Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
MICROSOFT CORP | 119,506 | -5,353 | $46,640 |
MSFT | 119,506 | -5,353 | $46,640 |
ISHARES TR (IWM) | 195,515 | +15,330 | $37,312 |
IWM | 195,515 | +15,330 | $37,312 |
VANGUARD WELLINGTON FD (VFMF) | 313,354 | +49,323 | $35,300 |
VFMF | 313,354 | +49,323 | $35,300 |
APPLE INC | 155,592 | -23,601 | $28,571 |
AAPL | 155,592 | -23,601 | $28,571 |
AMAZON COM INC | 182,513 | -404 | $27,954 |
AMZN | 182,513 | -404 | $27,954 |
VANGUARD WELLINGTON FD (VFVA) | 250,128 | +2,639 | $27,246 |
VFVA | 250,128 | +2,639 | $27,246 |
NVIDIA CORPORATION | 47,971 | -7,945 | $23,756 |
NVDA | 47,971 | -7,945 | $23,756 |
VANGUARD INDEX FDS (VUG) | 75,557 | +56 | $23,601 |
VUG | 75,557 | +56 | $23,601 |
VANGUARD TAX MANAGED FDS (VEA) | 462,737 | -16,337 | $21,619 |
VEA | 462,737 | -16,337 | $21,619 |
VANGUARD WELLINGTON FD (VFMV) | 173,919 | -1,405 | $18,162 |
VFMV | 173,919 | -1,405 | $18,162 |
VANGUARD WELLINGTON FD (VFMO) | 137,176 | -3,057 | $17,801 |
VFMO | 137,176 | -3,057 | $17,801 |
WISDOMTREE TR | 347,281 | -739,660 | $17,489 |
USFR | 347,281 | -739,660 | $17,489 |
VANGUARD INTL EQUITY INDEX F (VWO) | 441,864 | -398,399 | $17,485 |
VWO | 441,864 | -398,399 | $17,485 |
JPMORGAN CHASE & CO | 101,622 | -2,920 | $17,071 |
JPM | 101,622 | -2,920 | $17,071 |
ISHARES INC (EMXC) | 315,001 | +107,727 | $16,802 |
EMXC | 315,001 | +107,727 | $16,802 |
VISA INC | 55,280 | -6,381 | $14,662 |
V | 55,280 | -6,381 | $14,662 |
ELI LILLY & CO | 22,563 | UNCH | $14,318 |
LLY | 22,563 | UNCH | $14,318 |
VANGUARD SCOTTSDALE FDS (VGLT) | 211,558 | +189,290 | $12,556 |
VGLT | 211,558 | +189,290 | $12,556 |
INTUIT | 20,051 | -529 | $12,108 |
INTU | 20,051 | -529 | $12,108 |
ISHARES TR (IVV) | 24,911 | -101 | $11,890 |
IVV | 24,911 | -101 | $11,890 |
ISHARES TR (EFAV) | 165,489 | +169 | $11,460 |
EFAV | 165,489 | +169 | $11,460 |
VANGUARD INTL EQUITY INDEX F (VGK) | 182,373 | -1,110 | $11,382 |
VGK | 182,373 | -1,110 | $11,382 |
VANGUARD MUN BD FDS (VTEB) | 219,150 | +150,278 | $11,146 |
VTEB | 219,150 | +150,278 | $11,146 |
ISHARES TR (USMV) | 139,340 | +2,721 | $10,949 |
USMV | 139,340 | +2,721 | $10,949 |
VANGUARD INDEX FDS (VO) | 46,965 | +17 | $10,697 |
VO | 46,965 | +17 | $10,697 |
VANGUARD SCOTTSDALE FDS (VGIT) | 162,710 | +162,710 | $9,619 |
VGIT | 162,710 | +162,710 | $9,619 |
AMERICAN CENTY ETF TR (AVES) | 204,274 | -16,623 | $9,002 |
AVES | 204,274 | -16,623 | $9,002 |
ISHARES INC (EEMV) | 163,694 | +1,176 | $8,859 |
EEMV | 163,694 | +1,176 | $8,859 |
ISHARES TR (IEFA) | 124,517 | -666 | $8,567 |
IEFA | 124,517 | -666 | $8,567 |
INVESCO EXCH TRADED FD TR II (PZA) | 352,193 | +245,733 | $8,470 |
PZA | 352,193 | +245,733 | $8,470 |
SUMITOMO MITSUI FINL GROUP I | 830,747 | +2,110 | $8,183 |
SMFG | 830,747 | +2,110 | $8,183 |
BANK AMERICA CORP | 250,190 | +103 | $8,036 |
BAC | 250,190 | +103 | $8,036 |
ISHARES TR (VLUE) | 74,977 | +9,012 | $7,424 |
VLUE | 74,977 | +9,012 | $7,424 |
VERTEX PHARMACEUTICALS INC | 16,674 | +16,674 | $7,295 |
VRTX | 16,674 | +16,674 | $7,295 |
AMERICAN CENTY ETF TR (AVDV) | 107,009 | -2,651 | $6,484 |
AVDV | 107,009 | -2,651 | $6,484 |
GENERAL MTRS CO | 183,222 | +10,535 | $6,484 |
GM | 183,222 | +10,535 | $6,484 |
DISNEY WALT CO | 66,179 | +4,041 | $6,158 |
DIS | 66,179 | +4,041 | $6,158 |
GENERAL ELECTRIC CO | 47,777 | -80 | $6,114 |
GE | 47,777 | -80 | $6,114 |
AMERICAN CENTY ETF TR (AVUS) | 74,557 | +1,938 | $5,997 |
AVUS | 74,557 | +1,938 | $5,997 |
FREEPORT MCMORAN INC | 153,106 | -1,201 | $5,956 |
FCX | 153,106 | -1,201 | $5,956 |
CATERPILLAR INC | 20,380 | -51 | $5,854 |
CAT | 20,380 | -51 | $5,854 |
IDEXX LABS INC | 11,165 | UNCH | $5,806 |
IDXX | 11,165 | UNCH | $5,806 |
CUMMINS INC | 24,432 | -23 | $5,736 |
CMI | 24,432 | -23 | $5,736 |
ISHARES TR (GOVT) | 233,316 | +233,316 | $5,329 |
GOVT | 233,316 | +233,316 | $5,329 |
QUALCOMM INC | 35,911 | UNCH | $5,068 |
QCOM | 35,911 | UNCH | $5,068 |
CITIGROUP INC | 96,173 | UNCH | $4,988 |
C | 96,173 | UNCH | $4,988 |
UBER TECHNOLOGIES INC | 77,762 | UNCH | $4,950 |
UBER | 77,762 | UNCH | $4,950 |
REGENERON PHARMACEUTICALS | 5,055 | -55 | $4,738 |
REGN | 5,055 | -55 | $4,738 |
DEERE & CO | 11,877 | UNCH | $4,577 |
DE | 11,877 | UNCH | $4,577 |
COMCAST CORP NEW | 104,165 | UNCH | $4,488 |
CMCSA | 104,165 | UNCH | $4,488 |
See Full List: All Stocks Held By Anderson Hoagland & Co.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Anderson Hoagland & Co.
Size ($ in 1000's)
At 12/31/2023: $812,887 At 09/30/2023: $748,042 Anderson Hoagland & Co. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Anderson Hoagland & Co. 13F filings. Link to 13F filings: SEC filings |