SJS Investment Consulting
Latest statistics and disclosures from SJS Investment Consulting's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, HRL, DFIC, DFSD, DFAX, and represent 75.94% of SJS Investment Consulting's stock portfolio.
- Added to shares of these 10 stocks: DFAC (+$12M), DFIC, AVDE, VNQI, AAPL, ELV, AVEM, BND, VTIP, TGT.
- Started 41 new stock positions in MYOV, TMFG, KD, IBRX, BEPC, HGV, CERT, EDR, MUB, DV.
- Reduced shares in these 10 stocks: DFSD, PFC, IWV, SCHZ, EFA, ARHS, AMZN, MSFT, SCHF, BSV.
- Sold out of its positions in ABB, ACMR, AMCX, AMC, Abiomed, ADTN, ADPT, AVAV, AIRT, ALGN.
- SJS Investment Consulting was a net buyer of stock by $17M.
- SJS Investment Consulting has $336M in assets under management (AUM), dropping by 13.49%.
- Central Index Key (CIK): 0001894302
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Portfolio Holdings for SJS Investment Consulting
SJS Investment Consulting holds 1591 positions in its portfolio as reported in the December 2022 quarterly 13F filing
SJS Investment Consulting has 1591 total positions. Only the first 250 positions are shown.
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- Download the SJS Investment Consulting December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 58.7 | $197M | +6% | 8.1M | 24.28 | |
| Hormel Foods Corporation (HRL) | 6.0 | $20M | 439k | 45.55 | ||
| Dimensional Etf Trust Intl Core Equity (DFIC) | 5.0 | $17M | +20% | 753k | 22.35 | |
| Dimensional Etf Trust Short Duration F (DFSD) | 3.9 | $13M | -10% | 285k | 46.09 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 2.4 | $8.0M | 370k | 21.60 | ||
| Apple (AAPL) | 2.1 | $7.2M | +19% | 56k | 129.93 | |
| Eli Lilly & Co. (LLY) | 2.1 | $6.9M | 19k | 365.85 | ||
| McDonald's Corporation (MCD) | 0.8 | $2.7M | 10k | 263.52 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.8 | $2.7M | +56% | 37k | 71.84 | |
| Visa Com Cl A (V) | 0.7 | $2.3M | 11k | 207.77 | ||
| Pepsi (PEP) | 0.6 | $2.1M | 12k | 180.66 | ||
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.6 | $2.1M | +697% | 39k | 53.19 | |
| Andersons (ANDE) | 0.6 | $1.9M | 55k | 34.99 | ||
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.6 | $1.9M | +268% | 46k | 41.34 | |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.5 | $1.8M | 30k | 59.57 | ||
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.5 | $1.7M | +140% | 34k | 50.45 | |
| SYSCO Corporation (SYY) | 0.5 | $1.6M | 21k | 76.45 | ||
| Microsoft Corporation (MSFT) | 0.5 | $1.5M | -10% | 6.4k | 239.80 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.5 | $1.5M | +112% | 33k | 46.71 | |
| Anthem (ELV) | 0.4 | $1.4M | +285% | 2.6k | 512.97 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.4 | $1.3M | +3% | 40k | 33.48 | |
| Arhaus Com Cl A (ARHS) | 0.4 | $1.3M | -15% | 135k | 9.75 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.3 | $1.1M | +9% | 23k | 49.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.1M | 12k | 88.73 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.1M | -12% | 12k | 88.23 | |
| Alkami Technology (ALKT) | 0.3 | $975k | 67k | 14.59 | ||
| Premier Financial Corp (PFC) | 0.3 | $941k | -57% | 35k | 26.97 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $828k | +3% | 20k | 41.61 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.2 | $794k | 15k | 54.84 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $775k | +58% | 9.4k | 82.48 | |
| Amazon (AMZN) | 0.2 | $753k | -23% | 9.0k | 84.00 | |
| Target Corporation (TGT) | 0.2 | $742k | +242% | 5.0k | 149.05 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $726k | +31% | 6.6k | 110.30 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $694k | -17% | 3.6k | 191.21 | |
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.2 | $682k | +27% | 30k | 22.46 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $668k | 13k | 51.15 | ||
| Procter & Gamble Company (PG) | 0.2 | $652k | -6% | 4.3k | 151.58 | |
| NVIDIA Corporation (NVDA) | 0.2 | $615k | -18% | 4.2k | 146.15 | |
| Yum! Brands (YUM) | 0.2 | $556k | 4.3k | 128.08 | ||
| Johnson & Johnson (JNJ) | 0.2 | $516k | -3% | 2.9k | 176.66 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $515k | 3.7k | 140.37 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $504k | 1.3k | 382.34 | ||
| Tesla Motors (TSLA) | 0.1 | $487k | -11% | 4.0k | 123.17 | |
| Costco Wholesale Corporation (COST) | 0.1 | $456k | -2% | 999.00 | 456.42 | |
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $453k | 7.0k | 64.72 | ||
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $442k | +13% | 6.5k | 68.01 | |
| DTE Energy Company (DTE) | 0.1 | $431k | 3.7k | 117.53 | ||
| Home Depot (HD) | 0.1 | $401k | -20% | 1.3k | 315.86 | |
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $378k | +3% | 8.0k | 47.47 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $375k | +3% | 4.2k | 89.99 | |
| UnitedHealth (UNH) | 0.1 | $348k | -16% | 657.00 | 529.80 | |
| Dimensional Etf Trust Us Sustainabilty | 0.1 | $344k | NEW | 14k | 24.93 | |
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $329k | +214285% | 15k | 21.95 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $316k | 2.7k | 116.39 | ||
| First Solar (FSLR) | 0.1 | $312k | 2.1k | 149.79 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $310k | 6.0k | 51.72 | ||
| Boeing Company (BA) | 0.1 | $309k | 1.6k | 190.49 | ||
| Caterpillar (CAT) | 0.1 | $304k | -3% | 1.3k | 239.56 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $302k | -29% | 2.3k | 134.12 | |
| Nike CL B (NKE) | 0.1 | $287k | -8% | 2.5k | 117.01 | |
| Kroger (KR) | 0.1 | $262k | 5.9k | 44.58 | ||
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $261k | -31% | 8.9k | 29.38 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $256k | -37% | 1.6k | 158.80 | |
| Abbvie (ABBV) | 0.1 | $255k | +2% | 1.6k | 161.64 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $250k | 5.7k | 43.95 | ||
| Illinois Tool Works (ITW) | 0.1 | $245k | 1.1k | 220.30 | ||
| Yum China Holdings (YUMC) | 0.1 | $239k | 4.4k | 54.65 | ||
| Citigroup Com New (C) | 0.1 | $231k | 5.1k | 45.23 | ||
| W.W. Grainger (GWW) | 0.1 | $230k | -13% | 413.00 | 556.25 | |
| Abbott Laboratories (ABT) | 0.1 | $219k | -3% | 2.0k | 109.79 | |
| Masco Corporation (MAS) | 0.1 | $198k | 4.2k | 46.67 | ||
| Pfizer (PFE) | 0.1 | $193k | +2% | 3.8k | 51.24 | |
| FTI Consulting (FCN) | 0.1 | $192k | 1.2k | 158.80 | ||
| At&t (T) | 0.1 | $185k | +19% | 10k | 18.41 | |
| Coca-Cola Company (KO) | 0.1 | $185k | +3% | 2.9k | 63.61 | |
| Walt Disney Company (DIS) | 0.1 | $185k | -13% | 2.1k | 86.88 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $184k | 1.1k | 174.36 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $180k | -7% | 676.00 | 266.84 | |
| Cisco Systems (CSCO) | 0.1 | $180k | +19% | 3.8k | 47.64 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $179k | +2% | 531.00 | 336.53 | |
| Sherwin-Williams Company (SHW) | 0.1 | $173k | +517% | 729.00 | 237.33 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $171k | -49% | 5.3k | 32.21 | |
| Stryker Corporation (SYK) | 0.0 | $164k | 671.00 | 244.49 | ||
| Veeva Sys Cl A Com (VEEV) | 0.0 | $164k | 1.0k | 161.38 | ||
| Vanguard World Fds Energy Etf (VDE) | 0.0 | $163k | 1.3k | 121.28 | ||
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $161k | -42% | 3.0k | 53.44 | |
| Verizon Communications (VZ) | 0.0 | $160k | +46% | 4.1k | 39.40 | |
| Chevron Corporation (CVX) | 0.0 | $159k | -36% | 886.00 | 179.35 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $157k | -50% | 2.1k | 75.28 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $157k | 1.0k | 151.85 | ||
| Sb Financial (SBFG) | 0.0 | $147k | -16% | 8.8k | 16.76 | |
| Deere & Company (DE) | 0.0 | $146k | +3% | 341.00 | 428.76 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $143k | +7% | 3.2k | 44.81 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $140k | +33% | 6.8k | 20.49 | |
| Automatic Data Processing (ADP) | 0.0 | $139k | -17% | 581.00 | 238.86 | |
| Bank of America Corporation (BAC) | 0.0 | $138k | -18% | 4.2k | 33.12 | |
| Merck & Co (MRK) | 0.0 | $136k | +6% | 1.2k | 110.95 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.0 | $135k | 6.4k | 20.98 | ||
| Calix (CALX) | 0.0 | $128k | +18560% | 1.9k | 68.43 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $127k | 748.00 | 169.64 | ||
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $124k | -8% | 2.2k | 56.48 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $123k | -45% | 6.4k | 19.29 | |
| 3M Company (MMM) | 0.0 | $121k | +2% | 1.0k | 119.92 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $121k | 760.00 | 159.31 | ||
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $120k | -11% | 2.5k | 47.19 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $116k | 262.00 | 442.79 | ||
| AmerisourceBergen (ABC) | 0.0 | $116k | -19% | 697.00 | 165.71 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $114k | -47% | 1.1k | 102.81 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.0 | $113k | 4.7k | 24.24 | ||
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $112k | +2% | 2.7k | 41.97 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $107k | -44% | 405.00 | 264.96 | |
| Key (KEY) | 0.0 | $107k | 6.1k | 17.42 | ||
| Dt Midstream Common Stock (DTM) | 0.0 | $102k | 1.8k | 55.26 | ||
| Fifth Third Ban (FITB) | 0.0 | $100k | -33% | 3.1k | 32.81 | |
| Netflix (NFLX) | 0.0 | $99k | +469% | 336.00 | 294.49 | |
| First Fndtn (FFWM) | 0.0 | $97k | -51% | 6.7k | 14.33 | |
| Dex (DXCM) | 0.0 | $92k | +40400% | 810.00 | 113.24 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $91k | -17% | 2.3k | 40.51 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $90k | NEW | 854.00 | 105.52 | |
| Proshares Tr Ulsh 20yrtre New (TTT) | 0.0 | $89k | 1.2k | 77.03 | ||
| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $88k | -5% | 4.4k | 19.87 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $86k | -60% | 1.8k | 46.70 | |
| ConocoPhillips (COP) | 0.0 | $82k | +2% | 696.00 | 118.04 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $82k | 759.00 | 108.21 | ||
| United Parcel Service CL B (UPS) | 0.0 | $82k | -48% | 472.00 | 173.84 | |
| Intercontinental Exchange (ICE) | 0.0 | $82k | 796.00 | 102.59 | ||
| Iron Mountain (IRM) | 0.0 | $80k | 1.6k | 49.85 | ||
| Paypal Holdings (PYPL) | 0.0 | $79k | -12% | 1.1k | 71.19 | |
| Welltower Inc Com reit (WELL) | 0.0 | $77k | 1.2k | 65.55 | ||
| Pinterest Cl A (PINS) | 0.0 | $77k | 3.2k | 24.28 | ||
| Walgreen Boots Alliance (WBA) | 0.0 | $75k | 2.0k | 37.36 | ||
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.0 | $73k | 1.7k | 41.58 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $71k | 933.00 | 75.54 | ||
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $69k | -47% | 1.5k | 47.43 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.0 | $67k | 1.3k | 50.21 | ||
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $66k | 2.7k | 24.77 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $66k | NEW | 1.0k | 66.02 | |
| Match Group (MTCH) | 0.0 | $66k | +13150% | 1.6k | 41.49 | |
| Intel Corporation (INTC) | 0.0 | $66k | +2% | 2.5k | 26.43 | |
| Wells Fargo & Company (WFC) | 0.0 | $65k | +6% | 1.6k | 41.29 | |
| Bristol Myers Squibb (BMY) | 0.0 | $64k | +13% | 893.00 | 71.95 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $64k | +120% | 3.2k | 20.14 | |
| American Water Works (AWK) | 0.0 | $63k | 411.00 | 152.42 | ||
| Cheniere Energy Com New (LNG) | 0.0 | $61k | +4% | 408.00 | 149.97 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $61k | -41% | 1.2k | 51.79 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $59k | +104% | 3.1k | 18.93 | |
| Linde SHS (LIN) | 0.0 | $57k | -24% | 176.00 | 326.18 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $57k | -22% | 212.00 | 266.39 | |
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $55k | 1.4k | 40.97 | ||
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $52k | -6% | 1.6k | 31.47 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $52k | 600.00 | 86.19 | ||
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $52k | 4.5k | 11.37 | ||
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.0 | $51k | +149% | 1.1k | 47.81 | |
| Wal-Mart Stores (WMT) | 0.0 | $50k | +17% | 356.00 | 141.52 | |
| Humana (HUM) | 0.0 | $49k | +1257% | 95.00 | 512.19 | |
| General Mills (GIS) | 0.0 | $48k | 575.00 | 83.85 | ||
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $48k | 1.0k | 46.62 | ||
| Ford Motor Company (F) | 0.0 | $48k | -36% | 4.1k | 11.63 | |
| Shopify Cl A (SHOP) | 0.0 | $47k | 1.4k | 34.71 | ||
| Lowe's Companies (LOW) | 0.0 | $45k | 227.00 | 199.34 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $44k | 353.00 | 124.44 | ||
| Axon Enterprise (AXON) | 0.0 | $43k | 258.00 | 165.93 | ||
| General Dynamics Corporation (GD) | 0.0 | $42k | -51% | 170.00 | 248.11 | |
| Becton, Dickinson and (BDX) | 0.0 | $42k | +2% | 165.00 | 254.30 | |
| FirstEnergy (FE) | 0.0 | $42k | +22% | 993.00 | 41.94 | |
| AFLAC Incorporated (AFL) | 0.0 | $41k | -48% | 572.00 | 71.94 | |
| Goldman Sachs (GS) | 0.0 | $40k | +4% | 116.00 | 343.96 | |
| Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $40k | 3.8k | 10.39 | ||
| Fs Kkr Capital Corp (FSK) | 0.0 | $39k | 2.2k | 17.50 | ||
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.0 | $39k | 1.8k | 22.11 | ||
| Dentsply Sirona (XRAY) | 0.0 | $39k | 1.2k | 31.84 | ||
| MetLife (MET) | 0.0 | $38k | +2% | 529.00 | 72.37 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $38k | +54% | 1.1k | 34.97 | |
| Wp Carey (WPC) | 0.0 | $37k | 470.00 | 78.15 | ||
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $37k | 737.00 | 49.49 | ||
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $36k | 2.0k | 17.77 | ||
| Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) | 0.0 | $35k | 1.7k | 19.93 | ||
| Jack Henry & Associates (JKHY) | 0.0 | $34k | -40% | 196.00 | 175.56 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.0 | $34k | 1.5k | 22.51 | ||
| Texas Instruments Incorporated (TXN) | 0.0 | $34k | +16% | 203.00 | 165.22 | |
| Kkr & Co (KKR) | 0.0 | $33k | +42% | 719.00 | 46.42 | |
| Travelers Companies (TRV) | 0.0 | $33k | +13% | 177.00 | 187.49 | |
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $33k | 1.5k | 21.37 | ||
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $32k | +248% | 1.5k | 21.15 | |
| Morgan Stanley Com New (MS) | 0.0 | $32k | +10% | 379.00 | 85.02 | |
| Emerson Electric (EMR) | 0.0 | $32k | -41% | 334.00 | 96.06 | |
| Paychex (PAYX) | 0.0 | $32k | -55% | 273.00 | 115.56 | |
| Bhp Group Sponsored Ads (BHP) | 0.0 | $31k | 500.00 | 62.05 | ||
| Tilray Brands Com Cl 2 (TLRY) | 0.0 | $31k | 12k | 2.69 | ||
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $30k | 332.00 | 91.31 | ||
| Nextera Energy (NEE) | 0.0 | $30k | -57% | 359.00 | 83.60 | |
| Siren Etf Tr Nsd Nxgn Eco Etf (BLCN) | 0.0 | $30k | 1.5k | 20.30 | ||
| FedEx Corporation (FDX) | 0.0 | $30k | -55% | 163.00 | 181.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $30k | +61% | 102.00 | 288.78 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $29k | 1.5k | 19.62 | ||
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $29k | -53% | 606.00 | 48.24 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $29k | 646.00 | 45.15 | ||
| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.0 | $28k | 1.4k | 20.68 | ||
| Analog Devices (ADI) | 0.0 | $28k | -53% | 172.00 | 164.03 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $28k | -74% | 81.00 | 347.74 | |
| Monday SHS (MNDY) | 0.0 | $28k | 229.00 | 122.00 | ||
| V.F. Corporation (VFC) | 0.0 | $28k | +50% | 1.0k | 27.61 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $27k | 1.4k | 19.00 | ||
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $27k | 173.00 | 155.15 | ||
| Cardinal Health (CAH) | 0.0 | $27k | +888% | 346.00 | 76.87 | |
| McKesson Corporation (MCK) | 0.0 | $26k | +7% | 70.00 | 375.11 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $26k | -42% | 671.00 | 38.98 | |
| Phillips 66 (PSX) | 0.0 | $26k | +6% | 249.00 | 104.08 | |
| FactSet Research Systems (FDS) | 0.0 | $25k | -52% | 62.00 | 401.21 | |
| Dupont De Nemours (DD) | 0.0 | $25k | +4% | 361.00 | 68.63 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $25k | 712.00 | 34.59 | ||
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $25k | 663.00 | 36.97 | ||
| Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) | 0.0 | $25k | 475.00 | 51.58 | ||
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.0 | $25k | 1.6k | 15.12 | ||
| CVS Caremark Corporation (CVS) | 0.0 | $24k | +12% | 262.00 | 93.19 | |
| Annaly Capital Management In Com New (NLY) | 0.0 | $24k | -4% | 1.2k | 21.08 | |
| Albemarle Corporation (ALB) | 0.0 | $24k | +4% | 111.00 | 216.86 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $24k | +3% | 322.00 | 74.19 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $24k | 95.00 | 248.05 | ||
| Kinder Morgan (KMI) | 0.0 | $23k | -9% | 1.3k | 18.08 | |
| Vmware Cl A Com (VMW) | 0.0 | $23k | -2% | 186.00 | 122.76 | |
| Corteva (CTVA) | 0.0 | $23k | +6% | 385.00 | 58.78 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $22k | 300.00 | 74.51 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $22k | 325.00 | 67.45 | ||
| PNC Financial Services (PNC) | 0.0 | $22k | -2% | 138.00 | 157.94 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $22k | +9% | 659.00 | 32.84 | |
| Dow (DOW) | 0.0 | $22k | +13% | 429.00 | 50.39 | |
| Fastenal Company (FAST) | 0.0 | $21k | +3% | 452.00 | 47.36 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $21k | 67.00 | 319.40 | ||
| Scorpio Tankers SHS (STNG) | 0.0 | $21k | +4311% | 397.00 | 53.73 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $21k | -75% | 215.00 | 96.99 | |
| General Motors Company (GM) | 0.0 | $20k | +3% | 593.00 | 33.64 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $19k | 188.00 | 102.99 | ||
| Draftkings Com Cl A (DKNG) | 0.0 | $19k | 1.7k | 11.39 | ||
| Western Asset Hgh Yld Dfnd (HYI) | 0.0 | $19k | 1.5k | 12.48 | ||
| RBB Motley Fool Gbl (TMFG) | 0.0 | $19k | NEW | 834.00 | 22.89 | |
| Meta Platforms Cl A (META) | 0.0 | $19k | -63% | 159.00 | 120.04 | |
| Colgate-Palmolive Company (CL) | 0.0 | $19k | +5% | 238.00 | 78.79 | |
| Hanesbrands (HBI) | 0.0 | $19k | 2.9k | 6.36 | ||
| Medtronic SHS (MDT) | 0.0 | $19k | -55% | 241.00 | 77.72 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $19k | +5% | 117.00 | 158.03 | |
| Dell Technologies CL C (DELL) | 0.0 | $18k | 445.00 | 40.22 | ||
| International Business Machines (IBM) | 0.0 | $18k | +28% | 127.00 | 140.89 | |
| Concentrix Corp (CNXC) | 0.0 | $18k | 132.00 | 133.16 | ||
| Ishares Tr Global Reit Etf (REET) | 0.0 | $17k | -68% | 767.00 | 22.71 | |
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $17k | 1.6k | 10.10 | ||
| Oracle Corporation (ORCL) | 0.0 | $16k | -61% | 200.00 | 81.74 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $16k | +476% | 121.00 | 131.29 | |
| Penn National Gaming (PENN) | 0.0 | $16k | -45% | 531.00 | 29.70 | |
| Suncor Energy (SU) | 0.0 | $16k | 490.00 | 31.73 | ||
Past Filings by SJS Investment Consulting
SEC 13F filings are viewable for SJS Investment Consulting going back to 2021
- 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