Fund HoldingsWRAPMANAGER INC

Total Portfolio Value
$360.01M
Total Bought
$52.79M
Total Sold
$37.70M
Net Transaction
+$15.09M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR SER TR
ST STR P500GRW
137,980188,667+50,6878,97713,8013.83%+4,824
NVIDIA CORPORATION(NVDA)5,1006,776+1,6762,5266,1231.70%+3,597
AMAZON COM INC(AMZN)50,63458,107+7,4737,69310,4812.91%+2,788
MICROSOFT CORP(MSFT)23,46427,432+3,9688,82411,5413.21%+2,718
SPDR INDEX SHS FDS
ST STR PO EX ETF
213,110267,743+54,6337,2489,5962.67%+2,348
SPDR SER TR
ST SHOR CORP ETF
210,546270,265+59,7196,2708,0462.23%+1,776
SPDR SER TR
ST STR P500VAL
184,193204,856+20,6638,58910,2632.85%+1,674
ISHARES TR
ESG AW MSCI EAFE
82,00897,200+15,1926,1957,7672.16%+1,572
ISHARES TR15,60196,607+81,0064,3245,8681.63%+1,544
ISHARES TR038,794+38,79404,4931.25%+4,493
JPMORGAN CHASE & CO(JPM)12,88317,662+4,7792,1913,5380.98%+1,346
ISHARES TR0158,944+158,944015,5674.32%+15,567
META PLATFORMS INC(META)06,579+6,57903,1950.89%+3,195
UNION PAC CORP(UNP)04,763+4,76301,1710.33%+1,171
APPLE INC(AAPL)26,90635,037+8,1315,1806,0081.67%+828
THERMO FISHER SCIENTIFIC INC(TMO)03,436+3,43601,9970.55%+1,997
ALPHABET INC(GOOG)9,44813,050+3,6021,3201,9700.55%+650
ELI LILLY & CO(LLY)02,228+2,22801,7330.48%+1,733
CATERPILLAR INC(CAT)2,1383,461+1,3236321,2680.35%+636
GRAINGER W W INC(GWW)0601+60106110.17%+611
BANK AMERICA CORP42,65953,798+11,1391,4362,0400.57%+604
ABBOTT LABS20,83125,233+4,4022,2932,8680.80%+575
WELLS FARGO CO NEW(WFC)25,74831,579+5,8311,2671,8300.51%+563
JOHNSON & JOHNSON(JNJ)011,529+11,52901,8240.51%+1,824
VISA INC(V)9,98011,270+1,2902,5983,1450.87%+547
BRISTOL-MYERS SQUIBB CO(BMY)09,903+9,90305370.15%+537
EQUINIX INC(EQIX)0642+64205300.15%+530
ALPHABET INC(GOOG)25,82927,348+1,5193,6404,1641.16%+524
NETFLIX INC(NFLX)03,876+3,87602,3540.65%+2,354
SPDR SER TR
ST INTER BD ETF
458,931476,517+17,58615,06715,5774.33%+511
AIRBNB INC010,262+10,26201,6930.47%+1,693
SALESFORCE INC(CRM)6,8427,371+5291,8002,2200.62%+420
PEPSICO INC(PEP)07,203+7,20301,2610.35%+1,261
CISCO SYS INC(CSCO)020,855+20,85501,0410.29%+1,041
ADVANCED MICRO DEVICES INC(AMD)3,2194,482+1,2634758090.22%+334
MASTERCARD INCORPORATED(MA)5,7195,757+382,4392,7720.77%+333
PROCTER AND GAMBLE CO(PG)09,757+9,75701,5830.44%+1,583
HALOZYME THERAPEUTICS INC(HALO)07,949+7,94903230.09%+323
HONEYWELL INTL INC(HON)6,6778,371+1,6941,4001,7180.48%+318
VERIZON COMMUNICATIONS INC(VZ)037,933+37,93301,5920.44%+1,592
ABBVIE INC(ABBV)11,66611,650-161,8082,1210.59%+314
ISHARES TR
A RATE CP BD ETF
42,66249,811+7,1492,0532,3650.66%+312
HOME DEPOT INC(HD)4,8695,190+3211,6871,9910.55%+304
INTEL CORP(INTC)14,90423,663+8,7597491,0450.29%+296
BANCO MACRO SA(BMA)05,844+5,84402820.08%+282
NEXTERA ENERGY INC(NEE)012,146+12,14607760.22%+776
GRUPO FINANCIERO GALICIA S.A(GGAL)010,039+10,03902550.07%+255
UBER TECHNOLOGIES INC(UBER)03,227+3,22702480.07%+248
NOMURA HLDGS INC(NMR)037,709+37,70902420.07%+242
COSTCO WHSL CORP NEW(COST)01,038+1,03807600.21%+760
MONGODB INC(MDB)0670+67002400.07%+240
HARMONY GOLD MINING CO LTD(HMY)029,374+29,37402400.07%+240
ALPHATEC HLDGS INC(ATEC)017,154+17,15402370.07%+237
PFIZER INC(PFE)032,177+32,17708930.25%+893
REALTY INCOME CORP(O)04,141+4,14102240.06%+224
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,074+1,07402240.06%+224
SEMTECH CORP(SMTC)08,120+8,12002230.06%+223
ASML HOLDING N V
N Y REGISTRY SHS
0229+22902220.06%+222
BERKSHIRE HATHAWAY INC DEL04,087+4,08701,7190.48%+1,719
EATON CORP PLC(ETN)0675+67502110.06%+211
PRICE T ROWE GROUP INC(TROW)01,696+1,69602070.06%+207
MID-AMER APT CMNTYS INC(MAA)01,542+1,54202030.06%+203
DISNEY WALT CO(DIS)03,561+3,56104360.12%+436
ISHARES TR036,453+36,45308520.24%+852
ISHARES TR26,62633,463+6,8376928750.24%+183
ISHARES TR92,840116,393+23,5531,4461,6270.45%+182
ORACLE CORP(ORCL)03,654+3,65404590.13%+459
AVADEL PHARMACEUTICALS PLC010,637+10,63701800.05%+180
ISHARES TR035,834+35,83408350.23%+835
ISHARES TR035,631+35,63108220.23%+822
ISHARES TR26,67833,896+7,2186177920.22%+175
WALMART INC(WMT)011,398+11,39806860.19%+686
ISHARES TR27,93235,375+7,4436207870.22%+167
ISHARES TR26,14533,132+6,9876097730.21%+164
LINDE PLC(LIN)01,333+1,33306190.17%+619
NIKE INC(NKE)06,876+6,87606460.18%+646
ISHARES TR
IBONDS 27 ETF
108,752115,463+6,7112,6022,7480.76%+146
ISHARES TR16,59817,783+1,1856618030.22%+142
SPDR INDEX SHS FDS
ST PORT MARK ETF
0158,241+158,24105,7271.59%+5,727
TRACTOR SUPPLY CO(TSCO)01,714+1,71404490.12%+449
MERCK & CO INC(MRK)04,975+4,97506570.18%+657
COMCAST CORP NEW(CCZ)052,003+52,00302,2540.63%+2,254
ISHARES TR
IBDS DEC28 ETF
96,249101,955+5,7062,4152,5390.71%+124
ISHARES TR105,798112,369+6,5712,4412,5640.71%+124
VANGUARD INDEX FDS3,9093,841-681,2151,3220.37%+107
NOVO-NORDISK A S(NVO)18,76415,910-2,8541,9412,0430.57%+102
HELIOS TECHNOLOGIES INC(HLIO)010,222+10,22204570.13%+457
CHARLES RIV LABS INTL INC(CRL)01,479+1,47904010.11%+401
COCA COLA CO(KO)12,00913,145+1,1367088040.22%+97
SPDR SER TR
ST STR SP400GRW
010,130+10,13008840.25%+884
TEXAS INSTRS INC(TXN)02,027+2,02703530.10%+353
ISHARES TR112,431115,330+2,8992,8012,8890.80%+88
SAP SE(SAP)5,1974,569-6288038910.25%+88
EMBRAER S.A.(EMBJ)011,345+11,34503020.08%+302
VANGUARD INDEX FDS06,728+6,72801,0960.30%+1,096
JFROG LTD(FROG)08,882+8,88203930.11%+393
ISHARES TR110,808113,656+2,8482,7442,8200.78%+76
VANGUARD INDEX FDS3,5903,615+258689430.26%+75
GALLAGHER ARTHUR J & CO(AJG)03,835+3,83509590.27%+959
TESLA INC(TSLA)07,687+7,68701,3510.38%+1,351
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