Toroso Investments
Latest statistics and disclosures from Toroso Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, GLDM, AAPL, VWO, MSFT, and represent 17.23% of Toroso Investments's stock portfolio.
- Added to shares of these 10 stocks: TSLA (+$23M), SPTL (+$17M), VGLT (+$14M), EDV (+$14M), VTI (+$14M), GDX (+$9.7M), QQQ (+$9.7M), AMZN (+$9.5M), XLY (+$9.0M), CLSK (+$8.9M).
- Started 310 new stock positions in KERN, BKI, IVCPW, CCJ, IDEX, ASX, NTNX, UFPI, VIR, MTCH.
- Reduced shares in these 10 stocks: SCHO (-$33M), BIL (-$23M), PDD (-$13M), MELI (-$13M), , , VGIT (-$6.4M), SE (-$6.4M), ACN (-$5.7M), SI (-$5.6M).
- Sold out of its positions in API, AIZ, ADRTW, ACB, AGR, BDN, BRKH, ENOV, CIG, TCS.
- Toroso Investments was a net buyer of stock by $240M.
- Toroso Investments has $3.1B in assets under management (AUM), dropping by 17.34%.
- Central Index Key (CIK): 0001600064
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Portfolio Holdings for Toroso Investments
Toroso Investments holds 1305 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Toroso Investments has 1305 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Toroso Investments March 31, 2023 positions
- Download the Toroso Investments March 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.6 | $141M | +11% | 689k | 204.10 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 4.1 | $126M | 3.2M | 39.11 |
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| Apple (AAPL) | 3.1 | $95M | +9% | 576k | 164.95 |
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| Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) | 3.0 | $91M | +7% | 2.3M | 40.40 |
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| Microsoft Corporation (MSFT) | 2.4 | $73M | +8% | 254k | 288.33 |
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| Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA) | 2.0 | $60M | +4% | 1.3M | 45.16 |
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| Tesla Motors (TSLA) | 1.9 | $59M | +62% | 285k | 207.46 |
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| Amazon (AMZN) | 1.7 | $51M | +22% | 318k | 159.38 |
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| Exxon Mobil Corporation (XOM) | 1.3 | $39M | +7% | 351k | 109.65 |
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| NVIDIA Corporation (NVDA) | 1.0 | $30M | +14% | 109k | 277.77 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $30M | +7% | 291k | 103.73 |
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| Microstrategy Cl A New (MSTR) | 0.8 | $26M | -7% | 88k | 292.11 |
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| Riot Blockchain (RIOT) | 0.8 | $26M | +13% | 2.6M | 9.99 |
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| Bhp Group Sponsored Ads (BHP) | 0.8 | $24M | -4% | 375k | 63.41 |
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Setup an alertToroso Investments will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
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| Chevron Corporation (CVX) | 0.8 | $23M | +9% | 142k | 164.00 |
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| Cme (CME) | 0.7 | $21M | +2% | 111k | 191.56 |
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| Coinbase Global Com Cl A (COIN) | 0.7 | $21M | -11% | 313k | 67.60 |
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| Meta Platforms Cl A (META) | 0.7 | $21M | +14% | 98k | 211.94 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $21M | -21% | 73k | 285.84 |
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| International Business Machines (IBM) | 0.7 | $20M | -3% | 153k | 131.10 |
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| Visa Com Cl A (V) | 0.6 | $19M | +3% | 84k | 225.49 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $18M | +16% | 50k | 363.41 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.6 | $18M | +18% | 354k | 50.43 |
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| Johnson & Johnson (JNJ) | 0.6 | $18M | +9% | 114k | 155.01 |
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| Cisco Systems (CSCO) | 0.6 | $18M | +9% | 336k | 52.28 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.5 | $17M | NEW | 533k | 30.88 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $16M | +8% | 158k | 104.00 |
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| Overstock (OSTK) | 0.5 | $16M | 796k | 20.27 |
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| Block Cl A (SQ) | 0.5 | $16M | 234k | 68.64 |
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| Marathon Digital Holdings In (MARA) | 0.5 | $15M | +59% | 1.7M | 8.72 |
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| Pfizer (PFE) | 0.5 | $14M | +18% | 350k | 40.80 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.5 | $14M | NEW | 215k | 65.54 |
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| Vanguard World Extended Dur (EDV) | 0.5 | $14M | NEW | 155k | 90.54 |
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| Advanced Micro Devices (AMD) | 0.5 | $14M | +15% | 143k | 98.01 |
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| Deere & Company (DE) | 0.5 | $14M | +5% | 33k | 412.87 |
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| Broadcom (AVGO) | 0.4 | $13M | +39% | 21k | 641.55 |
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| Paypal Holdings (PYPL) | 0.4 | $13M | +10% | 170k | 75.93 |
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| Berkshire Hathaway Inc Class B Cl B New (BRK.B) | 0.4 | $13M | +2% | 41k | 308.89 |
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| ConocoPhillips (COP) | 0.4 | $12M | -2% | 124k | 99.21 |
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| Merck & Co (MRK) | 0.4 | $12M | -3% | 113k | 106.39 |
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| WisdomTree Investments (WT) | 0.4 | $12M | 2.0M | 5.86 |
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| Rio Tinto Sponsored Adr (RIO) | 0.4 | $12M | +6% | 170k | 68.59 |
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| Oracle Corporation (ORCL) | 0.4 | $11M | +14% | 123k | 92.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $11M | +606% | 35k | 320.94 |
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| Prologis (PLD) | 0.4 | $11M | +7% | 89k | 124.77 |
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| Coca-Cola Company (KO) | 0.4 | $11M | -9% | 174k | 62.04 |
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| Customers Ban (CUBI) | 0.3 | $11M | +74% | 573k | 18.52 |
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| Abbvie (ABBV) | 0.3 | $11M | -13% | 66k | 159.38 |
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| At&t (T) | 0.3 | $11M | 546k | 19.25 |
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| Procter & Gamble Company (PG) | 0.3 | $10M | +11% | 70k | 148.33 |
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| Roblox Corp Cl A (RBLX) | 0.3 | $9.8M | 218k | 45.00 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $9.7M | NEW | 300k | 32.35 |
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| Amgen (AMGN) | 0.3 | $9.6M | +24% | 40k | 241.75 |
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| United Parcel Service CL B (UPS) | 0.3 | $9.6M | +24% | 49k | 194.00 |
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| Comcast Corp Class A Cl A (CMCSA) | 0.3 | $9.5M | +3% | 274k | 34.72 |
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| Hive Blockchain Technlgies L Com New (HIVE) | 0.3 | $9.5M | +36% | 2.9M | 3.29 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $9.3M | +2498% | 62k | 149.53 |
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| Cleanspark Com New (CLSK) | 0.3 | $8.9M | +31612% | 3.2M | 2.78 |
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| Danaher Corporation (DHR) | 0.3 | $8.8M | +8% | 35k | 252.04 |
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| Public Storage (PSA) | 0.3 | $8.7M | +16% | 29k | 302.14 |
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| Activision Blizzard (ATVI) | 0.3 | $8.7M | +8% | 102k | 85.59 |
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| salesforce (CRM) | 0.3 | $8.7M | +31% | 43k | 199.77 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $8.4M | +10% | 91k | 92.09 |
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| Pepsi (PEP) | 0.3 | $8.3M | +4% | 45k | 186.67 |
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| Crown Castle Intl (CCI) | 0.3 | $8.2M | +28% | 62k | 133.84 |
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| Equinix (EQIX) | 0.3 | $8.1M | +21% | 11k | 721.00 |
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| Composecure Com Cl A (CMPO) | 0.3 | $8.1M | 1.1M | 7.36 |
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| Wal-Mart Stores (WMT) | 0.3 | $7.9M | -21% | 56k | 140.00 |
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| TJX Companies (TJX) | 0.3 | $7.9M | +17% | 101k | 78.36 |
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| Waste Management (WM) | 0.3 | $7.9M | +120% | 48k | 163.16 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $7.7M | +40% | 20k | 385.37 |
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| Costco Wholesale Corporation (COST) | 0.2 | $7.6M | 15k | 496.86 |
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| Booking Holdings (BKNG) | 0.2 | $7.6M | 2.9k | 2652.52 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $7.5M | +10% | 150k | 50.27 |
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| Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) | 0.2 | $7.5M | +6% | 81k | 92.99 |
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| UnitedHealth (UNH) | 0.2 | $7.4M | +8% | 16k | 472.60 |
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| Eli Lilly & Co. (LLY) | 0.2 | $7.4M | +12% | 22k | 343.44 |
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| EOG Resources (EOG) | 0.2 | $7.4M | +11% | 65k | 114.62 |
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| Home Depot (HD) | 0.2 | $7.3M | +7% | 25k | 295.11 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $7.2M | +47% | 1.5M | 4.76 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $7.0M | -6% | 134k | 52.39 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $6.9M | -7% | 53k | 129.73 |
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| Pioneer Natural Resources (PXD) | 0.2 | $6.9M | +10% | 34k | 204.24 |
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| New York Community Ban (NYCB) | 0.2 | $6.8M | -2% | 752k | 9.04 |
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| Verizon Communications (VZ) | 0.2 | $6.8M | -16% | 175k | 38.83 |
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| Newmont Mining Corporation (NEM) | 0.2 | $6.7M | +5% | 136k | 49.02 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $6.6M | +5% | 36k | 183.22 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $6.3M | +4% | 154k | 40.91 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $6.3M | +2% | 34k | 186.02 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $6.3M | +3% | 105k | 59.51 |
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| Walt Disney Company (DIS) | 0.2 | $6.2M | +9% | 62k | 100.12 |
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| Gilead Sciences (GILD) | 0.2 | $6.1M | +5% | 74k | 82.97 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $6.0M | +22% | 53k | 114.20 |
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| Medtronic SHS (MDT) | 0.2 | $5.9M | +11% | 74k | 80.61 |
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| CVS Caremark Corporation (CVS) | 0.2 | $5.9M | +12% | 80k | 74.31 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $5.9M | +1530% | 78k | 75.27 |
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| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.2 | $5.8M | +7% | 144k | 40.25 |
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| Motorola Solutions Com New (MSI) | 0.2 | $5.8M | -10% | 20k | 286.15 |
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| Shell Spon Ads (SHEL) | 0.2 | $5.7M | +15% | 100k | 57.54 |
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| Abbott Laboratories (ABT) | 0.2 | $5.7M | +9% | 57k | 101.26 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $5.7M | +29% | 27k | 210.90 |
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| Southern Copper Corporation (SCCO) | 0.2 | $5.7M | -7% | 75k | 76.25 |
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| Starbucks Corporation (SBUX) | 0.2 | $5.7M | +6% | 55k | 104.13 |
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| 4068594 Enphase Energy (ENPH) | 0.2 | $5.6M | +95% | 27k | 210.26 |
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| Vale S A Sponsored Ads (VALE) | 0.2 | $5.6M | 356k | 15.78 |
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| Netflix (NFLX) | 0.2 | $5.6M | +26% | 16k | 345.47 |
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| Bunge (BG) | 0.2 | $5.5M | +11% | 58k | 95.52 |
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| Union Pacific Corporation (UNP) | 0.2 | $5.5M | +9% | 27k | 201.24 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $5.4M | -28% | 17k | 315.05 |
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| S&p Global (SPGI) | 0.2 | $5.4M | +5% | 16k | 344.76 |
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| Vanguard Mortgage-Backed Secs ETF Mtg-bkd Secs Etf (VMBS) | 0.2 | $5.4M | +39% | 116k | 46.57 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $5.3M | +2% | 9.3k | 576.38 |
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| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.2 | $5.3M | +14% | 55k | 95.40 |
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| Intercontinental Exchange (ICE) | 0.2 | $5.3M | +4% | 50k | 104.29 |
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| Nike CL B (NKE) | 0.2 | $5.2M | -37% | 42k | 122.64 |
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| stock (SPLK) | 0.2 | $5.2M | 54k | 95.81 |
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| Moderna (MRNA) | 0.2 | $5.2M | +9% | 34k | 153.57 |
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| Domino's Pizza (DPZ) | 0.2 | $5.1M | +57% | 16k | 329.81 |
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| Zimmer Holdings (ZBH) | 0.2 | $5.1M | 41k | 125.00 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $5.1M | +11% | 86k | 59.05 |
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| Corteva (CTVA) | 0.2 | $5.0M | +4% | 83k | 60.31 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $5.0M | NEW | 50k | 99.40 |
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| Altria (MO) | 0.2 | $5.0M | +13% | 112k | 44.62 |
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| Air Products & Chemicals (APD) | 0.2 | $5.0M | 17k | 287.22 |
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| Valero Energy Corporation (VLO) | 0.2 | $4.9M | +11% | 35k | 139.59 |
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| Canaan Sponsored Ads (CAN) | 0.2 | $4.9M | 1.8M | 2.70 |
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| Carrier Global Corporation (CARR) | 0.2 | $4.9M | -6% | 107k | 45.75 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.2 | $4.8M | +3% | 60k | 81.04 |
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| SPDR S&P 500 Fossil Fuel Rsrv Free ETF Spdr S&p 500 Etf (SPYX) | 0.2 | $4.7M | +306% | 141k | 33.24 |
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| General Mills (GIS) | 0.2 | $4.7M | +10% | 55k | 85.46 |
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| Fidelity National Information Services (FIS) | 0.2 | $4.6M | +27% | 85k | 54.34 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $4.6M | +2% | 74k | 62.42 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $4.5M | +19% | 151k | 30.13 |
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| Solaredge Technologies (SEDG) | 0.1 | $4.5M | 15k | 303.91 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $4.5M | -33% | 5.5k | 821.67 |
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| Applied Materials (AMAT) | 0.1 | $4.5M | 37k | 122.83 |
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| Nucor Corporation (NUE) | 0.1 | $4.5M | +17% | 29k | 154.45 |
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| Automatic Data Processing (ADP) | 0.1 | $4.4M | +7% | 20k | 222.63 |
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| Bank of America Corporation (BAC) | 0.1 | $4.3M | +27% | 151k | 28.60 |
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| Servicenow (NOW) | 0.1 | $4.3M | +5% | 9.3k | 464.68 |
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| Caterpillar (CAT) | 0.1 | $4.3M | +159% | 19k | 228.85 |
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| Intel Corporation (INTC) | 0.1 | $4.3M | -49% | 131k | 32.67 |
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| Keurig Dr Pepper (KDP) | 0.1 | $4.3M | +33% | 121k | 35.28 |
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| American Water Works (AWK) | 0.1 | $4.3M | 29k | 146.47 |
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| Potlatch Corporation (PCH) | 0.1 | $4.3M | +26% | 86k | 49.50 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $4.2M | +37% | 17k | 255.50 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $4.1M | +39% | 55k | 76.05 |
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| Exchange Listed Fds Tr Saba Int Rate (CEFS) | 0.1 | $4.1M | -17% | 226k | 18.25 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $4.1M | +16% | 30k | 134.83 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $4.1M | 421k | 9.71 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $4.1M | +29% | 68k | 60.00 |
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| Boeing Company (BA) | 0.1 | $4.1M | -34% | 19k | 212.45 |
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| Honeywell International (HON) | 0.1 | $4.0M | +85% | 21k | 191.14 |
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| Albemarle Corporation (ALB) | 0.1 | $3.9M | 18k | 221.01 |
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| Gra (GGG) | 0.1 | $3.9M | +15% | 54k | 73.02 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $3.9M | NEW | 47k | 82.03 |
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| AvalonBay Communities (AVB) | 0.1 | $3.9M | +18% | 23k | 168.07 |
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| Philip Morris International (PM) | 0.1 | $3.9M | +27% | 40k | 97.25 |
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| Ea Series Trust Us Quan Value (QVAL) | 0.1 | $3.8M | -4% | 112k | 33.83 |
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| Hershey Company (HSY) | 0.1 | $3.7M | +5% | 15k | 254.38 |
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| Qualcomm (QCOM) | 0.1 | $3.7M | -49% | 29k | 127.58 |
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| PG&E Corporation (PCG) | 0.1 | $3.7M | -26% | 231k | 16.17 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $3.7M | -8% | 7.9k | 472.74 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $3.7M | +28% | 40k | 92.31 |
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| CF Industries Holdings (CF) | 0.1 | $3.7M | +80% | 51k | 72.49 |
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| CSX Corporation (CSX) | 0.1 | $3.7M | +13% | 124k | 29.94 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $3.7M | +3% | 136k | 26.88 |
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| Charter Communications Inc N Cl A (CHTR) | 0.1 | $3.6M | +19% | 10k | 357.64 |
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| General Electric Com New (GE) | 0.1 | $3.6M | -32% | 38k | 95.24 |
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| Bristol Myers Squibb (BMY) | 0.1 | $3.6M | -20% | 52k | 69.31 |
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| Ingersoll Rand (IR) | 0.1 | $3.6M | +11% | 62k | 58.17 |
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| Packaging Corporation of America (PKG) | 0.1 | $3.6M | +8% | 26k | 138.82 |
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| BP Sponsored Adr (BP) | 0.1 | $3.5M | +8% | 93k | 37.94 |
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| Nextera Energy (NEE) | 0.1 | $3.5M | -8% | 45k | 77.07 |
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| Amplify Etf Tr Inflation Fighte (IWIN) | 0.1 | $3.5M | +40% | 157k | 22.16 |
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| Micron Technology (MU) | 0.1 | $3.5M | -4% | 58k | 60.34 |
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| Mueller Industries (MLI) | 0.1 | $3.5M | NEW | 47k | 73.47 |
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| Hca Holdings (HCA) | 0.1 | $3.4M | +90% | 13k | 263.69 |
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| McDonald's Corporation (MCD) | 0.1 | $3.4M | -30% | 12k | 279.57 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $3.4M | -4% | 47k | 71.98 |
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| Lam Research Corporation (LRCX) | 0.1 | $3.3M | +6% | 6.3k | 530.07 |
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| Boston Scientific Corporation (BSX) | 0.1 | $3.3M | +7% | 67k | 50.03 |
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| Old Republic International Corporation (ORI) | 0.1 | $3.3M | -9% | 134k | 24.97 |
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| Mid-America Apartment (MAA) | 0.1 | $3.3M | +27% | 22k | 151.03 |
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| Analog Devices (ADI) | 0.1 | $3.3M | +8% | 17k | 197.24 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $3.3M | +66% | 8.1k | 409.32 |
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| 3M Company (MMM) | 0.1 | $3.3M | +19% | 30k | 108.11 |
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| AFLAC Incorporated (AFL) | 0.1 | $3.2M | +5% | 50k | 64.53 |
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| United Rentals (URI) | 0.1 | $3.2M | -13% | 8.1k | 395.72 |
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| Interpublic Group of Companies (IPG) | 0.1 | $3.2M | +17% | 86k | 37.24 |
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| Vail Resorts (MTN) | 0.1 | $3.1M | 13k | 233.69 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $3.1M | +48% | 29k | 104.85 |
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| Electronic Arts (EA) | 0.1 | $3.1M | +12% | 25k | 120.43 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $3.1M | +45% | 14k | 223.98 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $3.0M | +54% | 18k | 166.54 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $3.0M | +256% | 5.5k | 545.67 |
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| Autodesk (ADSK) | 0.1 | $3.0M | +27% | 14k | 208.19 |
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| Marriott Intl Cl A (MAR) | 0.1 | $3.0M | -6% | 18k | 166.05 |
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| American Express Company (AXP) | 0.1 | $3.0M | +75% | 18k | 165.00 |
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| L3harris Technologies (LHX) | 0.1 | $3.0M | +2% | 15k | 196.25 |
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| O'reilly Automotive (ORLY) | 0.1 | $2.9M | -30% | 3.5k | 848.90 |
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| First Solar (FSLR) | 0.1 | $2.9M | -24% | 14k | 217.49 |
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| Smucker J M Com New (SJM) | 0.1 | $2.9M | +16% | 19k | 157.37 |
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| Cigna Corp (CI) | 0.1 | $2.9M | -14% | 11k | 255.49 |
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| Li Auto Sponsored Ads (LI) | 0.1 | $2.9M | +7% | 116k | 24.93 |
|
| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.1 | $2.9M | +40% | 141k | 20.43 |
|
| NetApp (NTAP) | 0.1 | $2.9M | +30% | 45k | 63.84 |
|
| Mogo (MOGO) | 0.1 | $2.9M | 4.4M | 0.66 |
|
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.1 | $2.8M | +2% | 83k | 33.99 |
|
| Ecolab (ECL) | 0.1 | $2.8M | +2% | 17k | 165.52 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.8M | -6% | 40k | 69.72 |
|
| Hess (HES) | 0.1 | $2.8M | +16% | 21k | 132.33 |
|
| Phillips 66 (PSX) | 0.1 | $2.8M | +22% | 28k | 101.37 |
|
| Mosaic (MOS) | 0.1 | $2.8M | +19% | 61k | 45.89 |
|
| Equity Lifestyle Properties (ELS) | 0.1 | $2.8M | +52% | 42k | 67.12 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $2.8M | +180% | 34k | 82.15 |
|
| Capital One Financial (COF) | 0.1 | $2.8M | +20% | 29k | 96.17 |
|
| Progressive Corporation (PGR) | 0.1 | $2.8M | 19k | 143.08 |
|
|
| Lancaster Colony (LANC) | 0.1 | $2.7M | 14k | 202.88 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $2.7M | -25% | 19k | 144.82 |
|
| Fiserv (FISV) | 0.1 | $2.7M | +3% | 24k | 113.01 |
|
| JetBlue Airways Corporation (JBLU) | 0.1 | $2.7M | -4% | 373k | 7.28 |
|
| H&R Block (HRB) | 0.1 | $2.7M | -16% | 77k | 35.25 |
|
| Stryker Corporation (SYK) | 0.1 | $2.7M | 9.4k | 285.50 |
|
|
| Dow (DOW) | 0.1 | $2.6M | +19% | 48k | 54.81 |
|
| Eaton Corp SHS (ETN) | 0.1 | $2.6M | +7% | 15k | 171.37 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.6M | +10% | 27k | 97.92 |
|
| Kla Corp Com New (KLAC) | 0.1 | $2.6M | +38% | 6.5k | 399.11 |
|
| SPDR MSCI EAFE Fossil Fuel Free ETF Msci Eafe Fs Etf (EFAX) | 0.1 | $2.6M | +100% | 70k | 37.04 |
|
| Nutrien (NTR) | 0.1 | $2.6M | NEW | 35k | 73.86 |
|
| Linde SHS | 0.1 | $2.6M | NEW | 7.2k | 355.37 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $2.6M | +85% | 104k | 24.54 |
|
| Walgreen Boots Alliance (WBA) | 0.1 | $2.6M | +10% | 74k | 34.58 |
|
| Devon Energy Corporation (DVN) | 0.1 | $2.5M | -11% | 50k | 50.62 |
|
| Biogen Idec (BIIB) | 0.1 | $2.5M | +4% | 9.1k | 278.06 |
|
| Intuit (INTU) | 0.1 | $2.5M | +19% | 5.6k | 445.80 |
|
| Humana (HUM) | 0.1 | $2.5M | -39% | 5.2k | 485.55 |
|
| Palo Alto Networks (PANW) | 0.1 | $2.5M | +72% | 12k | 199.73 |
|
| Travelers Companies (TRV) | 0.1 | $2.5M | -10% | 14k | 171.44 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $2.5M | +63% | 41k | 59.64 |
|
| Norfolk Southern (NSC) | 0.1 | $2.4M | +16% | 12k | 212.02 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $2.4M | +5% | 86k | 28.43 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $2.4M | -3% | 26k | 93.90 |
|
| Microchip Technology (MCHP) | 0.1 | $2.4M | +44% | 29k | 83.78 |
|
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.1 | $2.4M | NEW | 96k | 25.37 |
|
| Unified Ser Tr Ballast Smlmd Cp (MGMT) | 0.1 | $2.4M | -3% | 73k | 33.37 |
|
| Kroger (KR) | 0.1 | $2.4M | +19% | 49k | 49.36 |
|
| Fmc Corp Com New (FMC) | 0.1 | $2.4M | +25% | 20k | 122.12 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.4M | +88% | 34k | 71.53 |
|
| Omni (OMC) | 0.1 | $2.4M | +21% | 25k | 94.36 |
|
Past Filings by Toroso Investments
SEC 13F filings are viewable for Toroso Investments going back to 2018
- Toroso Investments 2023 Q1 amended filed May 23, 2023
- Toroso Investments 2022 Q4 filed Feb. 15, 2023
- Toroso Investments 2022 Q3 filed Nov. 23, 2022
- Toroso Investments 2022 Q2 filed Aug. 15, 2022
- Toroso Investments 2022 Q1 filed May 20, 2022
- Toroso Investments 2021 Q4 filed Feb. 16, 2022
- Toroso Investments 2021 Q3 filed Nov. 15, 2021
- Toroso Investments 2021 Q2 filed Aug. 13, 2021
- Toroso Investments 2021 Q1 filed May 17, 2021
- Toroso Investments 2020 Q4 filed Feb. 16, 2021
- Toroso Investments 2020 Q3 filed Nov. 16, 2020
- Toroso Investments 2020 Q2 filed Aug. 17, 2020
- Toroso Investments 2020 Q1 filed May 8, 2020
- Toroso Investments 2019 Q4 filed Feb. 14, 2020
- Toroso Investments 2019 Q3 filed Nov. 14, 2019
- Toroso Investments 2019 Q2 filed Aug. 15, 2019