Fund HoldingsManhattan West Asset Management, LLC

Total Portfolio Value
$356.40M
Total Bought
$70.94M
Total Sold
$47.48M
Net Transaction
+$23.45M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
APPLE INC(AAPL)095,292+95,292018,3475.15%+18,347
MICROSOFT CORP(MSFT)32,42241,849+9,42710,67715,7374.42%+5,060
AMAZON COM INC(AMZN)54,59667,748+13,1526,91010,2942.89%+3,384
ALPHABET INC(GOOG)47,87369,743+21,8706,5359,7422.73%+3,208
NVIDIA CORPORATION(NVDA)5,54610,869+5,3232,3835,3831.51%+2,999
PHILIP MORRIS INTL INC(PM)031,787+31,78702,9910.84%+2,991
ISHARES TR19,00022,612+3,6128,02510,8003.03%+2,775
VANGUARD INDEX FDS029,205+29,20502,5810.72%+2,581
COSTCO WHSL CORP NEW(COST)1,1154,513+3,3986162,9790.84%+2,363
BROADCOM INC(AVGO)1,1502,798+1,6489923,1230.88%+2,132
BOEING CO(BA)016,055+16,05504,1851.17%+4,185
ISHARES TR436,703436,230-47323,64725,2757.09%+1,628
NETFLIX INC(NFLX)03,341+3,34101,6270.46%+1,627
UNITEDHEALTH GROUP INC(UNH)2,4585,514+3,0561,2822,9030.81%+1,621
ISHARES TR68,89179,318+10,4276,9818,5992.41%+1,618
BERKSHIRE HATHAWAY INC DEL10,07513,743+3,6683,3944,9021.38%+1,508
JPMORGAN CHASE & CO(JPM)29,27532,705+3,4304,1285,5631.56%+1,435
D R HORTON INC(DHI)022,800+22,80003,4650.97%+3,465
JOHNSON & JOHNSON(JNJ)1,90010,642+8,7422881,6680.47%+1,380
EXXON MOBIL CORP2,38216,003+13,6212611,6000.45%+1,339
BLACKROCK ETF TRUST II022,769+22,76901,1460.32%+1,146
SANOFI(SNY)43,11167,928+24,8172,2453,3780.95%+1,133
ICON PLC(ICLR)10,12611,801+1,6752,2563,3410.94%+1,084
LOWES COS INC(LOW)010,324+10,32402,2980.64%+2,298
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
100,588103,765+3,1775,3286,3851.79%+1,057
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
159,430169,821+10,3917,0458,0972.27%+1,052
VANECK ETF TRUST
LONG MUNI ETF
321,573344,702+23,1295,2426,2911.77%+1,049
DOMINION ENERGY INC(D)062,835+62,83502,9530.83%+2,953
MEDTRONIC PLC(MDT)024,158+24,15801,9900.56%+1,990
VISA INC(V)7,04010,063+3,0231,6302,6200.74%+990
ASML HOLDING N V
N Y REGISTRY SHS
2,5253,268+7431,4842,4740.69%+989
ISHARES TR41,75147,727+5,9763,6004,4901.26%+890
GOLDMAN SACHS GROUP INC(GS)5,9086,785+8771,7682,6170.73%+850
ISHARES TR0109,147+109,14705,6761.59%+5,676
LINDE PLC(LIN)4,9696,287+1,3181,8162,5820.72%+766
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0197,274+197,274011,5073.23%+11,507
GENERAL DYNAMICS CORP(GD)9,24711,065+1,8182,1562,8730.81%+717
AUTOLIV INC(ALV)17,17921,473+4,2941,6502,3660.66%+716
FORTINET INC(FTNT)033,802+33,80201,9780.56%+1,978
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
106,964115,831+8,8674,9895,5971.57%+608
CITIGROUP INC(C)73,66466,676-6,9882,8653,4300.96%+565
DISNEY WALT CO(DIS)15,02820,061+5,0331,2491,8110.51%+562
SNOWFLAKE INC(SNOW)8,6489,135+4871,2851,8180.51%+533
QUALCOMM INC(QCOM)22,41420,342-2,0722,4362,9420.83%+507
PROCTER AND GAMBLE CO(PG)27,31930,764+3,4454,0474,5081.26%+461
SPDR SER TR
ST NUVE HIGH ETF
48,63060,824+12,1941,1261,5390.43%+413
CANADIAN PACIFIC KANSAS CITY(CP)22,15924,123+1,9641,5631,9070.54%+344
NIKE INC(NKE)058,338+58,33806,3341.78%+6,334
INVESCO QQQ TR3,7034,006+3031,3301,6410.46%+311
MISTER CAR WASH INC
COM
033,572+33,57202900.08%+290
COINBASE GLOBAL INC(COIN)01,467+1,46702550.07%+255
SCHWAB STRATEGIC TR42,11044,950+2,8401,9992,2350.63%+236
VERTEX PHARMACEUTICALS INC(VRTX)0565+56502300.06%+230
CRISPR THERAPEUTICS AG(CRSP)03,442+3,44202150.06%+215
INTEL CORP(INTC)04,123+4,12302070.06%+207
VANGUARD INDEX FDS06,735+6,73501,5980.45%+1,598
LYFT INC(LYFT)17,34423,085+5,7411733460.10%+173
LEIDOS HOLDINGS INC(LDOS)31,01127,816-3,1952,8493,0110.84%+162
SPDR S&P 500 ETF TR(SPY)03,677+3,67701,7480.49%+1,748
TJX COS INC NEW(TJX)24,62024,567-532,1752,3050.65%+130
VANGUARD SPECIALIZED FUNDS07,346+7,34601,2520.35%+1,252
SABINE RTY TR(SBR)015,262+15,26201,0330.29%+1,033
TESLA INC(TSLA)3,0783,025-536537520.21%+99
MODERNA INC(MRNA)014,658+14,65801,4580.41%+1,458
VANGUARD INDEX FDS02,992+2,99204920.14%+492
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
026,553+26,55301,1040.31%+1,104
LULULEMON ATHLETICA INC(LULU)68468402753500.10%+74
VANGUARD INDEX FDS9951,052+573874600.13%+72
MASTERCARD INCORPORATED(MA)1,6441,646+26317020.20%+71
VANGUARD INDEX FDS1,7011,70104605290.15%+68
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,5923,404-1885906550.18%+66
ISHARES TR03,631+3,63106000.17%+600
SPDR S&P MIDCAP 400 ETF TR(MDY)0600+60003040.09%+304
WISDOMTREE TR(WT)06,718+6,71804460.13%+446
ISHARES TR06,307+6,30704740.13%+474
SPOTIFY TECHNOLOGY S A(SPOT)2,3842,151-2333694040.11%+36
META PLATFORMS INC(META)2,3502,170-1807387680.22%+30
NUCOR CORP(NUE)01,627+1,62702830.08%+283
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
12,29612,270-269209490.27%+29
GOLUB CAP BDC INC(GBDC)28,44828,44804034300.12%+26
HCA HEALTHCARE INC(HCA)0848+84802300.06%+230
INVESCO EXCH TRADED FD TR II3,5003,50002042190.06%+16
STRYKER CORPORATION(SYK)1,2301,128-1023243380.09%+14
QUANTUMSCAPE CORP(QS)31,14028,026-3,1141821950.05%+13
MCDONALDS CORP(MCD)855773-822182290.06%+11
SPDR GOLD TR(GLD)1,4791,446-332712760.08%+6
ALPHABET INC(GOOG)2,0262,013-132792840.08%+4
HOME DEPOT INC(HD)730604-1262082090.06%+1
GREENWAVE TECHNOLOGY SOLUTIO19,45419,454011110.00%-0
VALERO ENERGY CORP(VLO)1,5541,55402032020.06%-1
LOCKHEED MARTIN CORP(LMT)1,2121,190-225415390.15%-1
PFIZER INC(PFE)64,84369,350+4,5072,0001,9970.56%-3
SELECT SECTOR SPDR TR
ST STR CARE ETF
6,3875,928-4598138080.23%-4
NORTHROP GRUMMAN CORP(NOC)95295204584460.13%-12
ELI LILLY & CO(LLY)586556-303383240.09%-14
BANK AMERICA CORP15,35410,804-4,5503933640.10%-29
ABBVIE INC(ABBV)3,0342,618-4164394060.11%-33
SELECT SECTOR SPDR TR
ST STR UTIL ETF
4,5193,545-9742602250.06%-36
SPDR SER TR
ST STR SP500DIV
06,005+6,00502350.07%+235
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
4,1312,748-1,3833342530.07%-81
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