Fund HoldingsCVS HEALTH Corp

Total Portfolio Value
$233.74M
Total Bought
$68.02M
Total Sold
$64.43M
Net Transaction
+$3.58M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR S P 500 ETF TRUST(SPY)287,891397,891+110,000165,180233,19699.77%+68,016
PRUDENTIAL FINANCIAL INC(PFH)2,6832,68303253180.14%-7
HEALTH CATALYST INC32,27332,27302632280.10%-35
ISHARES CORE HIGH DIVIDEND ETF
CORE HIGH DV ETF
273,1100-273,11032,1230-32,123
VANGUARD WHITEHALL FDS252,0320-252,03232,3110-32,311
Page 1 of 1