Fund HoldingsGUGGENHEIM CAPITAL LLC

Total Portfolio Value
$13.23B
Total Bought
$1.74B
Total Sold
$805.22M
Net Transaction
+$938.91M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
BROADCOM INC(AVGO)0205,312+205,3120229,1791.73%+229,179
MICROSOFT CORP(MSFT)01,148,303+1,148,3030431,8083.26%+431,808
SPDR S&P 500 ETF TR(SPY)0145,642+145,642069,2250.52%+69,225
META PLATFORMS INC(META)0524,289+524,2890185,5771.40%+185,577
APPLE INC(AAPL)02,243,355+2,243,3550431,9133.26%+431,913
TESLA INC(TSLA)0581,527+581,5270144,4981.09%+144,498
ADVANCED MICRO DEVICES INC(AMD)514,181565,581+51,40052,86883,3720.63%+30,504
AMAZON COM INC(AMZN)01,494,461+1,494,4610227,0681.72%+227,068
QUALCOMM INC(QCOM)765,525770,454+4,92985,019111,4310.84%+26,412
INTEL CORP(INTC)1,616,4651,658,540+42,07557,46583,3420.63%+25,876
COSTCO WHSL CORP NEW(COST)150,231164,149+13,91884,875108,3510.82%+23,477
NVIDIA CORPORATION(NVDA)0486,671+486,6710241,0091.82%+241,009
NETFLIX INC(NFLX)0128,522+128,522062,5750.47%+62,575
PALO ALTO NETWORKS INC(PANW)183,612210,027+26,41543,04661,9330.47%+18,887
ADOBE INC(ADBE)161,805168,264+6,45982,504100,3860.76%+17,882
BOOKING HOLDINGS INC(BKNG)13,40116,239+2,83841,32857,6030.44%+16,275
APPLIED MATLS INC0528,325+528,325085,6260.65%+85,626
BUNGE GLOBAL SA(BG)0155,973+155,973015,7450.12%+15,745
ROPER TECHNOLOGIES INC(ROP)034,187+34,187018,6380.14%+18,638
VISA INC(V)0233,524+233,524060,7980.46%+60,798
INTUIT(INTU)75,33783,812+8,47538,49352,3850.40%+13,892
VERTEX PHARMACEUTICALS INC(VRTX)0171,662+171,662069,8480.53%+69,848
LULULEMON ATHLETICA INC(LULU)42,01458,047+16,03316,20129,6790.22%+13,478
T-MOBILE US INC(TMUS)355,911394,295+38,38449,84563,2170.48%+13,372
WASTE MGMT INC DEL(WM)0320,789+320,789057,4530.43%+57,453
SALESFORCE INC(CRM)0139,862+139,862036,8030.28%+36,803
PROLOGIS INC.(PLD)0523,540+523,540069,7880.53%+69,788
LOWES COS INC(LOW)0227,783+227,783050,6930.38%+50,693
LAM RESEARCH CORP(LRCX)0106,377+106,377083,3210.63%+83,321
PDD HOLDINGS INC(PDD)146,714169,951+23,23714,38824,8660.19%+10,477
HONEYWELL INTL INC(HON)0333,607+333,607069,9610.53%+69,961
SERVICENOW INC(NOW)065,729+65,729046,4370.35%+46,437
PEPSICO INC(PEP)0593,133+593,1330100,7380.76%+100,738
SHERWIN WILLIAMS CO(SHW)0161,031+161,031050,2260.38%+50,226
MCDONALDS CORP(MCD)0188,438+188,438055,8740.42%+55,874
ALEXANDRIA REAL ESTATE EQ IN0218,646+218,646027,7180.21%+27,718
DOORDASH INC(DASH)098,231+98,23109,7140.07%+9,714
CROWDSTRIKE HLDGS INC(CRWD)53,86869,897+16,0299,01617,8460.13%+8,830
INTUITIVE SURGICAL INC0100,760+100,760033,9920.26%+33,992
BERKSHIRE HATHAWAY INC DEL082,085+82,085029,2760.22%+29,276
KLA CORP(KLAC)069,778+69,778040,5620.31%+40,562
MICRON TECHNOLOGY INC(MU)424,734432,778+8,04428,89536,9330.28%+8,039
ANALOG DEVICES INC(ADI)0194,801+194,801038,6800.29%+38,680
SPDR S&P 500 ETF TR(SPY)(Call)066,800+66,800031,751+31,751
SPDR S&P 500 ETF TR(SPY)(Put)066,800+66,800031,751+31,751
ZOETIS INC(ZTS)180,733199,564+18,83131,44439,3880.30%+7,944
CDW CORP(CDW)039,204+39,20408,9120.07%+8,912
INTERNATIONAL BUSINESS MACHS(IBM)396,814387,788-9,02655,67363,4230.48%+7,750
MONGODB INC(MDB)022,221+22,22109,0850.07%+9,085
VICI PPTYS INC(VICI)0808,769+808,769025,7840.19%+25,784
COCA-COLA EUROPACIFIC PARTNE
SHS
0129,650+129,65008,6530.07%+8,653
SPLUNK INC063,123+63,12309,6170.07%+9,617
UNION PAC CORP(UNP)0201,680+201,680049,5370.37%+49,537
AMERICAN ELEC PWR CO INC0493,975+493,975040,1210.30%+40,121
NXP SEMICONDUCTORS N V
COM
0139,113+139,113031,9510.24%+31,951
MONDELEZ INTL INC(MDLZ)0825,963+825,963059,8250.45%+59,825
DIGITAL RLTY TR INC(DLR)208,487239,735+31,24825,23132,2640.24%+7,032
TARGET CORP(TGT)0214,324+214,324030,5240.23%+30,524
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)059,461+59,46109,5700.07%+9,570
VERIZON COMMUNICATIONS INC(VZ)01,045,921+1,045,921039,4310.30%+39,431
CVS HEALTH CORP(CVS)0378,966+378,966029,9230.23%+29,923
CINTAS CORP(CTAS)048,594+48,594029,2860.22%+29,286
EQUINIX INC(EQIX)068,336+68,336055,0370.42%+55,037
BLACKROCK INC(BLK)039,577+39,577032,1290.24%+32,129
ALPHABET INC(GOOG)01,085,208+1,085,2080151,5931.15%+151,593
S&P GLOBAL INC(SPGI)033,701+33,701014,8460.11%+14,846
FORTINET INC(FTNT)321,053426,652+105,59918,83924,9720.19%+6,133
CADENCE DESIGN SYSTEM INC(CDNS)76,15187,928+11,77717,84223,9490.18%+6,107
JPMORGAN CHASE & CO(JPM)0317,402+317,402053,9900.41%+53,990
AMERICAN TOWER CORP NEW(AMT)0117,051+117,051025,2690.19%+25,269
AUTODESK INC80,53693,026+12,49016,66422,6500.17%+5,986
MERCADOLIBRE INC(MELI)11,96713,418+1,45115,17321,0870.16%+5,914
SUN CMNTYS INC(SUI)0119,837+119,837016,0160.12%+16,016
DEXCOM INC(DXCM)0137,015+137,015017,0020.13%+17,002
ASML HOLDING N V
N Y REGISTRY SHS
027,863+27,863021,0900.16%+21,090
SYNOPSYS INC(SNPS)44,16950,308+6,13920,27225,9040.20%+5,632
SIMON PPTY GROUP INC NEW(SPG)0174,766+174,766024,9290.19%+24,929
BOSTON PROPERTIES INC(BXP)0177,713+177,713012,4700.09%+12,470
REGENERON PHARMACEUTICALS(REGN)39,54142,944+3,40332,54137,7170.28%+5,177
HOST HOTELS & RESORTS INC(HST)0449,156+449,15608,7450.07%+8,745
GOLDMAN SACHS GROUP INC(GS)068,709+68,709026,5060.20%+26,506
KIMCO RLTY CORP(KIM)0556,727+556,727011,8640.09%+11,864
MEDTRONIC PLC(MDT)0492,062+492,062040,5360.31%+40,536
COCA COLA CO(KO)01,212,042+1,212,042071,4260.54%+71,426
KRAFT HEINZ CO(KHC)0687,051+687,051025,4070.19%+25,407
BANK AMERICA CORP0607,344+607,344020,4490.15%+20,449
EXTRA SPACE STORAGE INC(EXR)197,753181,031-16,72224,04329,0250.22%+4,982
MARRIOTT INTL INC NEW(MAR)71,98984,685+12,69614,15019,0970.14%+4,947
WORKDAY INC(WDAY)60,73164,349+3,61813,04817,7640.13%+4,716
PARKER-HANNIFIN CORP(PH)046,935+46,935021,6230.16%+21,623
D R HORTON INC(DHI)044,028+44,02806,6910.05%+6,691
TALOS ENERGY INC(TALO)0326,375+326,37504,6440.04%+4,644
US BANCORP DEL(USB)0354,540+354,540015,3440.12%+15,344
ZSCALER INC(ZS)53,26057,935+4,6758,28712,8360.10%+4,549
SNOWFLAKE INC(SNOW)045,559+45,55909,0660.07%+9,066
AUTOMATIC DATA PROCESSING IN103,969126,623+22,65425,01329,4990.22%+4,486
DATADOG INC(DDOG)92,210106,023+13,8138,39912,8690.10%+4,470
ENOVIS CORPORATION(ENOV)0186,151+186,151010,4280.08%+10,428
DOVER CORP(DOV)071,456+71,456010,9910.08%+10,991
SABRA HEALTH CARE REIT INC(SBRA)0689,329+689,32909,8370.07%+9,837
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