$318 Million is the total value of WRAPMANAGER INC's 271 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 12.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPIB | Sell | SPDR SERIES TRUSTportfolio intrmd | $17,278,000 | -0.4% | 489,327 | -0.5% | 5.43% | -5.1% |
SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $9,560,000 | +1.0% | 254,325 | -7.9% | 3.00% | -3.8% |
SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $8,949,000 | -19.5% | 285,448 | -24.6% | 2.81% | -23.3% |
SPSB | Sell | SPDR SERIES TRUSTportfolio short | $7,009,000 | -1.8% | 227,272 | -1.7% | 2.20% | -6.4% |
UNH | Sell | UNITEDHEALTH GROUP INC | $2,991,000 | +27.6% | 10,175 | -5.7% | 0.94% | +21.6% |
IWD | Sell | ISHARES TRrus 1000 val etf | $2,957,000 | +2.5% | 21,665 | -3.7% | 0.93% | -2.3% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $2,890,000 | +3.5% | 16,430 | -6.1% | 0.91% | -1.4% |
CMCSA | Sell | COMCAST CORP NEWcl a | $2,623,000 | -6.3% | 58,328 | -6.1% | 0.82% | -10.7% |
AVGO | Sell | BROADCOM INC | $2,492,000 | +7.2% | 7,887 | -6.4% | 0.78% | +2.1% |
ADSK | Sell | AUTODESK INC | $2,348,000 | +16.4% | 12,801 | -6.2% | 0.74% | +11.0% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $2,052,000 | -3.8% | 9,969 | -9.7% | 0.64% | -8.4% |
FB | Sell | FACEBOOK INCcl a | $2,035,000 | +12.1% | 9,913 | -2.8% | 0.64% | +6.7% |
T | Sell | AT&T INC | $1,983,000 | +0.2% | 50,743 | -3.0% | 0.62% | -4.6% |
IJR | Sell | ISHARES TRcore s&p scp etf | $1,980,000 | +3.1% | 23,609 | -4.3% | 0.62% | -1.7% |
AGN | Sell | ALLERGAN PLC | $1,719,000 | +5.9% | 8,993 | -6.7% | 0.54% | +0.9% |
CVX | Sell | CHEVRON CORP NEW | $1,696,000 | -2.0% | 14,071 | -3.6% | 0.53% | -6.7% |
BIIB | Sell | BIOGEN INC | $1,687,000 | +19.6% | 5,687 | -6.1% | 0.53% | +14.0% |
GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $1,590,000 | +6.9% | 33,841 | -2.9% | 0.50% | +2.0% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,533,000 | -27.4% | 13,093 | -25.7% | 0.48% | -30.7% |
PM | Sell | PHILIP MORRIS INTL INC | $1,523,000 | +5.9% | 17,900 | -5.5% | 0.48% | +0.8% |
ABBV | Sell | ABBVIE INC | $1,523,000 | -3.0% | 17,205 | -17.0% | 0.48% | -7.7% |
STX | Sell | SEAGATE TECHNOLOGY PLC | $1,500,000 | +3.9% | 25,206 | -6.1% | 0.47% | -1.1% |
CM | Sell | CDN IMPERIAL BK COMM TORONTO | $1,465,000 | -5.1% | 17,611 | -5.8% | 0.46% | -9.6% |
VRTX | Sell | VERTEX PHARMACEUTICALS INC | $1,438,000 | +21.4% | 6,567 | -6.1% | 0.45% | +15.6% |
D | Sell | DOMINION ENERGY INC | $1,422,000 | -1.3% | 17,174 | -3.4% | 0.45% | -5.9% |
XOM | Sell | EXXON MOBIL CORP | $1,415,000 | -18.2% | 20,279 | -17.3% | 0.44% | -22.1% |
DUK | Sell | DUKE ENERGY CORP NEW | $1,385,000 | -8.8% | 15,185 | -4.1% | 0.44% | -13.2% |
TEL | Sell | TE CONNECTIVITY LTD | $1,367,000 | -3.5% | 14,264 | -6.1% | 0.43% | -8.1% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC | $1,357,000 | -9.5% | 6,858 | -4.6% | 0.43% | -13.9% |
BCE | Sell | BCE INC | $1,319,000 | -6.9% | 28,458 | -2.7% | 0.41% | -11.3% |
KO | Sell | COCA COLA CO | $1,292,000 | -22.7% | 23,349 | -23.9% | 0.41% | -26.3% |
BP | Sell | BP PLCsponsored adr | $1,200,000 | -22.3% | 31,799 | -21.7% | 0.38% | -25.9% |
GILD | Sell | GILEAD SCIENCES INC | $1,166,000 | -6.7% | 17,950 | -9.0% | 0.37% | -11.2% |
PPL | Sell | PPL CORP | $1,153,000 | +9.8% | 32,133 | -3.6% | 0.36% | +4.6% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,135,000 | -12.7% | 8,284 | -17.9% | 0.36% | -16.8% |
NGG | Sell | NATIONAL GRID PLCsponsored adr ne | $1,121,000 | +0.1% | 17,891 | -13.5% | 0.35% | -4.6% |
SO | Sell | SOUTHERN CO | $1,114,000 | -9.3% | 17,485 | -12.0% | 0.35% | -13.6% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $1,030,000 | +6.2% | 5,652 | -3.1% | 0.32% | +1.2% |
PEP | Sell | PEPSICO INC | $1,022,000 | -30.9% | 7,482 | -30.7% | 0.32% | -34.2% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,012,000 | +5.1% | 8,448 | -2.0% | 0.32% | 0.0% |
HBAN | Sell | HUNTINGTON BANCSHARES INC | $939,000 | +2.5% | 62,247 | -3.1% | 0.30% | -2.3% |
IONS | Sell | IONIS PHARMACEUTICALS INC | $896,000 | -5.3% | 14,828 | -6.1% | 0.28% | -9.9% |
SLYV | Sell | SPDR SERIES TRUSTs&p 600 smcp val | $879,000 | -18.5% | 13,377 | -24.0% | 0.28% | -22.5% |
WELL | Sell | WELLTOWER INC | $852,000 | -12.6% | 10,424 | -3.1% | 0.27% | -16.8% |
CTXS | Sell | CITRIX SYS INC | $814,000 | +8.4% | 7,343 | -5.7% | 0.26% | +3.2% |
SLYG | Sell | SPDR SERIES TRUSTs&p 600 smcp grw | $797,000 | -16.9% | 12,349 | -23.2% | 0.25% | -20.9% |
ENB | Sell | ENBRIDGE INC | $797,000 | +12.6% | 20,034 | -0.8% | 0.25% | +7.3% |
VTR | Sell | VENTAS INC | $791,000 | -39.8% | 13,703 | -23.9% | 0.25% | -42.7% |
FEYE | Sell | FIREEYE INC | $784,000 | +19.0% | 47,405 | -4.0% | 0.25% | +13.4% |
JCI | Sell | JOHNSON CTLS INTL PLC | $732,000 | -13.2% | 17,974 | -6.4% | 0.23% | -17.3% |
LYB | Sell | LYONDELLBASELL INDUSTRIES N | $698,000 | +5.1% | 7,384 | -0.5% | 0.22% | 0.0% |
RF | Sell | REGIONS FINL CORP NEW | $685,000 | +4.6% | 39,906 | -3.7% | 0.22% | -0.5% |
PYPL | Sell | PAYPAL HLDGS INC | $627,000 | -5.4% | 5,792 | -9.5% | 0.20% | -10.0% |
ACIW | Sell | ACI WORLDWIDE INC | $628,000 | -4.4% | 16,577 | -20.9% | 0.20% | -9.2% |
PFF | Sell | ISHARES TRpfd and incm sec | $596,000 | -32.1% | 15,858 | -32.2% | 0.19% | -35.5% |
MO | Sell | ALTRIA GROUP INC | $583,000 | +14.1% | 11,689 | -6.4% | 0.18% | +8.3% |
BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $573,000 | +7.7% | 13,503 | -6.4% | 0.18% | +2.9% |
OXY | Sell | OCCIDENTAL PETE CORP | $572,000 | -52.0% | 13,878 | -48.2% | 0.18% | -54.2% |
VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $565,000 | -25.6% | 29,212 | -23.3% | 0.18% | -29.2% |
IVZ | Sell | INVESCO LTD | $550,000 | -24.2% | 30,605 | -28.6% | 0.17% | -27.6% |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $546,000 | -18.0% | 5,879 | -17.7% | 0.17% | -21.8% |
RDSB | Sell | ROYAL DUTCH SHELL PLCspon adr b | $540,000 | -23.4% | 9,012 | -23.4% | 0.17% | -26.7% |
CTT | Sell | CATCHMARK TIMBER TR INCcl a | $539,000 | -22.8% | 46,966 | -28.2% | 0.17% | -26.5% |
IBMM | Sell | ISHARES TRibonds dec | $531,000 | -5.7% | 20,077 | -6.2% | 0.17% | -10.2% |
ASML | Sell | ASML HOLDING N V | $533,000 | +14.4% | 1,801 | -4.0% | 0.17% | +8.4% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $526,000 | -15.6% | 11,839 | -23.6% | 0.16% | -19.5% |
IBML | Sell | ISHARES TRibonds dec2023 | $526,000 | -5.9% | 20,382 | -6.1% | 0.16% | -10.3% |
IBMK | Sell | ISHARES TRibonds dec2022 | $522,000 | -6.1% | 19,943 | -6.2% | 0.16% | -10.4% |
HCSG | Sell | HEALTHCARE SVCS GRP INC | $517,000 | -19.3% | 21,254 | -19.4% | 0.16% | -23.2% |
IBMJ | Sell | ISHARES TRibonds dec2021 | $517,000 | -6.2% | 20,054 | -6.1% | 0.16% | -11.0% |
MDT | Sell | MEDTRONIC PLC | $515,000 | -1.5% | 4,543 | -5.7% | 0.16% | -5.8% |
RBA | Sell | RITCHIE BROS AUCTIONEERS | $512,000 | +4.3% | 11,927 | -3.0% | 0.16% | -0.6% |
THR | Sell | THERMON GROUP HLDGS INC | $484,000 | -0.4% | 18,063 | -14.7% | 0.15% | -5.0% |
HSTM | Sell | HEALTHSTREAM INC | $470,000 | -9.4% | 17,293 | -13.8% | 0.15% | -13.5% |
TWOU | Sell | 2U INC | $468,000 | +33.3% | 19,512 | -9.5% | 0.15% | +26.7% |
FCX | Sell | FREEPORT-MCMORAN INCcl b | $466,000 | +24.9% | 35,526 | -8.8% | 0.15% | +18.7% |
CRS | Sell | CARPENTER TECHNOLOGY CORP | $462,000 | -5.7% | 9,289 | -2.1% | 0.14% | -10.5% |
SNN | Sell | SMITH & NEPHEW PLCspdn adr new | $457,000 | -4.0% | 9,511 | -3.9% | 0.14% | -8.3% |
NUAN | Sell | NUANCE COMMUNICATIONS INC | $446,000 | +2.3% | 25,011 | -6.4% | 0.14% | -2.8% |
BLKB | Sell | BLACKBAUD INC | $444,000 | -14.3% | 5,577 | -2.7% | 0.14% | -18.7% |
TRP | Sell | TC ENERGY CORP | $439,000 | -0.9% | 8,244 | -3.7% | 0.14% | -5.5% |
KMB | Sell | KIMBERLY CLARK CORP | $433,000 | -7.1% | 3,146 | -4.1% | 0.14% | -11.7% |
O | Sell | REALTY INCOME CORP | $434,000 | -6.7% | 5,898 | -2.7% | 0.14% | -11.1% |
NEOG | Sell | NEOGEN CORP | $422,000 | -6.6% | 6,474 | -2.4% | 0.13% | -10.7% |
BLK | Sell | BLACKROCK INC | $421,000 | +6.3% | 838 | -5.7% | 0.13% | +0.8% |
EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $414,000 | +2.5% | 8,991 | -3.3% | 0.13% | -2.3% |
K | Sell | KELLOGG CO | $406,000 | +1.8% | 5,873 | -5.4% | 0.13% | -3.0% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $398,000 | -5.0% | 7,825 | -4.8% | 0.12% | -9.4% |
SPHY | Sell | SPDR SERIES TRUSTportfli high yld | $395,000 | -11.6% | 14,981 | -12.2% | 0.12% | -15.6% |
REGN | Sell | REGENERON PHARMACEUTICALS | $391,000 | +17.4% | 1,042 | -13.2% | 0.12% | +11.8% |
HMSY | Sell | HMS HLDGS CORP | $379,000 | -17.6% | 12,802 | -4.1% | 0.12% | -21.7% |
USB | Sell | US BANCORP DEL | $373,000 | +4.8% | 6,288 | -2.3% | 0.12% | 0.0% |
FIBK | Sell | FIRST INTST BANCSYSTEM INC | $367,000 | +1.9% | 8,748 | -2.2% | 0.12% | -3.4% |
DLB | Sell | DOLBY LABORATORIES INC | $365,000 | +0.3% | 5,305 | -5.9% | 0.12% | -4.2% |
IWO | Sell | ISHARES TRrus 2000 grw etf | $360,000 | +10.4% | 1,682 | -0.5% | 0.11% | +4.6% |
DISCA | Sell | DISCOVERY INC | $357,000 | +15.5% | 10,897 | -6.1% | 0.11% | +9.8% |
NEO | Sell | NEOGENOMICS INC | $358,000 | +48.5% | 12,239 | -2.8% | 0.11% | +41.8% |
ADM | Sell | ARCHER DANIELS MIDLAND CO | $353,000 | +10.7% | 7,619 | -1.9% | 0.11% | +5.7% |
FRPT | Sell | FRESHPET INC | $349,000 | -15.9% | 5,907 | -29.2% | 0.11% | -19.7% |
TROW | Sell | PRICE T ROWE GROUP INC | $344,000 | +1.5% | 2,827 | -4.8% | 0.11% | -3.6% |
CMD | Sell | CANTEL MEDICAL CORP | $342,000 | -7.1% | 4,823 | -1.9% | 0.11% | -11.6% |
FALN | Sell | ISHARES TRfaln angls usd | $330,000 | -1.5% | 12,182 | -2.8% | 0.10% | -5.5% |
ABC | Sell | AMERISOURCEBERGEN CORP | $324,000 | -3.3% | 3,812 | -6.4% | 0.10% | -7.3% |
SFM | Sell | SPROUTS FMRS MKT INC | $326,000 | -36.6% | 16,848 | -36.6% | 0.10% | -40.0% |
BAC | Sell | BANK AMER CORP | $321,000 | +20.7% | 9,123 | -0.1% | 0.10% | +14.8% |
BKLN | Sell | INVESCO EXCHNG TRADED FD TRsr ln etf | $315,000 | -61.3% | 13,821 | -61.7% | 0.10% | -63.1% |
STWD | Sell | STARWOOD PPTY TR INC | $315,000 | -2.8% | 12,684 | -5.1% | 0.10% | -7.5% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $310,000 | +9.2% | 954 | -2.1% | 0.10% | +3.2% |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $305,000 | +2.3% | 5,179 | -3.8% | 0.10% | -2.0% |
LYG | Sell | LLOYDS BANKING GROUP PLCsponsored adr | $305,000 | +10.9% | 92,187 | -11.6% | 0.10% | +5.5% |
IWS | Sell | ISHARES TRrus mdcp val etf | $303,000 | +5.6% | 3,193 | -0.2% | 0.10% | 0.0% |
LSXMK | Sell | LIBERTY MEDIA CORP DELAWARE | $298,000 | +9.2% | 6,187 | -5.0% | 0.09% | +4.4% |
ILTB | Sell | ISHARES TRcore lt usdb etf | $295,000 | -11.4% | 4,336 | -9.7% | 0.09% | -15.5% |
SU | Sell | SUNCOR ENERGY INC NEW | $285,000 | -1.4% | 8,686 | -5.1% | 0.09% | -5.3% |
FDX | Sell | FEDEX CORP | $284,000 | -20.2% | 1,875 | -23.3% | 0.09% | -23.9% |
ORCL | Sell | ORACLE CORP | $282,000 | -66.9% | 5,325 | -65.6% | 0.09% | -68.3% |
NUE | Sell | NUCOR CORP | $278,000 | +3.0% | 4,933 | -6.9% | 0.09% | -2.2% |
TSN | Sell | TYSON FOODS INCcl a | $277,000 | 0.0% | 3,042 | -5.4% | 0.09% | -4.4% |
INFO | Sell | IHS MARKIT LTD | $277,000 | +12.6% | 3,677 | -0.1% | 0.09% | +7.4% |
RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $274,000 | -31.3% | 4,638 | -31.7% | 0.09% | -34.8% |
SSD | Sell | SIMPSON MANUFACTURING CO INC | $273,000 | -32.4% | 3,398 | -41.7% | 0.09% | -35.3% |
INGR | Sell | INGREDION INC | $269,000 | -11.8% | 2,891 | -22.5% | 0.08% | -15.8% |
IWN | Sell | ISHARES TRrus 2000 val etf | $267,000 | +7.2% | 2,073 | -0.8% | 0.08% | +2.4% |
IXJ | Sell | ISHARES TRglob hlthcre etf | $264,000 | -57.1% | 3,834 | -61.9% | 0.08% | -59.1% |
PCTY | Sell | PAYLOCITY HLDG CORP | $261,000 | +20.3% | 2,162 | -2.8% | 0.08% | +13.9% |
HSBC | Sell | HSBC HLDGS PLCspon adr new | $257,000 | -7.2% | 6,565 | -9.3% | 0.08% | -11.0% |
SLAB | Sell | SILICON LABORATORIES INC | $259,000 | +2.0% | 2,231 | -2.1% | 0.08% | -3.6% |
AMBA | Sell | AMBARELLA INC | $257,000 | -5.5% | 4,244 | -1.8% | 0.08% | -10.0% |
CAH | Sell | CARDINAL HEALTH INC | $254,000 | -10.6% | 5,023 | -16.5% | 0.08% | -14.9% |
COP | Sell | CONOCOPHILLIPS | $250,000 | +14.2% | 3,842 | -0.1% | 0.08% | +9.7% |
IXN | Sell | ISHARES TRglobal tech etf | $247,000 | -65.7% | 1,173 | -69.9% | 0.08% | -67.2% |
AMCR | Sell | AMCOR PLCord | $240,000 | -31.0% | 22,185 | -37.9% | 0.08% | -34.8% |
JXI | Sell | ISHARES TRglob utilits etf | $240,000 | -67.8% | 4,093 | -67.9% | 0.08% | -69.5% |
IXP | Sell | ISHARES TR | $239,000 | -64.1% | 3,889 | -66.5% | 0.08% | -65.9% |
RXI | Sell | ISHARES TRglb cns disc etf | $240,000 | -65.0% | 1,907 | -66.7% | 0.08% | -66.8% |
EXI | Sell | ISHARES TRglob indstrl etf | $234,000 | -66.1% | 2,409 | -68.1% | 0.07% | -67.5% |
MXI | Sell | ISHARES TRglobal mater etf | $236,000 | -45.6% | 3,495 | -49.5% | 0.07% | -48.3% |
KXI | Sell | ISHARES TRglb cnsm stp etf | $235,000 | -66.9% | 4,236 | -67.3% | 0.07% | -68.4% |
IXG | Sell | ISHARES TRglobal finls etf | $230,000 | -30.9% | 3,347 | -35.7% | 0.07% | -34.5% |
ECL | Sell | ECOLAB INC | $222,000 | -3.1% | 1,149 | -0.8% | 0.07% | -7.9% |
PDBC | Sell | INVESCO ACTIVELY MANAGD ETFoptimum yield | $220,000 | -64.7% | 13,298 | -66.7% | 0.07% | -66.5% |
NTCT | Sell | NETSCOUT SYS INC | $221,000 | -2.6% | 9,178 | -6.8% | 0.07% | -8.0% |
CMA | Sell | COMERICA INC | $204,000 | 0.0% | 2,842 | -8.2% | 0.06% | -4.5% |
QRTEA | Sell | QURATE RETAIL INC | $109,000 | -40.1% | 12,934 | -26.9% | 0.03% | -43.3% |
IMGN | Sell | IMMUNOGEN INC | $69,000 | +81.6% | 13,438 | -13.8% | 0.02% | +69.2% |
VRAY | Exit | VIEWRAY INC | $0 | – | -33,955 | -100.0% | -0.03% | – |
SID | Exit | COMPANHIA SIDERURGICA NACIONsponsored adr | $0 | – | -31,386 | -100.0% | -0.03% | – |
CIG | Exit | COMPANHIA ENERGETICA DE MINAsp adr n-v pfd | $0 | – | -33,560 | -100.0% | -0.04% | – |
EBR | Exit | CENTRAIS ELETRICAS BRASILEIRsponsored adr | $0 | – | -12,875 | -100.0% | -0.04% | – |
INFY | Exit | INFOSYS LTDsponsored adr | $0 | – | -13,051 | -100.0% | -0.05% | – |
MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -2,027 | -100.0% | -0.07% | – |
DRQ | Exit | DRIL QUIP INC | $0 | – | -4,348 | -100.0% | -0.07% | – |
PSA | Exit | PUBLIC STORAGE | $0 | – | -893 | -100.0% | -0.07% | – |
MRCY | Exit | MERCURY SYS INC | $0 | – | -2,814 | -100.0% | -0.08% | – |
CWB | Exit | SPDR SERIES TRUSTblmbrg brc cnvrt | $0 | – | -4,523 | -100.0% | -0.08% | – |
CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -2,964 | -100.0% | -0.08% | – |
ROST | Exit | ROSS STORES INC | $0 | – | -2,399 | -100.0% | -0.09% | – |
NTR | Exit | NUTRIEN LTD | $0 | – | -5,374 | -100.0% | -0.09% | – |
BBL | Exit | BHP GROUP PLCsponsored adr | $0 | – | -6,563 | -100.0% | -0.09% | – |
PCY | Exit | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $0 | – | -10,284 | -100.0% | -0.10% | – |
TJX | Exit | TJX COS INC NEW | $0 | – | -5,425 | -100.0% | -0.10% | – |
TTE | Exit | TOTAL S Asponsored ads | $0 | – | -9,867 | -100.0% | -0.17% | – |
IBMI | Exit | ISHARES TRibonds sep2020 | $0 | – | -21,419 | -100.0% | -0.18% | – |
LNTH | Exit | LANTHEUS HLDGS INC | $0 | – | -23,343 | -100.0% | -0.19% | – |
BSJK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -45,656 | -100.0% | -0.36% | – |
IBDL | Exit | ISHARES TRibonds dec20 etf | $0 | – | -85,348 | -100.0% | -0.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 39 | Q3 2023 | 4.3% |
ISHARES TR | 39 | Q3 2023 | 3.8% |
ISHARES TR | 39 | Q3 2023 | 3.7% |
ISHARES TR | 34 | Q2 2022 | 9.6% |
ISHARES TR | 34 | Q2 2022 | 4.9% |
ISHARES TR | 34 | Q3 2023 | 1.4% |
ISHARES TR | 33 | Q2 2022 | 0.8% |
UNITEDHEALTH GROUP INC | 32 | Q3 2023 | 1.3% |
COMCAST CORP NEW | 32 | Q3 2023 | 1.0% |
AMAZON COM INC | 32 | Q3 2023 | 2.1% |
View WRAPMANAGER INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-09 |
SC 13G/A | 2024-02-08 |
13F-HR | 2024-02-07 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-10 |
View WRAPMANAGER INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.