Fund Holdings — NORDEN GROUP LLC

Total Portfolio Value
$1.32B
Total Bought
$948.55M
Total Sold
$211.47M
Net Transaction
+$737.08M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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SPDR SER TR
ST STR BLO 1 ETF
1,426,2544,606,491+3,180,237104,008295,13822.39%+191,131
JPMORGAN CHASE & CO39,333401,890+362,5576,69170,0525.32%+63,361
VANGUARD INDEX FDS61,616176,274+114,65811,90238,4932.92%+26,591
AAON INC11,297305,550+294,25383526,9202.04%+26,085
WISDOMTREE TR(WT)3,517161,319+157,80226312,2980.93%+12,035
PGIM ETF TR
PGIM ULTRA SH BD
50,999262,738+211,7392,51913,0580.99%+10,539
BONDBLOXX ETF TRUST
BLOOMBERG ONE YR
12,800222,324+209,52464311,1760.85%+10,534
SPDR SER TR
ST BLOO HIGH ETF
0103,434+103,43409,8470.75%+9,847
OCCIDENTAL PETE CORP(OXY)0124,329+124,32908,0800.61%+8,080
ISHARES TR069,852+69,85206,6810.51%+6,681
ISHARES TR052,213+52,21306,5640.50%+6,564
ISHARES TR079,383+79,38306,5070.49%+6,507
ISHARES TR047,727+47,72706,4460.49%+6,446
ALPHABET INC(GOOG)038,971+38,97105,9340.45%+5,934
SELECT SECTOR SPDR TR
ST STR SVC ETF
8,85356,067+47,2141,0076,5520.50%+5,545
NVIDIA CORPORATION(NVDA)8,73310,738+2,0054,3259,7030.74%+5,378
ISHARES TR025,811+25,81104,8220.37%+4,822
ISHARES TR056,773+56,77304,7940.36%+4,794
MICROSOFT CORP(MSFT)38,51945,769+7,25014,48519,2561.46%+4,771
AMAZON COM INC(AMZN)70,50185,259+14,75810,71215,3791.17%+4,667
META PLATFORMS INC(META)4,51412,293+7,7791,5985,9690.45%+4,372
ISHARES TR050,330+50,33004,1160.31%+4,116
PROSHARES TR
PSHS ULT MCAP400
5,18673,651+68,4653374,2710.32%+3,933
GALLAGHER ARTHUR J & CO(AJG)015,352+15,35203,8410.29%+3,841
JPMORGAN CHASE & CO(JPM)018,869+18,86903,7790.29%+3,779
CLOUDFLARE INC(NET)038,990+38,99003,7750.29%+3,775
XCEL ENERGY INC(XEL)066,672+66,67203,5840.27%+3,584
ROYAL GOLD INC(RGLD)027,217+27,21703,3150.25%+3,315
TEXAS INSTRS INC(TXN)5,52022,940+17,4209413,9960.30%+3,055
LAM RESEARCH CORP(LRCX)6333,554+2,9214963,4530.26%+2,957
CORCEPT THERAPEUTICS INC(CORT)0116,850+116,85002,9430.22%+2,943
SPDR INDEX SHS FDS
ST STR PO EX ETF
40,117118,708+78,5911,3734,2550.32%+2,882
DOLLAR GEN CORP NEW(DG)018,183+18,18302,8390.22%+2,839
COTERRA ENERGY INC0101,392+101,39202,8270.21%+2,827
XYLEM INC(XYL)021,824+21,82402,8210.21%+2,821
PRUDENTIAL FINL INC(PFH)023,758+23,75802,7890.21%+2,789
DIGITAL RLTY TR INC(DLR)018,989+18,98902,7350.21%+2,735
ATMOS ENERGY CORP(ATO)022,792+22,79202,7090.21%+2,709
KINDER MORGAN INC DEL(KMI)0138,450+138,45002,5390.19%+2,539
OWENS CORNING NEW(OC)015,056+15,05602,5110.19%+2,511
LENNOX INTL INC(LII)05,088+5,08802,4870.19%+2,487
IDEXX LABS INC(IDXX)04,537+4,53702,4500.19%+2,450
INVESCO QQQ TR6,05511,074+5,0192,4804,9170.37%+2,437
PRICESMART INC(PSMT)028,812+28,81202,4200.18%+2,420
LULULEMON ATHLETICA INC(LULU)06,174+6,17402,4120.18%+2,412
EXPEDIA GROUP INC(EXPE)017,482+17,48202,4080.18%+2,408
BAKER HUGHES COMPANY(BKR)071,415+71,41502,3920.18%+2,392
MSCI INC(MSCI)04,256+4,25602,3860.18%+2,386
FOX CORP(FOX)076,086+76,08602,3790.18%+2,379
MARVELL TECHNOLOGY INC(MRVL)033,502+33,50202,3740.18%+2,374
FISERV INC(FISV)014,760+14,76002,3590.18%+2,359
RPM INTL INC(RPM)019,824+19,82402,3590.18%+2,359
TRUIST FINL CORP(TFC)060,320+60,32002,3510.18%+2,351
SMITH DOUGLAS HOMES CORP(SDHC)078,484+78,48402,3310.18%+2,331
FTI CONSULTING INC(FCN)011,046+11,04602,3230.18%+2,323
SPDR S&P 500 ETF TR(SPY)7,48311,181+3,6983,5575,8480.44%+2,292
HEICO CORP NEW014,450+14,45002,2860.17%+2,286
FORTINET INC(FTNT)033,337+33,33702,2770.17%+2,277
ISHARES TR024,022+24,02202,2730.17%+2,273
ALLEGION PLC(ALLE)016,860+16,86002,2710.17%+2,271
CAPITAL ONE FINL CORP(COF)015,041+15,04102,2390.17%+2,239
MONSTER BEVERAGE CORP NEW(MNST)037,632+37,63202,2310.17%+2,231
DEXCOM INC(DXCM)016,058+16,05802,2270.17%+2,227
EATON CORP PLC(ETN)06,960+6,96002,1760.17%+2,176
CHIPOTLE MEXICAN GRILL INC(CMG)0744+74402,1630.16%+2,163
CORTEVA INC(CTVA)036,764+36,76402,1200.16%+2,120
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
068,172+68,17202,1150.16%+2,115
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)06,993+6,99302,1080.16%+2,108
NORFOLK SOUTHN CORP(NSC)08,074+8,07402,0580.16%+2,058
AON PLC(AON)06,118+6,11802,0440.16%+2,044
RBC BEARINGS INC(RBC)07,448+7,44802,0140.15%+2,014
ROCKWELL AUTOMATION INC(ROK)06,875+6,87502,0030.15%+2,003
VERISK ANALYTICS INC(VRSK)08,472+8,47201,9970.15%+1,997
CHUBB LIMITED
COM
07,605+7,60501,9710.15%+1,971
EXTRA SPACE STORAGE INC(EXR)013,247+13,24701,9470.15%+1,947
SPDR SER TR
ST STR P500GRW
026,247+26,24701,9200.15%+1,920
OMNICOM GROUP INC(OMC)019,224+19,22401,8600.14%+1,860
NUCOR CORP(NUE)09,328+9,32801,8470.14%+1,847
SOUTHERN COPPER CORP(SCCO)017,088+17,08801,8200.14%+1,820
GLOBAL X FDS
EMERGING MKT GRT
070,244+70,24401,8140.14%+1,814
CROWN CASTLE INC(CCI)017,055+17,05501,8040.14%+1,804
KENVUE INC(KVUE)083,510+83,51001,7920.14%+1,792
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
218,596252,915+34,31910,98012,7600.97%+1,779
NXP SEMICONDUCTORS N V
COM
07,161+7,16101,7750.13%+1,775
CISCO SYS INC(CSCO)68,108104,420+36,3123,4415,2120.40%+1,771
EQUIFAX INC(EFX)06,604+6,60401,7670.13%+1,767
BOEING CO(BA)09,114+9,11401,7590.13%+1,759
BERKLEY W R CORP019,692+19,69201,7420.13%+1,742
BEST BUY INC(BBY)021,000+21,00001,7230.13%+1,723
OTIS WORLDWIDE CORP(OTIS)017,346+17,34601,7220.13%+1,722
AZENTA INC(AZTA)028,526+28,52601,7200.13%+1,720
NETFLIX INC(NFLX)7,2228,616+1,3943,5165,2330.40%+1,717
FERGUSON PLC NEW07,668+7,66801,6750.13%+1,675
ROPER TECHNOLOGIES INC(ROP)02,964+2,96401,6620.13%+1,662
SCHWAB STRATEGIC TR3,33924,063+20,7242541,9100.14%+1,656
UBER TECHNOLOGIES INC(UBER)021,450+21,45001,6510.13%+1,651
EXXON MOBIL CORP14,38226,383+12,0011,4383,0670.23%+1,629
VISA INC(V)12,91217,870+4,9583,3624,9870.38%+1,625
HALLIBURTON CO(HAL)040,620+40,62001,6010.12%+1,601
DOLLAR TREE INC(DLTR)011,664+11,66401,5530.12%+1,553
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NORDEN GROUP LLC — 13F Holdings — Q1 2024 | TickerTrail