ALERUS FINANCIAL NA Diversified Active

Location: Grand Forks, ND

CIK: 0000919458 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value: $1.363B (100.0% shares, 0.0% debt)

Holdings (157)

VOO VANGUARD INDEX FDS 10.7%
Value $146M Shares 276,782 Est. Cost Unrealized
DFAX DIMENSIONAL ETF TRUST 7.1%
Value $96.94M Shares 3,589,080 Est. Cost Unrealized
AGG ISHARES TRUST 5.8%
Value $78.62M Shares 776,338 Est. Cost Unrealized
IXUS ISHARES TRUST 5.7%
Value $77.63M Shares 1,068,877 Est. Cost Unrealized
AAPL APPLE COMPUTER 4.1%
Value $56.12M Shares 240,849 Est. Cost Unrealized
MSFT MICROSOFT INC 3.7%
Value $50.86M Shares 118,188 Est. Cost Unrealized
ALRS ALERUS FINANCIAL CORP 3.6%
Value $48.61M Shares 2,124,723 Est. Cost Unrealized
NVDA NIVIDIA CORP 3.4%
Value $46.59M Shares 383,649 Est. Cost Unrealized
IWR ISHARES RUSSELL MIDCAP 2.6%
Value $35.25M Shares 399,888 Est. Cost Unrealized
VCLT VANGUARD SCOTTSDALE FDS 2.4%
Value $32.35M Shares 398,266 Est. Cost Unrealized
AVGO BROADCOM INC 2.2%
Value $30.49M Shares 176,743 Est. Cost Unrealized
JPM JP MORGAN CHASE & CO 1.8%
Value $24.17M Shares 114,618 Est. Cost Unrealized
AMZN AMAZON.COM INC 1.8%
Value $24.14M Shares 129,536 Est. Cost Unrealized
GOOGL ALPHABET INC 1.6%
Value $21.96M Shares 132,415 Est. Cost Unrealized
LLY LILLY ELI & CO 1.3%
Value $18.17M Shares 20,507 Est. Cost Unrealized
ETN EATON CORP PLC 1.3%
Value $17.92M Shares 54,070 Est. Cost Unrealized
META META PLATFORMS INC 1.2%
Value $16.26M Shares 28,401 Est. Cost Unrealized
XOM EXXON MOBIL CORP COM 1.1%
Value $15.34M Shares 130,870 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY 1.1%
Value $14.79M Shares 32,128 Est. Cost Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 1.0%
Value $13.75M Shares 528,228 Est. Cost Unrealized
TSLA TESLA INC 0.9%
Value $12.01M Shares 45,922 Est. Cost Unrealized
SO SOUTHERN COMPANY 0.8%
Value $10.73M Shares 119,026 Est. Cost Unrealized
FITB FIFTH THIRD BANCORP 0.8%
Value $10.42M Shares 243,325 Est. Cost Unrealized
IBM IBM 0.7%
Value $9.791M Shares 44,286 Est. Cost Unrealized
HEI HEICO CORP NEW 0.7%
Value $9.64M Shares 36,867 Est. Cost Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.7%
Value $9.541M Shares 35,202 Est. Cost Unrealized
PH PARKER HANNIFEN CORPORATION 0.7%
Value $9.532M Shares 15,086 Est. Cost Unrealized
BBY BEST BUY INC 0.7%
Value $9.464M Shares 91,621 Est. Cost Unrealized
ABBV ABBVIE INC 0.7%
Value $9.373M Shares 47,465 Est. Cost Unrealized
CLX CLOROX CO DEL 0.7%
Value $9.366M Shares 57,492 Est. Cost Unrealized
MET METLIFE INC 0.7%
Value $9.335M Shares 113,181 Est. Cost Unrealized
T AT&T INC 0.7%
Value $9.111M Shares 414,149 Est. Cost Unrealized
TLT ISHARES TR 0.7%
Value $9.059M Shares 92,342 Est. Cost Unrealized
DLR DIGITAL RLTY TR INC 0.7%
Value $9.023M Shares 55,756 Est. Cost Unrealized
UNILEVER PLC ADR 0.7%
Value $8.9M Shares 137,001 Est. Cost Unrealized
COR CENCORA INC 0.6%
Value $8.629M Shares 38,336 Est. Cost Unrealized
JNJ JOHNSON AND JOHNSON 0.6%
Value $8.61M Shares 53,127 Est. Cost Unrealized
CVX CHEVRON TEXACO 0.6%
Value $8.486M Shares 57,625 Est. Cost Unrealized
TTWO TAKE-2 INTERACTIVE SOFTWAR 0.6%
Value $8.398M Shares 54,637 Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 0.6%
Value $8.179M Shares 97,607 Est. Cost Unrealized
XLE SELECT SECTOR SPDR ETF 0.6%
Value $8.065M Shares 91,853 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.6%
Value $8.06M Shares 15,601 Est. Cost Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.6%
Value $8.019M Shares 391,946 Est. Cost Unrealized
GE GENERAL ELECTRIC CO 0.6%
Value $7.958M Shares 42,197 Est. Cost Unrealized
WFC WELLS FARGO & CO NEW CO 0.6%
Value $7.836M Shares 138,712 Est. Cost Unrealized
ZTS ZOETIS INC 0.5%
Value $6.997M Shares 35,813 Est. Cost Unrealized
VZ VERIZON COMMUNICATION 0.5%
Value $6.917M Shares 154,028 Est. Cost Unrealized
ICLR ICON PLC 0.5%
Value $6.901M Shares 24,020 Est. Cost Unrealized
CEG CONSTELLATION ENERGY CORP 0.5%
Value $6.889M Shares 26,494 Est. Cost Unrealized
QSR RESTURANT BRANDS INTERNATIONAL INC 0.5%
Value $6.665M Shares 92,417 Est. Cost Unrealized
NFLX NETFLIX INC 0.5%
Value $6.496M Shares 9,158 Est. Cost Unrealized
MMM 3M COMPANY 0.5%
Value $6.302M Shares 46,099 Est. Cost Unrealized
STX SEAGATE TECHNOLOGY HOLDINGS PL 0.4%
Value $6.118M Shares 55,853 Est. Cost Unrealized
HAS HASBRO INC 0.4%
Value $6.112M Shares 84,512 Est. Cost Unrealized
WMT WALMART INC 0.4%
Value $6.098M Shares 75,516 Est. Cost Unrealized
CSCO CISCO SYSTEMS 0.4%
Value $5.972M Shares 112,210 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC 0.4%
Value $5.906M Shares 9,547 Est. Cost Unrealized
MRK MERCK & CO INC 0.4%
Value $5.896M Shares 51,918 Est. Cost Unrealized
XLB SELECT SECTOR SPDR EFT 0.4%
Value $5.596M Shares 58,061 Est. Cost Unrealized
WDC WESTERN DIGITAL CORPORATION DEL 0.4%
Value $5.4M Shares 79,075 Est. Cost Unrealized
WSO WATSCO INC 0.4%
Value $5.331M Shares 10,838 Est. Cost Unrealized
XLF SELECT SECTOR SPDR TR 0.4%
Value $5.286M Shares 116,641 Est. Cost Unrealized
TGT TARGET CORP 0.4%
Value $5.28M Shares 33,876 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.4%
Value $5.263M Shares 50,743 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHAN 0.4%
Value $5.227M Shares 32,536 Est. Cost Unrealized
XLP SELECT SECTOR SPDR TR 0.4%
Value $5.02M Shares 60,478 Est. Cost Unrealized
VRT VERTIV HOLDINGS CO 0.4%
Value $5.009M Shares 50,347 Est. Cost Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value $4.749M Shares 35,067 Est. Cost Unrealized
DOW DOW INC 0.3%
Value $4.465M Shares 81,729 Est. Cost Unrealized
KVUE KENVUE INC 0.3%
Value $4.426M Shares 191,345 Est. Cost Unrealized
V VISA INC 0.3%
Value $4.343M Shares 15,795 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value $4.19M Shares 8,485 Est. Cost Unrealized
ORCL ORACLE CORP 0.3%
Value $4.104M Shares 24,082 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value $4.099M Shares 7,011 Est. Cost Unrealized
MRSH MARSH & MCLENNAN COS INC 0.3%
Value $4.094M Shares 18,353 Est. Cost Unrealized
PG PROCTER AND GAMBLE COMP 0.3%
Value $4.089M Shares 23,611 Est. Cost Unrealized
ATR APTARGROUP INC 0.3%
Value $3.971M Shares 24,790 Est. Cost Unrealized
AIZ ASSURANT INC 0.3%
Value $3.602M Shares 18,115 Est. Cost Unrealized
UNP UNION PAC CORP 0.3%
Value $3.53M Shares 14,323 Est. Cost Unrealized
ACGL ARCH CAP GROUP LTD 0.2%
Value $3.405M Shares 30,436 Est. Cost Unrealized
XBI SPDR SER TR 0.2%
Value $3.39M Shares 34,314 Est. Cost Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value $3.27M Shares 40,479 Est. Cost Unrealized
NOW SERVICENOW INC 0.2%
Value $3.163M Shares 3,537 Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value $3.093M Shares 53,682 Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO 0.2%
Value $3.003M Shares 10,674 Est. Cost Unrealized
DIS DISNEY WALT CO 0.2%
Value $3.002M Shares 31,205 Est. Cost Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.2%
Value $2.947M Shares 34,457 Est. Cost Unrealized
IVV ISHARES TRUST 0.2%
Value $2.778M Shares 4,816 Est. Cost Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value $2.627M Shares 13,110 Est. Cost Unrealized
SHOP SHOPIFY INC 0.2%
Value $2.601M Shares 32,455 Est. Cost Unrealized
LNG CHENIERE ENERGY INC 0.2%
Value $2.548M Shares 14,170 Est. Cost Unrealized
IYR ISHARES TR 0.2%
Value $2.526M Shares 24,800 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value $2.459M Shares 7,195 Est. Cost Unrealized
CYBERARK SOFTWARE LTD 0.2%
Value $2.452M Shares 8,408 Est. Cost Unrealized
HD HOME DEPOT INC 0.2%
Value $2.291M Shares 5,654 Est. Cost Unrealized
IVW ISHARES S&P 500 GROWTH 0.2%
Value $2.151M Shares 22,464 Est. Cost Unrealized
M MACYS INC 0.2%
Value $2.144M Shares 136,664 Est. Cost Unrealized
FCX FREEPORT-MCMORAN COPPER & GOLD 0.1%
Value $2.012M Shares 40,297 Est. Cost Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value $1.799M Shares 13,192 Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $1.716M Shares 3,492 Est. Cost Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value $1.624M Shares 1,410 Est. Cost Unrealized
Z ZILLOW GROUP INC 0.1%
Value $1.604M Shares 25,114 Est. Cost Unrealized
VV VANGUARD INDEX FDS 0.1%
Value $1.502M Shares 5,705 Est. Cost Unrealized
ECL ECOLAB INC 0.1%
Value $1.366M Shares 5,348 Est. Cost Unrealized
KO COCA COLA COMPANY 0.1%
Value $1.351M Shares 18,801 Est. Cost Unrealized
SPY SPDR S &P 500 ETF TR 0.1%
Value $1.1M Shares 1,918 Est. Cost Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value $1.074M Shares 5,198 Est. Cost Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value $991K Shares 2,803 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $951K Shares 3,505 Est. Cost Unrealized
EQIX EQUINIX INC 0.1%
Value $936K Shares 1,055 Est. Cost Unrealized
DE DEERE & CO 0.1%
Value $928K Shares 2,223 Est. Cost Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value $886K Shares 3,264 Est. Cost Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value $854K Shares 10,192 Est. Cost Unrealized
OMC OMNICOM GROUP INC 0.1%
Value $838K Shares 8,108 Est. Cost Unrealized
IWM ISHARES TRUST 0.1%
Value $810K Shares 3,666 Est. Cost Unrealized
WCC WESCO INTL INC 0.1%
Value $777K Shares 4,628 Est. Cost Unrealized
IJH ISHARES TRUST 0.1%
Value $770K Shares 12,350 Est. Cost Unrealized
OKTA OKTA INCORPORATION 0.1%
Value $711K Shares 9,559 Est. Cost Unrealized
COST COSTCO WHSL CORP 0.1%
Value $708K Shares 799 Est. Cost Unrealized
VO VANGUARD INDEX FDS 0.1%
Value $693K Shares 2,628 Est. Cost Unrealized
IJK ISHARES TRUST 0.0%
Value $624K Shares 6,784 Est. Cost Unrealized
LIN LINDE PLC 0.0%
Value $613K Shares 1,286 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.0%
Value $610K Shares 2,195 Est. Cost Unrealized
EFG ISHARES TRUST 0.0%
Value $571K Shares 5,300 Est. Cost Unrealized
IEF ISHARES TR 0.0%
Value $549K Shares 5,594 Est. Cost Unrealized
AMD ADVANCED MIRCO DEVICES INC 0.0%
Value $494K Shares 3,010 Est. Cost Unrealized
CB CHUBB LIMITED 0.0%
Value $491K Shares 1,703 Est. Cost Unrealized
QCOM QUALCOMM INC 0.0%
Value $485K Shares 2,852 Est. Cost Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value $475K Shares 1,910 Est. Cost Unrealized
USB US BANCORP DEL 0.0%
Value $466K Shares 10,199 Est. Cost Unrealized
BAC BANK OF AMERICA 0.0%
Value $466K Shares 11,734 Est. Cost Unrealized
CENTA CENTRAL GARDEN & PET CO 0.0%
Value $453K Shares 14,425 Est. Cost Unrealized
XLK SELECT SECTOR SPDR ETF 0.0%
Value $448K Shares 1,984 Est. Cost Unrealized
DVY ISHARES TRUST 0.0%
Value $446K Shares 3,304 Est. Cost Unrealized
IJR ISHARES TRUST 0.0%
Value $441K Shares 3,773 Est. Cost Unrealized
MDT MEDTRONIC HLDG PLC 0.0%
Value $415K Shares 4,606 Est. Cost Unrealized
MS MORGAN STANLEY 0.0%
Value $355K Shares 3,402 Est. Cost Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value $337K Shares 651 Est. Cost Unrealized
BG BUNGE GLOBAL SA 0.0%
Value $323K Shares 3,347 Est. Cost Unrealized
XCEM COLUMBIA ETF TR II 0.0%
Value $308K Shares 9,439 Est. Cost Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $287K Shares 2,520 Est. Cost Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value $287K Shares 1,872 Est. Cost Unrealized
EMR EMERSON ELECTIC CO 0.0%
Value $280K Shares 2,558 Est. Cost Unrealized
CAT CATERPILLAR INC 0.0%
Value $278K Shares 710 Est. Cost Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value $270K Shares 1,756 Est. Cost Unrealized
LOW LOWES COS INC 0.0%
Value $261K Shares 965 Est. Cost Unrealized
PRU PRUDENTIAL FINANCIAL IN 0.0%
Value $259K Shares 2,139 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.0%
Value $242K Shares 669 Est. Cost Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value $235K Shares 2,031 Est. Cost Unrealized
INTC INTEL INC 0.0%
Value $219K Shares 9,336 Est. Cost Unrealized
IBB ISHARES TR 0.0%
Value $205K Shares 1,405 Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $202K Shares 346 Est. Cost Unrealized
SNAP SNAP INC 0.0%
Value $178K Shares 16,630 Est. Cost Unrealized
WRAP WRAP TECHNOLOGIES INC 0.0%
Value $147K Shares 97,760 Est. Cost Unrealized
GLUCOTRACK INC 0.0%
Value $33,391 Shares 13,855 Est. Cost Unrealized
BWEN BROADWIND INC 0.0%
Value $30,053 Shares 13,239 Est. Cost Unrealized
OXSQ OXFORD SQUARE CAP CORP 0.0%
Value $28,300 Shares 10,000 Est. Cost Unrealized