Fund HoldingsNORDEN GROUP LLC

Total Portfolio Value
$492.31M
Total Bought
$252.11M
Total Sold
$339.80M
Net Transaction
-$87.69M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
PGIM ETF TR
PGIM ULTRA SH BD
0262,738+262,738013,0582.65%+13,058
SPDR SER TR
ST BLOO HIGH ETF
0103,434+103,43409,8472.00%+9,847
ISHARES TR069,852+69,85206,6811.36%+6,681
ISHARES TR052,213+52,21306,5641.33%+6,564
ISHARES TR079,383+79,38306,5071.32%+6,507
ISHARES TR047,727+47,72706,4461.31%+6,446
ALPHABET INC(GOOG)038,971+38,97105,9341.21%+5,934
NVIDIA CORPORATION(NVDA)8,73310,738+2,0054,3259,7031.97%+5,378
ISHARES TR025,811+25,81104,8220.98%+4,822
ISHARES TR056,773+56,77304,7940.97%+4,794
MICROSOFT CORP(MSFT)38,51945,769+7,25014,48519,2563.91%+4,771
AMAZON COM INC(AMZN)70,50185,259+14,75810,71215,3793.12%+4,667
META PLATFORMS INC(META)4,51412,293+7,7791,5985,9691.21%+4,372
ISHARES TR050,330+50,33004,1160.84%+4,116
JPMORGAN CHASE & CO(JPM)018,869+18,86903,7790.77%+3,779
CLOUDFLARE INC(NET)038,990+38,99003,7750.77%+3,775
TEXAS INSTRS INC(TXN)022,940+22,94003,9960.81%+3,996
LAM RESEARCH CORP(LRCX)03,554+3,55403,4530.70%+3,453
CORCEPT THERAPEUTICS INC(CORT)0116,850+116,85002,9430.60%+2,943
SPDR INDEX SHS FDS
ST STR PO EX ETF
0118,708+118,70804,2550.86%+4,255
INVESCO QQQ TR6,05511,074+5,0192,4804,9171.00%+2,437
EXPEDIA GROUP INC(EXPE)017,482+17,48202,4080.49%+2,408
SPDR S&P 500 ETF TR(SPY)7,48311,181+3,6983,5575,8481.19%+2,292
ISHARES TR024,022+24,02202,2730.46%+2,273
SPDR SER TR
ST STR P500GRW
026,247+26,24701,9200.39%+1,920
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0252,915+252,915012,7602.59%+12,760
CISCO SYS INC(CSCO)68,108104,420+36,3123,4415,2121.06%+1,771
NETFLIX INC(NFLX)08,616+8,61605,2331.06%+5,233
EXXON MOBIL CORP026,383+26,38303,0670.62%+3,067
VISA INC(V)017,870+17,87004,9871.01%+4,987
SPDR SER TR
ST STR P500VAL
030,644+30,64401,5350.31%+1,535
SPDR SER TR
ST STR P500ETF
024,117+24,11701,4840.30%+1,484
AMGEN INC(AMGN)7,22812,445+5,2172,0823,5380.72%+1,456
ISHARES TR
US TREAS BD ETF
063,875+63,87501,4540.30%+1,454
ISHARES TR016,039+16,03901,4380.29%+1,438
ISHARES TR018,409+18,40901,4310.29%+1,431
THERMO FISHER SCIENTIFIC INC(TMO)05,086+5,08602,9560.60%+2,956
MASTERCARD INCORPORATED(MA)8,00610,052+2,0463,4154,8410.98%+1,426
ISHARES TR
0-5YR HI YL CP
032,547+32,54701,3850.28%+1,385
COOPER COS INC(COO)013,493+13,49301,3690.28%+1,369
NOVO-NORDISK A S(NVO)029,905+29,90503,8400.78%+3,840
ISHARES TR014,613+14,61301,1670.24%+1,167
SPDR SER TR
ST STR BACKE ETF
053,404+53,40401,1600.24%+1,160
PETROLEO BRASILEIRO SA PETRO(PBR)82,051162,050+79,9991,3102,4650.50%+1,154
PROCTER AND GAMBLE CO(PG)015,496+15,49602,5140.51%+2,514
ABBOTT LABS029,535+29,53503,3570.68%+3,357
SALESFORCE INC(CRM)11,53013,471+1,9413,0344,0570.82%+1,023
DOUBLEVERIFY HLDGS INC(DV)028,871+28,87101,0150.21%+1,015
CHEVRON CORP NEW(CVX)014,031+14,03102,2130.45%+2,213
ISHARES TR01,924+1,92401,0110.21%+1,011
VANGUARD INDEX FDS05,963+5,96309710.20%+971
VALE S A82,512185,612+103,1001,3092,2630.46%+954
MORNINGSTAR INC(MORN)3,9596,752+2,7931,1332,0820.42%+949
AIRBNB INC018,511+18,51103,0540.62%+3,054
BONDBLOXX ETF TRUST
BLOOMBERG SIX MN
017,490+17,49008800.18%+880
SPDR INDEX SHS FDS
ST PORT MARK ETF
024,287+24,28708790.18%+879
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
010,803+10,80308700.18%+870
SPDR SER TR
ST STR SP400GRW
09,822+9,82208570.17%+857
QUALCOMM INC(QCOM)10,37813,830+3,4521,5012,3410.48%+840
BROADCOM INC(AVGO)1,1251,577+4521,2562,0900.42%+834
SPDR SER TR
ST SHOR CORP ETF
026,825+26,82507990.16%+799
VERIZON COMMUNICATIONS INC(VZ)050,629+50,62902,1240.43%+2,124
WATSCO INC(WSO)01,829+1,82907900.16%+790
SPDR SER TR
ST STR SP400VAL
010,369+10,36907880.16%+788
JOHNSON & JOHNSON(JNJ)013,948+13,94802,2060.45%+2,206
ACCENTURE PLC IRELAND
SHS CLASS A
011,849+11,84904,1070.83%+4,107
VANECK ETF TRUST
HIGH YLD MUNIETF
014,702+14,70207680.16%+768
RYAN SPECIALTY HOLDINGS INC(RYAN)040,686+40,68602,2580.46%+2,258
WISDOMTREE TR(WT)09,620+9,62007330.15%+733
ZOETIS INC(ZTS)011,845+11,84502,0040.41%+2,004
WILLIAMS SONOMA INC(WSM)2,8234,033+1,2105701,2810.26%+711
APPLIED MATLS INC06,654+6,65401,3720.28%+1,372
CATERPILLAR INC(CAT)01,833+1,83306720.14%+672
AAON INC016,847+16,84701,4840.30%+1,484
BANK AMERICA CORP40,94053,029+12,0891,3782,0110.41%+632
COCA COLA CO(KO)028,892+28,89201,7680.36%+1,768
COMFORT SYS USA INC(FIX)4,0654,578+5138361,4540.30%+618
ELI LILLY & CO(LLY)02,053+2,05301,5970.32%+1,597
PROSHARES TR
PSHS ULT S&P 500
07,946+7,94606160.13%+616
VANGUARD INDEX FDS02,603+2,60306140.12%+614
WELLS FARGO CO NEW(WFC)032,903+32,90301,9070.39%+1,907
ISHARES TR010,013+10,01306080.12%+608
ISHARES TR02,018+2,01806060.12%+606
SELECT SECTOR SPDR TR
ST STR ENERG ETF
06,295+6,29505940.12%+594
COSTCO WHSL CORP NEW(COST)02,418+2,41801,7710.36%+1,771
SPDR SER TR
ST LON TREAS ETF
020,956+20,95605860.12%+586
AUTODESK INC09,776+9,77602,5460.52%+2,546
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
010,540+10,54005570.11%+557
MERCK & CO INC(MRK)014,332+14,33201,8910.38%+1,891
SPDR SER TR
ST STR SP600GRWO
06,301+6,30105500.11%+550
ASML HOLDING N V
N Y REGISTRY SHS
0902+90208760.18%+876
ALTRIA GROUP INC(MO)012,449+12,44905430.11%+543
SPDR SER TR
ST STR SP600SM C
06,481+6,48105380.11%+538
BERKSHIRE HATHAWAY INC DEL06,289+6,28902,6440.54%+2,644
MARRIOTT INTL INC NEW(MAR)02,075+2,07505240.11%+524
VANGUARD INDEX FDS02,177+2,17705220.11%+522
PHILIP MORRIS INTL INC(PM)019,337+19,33701,7720.36%+1,772
ISHARES TR05,396+5,39605110.10%+511
LOWES COS INC(LOW)05,584+5,58401,4220.29%+1,422
KIMBERLY-CLARK CORP(KMB)03,886+3,88605030.10%+503
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