$776 Million is the total value of Autus Asset Management, LLC's 417 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 10.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $42,686,000 | +18.3% | 219,264 | -6.6% | 5.50% | +15.0% |
| AAPL | Sell | APPLE INC | $26,353,000 | +2.2% | 198,604 | -10.8% | 3.40% | -0.6% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $26,137,000 | +5.5% | 553,634 | -8.6% | 3.37% | +2.6% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $24,574,000 | -3.1% | 252,978 | -4.5% | 3.17% | -5.8% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $18,715,000 | +11.2% | 373,467 | -4.1% | 2.41% | +8.1% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $17,723,000 | -3.5% | 49,652 | -8.5% | 2.28% | -6.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $17,706,000 | +5.7% | 67,786 | -8.6% | 2.28% | +2.8% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $17,409,000 | -5.5% | 209,103 | -6.0% | 2.24% | -8.1% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $16,238,000 | +10.1% | 9,268 | -7.7% | 2.09% | +7.1% |
| COST | Sell | COSTCO WHSL CORP NEW | $15,669,000 | -4.0% | 41,589 | -9.6% | 2.02% | -6.7% |
| MKC | Buy | MCCORMICK & CO INC | $15,067,000 | -9.3% | 157,607 | +84.1% | 1.94% | -11.8% |
| DIS | Sell | DISNEY WALT CO | $14,710,000 | +35.5% | 81,195 | -7.2% | 1.90% | +31.8% |
| ABT | Sell | ABBOTT LABS | $14,551,000 | -9.1% | 132,906 | -9.6% | 1.88% | -11.6% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $14,440,000 | -4.6% | 28,872 | -6.5% | 1.86% | -7.3% |
| NKE | Sell | NIKE INCcl b | $14,307,000 | +0.8% | 101,138 | -10.5% | 1.84% | -1.9% |
| INTU | Sell | INTUIT | $13,928,000 | +4.8% | 36,668 | -10.0% | 1.80% | +2.0% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $13,725,000 | +6.2% | 16,776 | -7.9% | 1.77% | +3.3% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $13,514,000 | +1.3% | 154,800 | -2.6% | 1.74% | -1.5% |
| BLK | Sell | BLACKROCK INC | $13,433,000 | +16.8% | 18,618 | -8.7% | 1.73% | +13.6% |
| PYPL | Sell | PAYPAL HLDGS INC | $13,040,000 | +6.0% | 55,679 | -10.9% | 1.68% | +3.0% |
| AMZN | Sell | AMAZON COM INC | $12,416,000 | -4.5% | 3,812 | -7.7% | 1.60% | -7.1% |
| DCI | Sell | DONALDSON INC | $11,277,000 | +13.3% | 201,796 | -5.9% | 1.45% | +10.2% |
| ECL | Sell | ECOLAB INC | $11,152,000 | -0.4% | 51,548 | -7.9% | 1.44% | -3.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $11,087,000 | +0.9% | 47,816 | -7.3% | 1.43% | -1.9% |
| ZTS | Sell | ZOETIS INCcl a | $10,438,000 | -12.4% | 63,073 | -12.5% | 1.35% | -14.8% |
| HON | Sell | HONEYWELL INTL INC | $10,411,000 | +16.4% | 48,946 | -9.9% | 1.34% | +13.2% |
| VOO | Sell | VANGUARD INDEX FDS | $10,088,000 | -7.0% | 29,353 | -16.7% | 1.30% | -9.5% |
| TJX | Sell | TJX COS INC NEW | $10,063,000 | +13.4% | 147,345 | -7.6% | 1.30% | +10.3% |
| NVDA | Sell | NVIDIA CORPORATION | $9,771,000 | -13.3% | 18,711 | -10.2% | 1.26% | -15.7% |
| ABBV | Sell | ABBVIE INC | $9,769,000 | +15.3% | 91,172 | -5.7% | 1.26% | +12.1% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $9,625,000 | -7.5% | 163,811 | -6.4% | 1.24% | -10.1% |
| PFF | Sell | ISHARES TRpfd and incm sec | $9,609,000 | +1.2% | 249,509 | -4.3% | 1.24% | -1.6% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $9,130,000 | +0.3% | 100,069 | -12.2% | 1.18% | -2.5% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $8,590,000 | +1.9% | 41,540 | -13.1% | 1.11% | -0.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $8,588,000 | +24.1% | 67,576 | -6.0% | 1.11% | +20.6% |
| CL | Sell | COLGATE PALMOLIVE CO | $8,368,000 | +3.4% | 97,867 | -6.7% | 1.08% | +0.6% |
| TIP | Sell | ISHARES TRtips bd etf | $8,319,000 | -4.1% | 65,163 | -5.0% | 1.07% | -6.8% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $8,115,000 | -4.7% | 39,801 | -9.7% | 1.05% | -7.4% |
| SHW | Sell | SHERWIN WILLIAMS CO | $7,985,000 | +0.4% | 10,865 | -4.9% | 1.03% | -2.5% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $7,934,000 | +2.1% | 93,415 | -5.1% | 1.02% | -0.8% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $7,898,000 | +5.3% | 68,134 | +0.8% | 1.02% | +2.4% |
| CRM | Sell | SALESFORCE COM INC | $7,277,000 | -17.3% | 32,698 | -6.6% | 0.94% | -19.6% |
| XBI | Sell | SPDR SER TRs&p biotech | $7,270,000 | +18.1% | 51,639 | -6.6% | 0.94% | +14.8% |
| BKNG | Sell | BOOKING HOLDINGS INC | $7,137,000 | +18.7% | 3,204 | -8.8% | 0.92% | +15.4% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $7,066,000 | +24.7% | 86,802 | +10.3% | 0.91% | +21.3% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $7,062,000 | +30.9% | 16,380 | +20.0% | 0.91% | +27.3% |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $6,878,000 | +3.8% | 74,370 | -10.0% | 0.89% | +0.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $6,679,000 | +8.9% | 34,316 | -4.7% | 0.86% | +5.9% |
| PNQI | Sell | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $6,646,000 | +4.7% | 29,127 | -5.3% | 0.86% | +1.8% |
| ABMD | Sell | ABIOMED INC | $6,567,000 | +8.5% | 20,254 | -7.2% | 0.85% | +5.6% |
| IGSB | Buy | ISHARES TR | $6,171,000 | +3.1% | 111,840 | +2.6% | 0.80% | +0.3% |
| BAX | Sell | BAXTER INTL INC | $6,087,000 | -32.1% | 75,873 | -31.9% | 0.78% | -34.0% |
| HRL | Sell | HORMEL FOODS CORP | $5,922,000 | -11.7% | 127,068 | -7.4% | 0.76% | -14.2% |
| XYL | Sell | XYLEM INC | $5,835,000 | +10.4% | 57,325 | -8.7% | 0.75% | +7.4% |
| SSNC | Sell | SS&C TECHNOLOGIES HLDGS INC | $5,763,000 | +14.1% | 79,204 | -5.1% | 0.74% | +10.9% |
| CVX | Sell | CHEVRON CORP NEW | $5,714,000 | +12.9% | 67,663 | -3.7% | 0.74% | +9.8% |
| NEE | Buy | NEXTERA ENERGY INC | $5,683,000 | +26.4% | 73,672 | +354.8% | 0.73% | +23.0% |
| FDX | Sell | FEDEX CORP | $5,547,000 | -7.9% | 21,363 | -10.8% | 0.72% | -10.4% |
| MTN | Sell | VAIL RESORTS INC | $4,359,000 | +13.0% | 15,622 | -13.3% | 0.56% | +10.0% |
| MBB | Buy | ISHARES TRmbs etf | $4,348,000 | +25.4% | 39,474 | +25.8% | 0.56% | +22.0% |
| MASI | Sell | MASIMO CORP | $4,083,000 | +9.0% | 15,212 | -4.1% | 0.53% | +5.8% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $3,761,000 | +11.5% | 17,170 | -3.5% | 0.48% | +8.5% |
| AGG | Buy | ISHARES TRcore us aggbd et | $3,720,000 | +5.7% | 31,471 | +5.6% | 0.48% | +3.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,703,000 | +5.4% | 9,865 | -5.6% | 0.48% | +2.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,464,000 | -10.3% | 22,007 | -15.2% | 0.45% | -12.7% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $3,430,000 | +12.3% | 39,779 | -1.7% | 0.44% | +9.1% |
| PEP | Sell | PEPSICO INC | $2,790,000 | +5.1% | 18,810 | -1.8% | 0.36% | +2.3% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $2,648,000 | -14.5% | 11,798 | -7.9% | 0.34% | -16.8% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $2,549,000 | +0.7% | 23,578 | +0.7% | 0.33% | -2.1% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $2,457,000 | +8.0% | 6,946 | -4.9% | 0.32% | +5.0% |
| TTC | New | TORO CO | $2,023,000 | – | 21,332 | +100.0% | 0.26% | – |
| MUB | Buy | ISHARES TRnational mun etf | $1,953,000 | +4.7% | 16,670 | +3.6% | 0.25% | +2.0% |
| MSFT | Sell | MICROSOFT CORP | $1,788,000 | -10.5% | 8,038 | -15.4% | 0.23% | -12.8% |
| EMR | Sell | EMERSON ELEC CO | $1,723,000 | +22.5% | 21,442 | -0.1% | 0.22% | +18.7% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $1,725,000 | -5.5% | 6,483 | -22.5% | 0.22% | -8.3% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,629,000 | -5.3% | 27,908 | -18.2% | 0.21% | -7.9% |
| EFG | Sell | ISHARES TReafe grwth etf | $1,613,000 | +12.1% | 15,984 | -0.2% | 0.21% | +8.9% |
| UNH | New | UNITEDHEALTH GROUP INC | $1,611,000 | – | 4,591 | +100.0% | 0.21% | – |
| PG | Sell | PROCTER AND GAMBLE CO | $1,607,000 | -22.5% | 11,554 | -22.6% | 0.21% | -24.7% |
| MMM | Sell | 3M CO | $1,595,000 | +4.1% | 9,129 | -4.5% | 0.21% | +1.5% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,502,000 | +3.1% | 6,228 | -7.3% | 0.19% | +0.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,474,000 | +1.8% | 841 | -14.9% | 0.19% | -1.0% |
| GD | Sell | GENERAL DYNAMICS CORP | $1,310,000 | -75.4% | 8,803 | -77.1% | 0.17% | -76.1% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,313,000 | -1.1% | 14,882 | -1.1% | 0.17% | -4.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,275,000 | +30.9% | 6,500 | -0.2% | 0.16% | +27.1% |
| IGIB | ISHARES TR | $1,105,000 | +1.7% | 17,879 | 0.0% | 0.14% | -1.4% | |
| SYK | Sell | STRYKER CORPORATION | $1,081,000 | +4.6% | 4,410 | -11.1% | 0.14% | +1.5% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $1,071,000 | +6.2% | 4,785 | -3.1% | 0.14% | +3.0% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,071,000 | -0.7% | 7,586 | -9.5% | 0.14% | -3.5% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,066,000 | +17.8% | 10,382 | +98.3% | 0.14% | +14.2% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $1,041,000 | +24.8% | 3,632 | -3.6% | 0.13% | +20.7% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $926,000 | +14.9% | 3,365 | -2.1% | 0.12% | +11.2% |
| HD | Sell | HOME DEPOT INC | $916,000 | -26.4% | 3,449 | -23.1% | 0.12% | -28.5% |
| VOX | Sell | VANGUARD WORLD FDS | $918,000 | +15.3% | 7,638 | -2.2% | 0.12% | +11.3% |
| CLX | Sell | CLOROX CO DEL | $895,000 | -4.2% | 4,432 | -0.3% | 0.12% | -7.3% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $881,000 | +11.7% | 6,439 | -3.5% | 0.11% | +8.6% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $849,000 | +21.6% | 16,430 | +3.7% | 0.11% | +17.2% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $822,000 | +0.2% | 9,914 | +0.4% | 0.11% | -2.8% |
| SLB | Sell | SCHLUMBERGER LTD | $826,000 | -37.9% | 37,842 | -55.7% | 0.11% | -39.8% |
| BDX | Sell | BECTON DICKINSON & CO | $811,000 | -6.2% | 3,238 | -12.9% | 0.10% | -8.7% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $799,000 | +22.2% | 10,975 | -1.8% | 0.10% | +18.4% |
| VIS | Sell | VANGUARD WORLD FDSindustrial etf | $786,000 | +13.9% | 4,627 | -2.9% | 0.10% | +11.0% |
| ED | Sell | CONSOLIDATED EDISON INC | $775,000 | -69.1% | 10,730 | -66.7% | 0.10% | -70.0% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $765,000 | +31.0% | 5,806 | -1.3% | 0.10% | +28.6% |
| KO | Sell | COCA COLA CO | $695,000 | -24.9% | 12,676 | -32.4% | 0.09% | -26.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $672,000 | +16.9% | 9,218 | +1.9% | 0.09% | +14.5% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $665,000 | +7.6% | 7,188 | -6.3% | 0.09% | +4.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $638,000 | +71.5% | 1,707 | +53.5% | 0.08% | +67.3% |
| NVO | Sell | NOVO-NORDISK A Sadr | $627,000 | -42.8% | 8,982 | -43.2% | 0.08% | -44.1% |
| FSLR | Buy | FIRST SOLAR INC | $615,000 | +54.1% | 6,223 | +3.2% | 0.08% | +49.1% |
| TROW | Sell | PRICE T ROWE GROUP INC | $611,000 | -0.7% | 4,034 | -16.0% | 0.08% | -3.7% |
| ESML | Buy | ISHARES TResg aware msci | $600,000 | +42.5% | 17,582 | +10.9% | 0.08% | +37.5% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $575,000 | +19.3% | 5,931 | -0.6% | 0.07% | +15.6% |
| ROL | Buy | ROLLINS INC | $565,000 | -14.1% | 14,457 | +18.9% | 0.07% | -16.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $558,000 | +28.3% | 2,431 | +3.4% | 0.07% | +24.1% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $542,000 | +4.4% | 3,118 | -1.9% | 0.07% | +1.4% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $535,000 | +24.7% | 9,033 | +8.7% | 0.07% | +21.1% |
| ESGE | Buy | ISHARES INCesg awr msci em | $493,000 | +32.9% | 11,743 | +12.6% | 0.06% | +30.6% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $477,000 | +2.4% | 31,237 | -1.2% | 0.06% | -1.6% |
| GIS | Buy | GENERAL MLS INC | $468,000 | -4.7% | 7,954 | +0.0% | 0.06% | -7.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $458,000 | +13.1% | 8,735 | +0.0% | 0.06% | +9.3% |
| XRAY | DENTSPLY SIRONA INC | $415,000 | +19.6% | 7,925 | 0.0% | 0.05% | +17.4% | |
| EFV | Sell | ISHARES TReafe value etf | $400,000 | +17.0% | 8,464 | -0.2% | 0.05% | +15.6% |
| XOM | Sell | EXXON MOBIL CORP | $369,000 | -8.4% | 8,938 | -23.7% | 0.05% | -9.4% |
| PPR | VOYA PRIME RATE TRsh ben int | $362,000 | +1.4% | 81,005 | 0.0% | 0.05% | 0.0% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $354,000 | +5.7% | 1,874 | -4.8% | 0.05% | +4.5% |
| SJM | SMUCKER J M CO | $347,000 | 0.0% | 3,000 | 0.0% | 0.04% | -2.2% | |
| CHD | CHURCH & DWIGHT INC | $349,000 | -6.9% | 4,000 | 0.0% | 0.04% | -10.0% | |
| CMI | Sell | CUMMINS INC | $331,000 | -44.6% | 1,458 | -48.4% | 0.04% | -45.6% |
| INTC | Sell | INTEL CORP | $327,000 | -50.1% | 6,564 | -48.1% | 0.04% | -51.7% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $324,000 | +10.6% | 2,486 | -0.6% | 0.04% | +7.7% |
| GLD | Buy | SPDR GOLD TR | $319,000 | +8.1% | 1,786 | +7.1% | 0.04% | +5.1% |
| SBUX | Sell | STARBUCKS CORP | $319,000 | +1.3% | 2,977 | -18.8% | 0.04% | -2.4% |
| IBMJ | ISHARES TRibonds dec2021 | $296,000 | -0.7% | 11,500 | 0.0% | 0.04% | -5.0% | |
| BHP | Sell | BHP GROUP LTDsponsored ads | $285,000 | -3.1% | 4,352 | -23.4% | 0.04% | -5.1% |
| ORCL | Sell | ORACLE CORP | $287,000 | -1.7% | 4,429 | -9.4% | 0.04% | -5.1% |
| VFMO | Sell | VANGUARD WELLINGTON FDus momentum | $274,000 | +1.5% | 2,435 | -14.3% | 0.04% | -2.8% |
| VAW | Sell | VANGUARD WORLD FDSmaterials etf | $266,000 | +13.7% | 1,698 | -2.3% | 0.03% | +9.7% |
| VFMV | Buy | VANGUARD WELLINGTON FDus minimum | $267,000 | +21.4% | 2,980 | +11.8% | 0.03% | +17.2% |
| TMO | THERMO FISHER SCIENTIFIC INC | $257,000 | +5.3% | 552 | 0.0% | 0.03% | +3.1% | |
| IWV | Sell | ISHARES TRrussell 3000 etf | $253,000 | +11.5% | 1,130 | -2.6% | 0.03% | +10.0% |
| DVY | New | ISHARES TRselect divid etf | $253,000 | – | 2,622 | +100.0% | 0.03% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $246,000 | – | 4,000 | +100.0% | 0.03% | – |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $238,000 | +8.7% | 2,602 | -3.7% | 0.03% | +6.9% |
| LMT | Sell | LOCKHEED MARTIN CORP | $234,000 | -39.1% | 659 | -34.2% | 0.03% | -41.2% |
| USMV | New | ISHARES TRmsci usa min vol | $228,000 | – | 3,357 | +100.0% | 0.03% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $224,000 | – | 4,320 | +100.0% | 0.03% | – |
| IBDS | New | ISHARES TRibonds 27 etf | $228,000 | – | 8,300 | +100.0% | 0.03% | – |
| LIN | Sell | LINDE PLC | $222,000 | +3.7% | 842 | -6.0% | 0.03% | +3.6% |
| IBDT | Sell | ISHARES TRibds dec28 etf | $215,000 | -3.6% | 7,300 | -4.6% | 0.03% | -6.7% |
| V | Sell | VISA INC | $216,000 | -24.7% | 992 | -31.0% | 0.03% | -26.3% |
| AXP | New | AMERICAN EXPRESS CO | $211,000 | – | 1,746 | +100.0% | 0.03% | – |
| CSX | New | CSX CORP | $207,000 | – | 2,276 | +100.0% | 0.03% | – |
| MRK | Exit | MERCK & CO. INC | $0 | – | -2,851 | -100.0% | -0.03% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -2,700 | -100.0% | -0.04% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,272 | -100.0% | -0.04% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -4,589 | -100.0% | -0.04% | – |
| KMB | Exit | KIMBERLY CLARK CORP | $0 | – | -2,220 | -100.0% | -0.04% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -8,943 | -100.0% | -0.05% | – |
| DE | Exit | DEERE & CO | $0 | – | -1,740 | -100.0% | -0.05% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Robinson, Tigue, Sponcil & Associates, LLC #1
- Dynamic Advisor Solutions LLC #2
- Integrated Financial Planning, P.C. #3
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Small Cap ETF | 39 | Q4 2022 | 6.8% |
| VANGUARD TAX-MANAGED INTL FD | 39 | Q4 2022 | 3.9% |
| VANGUARD SCOTTSDALE FDS | 39 | Q4 2022 | 3.9% |
| Vanguard Short-Term Corporate | 39 | Q4 2022 | 3.2% |
| APPLE INC | 39 | Q4 2022 | 3.6% |
| ACCENTURE PLC IRELAND | 39 | Q4 2022 | 2.8% |
| MASTERCARD INCORPORATED | 39 | Q4 2022 | 2.8% |
| COSTCO WHSL CORP NEW | 39 | Q4 2022 | 3.0% |
| McCormick & Company Inc. | 39 | Q4 2022 | 3.0% |
| Vngrd Ftse Em Mk | 39 | Q4 2022 | 2.5% |
View Autus Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-14 |
| 13F-HR | 2021-10-18 |
| 13F-HR | 2021-07-16 |
| 13F-HR | 2021-04-14 |
| 13F-HR | 2021-01-19 |
| 13F-HR | 2020-10-13 |
View Autus Asset Management, LLC'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.