Manhattan West Asset Management, LLC Diversified Active

CIK: 0001904770 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $416,926 (100.0% shares, 0.0% debt)

Holdings (148)

CMF ISHARES TR 5.9%
Value ($000) $24,790 Shares 430,837 Est. Cost $55.62 Unrealized
MSFT MICROSOFT CORP 4.8%
Value ($000) $19,885 Shares 47,265 Est. Cost $309.51 Unrealized +29.0%
AAPL APPLE INC 4.4%
Value ($000) $18,545 Shares 108,147 Est. Cost $165.87 Unrealized +8.7%
IVV ISHARES TR 3.5%
Value ($000) $14,640 Shares 27,847 Est. Cost $454.12 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 3.5%
Value ($000) $14,385 Shares 247,720 Est. Cost $58.69 Unrealized
AMZN AMAZON COM INC 3.3%
Value ($000) $13,825 Shares 76,643 Est. Cost $132.09 Unrealized +26.4%
GOOGL ALPHABET INC 3.0%
Value ($000) $12,446 Shares 82,463 Est. Cost $116.05 Unrealized +22.3%
NVDA NVIDIA CORPORATION 2.8%
Value ($000) $11,486 Shares 12,712 Est. Cost $39.79 Unrealized +82.0%
VGLT VANGUARD SCOTTSDALE FDS 2.4%
Value ($000) $9,949 Shares 167,946 Est. Cost $58.58 Unrealized
ROST ROSS STORES INC 2.3%
Value ($000) $9,708 Shares 66,150 Est. Cost $111.83 Unrealized +25.5%
MUB ISHARES TR 2.3%
Value ($000) $9,697 Shares 90,123 Est. Cost $107.04 Unrealized
FMHI FIRST TR EXCH TRADED FD III 2.1%
Value ($000) $8,723 Shares 181,057 Est. Cost $46.69 Unrealized
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $7,390 Shares 36,893 Est. Cost $137.66 Unrealized +26.1%
USFR WISDOMTREE TR 1.7%
Value ($000) $7,056 Shares 140,315 Est. Cost $50.44 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $6,808 Shares 16,189 Est. Cost $338.95 Unrealized +16.0%
MLN VANECK ETF TRUST 1.6%
Value ($000) $6,771 Shares 375,967 Est. Cost $17.95 Unrealized
IGIB ISHARES TR 1.6%
Value ($000) $6,750 Shares 130,815 Est. Cost $53.69 Unrealized
SUB ISHARES TR 1.6%
Value ($000) $6,686 Shares 63,838 Est. Cost $104.50 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 1.6%
Value ($000) $6,472 Shares 134,125 Est. Cost $46.97 Unrealized
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $5,475 Shares 33,746 Est. Cost $140.81 Unrealized +6.4%
NKE NIKE INC 1.3%
Value ($000) $5,465 Shares 58,152 Est. Cost $111.33 Unrealized -12.1%
MBB ISHARES TR 1.3%
Value ($000) $5,260 Shares 56,916 Est. Cost $89.95 Unrealized
AVGO BROADCOM INC 1.1%
Value ($000) $4,717 Shares 3,559 Est. Cost $89.26 Unrealized +35.8%
GD GENERAL DYNAMICS CORP 1.1%
Value ($000) $4,620 Shares 16,355 Est. Cost $226.07 Unrealized +14.1%
C CITIGROUP INC 1.1%
Value ($000) $4,599 Shares 72,718 Est. Cost $47.53 Unrealized +10.5%
ICLR ICON PLC 1.1%
Value ($000) $4,416 Shares 13,144 Est. Cost $242.08 Unrealized +21.8%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $4,244 Shares 5,792 Est. Cost $586.08 Unrealized +20.6%
DHI D R HORTON INC 1.0%
Value ($000) $4,187 Shares 25,448 Est. Cost $95.43 Unrealized +54.2%
IJH ISHARES TR 1.0%
Value ($000) $4,033 Shares 66,392 Est. Cost $99.50 Unrealized
IJR ISHARES TR 0.9%
Value ($000) $3,961 Shares 35,838 Est. Cost $100.01 Unrealized
ASML ASML HOLDING N V 0.9%
Value ($000) $3,899 Shares 4,018 Est. Cost $690.50 Unrealized
LDOS LEIDOS HOLDINGS INC 0.9%
Value ($000) $3,876 Shares 29,569 Est. Cost $94.35 Unrealized +23.8%
SNY SANOFI 0.9%
Value ($000) $3,799 Shares 78,173 Est. Cost $50.29 Unrealized
QCOM QUALCOMM INC 0.9%
Value ($000) $3,732 Shares 22,044 Est. Cost $131.85 Unrealized +12.7%
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $3,649 Shares 6,976 Est. Cost $485.11 Unrealized
LIN LINDE PLC 0.9%
Value ($000) $3,629 Shares 7,816 Est. Cost $360.65 Unrealized +17.1%
CI THE CIGNA GROUP 0.9%
Value ($000) $3,551 Shares 9,778 Est. Cost $244.42 Unrealized +30.0%
D DOMINION ENERGY INC 0.8%
Value ($000) $3,493 Shares 71,010 Est. Cost $50.68 Unrealized -15.9%
V VISA INC 0.8%
Value ($000) $3,379 Shares 12,109 Est. Cost $232.17 Unrealized +17.3%
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $3,378 Shares 36,874 Est. Cost $83.88 Unrealized +1.3%
CP CANADIAN PACIFIC KANSAS CITY 0.8%
Value ($000) $3,341 Shares 37,892 Est. Cost $79.24 Unrealized +4.6%
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $3,322 Shares 7,953 Est. Cost $324.40 Unrealized +14.8%
ALV AUTOLIV INC 0.8%
Value ($000) $3,299 Shares 27,392 Est. Cost $90.05 Unrealized +18.8%
GIB CGI INC 0.8%
Value ($000) $3,268 Shares 29,574 Est. Cost $88.93 Unrealized +25.1%
VNQ VANGUARD INDEX FDS 0.8%
Value ($000) $3,251 Shares 37,595 Est. Cost $87.94 Unrealized
CALI BLACKROCK ETF TRUST II 0.8%
Value ($000) $3,219 Shares 64,057 Est. Cost $50.28 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $3,200 Shares 6,469 Est. Cost $490.88 Unrealized -0.4%
LOW LOWES COS INC 0.8%
Value ($000) $3,170 Shares 12,446 Est. Cost $207.36 Unrealized +7.1%
DIS DISNEY WALT CO 0.7%
Value ($000) $3,056 Shares 24,978 Est. Cost $107.31 Unrealized -4.6%
IEFA ISHARES TR 0.7%
Value ($000) $2,922 Shares 39,371 Est. Cost $67.10 Unrealized
CSCO CISCO SYS INC 0.7%
Value ($000) $2,758 Shares 55,255 Est. Cost $47.40 Unrealized -0.4%
FTNT FORTINET INC 0.7%
Value ($000) $2,733 Shares 40,009 Est. Cost $58.23 Unrealized +14.3%
NFLX NETFLIX INC 0.6%
Value ($000) $2,641 Shares 4,348 Est. Cost $46.60 Unrealized +21.0%
TJX TJX COS INC NEW 0.6%
Value ($000) $2,502 Shares 24,670 Est. Cost $85.34 Unrealized +10.9%
MDT MEDTRONIC PLC 0.6%
Value ($000) $2,473 Shares 28,377 Est. Cost $78.96 Unrealized +2.2%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,394 Shares 15,178 Est. Cost $131.05 Unrealized +6.1%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $2,361 Shares 20,315 Est. Cost $97.96 Unrealized +0.1%
PFE PFIZER INC 0.5%
Value ($000) $2,278 Shares 82,074 Est. Cost $34.52 Unrealized -28.6%
EFA ISHARES TR 0.5%
Value ($000) $2,207 Shares 27,641 Est. Cost $67.92 Unrealized
SU SUNCOR ENERGY INC NEW 0.5%
Value ($000) $2,180 Shares 59,050 Est. Cost $27.17 Unrealized +16.5%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,153 Shares 13,609 Est. Cost $145.43 Unrealized +3.3%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $2,045 Shares 7,867 Est. Cost $229.59 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $2,041 Shares 4,597 Est. Cost $312.08 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,838 Shares 27,432 Est. Cost $79.69 Unrealized -23.2%
SNOW SNOWFLAKE INC 0.4%
Value ($000) $1,723 Shares 10,660 Est. Cost $167.38 Unrealized +15.9%
MRNA MODERNA INC 0.4%
Value ($000) $1,691 Shares 15,872 Est. Cost $133.40 Unrealized -24.4%
HYMB SPDR SER TR 0.4%
Value ($000) $1,527 Shares 59,424 Est. Cost $23.59 Unrealized
MSTR MICROSTRATEGY INC 0.4%
Value ($000) $1,490 Shares 874 Est. Cost $91.17 Unrealized 0.0%
LLY ELI LILLY & CO 0.3%
Value ($000) $1,373 Shares 1,765 Est. Cost $640.84 Unrealized +9.6%
ALB ALBEMARLE CORP 0.3%
Value ($000) $1,371 Shares 10,405 Est. Cost $197.71 Unrealized -39.9%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $1,308 Shares 7,163 Est. Cost $167.60 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1,298 Shares 7,968 Est. Cost $145.66 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,253 Shares 8,481 Est. Cost $137.09 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $1,132 Shares 2,332 Est. Cost $209.31 Unrealized +111.8%
HYLS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,095 Shares 26,553 Est. Cost $43.04 Unrealized
IWD ISHARES TR 0.3%
Value ($000) $1,088 Shares 6,073 Est. Cost $171.62 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $1,064 Shares 3,157 Est. Cost $337.05 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,008 Shares 13,034 Est. Cost $78.66 Unrealized
SBR SABINE RTY TR 0.2%
Value ($000) $965 Shares 15,262 Est. Cost $41.41 Unrealized
SCHR SCHWAB STRATEGIC TR 0.2%
Value ($000) $855 Shares 17,421 Est. Cost $50.23 Unrealized
SPMD SPDR SER TR 0.2%
Value ($000) $803 Shares 15,055 Est. Cost $40.67 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $795 Shares 1,650 Est. Cost $396.22 Unrealized +14.2%
IEMG ISHARES INC 0.2%
Value ($000) $792 Shares 15,342 Est. Cost $50.00 Unrealized
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $791 Shares 6,736 Est. Cost $85.16 Unrealized +15.8%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $767 Shares 18,203 Est. Cost $32.65 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $761 Shares 3,656 Est. Cost $144.12 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $761 Shares 9,013 Est. Cost $75.42 Unrealized
NYF ISHARES TR 0.2%
Value ($000) $725 Shares 13,471 Est. Cost $53.81 Unrealized
SPTM SPDR SER TR 0.2%
Value ($000) $699 Shares 10,896 Est. Cost $64.15 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $686 Shares 18,960 Est. Cost $32.31 Unrealized -2.4%
BA BOEING CO 0.2%
Value ($000) $655 Shares 3,393 Est. Cost $193.02 Unrealized +6.5%
IWB ISHARES TR 0.1%
Value ($000) $607 Shares 2,107 Est. Cost $288.03 Unrealized
CACC CREDIT ACCEP CORP MICH 0.1%
Value ($000) $583 Shares 1,057 Est. Cost $502.04 Unrealized +9.3%
SPSM SPDR SER TR 0.1%
Value ($000) $577 Shares 13,396 Est. Cost $38.84 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $576 Shares 10,596 Est. Cost $54.40 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $567 Shares 2,695 Est. Cost $210.30 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $565 Shares 1,243 Est. Cost $415.12 Unrealized +0.2%
TSLA TESLA INC 0.1%
Value ($000) $561 Shares 3,189 Est. Cost $248.35 Unrealized -21.3%
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $556 Shares 5,221 Est. Cost $106.49 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $520 Shares 1,083 Est. Cost $415.03 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $487 Shares 2,781 Est. Cost $162.01 Unrealized
DLN WISDOMTREE TR 0.1%
Value ($000) $485 Shares 6,718 Est. Cost $66.03 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $481 Shares 2,644 Est. Cost $137.14 Unrealized +18.1%
GBDC GOLUB CAP BDC INC 0.1%
Value ($000) $473 Shares 28,448 Est. Cost $10.02 Unrealized +25.3%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $457 Shares 954 Est. Cost $421.70 Unrealized +5.7%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $453 Shares 3,592 Est. Cost $135.63 Unrealized -13.5%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $450 Shares 1,706 Est. Cost $152.31 Unrealized +54.2%
WTAI WISDOMTREE TR 0.1%
Value ($000) $441 Shares 21,220 Est. Cost $20.77 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $440 Shares 8,330 Est. Cost $52.87 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $435 Shares 12,032 Est. Cost $33.93 Unrealized
QS QUANTUMSCAPE CORP 0.1%
Value ($000) $428 Shares 68,031 Est. Cost $9.66 Unrealized -30.4%
BAC BANK AMERICA CORP 0.1%
Value ($000) $412 Shares 10,872 Est. Cost $38.74 Unrealized -15.3%
SYK STRYKER CORPORATION 0.1%
Value ($000) $405 Shares 1,133 Est. Cost $262.75 Unrealized +25.7%
TGT TARGET CORP 0.1%
Value ($000) $404 Shares 2,281 Est. Cost $162.45 Unrealized -12.6%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $377 Shares 2,226 Est. Cost $169.39 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $371 Shares 4,326 Est. Cost $85.65 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $366 Shares 2,405 Est. Cost $131.37 Unrealized +9.1%
GLD SPDR GOLD TR 0.1%
Value ($000) $359 Shares 1,747 Est. Cost $175.86 Unrealized
LYFT LYFT INC 0.1%
Value ($000) $358 Shares 18,476 Est. Cost $11.27 Unrealized +36.1%
AMCOR PLC 0.1%
Value ($000) $357 Shares 37,581 Est. Cost $9.66 Unrealized -9.7%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $354 Shares 3,745 Est. Cost $84.09 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $344 Shares 1,987 Est. Cost $151.93 Unrealized 0.0%
GO GROCERY OUTLET HLDG CORP 0.1%
Value ($000) $317 Shares 11,011 Est. Cost $26.36 Unrealized 0.0%
GLOBAL X FDS 0.1%
Value ($000) $309 Shares 27,187 Est. Cost $12.41 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $301 Shares 2,961 Est. Cost $82.13 Unrealized
PAVE GLOBAL X FDS 0.1%
Value ($000) $300 Shares 7,536 Est. Cost $39.81 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $295 Shares 3,214 Est. Cost $91.86 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $294 Shares 766 Est. Cost $312.61 Unrealized +11.5%
HEDJ WISDOMTREE TR 0.1%
Value ($000) $281 Shares 5,819 Est. Cost $48.30 Unrealized
GOOS CANADA GOOSE HLDGS INC 0.1%
Value ($000) $279 Shares 23,097 Est. Cost $20.82 Unrealized -40.3%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $267 Shares 684 Est. Cost $330.12 Unrealized +40.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $266 Shares 1,559 Est. Cost $122.12 Unrealized +11.1%
MCW MISTER CAR WASH INC 0.1%
Value ($000) $260 Shares 33,572 Est. Cost $6.78 Unrealized +21.4%
PAGS PAGSEGURO DIGITAL LTD 0.1%
Value ($000) $260 Shares 18,201 Est. Cost $12.53 Unrealized +5.6%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $256 Shares 3,895 Est. Cost $58.27 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $249 Shares 1,259 Est. Cost $130.39 Unrealized +35.9%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $236 Shares 2,006 Est. Cost $89.83 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $233 Shares 3,534 Est. Cost $63.90 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $228 Shares 808 Est. Cost $253.36 Unrealized +9.7%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $222 Shares 1,266 Est. Cost $116.41 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $220 Shares 660 Est. Cost $218.97 Unrealized +37.5%
IUSV ISHARES TR 0.1%
Value ($000) $218 Shares 2,411 Est. Cost $90.45 Unrealized
OMAB GRUPO AEROPORTUARIO DEL CENT 0.1%
Value ($000) $215 Shares 2,723 Est. Cost $63.09 Unrealized
SPYD SPDR SER TR 0.1%
Value ($000) $212 Shares 5,211 Est. Cost $41.24 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $208 Shares 2,412 Est. Cost $86.18 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $207 Shares 2,715 Est. Cost $76.36 Unrealized
374WATER INC 0.0%
Value ($000) $38 Shares 30,000 Est. Cost $4.72 Unrealized
GREENWAVE TECHNOLOGY SOLUTIO 0.0%
Value ($000) $2 Shares 19,454 Est. Cost $1.75 Unrealized