Analyst IMS Investment Management Services Ltd. Diversified Active

CIK: 0001634208 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 16, 2021

Total Value ($000): $812,198 (100.0% shares, 0.0% debt)

Holdings (99)

SPY SPDR S&P 500 ETF TR 30.0%
Value ($000) $243,861 Shares 568,254 Est. Cost $308.16 Unrealized
QQQ INVESCO QQQ TR 17.2%
Value ($000) $139,295 Shares 389,136 Est. Cost $217.33 Unrealized
IVV ISHARES TR 6.2%
Value ($000) $50,596 Shares 117,441 Est. Cost $275.97 Unrealized
AAXJ ISHARES TR 5.2%
Value ($000) $42,599 Shares 501,570 Est. Cost $84.08 Unrealized
ONEQ FIDELITY COMWLTH TR 4.5%
Value ($000) $36,383 Shares 647,616 Est. Cost $97.83 Unrealized
IWM ISHARES TR 2.3%
Value ($000) $19,080 Shares 87,225 Est. Cost $204.67 Unrealized
GOOG ALPHABET INC 2.0%
Value ($000) $15,955 Shares 5,986 Est. Cost $51.59 Unrealized +165.2%
WIX WIX COM LTD 2.0%
Value ($000) $15,901 Shares 81,136 Est. Cost $80.32 Unrealized +208.4%
MCHI ISHARES TR 1.7%
Value ($000) $14,000 Shares 207,316 Est. Cost $77.44 Unrealized
ASHR DBX ETF TR 1.7%
Value ($000) $13,923 Shares 365,337 Est. Cost $38.62 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $13,212 Shares 46,863 Est. Cost $105.59 Unrealized +165.9%
ITRN ITURAN LOCATION AND CONTROL 1.5%
Value ($000) $11,982 Shares 471,913 Est. Cost $22.93 Unrealized +11.4%
AMZN AMAZON COM INC 1.3%
Value ($000) $10,943 Shares 3,331 Est. Cost $123.04 Unrealized +40.2%
BED BATH & BEYOND INC 1.1%
Value ($000) $9,077 Shares 525,432 Est. Cost $17.62 Unrealized
SPG SIMON PPTY GROUP INC NEW 1.1%
Value ($000) $8,810 Shares 67,787 Est. Cost $74.06 Unrealized +38.1%
FVRR FIVERR INTL LTD 1.0%
Value ($000) $8,425 Shares 46,122 Est. Cost $26.90 Unrealized +648.7%
AAPL APPLE INC 0.9%
Value ($000) $7,408 Shares 52,352 Est. Cost $85.02 Unrealized +69.3%
VWO VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $7,006 Shares 140,090 Est. Cost $40.85 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $6,636 Shares 32,032 Est. Cost $18.23 Unrealized +13.7%
EEM ISHARES TR 0.8%
Value ($000) $6,368 Shares 126,401 Est. Cost $50.37 Unrealized
IBB ISHARES TR 0.7%
Value ($000) $5,507 Shares 34,058 Est. Cost $150.83 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.6%
Value ($000) $5,256 Shares 9,129 Est. Cost $383.44 Unrealized +64.1%
BABA ALIBABA GROUP HLDG LTD 0.6%
Value ($000) $5,172 Shares 34,931 Est. Cost $173.92 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $4,943 Shares 14,218 Est. Cost $206.91 Unrealized +71.4%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $4,384 Shares 16,849 Est. Cost $116.70 Unrealized +142.6%
SOXX ISHARES TR 0.5%
Value ($000) $3,886 Shares 8,715 Est. Cost $378.56 Unrealized
KIM KIMCO RLTY CORP 0.5%
Value ($000) $3,849 Shares 185,489 Est. Cost $11.28 Unrealized +55.9%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $3,442 Shares 26,740 Est. Cost $28.85 Unrealized +352.6%
ORCL ORACLE CORP 0.4%
Value ($000) $3,354 Shares 38,490 Est. Cost $44.89 Unrealized +85.6%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $3,328 Shares 59,507 Est. Cost $30.48 Unrealized +68.6%
CSCO CISCO SYS INC 0.4%
Value ($000) $3,193 Shares 58,657 Est. Cost $29.64 Unrealized +66.1%
FISV FISERV INC 0.4%
Value ($000) $2,979 Shares 27,460 Est. Cost $101.89 Unrealized +9.7%
BIZD VANECK ETF TRUST 0.4%
Value ($000) $2,908 Shares 169,540 Est. Cost $16.20 Unrealized
EBAY EBAY INC. 0.4%
Value ($000) $2,883 Shares 41,383 Est. Cost $30.13 Unrealized +119.5%
META FACEBOOK INC 0.3%
Value ($000) $2,822 Shares 8,315 Est. Cost $151.50 Unrealized +136.1%
ASML ASML HOLDING N V 0.3%
Value ($000) $2,757 Shares 3,700 Est. Cost $107.86 Unrealized
TCOM TRIP COM GROUP LTD 0.3%
Value ($000) $2,627 Shares 85,420 Est. Cost $34.97 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $2,408 Shares 5,027 Est. Cost $31.90 Unrealized +120.2%
SE SEA LTD 0.3%
Value ($000) $2,359 Shares 7,400 Est. Cost $163.35 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $2,240 Shares 14,890 Est. Cost $103.47 Unrealized +30.5%
C CITIGROUP INC 0.3%
Value ($000) $2,212 Shares 31,522 Est. Cost $44.78 Unrealized +33.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,145 Shares 7,861 Est. Cost $176.58 Unrealized +59.1%
CSTE CAESARSTONE LTD 0.3%
Value ($000) $2,046 Shares 164,681 Est. Cost $27.35 Unrealized -52.5%
PHG KONINKLIJKE PHILIPS N V 0.3%
Value ($000) $2,033 Shares 45,740 Est. Cost $40.84 Unrealized
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $2,006 Shares 5,000 Est. Cost $401.20 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $1,972 Shares 37,005 Est. Cost $47.13 Unrealized +5.7%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.2%
Value ($000) $1,901 Shares 9,950 Est. Cost $135.65 Unrealized +21.0%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,868 Shares 14,677 Est. Cost $94.25 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $1,819 Shares 14,100 Est. Cost $88.28 Unrealized +45.9%
INTU INTUIT 0.2%
Value ($000) $1,786 Shares 3,310 Est. Cost $286.67 Unrealized +82.9%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $1,701 Shares 2,810 Est. Cost $522.41 Unrealized +18.2%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $1,654 Shares 4,891 Est. Cost $259.92 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,602 Shares 11,033 Est. Cost $112.24 Unrealized +35.9%
TMUS T-MOBILE US INC 0.2%
Value ($000) $1,555 Shares 12,175 Est. Cost $98.15 Unrealized +37.1%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,551 Shares 19,750 Est. Cost $68.67 Unrealized +4.6%
ELV ANTHEM INC 0.2%
Value ($000) $1,510 Shares 4,050 Est. Cost $220.21 Unrealized +62.4%
NMFC NEW MTN FIN CORP 0.2%
Value ($000) $1,449 Shares 108,868 Est. Cost $7.78 Unrealized +4.8%
TARO PHARMACEUTICAL INDS LTD 0.2%
Value ($000) $1,447 Shares 22,755 Est. Cost $143.69 Unrealized
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $1,332 Shares 4,440 Est. Cost $283.13 Unrealized +7.8%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,294 Shares 9,258 Est. Cost $94.91 Unrealized +34.1%
AVGO BROADCOM INC 0.2%
Value ($000) $1,290 Shares 2,660 Est. Cost $29.97 Unrealized +48.4%
CNC CENTENE CORP DEL 0.2%
Value ($000) $1,271 Shares 20,390 Est. Cost $64.65 Unrealized +3.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,202 Shares 10,900 Est. Cost $51.70 Unrealized +104.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,175 Shares 25,330 Est. Cost $33.74 Unrealized +23.3%
GPN GLOBAL PMTS INC 0.1%
Value ($000) $1,163 Shares 7,380 Est. Cost $187.02 Unrealized -10.9%
WDAY WORKDAY INC 0.1%
Value ($000) $1,149 Shares 4,600 Est. Cost $247.61 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $1,066 Shares 635 Est. Cost $1468.10 Unrealized +18.0%
PLD PROLOGIS INC. 0.1%
Value ($000) $923 Shares 7,360 Est. Cost $88.68 Unrealized +28.8%
WDC WESTERN DIGITAL CORP. 0.1%
Value ($000) $906 Shares 16,050 Est. Cost $30.63 Unrealized +54.5%
GOOGL ALPHABET INC 0.1%
Value ($000) $901 Shares 337 Est. Cost $50.78 Unrealized +165.9%
SILC SILICOM LTD 0.1%
Value ($000) $900 Shares 20,805 Est. Cost $43.78 Unrealized -1.5%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $881 Shares 4,500 Est. Cost $106.27 Unrealized +80.2%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $790 Shares 12,047 Est. Cost $55.57 Unrealized
KRNT KORNIT DIGITAL LTD 0.1%
Value ($000) $775 Shares 7,370 Est. Cost $131.96 Unrealized 0.0%
IXJ ISHARES TR 0.1%
Value ($000) $760 Shares 9,071 Est. Cost $61.09 Unrealized
VMWARE INC 0.1%
Value ($000) $729 Shares 4,900 Est. Cost $150.44 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $658 Shares 2,678 Est. Cost $218.98 Unrealized +4.1%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $607 Shares 4,875 Est. Cost $153.82 Unrealized +171.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $598 Shares 3,700 Est. Cost $97.99 Unrealized +53.3%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $575 Shares 3,510 Est. Cost $91.02 Unrealized +54.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $560 Shares 2,640 Est. Cost $99.76 Unrealized +95.1%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $551 Shares 2,500 Est. Cost $175.61 Unrealized +18.3%
V VISA INC 0.1%
Value ($000) $537 Shares 2,415 Est. Cost $221.56 Unrealized +2.4%
MRK MERCK & CO INC 0.1%
Value ($000) $512 Shares 6,810 Est. Cost $63.24 Unrealized +4.6%
EQNR EQUINOR ASA 0.1%
Value ($000) $490 Shares 19,200 Est. Cost $17.73 Unrealized
LINDE PLC 0.1%
Value ($000) $481 Shares 1,639 Est. Cost $270.77 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $477 Shares 4,223 Est. Cost $91.67 Unrealized +32.9%
BLDP BALLARD PWR SYS INC NEW 0.1%
Value ($000) $453 Shares 32,231 Est. Cost $18.45 Unrealized -14.1%
BIIB BIOGEN INC 0.1%
Value ($000) $445 Shares 1,572 Est. Cost $336.92 Unrealized -2.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $411 Shares 1 Est. Cost $302764.90 Unrealized +39.6%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $382 Shares 10,185 Est. Cost $34.36 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $314 Shares 1,600 Est. Cost $129.27 Unrealized +51.0%
NVS NOVARTIS AG 0.0%
Value ($000) $310 Shares 3,800 Est. Cost $88.71 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $236 Shares 1,396 Est. Cost $140.76 Unrealized +23.7%
HD HOME DEPOT INC 0.0%
Value ($000) $230 Shares 700 Est. Cost $283.84 Unrealized +3.8%
FTV FORTIVE CORP 0.0%
Value ($000) $222 Shares 3,150 Est. Cost $50.67 Unrealized +6.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $218 Shares 2,100 Est. Cost $96.19 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $210 Shares 3,082 Est. Cost $17.44 Unrealized +62.6%
KWEB KRANESHARES TR 0.0%
Value ($000) $200 Shares 4,229 Est. Cost $47.29 Unrealized