Fund HoldingsBalentine LLC

Total Portfolio Value
$3.13B
Total Bought
$518.70M
Total Sold
$478.13M
Net Transaction
+$40.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
03,215,346+3,215,3460165,3015.27%+165,301
VANGUARD INDEX FDS01,220,433+1,220,4330379,40812.10%+379,408
ISHARES TR320,821555,580+234,75932,29755,7081.78%+23,411
MICROSOFT CORP(MSFT)0137,465+137,465051,6921.65%+51,692
WORLD GOLD TR(GLDM)2,910,7992,955,360+44,561106,710120,9043.86%+14,194
INVESCO EXCH TRADED FD TR II05,362,323+5,362,3230336,00310.72%+336,003
APPLE INC(AAPL)0216,463+216,463041,6761.33%+41,676
ISHARES TR02,388,367+2,388,3670237,0457.56%+237,045
ISHARES TR
MSCI USA QLT FCT
721,527717,556-3,97195,090105,5813.37%+10,491
ISHARES TR0203,984+203,984022,1140.71%+22,114
ISHARES TR082,177+82,17708,6640.28%+8,664
NVIDIA CORPORATION(NVDA)34,74546,016+11,27115,11422,7880.73%+7,674
BROADCOM INC(AVGO)6,96311,172+4,2095,78312,4710.40%+6,688
META PLATFORMS INC(META)29,07441,965+12,8918,72814,8540.47%+6,126
ISHARES TR0164,265+164,265078,4582.50%+78,458
AMAZON COM INC(AMZN)077,969+77,969011,8470.38%+11,847
ALPHABET INC(GOOG)60,29786,050+25,7537,89012,0200.38%+4,130
ISHARES TR
MSCI USA MIN ETF
052,121+52,12104,0670.13%+4,067
VANGUARD INDEX FDS0165,256+165,256039,2021.25%+39,202
ELI LILLY & CO(LLY)27,42730,720+3,29314,73217,9070.57%+3,175
ALPHABET INC(GOOG)61,52379,913+18,3908,11211,2620.36%+3,150
VANGUARD BD INDEX FDS050,905+50,90503,7440.12%+3,744
VISA INC(V)044,536+44,536011,5950.37%+11,595
UNITEDHEALTH GROUP INC(UNH)16,88721,471+4,5848,51411,3040.36%+2,789
ISHARES TR0109,829+109,82902,7360.09%+2,736
TAIWAN SEMICONDUCTOR MFG LTD(TSM)065,003+65,00306,7600.22%+6,760
ACCENTURE PLC IRELAND
SHS CLASS A
17,93822,661+4,7235,5097,9520.25%+2,443
NOVO-NORDISK A S(NVO)68,56381,304+12,7416,2358,4110.27%+2,176
SPDR SER TR
ST STR SP500DIV
055,589+55,58902,1790.07%+2,179
ADOBE INC(ADBE)7,3269,027+1,7013,7365,3860.17%+1,650
QUALCOMM INC(QCOM)019,189+19,18902,7750.09%+2,775
VERIZON COMMUNICATIONS INC(VZ)51,05085,032+33,9821,6553,2060.10%+1,551
COSTCO WHSL CORP NEW(COST)7,0978,398+1,3014,0105,5430.18%+1,534
BHP GROUP LTD41,77255,876+14,1042,3763,8170.12%+1,441
ASML HOLDING N V
N Y REGISTRY SHS
05,947+5,94704,5010.14%+4,501
ISHARES TR047,632+47,632013,0390.42%+13,039
ABBVIE INC(ABBV)28,96635,823+6,8574,3185,5510.18%+1,234
INTEL CORP(INTC)65,06670,436+5,3702,3133,5390.11%+1,226
MASTERCARD INCORPORATED(MA)10,35712,358+2,0014,1005,2710.17%+1,170
JANUS INTERNATIONAL GROUP IN0450,000+450,00005,8730.19%+5,873
VANGUARD INDEX FDS025,309+25,309011,0550.35%+11,055
NETFLIX INC(NFLX)07,503+7,50303,6530.12%+3,653
APPLIED MATLS INC019,263+19,26303,1220.10%+3,122
LOCKHEED MARTIN CORP(LMT)07,977+7,97703,6150.12%+3,615
TARGET CORP(TGT)09,505+9,50501,3540.04%+1,354
TESLA INC(TSLA)15,57519,275+3,7003,8974,7900.15%+892
LAM RESEARCH CORP(LRCX)02,692+2,69202,1090.07%+2,109
UNION PAC CORP(UNP)09,367+9,36702,3010.07%+2,301
ADVANCED MICRO DEVICES INC(AMD)012,794+12,79401,8860.06%+1,886
VANGUARD INTL EQUITY INDEX F028,722+28,72202,9550.09%+2,955
3M CO(MMM)8,36414,162+5,7987831,5480.05%+765
VERTEX PHARMACEUTICALS INC(VRTX)010,184+10,18404,1440.13%+4,144
DOLLAR GEN CORP NEW(DG)05,327+5,32707240.02%+724
AUTOMATIC DATA PROCESSING IN10,50713,879+3,3722,5283,2330.10%+706
ISHARES TR072,920+72,92007,4210.24%+7,421
COCA COLA CO(KO)094,753+94,75305,5840.18%+5,584
DBX ETF TR027,873+27,87306820.02%+682
SALESFORCE INC(CRM)07,049+7,04901,8550.06%+1,855
LINDE PLC(LIN)011,266+11,26604,6270.15%+4,627
MONOLITHIC PWR SYS INC(MPWR)0987+98706230.02%+623
AMGEN INC(AMGN)6,0727,795+1,7231,6322,2450.07%+613
AMPHENOL CORP NEW020,920+20,92002,0740.07%+2,074
AGILENT TECHNOLOGIES INC(A)06,897+6,89709590.03%+959
DEXCOM INC(DXCM)04,818+4,81805980.02%+598
PEPSICO INC(PEP)035,934+35,93406,1030.19%+6,103
ASTRAZENECA PLC(AZN)013,492+13,49209090.03%+909
WELLS FARGO CO NEW(WFC)019,787+19,78709740.03%+974
METTLER TOLEDO INTERNATIONAL(MTD)0452+45205480.02%+548
ARISTA NETWORKS INC6,8727,680+8081,2641,8090.06%+545
NIKE INC(NKE)020,823+20,82302,2610.07%+2,261
UNITED MICROELECTRONICS CORP(UMC)0258,179+258,17902,1840.07%+2,184
CHIPOTLE MEXICAN GRILL INC(CMG)0420+42009610.03%+961
DIAGEO PLC(DEO)06,116+6,11608910.03%+891
WORKDAY INC(WDAY)06,097+6,09701,6830.05%+1,683
CONOCOPHILLIPS(COP)18,92923,950+5,0212,2682,7800.09%+512
UNILEVER PLC(UL)041,554+41,55402,0150.06%+2,015
NORTHROP GRUMMAN CORP(NOC)03,050+3,05001,4280.05%+1,428
AES CORP(AES)025,575+25,57504920.02%+492
AMERICAN TOWER CORP NEW(AMT)1,8003,625+1,8252967830.02%+487
VANGUARD INTL EQUITY INDEX F0112,010+112,01006,2880.20%+6,288
ZOETIS INC(ZTS)4,9076,713+1,8068541,3250.04%+471
HONDA MOTOR LTD(HMC)015,134+15,13404680.01%+468
SERVICENOW INC(NOW)01,241+1,24108770.03%+877
WASTE MGMT INC DEL(WM)08,233+8,23301,4740.05%+1,474
PROGRESSIVE CORP(PGR)022,162+22,16203,5300.11%+3,530
BIO-TECHNE CORP(TECH)05,727+5,72704420.01%+442
INTUIT(INTU)01,832+1,83201,1450.04%+1,145
RESMED INC(RMD)02,510+2,51004320.01%+432
COLGATE PALMOLIVE CO(CL)015,708+15,70801,2520.04%+1,252
ROLLINS INC(ROL)09,801+9,80104280.01%+428
PAYCHEX INC(PAYX)011,292+11,29201,3450.04%+1,345
SYNOPSYS INC(SNPS)01,648+1,64808490.03%+849
DOLLAR TREE INC(DLTR)02,827+2,82704020.01%+402
MONSTER BEVERAGE CORP NEW(MNST)025,844+25,84401,4890.05%+1,489
LULULEMON ATHLETICA INC(LULU)01,459+1,45907460.02%+746
RIO TINTO PLC(RIO)028,671+28,67102,1350.07%+2,135
BLOCK INC(XYZ)04,991+4,99103860.01%+386
UBER TECHNOLOGIES INC(UBER)015,507+15,50709550.03%+955
CADENCE DESIGN SYSTEM INC(CDNS)04,484+4,48401,2210.04%+1,221
PDD HOLDINGS INC(PDD)4,9825,969+9874898730.03%+385
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