Fund HoldingsBalentine LLC

Total Portfolio Value
$3.35B
Total Bought
$959.15M
Total Sold
$808.20M
Net Transaction
+$150.95M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
3,215,3467,625,646+4,410,300165,301421,16412.57%+255,864
VANGUARD INDEX FDS01,043,016+1,043,0160250,0747.46%+250,074
VANGUARD INDEX FDS1,220,4331,742,566+522,133379,408599,79117.90%+220,383
NVIDIA CORPORATION(NVDA)46,01662,329+16,31322,78856,3181.68%+33,530
ISHARES TR555,580712,168+156,58855,70871,7222.14%+16,014
META PLATFORMS INC(META)41,96559,109+17,14414,85428,7020.86%+13,848
AMAZON COM INC(AMZN)77,969139,255+61,28611,84725,1190.75%+13,272
MICROSOFT CORP(MSFT)137,465152,955+15,49051,69264,3511.92%+12,659
VANGUARD INDEX FDS165,256193,313+28,05739,20250,2421.50%+11,040
ISHARES TR
MSCI USA QLT FCT
717,556697,952-19,604105,581114,7083.42%+9,127
APPLE INC(AAPL)216,463289,598+73,13541,67649,6601.48%+7,985
ISHARES TR2,388,3672,494,209+105,842237,045244,2837.29%+7,237
ALPHABET INC(GOOG)86,050124,940+38,89012,02018,8570.56%+6,837
ISHARES TR
MSCI INTL QUALTY
01,325,654+1,325,654052,5751.57%+52,575
ELI LILLY & CO(LLY)30,72030,415-30517,90723,6620.71%+5,755
ISHARES TR164,265160,018-4,24778,45884,1262.51%+5,668
ALPHABET INC(GOOG)79,913110,271+30,35811,26216,7900.50%+5,528
ISHARES TR109,829286,631+176,8022,7367,1800.21%+4,444
BROADCOM INC(AVGO)11,17211,619+44712,47115,4000.46%+2,929
TAIWAN SEMICONDUCTOR MFG LTD(TSM)65,00370,167+5,1646,7609,5460.28%+2,786
SPDR SER TR
ST STR P500ETF
045,270+45,27002,7850.08%+2,785
ASML HOLDING N V
N Y REGISTRY SHS
5,9477,067+1,1204,5016,8590.20%+2,357
NOVO-NORDISK A S(NVO)81,30483,179+1,8758,41110,6800.32%+2,269
HOME DEPOT INC(HD)021,780+21,78008,3550.25%+8,355
MASTERCARD INCORPORATED(MA)12,35814,780+2,4225,2717,1180.21%+1,847
MERCK & CO INC(MRK)089,541+89,541011,8150.35%+11,815
ISHARES TR064,847+64,84707,9880.24%+7,988
ABBVIE INC(ABBV)35,82339,171+3,3485,5517,1330.21%+1,582
ISHARES TR47,63248,692+1,06013,03914,6110.44%+1,573
COCA COLA CO(KO)94,753115,920+21,1675,5847,0920.21%+1,508
APPLIED MATLS INC19,26322,007+2,7443,1224,5380.14%+1,417
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
049,015+49,01501,4120.04%+1,412
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
043,243+43,24301,4050.04%+1,405
VANGUARD INDEX FDS25,30925,738+42911,05512,3720.37%+1,317
COSTCO WHSL CORP NEW(COST)8,3989,277+8795,5436,7960.20%+1,253
NETFLIX INC(NFLX)7,5038,072+5693,6534,9020.15%+1,249
CATERPILLAR INC(CAT)06,399+6,39902,3450.07%+2,345
EXXON MOBIL CORP082,391+82,39109,5770.29%+9,577
ADVANCED MICRO DEVICES INC(AMD)12,79416,053+3,2591,8862,8970.09%+1,011
DIAGEO PLC(DEO)6,11612,521+6,4058911,8620.06%+972
LAM RESEARCH CORP(LRCX)2,6923,164+4722,1093,0740.09%+966
VANGUARD INDEX FDS04,145+4,14501,0360.03%+1,036
TOYOTA MOTOR CORP(TM)011,464+11,46402,8850.09%+2,885
INVESCO QQQ TR02,871+2,87101,2750.04%+1,275
VANGUARD INDEX FDS08,619+8,61901,4040.04%+1,404
JANUS INTERNATIONAL GROUP IN450,000450,00005,8736,8090.20%+936
PROGRESSIVE CORP(PGR)22,16221,589-5733,5304,4650.13%+935
SALESFORCE INC(CRM)7,0499,251+2,2021,8552,7860.08%+931
ISHARES TR08,649+8,64909560.03%+956
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
010,631+10,63109210.03%+921
QUALCOMM INC(QCOM)19,18921,613+2,4242,7753,6590.11%+884
INTUITIVE SURGICAL INC04,465+4,46501,7820.05%+1,782
ISHARES TR0124,445+124,44503,4890.10%+3,489
ISHARES TR043,381+43,38101,0760.03%+1,076
UBER TECHNOLOGIES INC(UBER)15,50723,050+7,5439551,7750.05%+820
VANGUARD BD INDEX FDS50,90562,335+11,4303,7444,5270.14%+783
VISA INC(V)44,53644,339-19711,59512,3740.37%+779
EDWARDS LIFESCIENCES CORP011,770+11,77001,1250.03%+1,125
MARATHON PETE CORP(MPC)015,056+15,05603,0340.09%+3,034
AIRBNB INC05,743+5,74309470.03%+947
VEEVA SYS INC(VEEV)02,841+2,84106580.02%+658
TARGET CORP(TGT)9,50511,342+1,8371,3542,0100.06%+656
ARISTA NETWORKS INC7,6808,456+7761,8092,4520.07%+643
PALANTIR TECHNOLOGIES INC(PLTR)035,220+35,22008100.02%+810
ALTRIA GROUP INC(MO)035,587+35,58701,5520.05%+1,552
SPDR INDEX SHS FDS
ST STR MSCI GLB
045,681+45,68102,7260.08%+2,726
SOCIEDAD QUIMICA Y MINERA DE(SQM)011,941+11,94105870.02%+587
INTUIT(INTU)1,8322,661+8291,1451,7300.05%+585
CLOUDFLARE INC(NET)05,896+5,89605710.02%+571
DEERE & CO(DE)02,695+2,69501,1070.03%+1,107
ISHARES INC025,127+25,12702,6450.08%+2,645
COUPANG INC(CPNG)031,597+31,59705620.02%+562
CORPAY INC(CPAY)01,786+1,78605510.02%+551
KLA CORP(KLAC)02,004+2,00401,4000.04%+1,400
APA CORPORATION(APA)015,608+15,60805370.02%+537
PHILIP MORRIS INTL INC(PM)037,420+37,42003,4280.10%+3,428
SUPER MICRO COMPUTER INC(SMCI)0518+51805230.02%+523
ALIGN TECHNOLOGY INC01,584+1,58405190.02%+519
CONOCOPHILLIPS(COP)23,95025,782+1,8322,7803,2820.10%+502
BOOKING HOLDINGS INC(BKNG)0321+32101,1640.03%+1,164
JPMORGAN CHASE & CO(JPM)012,473+12,47302,4980.07%+2,498
VALERO ENERGY CORP(VLO)011,534+11,53401,9690.06%+1,969
BLACKSTONE INC(BX)09,850+9,85001,2940.04%+1,294
SERVICENOW INC(NOW)1,2411,734+4938771,3220.04%+445
NEXTERA ENERGY INC(NEE)018,233+18,23301,1650.03%+1,165
LOWES COS INC(LOW)06,394+6,39401,6290.05%+1,629
PEPSICO INC(PEP)35,93437,322+1,3886,1036,5320.19%+429
APTIV PLC(APTV)05,303+5,30304220.01%+422
SOUTHERN COPPER CORP(SCCO)019,518+19,51802,0790.06%+2,079
INTERNATIONAL BUSINESS MACHS(IBM)013,136+13,13602,5080.07%+2,508
ORACLE CORP(ORCL)032,121+32,12104,0350.12%+4,035
WELLS FARGO CO NEW(WFC)19,78723,855+4,0689741,3830.04%+409
CHIPOTLE MEXICAN GRILL INC(CMG)420468+489611,3600.04%+400
IDEXX LABS INC(IDXX)02,471+2,47101,3340.04%+1,334
PRICE T ROWE GROUP INC(TROW)03,201+3,20103900.01%+390
HARLEY DAVIDSON INC(HOG)08,840+8,84003870.01%+387
ASTRAZENECA PLC(AZN)13,49218,815+5,3239091,2750.04%+366
AMPHENOL CORP NEW20,92021,129+2092,0742,4370.07%+363
MICRON TECHNOLOGY INC(MU)013,480+13,48001,5890.05%+1,589
VERALTO CORP(VLTO)04,040+4,04003580.01%+358
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