Analyst IMS Investment Management Services Ltd. Diversified Active

CIK: 0001634208 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 14, 2015

Total Value ($000): $257,877 (100.0% shares, 0.0% debt)

Holdings (101)

SPY SPDR S&P 500 ETF TR 7.9%
Value ($000) $20,381 Shares 98,729 Est. Cost $205.54 Unrealized
POWERSHARES QQQ TRUST 6.8%
Value ($000) $17,638 Shares 167,026 Est. Cost $105.56 Unrealized
IVV ISHARES TR 5.8%
Value ($000) $14,857 Shares 71,488 Est. Cost $206.87 Unrealized
SPDR DOW JONES INDL AVRG ETF 4.7%
Value ($000) $12,011 Shares 67,637 Est. Cost $177.88 Unrealized
ORBOTECH LTD 4.1%
Value ($000) $10,680 Shares 668,147 Est. Cost $15.98 Unrealized
NVS NOVARTIS A G 3.7%
Value ($000) $9,633 Shares 97,692 Est. Cost $92.70 Unrealized
CSCO CISCO SYS INC 3.2%
Value ($000) $8,298 Shares 301,390 Est. Cost $18.31 Unrealized +9.8%
PFE PFIZER INC 2.5%
Value ($000) $6,568 Shares 188,748 Est. Cost $17.97 Unrealized +11.9%
GENERAL ELECTRIC CO 2.5%
Value ($000) $6,410 Shares 258,260 Est. Cost $25.25 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $6,111 Shares 49,114 Est. Cost $24.08 Unrealized +11.5%
GOOGLE INC 2.2%
Value ($000) $5,668 Shares 10,342 Est. Cost $542.45 Unrealized
INTC INTEL CORP 2.2%
Value ($000) $5,588 Shares 178,707 Est. Cost $26.63 Unrealized -2.3%
EEM ISHARES TR 2.1%
Value ($000) $5,428 Shares 135,257 Est. Cost $39.29 Unrealized
YAHOO INC 1.8%
Value ($000) $4,681 Shares 105,341 Est. Cost $47.87 Unrealized
CHECK POINT SOFTWARE TECH LT 1.6%
Value ($000) $4,140 Shares 50,501 Est. Cost $79.81 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $3,993 Shares 98,184 Est. Cost $39.69 Unrealized -6.2%
GILD GILEAD SCIENCES INC 1.5%
Value ($000) $3,933 Shares 40,065 Est. Cost $71.81 Unrealized -1.8%
BED BATH & BEYOND INC 1.5%
Value ($000) $3,906 Shares 51,105 Est. Cost $76.11 Unrealized
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $3,582 Shares 43,708 Est. Cost $64.36 Unrealized -1.2%
VGK VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $3,581 Shares 66,044 Est. Cost $54.22 Unrealized
C CITIGROUP INC 1.3%
Value ($000) $3,319 Shares 64,407 Est. Cost $39.39 Unrealized -3.7%
VWO VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $3,174 Shares 77,649 Est. Cost $40.73 Unrealized
BAC BANK AMER CORP 1.2%
Value ($000) $3,132 Shares 203,400 Est. Cost $13.55 Unrealized -5.9%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $3,117 Shares 36,669 Est. Cost $57.42 Unrealized -3.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $2,935 Shares 20,333 Est. Cost $145.03 Unrealized +1.5%
ORACLE CORP 1.1%
Value ($000) $2,909 Shares 67,400 Est. Cost $44.71 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,864 Shares 28,469 Est. Cost $77.30 Unrealized -2.8%
XLV SELECT SECTOR SPDR TR 1.1%
Value ($000) $2,817 Shares 38,860 Est. Cost $68.56 Unrealized
MELLANOX TECHNOLOGIES LTD 1.0%
Value ($000) $2,660 Shares 56,935 Est. Cost $46.72 Unrealized
FDX FEDEX CORP 1.0%
Value ($000) $2,507 Shares 15,153 Est. Cost $144.21 Unrealized +2.5%
XLI SELECT SECTOR SPDR TR 1.0%
Value ($000) $2,506 Shares 44,918 Est. Cost $56.59 Unrealized
COMCAST CORP NEW 0.9%
Value ($000) $2,372 Shares 42,300 Est. Cost $57.46 Unrealized
EBAY EBAY INC 0.9%
Value ($000) $2,364 Shares 40,965 Est. Cost $20.36 Unrealized +4.2%
XLE SELECT SECTOR SPDR TR 0.9%
Value ($000) $2,326 Shares 29,802 Est. Cost $78.29 Unrealized
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $2,131 Shares 25,537 Est. Cost $67.08 Unrealized -8.6%
EOG EOG REOURCES INC 0.8%
Value ($000) $2,112 Shares 23,042 Est. Cost $67.94 Unrealized -2.5%
TJX TJX COS INC NEW 0.8%
Value ($000) $2,087 Shares 29,799 Est. Cost $27.45 Unrealized +6.7%
BIIB BIOGEN IDEC INC 0.8%
Value ($000) $1,936 Shares 4,585 Est. Cost $382.55 Unrealized +3.0%
AAXJ ISHARES 0.7%
Value ($000) $1,913 Shares 29,892 Est. Cost $64.00 Unrealized
TWENTY FIRST CENTY FOX INC 0.7%
Value ($000) $1,861 Shares 55,000 Est. Cost $35.84 Unrealized
APPLIED MATLS INC 0.7%
Value ($000) $1,832 Shares 81,100 Est. Cost $22.59 Unrealized
FXI ISHARES TR 0.7%
Value ($000) $1,789 Shares 40,300 Est. Cost $41.62 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $1,704 Shares 42,030 Est. Cost $30.05 Unrealized -1.5%
PEP PEPSICO INC. 0.7%
Value ($000) $1,698 Shares 17,754 Est. Cost $68.86 Unrealized +1.2%
WFC WELLS FARGO & CO 0.6%
Value ($000) $1,666 Shares 30,610 Est. Cost $38.77 Unrealized +2.8%
PRICELINE GRP INC 0.6%
Value ($000) $1,595 Shares 1,370 Est. Cost $1140.15 Unrealized
DXJ WISDOMTREE TR 0.6%
Value ($000) $1,587 Shares 28,785 Est. Cost $49.23 Unrealized
XLB SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,566 Shares 32,100 Est. Cost $48.66 Unrealized
ISHARES TR 0.6%
Value ($000) $1,560 Shares 86,635 Est. Cost $18.03 Unrealized
SNY SANOFY 0.6%
Value ($000) $1,512 Shares 30,575 Est. Cost $45.62 Unrealized
ISHARES 0.6%
Value ($000) $1,510 Shares 120,500 Est. Cost $11.24 Unrealized
XLP SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,500 Shares 30,779 Est. Cost $48.48 Unrealized
BAX BAXTER INTL INC 0.5%
Value ($000) $1,396 Shares 20,386 Est. Cost $32.25 Unrealized -1.8%
QCOM QUALCOMM INC 0.5%
Value ($000) $1,297 Shares 18,828 Est. Cost $53.34 Unrealized -3.2%
UNP UNION PACIFIC CORP 0.5%
Value ($000) $1,292 Shares 11,935 Est. Cost $89.65 Unrealized +2.5%
DIS DISNEY WALT CO 0.5%
Value ($000) $1,277 Shares 12,176 Est. Cost $81.30 Unrealized +13.0%
AMZN AMAZON COM INC 0.5%
Value ($000) $1,187 Shares 3,190 Est. Cost $16.29 Unrealized +7.9%
COST COSTCO WHOLESALE CORP NEW 0.5%
Value ($000) $1,173 Shares 7,740 Est. Cost $109.57 Unrealized +10.3%
TARO PHARMACEUTICAL INDS LTD 0.4%
Value ($000) $1,086 Shares 7,698 Est. Cost $141.08 Unrealized
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,003 Shares 41,573 Est. Cost $24.75 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.4%
Value ($000) $969 Shares 15,551 Est. Cost $57.54 Unrealized
MMM 3M CO 0.4%
Value ($000) $934 Shares 5,665 Est. Cost $89.68 Unrealized +8.0%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.3%
Value ($000) $876 Shares 20,000 Est. Cost $43.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $851 Shares 5,302 Est. Cost $100.47 Unrealized -4.0%
EWY ISHARES 0.3%
Value ($000) $836 Shares 14,600 Est. Cost $55.27 Unrealized
EWZ ISHARES 0.3%
Value ($000) $832 Shares 26,521 Est. Cost $36.57 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $768 Shares 9,337 Est. Cost $77.80 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW 0.3%
Value ($000) $732 Shares 22,400 Est. Cost $34.18 Unrealized
WMT WAL-MART STORES INC 0.3%
Value ($000) $718 Shares 8,728 Est. Cost $21.83 Unrealized +5.5%
HEWLETT PACKARD CO 0.3%
Value ($000) $701 Shares 22,500 Est. Cost $39.07 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $630 Shares 6,000 Est. Cost $70.52 Unrealized -5.1%
COP CONOCOPHILLIPS 0.2%
Value ($000) $623 Shares 10,000 Est. Cost $48.86 Unrealized -6.7%
MARKET VECTORS ETF TR 0.2%
Value ($000) $623 Shares 36,600 Est. Cost $14.62 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $619 Shares 6,000 Est. Cost $64.44 Unrealized +15.3%
PHG KONINKLIJKE PHILIPS N V 0.2%
Value ($000) $593 Shares 20,927 Est. Cost $28.98 Unrealized
ASML ASML HOLDINGS 0.2%
Value ($000) $591 Shares 5,850 Est. Cost $107.86 Unrealized
SNN SMITH & NEPHEW PLC 0.2%
Value ($000) $571 Shares 16,700 Est. Cost $34.19 Unrealized
SYMANTEC CORP 0.2%
Value ($000) $537 Shares 23,000 Est. Cost $25.65 Unrealized
TOTAL S A 0.2%
Value ($000) $527 Shares 10,605 Est. Cost $51.20 Unrealized
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $521 Shares 6,000 Est. Cost $84.66 Unrealized
GLW CORNING INC 0.2%
Value ($000) $490 Shares 21,600 Est. Cost $15.20 Unrealized +17.3%
BIDU BAIDU INC 0.2%
Value ($000) $458 Shares 2,200 Est. Cost $227.92 Unrealized
IEF ISHARES TR 0.2%
Value ($000) $448 Shares 4,130 Est. Cost $108.47 Unrealized
DSP GROUP INC 0.2%
Value ($000) $408 Shares 34,016 Est. Cost $10.88 Unrealized
MARVELL TECHNOLOGY GROUP LTD 0.2%
Value ($000) $404 Shares 27,500 Est. Cost $14.51 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $403 Shares 3,240 Est. Cost $121.66 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $356 Shares 17,000 Est. Cost $0.47 Unrealized +9.6%
POTASH CORP SASK INC 0.1%
Value ($000) $345 Shares 10,700 Est. Cost $35.33 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $338 Shares 4,482 Est. Cost $73.09 Unrealized
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $330 Shares 6,000 Est. Cost $43.64 Unrealized -6.7%
HYG ISHARES 0.1%
Value ($000) $319 Shares 3,525 Est. Cost $89.54 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $309 Shares 2,966 Est. Cost $68.99 Unrealized +5.8%
GOOGLE INC 0.1%
Value ($000) $289 Shares 521 Est. Cost $531.65 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $282 Shares 1,490 Est. Cost $188.59 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $278 Shares 3,392 Est. Cost $49.33 Unrealized +13.5%
EWP ISHARES 0.1%
Value ($000) $263 Shares 7,500 Est. Cost $35.06 Unrealized
NICE NICE SYS LTD 0.1%
Value ($000) $219 Shares 3,600 Est. Cost $60.83 Unrealized
EGA EMERGING GLOBAL SHS TR 0.1%
Value ($000) $214 Shares 8,103 Est. Cost $26.41 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $166 Shares 7,347 Est. Cost $19.65 Unrealized +6.6%
ABEV AMBEV SA 0.0%
Value ($000) $77 Shares 13,300 Est. Cost $5.79 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $70 Shares 14,973 Est. Cost $4.63 Unrealized