13F Statistics for 12/31/2022

Stock Symbol Industry/Sector # of 13F Filers 13F Filer w/largest holding
Apple Inc AAPL INFORMATION TECHNOLOGY/COMPUTERS & PERIPHERALS 4160 VANGUARD GROUP INC
SPDR S&P 500 ETF TRUST SPY FINANCE/GENERAL FINANCE 3016 JPMORGAN CHASE & COMPANY
Meta Platforms Inc META COMMUNICATIONS/INTERNET 2558 VANGUARD GROUP INC
Tesla Inc TSLA CONSUMER DISCRETIONARY/AUTOMOBILES AND MOTORCYCLES 2290 VANGUARD GROUP INC
Microsoft Corp. MSFT INFORMATION TECHNOLOGY/SOFTWARE 4289 VANGUARD GROUP INC
Taitron Components Inc, Class A TAIT INFORMATION TECHNOLOGY/ELECTRONIC EQUIPMENT 12 RENAISSANCE TECHNOLOGIES LLC
Amazon.com Inc. AMZN CONSUMER DISCRETIONARY/RETAIL - INTERNET & MEDIA 3780 VANGUARD GROUP INC
ProShares UltraShort Silver ZSL FINANCE/GENERAL FINANCE 12 JANE STREET GROUP, LLC
Micron Technology, Inc. MU INFORMATION TECHNOLOGY/SEMICONDUCTORS 1120 VANGUARD GROUP INC
Bausch Health Companies BHC HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES 248 ICAHN CARL C
Stock Symbol Industry/Sector Aggregate Market Value # of 13F Filers 13F Filer w/largest holding
Microsoft Corp. MSFT INFORMATION TECHNOLOGY/SOFTWARE $1,247,209,545,953 4289 VANGUARD GROUP INC
Apple Inc AAPL INFORMATION TECHNOLOGY/COMPUTERS & PERIPHERALS $1,211,967,753,583 4160 VANGUARD GROUP INC
Amazon.com Inc. AMZN CONSUMER DISCRETIONARY/RETAIL - INTERNET & MEDIA $520,561,727,179 3780 VANGUARD GROUP INC
Alphabet Inc. Class A GOOGL COMMUNICATIONS/INTERNET $433,684,244,393 3562 VANGUARD GROUP INC
UnitedHealth Group Inc. UNH HEALTH CARE/HEALTH CARE SERVICES $428,366,581,835 2903 VANGUARD GROUP INC
VISA Inc V FINANCE/CONSUMER FINANCE $318,998,386,610 3146 VANGUARD GROUP INC
Alphabet Inc. Class C GOOG COMMUNICATIONS/INTERNET $318,059,024,058 3156 VANGUARD GROUP INC
Johnson & Johnson Co. JNJ HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES $316,848,810,531 3477 VANGUARD GROUP INC
Lilly (Eli) & Co. LLY HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES $285,716,906,146 2461 LILLY ENDOWMENT INC
JPMorgan Chase & Co. (Chemical ... JPM FINANCE/BANKS $273,239,164,236 3313 VANGUARD GROUP INC
Stock Symbol Industry/Sector Aggregate Market Value # of 13F Filers 13F Filer w/largest holding
Microsoft Corp. MSFT INFORMATION TECHNOLOGY/SOFTWARE $1,247,209,545,953 4,289 VANGUARD GROUP INC
Apple Inc AAPL INFORMATION TECHNOLOGY/COMPUTERS & PERIPHERALS $1,211,967,753,583 4,160 VANGUARD GROUP INC
Amazon.com Inc. AMZN CONSUMER DISCRETIONARY/RETAIL - INTERNET & MEDIA $520,561,727,179 3,780 VANGUARD GROUP INC
Alphabet Inc. Class A GOOGL COMMUNICATIONS/INTERNET $433,684,244,393 3,562 VANGUARD GROUP INC
Johnson & Johnson Co. JNJ HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES $316,848,810,531 3,477 VANGUARD GROUP INC
JPMorgan Chase & Co. (Chemical ... JPM FINANCE/BANKS $273,239,164,236 3,313 VANGUARD GROUP INC
Berkshire Hathaway Inc Class B BRK.B FINANCE/INSURANCE $254,930,795,448 3,288 VANGUARD GROUP INC
ExxonMobil Corp. (Standard Oil ... XOM ENERGY/INTEGRATED OIL & GAS $264,779,937,168 3,257 VANGUARD GROUP INC
Alphabet Inc. Class C GOOG COMMUNICATIONS/INTERNET $318,059,024,058 3,156 VANGUARD GROUP INC
VISA Inc V FINANCE/CONSUMER FINANCE $318,998,386,610 3,146 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 13,653.43% 14,740.86% (7.38)% 4,202
Microsoft Corp. MSFT INFORMATION TECHNOLOGY/SOFTWARE 11,792.99% 12,011.14% (1.82)% 4,331
SPDR S&P 500 ETF TRUST SPY FINANCE/GENERAL FINANCE 8,618.03% 7,822.16% 10.17% 3,047
iShares Core S&P 500 ETF- IVV FINANCE/GENERAL FINANCE 8,458.45% 7,942.36% 6.50% 2,468
Amazon.com Inc. AMZN CONSUMER DISCRETIONARY/RETAIL - INTERNET & MEDIA 5,529.40% 7,395.66% (25.23)% 3,818
VANGUARD TOTAL STOCK MARKET IND... VTI FINANCE/GENERAL FINANCE 5,418.41% 5,175.16% 4.70% 2,111
VANGUARD 500 INDEX FUND-ETF Shares VOO FINANCE/GENERAL FINANCE 5,174.97% 4,979.26% 3.93% 2,075
Berkshire Hathaway Inc Class B BRK.B FINANCE/INSURANCE 5,099.54% 4,500.60% 13.31% 3,322
Alphabet Inc. Class A GOOGL COMMUNICATIONS/INTERNET 4,845.72% 5,380.19% (9.93)% 3,594
Johnson & Johnson Co. JNJ HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES 3,973.51% 3,811.61% 4.25% 3,513

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
Fluence Energy Inc FLNC UTILITIES AND TELECOMMUNICATIONS/UTILITIES - ELECTRIC 154.10% 8.14% 1,793.86% 162
Turing Holding Corp TWKS INFORMATION TECHNOLOGY/SOFTWARE 30.02% 1.93% 1,458.68% 139
Comtech Telecommunications Corp. CMTL INFORMATION TECHNOLOGY/COMMUNICATIONS EQUIPMENT 92.05% 8.83% 942.00% 147
Myovant Sciences Ltd MYOV HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES 61.50% 6.06% 914.43% 146
Global Net Lease Inc GNL REAL ESTATE/REAL ESTATE INVESTMENT TRUSTS 111.11% 12.00% 826.03% 269
Viking Therapeutics Inc VKTX HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES 19.17% 2.09% 817.15% 140
Navient Corp NAVI FINANCE/GENERAL FINANCE 112.63% 14.71% 665.64% 273
HUTCHMED (China) Ltd HCM HEALTH CARE/PHARMACEUTICALS 18.00% 2.52% 614.52% 123
Yandex N.V. YNDX COMMUNICATIONS/INTERNET 111.54% 16.37% 581.22% 243
Innovator U.S. Equity Power Buf... PNOV FINANCE/GENERAL FINANCE 97.98% 14.42% 579.31% 133

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
Tusimple Holdings Inc TSP INFORMATION TECHNOLOGY/SOFTWARE 1.26% 104.94% (98.80)% 184
Relmada Therapeutics Inc RLMD HEALTH CARE/PHARMACEUTICALS 2.14% 50.71% (95.78)% 163
Biohaven Pharmaceutical Holding... BHVN HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES 14.32% 324.59% (95.59)% 223
Eiger BioPharmaceuticals Inc EIGR HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES 1.95% 32.43% (93.97)% 105
Gossamer Bio Inc GOSS HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES 4.68% 51.99% (90.99)% 173
LION ELECTRIC CO LEV INFORMATION TECHNOLOGY/ELECTRONIC EQUIPMENT 3.08% 31.06% (90.08)% 110
Certara, Inc. CERT INFORMATION TECHNOLOGY/SOFTWARE 12.23% 113.42% (89.22)% 223
Compute Health Acquisition Corp CPUH FINANCE/GENERAL FINANCE 3.17% 27.16% (88.31)% 120
Inotiv Inc NOTV HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES 2.23% 18.78% (88.12)% 108
U-Haul Holding Company UHAL TRANSPORTS/TRUCKING 14.12% 89.47% (84.22)% 313
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 2,249.15% 2,332.59% (3.58)% 770
SPDR S&P 500 ETF TRUST SPY FINANCE/GENERAL FINANCE 1,763.28% 1,651.40% 6.77% 446
Apple Inc AAPL INFORMATION TECHNOLOGY/COMPUTERS & PERIPHERALS 1,637.94% 1,783.40% (8.16)% 619
Amazon.com Inc. AMZN CONSUMER DISCRETIONARY/RETAIL - INTERNET & MEDIA 1,590.52% 2,154.40% (26.17)% 726
Alphabet Inc. Class A GOOGL COMMUNICATIONS/INTERNET 1,203.60% 1,271.23% (5.32)% 658
Berkshire Hathaway Inc Class B BRK.B FINANCE/INSURANCE 972.01% 925.52% 5.02% 479
Alphabet Inc. Class C GOOG COMMUNICATIONS/INTERNET 968.95% 1,050.36% (7.75)% 553
Meta Platforms Inc META COMMUNICATIONS/INTERNET 877.08% 776.87% 12.90% 611
VISA Inc V FINANCE/CONSUMER FINANCE 872.18% 734.23% 18.79% 547
Mastercard Inc MA FINANCE/CONSUMER FINANCE 782.45% 645.27% 21.26% 475
Stock Symbol Industry/Sector % Increase in 13F filer ownership Aggregate Market Value # of 13F Filers 13F Filer w/largest holding
Broadmark Realty Cap Inc Warrants BRMKW REAL ESTATE/REAL ESTATE INVESTMENT TRUSTS 5,570.10% $34,212.00 19 BLUECREST CAPITAL MANAGEMENT LTD
Vintage Wine Estates Inc VWEWW / 3,723.95% $6,379,045.00 21 BLUECREST CAPITAL MANAGEMENT LTD
ProLogis, Inc. PLD REAL ESTATE/REAL ESTATE INVESTMENT TRUSTS 20.30% $94,773,470,458.00 1,219 VANGUARD GROUP INC
Charles Schwab Corp SCHW FINANCE/GENERAL FINANCE 16.14% $129,022,479,265.00 1,506 TORONTO DOMINION BANK
ICICI Bank Ltd. ADS ADR IBN FINANCE/BANKS 13.25% $13,781,011,263.00 434 WCM INVESTMENT MANAGEMENT, LLC
Ginkgo Bioworks Holdings, Inc DNA HEALTH CARE/BIOTECHNOLOGY & LIFE SCIENCES 12.81% $1,668,296,199.00 301 BAILLIE GIFFORD & COMPANY
Tesla Inc TSLA CONSUMER DISCRETIONARY/AUTOMOBILES AND MOTORCYCLES 12.71% $192,999,712,679.00 2,290 VANGUARD GROUP INC
Lucid Group Inc LCID CONSUMER DISCRETIONARY/AUTOMOBILES & MOTORCYCLES 11.54% $9,039,147,569.00 424 PUBLIC INVESTMENT FUND
UBS Group AG ADR UBS FINANCE/BANKS 9.86% $23,521,688,572.00 347 DODGE & COX
Deutsche Bank AG (NYSE) ADR DB FINANCE/BANKS 9.74% $6,476,184,541.00 209 AMUNDI
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
Brookfield Corporation BN REAL ESTATE/REAL ESTATE MANAGEMENT & DEVELOPMENT (24.64)% $29,240,502,641.00 603 BROOKFIELD Corp
Schwab International Equity ETF- SCHF FINANCE/GENERAL FINANCE (15.72)% $19,728,069,305.00 899 FINANCIAL ENGINES ADVISORS L.L.C.
iShares U.S. Treasury Bond ETF- GOVT FINANCE/GENERAL FINANCE (10.14)% $20,040,326,430.00 563 BANK OF AMERICA CORP
Banco Bradesco S.A. ADR BBD FINANCE/BANKS (9.45)% $2,232,438,938.00 205 SPRUCEGROVE INVESTMENT MANAGEMENT LTD
Stellantis NV STLA CONSUMER DISCRETIONARY/AUTOMOBILES AND MOTORCYCLES (8.01)% $13,636,295,648.00 327 BPIFRANCE SA
iShares Core S&P 500 ETF- IVV FINANCE/GENERAL FINANCE (7.52)% $186,027,642,947.00 2,444 BlackRock Inc.
Petroleo Brasileiro SA (Petrobr... PBR ENERGY/OIL & GAS PRODUCTION (7.02)% $8,052,213,031.00 381 GQG PARTNERS LLC
SPDR S&P 500 ETF TRUST SPY FINANCE/GENERAL FINANCE (6.33)% $230,026,041,157.00 3,016 JPMORGAN CHASE & COMPANY
VANGUARD TOTAL BOND MARKET INDE... BND FINANCE/GENERAL FINANCE (6.30)% $44,760,633,347.00 1,117 JPMORGAN CHASE & COMPANY
iShares MSCI EAFE ETF- EFA FINANCE/GENERAL FINANCE (6.17)% $50,786,180,381.00 1,549 BlackRock Inc.
These numbers may be skewed by stock splits or reverse splits.

Elevate your investments