Weighting | |||||||
---|---|---|---|---|---|---|---|
Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
Alpha Cubed Investments, LLC | 56.2% | 37.0% | 24.1% | 17.2% | 7.5% | $12,190,180 | 262 |
Strategic Family Wealth Counselors, L.L.C. | 66.4% | 40.0% | 24.1% | 16.6% | 7.0% | $4,390,266 | 110 |
First PREMIER Bank | 51.4% | 34.7% | 24.1% | 17.7% | 7.6% | $5,149,005 | 353 |
TANG CAPITAL MANAGEMENT LLC | 58.2% | 39.3% | 24.0% | 15.4% | 5.4% | $129,284,252 | 106 |
CHAPIN DAVIS, INC. | 47.4% | 34.3% | 24.0% | 18.7% | 9.1% | $4,052,236 | 204 |
Lipe & Dalton | 61.4% | 39.1% | 24.0% | 17.2% | 8.5% | $2,155,959 | 100 |
NTV ASSET MANAGEMENT LLC | 47.6% | 34.6% | 24.0% | 17.2% | 7.6% | $6,322,172 | 252 |
EVEXIA WEALTH LLC | 74.1% | 44.2% | 24.0% | 15.1% | 5.3% | $1,209,643 | 50 |
Robertson Stephens Wealth Management, LLC | 47.2% | 34.0% | 24.0% | 17.6% | 7.0% | $23,522,895 | 442 |
Trek Financial, LLC | 50.8% | 35.5% | 24.0% | 17.2% | 9.0% | $17,214,110 | 282 |
Colorado Capital Management, Inc. | 68.4% | 43.1% | 24.0% | 14.8% | 5.1% | $2,344,541 | 80 |
Proquility Private Wealth Partners, LLC | 57.1% | 38.7% | 24.0% | 16.7% | 6.6% | $4,076,672 | 88 |
Fidelis Capital Partners, LLC | 45.6% | 33.9% | 24.0% | 18.9% | 8.0% | $2,472,461 | 271 |
Redwood Investment Management, LLC | 41.5% | 32.1% | 24.0% | 18.1% | 7.2% | $26,598,588 | 323 |
EWG Elevate Inc. | 61.4% | 40.2% | 24.0% | 15.2% | 6.0% | $4,017,740 | 96 |
D L CARLSON INVESTMENT GROUP INC | 52.4% | 37.0% | 24.0% | 16.1% | 5.8% | $6,156,689 | 133 |
Corton Capital Inc. | 33.1% | 27.3% | 23.9% | 22.4% | 20.7% | $6,328,588 | 413 |
Capital Advisory Group Advisory Services, LLC | 49.2% | 34.8% | 23.9% | 18.2% | 6.6% | $3,026,326 | 149 |
VIKING GLOBAL INVESTORS LP | 67.0% | 42.5% | 23.9% | 15.6% | 6.5% | $703,770,564 | 80 |
Perennial Investment Advisors, LLC | 46.5% | 33.7% | 23.9% | 18.2% | 7.0% | $10,032,280 | 354 |
Statistics for filers
This page shows you the Q3 2023 statistics for the filers.
- Top 5
- The total weighting of the top 5 holdings.
- Value
- The total value of the reported holdings.
- Holdings
- The number of reported holdings.