STANSBERRY ASSET MANAGEMENT, LLC Diversified Active

CIK: 0001725910 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $624,159 (100.0% shares, 0.0% debt)

Holdings (92)

SPY SPDR S&P 500 ETF TR 14.3%
Value ($000) $89,037 Shares 194,200 Est. Cost Unrealized
AMZN AMAZON COM INC 5.7%
Value ($000) $35,608 Shares 10,679 Est. Cost $100.62 Unrealized +70.1%
GOOGL ALPHABET INC 3.8%
Value ($000) $23,500 Shares 8,112 Est. Cost $118.70 Unrealized +20.4%
LMT LOCKHEED MARTIN CORP 3.7%
Value ($000) $22,894 Shares 64,418 Est. Cost $336.00 Unrealized -8.0%
MSFT MICROSOFT CORP 3.5%
Value ($000) $22,113 Shares 65,749 Est. Cost $190.05 Unrealized +64.9%
CVS CVS HEALTH CORP 3.4%
Value ($000) $21,500 Shares 208,417 Est. Cost $60.05 Unrealized +34.0%
DIS DISNEY WALT CO 3.4%
Value ($000) $21,137 Shares 136,469 Est. Cost $122.62 Unrealized +28.7%
AEROJET ROCKETDYNE HLDGS INC 3.3%
Value ($000) $20,905 Shares 447,075 Est. Cost $43.55 Unrealized
DLR DIGITAL RLTY TR INC 3.3%
Value ($000) $20,558 Shares 116,232 Est. Cost $129.86 Unrealized +6.4%
AXS AXIS CAP HLDGS LTD 3.2%
Value ($000) $20,141 Shares 369,761 Est. Cost $39.52 Unrealized +18.0%
VRSK VERISK ANALYTICS INC 3.2%
Value ($000) $20,017 Shares 87,513 Est. Cost $178.92 Unrealized +18.7%
MCD MCDONALDS CORP 2.2%
Value ($000) $14,042 Shares 52,383 Est. Cost $215.84 Unrealized +6.4%
BARRICK GOLD CORP 2.1%
Value ($000) $13,057 Shares 687,231 Est. Cost $15.65 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 2.0%
Value ($000) $12,176 Shares 195,284 Est. Cost $53.80 Unrealized -8.5%
BUD ANHEUSER BUSCH INBEV SA/NV 1.9%
Value ($000) $12,050 Shares 199,021 Est. Cost $54.44 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 1.9%
Value ($000) $11,830 Shares 93,122 Est. Cost $138.45 Unrealized -8.8%
AAPL APPLE INC 1.8%
Value ($000) $11,094 Shares 62,476 Est. Cost $101.96 Unrealized +51.7%
META META PLATFORMS INC 1.7%
Value ($000) $10,836 Shares 32,217 Est. Cost $257.87 Unrealized +27.9%
WORLD GOLD TR 1.7%
Value ($000) $10,729 Shares 590,160 Est. Cost $17.63 Unrealized
SANDERSON FARMS INC 1.5%
Value ($000) $9,653 Shares 50,521 Est. Cost $191.07 Unrealized
CHANGE HEALTHCARE INC 1.5%
Value ($000) $9,626 Shares 450,255 Est. Cost $21.38 Unrealized
TWITTER INC 1.5%
Value ($000) $9,263 Shares 214,314 Est. Cost $43.22 Unrealized
VIACOMCBS INC 1.4%
Value ($000) $8,642 Shares 286,359 Est. Cost $23.53 Unrealized
GDX VANECK ETF TRUST 1.4%
Value ($000) $8,610 Shares 268,829 Est. Cost $26.31 Unrealized
BXMT BLACKSTONE MTG TR INC 1.2%
Value ($000) $7,780 Shares 254,065 Est. Cost $28.37 Unrealized
FNV FRANCO NEV CORP 1.2%
Value ($000) $7,576 Shares 54,784 Est. Cost $102.40 Unrealized +29.9%
WRB BERKLEY W R CORP 1.2%
Value ($000) $7,424 Shares 90,112 Est. Cost $24.22 Unrealized +32.1%
AXP AMERICAN EXPRESS CO 1.1%
Value ($000) $7,038 Shares 43,021 Est. Cost $101.85 Unrealized +58.9%
SPGI S&P GLOBAL INC 1.1%
Value ($000) $6,745 Shares 14,293 Est. Cost $394.12 Unrealized +12.1%
NVR NVR INC 1.0%
Value ($000) $6,062 Shares 1,026 Est. Cost $4356.77 Unrealized +21.1%
KO COCA COLA CO 0.9%
Value ($000) $5,927 Shares 100,101 Est. Cost $41.46 Unrealized +18.6%
GIS GENERAL MLS INC 0.9%
Value ($000) $5,864 Shares 87,037 Est. Cost $43.07 Unrealized +28.3%
V VISA INC 0.9%
Value ($000) $5,853 Shares 27,010 Est. Cost $186.16 Unrealized +11.8%
NOC NORTHROP GRUMMAN CORP 0.9%
Value ($000) $5,593 Shares 14,451 Est. Cost $292.42 Unrealized +19.1%
XILINX INC 0.9%
Value ($000) $5,526 Shares 26,062 Est. Cost $150.99 Unrealized
FIX COMFORT SYS USA INC 0.9%
Value ($000) $5,522 Shares 55,811 Est. Cost $66.94 Unrealized +35.6%
SBUX STARBUCKS CORP 0.8%
Value ($000) $4,964 Shares 42,433 Est. Cost $75.01 Unrealized +36.3%
HSY HERSHEY CO 0.7%
Value ($000) $4,596 Shares 23,754 Est. Cost $113.60 Unrealized +44.0%
CHANNELADVISOR CORP 0.7%
Value ($000) $4,465 Shares 180,955 Est. Cost $24.60 Unrealized
CLX CLOROX CO DEL 0.7%
Value ($000) $4,410 Shares 25,290 Est. Cost $155.21 Unrealized -6.2%
INTC INTEL CORP 0.6%
Value ($000) $3,882 Shares 75,381 Est. Cost $49.42 Unrealized -4.3%
CBOE CBOE GLOBAL MKTS INC 0.6%
Value ($000) $3,767 Shares 28,890 Est. Cost $89.60 Unrealized +36.8%
CEF SPROTT PHYSICAL GOLD & SILVE 0.6%
Value ($000) $3,758 Shares 211,847 Est. Cost $15.10 Unrealized
DOCU DOCUSIGN INC 0.5%
Value ($000) $3,349 Shares 21,990 Est. Cost $93.20 Unrealized +144.6%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $3,251 Shares 19,004 Est. Cost $149.45 Unrealized -2.9%
ENDEAVOR GROUP HLDGS INC 0.4%
Value ($000) $2,686 Shares 76,993 Est. Cost $32.34 Unrealized
SSD SIMPSON MFG INC 0.3%
Value ($000) $2,127 Shares 15,295 Est. Cost $112.65 Unrealized +3.6%
SPLUNK INC 0.3%
Value ($000) $1,898 Shares 16,400 Est. Cost $127.47 Unrealized
BEACON ROOFING SUPPLY INC 0.3%
Value ($000) $1,809 Shares 31,543 Est. Cost $53.43 Unrealized
CRM SALESFORCE COM INC 0.3%
Value ($000) $1,799 Shares 7,076 Est. Cost $266.82 Unrealized +4.0%
SOFI SOFI TECHNOLOGIES INC 0.3%
Value ($000) $1,760 Shares 111,281 Est. Cost $17.25 Unrealized +6.4%
MELI MERCADOLIBRE INC 0.3%
Value ($000) $1,657 Shares 1,229 Est. Cost $1537.92 Unrealized -8.7%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,549 Shares 8,215 Est. Cost $215.88 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.2%
Value ($000) $1,457 Shares 15,875 Est. Cost $129.99 Unrealized -8.1%
SRTA BLADE AIR MOBILITY INC 0.2%
Value ($000) $1,435 Shares 162,465 Est. Cost $9.50 Unrealized 0.0%
ZENDESK INC 0.2%
Value ($000) $1,399 Shares 13,412 Est. Cost $109.26 Unrealized
ALLE ALLEGION PLC 0.2%
Value ($000) $1,378 Shares 10,403 Est. Cost $126.65 Unrealized -2.4%
CWH CAMPING WORLD HLDGS INC 0.2%
Value ($000) $1,376 Shares 34,058 Est. Cost $32.52 Unrealized 0.0%
ABCL ABCELLERA BIOLOGICS INC 0.2%
Value ($000) $1,371 Shares 95,915 Est. Cost $16.19 Unrealized -6.3%
GTY TECHNOLOGY HOLDINGS INC 0.2%
Value ($000) $1,354 Shares 202,028 Est. Cost $7.05 Unrealized
REDFIN CORP 0.2%
Value ($000) $1,350 Shares 35,162 Est. Cost $43.20 Unrealized
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $1,323 Shares 10,033 Est. Cost $133.70 Unrealized -1.7%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $1,246 Shares 68,428 Est. Cost $23.01 Unrealized -4.0%
DJCO DAILY JOURNAL CORP 0.2%
Value ($000) $1,181 Shares 3,312 Est. Cost $342.41 Unrealized +3.1%
HROW HARROW HEALTH INC 0.2%
Value ($000) $1,155 Shares 133,739 Est. Cost $9.54 Unrealized +3.5%
SHARPS COMPLIANCE CORP 0.2%
Value ($000) $1,125 Shares 157,902 Est. Cost $7.59 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,048 Shares 2,526 Est. Cost $267.11 Unrealized +28.5%
CRBU CARIBOU BIOSCIENCES INC 0.2%
Value ($000) $1,017 Shares 67,371 Est. Cost $21.47 Unrealized -9.4%
COUR COURSERA INC 0.2%
Value ($000) $1,008 Shares 41,233 Est. Cost $33.35 Unrealized -8.8%
INTT INTEST CORP 0.2%
Value ($000) $952 Shares 74,845 Est. Cost $12.95 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $933 Shares 9,664 Est. Cost $81.96 Unrealized -5.2%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $920 Shares 58,017 Est. Cost $13.20 Unrealized 0.0%
RITM NEW RESIDENTIAL INVT CORP 0.1%
Value ($000) $882 Shares 82,374 Est. Cost $10.93 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $870 Shares 111,361 Est. Cost $8.20 Unrealized
IMMR IMMERSION CORP 0.1%
Value ($000) $866 Shares 151,690 Est. Cost $6.95 Unrealized -5.2%
C CITIGROUP INC 0.1%
Value ($000) $852 Shares 14,102 Est. Cost $59.14 Unrealized -3.3%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $835 Shares 19,276 Est. Cost $44.07 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $834 Shares 54,108 Est. Cost $12.26 Unrealized +6.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $828 Shares 3,974 Est. Cost $179.97 Unrealized +2.9%
VICI VICI PPTYS INC 0.1%
Value ($000) $822 Shares 27,299 Est. Cost $23.15 Unrealized 0.0%
CTAS CINTAS CORP 0.1%
Value ($000) $814 Shares 1,835 Est. Cost $90.00 Unrealized +15.3%
MMM 3M CO 0.1%
Value ($000) $793 Shares 4,459 Est. Cost $137.32 Unrealized -7.3%
EDIT EDITAS MEDICINE INC 0.1%
Value ($000) $746 Shares 28,085 Est. Cost $42.57 Unrealized -19.1%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $704 Shares 13,554 Est. Cost $41.91 Unrealized -3.6%
FOOT LOCKER INC 0.1%
Value ($000) $692 Shares 15,857 Est. Cost $43.64 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $638 Shares 5,697 Est. Cost $92.59 Unrealized
CBRE CBRE GROUP INC 0.1%
Value ($000) $633 Shares 5,831 Est. Cost $76.06 Unrealized +34.7%
RGLD ROYAL GOLD INC 0.1%
Value ($000) $592 Shares 5,624 Est. Cost $100.83 Unrealized 0.0%
INTU INTUIT 0.1%
Value ($000) $462 Shares 717 Est. Cost $478.85 Unrealized +25.6%
BLFS BIOLIFE SOLUTIONS INC 0.0%
Value ($000) $276 Shares 7,397 Est. Cost $42.92 Unrealized 0.0%
GOOG ALPHABET INC 0.0%
Value ($000) $217 Shares 75 Est. Cost $143.45 Unrealized 0.0%
EQX EQUINOX GOLD CORP 0.0%
Value ($000) $120 Shares 17,719 Est. Cost $7.30 Unrealized 0.0%