HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
229,181 | +67,436 | $108,932 |
| SPY | 229,181 | +67,436 | $108,932 |
| UNITEDHEALTH GROUP INC |
34,425 | +33,497 | $18,124 |
| UNH | 34,425 | +33,497 | $18,124 |
| MICROSOFT CORP |
46,088 | +46,088 | $17,331 |
| MSFT | 46,088 | +46,088 | $17,331 |
| AMAZON COM INC |
92,592 | +92,592 | $14,068 |
| AMZN | 92,592 | +92,592 | $14,068 |
| MASTERCARD INCORPORATED |
29,558 | +29,558 | $12,607 |
| MA | 29,558 | +29,558 | $12,607 |
| INTUIT |
15,270 | +15,270 | $9,544 |
| INTU | 15,270 | +15,270 | $9,544 |
| GALLAGHER ARTHUR J & CO |
41,363 | +41,363 | $9,302 |
| AJG | 41,363 | +41,363 | $9,302 |
| ALPHABET INC |
56,572 | +56,572 | $7,973 |
| GOOG | 56,572 | +56,572 | $7,973 |
| POOL CORP |
18,736 | +18,736 | $7,470 |
| POOL | 18,736 | +18,736 | $7,470 |
| NIKE INC |
67,277 | +39,085 | $7,304 |
| NKE | 67,277 | +39,085 | $7,304 |
| LAM RESEARCH CORP |
8,326 | +8,326 | $6,522 |
| LRCX | 8,326 | +8,326 | $6,522 |
| S&P GLOBAL INC |
13,579 | +13,579 | $5,982 |
| SPGI | 13,579 | +13,579 | $5,982 |
 BERKSHIRE HATHAWAY INC DEL |
$5,713 | ||
| BRK.A | 10 | +5 | $5,426 |
| BRK.B | 806 | UNCH | $287 |
| NVIDIA CORPORATION |
11,362 | +11,362 | $5,626 |
| NVDA | 11,362 | +11,362 | $5,626 |
| SSGA ACTIVE ETF TR (SRLN) |
119,500 | +119,500 | $5,011 |
| SRLN | 119,500 | +119,500 | $5,011 |
| ISHARES TR (HYG) |
46,150 | +46,150 | $3,572 |
| HYG | 46,150 | +46,150 | $3,572 |
| J P MORGAN EXCHANGE TRADED F (JEPQ) |
49,154 | +49,154 | $2,454 |
| JEPQ | 49,154 | +49,154 | $2,454 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
41,624 | +41,624 | $2,288 |
| JEPI | 41,624 | +41,624 | $2,288 |
| VANGUARD WORLD FDS (VDE) |
19,106 | +19,106 | $2,241 |
| VDE | 19,106 | +19,106 | $2,241 |
| SELECT SECTOR SPDR TR (XLE) |
23,700 | +23,700 | $1,987 |
| XLE | 23,700 | +23,700 | $1,987 |
See Full List: All Stocks Held By Whitford Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Whitford Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $254,487 At 09/30/2023: $76,948 Whitford Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Whitford Management LLC 13F filings. Link to 13F filings: SEC filings |
