Fund HoldingsJ.Safra Asset Management Corp

Total Portfolio Value
$1.05B
Total Bought
$143.66M
Total Sold
$82.29M
Net Transaction
+$61.36M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
INVESCO EXCHANGE TRADED FUND TRUST INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
0217,889+217,889038,9873.70%+38,987
SPDR S&P 500 ETF TRUST(SPY)129,475188,769+59,29470,463107,87610.25%+37,413
SELECT SECTOR SPDR TRUST THE HEALTH CARE SELECT SECTOR SPDR FUND
ST STR CARE ETF
429,496456,537+27,04162,59969,8596.64%+7,260
SELECT SECTOR SPDR TRUST THE FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
01,469,466+1,469,466066,3466.30%+66,346
SPDR GOLD TR GOLD SHS(GLD)030,816+30,81607,5510.72%+7,551
SELECT SECTOR SPDR TRUST THE UTILITIES SELECT SECTOR SPDR TRUST
ST STR UTIL ETF
488,635499,928+11,29333,29640,2043.82%+6,909
SPDR S&P DIVIDEND ETF
ST STR SP DIV
0343,927+343,927048,7314.63%+48,731
SELECT SECTOR SPDR TRUST THE INDUSTRIAL SELECT SECTOR SPDR FUND
ST STR INDL ETF
0367,839+367,839049,5964.71%+49,596
SPDR SER TR S&P BIOTECH ETF
ST STR SP BIOT
052,087+52,08705,1270.49%+5,127
SELECT SECTOR SPDR TRUST THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
ST STR SVC ETF
713,077728,670+15,59361,08265,5886.23%+4,505
SECTOR SPDR TRUST SBI CONSUMER STAPLES
ST STR STAPL ETF
308,423313,726+5,30323,61926,0462.47%+2,427
SELECT SECTOR SPDR TRUST THE TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
0396,916+396,916089,3468.49%+89,346
ISHARES TRUST ISHARES J P MORGAN USD EMERGING MARKETS BOND ETF089,551+89,55108,3660.79%+8,366
NVIDIA CORP(NVDA)20,31027,179+6,8692,5093,3000.31%+790
VANECK ETF TR VANECK PHARMACEUTICAL ETF
PHARMACEUTCL ETF
73,60978,756+5,1476,7347,4690.71%+735
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF097,573+97,57307,8410.74%+7,841
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF057,762+57,76206,5420.62%+6,542
SELECT SECTOR SPDR FUND SHS BEN INT MATERIALS
ST STR MATER ETF
048,230+48,23004,6740.44%+4,674
MICROSOFT CORP(MSFT)6,4877,978+1,4912,8993,4150.32%+515
ISHARES CORE U S AGGREGATE BD ETF036,063+36,06303,6600.35%+3,660
META PLATFORMS INC CLASS A COMMON STOCK(META)9611,520+5594858620.08%+378
BROADCOM INC COMMON STOCK(AVGO)2754,581+4,3064427910.08%+350
ISHARES TRUST ISHARES ESG AWARE 1 5 YR USD CORPORATE BOND ETF
ESG AWRE 1 5 YR
27,68739,506+11,8196789960.09%+317
NUVEEN ESG ESG LARGE CAP GROWTH ETF
NUVEEN ESG LRGCP
8,00811,113+3,1056509170.09%+267
ALPHABET INC CLASS A COMMON STOCK(GOOG)5,5227,693+2,1711,0061,2610.12%+255
UBER TECHNOLOGIES INC COMMON STOCK(UBER)2,8235,859+3,0362054440.04%+239
ALPHABET INC CLASS C CAPITAL STOCK(GOOG)3,1174,702+1,5855727770.07%+205
ROKU INC CLASS A COMMON STOCK(ROKU)2,5104,666+2,1561503470.03%+197
INVESCO EXCHANGE TRADED FD TR II SR LN ETF
SR LN ETF
120,636130,158+9,5222,5382,7280.26%+190
UNITEDHEALTH GROUP INC(UNH)1,1701,348+1785967840.07%+189
BUILDERS FIRSTSOURCE INC COMMON STOCK(BLDR)4321,208+776602350.02%+175
QUEST DIAGNOSTICS INC(DGX)01,087+1,08701680.02%+168
TAIWAN SEMICONDUCTOR MFG CO LTD-SPONSORED ADR REPSTG 5 COM(TSM)1,3762,199+8232393910.04%+152
SPDR SERIES TRUST SPDR S&P 500 ESG ETF
SPDR S&P 500 ESG
6,0108,363+2,3533194640.04%+145
PHILIP MORRIS INTERNATIONAL INC(PM)1,1712,010+8391192420.02%+124
INTERNATIONAL BUSINESS MACHINES CORP(IBM)0556+55601230.01%+123
ELI LILLY & CO(LLY)698859+1616327540.07%+122
SEAGATE TECHNOLOGY HOLDINGS PLC ORDINARY SHARES
ORD SHS
01,075+1,07501170.01%+117
BOSTON SCIENTIFIC CORP(BSX)1,6542,923+1,2691272440.02%+116
CARVANA CO CLASS A COMMON STOCK(CVNA)6841,169+485881980.02%+110
ORACLE CORPORATION(ORCL)1,5951,965+3702253320.03%+106
APOLLO GLOBAL MANAGEMENT INC COMMON STOCK(APO)1,0161,782+7661202240.02%+104
HOME DEPOT INC(HD)9661,091+1253334360.04%+103
SEA LIMITED AMERICAN DEPOSITARY SHS EACH RPRSNTNG ONE CL A ORD SHARE(SE)2,1242,687+5631522530.02%+102
CONSTELLATION ENERGY CORPORATION COMMON STOCK(CEG)0386+3860990.01%+99
PUBLIC STORAGE(PSA)0425+42501520.01%+152
VISA INC CL A COMMON STOCK(V)2,1412,372+2315626530.06%+91
ISHARES TRUST ISHARES SHORT TREASURY BOND ETF0805+8050890.01%+89
VAXCYTE INC COMMON STOCK(PCVX)01,171+1,17101320.01%+132
NEXTERA ENERGY INC(NEE)3,6534,077+4242593450.03%+86
T MOBILE US INC(TMUS)8781,171+2931552400.02%+86
CORNING INC(GLW)01,867+1,8670840.01%+84
JPMORGAN CHASE & CO(JPM)3,1813,452+2716437270.07%+83
ACCENTURE PLC IRELAND SHS CL A
SHS CLASS A
1,0151,118+1033083910.04%+83
FLEX LTD ORDINARY SHARES(FLEX)2,9455,047+2,102871690.02%+83
STARBUCKS CORP(SBUX)0819+8190800.01%+80
CARRIER GLOBAL CORPORATION COMMON STOCK(CARR)1,9022,430+5281201960.02%+76
NETFLIX INC COM(NFLX)137237+100921680.02%+75
ON SEMICONDUCTOR CORP(ON)1,2832,192+909881630.02%+75
LOCKHEED MARTIN CORP(LMT)259335+761211950.02%+74
ABBVIE INC(ABBV)1,1761,413+2372022750.03%+74
SS&C TECHNOLOGIES HOLDINGS INC(SSNC)0994+9940730.01%+73
AMERICAN HEALTHCARE REIT INC COMMON STOCK(AHR)02,668+2,6680700.01%+70
MCDONALDS CORP(MCD)471612+1411201860.02%+66
LOWES COMPANIES INC(LOW)275466+191611240.01%+64
EXXON MOBIL CORP4,1524,643+4914785380.05%+60
MARVELL TECHNOLOGY INC COMMON STOCK(MRVL)1,1651,987+822811410.01%+60
NXP SEMICONDUCTORS N V
COM
388664+2761041630.02%+58
SERVICENOW INC COM(NOW)125175+50981540.01%+56
FIRST SOLAR INC(FSLR)258441+183581130.01%+55
COCA COLA COMPANY (THE)(KO)1,8542,403+5491181730.02%+55
GOLDMAN SACHS GROUP INC(GS)268345+771211720.02%+51
REPUBLIC SERVICES INC(RSG)755979+2241471950.02%+48
FLOOR & DECOR HOLDINGS INC CLASS A COMMON STOCK(FND)0738+7380910.01%+91
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK(GEHC)0511+5110470.00%+47
INTERCONTINENTAL EXCHANGE INC(ICE)656852+196901350.01%+45
NORTHROP GRUMMAN CORP(NOC)0470+47002480.02%+248
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF9631,344+381781190.01%+41
GENPACT LIMITED
SHS
01,169+1,1690450.00%+45
PERFORMANCE FOOD GROUP COMPANY COM(PFGC)0554+5540430.00%+43
BWX TECHNOLOGIES INC COM(BWXT)8761,134+258831230.01%+40
TJX COMPANIES INC NEW(TJX)01,758+1,75802070.02%+207
BLACKROCK INC(BLK)0113+11301070.01%+107
PEPSICO INC COMMON STOCK(PEP)9501,151+2011571960.02%+39
TEXAS INSTRUMENTS INCORPORATED(TXN)729862+1331421800.02%+38
LAUREATE EDUCATION INC COMMON STOCK(LAUR)02,520+2,5200420.00%+42
TARGET CORP(TGT)675877+2021001360.01%+36
WASTE MANAGEMENT INC DEL(WM)691892+2011471830.02%+36
ARES MANAGEMENT CORPORATION CLASS A COMMON STOCK(ARES)813919+1061081440.01%+36
ARGENX SE AMERICAN DEPOSITARY SHARES(ARGX)0122+1220650.01%+65
CIENA CORPORATION(CIEN)0626+6260390.00%+39
CHEVRON CORPORATION(CVX)1,0441,355+3111631970.02%+34
FIRSTCASH HOLDINGS INC COMMON STOCK(FCFS)0327+3270370.00%+37
TRACTOR SUPPLY CO(TSCO)327426+99881220.01%+34
AON PLC CLASS A ORDINARY SHARES(AON)0618+61802150.02%+215
INSIGHT ENTERPRISES INC(NSIT)0174+1740370.00%+37
PROCTER & GAMBLE CO(PG)821967+1461351680.02%+32
US FOODS HOLDING CORP COM(USFD)0582+5820350.00%+35
INTAPP INC COMMON STOCK(INTA)01,209+1,2090570.01%+57
WALMART INC COMMON STOCK(WMT)02,517+2,51702010.02%+201
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