Fund HoldingsAlly Financial Inc.

Total Portfolio Value
$765.25M
Total Bought
$76.57M
Total Sold
$57.63M
Net Transaction
+$18.94M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Invesco S&p 500 Equal Weight Etf
S&P500 EQL WGT
65,000318,000+253,0009,21050,1806.56%+40,971
Ishares 20 Year Treasury Bond Etf873,000873,000077,42686,32211.28%+8,896
Amazon.com Inc(AMZN)272,000272,000034,57741,3285.40%+6,751
Better Home & Finance Holding Company19,550,17219,550,17209,36515,9722.09%+6,608
Pepsico Inc(PEP)030,000+30,00005,0950.67%+5,095
Ishares Core S&p Small-cap Etf271,000271,000025,56329,3363.83%+3,772
Altria Group Inc(MO)090,000+90,00003,6310.47%+3,631
Alphabet Inc(GOOG)024,000+24,00003,3530.44%+3,353
Vanguard Real Estate Etf0261,000+261,000023,0623.01%+23,062
Citigroup Inc(C)0285,000+285,000014,6601.92%+14,660
United Parcel Service Inc(UPS)14,00032,000+18,0002,1825,0310.66%+2,849
Vanguard Ftse All-world Ex-us Etf0651,000+651,000036,5474.78%+36,547
Ishares Russell 2000 Etf113,000113,000019,97222,6802.96%+2,709
Pfizer Inc(PFE)166,000285,000+119,0005,5068,2051.07%+2,699
Air Products And Chemicals Inc09,000+9,00002,4640.32%+2,464
Vanguard Ftse Developed Markets Etf490,000490,000021,42323,4713.07%+2,048
Intel Corp(INTC)133,000133,00004,7286,6830.87%+1,955
Rtx Corp(RTX)46,00062,000+16,0003,3115,2170.68%+1,906
General Electric Co(GE)102,500102,500011,33113,0821.71%+1,751
Nvidia Corp(NVDA)03,300+3,30001,6340.21%+1,634
Verizon Communications Inc(VZ)290,000290,00009,39910,9331.43%+1,534
Vanguard Ftse Europe Etf225,000225,000013,03414,5081.90%+1,474
Walt Disney Co/the(DIS)158,000158,000012,80614,2661.86%+1,460
Medtronic Plc(MDT)63,00077,000+14,0004,9376,3430.83%+1,407
Spdr S&p Biotech Etf
ST STR SP BIOT
85,00085,00006,2077,5900.99%+1,383
Cvs Health Corp(CVS)148,000148,000010,33311,6861.53%+1,353
Merck & Co Inc(MRK)33,00043,000+10,0003,3974,6880.61%+1,291
At&t Inc(T)695,000695,000010,43911,6621.52%+1,223
Becton Dickinson & Co(BDX)05,000+5,00001,2190.16%+1,219
Vanguard High Dividend Yield Etf140,000140,000014,46515,6282.04%+1,163
American Tower Corp(AMT)20,00020,00003,2894,3180.56%+1,029
Utilities Select Sector Spdr Fund
ST STR UTIL ETF
232,000232,000013,67214,6931.92%+1,021
Anheuser-busch Inbev Sa/nv(BUD)105,000105,00005,8076,7850.89%+979
Genuine Parts Co(GPC)07,000+7,00009700.13%+970
Danaher Corp(DHR)10,10015,000+4,9002,5063,4700.45%+964
General Motors Co(GM)30,00053,000+23,0009891,9040.25%+915
Nike Inc(NKE)70,00070,00006,6937,6000.99%+907
Microsoft Corp(MSFT)15,00015,00004,7365,6410.74%+904
Vanguard Ftse Emerging Markets Etf470,000470,000018,42919,3172.52%+888
Target Corp(TGT)10,00014,000+4,0001,1061,9940.26%+888
Alphabet Inc(GOOG)96,00096,000012,65813,5291.77%+872
Walmart Inc(WMT)05,500+5,50008670.11%+867
Conagra Brands Inc(CAG)110,000132,000+22,0003,0163,7830.49%+767
Franklin Resources Inc(BEN)140,000140,00003,4414,1710.54%+729
3m Co(MMM)46,00046,00004,3075,0290.66%+722
Thermo Fisher Scientific Inc(TMO)6,0007,000+1,0003,0373,7160.49%+679
Hca Healthcare Inc(HCA)2,0004,213+2,2134921,1400.15%+648
Apple Inc(AAPL)29,00029,00004,9655,5830.73%+618
Carnival Corp125,000125,00001,7152,3180.30%+603
Crown Castle Inc(CCI)26,00026,00002,3932,9950.39%+602
Honeywell International Inc(HON)24,00024,00004,4345,0330.66%+599
Brown-forman Corp(BF-A)35,90045,900+10,0002,0712,6210.34%+550
Bristol-myers Squibb Co(BMY)66,00085,000+19,0003,8314,3610.57%+531
Goldman Sachs Group Inc/the(GS)8,0008,00002,5893,0860.40%+498
Kraft Heinz Co/the(KHC)131,000131,00004,4074,8440.63%+438
Walgreens Boots Alliance Inc110,000110,00002,4462,8720.38%+426
Gilead Sciences Inc(GILD)70,00070,00005,2465,6710.74%+425
Abbott Laboratories31,00031,00003,0023,4120.45%+410
Capital One Financial Corp(COF)10,00010,00009711,3110.17%+341
Global Payments Inc(GPN)28,50028,50003,2893,6200.47%+331
Ge Healthcare Technologies Inc(GEHC)34,16734,16702,3252,6420.35%+317
Elanco Animal Health Inc(ELAN)79,00079,00008881,1770.15%+289
Paypal Holdings Inc(PYPL)94,00094,00005,4955,7730.75%+277
Veralto Corp(VLTO)03,367+3,36702770.04%+277
Pnc Financial Services Group Inc/the(PNC)8,0008,00009821,2390.16%+257
Anthem Inc(ELV)7,0007,00003,0483,3010.43%+253
Alignment Healthcare Inc(ALHC)151,302151,30201,0501,3030.17%+253
Qualcomm Inc(QCOM)7,0007,00007771,0120.13%+235
Truist Financial Corp(TFC)28,00028,00008011,0340.14%+233
Dollar General Corp(DG)7,0007,00007419520.12%+211
Fidelity National Information Services Inc(FIS)43,00043,00002,3772,5830.34%+206
Under Armour Inc(UA)100,000100,00006858790.11%+194
Coca-cola Co/the(KO)57,00057,00003,1913,3590.44%+168
Viatris Inc(VTRS)152,991152,99101,5081,6570.22%+148
Boston Scientific Corp(BSX)29,00029,00001,5311,6760.22%+145
Lowe's Cos Inc(LOW)7,0007,00001,4551,5580.20%+103
DUPONT DE NEMOURS INC(DD)40,00040,00002,9843,0770.40%+94
Dominion Energy Inc(D)40,00040,00001,7871,8800.25%+93
Chubb Ltd
COM
5,0005,00001,0411,1300.15%+89
Warner Bros Discovery Inc(WBD)168,132168,13201,8261,9130.25%+87
Philip Morris International Inc(PM)48,00048,00004,4444,5160.59%+72
Baxter International Inc71,00071,00002,6802,7450.36%+65
Johnson & Johnson(JNJ)62,00062,00009,6579,7181.27%+61
Estee Lauder Cos Inc/the(EL)27,00027,00003,9033,9490.52%+46
Edwards Lifesciences Corp6,0006,00004164580.06%+42
Airspan Networks Holdings Inc.10,29510,2950210.00%-1
Volkswagen Ag46,00046,00006035970.08%-6
Ebay Inc(EBAY)24,00024,00001,0581,0470.14%-11
Nov Inc(NOV)25,00025,00005235070.07%-15
Comcast Corp(CCZ)223,252223,25209,8999,7901.28%-109
Humana Inc(HUM)5,5005,50002,6762,5180.33%-158
Baidu Inc11,00011,00001,4781,3100.17%-168
Energy Select Sector Spdr Fund
ST STR ENERG ETF
55,00055,00004,9714,6110.60%-360
Schlumberger Nv(SLB)60,00060,00003,4983,1220.41%-376
V2X Inc(VVX)82,22382,22304,2483,8180.50%-429
Alibaba Group Holding Ltd(BABA)75,00075,00006,5065,8130.76%-692
Advanced Micro Devices Inc(AMD)000000
Netflix Inc(NFLX)2,5000-2,5009440-944
Travelers Cos Inc/the(TRV)6,2000-6,2001,0130-1,013
Micron Technology Inc(MU)18,0000-18,0001,2250-1,225
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