Equal-WT
WhaleScore 2.0
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Anderson Hoagland & Company is based out of St Louis. Anderson Hoagland & Company is a large advisory firm with 138 clients and discretionary assets under management (AUM) of $921,514,996 (Form ADV from 2023-02-22). Their last reported 13F filing for Q1 2024 included $891,811,854 in managed 13F securities
and a top 10 holdings concentration of 36.13%. Anderson Hoagland & Company's largest holding is Microsoft Corp. with shares held of 119,761. Whalewisdom has at least 96 13F filings
2024-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| AMZN Amazon.com Inc. | 0.72% |
| EWJV iShares MSCI Japan V | 0.64% |
| EMXC iShares MSCI Emergin | 0.59% |
| XOM ExxonMobil Corp. (St | 0.46% |
| XLE The Energy Select Se | 0.42% |
2024-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| VWO VANGUARD EMERGING MA | 1.44% |
| AAPL Apple Inc | 0.6% |
| USFR WisdomTree Floating | 0.53% |
| INTU Intuit, Inc. | 0.33% |
| NVDA NVIDIA Corp. | 0.31% |
2024-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corp. | 5.68% |
| IWM iShares Russell 2000 | 4.56% |
| VFMF VANGUARD U.S. MULTIF | 4.37% |
| AMZN Amazon.com Inc. | 4.15% |
| VFVA VANGUARD U.S. VALUE | 3.35% |
2024-03-31
13F Activity
| Market Value | $0.89b, Prior: $0.82b |
| New Purchases | 14 stocks |
| Added To | 64 stocks |
| Sold out of | 3 stocks |
| Reduced holdings in | 42 stocks |
| Top 10 Holdings % | 36.13% |
| Turnover %[1] | 12.78% |
| Turnover Alt %[2] | 5.32% |
| Time Held Top 20 | 14.8 quarters |
| Time Held Top 10 | 14 quarters |
| Time Held All | 14.75 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-03-31
13F Sector Allocation Over Time
2024-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31