HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD SPECIALIZED FUNDS (VIG) |
114,990 | +4,138 | $18,678 |
| VIG | 114,990 | +4,138 | $18,678 |
| VANGUARD BD INDEX FDS (BND) |
230,354 | -18,477 | $16,744 |
| BND | 230,354 | -18,477 | $16,744 |
| ISHARES TR (IWB) |
61,292 | +13,693 | $14,939 |
| IWB | 61,292 | +13,693 | $14,939 |
| SPDR INDEX SHS FDS (SPDW) |
435,819 | +101,430 | $14,182 |
| SPDW | 435,819 | +101,430 | $14,182 |
| MICROSOFT CORP |
30,192 | -2,331 | $10,282 |
| MSFT | 30,192 | -2,331 | $10,282 |
| SPDR SER TR (SPTS) |
336,282 | -216,699 | $9,682 |
| SPTS | 336,282 | -216,699 | $9,682 |
| APPLE INC |
45,578 | -780 | $8,841 |
| AAPL | 45,578 | -780 | $8,841 |
| ETF SER SOLUTIONS (JUCY) |
357,875 | +87,227 | $8,719 |
| JUCY | 357,875 | +87,227 | $8,719 |
| JOHNSON & JOHNSON |
43,215 | +63 | $7,153 |
| JNJ | 43,215 | +63 | $7,153 |
| ISHARES TR (IJR) |
68,932 | +5,774 | $6,869 |
| IJR | 68,932 | +5,774 | $6,869 |
| ISHARES TR (GOVT) |
287,383 | +559 | $6,581 |
| GOVT | 287,383 | +559 | $6,581 |
| VANGUARD MALVERN FDS (VTIP) |
137,100 | -2,278 | $6,501 |
| VTIP | 137,100 | -2,278 | $6,501 |
| INVESCO QQQ TR |
15,687 | +8,797 | $5,795 |
| QQQ | 15,687 | +8,797 | $5,795 |
| SCHWAB STRATEGIC TR |
78,233 | +3,683 | $5,681 |
| SCHD | 78,233 | +3,683 | $5,681 |
| ALPHABET INC |
47,242 | -9,560 | $5,655 |
| GOOGL | 47,242 | -9,560 | $5,655 |
| TESLA INC |
15,900 | +2,510 | $4,162 |
| TSLA | 15,900 | +2,510 | $4,162 |
| PALO ALTO NETWORKS INC |
15,594 | -1,144 | $3,984 |
| PANW | 15,594 | -1,144 | $3,984 |
| ISHARES TR (IGIB) |
76,092 | -777 | $3,848 |
| IGIB | 76,092 | -777 | $3,848 |
| AMAZON COM INC |
29,047 | -1,007 | $3,787 |
| AMZN | 29,047 | -1,007 | $3,787 |
| PFIZER INC |
93,640 | +15,475 | $3,435 |
| PFE | 93,640 | +15,475 | $3,435 |
| ACTIVISION BLIZZARD INC |
38,519 | +17,425 | $3,247 |
| ATVI | 38,519 | +17,425 | $3,247 |
| SPDR SER TR (SPAB) |
123,077 | +15,449 | $3,122 |
| SPAB | 123,077 | +15,449 | $3,122 |
| JPMORGAN CHASE & CO |
21,138 | -1,875 | $3,074 |
| JPM | 21,138 | -1,875 | $3,074 |
| META PLATFORMS INC |
10,558 | -2,701 | $3,030 |
| META | 10,558 | -2,701 | $3,030 |
| VANGUARD SCOTTSDALE FDS (VGLT) |
46,905 | +46,905 | $2,980 |
| VGLT | 46,905 | +46,905 | $2,980 |
| VANGUARD TAX MANAGED FDS (VEA) |
60,849 | +1,509 | $2,810 |
| VEA | 60,849 | +1,509 | $2,810 |
| ISHARES TR (IVV) |
6,227 | +4 | $2,776 |
| IVV | 6,227 | +4 | $2,776 |
| ISHARES TR (EMB) |
31,913 | -126 | $2,762 |
| EMB | 31,913 | -126 | $2,762 |
| VANGUARD INDEX FDS (VUG) |
9,451 | -3,036 | $2,671 |
| VUG | 9,451 | -3,036 | $2,671 |
| LILLY ELI & CO |
5,681 | +1,101 | $2,664 |
| LLY | 5,681 | +1,101 | $2,664 |
| NVIDIA CORPORATION |
6,182 | -46 | $2,615 |
| NVDA | 6,182 | -46 | $2,615 |
| DELTA AIR LINES INC DEL |
54,170 | +16,680 | $2,575 |
| DAL | 54,170 | +16,680 | $2,575 |
| SPDR SER TR (SPTM) |
46,897 | -5,597 | $2,553 |
| SPTM | 46,897 | -5,597 | $2,553 |
| VANGUARD INDEX FDS (VTV) |
17,762 | -1,024 | $2,516 |
| VTV | 17,762 | -1,024 | $2,516 |
| SELECT SECTOR SPDR TR (XLE) |
30,237 | -30 | $2,454 |
| XLE | 30,237 | -30 | $2,454 |
| ON SEMICONDUCTOR CORP |
24,992 | +494 | $2,364 |
| ON | 24,992 | +494 | $2,364 |
| TRUIST FINL CORP |
77,491 | +8,012 | $2,352 |
| TFC | 77,491 | +8,012 | $2,352 |
| ISHARES TR (IGSB) |
46,528 | +471 | $2,334 |
| IGSB | 46,528 | +471 | $2,334 |
| SPDR SER TR (BIL) |
24,610 | +24,610 | $2,260 |
| BIL | 24,610 | +24,610 | $2,260 |
| MUELLER INDS INC |
25,284 | +5,628 | $2,207 |
| MLI | 25,284 | +5,628 | $2,207 |
| FORTINET INC |
27,332 | -5,039 | $2,066 |
| FTNT | 27,332 | -5,039 | $2,066 |
| UNITEDHEALTH GROUP INC |
4,218 | +612 | $2,027 |
| UNH | 4,218 | +612 | $2,027 |
| VALERO ENERGY CORP |
17,048 | -732 | $2,000 |
| VLO | 17,048 | -732 | $2,000 |
| WISDOMTREE TR |
29,758 | +3,675 | $1,984 |
| DGRW | 29,758 | +3,675 | $1,984 |
| CVS HEALTH CORP |
28,300 | -2,822 | $1,956 |
| CVS | 28,300 | -2,822 | $1,956 |
| ISHARES TR (IVW) |
27,601 | -3,681 | $1,945 |
| IVW | 27,601 | -3,681 | $1,945 |
| KINDER MORGAN INC DEL |
112,895 | +5,791 | $1,944 |
| KMI | 112,895 | +5,791 | $1,944 |
| VANGUARD WHITEHALL FDS (VIGI) |
25,392 | +8,906 | $1,907 |
| VIGI | 25,392 | +8,906 | $1,907 |
| WALMART INC |
11,992 | -507 | $1,885 |
| WMT | 11,992 | -507 | $1,885 |
| CME GROUP INC |
10,136 | -1,909 | $1,878 |
| CME | 10,136 | -1,909 | $1,878 |
See Full List: All Stocks Held By JT Stratford LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By JT Stratford LLC
|
Size ($ in 1000's)
At 06/30/2023: $371,491 At 03/31/2023: $347,878 JT Stratford LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from JT Stratford LLC 13F filings. Link to 13F filings: SEC filings |
