldgs Corp Com Cl A (WSC) | 0.0 | $1.6M | NEW | 59k | 27.40 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.6M | -5% | 2.8k | 568.28 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $1.6M | 11k | 141.69 |
|
|
| Cisco Systems (CSCO) | 0.0 | $1.6M | +30% | 23k | 69.39 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $1.6M | 63k | 25.11 |
|
|
| Philip Morris International (PM) | 0.0 | $1.6M | -3% | 8.6k | 183.43 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $1.6M | +13% | 2.0k | 767.34 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $1.6M | NEW | 47k | 32.81 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $1.5M | 64k | 24.16 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $1.5M | 63k | 24.16 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $1.5M | 19k | 79.29 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $1.5M | -11% | 37k | 41.51 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.5M | +134% | 28k | 54.75 |
|
| Kkr & Co (KKR) | 0.0 | $1.5M | 11k | 133.03 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $1.4M | +35% | 5.7k | 252.93 |
|
| Cummins (CMI) | 0.0 | $1.4M | +4% | 4.3k | 327.51 |
|
| Palo Alto Networks (PANW) | 0.0 | $1.4M | +62% | 6.8k | 205.67 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $1.4M | +63% | 1.7k | 801.39 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $1.4M | 3.8k | 366.55 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $1.4M | -7% | 9.8k | 138.68 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.3M | NEW | 12k | 109.61 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $1.3M | +29% | 1.7k | 777.90 |
|
| Service Corporation International (SCI) | 0.0 | $1.3M | 16k | 82.49 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $1.3M | -2% | 35k | 36.65 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $1.3M | +32% | 14k | 92.62 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $1.3M | +30% | 22k | 58.27 |
|
| Keysight Technologies (KEYS) | 0.0 | $1.3M | +5% | 6.8k | 183.52 |
|
| Ishares Tr Paris Aligned Cl (PABD) | 0.0 | $1.2M | NEW | 20k | 60.41 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $1.2M | -22% | 12k | 103.01 |
|
| PNC Financial Services (PNC) | 0.0 | $1.2M | +51% | 6.5k | 186.42 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $1.2M | 12k | 101.60 |
|
|
| American Tower Reit (AMT) | 0.0 | $1.2M | -4% | 5.4k | 222.83 |
|
| Citizens Financial (CFG) | 0.0 | $1.2M | 25k | 47.91 |
|
|
| Spdr Series Trust Spdr S&p 500 Etf (SPYX) | 0.0 | $1.2M | -2% | 23k | 50.93 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $1.2M | +9% | 11k | 106.29 |
|
| Nuveen Muni Value Fund (NUV) | 0.0 | $1.2M | -23% | 132k | 8.72 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $1.2M | -63% | 14k | 80.13 |
|
| Penumbra (PEN) | 0.0 | $1.1M | 4.5k | 256.63 |
|
|
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 0.0 | $1.1M | 21k | 52.45 |
|
|
| Pool Corporation (POOL) | 0.0 | $1.1M | NEW | 3.8k | 291.48 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.1M | +15% | 31k | 35.69 |
|
| S&p Global (SPGI) | 0.0 | $1.1M | -5% | 2.1k | 527.36 |
|
| Moody's Corporation (MCO) | 0.0 | $1.1M | +16% | 2.2k | 505.62 |
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $1.1M | 12k | 89.17 |
|
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $1.1M | 8.0k | 135.73 |
|
|
| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $1.1M | NEW | 16k | 67.55 |
|
| Servicenow (NOW) | 0.0 | $1.1M | +112% | 1.0k | 1013.12 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $1.1M | 13k | 79.50 |
|
|
| Ishares Msci World Etf (URTH) | 0.0 | $1.0M | 6.1k | 169.38 |
|
|
| Ansys (ANSS) | 0.0 | $1.0M | NEW | 2.9k | 351.25 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.0M | -48% | 3.4k | 298.89 |
|
| Nextera Energy (NEE) | 0.0 | $1.0M | +19% | 14k | 71.90 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $1.0M | 3.3k | 310.76 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $1.0M | 40k | 25.29 |
|
|
| Resolute Hldgs Mgmt (RHLD) | 0.0 | $989k | 31k | 31.87 |
|
|
| Hologic (HOLX) | 0.0 | $986k | +27% | 15k | 65.85 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $985k | 8.8k | 112.33 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $982k | -62% | 11k | 89.05 |
|
| Intel Corporation (INTC) | 0.0 | $982k | +2% | 44k | 22.40 |
|
| Linde SHS (LIN) | 0.0 | $971k | 2.1k | 470.34 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $966k | +124% | 6.6k | 146.60 |
|
| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 0.0 | $957k | 49k | 19.72 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $929k | +2% | 9.5k | 97.57 |
|
| Broadstone Net Lease (BNL) | 0.0 | $922k | 56k | 16.34 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $916k | +4% | 2.0k | 463.05 |
|
| Pfizer (PFE) | 0.0 | $913k | +22% | 36k | 25.31 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $902k | 6.8k | 133.51 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $901k | -2% | 19k | 47.54 |
|
| Astera Labs (ALAB) | 0.0 | $879k | 9.7k | 90.42 |
|
|
| AutoZone (AZO) | 0.0 | $876k | 236.00 | 3712.23 |
|
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $866k | 12k | 72.69 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $848k | 33k | 25.38 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $848k | -30% | 62k | 13.72 |
|
| International Business Machines (IBM) | 0.0 | $839k | +72% | 2.9k | 293.91 |
|
| Martin Marietta Materials (MLM) | 0.0 | $838k | +3% | 1.5k | 566.40 |
|
| Bwx Technologies (BWXT) | 0.0 | $833k | +74% | 5.8k | 144.00 |
|
| Carlisle Companies (CSL) | 0.0 | $831k | 2.2k | 373.40 |
|
|
| Dow (DOW) | 0.0 | $830k | 27k | 30.23 |
|
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $815k | -41% | 18k | 46.04 |
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.0 | $811k | 6.6k | 122.86 |
|
|
| ConocoPhillips (COP) | 0.0 | $801k | +8% | 8.9k | 89.76 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $792k | 3.3k | 243.67 |
|
|
| Genenta Science S P A Sponsored Ads (GNTA) | 0.0 | $791k | 200k | 3.95 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $781k | 3.2k | 242.20 |
|
|
| At&t (T) | 0.0 | $777k | +119% | 27k | 28.94 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $777k | 7.1k | 109.64 |
|
|
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $742k | 52k | 14.37 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $737k | +116% | 11k | 70.41 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $735k | +90% | 11k | 69.02 |
|
| Aptiv Com Shs (APTV) | 0.0 | $716k | 11k | 67.91 |
|
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $711k | 15k | 46.20 |
|
|
| Pulte (PHM) | 0.0 | $707k | 7.6k | 92.50 |
|
|
| Darden Restaurants (DRI) | 0.0 | $691k | -34% | 3.2k | 217.96 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $682k | 8.8k | 77.31 |
|
|
| Capital One Financial (COF) | 0.0 | $677k | +51% | 3.2k | 212.52 |
|
| Globe Life (GL) | 0.0 | $668k | +33% | 5.6k | 119.40 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $658k | 3.2k | 205.57 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $626k | +2% | 4.9k | 128.41 |
|
| TJX Companies (TJX) | 0.0 | $623k | NEW | 5.0k | 123.57 |
|
| Paramount Global Class B Com (PARA) | 0.0 | $620k | 48k | 12.95 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $619k | 5.9k | 105.20 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $613k | +75% | 3.9k | 155.67 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $597k | 4.0k | 150.40 |
|
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.0 | $590k | 15k | 38.21 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $585k | +8% | 2.8k | 206.25 |
|
| Spdr Series Trust Bloomberg High Y (JNK) | 0.0 | $584k | +172% | 6.0k | 96.61 |
|
| MiMedx (MDXG) | 0.0 | $583k | 96k | 6.11 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $569k | +4% | 1.4k | 401.67 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $569k | +14% | 3.5k | 160.64 |
|
| Chubb (CB) | 0.0 | $563k | 2.0k | 285.33 |
|
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.0 | $562k | 8.8k | 64.13 |
|
|
| Dupont De Nemours (DD) | 0.0 | $551k | 8.0k | 68.57 |
|
|
| Citigroup Com New (C) | 0.0 | $550k | +8% | 6.4k | 86.08 |
|
| Eaton Corp SHS (ETN) | 0.0 | $549k | +52% | 1.5k | 356.51 |
|
| Global X Fds Msci Norway Etf (NORW) | 0.0 | $544k | 18k | 29.85 |
|
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $542k | 6.5k | 83.22 |
|
|
| Main Street Capital Corporation (MAIN) | 0.0 | $541k | 9.2k | 59.10 |
|
|
| Ge Vernova (GEV) | 0.0 | $540k | NEW | 1.0k | 539.36 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $535k | NEW | 4.4k | 121.01 |
|
| Fundx Invt Tr Fundx Etf (XCOR) | 0.0 | $532k | 7.3k | 73.17 |
|
|
| Markel Corporation (MKL) | 0.0 | $531k | 266.00 | 1997.36 |
|
|
| Spinnaker Etf Series Select Stoxx Eur (EUAD) | 0.0 | $531k | 12k | 43.39 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $514k | 5.4k | 95.74 |
|
|
| Vici Pptys (VICI) | 0.0 | $507k | NEW | 15k | 32.95 |
|
| General Dynamics Corporation (GD) | 0.0 | $499k | +8% | 1.7k | 291.85 |
|
| American Centy Etf Tr Avantis Responsi (AVSE) | 0.0 | $494k | NEW | 8.4k | 58.63 |
|
| Church & Dwight (CHD) | 0.0 | $491k | +8% | 5.1k | 96.15 |
|
| Republic Services (RSG) | 0.0 | $481k | NEW | 2.0k | 242.48 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $476k | NEW | 260.00 | 1828.89 |
|
| Gilead Sciences (GILD) | 0.0 | $474k | +12% | 4.1k | 114.54 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $471k | NEW | 3.5k | 136.32 |
|
| Fortinet (FTNT) | 0.0 | $461k | 4.4k | 105.72 |
|
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $458k | 6.6k | 69.14 |
|
|
| Allstate Corporation (ALL) | 0.0 | $452k | +106% | 2.2k | 201.80 |
|
| Madrigal Pharmaceuticals (MDGL) | 0.0 | $452k | 1.5k | 302.64 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $436k | 7.0k | 62.03 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $427k | 4.1k | 105.43 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $423k | 1.9k | 220.89 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $419k | NEW | 2.4k | 173.20 |
|
| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.0 | $412k | -45% | 8.5k | 48.63 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $408k | 14k | 28.65 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $405k | 8.2k | 49.51 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $403k | +25% | 5.3k | 76.77 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $402k | NEW | 1.3k | 304.10 |
|
| Altice Usa Cl A (ATUS) | 0.0 | $398k | +125% | 150k | 2.65 |
|
| Unum (UNM) | 0.0 | $397k | 4.9k | 80.73 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $394k | -37% | 6.2k | 63.48 |
|
| Williams Companies (WMB) | 0.0 | $392k | +19% | 6.2k | 62.81 |
|
| Edwards Lifesciences (EW) | 0.0 | $390k | 5.0k | 78.15 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $390k | -18% | 4.7k | 82.61 |
|
| Unilever Spon Adr New (UL) | 0.0 | $388k | NEW | 6.3k | 61.17 |
|
| Wells Fargo & Company (WFC) | 0.0 | $385k | -13% | 4.7k | 82.36 |
|
| BP Sponsored Adr (BP) | 0.0 | $383k | +55% | 13k | 29.93 |
|
| Listed Fds Tr Roundhill Video (NERD) | 0.0 | $378k | 15k | 25.51 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $375k | -62% | 2.2k | 173.27 |
|
| Yum! Brands (YUM) | 0.0 | $373k | +5% | 2.5k | 149.60 |
|
| CSX Corporation (CSX) | 0.0 | $372k | +3% | 11k | 33.35 |
|
| Target Corporation (TGT) | 0.0 | $365k | +2% | 3.5k | 104.73 |
|
| Brinker International (EAT) | 0.0 | $361k | 2.0k | 180.33 |
|
|
| Stryker Corporation (SYK) | 0.0 | $361k | -56% | 911.00 | 396.24 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $361k | 8.5k | 42.28 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $358k | 5.2k | 69.09 |
|
|
| Intuit (INTU) | 0.0 | $357k | NEW | 456.00 | 782.66 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $355k | 804.00 | 441.64 |
|
|
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $349k | NEW | 1.8k | 198.36 |
|
| Amplify Etf Tr Amplify Bluestar (ITEQ) | 0.0 | $343k | 6.1k | 56.53 |
|
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $339k | 5.7k | 59.78 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $330k | NEW | 4.7k | 69.87 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $330k | 472.00 | 698.47 |
|
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $320k | 3.3k | 96.43 |
|
|
| McKesson Corporation (MCK) | 0.0 | $317k | NEW | 444.00 | 714.53 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $316k | 3.4k | 93.99 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $312k | 3.7k | 84.11 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $309k | -46% | 5.4k | 56.85 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $308k | 3.2k | 95.31 |
|
|
| Cigna Corp (CI) | 0.0 | $299k | +4% | 962.00 | 310.91 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $296k | 4.5k | 65.52 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $296k | 3.2k | 91.97 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $296k | +29% | 2.5k | 118.01 |
|
| Nvent Electric SHS (NVT) | 0.0 | $293k | 4.0k | 73.25 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $288k | 4.3k | 67.02 |
|
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $286k | 146.00 | 1961.45 |
|
|
| Marvell Technology (MRVL) | 0.0 | $285k | NEW | 3.7k | 77.40 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $284k | 2.5k | 113.21 |
|
|
| General Mills (GIS) | 0.0 | $282k | +6% | 5.4k | 51.97 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $280k | NEW | 2.0k | 141.22 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $277k | -5% | 2.1k | 132.11 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $276k | +2% | 991.00 | 278.83 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $276k | +2% | 3.6k | 75.84 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $275k | +27% | 3.0k | 90.62 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $272k | 2.5k | 110.04 |
|
|
| PPG Industries (PPG) | 0.0 | $272k | +12% | 2.4k | 115.72 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $267k | 2.3k | 113.74 |
|
|
| Toast Cl A (TOST) | 0.0 | $264k | NEW | 6.0k | 44.29 |
|
| Hartford Financial Services (HIG) | 0.0 | $260k | +8% | 2.0k | 127.48 |
|
| Trane Technologies SHS (TT) | 0.0 | $260k | NEW | 598.00 | 434.52 |
|
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.0 | $257k | 3.8k | 67.46 |
|
|
| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $255k | 3.1k | 82.93 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $252k | -48% | 2.5k | 100.45 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $250k | NEW | 2.7k | 91.00 |
|
| Prudential Financial (PRU) | 0.0 | $249k | +11% | 2.3k | 107.44 |
|
| Hess (HES) | 0.0 | $246k | -75% | 1.8k | 138.62 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $246k | NEW | 4.0k | 60.79 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $244k | -24% | 1.1k | 227.27 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $243k | NEW | 911.00 | 266.34 |
|
| I3 Verticals Com Cl A (IIIV) | 0.0 | $241k | 8.8k | 27.48 |
|
|
| AtriCure (ATRC) | 0.0 | $238k | 7.3k | 32.77 |
|
|
| Ecolab (ECL) | 0.0 | $237k | NEW | 880.00 | 269.34 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $235k | NEW | 2.2k | 106.16 |
|
| Azek Cl A (AZEK) | 0.0 | $234k | NEW | 4.3k | 54.35 |
|
| Udr (UDR) | 0.0 | $233k | +5% | 5.7k | 40.83 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $233k | NEW | 1.4k | 172.26 |
|
| Sealed Air (SEE) | 0.0 | $232k | 7.5k | 31.03 |
|
|
| Banco Santander Adr (SAN) | 0.0 | $225k | NEW | 27k | 8.30 |
|
| Chicago Atlantic Real Estate Fin (REFI) | 0.0 | $225k | +3% | 16k | 14.43 |
|
| Oneok (OKE) | 0.0 | $223k | +2% | 2.7k | 81.63 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $221k | +2% | 415.00 | 531.69 |
|
| Kenvue (KVUE) | 0.0 | $219k | NEW | 11k | 20.93 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $217k | 3.7k | 58.78 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $216k | NEW | 8.7k | 24.66 |
|
| FedEx Corporation (FDX) | 0.0 | $215k | +3% | 930.00 | 230.92 |
|
| Diamondback Energy (FANG) | 0.0 | $213k | +3% | 1.6k | 137.30 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $211k | NEW | 434.00 | 487.10 |
|
| United Parcel Service CL B (UPS) | 0.0 | $210k | NEW | 2.1k | 101.80 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $210k | +12% | 4.4k | 47.41 |
|
| Stitch Fix Com Cl A (SFIX) | 0.0 | $191k | 52k | 3.70 |
|
|
| Investment Managers Ser Tr I Astoria Real (PPI) | 0.0 | $189k | 12k | 16.34 |
|
|
| Snap Cl A (SNAP) | 0.0 | $187k | 22k | 8.69 |
|
|
| Talos Energy (TALO) | 0.0 | $139k | 16k | 8.48 |
|
|
| Ss Innovations International Com New (SSII) | 0.0 | $121k | NEW | 21k | 5.89 |
|
| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.0 | $118k | 10k | 11.48 |
|
|
| Eaton Vance Sr Income Tr Sh Ben Int (EVF) | 0.0 | $106k | 19k | 5.69 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $89k | NEW | 16k | 5.56 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $70k | NEW | 11k | 6.58 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $62k | NEW | 15k | 4.25 |
|
| Nerdy Cl A Com (NRDY) | 0.0 | $20k | 12k | 1.63 |
|
|
| Relmada Therapeutics (RLMD) | 0.0 | $19k | 32k | 0.60 |
|
Past Filings by AlTi Global
SEC 13F filings are viewable for AlTi Global going back to 2023
- 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