Fund HoldingsLebenthal Global Advisors, LLC

Total Portfolio Value
$332.24M
Total Bought
$60.93M
Total Sold
$71.33M
Net Transaction
-$10.40M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR0173,290+173,290015,3694.63%+15,369
ISHARES TR091,885+91,88508,6682.61%+8,668
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
495,443581,262+85,81939,15544,16413.29%+5,009
SELECT SECTOR SPDR TR
ST STR ENERG ETF
86,532131,956+45,4247,02411,9283.59%+4,904
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
055,090+55,09003,0580.92%+3,058
VANGUARD WHITEHALL FDS75,606112,863+37,2574,7786,9852.10%+2,207
ISHARES TR027,087+27,08702,1170.64%+2,117
VANGUARD INDEX FDS025,415+25,41501,9230.58%+1,923
VANGUARD ADMIRAL FDS INC021,109+21,10901,8450.56%+1,845
VANGUARD BD INDEX FDS10,32736,191+25,8647512,5250.76%+1,775
ISHARES TR011,978+11,97801,2500.38%+1,250
VANGUARD ADMIRAL FDS INC011,840+11,84001,0010.30%+1,001
VANGUARD WORLD FDS
ENERGY ETF
10,37316,987+6,6141,1712,1530.65%+982
VANGUARD MUN BD FDS019,448+19,44809350.28%+935
ISHARES TR
INTL DIV GRWTH
77,27195,956+18,6854,7925,6911.71%+899
SELECT SECTOR SPDR TR
ST STR MATER ETF
011,110+11,11008730.26%+873
INVESCO EXCH TRADED FD TR II84,366122,651+38,2851,9912,7180.82%+727
VANGUARD WORLD FDS
MATERIALS ETF
03,707+3,70706400.19%+640
NVIDIA CORPORATION(NVDA)01,910+1,91008310.25%+831
ISHARES TR220,119234,619+14,50023,49324,0587.24%+565
ISHARES TR08,881+8,88104390.13%+439
META PLATFORMS INC(META)02,292+2,29206880.21%+688
FIRST TR NASDAQ 100 TECH IND02,550+2,55003700.11%+370
ISHARES TR
MSCI USA QLT FCT
02,009+2,00902650.08%+265
ALPHABET INC(GOOG)8,4069,704+1,2981,0061,2700.38%+264
SELECT SECTOR SPDR TR
ST STR SVC ETF
03,890+3,89002550.08%+255
MICROCHIP TECHNOLOGY INC.(MCHP)02,946+2,94602300.07%+230
ACCENTURE PLC IRELAND
SHS CLASS A
0671+67102060.06%+206
ALPHABET INC(GOOG)01,560+1,56002060.06%+206
THE CIGNA GROUP(CI)0703+70302010.06%+201
HOME DEPOT INC(HD)1,6852,307+6225236970.21%+174
AMGEN INC(AMGN)2,7782,805+276177540.23%+137
AMAZON COM INC(AMZN)4,6265,787+1,1616037360.22%+133
BEST BUY INC(BBY)4,2516,868+2,6173484770.14%+129
PIONEER NAT RES CO5,6295,597-321,1661,2850.39%+119
SCHLUMBERGER LTD(SLB)14,57814,243-3357168300.25%+114
MORGAN STANLEY(MS)4,7856,398+1,6134095230.16%+114
UWM HOLDINGS CORPORATION(UWMC)56,24180,522+24,2813153910.12%+76
COMCAST CORP NEW(CCZ)17,90318,474+5717448190.25%+75
OLD DOMINION FREIGHT LINE IN(ODFL)1,7251,733+86387090.21%+71
SCHWAB CHARLES CORP(SCHW)11,11912,732+1,6136306990.21%+69
MCKESSON CORP(MCK)1,5051,633+1286437100.21%+67
JPMORGAN CHASE & CO(JPM)6,0346,477+4438789390.28%+62
BP PLC(BP)12,72812,916+1884495000.15%+51
EXXON MOBIL CORP5,5335,433-1005936390.19%+45
BERKSHIRE HATHAWAY INC DEL3,1803,192+121,0841,1180.34%+34
GOLDMAN SACHS GROUP INC(GS)1,4231,521+984594920.15%+33
MICRON TECHNOLOGY INC(MU)6,7746,770-44284610.14%+33
WALGREENS BOOTS ALLIANCE INC20,09427,135+7,0415726040.18%+31
QUALCOMM INC(QCOM)5,4766,143+6676526820.21%+30
ABBVIE INC(ABBV)01,730+1,73002580.08%+258
MICROSOFT CORP(MSFT)2,9853,277+2921,0171,0350.31%+18
CISCO SYS INC(CSCO)5,9416,044+1033073250.10%+18
WEBSTER FINL CORP(WBS)06,569+6,56902650.08%+265
VANGUARD STAR FDS14,16815,087+9197958070.24%+13
AMERICAN AIRLS GROUP INC(AAL)24,20934,817+10,6084344460.13%+12
ALBEMARLE CORP(ALB)2,6393,461+8225895890.18%-0
BLACKROCK INC(BLK)699744+454834810.14%-2
SPDR SER TR
ST STR CONV ETF
04,049+4,04902750.08%+275
HEWLETT PACKARD ENTERPRISE C(HPE)19,49318,338-1,1553273190.10%-9
VANGUARD INDEX FDS9,1909,488+2982,0242,0150.61%-9
KINDER MORGAN INC DEL(KMI)41,54842,520+9727157050.21%-10
VANGUARD BD INDEX FDS4,1754,194+193143030.09%-11
QUANTA SVCS INC4,0204,152+1327907770.23%-13
BARRICK GOLD CORP35,99040,924+4,9346095950.18%-14
CORSAIR GAMING INC(CRSR)20,34823,771+3,4233613450.10%-16
PARAMOUNT GLOBAL36,32743,558+7,2315785620.17%-16
MEDTRONIC PLC(MDT)4,2144,512+2983713540.11%-18
DOUGLAS EMMETT INC(DEI)015,274+15,27401950.06%+195
B & G FOODS INC NEW22,07028,556+6,4863072820.09%-25
AT&T INC(T)017,003+17,00302550.08%+255
FIDELITY COVINGTON TRUST01,815+1,81502230.07%+223
ISHARES U S ETF TR
SHOR DURA BD ETF
8,4087,804-6044183890.12%-29
TE CONNECTIVITY LTD(TEL)01,676+1,67602070.06%+207
SOUTHERN CO(SO)5,2915,29103723420.10%-29
SELECT SECTOR SPDR TR
ST STR TECHN ETF
5,0225,147+1258738440.25%-29
REDWOOD TRUST INC000000
CSX CORP(CSX)9,0318,980-513082760.08%-32
ARK ETF TR
INNOVATION ETF
7,5327,53203322990.09%-34
DEERE & CO(DE)751714-373042690.08%-35
VISA INC(V)4,4964,429-671,0681,0190.31%-49
WELLS FARGO CO NEW(WFC)18,55218,138-4147927410.22%-51
KROGER CO(KR)10,4209,789-6314904380.13%-52
ASTRA SPACE INC000000
EVERSOURCE ENERGY(ES)03,541+3,54102060.06%+206
JOHNSON & JOHNSON(JNJ)2,5412,346-1954213650.11%-55
HP INC(HPQ)17,95919,093+1,1345524910.15%-61
FORTUNE BRANDS INNOVATIONS I(FBIN)5,6055,478-1274033410.10%-63
TRUIST FINL CORP(TFC)20,91219,931-9816355700.17%-64
PHILIP MORRIS INTL INC(PM)13,71713,715-21,3391,2700.38%-69
MCDONALDS CORP(MCD)2,3832,415+327116360.19%-75
ANNALY CAPITAL MANAGEMENT IN38,04836,354-1,6947616840.21%-78
INGREDION INC(INGR)6,0195,681-3386385590.17%-79
BAUSCH HEALTH COS INC60,42449,224-11,2004834050.12%-79
FORD MTR CO DEL(F)40,49642,600+2,1046135290.16%-84
BRISTOL-MYERS SQUIBB CO(BMY)9,9089,176-7326345330.16%-101
FORTINET INC(FTNT)5,9625,942-204513490.10%-102
VERIZON COMMUNICATIONS INC(VZ)14,29913,186-1,1135324270.13%-104
INTERNATIONAL BUSINESS MACHS(IBM)5,3514,270-1,0817165990.18%-117
VANGUARD TAX-MANAGED FDS40,92040,506-4141,8901,7710.53%-119
Page 1 of 1