SJS Investment Consulting
Latest statistics and disclosures from SJS Investment Consulting's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFIC, HRL, DFSD, AAPL, and represent 74.64% of SJS Investment Consulting's stock portfolio.
- Added to shares of these 10 stocks: DFCF (+$7.1M), DFIC, DFAC, AVEM, DFEM, VTEB, DFGR, VB, VTIP, IBM.
- Started 52 new stock positions in RXRX, HNI, TMFC, DVAX, TALO, COOP, TACK, Worthington Stl, ARGT, ARDX.
- Reduced shares in these 10 stocks: BND, DFSD, ELV, VNQI, USIG, AMZN, Guggenheim Bulletshrs 2023 Corp Bd Etf, , TSLA, .
- Sold out of its positions in Activision Blizzard, AGTI, AVNS, BIPC, Canopy Gro, CHGG, COMM, Denbury, DUHP, Earthstone Energy.
- SJS Investment Consulting was a net buyer of stock by $6.3M.
- SJS Investment Consulting has $442M in assets under management (AUM), dropping by 10.94%.
- Central Index Key (CIK): 0001894302
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SJS Investment Consulting holds 1618 positions in its portfolio as reported in the December 2023 quarterly 13F filing
SJS Investment Consulting has 1618 total positions. Only the first 250 positions are shown.
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- Download the SJS Investment Consulting December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Dimensional Etf Trust Us Core Equity 2 (DFAC) | 59.0 | $261M | 8.9M | 29.23 |
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Dimensional Etf Trust Intl Core Equity (DFIC) | 7.0 | $31M | +7% | 1.2M | 25.53 |
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Hormel Foods Corporation (HRL) | 3.3 | $14M | 450k | 32.11 |
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Dimensional Etf Trust Short Duration F (DFSD) | 2.8 | $13M | -9% | 267k | 47.01 |
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Apple (AAPL) | 2.5 | $11M | 58k | 192.53 |
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Eli Lilly & Co. (LLY) | 2.5 | $11M | 19k | 582.91 |
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Dimensional Etf Trust World Ex Us Core (DFAX) | 1.9 | $8.3M | 342k | 24.42 |
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Dimensional Etf Trust Core Fixed Incom (DFCF) | 1.6 | $7.1M | NEW | 168k | 42.40 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.5 | $6.5M | -38% | 89k | 73.55 |
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American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.9 | $3.9M | +11% | 69k | 56.39 |
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McDonald's Corporation (MCD) | 0.7 | $3.0M | 10k | 296.52 |
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Microsoft Corporation (MSFT) | 0.7 | $2.9M | +2% | 7.7k | 376.05 |
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Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.6 | $2.8M | +8% | 59k | 47.49 |
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NVIDIA Corporation (NVDA) | 0.6 | $2.7M | +4% | 5.5k | 495.26 |
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Visa Com Cl A (V) | 0.6 | $2.7M | 10k | 260.35 |
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Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.6 | $2.5M | +17% | 99k | 24.96 |
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Andersons (ANDE) | 0.5 | $2.3M | 40k | 57.54 |
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American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.5 | $2.0M | 34k | 60.43 |
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Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.5 | $2.0M | 30k | 66.49 |
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Pepsi (PEP) | 0.4 | $2.0M | -2% | 12k | 169.84 |
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Dimensional Etf Trust Global Real Est (DFGR) | 0.4 | $1.9M | +21% | 73k | 25.98 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.8M | 13k | 139.69 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.8M | 13k | 140.93 |
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Alkami Technology (ALKT) | 0.4 | $1.6M | -2% | 65k | 24.25 |
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SYSCO Corporation (SYY) | 0.3 | $1.5M | 21k | 73.13 |
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Amazon (AMZN) | 0.3 | $1.4M | -11% | 9.2k | 151.93 |
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Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $1.4M | -3% | 38k | 37.22 |
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.3 | $1.4M | -18% | 32k | 42.59 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $1.3M | +35% | 26k | 51.05 |
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Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $1.0M | 20k | 51.83 |
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Tesla Motors (TSLA) | 0.2 | $956k | -10% | 3.8k | 248.47 |
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Premier Financial Corp (PFC) | 0.2 | $797k | 33k | 24.10 |
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Ishares Tr Cohen Steer Reit (ICF) | 0.2 | $768k | 13k | 58.73 |
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Boeing Company (BA) | 0.2 | $765k | +4% | 2.9k | 260.66 |
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Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.2 | $757k | 24k | 31.13 |
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Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $725k | -6% | 12k | 59.62 |
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Exxon Mobil Corporation (XOM) | 0.2 | $668k | 6.7k | 99.97 |
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $628k | +11% | 13k | 49.44 |
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Costco Wholesale Corporation (COST) | 0.1 | $623k | +3% | 944.00 | 659.88 |
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Yum! Brands (YUM) | 0.1 | $567k | 4.3k | 130.66 |
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Procter & Gamble Company (PG) | 0.1 | $565k | +3% | 3.9k | 146.55 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $543k | +37% | 2.3k | 237.22 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $538k | -4% | 3.6k | 149.50 |
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $514k | 7.0k | 73.38 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $512k | 1.1k | 475.36 |
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Johnson & Johnson (JNJ) | 0.1 | $501k | +8% | 3.2k | 156.73 |
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Home Depot (HD) | 0.1 | $446k | 1.3k | 346.57 |
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Ishares Msci Emrg Chn (EMXC) | 0.1 | $442k | 8.0k | 55.41 |
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DTE Energy Company (DTE) | 0.1 | $404k | 3.7k | 110.26 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $404k | +11% | 845.00 | 477.63 |
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JPMorgan Chase & Co. (JPM) | 0.1 | $397k | -6% | 2.3k | 170.09 |
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $386k | 16k | 24.11 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $384k | +76% | 5.0k | 76.13 |
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Caterpillar (CAT) | 0.1 | $377k | 1.3k | 295.67 |
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First Solar (FSLR) | 0.1 | $357k | 2.1k | 172.28 |
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Advanced Micro Devices (AMD) | 0.1 | $356k | +106% | 2.4k | 147.41 |
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Marathon Petroleum Corp (MPC) | 0.1 | $356k | 2.4k | 148.36 |
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Monster Beverage Corp (MNST) | 0.1 | $348k | 6.0k | 57.61 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $348k | 6.0k | 57.96 |
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Arch Resources Cl A (ARCH) | 0.1 | $333k | 2.0k | 165.94 |
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Anthem (ELV) | 0.1 | $326k | -73% | 692.00 | 471.56 |
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American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $319k | 3.9k | 81.55 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $318k | +4% | 533.00 | 596.60 |
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Masco Corporation (MAS) | 0.1 | $284k | 4.2k | 66.98 |
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Citigroup Com New (C) | 0.1 | $274k | 5.3k | 51.44 |
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Kroger (KR) | 0.1 | $269k | 5.9k | 45.71 |
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Nike CL B (NKE) | 0.1 | $266k | 2.4k | 108.57 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $264k | +450% | 1.2k | 213.33 |
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Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $259k | 2.7k | 95.20 |
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W.W. Grainger (GWW) | 0.1 | $252k | 304.00 | 828.69 |
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Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $250k | 4.8k | 52.33 |
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Illinois Tool Works (ITW) | 0.1 | $249k | 950.00 | 261.94 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $246k | +2% | 700.00 | 350.91 |
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UnitedHealth (UNH) | 0.1 | $244k | 464.00 | 526.47 |
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Abbvie (ABBV) | 0.1 | $242k | 1.6k | 154.94 |
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FTI Consulting (FCN) | 0.1 | $241k | 1.2k | 199.15 |
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Veeva Sys Cl A Com (VEEV) | 0.1 | $228k | +12% | 1.2k | 192.52 |
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Sherwin-Williams Company (SHW) | 0.1 | $227k | 729.00 | 311.90 |
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Target Corporation (TGT) | 0.1 | $222k | +7% | 1.6k | 142.38 |
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International Business Machines (IBM) | 0.0 | $217k | +582% | 1.3k | 163.50 |
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Abbott Laboratories (ABT) | 0.0 | $212k | +4% | 1.9k | 110.08 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $212k | 1.1k | 200.71 |
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Walt Disney Company (DIS) | 0.0 | $207k | +6% | 2.3k | 90.29 |
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Cisco Systems (CSCO) | 0.0 | $204k | -6% | 4.0k | 50.52 |
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Stryker Corporation (SYK) | 0.0 | $202k | 675.00 | 299.46 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $188k | -21% | 2.1k | 88.36 |
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Yum China Holdings (YUMC) | 0.0 | $183k | 4.3k | 42.43 |
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Pfizer (PFE) | 0.0 | $180k | -16% | 6.3k | 28.79 |
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Coca-Cola Company (KO) | 0.0 | $174k | +5% | 2.9k | 58.93 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $170k | +147% | 612.00 | 276.94 |
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Netflix (NFLX) | 0.0 | $168k | 346.00 | 486.26 |
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Spdr Gold Tr Gold Shs (GLD) | 0.0 | $165k | 861.00 | 191.17 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $153k | 2.8k | 55.67 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $153k | 373.00 | 409.69 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $148k | +10% | 870.00 | 170.47 |
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $143k | 6.8k | 20.89 |
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AmerisourceBergen (COR) | 0.0 | $136k | 663.00 | 205.38 |
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Bank of America Corporation (BAC) | 0.0 | $136k | -2% | 4.0k | 33.67 |
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $136k | 2.2k | 61.90 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $133k | 262.00 | 507.38 |
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Chevron Corporation (CVX) | 0.0 | $132k | +44% | 884.00 | 149.08 |
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Merck & Co (MRK) | 0.0 | $131k | -16% | 1.2k | 109.02 |
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Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $126k | NEW | 880.00 | 143.64 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $120k | +2215% | 1.0k | 115.03 |
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Automatic Data Processing (ADP) | 0.0 | $119k | 509.00 | 232.97 |
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Pinterest Cl A (PINS) | 0.0 | $118k | 3.2k | 37.04 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $116k | -9% | 1.0k | 111.63 |
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Verizon Communications (VZ) | 0.0 | $113k | +14% | 3.0k | 37.69 |
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Iron Mountain (IRM) | 0.0 | $112k | 1.6k | 69.98 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $111k | 365.00 | 303.17 |
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At&t (T) | 0.0 | $111k | +3% | 6.6k | 16.78 |
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Vanguard World Fds Health Car Etf (VHT) | 0.0 | $110k | +1664% | 441.00 | 250.43 |
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Vanguard World Fds Energy Etf (VDE) | 0.0 | $110k | 940.00 | 117.28 |
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Intel Corporation (INTC) | 0.0 | $107k | +5% | 2.1k | 50.24 |
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First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $106k | 1.3k | 80.03 |
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Welltower Inc Com reit (WELL) | 0.0 | $106k | 1.2k | 90.17 |
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Fifth Third Ban (FITB) | 0.0 | $105k | 3.0k | 34.49 |
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Ishares Tr Core Div Grwth (DGRO) | 0.0 | $104k | 1.9k | 53.83 |
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Intercontinental Exchange (ICE) | 0.0 | $102k | 797.00 | 128.43 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $102k | 2.1k | 47.90 |
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Dt Midstream Common Stock (DTM) | 0.0 | $102k | 1.9k | 54.80 |
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Stantec (STN) | 0.0 | $101k | 1.3k | 80.19 |
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $100k | 4.9k | 20.46 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $100k | 2.1k | 47.24 |
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Select Sector Spdr Tr Technology (XLK) | 0.0 | $100k | +3% | 518.00 | 192.55 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $98k | 546.00 | 179.97 |
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $95k | 4.9k | 19.30 |
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Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $93k | 757.00 | 123.00 |
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3M Company (MMM) | 0.0 | $93k | -22% | 851.00 | 109.35 |
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Key (KEY) | 0.0 | $88k | 6.1k | 14.40 |
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Wisdomtree Tr Us Largecap Fund (EPS) | 0.0 | $88k | 1.7k | 50.12 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $87k | 840.00 | 103.06 |
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Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $84k | NEW | 1.9k | 44.15 |
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Wal-Mart Stores (WMT) | 0.0 | $82k | +45% | 521.00 | 157.57 |
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $78k | 1.3k | 59.24 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $77k | +953% | 1.2k | 63.34 |
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Wells Fargo & Company (WFC) | 0.0 | $75k | +19% | 1.5k | 49.22 |
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $74k | 1.2k | 61.94 |
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Lowe's Companies (LOW) | 0.0 | $74k | +44% | 330.00 | 222.82 |
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.0 | $73k | +5% | 1.5k | 48.51 |
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United Parcel Service CL B (UPS) | 0.0 | $71k | -4% | 449.00 | 157.23 |
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Cheniere Energy Com New (LNG) | 0.0 | $69k | 402.00 | 170.71 |
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Intuit (INTU) | 0.0 | $68k | +1700% | 108.00 | 625.03 |
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Axon Enterprise (AXON) | 0.0 | $67k | 259.00 | 258.33 |
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Oneok (OKE) | 0.0 | $66k | 945.00 | 70.22 |
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Becton, Dickinson and (BDX) | 0.0 | $66k | +61% | 270.00 | 244.09 |
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $65k | 3.5k | 18.55 |
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $65k | 3.2k | 20.28 |
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $65k | 3.3k | 19.46 |
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Meta Platforms Cl A (META) | 0.0 | $64k | 180.00 | 352.97 |
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ConocoPhillips (COP) | 0.0 | $62k | -25% | 537.00 | 116.07 |
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Ardelyx (ARDX) | 0.0 | $62k | NEW | 10k | 6.20 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $62k | 600.00 | 102.88 |
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Palo Alto Networks (PANW) | 0.0 | $61k | +20% | 206.00 | 294.88 |
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Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.0 | $61k | NEW | 2.0k | 29.78 |
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General Dynamics Corporation (GD) | 0.0 | $60k | +37% | 232.00 | 259.67 |
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Arhaus Com Cl A (ARHS) | 0.0 | $59k | 5.0k | 11.85 |
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Match Group (MTCH) | 0.0 | $58k | 1.6k | 36.50 |
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Sb Financial (SBFG) | 0.0 | $58k | -56% | 3.8k | 15.24 |
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salesforce (CRM) | 0.0 | $57k | +13% | 217.00 | 263.14 |
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $56k | 1.6k | 34.89 |
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American Water Works (AWK) | 0.0 | $54k | 407.00 | 131.99 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $53k | 1.0k | 51.98 |
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Walgreen Boots Alliance (WBA) | 0.0 | $53k | 2.0k | 26.11 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $51k | 1.2k | 43.83 |
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Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $50k | 4.5k | 11.00 |
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Linde SHS (LIN) | 0.0 | $50k | 121.00 | 410.72 |
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Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $49k | NEW | 2.1k | 23.04 |
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Texas Instruments Incorporated (TXN) | 0.0 | $47k | +34% | 278.00 | 170.49 |
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Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $47k | -27% | 1.6k | 29.12 |
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Broadcom (AVGO) | 0.0 | $46k | +17% | 41.00 | 1116.27 |
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AFLAC Incorporated (AFL) | 0.0 | $46k | 554.00 | 82.50 |
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Doordash Cl A (DASH) | 0.0 | $46k | +26% | 462.00 | 98.89 |
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Oracle Corporation (ORCL) | 0.0 | $45k | +33% | 429.00 | 105.55 |
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Fs Kkr Capital Corp (FSK) | 0.0 | $45k | 2.2k | 19.97 |
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Goldman Sachs (GS) | 0.0 | $44k | -20% | 113.00 | 387.28 |
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Bristol Myers Squibb (BMY) | 0.0 | $44k | 851.00 | 51.31 |
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Dentsply Sirona (XRAY) | 0.0 | $44k | 1.2k | 35.59 |
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Paypal Holdings (PYPL) | 0.0 | $43k | -51% | 704.00 | 61.37 |
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Kkr & Co (KKR) | 0.0 | $43k | 519.00 | 82.85 |
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FedEx Corporation (FDX) | 0.0 | $42k | 166.00 | 253.07 |
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Blackstone Group Inc Com Cl A (BX) | 0.0 | $41k | 312.00 | 130.92 |
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Medtronic SHS (MDT) | 0.0 | $40k | 489.00 | 82.38 |
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Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $40k | 4.0k | 10.13 |
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Mastercard Incorporated Cl A (MA) | 0.0 | $39k | +3% | 92.00 | 426.52 |
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Charles Schwab Corporation (SCHW) | 0.0 | $38k | 556.00 | 68.80 |
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Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $37k | 1.2k | 29.78 |
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FirstEnergy (FE) | 0.0 | $37k | 999.00 | 36.65 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $36k | 646.00 | 56.40 |
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Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $36k | -40% | 1.4k | 24.67 |
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Phillips 66 (PSX) | 0.0 | $35k | 263.00 | 133.14 |
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Palantir Technologies Cl A (PLTR) | 0.0 | $35k | +1197% | 2.0k | 17.17 |
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Morgan Stanley Com New (MS) | 0.0 | $34k | -5% | 369.00 | 93.25 |
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MetLife (MET) | 0.0 | $34k | 520.00 | 66.13 |
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Dell Technologies CL C (DELL) | 0.0 | $34k | -9% | 449.00 | 76.50 |
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Bhp Group Sponsored Ads (BHP) | 0.0 | $34k | 500.00 | 68.31 |
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General Mills (GIS) | 0.0 | $32k | 498.00 | 65.14 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $32k | 67.00 | 484.00 |
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Ford Motor Company (F) | 0.0 | $32k | -32% | 2.6k | 12.19 |
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Jack Henry & Associates (JKHY) | 0.0 | $32k | 195.00 | 163.41 |
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Travelers Companies (TRV) | 0.0 | $32k | -4% | 166.00 | 190.50 |
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Manager Directed Portfolios Vert Glb Sust Re | 0.0 | $31k | NEW | 3.1k | 9.96 |
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Fastenal Company (FAST) | 0.0 | $31k | 471.00 | 64.73 |
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Emerson Electric (EMR) | 0.0 | $30k | 311.00 | 97.33 |
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Arthur J. Gallagher & Co. (AJG) | 0.0 | $29k | +460% | 129.00 | 224.98 |
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McKesson Corporation (MCK) | 0.0 | $29k | 62.00 | 462.98 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $29k | -54% | 70.00 | 406.90 |
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Dupont De Nemours (DD) | 0.0 | $29k | 370.00 | 76.93 |
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Nxp Semiconductors N V (NXPI) | 0.0 | $28k | 123.00 | 229.69 |
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|
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $28k | +6% | 110.00 | 255.33 |
|
Ishares Gold Tr Ishares New (IAU) | 0.0 | $28k | 712.00 | 39.03 |
|
|
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $27k | 775.00 | 35.20 |
|
|
Shopify Cl A (SHOP) | 0.0 | $27k | +59% | 350.00 | 77.90 |
|
Paychex (PAYX) | 0.0 | $27k | -2% | 228.00 | 119.11 |
|
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $27k | 300.00 | 89.80 |
|
|
PPG Industries (PPG) | 0.0 | $27k | +588% | 179.00 | 149.14 |
|
Colgate-Palmolive Company (CL) | 0.0 | $26k | +48% | 329.00 | 79.75 |
|
Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $26k | +2% | 414.00 | 62.60 |
|
Marvell Technology (MRVL) | 0.0 | $26k | +56% | 428.00 | 60.31 |
|
Direxion Shs Etf Tr Dly Aerospc 3x (DFEN) | 0.0 | $25k | NEW | 1.0k | 24.48 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $25k | 325.00 | 77.73 |
|
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $25k | +9% | 254.00 | 99.25 |
|
Rockwell Automation (ROK) | 0.0 | $25k | 80.00 | 311.81 |
|
|
Otis Worldwide Corp (OTIS) | 0.0 | $24k | +348% | 269.00 | 89.55 |
|
CMS Energy Corporation (CMS) | 0.0 | $23k | 401.00 | 58.07 |
|
|
Kinder Morgan (KMI) | 0.0 | $23k | 1.3k | 17.64 |
|
|
First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $23k | 545.00 | 42.17 |
|
|
RBB Motley Fool Gbl (TMFG) | 0.0 | $23k | 824.00 | 27.82 |
|
|
Snap Cl A (SNAP) | 0.0 | $23k | 1.3k | 16.93 |
|
|
Dow (DOW) | 0.0 | $23k | -7% | 411.00 | 54.84 |
|
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $22k | NEW | 450.00 | 49.36 |
|
Nice Sponsored Adr (NICE) | 0.0 | $22k | 110.00 | 199.52 |
|
|
Uber Technologies (UBER) | 0.0 | $21k | +981% | 346.00 | 61.57 |
|
General Motors Company (GM) | 0.0 | $21k | +4% | 589.00 | 35.92 |
|
Select Sector Spdr Tr Energy (XLE) | 0.0 | $21k | NEW | 249.00 | 83.84 |
|
Ishares Silver Tr Ishares (SLV) | 0.0 | $21k | +13% | 958.00 | 21.78 |
|
V.F. Corporation (VFC) | 0.0 | $21k | +5% | 1.1k | 18.80 |
|
Carrier Global Corporation (CARR) | 0.0 | $20k | +3% | 353.00 | 57.57 |
|
Sky Harbour Group Corporatio Com Cl A (SKYH) | 0.0 | $20k | +1387% | 2.1k | 9.66 |
|
Vaneck Etf Trust Vaneck Vietnam (VNM) | 0.0 | $20k | 1.5k | 12.92 |
|
|
TJX Companies (TJX) | 0.0 | $20k | +101% | 208.00 | 93.75 |
|
Western Asset Hgh Yld Dfnd (HYI) | 0.0 | $19k | 1.5k | 12.09 |
|
|
Markel Corporation (MKL) | 0.0 | $19k | +333% | 13.00 | 1419.90 |
|
Duke Energy Corp Com New (DUK) | 0.0 | $18k | 187.00 | 97.04 |
|
|
Enterprise Products Partners (EPD) | 0.0 | $18k | 685.00 | 26.36 |
|
|
Corteva (CTVA) | 0.0 | $17k | +2% | 361.00 | 47.92 |
|
CVS Caremark Corporation (CVS) | 0.0 | $17k | +104% | 219.00 | 78.75 |
|
Micron Technology (MU) | 0.0 | $17k | +153% | 200.00 | 85.34 |
|
BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $17k | 1.6k | 10.32 |
|
|
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $17k | 319.00 | 52.20 |
|
Past Filings by SJS Investment Consulting
SEC 13F filings are viewable for SJS Investment Consulting going back to 2021
- SJS Investment Consulting 2023 Q4 filed Jan. 16, 2024
- SJS Investment Consulting 2023 Q3 filed Oct. 17, 2023
- SJS Investment Consulting 2023 Q2 filed July 13, 2023
- SJS Investment Consulting 2023 Q1 filed April 20, 2023
- SJS Investment Consulting 2022 Q4 filed Jan. 23, 2023
- SJS Investment Consulting 2022 Q3 filed Oct. 13, 2022
- SJS Investment Consulting 2022 Q1 filed May 5, 2022
- SJS Investment Consulting 2021 Q4 filed Feb. 11, 2022