Fund HoldingsVident Advisory, LLC

Total Portfolio Value
$3.98B
Total Bought
$944.76M
Total Sold
$287.34M
Net Transaction
+$657.42M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
BROADCOM INC(AVGO)52,01267,728+15,71643,20075,6011.90%+32,401
AMERIPRISE FINL INC(AMP)050,610+50,610019,2230.48%+19,223
PACCAR INC(PCAR)0155,796+155,796015,2130.38%+15,213
CSX CORP(CSX)0441,604+441,604015,3100.38%+15,310
ROSS STORES INC(ROST)0100,366+100,366013,8900.35%+13,890
FORTINET INC(FTNT)0352,883+352,883020,6540.52%+20,654
OTIS WORLDWIDE CORP(OTIS)0141,390+141,390012,6500.32%+12,650
DARDEN RESTAURANTS INC(DRI)075,130+75,130012,3440.31%+12,344
LINCOLN ELEC HLDGS INC(LECO)054,953+54,953011,9500.30%+11,950
HOME DEPOT INC(HD)127,738145,797+18,05938,59750,5261.27%+11,929
ISHARES TR0120,294+120,294012,0620.30%+12,062
CAMECO CORP(CCJ)553,238769,192+215,95421,93033,1520.83%+11,222
MARATHON DIGITAL HOLDINGS IN(MARA)0566,011+566,011013,2960.33%+13,296
HUBBELL INC(HUBB)033,712+33,712011,0890.28%+11,089
JAZZ PHARMACEUTICALS PLC(JAZZ)088,912+88,912010,9360.27%+10,936
APPLE INC(AAPL)196,908226,357+29,44933,71343,5811.10%+9,868
CLEANSPARK INC(CLSK)01,051,637+1,051,637011,6000.29%+11,600
HORMEL FOODS CORP(HRL)0271,587+271,58708,7210.22%+8,721
MICROSOFT CORP(MSFT)122,627124,628+2,00138,72046,8651.18%+8,146
DICKS SPORTING GOODS INC(DKS)0104,400+104,400015,3420.39%+15,342
IRIS ENERGY LTD
ORDINARY SHARES
01,237,155+1,237,15508,8460.22%+8,846
MASCO CORP(MAS)0229,866+229,866015,3960.39%+15,396
ADOBE INC(ADBE)31,68037,541+5,86116,15422,3970.56%+6,243
BLACKROCK INC(BLK)22,43225,449+3,01714,50220,6600.52%+6,157
SMITH A O CORP(AOS)0191,594+191,594015,7950.40%+15,795
UNITEDHEALTH GROUP INC(UNH)101,588108,829+7,24151,22057,2951.44%+6,076
KLA CORP(KLAC)38,69940,968+2,26917,75023,8150.60%+6,065
LAM RESEARCH CORP(LRCX)30,77132,327+1,55619,28625,3200.64%+6,034
JOHNSON & JOHNSON(JNJ)255,524291,844+36,32039,79845,7441.15%+5,946
APPLIED MATLS INC163,152175,320+12,16822,58828,4140.71%+5,826
NVIDIA CORPORATION(NVDA)45,24251,478+6,23619,68025,4930.64%+5,813
NEWMONT CORP(NEM)0175,663+175,66307,2710.18%+7,271
PALO ALTO NETWORKS INC(PANW)031,830+31,83009,3860.24%+9,386
T-MOBILE US INC(TMUS)186,487197,008+10,52126,11831,5860.79%+5,469
ETSY INC(ETSY)0156,999+156,999012,7250.32%+12,725
RIOT PLATFORMS INC(RIOT)0519,472+519,47208,0360.20%+8,036
MICROCHIP TECHNOLOGY INC.(MCHP)235,997263,647+27,65018,42023,7760.60%+5,356
PAYPAL HLDGS INC(PYPL)221,144296,975+75,83112,92818,2370.46%+5,309
META PLATFORMS INC(META)53,42160,216+6,79516,03821,3140.54%+5,277
CBRE GROUP INC(CBRE)0159,328+159,328014,8320.37%+14,832
MARRIOTT INTL INC NEW(MAR)046,717+46,717010,5350.26%+10,535
GODADDY INC(GDDY)0139,844+139,844014,8460.37%+14,846
LOCKHEED MARTIN CORP(LMT)37,94345,414+7,47115,51720,5830.52%+5,066
ELEVANCE HEALTH INC(ELV)43,09750,514+7,41718,76523,8200.60%+5,055
FISERV INC(FISV)106,684128,772+22,08812,05117,1060.43%+5,055
GENERAL DYNAMICS CORP(GD)60,68071,101+10,42113,40818,4630.46%+5,054
URANIUM ENERGY CORP(UEC)01,803,050+1,803,050011,5400.29%+11,540
ISHARES TR176,785213,930+37,14513,19218,0410.45%+4,849
ALPHABET INC(GOOG)486,451490,351+3,90063,65768,4971.72%+4,840
OMNICOM GROUP INC(OMC)134,637171,148+36,51110,02814,8060.37%+4,778
UNITED RENTALS INC(URI)25,98728,389+2,40211,55316,2790.41%+4,726
CUMMINS INC(CMI)47,89364,952+17,05910,94215,5610.39%+4,619
ABBOTT LABS186,441205,617+19,17618,05722,6320.57%+4,575
3M CO(MMM)150,764169,496+18,73214,11518,5290.47%+4,415
HUT 8 CORP(HUT)0326,174+326,17404,3570.11%+4,357
NEXGEN ENERGY LTD(NXE)01,557,496+1,557,496010,9020.27%+10,902
ISHARES TR0130,221+130,221013,7030.34%+13,703
DECKERS OUTDOOR CORP(DECK)19,06120,898+1,8379,79913,9690.35%+4,170
LIVE OAK BANCSHARES INC(LOB)0251,009+251,009011,4210.29%+11,421
ETF SER SOLUTIONS
VIDENT US EQUITY
617,212646,795+29,58328,91533,0450.83%+4,130
THE CIGNA GROUP(CI)64,46875,349+10,88118,44222,5630.57%+4,121
LOWES COS INC(LOW)85,66498,442+12,77817,80421,9080.55%+4,104
INTERCONTINENTAL EXCHANGE IN(ICE)122,350136,338+13,98813,46117,5100.44%+4,049
ALLEGION PLC(ALLE)095,942+95,942012,1550.31%+12,155
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
0174,905+174,905010,3750.26%+10,375
SS&C TECHNOLOGIES HLDGS INC(SSNC)0202,557+202,557012,3780.31%+12,378
INTEL CORP(INTC)0137,352+137,35206,9020.17%+6,902
NETFLIX INC(NFLX)018,817+18,81709,1620.23%+9,162
QUALCOMM INC(QCOM)076,740+76,740011,0990.28%+11,099
BITFARMS LTD
COM
01,721,753+1,721,75305,0150.13%+5,015
AMAZON COM INC(AMZN)073,573+73,573011,1790.28%+11,179
PAYCHEX INC(PAYX)157,691181,791+24,10018,18721,6530.54%+3,467
ELECTRONIC ARTS INC(EA)105,598118,193+12,59512,71416,1700.41%+3,456
ROBERT HALF INC.(RHI)140,887156,624+15,73710,32413,7700.35%+3,446
PARKER-HANNIFIN CORP(PH)31,83534,381+2,54612,40015,8390.40%+3,439
COINBASE GLOBAL INC(COIN)036,944+36,94406,4250.16%+6,425
RTX CORPORATION(RTX)057,066+57,06604,8020.12%+4,802
SYSCO CORP(SYY)150,221182,327+32,1069,92213,3340.34%+3,411
DENISON MINES CORP(DNN)05,879,864+5,879,864010,4070.26%+10,407
BIT DIGITAL INC01,181,420+1,181,42004,9970.13%+4,997
NASDAQ INC(NDAQ)204,921228,757+23,8369,95713,3000.33%+3,343
ULTA BEAUTY INC(ULTA)25,66427,666+2,00210,25113,5560.34%+3,305
SMUCKER J M CO(SJM)090,141+90,141011,3920.29%+11,392
SKYWORKS SOLUTIONS INC(SWKS)107,677123,636+15,95910,61613,8990.35%+3,283
MIDDLEBY CORP(MIDD)077,884+77,884011,4620.29%+11,462
TERAWULF INC(WULF)01,741,344+1,741,34404,1790.11%+4,179
INGERSOLL RAND INC(IR)159,503173,034+13,53110,16413,3820.34%+3,219
L3HARRIS TECHNOLOGIES INC(LHX)018,751+18,75103,9490.10%+3,949
ELDORADO GOLD CORP NEW(EGO)0345,759+345,75904,4840.11%+4,484
NVR INC(NVR)01,765+1,765012,3560.31%+12,356
QORVO INC(QRVO)105,031116,862+11,83110,02713,1600.33%+3,133
SYNOPSYS INC(SNPS)020,332+20,332010,4690.26%+10,469
TRANE TECHNOLOGIES PLC(TT)64,53166,385+1,85413,09416,1910.41%+3,097
NORTHROP GRUMMAN CORP(NOC)09,317+9,31704,3620.11%+4,362
FIDELITY NATL INFORMATION SV(FIS)200,526235,223+34,69711,08314,1300.36%+3,047
HILTON WORLDWIDE HLDGS INC(HLT)035,897+35,89706,5360.16%+6,536
FORTUNA SILVER MINES INC01,111,028+1,111,02804,2890.11%+4,289
SNAP ON INC(SNA)041,421+41,421011,9640.30%+11,964
CVS HEALTH CORP(CVS)323,595323,198-39722,59325,5200.64%+2,926
GOLD FIELDS LTD(GFI)0310,945+310,94504,4960.11%+4,496
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