Fund HoldingsVident Advisory, LLC

Total Portfolio Value
$6.84B
Total Bought
$1.92B
Total Sold
$595.99M
Net Transaction
+$1.33B
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
RTX CORPORATION(RTX)0574,551+574,551076,1051.11%+76,105
NORTHROP GRUMMAN CORP(NOC)0141,947+141,947072,6791.06%+72,679
GENERAL DYNAMICS CORP(GD)0261,484+261,484071,2761.04%+71,276
PALO ALTO NETWORKS INC(PANW)190,335473,880+283,54534,63380,8631.18%+46,229
BERKSHIRE HATHAWAY INC DEL117,176185,746+68,57053,11498,9251.45%+45,811
FORTINET INC(FTNT)407,878841,935+434,05738,53681,0451.18%+42,508
CISCO SYS INC(CSCO)890,1301,535,245+645,11552,69794,7411.38%+42,044
MASTERCARD INCORPORATED(MA)148,977219,651+70,67478,448120,3981.76%+41,950
L3HARRIS TECHNOLOGIES INC(LHX)0305,592+305,592063,9630.93%+63,963
CROWDSTRIKE HLDGS INC(CRWD)155,763264,571+108,80853,29693,2821.36%+39,987
PALANTIR TECHNOLOGIES INC(PLTR)1,423,1761,736,086+312,910107,648146,5262.14%+38,877
CHECK POINT SOFTWARE TECH LT
ORD
109,417241,994+132,57720,42855,1550.81%+34,727
CYBERARK SOFTWARE LTD54,266133,296+79,03018,07945,0540.66%+26,975
FISERV INC(FISV)137,704238,532+100,82828,28752,6750.77%+24,388
MICROSOFT CORP(MSFT)370,218480,578+110,360156,051180,4082.64%+24,357
COSTCO WHSL CORP NEW(COST)042,981+42,981040,6560.59%+40,656
APPLE INC(AAPL)537,411700,823+163,412134,581155,6762.27%+21,095
ZSCALER INC(ZS)0162,471+162,471032,2370.47%+32,237
OKTA INC(OKTA)0265,577+265,577027,9440.41%+27,944
EOG RES INC(EOG)0160,772+160,772020,6180.30%+20,618
LEIDOS HOLDINGS INC(LDOS)0217,459+217,459029,3440.43%+29,344
SCHWAB STRATEGIC TR452,2861,109,646+657,36010,26725,6990.38%+15,433
NVIDIA CORPORATION(NVDA)972,2641,344,562+372,298130,566145,7242.13%+15,158
MONDELEZ INTL INC(MDLZ)0242,384+242,384016,4460.24%+16,446
META PLATFORMS INC(META)200,572228,085+27,513117,439131,4621.92%+14,023
AUTOMATIC DATA PROCESSING IN077,616+77,616023,7150.35%+23,715
ELI LILLY & CO(LLY)046,101+46,101038,0780.56%+38,078
TEXTRON INC(TXT)0305,112+305,112022,0440.32%+22,044
PROGRESSIVE CORP(PGR)86,108117,072+30,96420,63333,1330.48%+12,501
CAE INC(CAE)0877,491+877,491021,5710.32%+21,571
ABBVIE INC(ABBV)0134,003+134,003028,0770.41%+28,077
C3 AI INC(AI)0568,492+568,492011,9670.17%+11,967
TESLA INC(TSLA)0196,750+196,750050,9900.75%+50,990
OLD DOMINION FREIGHT LINE IN(ODFL)088,463+88,463014,6360.21%+14,636
AUTODESK INC66,337116,132+49,79519,60730,4030.44%+10,796
CURTISS WRIGHT CORP(CW)061,414+61,414019,4850.28%+19,485
BOOZ ALLEN HAMILTON HLDG COR0207,988+207,988021,7510.32%+21,751
ARM HOLDINGS PLC126,022236,312+110,29015,54625,2360.37%+9,690
AKAMAI TECHNOLOGIES INC(AKAM)0239,879+239,879019,3100.28%+19,310
HUNTINGTON INGALLS INDS INC(HII)070,428+70,428014,3700.21%+14,370
PROCTER AND GAMBLE CO(PG)0154,823+154,823026,3860.39%+26,386
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
444,546591,745+147,19925,78435,1500.51%+9,366
INTERNATIONAL BUSINESS MACHS(IBM)087,026+87,026021,6420.32%+21,642
FLEXSHARES TR
IBOXX 5YR TRGT
0499,576+499,576012,1150.18%+12,115
T-MOBILE US INC(TMUS)104,310118,242+13,93223,02531,5370.46%+8,512
ICICI BANK LIMITED(IBN)0464,676+464,676014,6470.21%+14,647
BANK AMERICA CORP602,490838,032+235,54226,48034,9710.51%+8,492
WISDOMTREE TR(WT)0342,381+342,38109,3330.14%+9,333
BWX TECHNOLOGIES INC(BWXT)0148,880+148,880014,6870.21%+14,687
CORE NATURAL RESOURCES INC(CNR)0103,595+103,59507,9870.12%+7,987
MARVELL TECHNOLOGY INC(MRVL)0169,854+169,854010,4580.15%+10,458
ZOETIS INC(ZTS)081,141+81,141013,3600.20%+13,360
MOODYS CORP(MCO)021,640+21,640010,0780.15%+10,078
CACI INTL INC(CACI)036,325+36,325013,3280.19%+13,328
ALPHABET INC(GOOG)485,536639,276+153,74091,91398,8581.44%+6,946
CONSTELLATION ENERGY CORP(CEG)044,790+44,79009,0310.13%+9,031
KYNDRYL HLDGS INC(KD)0386,399+386,399012,1330.18%+12,133
UBER TECHNOLOGIES INC(UBER)350,276373,558+23,28221,12927,2170.40%+6,089
PEPSICO INC(PEP)073,449+73,449011,0150.16%+11,015
ELEVANCE HEALTH INC(ELV)43,45449,902+6,44816,03021,7050.32%+5,675
UNITEDHEALTH GROUP INC(UNH)81,03288,866+7,83440,99246,5450.68%+5,553
MICRON TECHNOLOGY INC(MU)0425,543+425,543036,9750.54%+36,975
KBR INC(KBR)0209,830+209,830010,4520.15%+10,452
SUNCOR ENERGY INC NEW(SU)519,112618,175+99,06318,52223,9360.35%+5,414
ROCKET LAB USA INC0589,410+589,410010,5390.15%+10,539
JPMORGAN CHASE & CO.(JPM)0129,454+129,454031,7570.46%+31,757
ADVANCED MICRO DEVICES INC(AMD)326,484435,906+109,42239,43644,7850.65%+5,349
SCIENCE APPLICATIONS INTL CO(SAIC)079,738+79,73808,9520.13%+8,952
GOLDMAN SACHS GROUP INC(GS)013,493+13,49307,3730.11%+7,373
AMERICAN INTL GROUP INC217,042240,574+23,53215,80120,9160.31%+5,115
EXELIXIS INC(EXEL)0278,863+278,863010,2960.15%+10,296
VISA INC(V)282,741269,438-13,30389,36094,4291.38%+5,069
AMENTUM HOLDINGS INC0292,857+292,85705,3300.08%+5,330
ASTRAZENECA PLC(AZN)097,180+97,18007,1430.10%+7,143
PHILIP MORRIS INTL INC(PM)050,028+50,02807,9410.12%+7,941
BRISTOL-MYERS SQUIBB CO(BMY)0147,192+147,19208,9770.13%+8,977
GE AEROSPACE(GE)107,059112,992+5,93317,85722,6160.33%+4,759
LINDE PLC(LIN)021,424+21,42409,9750.15%+9,975
INTUIT(INTU)38,43046,940+8,51024,15328,8210.42%+4,667
MCKESSON CORP(MCK)09,947+9,94706,6950.10%+6,695
PARSONS CORP DEL(PSN)0183,563+183,563010,8690.16%+10,869
KRATOS DEFENSE & SEC SOLUTIO(KTOS)0240,150+240,15007,1300.10%+7,130
BANCO BILBAO VIZCAYA ARGENTA(BBVA)0447,780+447,78006,0990.09%+6,099
LANTHEUS HLDGS INC(LNTH)047,427+47,42704,6290.07%+4,629
TJX COS INC NEW(TJX)266,153299,845+33,69232,15436,5220.53%+4,367
ASML HOLDING N V
N Y REGISTRY SHS
010,773+10,77307,1400.10%+7,140
MOOG INC(MOG-A)046,380+46,38008,0400.12%+8,040
PARKER-HANNIFIN CORP(PH)010,469+10,46906,3640.09%+6,364
HCA HEALTHCARE INC(HCA)013,912+13,91204,8080.07%+4,808
SALESFORCE INC(CRM)122,427168,099+45,67240,93145,1110.66%+4,180
CARDINAL HEALTH INC(CAH)036,295+36,29505,0000.07%+5,000
SENTINELONE INC(S)0485,648+485,64808,8290.13%+8,829
TEXAS PACIFIC LAND CORPORATI(TPL)03,474+3,47404,6030.07%+4,603
INTERNATIONAL PAPER CO(IP)0108,576+108,57605,7930.08%+5,793
JOHNSON & JOHNSON(JNJ)0148,165+148,165024,5730.36%+24,573
VARONIS SYS INC(VRNS)0190,635+190,63507,7110.11%+7,711
LAUREATE EDUCATION INC(LAUR)0188,719+188,71903,8590.06%+3,859
TRADEWEB MKTS INC(TW)028,895+28,89504,2900.06%+4,290
AT&T INC(T)0641,278+641,278018,1360.26%+18,136
QUALCOMM INC(QCOM)097,633+97,633014,9980.22%+14,998
Page 1 of 1