Analyst IMS Investment Management Services Ltd. Diversified Active

CIK: 0001634208 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 6, 2021

Total Value ($000): $746,099 (100.0% shares, 0.0% debt)

Holdings (96)

SPY SPDR S&P 500 ETF TR 26.9%
Value ($000) $200,458 Shares 505,785 Est. Cost $293.26 Unrealized
QQQ INVESCO QQQ TR 14.7%
Value ($000) $109,587 Shares 343,393 Est. Cost $198.69 Unrealized
IVV ISHARES TR 6.2%
Value ($000) $46,035 Shares 115,718 Est. Cost $273.18 Unrealized
AAXJ ISHARES TR 5.8%
Value ($000) $42,995 Shares 464,011 Est. Cost $83.48 Unrealized
VOO VANGUARD INDEX FDS 4.9%
Value ($000) $36,420 Shares 99,972 Est. Cost $346.24 Unrealized
ONEQ FIDELITY COMWLTH TR 4.7%
Value ($000) $34,750 Shares 67,668 Est. Cost $474.84 Unrealized
WIX WIX COM LTD 3.0%
Value ($000) $22,403 Shares 80,234 Est. Cost $80.32 Unrealized +255.6%
IWM ISHARES TR 2.5%
Value ($000) $18,918 Shares 85,625 Est. Cost $204.21 Unrealized
ASHR DBX ETF TR 1.9%
Value ($000) $14,259 Shares 369,204 Est. Cost $38.62 Unrealized
GOOG ALPHABET INC 1.7%
Value ($000) $13,021 Shares 6,294 Est. Cost $51.59 Unrealized +90.9%
MSFT MICROSOFT CORP 1.4%
Value ($000) $10,626 Shares 45,072 Est. Cost $100.72 Unrealized +121.3%
ITRN ITURAN LOCATION AND CONTROL 1.4%
Value ($000) $10,568 Shares 497,753 Est. Cost $22.93 Unrealized -8.9%
FVRR FIVERR INTL LTD 1.4%
Value ($000) $10,193 Shares 46,931 Est. Cost $26.90 Unrealized +811.0%
MCHI ISHARES TR 1.3%
Value ($000) $9,782 Shares 119,726 Est. Cost $81.70 Unrealized
SPG SIMON PPTY GROUP INC NEW 1.1%
Value ($000) $8,004 Shares 70,347 Est. Cost $74.06 Unrealized +8.0%
VWO VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $7,333 Shares 140,877 Est. Cost $40.85 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $7,305 Shares 2,361 Est. Cost $103.76 Unrealized +52.8%
BABA ALIBABA GROUP HLDG LTD 0.9%
Value ($000) $6,935 Shares 30,588 Est. Cost $172.83 Unrealized
EEM ISHARES TR 0.9%
Value ($000) $6,857 Shares 128,551 Est. Cost $50.37 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $6,340 Shares 51,901 Est. Cost $84.37 Unrealized +48.2%
BED BATH & BEYOND INC 0.8%
Value ($000) $6,283 Shares 215,546 Est. Cost $18.47 Unrealized
KIM KIMCO RLTY CORP 0.8%
Value ($000) $6,101 Shares 325,369 Est. Cost $11.28 Unrealized +26.7%
IBB ISHARES TR 0.7%
Value ($000) $4,962 Shares 32,958 Est. Cost $150.40 Unrealized
ORCL ORACLE CORP 0.6%
Value ($000) $4,794 Shares 68,313 Est. Cost $44.89 Unrealized +35.0%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $3,761 Shares 28,150 Est. Cost $28.85 Unrealized +266.4%
SOXX ISHARES TR 0.5%
Value ($000) $3,716 Shares 8,765 Est. Cost $378.56 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $3,487 Shares 9,793 Est. Cost $139.36 Unrealized +143.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value ($000) $3,169 Shares 6,666 Est. Cost $305.00 Unrealized +53.3%
CSCO CISCO SYS INC 0.4%
Value ($000) $3,156 Shares 61,035 Est. Cost $29.64 Unrealized +37.1%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $3,133 Shares 12,899 Est. Cost $66.74 Unrealized +277.5%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $3,129 Shares 57,823 Est. Cost $29.80 Unrealized +54.9%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $3,043 Shares 5,699 Est. Cost $6.71 Unrealized +99.7%
FISV FISERV INC 0.4%
Value ($000) $2,805 Shares 23,560 Est. Cost $99.87 Unrealized +14.9%
BIZD VANECK VECTORS ETF TR 0.4%
Value ($000) $2,800 Shares 172,835 Est. Cost $16.20 Unrealized
EBAY EBAY INC. 0.3%
Value ($000) $2,581 Shares 42,153 Est. Cost $30.13 Unrealized +76.6%
INTC INTEL CORP 0.3%
Value ($000) $2,462 Shares 38,455 Est. Cost $47.13 Unrealized +14.8%
ASML ASML HOLDING N V 0.3%
Value ($000) $2,408 Shares 3,900 Est. Cost $107.86 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $2,403 Shares 8,160 Est. Cost $146.21 Unrealized +82.9%
C CITIGROUP INC 0.3%
Value ($000) $2,311 Shares 31,770 Est. Cost $44.78 Unrealized +25.5%
CSTE CAESARSTONE LTD 0.3%
Value ($000) $2,275 Shares 165,681 Est. Cost $27.35 Unrealized -53.8%
PEP PEPSICO INC 0.3%
Value ($000) $2,126 Shares 15,030 Est. Cost $103.47 Unrealized +14.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,099 Shares 8,217 Est. Cost $176.58 Unrealized +37.5%
ELV ANTHEM INC 0.3%
Value ($000) $1,976 Shares 5,503 Est. Cost $220.21 Unrealized +36.6%
BXP BOSTON PROPERTIES INC 0.3%
Value ($000) $1,915 Shares 18,912 Est. Cost $68.39 Unrealized +10.6%
SE SEA LTD 0.2%
Value ($000) $1,860 Shares 8,332 Est. Cost $163.35 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,779 Shares 5,045 Est. Cost $153.82 Unrealized +114.4%
PHG KONINKLIJKE PHILIPS N V 0.2%
Value ($000) $1,708 Shares 29,950 Est. Cost $38.58 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.2%
Value ($000) $1,684 Shares 10,250 Est. Cost $135.65 Unrealized 0.0%
TARO PHARMACEUTICAL INDS LTD 0.2%
Value ($000) $1,678 Shares 22,755 Est. Cost $143.69 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,629 Shares 5,057 Est. Cost $31.90 Unrealized +86.3%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $1,598 Shares 4,840 Est. Cost $259.09 Unrealized
KHC KRAFT HEINZ CO 0.2%
Value ($000) $1,570 Shares 39,244 Est. Cost $30.72 Unrealized -6.8%
TMUS T-MOBILE US INC 0.2%
Value ($000) $1,534 Shares 12,245 Est. Cost $98.15 Unrealized +24.0%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $1,327 Shares 2,805 Est. Cost $522.94 Unrealized -7.4%
WDC WESTERN DIGITAL CORP. 0.2%
Value ($000) $1,325 Shares 19,850 Est. Cost $30.63 Unrealized +52.1%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,313 Shares 9,900 Est. Cost $71.83 Unrealized +80.6%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,308 Shares 11,200 Est. Cost $84.45 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,285 Shares 9,488 Est. Cost $94.91 Unrealized +21.9%
INTU INTUIT 0.2%
Value ($000) $1,226 Shares 3,200 Est. Cost $277.24 Unrealized +34.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,191 Shares 10,900 Est. Cost $51.70 Unrealized +81.9%
NKE NIKE INC 0.2%
Value ($000) $1,178 Shares 8,863 Est. Cost $103.08 Unrealized +25.7%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $1,146 Shares 492 Est. Cost $1883.84 Unrealized +16.0%
CNC CENTENE CORP DEL 0.2%
Value ($000) $1,138 Shares 17,810 Est. Cost $64.13 Unrealized -3.5%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $1,047 Shares 5,200 Est. Cost $83.76 Unrealized +100.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $964 Shares 12,750 Est. Cost $68.82 Unrealized 0.0%
SILC SILICOM LTD 0.1%
Value ($000) $945 Shares 20,945 Est. Cost $43.78 Unrealized +6.7%
UNP UNION PAC CORP 0.1%
Value ($000) $927 Shares 4,204 Est. Cost $105.58 Unrealized +78.1%
AVGO BROADCOM INC 0.1%
Value ($000) $909 Shares 1,960 Est. Cost $25.64 Unrealized +62.4%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $875 Shares 22,391 Est. Cost $32.90 Unrealized -3.9%
QTS RLTY TR INC 0.1%
Value ($000) $822 Shares 13,250 Est. Cost $62.04 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $780 Shares 7,360 Est. Cost $88.68 Unrealized 0.0%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $749 Shares 11,895 Est. Cost $55.26 Unrealized
VMWARE INC 0.1%
Value ($000) $737 Shares 4,900 Est. Cost $150.44 Unrealized
IXJ ISHARES TR 0.1%
Value ($000) $699 Shares 9,071 Est. Cost $61.09 Unrealized
BLDP BALLARD PWR SYS INC NEW 0.1%
Value ($000) $661 Shares 27,168 Est. Cost $18.42 Unrealized +62.3%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $653 Shares 2,684 Est. Cost $218.98 Unrealized +3.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $646 Shares 313 Est. Cost $42.55 Unrealized +130.2%
BIIB BIOGEN INC 0.1%
Value ($000) $629 Shares 2,252 Est. Cost $336.92 Unrealized -20.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $591 Shares 3,594 Est. Cost $96.44 Unrealized +46.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $591 Shares 2,915 Est. Cost $175.61 Unrealized -3.4%
NVS NOVARTIS AG 0.1%
Value ($000) $553 Shares 6,460 Est. Cost $88.71 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $538 Shares 2,480 Est. Cost $93.64 Unrealized +88.6%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $491 Shares 3,225 Est. Cost $86.68 Unrealized +46.8%
SPLUNK INC 0.1%
Value ($000) $488 Shares 3,600 Est. Cost $61.26 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $473 Shares 4,223 Est. Cost $90.85 Unrealized +32.6%
MRK MERCK & CO. INC 0.1%
Value ($000) $471 Shares 6,120 Est. Cost $63.06 Unrealized 0.0%
LINDE PLC 0.1%
Value ($000) $405 Shares 1,445 Est. Cost $268.04 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $386 Shares 1 Est. Cost $302764.90 Unrealized +21.1%
EQNR EQUINOR ASA 0.0%
Value ($000) $313 Shares 16,100 Est. Cost $16.61 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $310 Shares 9,112 Est. Cost $34.02 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $258 Shares 1,396 Est. Cost $140.23 Unrealized +28.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $244 Shares 3,152 Est. Cost $17.44 Unrealized +66.7%
FTV FORTIVE CORP 0.0%
Value ($000) $230 Shares 3,250 Est. Cost $50.67 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $226 Shares 2,852 Est. Cost $75.50 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $202 Shares 2,100 Est. Cost $96.19 Unrealized
NEW YORK MTG TR INC 0.0%
Value ($000) $125 Shares 27,970 Est. Cost $3.70 Unrealized