Fund HoldingsNEOS Investment Management LLC

Total Portfolio Value
$1.61B
Total Bought
$583.47M
Total Sold
$22.20M
Net Transaction
+$561.26M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)66,41993,256+26,83732,89284,2625.22%+51,370
MICROSOFT CORP(MSFT)204,484276,257+71,77376,894116,2277.20%+39,333
AMAZON COM INC(AMZN)260,293361,474+101,18139,54965,2034.04%+25,654
META PLATFORMS INC(META)76,68599,796+23,11127,14348,4593.00%+21,316
APPLE INC(AAPL)409,835554,196+144,36178,90695,0345.89%+16,128
ALPHABET INC(GOOG)159,238223,522+64,28422,24433,7362.09%+11,492
ELI LILLY & CO(LLY)12,67324,265+11,5927,38718,8771.17%+11,490
BROADCOM INC(AVGO)21,59026,068+4,47824,10034,5512.14%+10,451
BERKSHIRE HATHAWAY INC DEL25,80646,036+20,2309,20419,3591.20%+10,155
LINDE PLC(LIN)8,10228,849+20,7473,32813,3950.83%+10,068
ALPHABET INC(GOOG)143,541197,299+53,75820,22930,0411.86%+9,812
JPMORGAN CHASE & CO(JPM)45,17772,874+27,6977,68514,5970.90%+6,912
EXXON MOBIL CORP56,906101,057+44,1515,68911,7470.73%+6,057
ADVANCED MICRO DEVICES INC(AMD)75,69493,005+17,31111,15816,7861.04%+5,628
MASTERCARD INCORPORATED(MA)11,72420,914+9,1905,00010,0720.62%+5,071
NETFLIX INC(NFLX)20,55724,810+4,25310,00915,0680.93%+5,059
COSTCO WHSL CORP NEW(COST)20,85625,298+4,44213,76718,5341.15%+4,767
VISA INC(V)28,04941,345+13,2967,30311,5390.71%+4,236
MERCK & CO INC(MRK)48,61772,244+23,6275,3009,5330.59%+4,232
ABBVIE INC(ABBV)25,05644,369+19,3133,8838,0800.50%+4,197
VERTEX PHARMACEUTICALS INC(VRTX)14,40023,890+9,4905,8599,9860.62%+4,127
PROCTER AND GAMBLE CO(PG)37,64659,167+21,5215,5179,6000.59%+4,083
APPLIED MATLS INC39,41548,900+9,4856,38810,0850.62%+3,697
JOHNSON & JOHNSON(JNJ)38,31160,749+22,4386,0059,6100.60%+3,605
BANK AMERICA CORP97,586173,925+76,3393,2866,5950.41%+3,310
HOME DEPOT INC(HD)18,37625,182+6,8066,3689,6600.60%+3,292
QUALCOMM INC(QCOM)53,90765,047+11,1407,79711,0120.68%+3,216
MICRON TECHNOLOGY INC(MU)51,93064,458+12,5284,4327,5990.47%+3,167
DEXCOM INC(DXCM)23,89143,010+19,1192,9655,9650.37%+3,001
DISNEY WALT CO(DIS)30,07446,070+15,9962,7155,6370.35%+2,922
MEDTRONIC PLC(MDT)25,70457,268+31,5642,1174,9910.31%+2,873
GENERAL ELECTRIC CO(GE)15,36927,323+11,9541,9624,7960.30%+2,834
PEPSICO INC(PEP)079,090+79,090013,8420.86%+13,842
WELLS FARGO CO NEW(WFC)51,53992,011+40,4722,5375,3330.33%+2,796
ORACLE CORP(ORCL)22,49339,966+17,4732,3715,0200.31%+2,649
CHEVRON CORP NEW(CVX)044,295+44,29506,9870.43%+6,987
WALMART INC(WMT)24,431107,505+83,0743,8526,4690.40%+2,617
INTUITIVE SURGICAL INC16,61820,449+3,8315,6068,1610.51%+2,555
COCA COLA CO(KO)59,25997,993+38,7343,4925,9950.37%+2,503
BRISTOL-MYERS SQUIBB CO(BMY)43,87987,542+43,6632,2514,7470.29%+2,496
SALESFORCE INC(CRM)18,02723,902+5,8754,7447,1990.45%+2,455
THERMO FISHER SCIENTIFIC INC(TMO)5,7539,431+3,6783,0545,4810.34%+2,428
UNITEDHEALTH GROUP INC(UNH)17,29523,181+5,8869,10511,4680.71%+2,362
DANAHER CORPORATION(DHR)017,916+17,91604,4740.28%+4,474
BOSTON SCIENTIFIC CORP(BSX)27,82257,252+29,4301,6083,9210.24%+2,313
ACCENTURE PLC IRELAND
SHS CLASS A
8,91415,343+6,4293,1285,3180.33%+2,190
AMGEN INC(AMGN)32,56240,682+8,1209,37911,5670.72%+2,188
ABBOTT LABS24,57742,959+18,3822,7054,8830.30%+2,178
UBER TECHNOLOGIES INC(UBER)29,16451,226+22,0621,7963,9440.24%+2,148
EDWARDS LIFESCIENCES CORP15,04134,086+19,0451,1473,2570.20%+2,110
INTUIT(INTU)13,61016,311+2,7018,50710,6020.66%+2,095
LAM RESEARCH CORP(LRCX)6,4347,317+8835,0397,1090.44%+2,069
VERIZON COMMUNICATIONS INC(VZ)63,663106,073+42,4102,4004,4510.28%+2,051
ISHARES TR29,13650,564+21,4282,8924,9380.31%+2,046
VANGUARD BD INDEX FDS39,37268,175+28,8032,8964,9370.31%+2,041
STRYKER CORPORATION(SYK)09,688+9,68803,4670.21%+3,467
REGENERON PHARMACEUTICALS(REGN)6,0767,610+1,5345,3367,3250.45%+1,988
EATON CORP PLC(ETN)012,325+12,32503,8540.24%+3,854
CISCO SYS INC(CSCO)0234,615+234,615011,7100.73%+11,710
CONOCOPHILLIPS(COP)029,786+29,78603,7910.23%+3,791
TEXAS INSTRS INC(TXN)42,81852,372+9,5547,2999,1240.57%+1,825
RTX CORPORATION(RTX)20,36735,997+15,6301,7143,5110.22%+1,797
UNION PAC CORP(UNP)10,00117,062+7,0612,4564,1960.26%+1,740
COMCAST CORP NEW(CCZ)0230,146+230,14609,9770.62%+9,977
PROGRESSIVE CORP(PGR)014,718+14,71803,0440.19%+3,044
LOWES COS INC(LOW)013,685+13,68503,4860.22%+3,486
CITIGROUP INC(C)048,284+48,28403,0530.19%+3,053
PFIZER INC(PFE)0142,556+142,55603,9560.25%+3,956
INTERNATIONAL BUSINESS MACHS(IBM)17,14523,024+5,8792,8044,3970.27%+1,593
CATERPILLAR INC(CAT)12,68314,546+1,8633,7505,3300.33%+1,580
SERVICENOW INC(NOW)2,9074,739+1,8322,0543,6130.22%+1,559
CONSTELLATION ENERGY CORP(CEG)017,866+17,86603,3030.20%+3,303
SHOCKWAVE MED INC05,692+5,69201,8530.11%+1,853
KLA CORP(KLAC)6,5397,638+1,0993,8015,3360.33%+1,535
NEXTERA ENERGY INC(NEE)051,158+51,15803,2700.20%+3,270
AT&T INC(T)0179,847+179,84703,1650.20%+3,165
PHILIP MORRIS INTL INC(PM)038,541+38,54103,5310.22%+3,531
CRINETICS PHARMACEUTICALS IN(CRNX)040,449+40,44901,8930.12%+1,893
CADENCE DESIGN SYSTEM INC(CDNS)12,82915,702+2,8733,4944,8880.30%+1,393
PACCAR INC(PCAR)030,444+30,44403,7720.23%+3,772
AIRBNB INC20,46225,122+4,6602,7864,1440.26%+1,358
TJX COS INC NEW(TJX)028,174+28,17402,8570.18%+2,857
MORGAN STANLEY(MS)031,706+31,70602,9850.18%+2,985
PROLOGIS INC.(PLD)13,06423,180+10,1161,7413,0190.19%+1,277
AUTOMATIC DATA PROCESSING IN023,216+23,21605,7980.36%+5,798
THE CIGNA GROUP(CI)06,900+6,90002,5060.16%+2,506
FISERV INC(FISV)014,927+14,92702,3860.15%+2,386
MEREO BIOPHARMA GROUP PLC351,905623,430+271,5258132,0570.13%+1,244
CYTOKINETICS INC(CYTK)025,590+25,59001,7940.11%+1,794
ASCENDIS PHARMA A/S(ASND)011,160+11,16001,6870.10%+1,687
SCHWAB CHARLES CORP(SCHW)036,688+36,68802,6540.16%+2,654
DEERE & CO(DE)3,7966,551+2,7551,5182,6910.17%+1,173
IONIS PHARMACEUTICALS INC(IONS)037,303+37,30301,6170.10%+1,617
CHUBB LIMITED
COM
09,196+9,19602,3830.15%+2,383
ALNYLAM PHARMACEUTICALS INC(ALNY)011,369+11,36901,6990.11%+1,699
INTELLIA THERAPEUTICS INC(NTLA)30,71374,670+43,9579362,0540.13%+1,118
CVS HEALTH CORP(CVS)031,986+31,98602,5510.16%+2,551
T-MOBILE US INC(TMUS)45,40251,402+6,0007,2798,3900.52%+1,111
PAYPAL HLDGS INC(PYPL)063,091+63,09104,2260.26%+4,226
ANALOG DEVICES INC(ADI)23,44829,115+5,6674,6565,7590.36%+1,103
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