Fund HoldingsDaiwa Securities Group Inc.

Total Portfolio Value
$17.72M
Total Bought
$3.46M
Total Sold
$1.84M
Net Transaction
+$1.62M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
GLOBAL X FDS
CONSCIOUS COS
012,721,889+12,721,88904612.60%+461
NVIDIA(NVDA)417,422481,090+63,6682184352.45%+217
MICROSOFT(MSFT)1,108,3861,349,137+240,7514175683.20%+151
AMAZON COM(AMZN)1,444,9641,990,533+545,5692343592.03%+125
EQUINIX(EQIX)549,567685,952+136,3854435663.19%+124
META PLATFORMS(META)451,581575,938+124,3571602801.58%+120
ESSEX PPTY TR(ESS)534,964997,792+462,8281332441.38%+112
BROADCOM(AVGO)104,785161,582+56,7971172141.21%+97
ALPHABET INC CAP(GOOG)1,029,5871,571,678+542,0911452371.34%+92
NETFLIX(NFLX)151,200264,062+112,862741600.90%+87
INVESCO QQQ0189,712+189,7120840.48%+84
PUBLIC(PSA)0645,168+645,16801871.06%+187
IRON MTN INC(IRM)4,086,3164,562,165+475,8492863662.06%+80
VICI PPTYS(VICI)8,204,46911,313,497+3,109,0282623371.90%+75
ISHARES TR182,139289,682+107,543931590.90%+66
CAMDEN PPTY TR(CPT)0600,379+600,3790590.33%+59
SNOWFLAKE(SNOW)251,298664,898+413,600501070.61%+57
APPLE(AAPL)2,032,3912,601,162+568,7713914462.52%+55
UDR(UDR)6,108,0777,467,881+1,359,8042342791.58%+45
TESLA(TSLA)541,6491,059,366+517,7171441861.05%+43
GLOBAL X FDS
E COMMERCE ETF
01,652,587+1,652,5870390.22%+39
ICICI BANK(IBN)4,041,1195,102,286+1,061,167961350.76%+38
GLOBAL X FDS
ARTIFICIAL ETF
01,113,079+1,113,0790380.21%+38
REXFORD INDL RLTY(REXR)0793,758+793,7580400.23%+40
ELI LILLY &(LLY)93,420107,114+13,69454830.47%+29
AKAMAI TECHNOLOGIES INC(AKAM)0000280.16%+28
INFOSYS LTD(INFY)2,036,2003,585,850+1,549,65037640.36%+27
STAG INDL(STAG)669,3931,268,181+598,78826490.28%+22
WELLTOWER(WELL)7,986,4817,937,875-48,6067207424.19%+22
GLOBAL X FDS
AGING POPUL ETF
0700,000+700,0000210.12%+21
LINDE(LIN)58,43091,334+32,90424420.24%+18
SALESFORCE(CRM)166,765203,084+36,31944610.35%+17
ADVANCED MICRO DEVICES(AMD)299,852331,545+31,69344600.34%+16
JPMORGAN CHASE &(JPM)347,197370,120+22,92359740.42%+15
BERKSHIRE HATHAWAY INC132,925146,660+13,73547620.35%+14
AMERICAN TOWER CORP(AMT)01,140,588+1,140,58802251.27%+225
COSTCO WHSL CORP(COST)70,62580,769+10,14447590.33%+13
SUPER MICRO COMPUTER(SMCI)013,251+13,2510130.08%+13
QUALCOMM(QCOM)180,464224,899+44,43527380.21%+12
MERCK & CO(MRK)320,989351,376+30,38735460.26%+11
SNAP INC(SNAP)0000130.07%+13
APPLIED MATLS0145,122+145,1220300.17%+30
CATERPILLAR(CAT)0127,600+127,6000470.26%+47
EXXON MOBIL0408,369+408,3690470.27%+47
MASTERCARD(MA)84,29895,292+10,99436460.26%+10
HOST HOTELS & RESORTS(HST)07,681,284+7,681,28401590.90%+159
VISA INC(V)247,898270,044+22,14666750.43%+10
LAM RESEARCH(LRCX)26,38730,984+4,59721300.17%+9
HOME DEPOT(HD)166,524174,827+8,30358670.38%+9
MICRON TECHNOLOGY(MU)183,921228,293+44,37218270.15%+9
ABBVIE(ABBV)0192,589+192,5890350.20%+35
AXON ENTERPRISE INC(AXON)000090.05%+9
ALLIANT ENERGY CORP(LNT)000080.05%+8
NEXTERA ENERGY(NEE)325,697439,053+113,35620280.16%+8
ALPHABET INC(GOOG)725,853725,380-4731021100.62%+8
ARISTA NETWORKS046,814+46,8140140.08%+14
UBER TECHNOLOGIES(UBER)323,843361,551+37,70820280.16%+8
BLOCK(XYZ)0127,001+127,0010110.06%+11
PROCTER AND GAMBLE(PG)0329,249+329,2490530.30%+53
PEPSICO(PEP)0250,052+250,0520440.25%+44
INTEL(INTC)733,9731,269,938+535,96549560.32%+7
VERIS RESIDENTIAL0507,104+507,104080.04%+8
DISNEY WALT(DIS)244,777269,158+24,38126330.19%+7
EQUITY RESIDENTIAL(EQR)0245,812+245,8120160.09%+16
HIGHWOODS PPTYS(HIW)2,328,3822,287,432-40,95053600.34%+6
ALEXANDRIA REAL ESTATE EQ0111,279+111,2790140.08%+14
EATON CORP(ETN)075,486+75,4860240.13%+24
INTERNATIONAL BUSINESS(IBM)159,094168,966+9,87226320.18%+6
INTUIT(INTU)48,48656,218+7,73230370.21%+6
INTUITIVE SURGICAL068,245+68,2450270.15%+27
KITE RLTY GROUP(KRG)0352,219+352,219080.04%+8
NXP SEMICONDUCTORS N
COM
50,00870,576+20,56811170.10%+6
MAKEMYTRIP LIMITED MAURITIUS(MMYT)0000110.06%+11
CADENCE DESIGN SYSTEM(CDNS)084,112+84,1120260.15%+26
INTERDIGITAL INC(IDCC)00025310.17%+6
CISCO SYS(CSCO)0869,982+869,9820430.25%+43
AMERICAN EXPRESS(AXP)135,483135,838+35525310.17%+6
CARETRUST REIT(CTRE)0256,866+256,866060.04%+6
INVESCO EXCH TRADED FD0765,500+765,5000150.08%+15
PROGRESS SOFTWARE CORP(PRGS)0000140.08%+14
AAON INC COM061,388+61,388050.03%+5
APPLOVIN CORP(APP)0167,293+167,2930120.07%+12
CONSTELLATION ENERGY(CEG)056,818+56,8180110.06%+11
SL GREEN RLTY(SLG)0113,028+113,028060.04%+6
KLA(KLAC)027,220+27,2200190.11%+19
ESSENTIAL PPTYS RLTY TR0241,386+241,386060.04%+6
JOHNSON &(JNJ)0327,580+327,5800520.29%+52
COCA COLA(KO)0525,690+525,6900320.18%+32
JOHNSON CTLS INTL
SHS
0169,781+169,7810110.06%+11
TRAVELERS COMPANIES(TRV)097,385+97,3850220.13%+22
GOLDMAN SACHS GROUP(GS)102,299106,126+3,82739440.25%+5
ORACLE(ORCL)0163,366+163,3660210.12%+21
SPDR S&P 500 ETF
CALL
0250+250050.03%+5
BANK AMERICA756,897811,294+54,39726310.17%+5
WELLS FARGO CO(WFC)332,895358,715+25,82016210.12%+4
PROGRESSIVE(PGR)061,809+61,8090130.07%+13
SPDR DOW JONES INDL(DIA)36,29844,635+8,33714180.10%+4
CHEVRON CORP(CVX)0249,039+249,0390390.22%+39
MARRIOTT VACATIONS WORLDWIDE(VAC)000040.02%+4
PINTEREST(PINS)0149,303+149,303050.03%+5
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