13F Statistics for 09/30/2022

Stock Symbol Industry/Sector # of 13F Filers 13F Filer w/largest holding
Apple Inc AAPL INFORMATION TECHNOLOGY/COMPUTERS & PERIPHERALS 4021 VANGUARD GROUP INC
SPDR S&P 500 ETF TRUST SPY FINANCE/GENERAL FINANCE 2816 JPMORGAN CHASE & COMPANY
Meta Platforms Inc META COMMUNICATIONS/INTERNET 2696 VANGUARD GROUP INC
Tesla Inc TSLA CONSUMER DISCRETIONARY/AUTOMOBILES AND MOTORCYCLES 2524 VANGUARD GROUP INC
Microsoft Corp. MSFT INFORMATION TECHNOLOGY/SOFTWARE 4184 VANGUARD GROUP INC
Taitron Components Inc, Class A TAIT INFORMATION TECHNOLOGY/ELECTRONIC EQUIPMENT 11 RENAISSANCE TECHNOLOGIES LLC
Amazon.com Inc. AMZN CONSUMER DISCRETIONARY/RETAIL - INTERNET & MEDIA 3790 VANGUARD GROUP INC
ProShares UltraShort Silver ZSL FINANCE/GENERAL FINANCE 14 JANE STREET GROUP, LLC
Micron Technology, Inc. MU INFORMATION TECHNOLOGY/SEMICONDUCTORS 1139 VANGUARD GROUP INC
Bausch Health Companies BHC HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES 265 ICAHN CARL C
Stock Symbol Industry/Sector Aggregate Market Value # of 13F Filers 13F Filer w/largest holding
Apple Inc AAPL INFORMATION TECHNOLOGY/COMPUTERS & PERIPHERALS $1,195,797,331,288 4021 VANGUARD GROUP INC
Microsoft Corp. MSFT INFORMATION TECHNOLOGY/SOFTWARE $1,119,937,842,478 4184 VANGUARD GROUP INC
Amazon.com Inc. AMZN CONSUMER DISCRETIONARY/RETAIL - INTERNET & MEDIA $645,856,548,206 3790 VANGUARD GROUP INC
Alphabet Inc. Class A GOOGL COMMUNICATIONS/INTERNET $444,246,013,840 3475 VANGUARD GROUP INC
UnitedHealth Group Inc. UNH HEALTH CARE/HEALTH CARE SERVICES $379,170,510,498 2777 VANGUARD GROUP INC
Tesla Inc TSLA CONSUMER DISCRETIONARY/AUTOMOBILES AND MOTORCYCLES $334,531,363,876 2524 VANGUARD GROUP INC
Alphabet Inc. Class C GOOG COMMUNICATIONS/INTERNET $329,435,563,634 3090 VANGUARD GROUP INC
Johnson & Johnson Co. JNJ HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES $267,429,598,175 3356 VANGUARD GROUP INC
VISA Inc V FINANCE/CONSUMER FINANCE $262,234,668,111 2948 VANGUARD GROUP INC
Lilly (Eli) & Co. LLY HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES $239,936,553,869 2303 LILLY ENDOWMENT INC
Stock Symbol Industry/Sector Aggregate Market Value # of 13F Filers 13F Filer w/largest holding
Microsoft Corp. MSFT INFORMATION TECHNOLOGY/SOFTWARE $1,119,937,842,478 4,184 VANGUARD GROUP INC
Apple Inc AAPL INFORMATION TECHNOLOGY/COMPUTERS & PERIPHERALS $1,195,797,331,288 4,021 VANGUARD GROUP INC
Amazon.com Inc. AMZN CONSUMER DISCRETIONARY/RETAIL - INTERNET & MEDIA $645,856,548,206 3,790 VANGUARD GROUP INC
Alphabet Inc. Class A GOOGL COMMUNICATIONS/INTERNET $444,246,013,840 3,475 VANGUARD GROUP INC
Johnson & Johnson Co. JNJ HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES $267,429,598,175 3,356 VANGUARD GROUP INC
JPMorgan Chase & Co. (Chemical ... JPM FINANCE/BANKS $195,712,948,405 3,151 VANGUARD GROUP INC
Berkshire Hathaway Inc Class B BRK.B FINANCE/INSURANCE $200,114,026,254 3,106 VANGUARD GROUP INC
Alphabet Inc. Class C GOOG COMMUNICATIONS/INTERNET $329,435,563,634 3,090 VANGUARD GROUP INC
ExxonMobil Corp. (Standard Oil ... XOM ENERGY/INTEGRATED OIL & GAS $186,988,328,682 2,982 VANGUARD GROUP INC
Home Depot, Inc. (The) HD CONSUMER DISCRETIONARY/RETAIL - SPECIALTY $179,108,810,836 2,968 VANGUARD GROUP INC
Stock Symbol Industry/Sector Summed 13F Percent of Portfolios
Current Quarter
Summed Percent of Portfolios
Prior Quarter
% Change # of 13F Filers
Apple Inc AAPL INFORMATION TECHNOLOGY/COMPUTERS & PERIPHERALS 15,023.95% 14,114.62% 6.44% 4,039
Microsoft Corp. MSFT INFORMATION TECHNOLOGY/SOFTWARE 12,189.71% 12,405.99% (1.74)% 4,207
SPDR S&P 500 ETF TRUST SPY FINANCE/GENERAL FINANCE 8,022.10% 7,853.19% 2.15% 2,829
iShares Core S&P 500 ETF- IVV FINANCE/GENERAL FINANCE 8,000.45% 8,006.50% (0.08)% 2,320
Amazon.com Inc. AMZN CONSUMER DISCRETIONARY/RETAIL - INTERNET & MEDIA 7,716.68% 6,690.93% 15.33% 3,808
Alphabet Inc. Class A GOOGL COMMUNICATIONS/INTERNET 5,448.51% 5,813.73% (6.28)% 3,489
VANGUARD TOTAL STOCK MARKET IND... VTI FINANCE/GENERAL FINANCE 5,293.44% 5,164.34% 2.50% 1,974
VANGUARD 500 INDEX FUND-ETF Shares VOO FINANCE/GENERAL FINANCE 5,054.78% 4,789.47% 5.54% 1,912
Berkshire Hathaway Inc Class B BRK.B FINANCE/INSURANCE 4,556.11% 4,324.80% 5.35% 3,125
Alphabet Inc. Class C GOOG COMMUNICATIONS/INTERNET 4,021.33% 4,273.43% (5.90)% 3,109

Minimum 100 filers, 1% current and 1% previous

Stock Symbol Industry/Sector Summed 13F Percent of Portfolios
Current Quarter
Summed Percent of Portfolios
Prior Quarter
% Change # of 13F Filers
Heron Therapeutics Inc HRTX HEALTH CARE/PHARMACEUTICALS 121.25% 6.76% 1,693.06% 194
V2X Inc VVX CONSUMER DISCRETIONARY/CONSUMER SERVICES 75.09% 4.26% 1,661.45% 161
GSK Plc GSKw / 150.55% 11.93% 1,162.40% 671
Signify Health, Inc. SGFY INFORMATION TECHNOLOGY/SOFTWARE 130.03% 13.90% 835.42% 226
Veritone Inc VERI COMMUNICATIONS/INTERNET 19.85% 2.47% 703.95% 115
Rhythm Pharmaceuticals Inc RYTM HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES 32.28% 5.20% 521.32% 117
Mind Medicine Inc MNMD HEALTH CARE/PHARMACEUTICALS 8.78% 1.50% 485.04% 161
Rumble Inc RUM FINANCE/GENERAL FINANCE 49.24% 8.52% 477.84% 110
MSA Safety Inc MSA INDUSTRIALS/COMMERCIAL SERVICES & SUPPLIES 81.13% 14.45% 461.43% 257
Crestwood Equity Partners LP CEQP ENERGY/OIL & GAS PRODUCTION 132.73% 23.82% 457.15% 173

Minimum 100 filers, 1% current and 1% previous

Stock Symbol Industry/Sector Summed 13F Percent of Portfolios
Current Quarter
Summed Percent of Portfolios
Prior Quarter
% Change # of 13F Filers
Welbilt Inc WBT INDUSTRIALS/MACHINERY 1.01% 122.96% (99.18)% 179
Vonage Holdings Corp VG UTILITIES AND TELECOMMUNICATIONS/TELEPHONE 1.60% 112.81% (98.58)% 245
SailPoint Technologies Holdings... SAIL INFORMATION TECHNOLOGY/SOFTWARE 2.71% 150.61% (98.20)% 288
Meritor Inc. (Noblitt-Sparks In... MTOR CONSUMER DISCRETIONARY/AUTOMOBILE PARTS 1.30% 63.88% (97.97)% 224
PS Business Parks Inc. PSB REAL ESTATE/REAL ESTATE INVESTMENT TRUSTS 1.43% 65.91% (97.83)% 254
American Campus Communities Inc ACC REAL ESTATE/REAL ESTATE INVESTMENT TRUSTS 3.95% 148.73% (97.34)% 351
Mandiant Inc MNDT INFORMATION TECHNOLOGY/SOFTWARE 2.61% 88.10% (97.03)% 279
Faraday Future Intelligent Elec... FFIE FINANCE/CORPORATE FINANCE 2.60% 83.14% (96.88)% 121
Cabot Microelectronics Corp CCMP INFORMATION TECHNOLOGY/SEMICONDUCTORS 2.48% 75.06% (96.70)% 253
Coherent Inc. COHR INFORMATION TECHNOLOGY/ELECTRONIC EQUIPMENT 5.86% 159.84% (96.33)% 259
Stock Symbol Industry/Sector Summed 13F Percent of Portfolios
Current Quarter
Summed Percent of Portfolios
Prior Quarter
% Change # of Funds
Microsoft Corp. MSFT INFORMATION TECHNOLOGY/SOFTWARE 2,420.10% 2,443.14% (0.94)% 773
Amazon.com Inc. AMZN CONSUMER DISCRETIONARY/RETAIL - INTERNET & MEDIA 2,209.13% 1,834.55% 20.42% 731
Apple Inc AAPL INFORMATION TECHNOLOGY/COMPUTERS & PERIPHERALS 1,862.41% 1,755.50% 6.09% 620
SPDR S&P 500 ETF TRUST SPY FINANCE/GENERAL FINANCE 1,717.25% 1,782.49% (3.66)% 448
Alphabet Inc. Class A GOOGL COMMUNICATIONS/INTERNET 1,288.89% 1,416.81% (9.03)% 648
Alphabet Inc. Class C GOOG COMMUNICATIONS/INTERNET 1,077.48% 1,142.82% (5.72)% 559
Berkshire Hathaway Inc Class B BRK.B FINANCE/INSURANCE 875.61% 840.64% 4.16% 495
Meta Platforms Inc META COMMUNICATIONS/INTERNET 790.80% 913.00% (13.38)% 609
VANGUARD 500 INDEX FUND-ETF Shares VOO FINANCE/GENERAL FINANCE 762.55% 611.80% 24.64% 241
VISA Inc V FINANCE/CONSUMER FINANCE 748.35% 813.96% (8.06)% 550
Stock Symbol Industry/Sector % Increase in 13F filer ownership Aggregate Market Value # of 13F Filers 13F Filer w/largest holding
BTC iShares U.S. Treasury Bond ETF GOVT FINANCE/GENERAL FINANCE 35.90% $21,633,808,648.00 524 BANK OF AMERICA CORP
Ginkgo Bioworks Holdings, Inc DNA HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES 9.21% $2,676,634,428.00 257 BAILLIE GIFFORD & COMPANY
Rivian Automotive Inc RIVN CONSUMER DISCRETIONARY/AUTOMOBILES & MOTORCYCLES 8.52% $20,255,435,169.00 533 AMAZON COM INC
Teva Pharmaceutical Industries ... TEVA HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES 7.12% $4,406,761,412.00 404 CAPITAL RESEARCH GLOBAL INVESTORS
VANGUARD TOTAL BOND MARKET INDE... BND FINANCE/GENERAL FINANCE 5.83% $45,907,562,765.00 1,054 JPMORGAN CHASE & COMPANY
PG&E Corp. (Pacific Gas & Elect... PCG UTILITIES AND TELECOMMUNICATIONS/UTILITIES - MULTILINE 4.79% $20,736,833,743.00 413 VANGUARD GROUP INC
Yamana Gold Inc. AUY MATERIALS/GOLD & SILVER 4.71% $2,553,204,076.00 266 VAN ECK ASSOCIATES CORP
TELUS Corp. Non-Voting Shares TU UTILITIES AND TELECOMMUNICATIONS/TELEPHONE 4.35% $14,245,621,920.00 296 ROYAL BANK OF CANADA
ICICI Bank Ltd. ADS ADR IBN FINANCE/BANKS 4.32% $11,448,955,620.00 374 GQG PARTNERS LLC
Petroleo Brasileiro SA (Petrobr... PBR ENERGY/OIL & GAS PRODUCTION 4.21% $9,777,264,029.00 390 GQG PARTNERS LLC
These numbers may be skewed by stock splits or reverse splits.
Stock Symbol Industry/Sector % Increase in 13F filer ownership Aggregate Market Value # of 13F Filers 13F Filer w/largest holding
Snap Inc Class A SNAP UTILITIES AND TELECOMMUNICATIONS/TELEPHONE (19.90)% $7,116,402,531.00 541 FMR LLC
Alphabet Inc. Class A GOOGL COMMUNICATIONS/INTERNET (16.06)% $444,246,013,840.00 3,475 VANGUARD GROUP INC
Marathon Oil Corp. (1901) (old ... MRO ENERGY/INTEGRATED OIL & GAS (15.62)% $9,950,606,428.00 687 VANGUARD GROUP INC
Southwestern Energy Co. SWN ENERGY/OIL & GAS PRODUCTION (14.85)% $5,017,239,767.00 442 VANGUARD GROUP INC
Amcor Ltd AMCR MATERIALS/WOOD & PAPER (14.83)% $6,344,589,710.00 521 BlackRock Inc.
Raytheon Technologies Corp. (Un... RTX INDUSTRIALS/AEROSPACE & DEFENSE (14.73)% $84,741,104,592.00 2,067 VANGUARD GROUP INC
Fortinet Inc FTNT INFORMATION TECHNOLOGY/COMMUNICATIONS EQUIPMENT (14.16)% $21,851,464,846.00 821 VANGUARD GROUP INC
HP Inc HPQ INFORMATION TECHNOLOGY/COMPUTERS & PERIPHERALS (13.54)% $17,893,054,700.00 910 BERKSHIRE HATHAWAY INC
Alphabet Inc. Class C GOOG COMMUNICATIONS/INTERNET (12.57)% $329,435,563,634.00 3,090 VANGUARD GROUP INC
Kinder Morgan Inc. (DE) KMI UTILITIES AND TELECOMMUNICATIONS/UTILITIES - GAS (12.16)% $19,952,156,039.00 1,203 BlackRock Inc.
These numbers may be skewed by stock splits or reverse splits.

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