Fund HoldingsManhattan West Asset Management, LLC

Total Portfolio Value
$416.93M
Total Bought
$82.86M
Total Sold
$22.06M
Net Transaction
+$60.80M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)10,86912,712+1,8435,38311,4862.75%+6,104
MICROSOFT CORP(MSFT)41,84947,265+5,41615,73719,8854.77%+4,149
ISHARES TR22,61227,847+5,23510,80014,6403.51%+3,840
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
103,765167,946+64,1816,3859,9492.39%+3,564
AMAZON COM INC(AMZN)67,74876,643+8,89510,29413,8253.32%+3,531
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
197,274247,720+50,44611,50714,3853.45%+2,878
ALPHABET INC(GOOG)69,74382,463+12,7209,74212,4462.99%+2,704
BLACKROCK ETF TRUST II22,76964,057+41,2881,1463,2190.77%+2,073
BERKSHIRE HATHAWAY INC DEL13,74316,189+2,4464,9026,8081.63%+1,906
SPDR S&P 500 ETF TR(SPY)3,6776,976+3,2991,7483,6490.88%+1,901
JPMORGAN CHASE & CO(JPM)32,70536,893+4,1885,5637,3901.77%+1,827
GENERAL DYNAMICS CORP(GD)11,06516,355+5,2902,8734,6201.11%+1,747
BROADCOM INC(AVGO)2,7983,559+7613,1234,7171.13%+1,594
MICROSTRATEGY INC(MSTR)0874+87401,4900.36%+1,490
CANADIAN PACIFIC KANSAS CITY(CP)24,12337,892+13,7691,9073,3410.80%+1,434
ASML HOLDING N V
N Y REGISTRY SHS
3,2684,018+7502,4743,8990.94%+1,426
COSTCO WHSL CORP NEW(COST)4,5135,792+1,2792,9794,2441.02%+1,265
DISNEY WALT CO(DIS)20,06124,978+4,9171,8113,0560.73%+1,245
CITIGROUP INC(C)66,67672,718+6,0423,4304,5991.10%+1,169
ISHARES TR79,31890,123+10,8058,5999,6972.33%+1,098
ICON PLC(ICLR)11,80113,144+1,3433,3414,4161.06%+1,075
ISHARES TR109,147130,815+21,6685,6766,7501.62%+1,074
ISHARES TR03,157+3,15701,0640.26%+1,064
ELI LILLY & CO(LLY)5561,765+1,2093241,3730.33%+1,049
LINDE PLC(LIN)6,2877,816+1,5292,5823,6290.87%+1,047
NETFLIX INC(NFLX)3,3414,348+1,0071,6272,6410.63%+1,014
PROCTER AND GAMBLE CO(PG)30,76433,746+2,9824,5085,4751.31%+967
AUTOLIV INC(ALV)21,47327,392+5,9192,3663,2990.79%+933
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
115,831134,125+18,2945,5976,4721.55%+875
LOWES COS INC(LOW)10,32412,446+2,1222,2983,1700.76%+873
LEIDOS HOLDINGS INC(LDOS)27,81629,569+1,7533,0113,8760.93%+865
THE CIGNA GROUP(CI)09,778+9,77803,5510.85%+3,551
QUALCOMM INC(QCOM)20,34222,044+1,7022,9423,7320.90%+790
ISHARES TR47,72756,916+9,1894,4905,2601.26%+770
EXXON MOBIL CORP16,00320,315+4,3121,6002,3610.57%+761
VISA INC(V)10,06312,109+2,0462,6203,3790.81%+759
FORTINET INC(FTNT)33,80240,009+6,2071,9782,7330.66%+755
ISHARES TR013,471+13,47107250.17%+725
D R HORTON INC(DHI)22,80025,448+2,6483,4654,1871.00%+722
GOLDMAN SACHS GROUP INC(GS)6,7857,953+1,1682,6173,3220.80%+704
SPDR SER TR
ST STR PR SP1500
010,896+10,89606990.17%+699
VANGUARD INDEX FDS29,20537,595+8,3902,5813,2510.78%+671
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
169,821181,057+11,2368,0978,7232.09%+626
ISHARES TR02,107+2,10706070.15%+607
ISHARES TR010,596+10,59605760.14%+576
ISHARES TR02,695+2,69505670.14%+567
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
05,221+5,22105560.13%+556
DOMINION ENERGY INC(D)62,83571,010+8,1752,9533,4930.84%+540
ISHARES TR3,6316,073+2,4426001,0880.26%+488
JOHNSON & JOHNSON(JNJ)10,64213,609+2,9671,6682,1530.52%+485
MEDTRONIC PLC(MDT)24,15828,377+4,2191,9902,4730.59%+483
VANECK ETF TRUST
LONG MUNI ETF
344,702375,967+31,2656,2916,7711.62%+480
VANGUARD INDEX FDS6,7357,867+1,1321,5982,0450.49%+447
SELECT SECTOR SPDR TR
ST STR CARE ETF
5,9288,481+2,5538081,2530.30%+444
WISDOMTREE TR(WT)021,220+21,22004410.11%+441
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
08,330+8,33004400.11%+440
SANOFI(SNY)67,92878,173+10,2453,3783,7990.91%+421
INVESCO QQQ TR4,0064,597+5911,6412,0410.49%+401
PHILIP MORRIS INTL INC(PM)31,78736,874+5,0872,9913,3780.81%+388
ISHARES TR066,392+66,39204,0330.97%+4,033
SUNCOR ENERGY INC NEW(SU)059,050+59,05002,1800.52%+2,180
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,226+2,22603770.09%+377
FIRST TR EXCHANGE-TRADED FD04,326+4,32603710.09%+371
META PLATFORMS INC(META)2,1702,332+1627681,1320.27%+364
ALLSTATE CORP(ALL)01,987+1,98703440.08%+344
GROCERY OUTLET HLDG CORP(GO)011,011+11,01103170.08%+317
PAYPAL HLDGS INC(PYPL)027,432+27,43201,8380.44%+1,838
GLOBAL X FDS
US INFR DEV ETF
07,536+7,53603000.07%+300
UNITEDHEALTH GROUP INC(UNH)5,5146,469+9552,9033,2000.77%+297
PIMCO ETF TR
ACTIVE BD ETF
03,214+3,21402950.07%+295
ISHARES TR6,3079,013+2,7064747610.18%+287
WISDOMTREE TR(WT)05,819+5,81902810.07%+281
PFIZER INC(PFE)69,35082,074+12,7241,9972,2780.55%+281
CHEVRON CORP NEW(CVX)015,178+15,17802,3940.57%+2,394
CGI INC(GIB)029,574+29,57403,2680.78%+3,268
MICRON TECHNOLOGY INC(MU)02,006+2,00602360.06%+236
MODERNA INC(MRNA)14,65815,872+1,2141,4581,6910.41%+234
QUANTUMSCAPE CORP(QS)28,02668,031+40,0051954280.10%+233
GENERAL ELECTRIC CO(GE)01,266+1,26602220.05%+222
ISHARES TR02,411+2,41102180.05%+218
ISHARES TR02,412+2,41202080.05%+208
SELECT SECTOR SPDR TR
ST STR STAPL ETF
02,715+2,71502070.05%+207
APPLE INC(AAPL)95,292108,147+12,85518,34718,5454.45%+198
TJX COS INC NEW(TJX)24,56724,670+1032,3052,5020.60%+197
CISCO SYS INC(CSCO)055,255+55,25502,7580.66%+2,758
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,4043,656+2526557610.18%+106
MASTERCARD INCORPORATED(MA)1,6461,650+47027950.19%+93
VANGUARD INDEX FDS07,968+7,96801,2980.31%+1,298
HOME DEPOT INC(HD)604766+1622092940.07%+85
SPDR GOLD TR(GLD)1,4461,747+3012763590.09%+83
ALPHABET INC(GOOG)2,0132,405+3922843660.09%+82
ABBVIE INC(ABBV)2,6182,644+264064810.12%+76
STRYKER CORPORATION(SYK)1,1281,133+53384050.10%+68
VALERO ENERGY CORP(VLO)1,5541,559+52022660.06%+64
VANGUARD INDEX FDS1,0521,083+314605200.12%+61
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
12,27013,034+7649491,0080.24%+58
VANGUARD SPECIALIZED FUNDS7,3467,163-1831,2521,3080.31%+56
BANK AMERICA CORP10,80410,872+683644120.10%+48
ALBEMARLE CORP(ALB)010,405+10,40501,3710.33%+1,371
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
2,7482,961+2132533010.07%+48
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