HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
64,067 | +5,250 | $30,451 |
| SPY | 64,067 | +5,250 | $30,451 |
| INVESCO QQQ TR |
54,234 | +5,514 | $22,210 |
| QQQ | 54,234 | +5,514 | $22,210 |
| VANGUARD INDEX FDS (VTI) |
92,285 | +11,176 | $21,892 |
| VTI | 92,285 | +11,176 | $21,892 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
36,084 | +456 | $13,599 |
| DIA | 36,084 | +456 | $13,599 |
| APPLE INC |
21,081 | +48 | $4,059 |
| AAPL | 21,081 | +48 | $4,059 |
| MICROSOFT CORP |
8,622 | +750 | $3,242 |
| MSFT | 8,622 | +750 | $3,242 |
| ISHARES TR (IJH) |
11,388 | -1,365 | $3,156 |
| IJH | 11,388 | -1,365 | $3,156 |
| NVIDIA CORPORATION |
6,353 | +289 | $3,146 |
| NVDA | 6,353 | +289 | $3,146 |
| VISA INC |
10,726 | +349 | $2,793 |
| V | 10,726 | +349 | $2,793 |
| UNITEDHEALTH GROUP INC |
3,872 | +500 | $2,039 |
| UNH | 3,872 | +500 | $2,039 |
| META PLATFORMS INC |
5,330 | +680 | $1,887 |
| META | 5,330 | +680 | $1,887 |
| COSTCO WHSL CORP NEW |
2,841 | +425 | $1,875 |
| COST | 2,841 | +425 | $1,875 |
| AMAZON COM INC |
12,319 | +1,504 | $1,872 |
| AMZN | 12,319 | +1,504 | $1,872 |
| ELI LILLY & CO |
2,713 | +587 | $1,581 |
| LLY | 2,713 | +587 | $1,581 |
| HOME DEPOT INC |
4,458 | -35 | $1,545 |
| HD | 4,458 | -35 | $1,545 |
| SELECT SECTOR SPDR TR (XLE) |
16,008 | +398 | $1,342 |
| XLE | 16,008 | +398 | $1,342 |
| SHOPIFY INC |
17,095 | +670 | $1,332 |
| SHOP | 17,095 | +670 | $1,332 |
| ALPHABET INC |
9,240 | +60 | $1,302 |
| GOOG | 9,240 | +60 | $1,302 |
| ISHARES TR (SOXX) |
2,135 | -30 | $1,230 |
| SOXX | 2,135 | -30 | $1,230 |
| MORGAN STANLEY |
10,731 | -195 | $1,001 |
| MS | 10,731 | -195 | $1,001 |
| ABBVIE INC |
5,322 | -217 | $825 |
| ABBV | 5,322 | -217 | $825 |
| CATERPILLAR INC |
2,765 | +75 | $818 |
| CAT | 2,765 | +75 | $818 |
| TESLA INC |
2,990 | +50 | $743 |
| TSLA | 2,990 | +50 | $743 |
 BERKSHIRE HATHAWAY INC DEL |
$704 | ||
| BRK.B | 1,975 | +245 | $704 |
| ISHARES TR (IYY) |
5,947 | -148 | $693 |
| IYY | 5,947 | -148 | $693 |
| PALO ALTO NETWORKS INC |
2,350 | +1,420 | $693 |
| PANW | 2,350 | +1,420 | $693 |
| VANGUARD INDEX FDS (VOO) |
1,578 | -63 | $689 |
| VOO | 1,578 | -63 | $689 |
| ISHARES TR (IYT) |
2,377 | -2,723 | $624 |
| IYT | 2,377 | -2,723 | $624 |
| BOEING CO |
2,325 | +2,325 | $606 |
| BA | 2,325 | +2,325 | $606 |
| IDEXX LABS INC |
1,003 | -584 | $557 |
| IDXX | 1,003 | -584 | $557 |
| FIRST TR NAS100 EQ WEIGHTED (QQEW) |
4,722 | +33 | $555 |
| QQEW | 4,722 | +33 | $555 |
| VANGUARD INDEX FDS (VB) |
2,515 | -18,747 | $537 |
| VB | 2,515 | -18,747 | $537 |
| SCHWAB STRATEGIC TR |
9,352 | +140 | $521 |
| SCHB | 9,352 | +140 | $521 |
| SCHWAB CHARLES CORP |
6,314 | -4,800 | $434 |
| SCHW | 6,314 | -4,800 | $434 |
| CHEVRON CORP NEW |
2,852 | -1,015 | $425 |
| CVX | 2,852 | -1,015 | $425 |
| VALERO ENERGY CORP |
2,715 | -100 | $353 |
| VLO | 2,715 | -100 | $353 |
| JPMORGAN CHASE & CO |
1,718 | UNCH | $292 |
| JPM | 1,718 | UNCH | $292 |
| SCHWAB STRATEGIC TR |
3,745 | -34,251 | $285 |
| SCHD | 3,745 | -34,251 | $285 |
| SPDR SER TR (KRE) |
5,215 | +145 | $273 |
| KRE | 5,215 | +145 | $273 |
| SPDR SER TR (XME) |
4,375 | -460 | $262 |
| XME | 4,375 | -460 | $262 |
| SPDR SER TR (SPTM) |
4,175 | +4,175 | $244 |
| SPTM | 4,175 | +4,175 | $244 |
| ADVANCED MICRO DEVICES INC |
1,569 | +1,569 | $231 |
| AMD | 1,569 | +1,569 | $231 |
See Full List: All Stocks Held By Washburn Capital Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Washburn Capital Management Inc.
|
Size ($ in 1000's)
At 12/31/2023: $133,022 At 09/30/2023: $118,389 Washburn Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Washburn Capital Management Inc. 13F filings. Link to 13F filings: SEC filings |
