Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $1,307 (100.0% shares, 0.0% debt)

Holdings (108)

MSFT MICROSOFT CORP 8.1%
Value ($000) $106 Shares 250,996 Est. Cost $143.13 Unrealized +195.1%
FERG FERGUSON ENTERPRISES ORD 6.7%
Value ($000) $87 Shares 501,520 Est. Cost $197.54 Unrealized -1.5%
GOOGL ALPHABET INC 6.3%
Value ($000) $82 Shares 433,945 Est. Cost $125.20 Unrealized +39.1%
AAPL APPLE INC 5.4%
Value ($000) $71 Shares 282,600 Est. Cost $99.76 Unrealized +135.1%
META FACEBOOK INC 4.2%
Value ($000) $54 Shares 92,750 Est. Cost $228.49 Unrealized +155.9%
GWW GRAINGER W W INC 3.0%
Value ($000) $39 Shares 36,733 Est. Cost $272.27 Unrealized +309.9%
NVDA NVIDIA CORP 2.8%
Value ($000) $37 Shares 272,400 Est. Cost $110.38 Unrealized +24.8%
CAT CATERPILLAR INC DEL 2.8%
Value ($000) $36 Shares 100,379 Est. Cost $114.62 Unrealized +233.0%
JPM JPMORGAN CHASE & CO 2.7%
Value ($000) $35 Shares 144,744 Est. Cost $85.80 Unrealized +165.8%
UNH UNITEDHEALTH GROUP INC 2.0%
Value ($000) $26 Shares 51,375 Est. Cost $494.81 Unrealized +11.7%
URI UNITED RENTALS INC 1.9%
Value ($000) $25 Shares 35,218 Est. Cost $121.03 Unrealized +565.0%
ADBE ADOBE INC 1.8%
Value ($000) $23 Shares 52,082 Est. Cost $322.00 Unrealized +53.8%
ORCL ORACLE CORP 1.8%
Value ($000) $23 Shares 137,569 Est. Cost $53.03 Unrealized +231.6%
BKNG BOOKING HOLDINGS INC 1.7%
Value ($000) $22 Shares 4,360 Est. Cost $2539.15 Unrealized +87.6%
DIS DISNEY WALT CO 1.7%
Value ($000) $22 Shares 193,862 Est. Cost $117.36 Unrealized -11.8%
C CITIGROUP INC 1.6%
Value ($000) $21 Shares 305,034 Est. Cost $49.69 Unrealized +31.6%
PG PROCTER AND GAMBLE CO 1.6%
Value ($000) $20 Shares 122,243 Est. Cost $90.14 Unrealized +83.9%
MDLZ MONDELEZ INTL INC 1.4%
Value ($000) $19 Shares 316,230 Est. Cost $38.76 Unrealized +64.1%
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $19 Shares 62,345 Est. Cost $95.83 Unrealized +195.9%
V VISA 'A' 1.4%
Value ($000) $18 Shares 57,630 Est. Cost $236.77 Unrealized +26.0%
BAC BANK AMER CORP 1.3%
Value ($000) $18 Shares 398,475 Est. Cost $23.99 Unrealized +78.5%
MRSH MARSH & MCLENNAN COS INC 1.3%
Value ($000) $17 Shares 81,926 Est. Cost $79.33 Unrealized +174.5%
AMZN AMAZON COM ORD 1.3%
Value ($000) $17 Shares 77,400 Est. Cost $200.88 Unrealized +1.8%
MA MASTERCARD INC 1.2%
Value ($000) $16 Shares 30,880 Est. Cost $311.82 Unrealized +65.1%
HD HOME DEPOT INC 1.2%
Value ($000) $15 Shares 38,750 Est. Cost $212.78 Unrealized +86.7%
BA BOEING CO 1.1%
Value ($000) $14 Shares 80,250 Est. Cost $273.45 Unrealized -42.6%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $14 Shares 62,265 Est. Cost $221.99 Unrealized +1.4%
MRK MERCK & CO INC 1.0%
Value ($000) $14 Shares 136,371 Est. Cost $63.57 Unrealized +55.3%
RTX RAYTHEON CO 1.0%
Value ($000) $13 Shares 114,878 Est. Cost $53.70 Unrealized +120.2%
WMT WALMART INC 1.0%
Value ($000) $13 Shares 146,250 Est. Cost $49.79 Unrealized +72.3%
CL COLGATE PALMOLIVE CO 1.0%
Value ($000) $13 Shares 143,342 Est. Cost $55.35 Unrealized +68.2%
EMR EMERSON ELEC CO 1.0%
Value ($000) $13 Shares 104,500 Est. Cost $56.02 Unrealized +112.4%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $13 Shares 322,564 Est. Cost $38.95 Unrealized +1.2%
MMM 3M CO 1.0%
Value ($000) $13 Shares 97,557 Est. Cost $124.80 Unrealized +2.9%
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $12 Shares 144,850 Est. Cost $112.75 Unrealized -25.6%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $12 Shares 81,015 Est. Cost $110.90 Unrealized +34.9%
SIG SIGNET JEWELERS LIMITED 0.9%
Value ($000) $11 Shares 141,270 Est. Cost $37.47 Unrealized +144.9%
HON HONEYWELL INTL INC 0.8%
Value ($000) $10 Shares 44,545 Est. Cost $120.79 Unrealized +68.6%
TJX TJX COS INC NEW 0.8%
Value ($000) $10 Shares 81,268 Est. Cost $47.42 Unrealized +148.3%
PEP PEPSICO INC 0.7%
Value ($000) $10 Shares 64,300 Est. Cost $92.45 Unrealized +69.3%
FLR FLUOR CORP NEW 0.7%
Value ($000) $9 Shares 190,000 Est. Cost $35.16 Unrealized +50.0%
RL RALPH LAUREN CORP 0.7%
Value ($000) $9 Shares 38,500 Est. Cost $105.11 Unrealized +99.5%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $8 Shares 17,000 Est. Cost $329.03 Unrealized +60.2%
YUMC YUM CHINA HLDGS INC 0.6%
Value ($000) $8 Shares 168,530 Est. Cost $44.74 Unrealized +6.0%
KO COCA COLA CO 0.6%
Value ($000) $8 Shares 128,480 Est. Cost $39.49 Unrealized +59.8%
RCL ROYAL CARIBBEAN CRUISES LTD 0.6%
Value ($000) $8 Shares 33,750 Est. Cost $102.63 Unrealized +112.6%
JXN JACKSON FINANCIAL CL.A 0.6%
Value ($000) $8 Shares 89,432 Est. Cost $21.96 Unrealized +326.8%
AA ALCOA CORP 0.6%
Value ($000) $8 Shares 201,571 Est. Cost $23.95 Unrealized +71.2%
DPZ DOMINOS PIZZA ORD 0.5%
Value ($000) $7 Shares 16,925 Est. Cost $425.05 Unrealized +0.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.5%
Value ($000) $7 Shares 85,500 Est. Cost $68.84 Unrealized +11.6%
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $7 Shares 86,019 Est. Cost $20.37 Unrealized +66.1%
CSCO CISCO SYS INC 0.5%
Value ($000) $7 Shares 110,655 Est. Cost $39.51 Unrealized +40.2%
IVZ INVESCO LTD 0.5%
Value ($000) $7 Shares 372,873 Est. Cost $13.47 Unrealized +25.9%
YUM YUM BRANDS INC 0.5%
Value ($000) $6 Shares 47,920 Est. Cost $83.46 Unrealized +58.5%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $6 Shares 92,200 Est. Cost $17.13 Unrealized +334.2%
MU MICRON TECHNOLOGY ORD 0.5%
Value ($000) $6 Shares 73,900 Est. Cost $101.25 Unrealized 0.0%
IP INTL PAPER CO 0.5%
Value ($000) $6 Shares 115,010 Est. Cost $30.92 Unrealized +66.0%
MCD MCDONALDS CORP 0.5%
Value ($000) $6 Shares 21,000 Est. Cost $154.59 Unrealized +87.7%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $6 Shares 86,500 Est. Cost $40.76 Unrealized +63.6%
PFE PFIZER INC 0.5%
Value ($000) $6 Shares 228,000 Est. Cost $29.06 Unrealized -13.6%
NKE NIKE INC 0.5%
Value ($000) $6 Shares 79,750 Est. Cost $82.04 Unrealized -6.8%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $6 Shares 20,200 Est. Cost $126.21 Unrealized +128.1%
ADSK AUTODESK INC 0.4%
Value ($000) $5 Shares 18,545 Est. Cost $269.37 Unrealized +9.7%
WAT WATERS CORP 0.4%
Value ($000) $5 Shares 13,180 Est. Cost $218.30 Unrealized +67.6%
EA ELECTRONIC ARTS ORD 0.4%
Value ($000) $5 Shares 32,500 Est. Cost $153.06 Unrealized 0.0%
CMCSA COMCAST CORP 0.3%
Value ($000) $5 Shares 121,000 Est. Cost $34.83 Unrealized +14.8%
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $4 Shares 46,100 Est. Cost $47.48 Unrealized +107.1%
SBUX STARBUCKS CORP 0.3%
Value ($000) $4 Shares 44,950 Est. Cost $81.62 Unrealized +15.1%
IFF INTERNATIONAL FLAVORS & FRAGRANCE 0.3%
Value ($000) $4 Shares 45,376 Est. Cost $95.98 Unrealized -4.7%
SYK STRYKER CORPORATION 0.3%
Value ($000) $4 Shares 10,600 Est. Cost $193.48 Unrealized +89.3%
TMO THERMO FISHER SCIENTIFIC ORD 0.3%
Value ($000) $4 Shares 7,095 Est. Cost $545.94 Unrealized +0.3%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $3 Shares 26,300 Est. Cost $93.03 Unrealized +39.9%
BALL BALL CORP 0.3%
Value ($000) $3 Shares 62,332 Est. Cost $49.32 Unrealized +22.1%
KHC KRAFT HEINZ CO 0.3%
Value ($000) $3 Shares 110,342 Est. Cost $29.21 Unrealized +5.0%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $3 Shares 59,492 Est. Cost $41.80 Unrealized +25.8%
CHKP CHECK POINT SOFTWARE TECH LT 0.2%
Value ($000) $3 Shares 17,500 Est. Cost $114.37 Unrealized +64.7%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $3 Shares 23,500 Est. Cost $77.15 Unrealized +76.2%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $3 Shares 15,091 Est. Cost $87.01 Unrealized +142.6%
INTC INTEL CORP 0.2%
Value ($000) $3 Shares 148,200 Est. Cost $39.56 Unrealized -43.0%
FCX FREEPORT MCMORAN ORD 0.2%
Value ($000) $3 Shares 75,000 Est. Cost $44.04 Unrealized 0.0%
T AT&T INC 0.2%
Value ($000) $3 Shares 120,000 Est. Cost $14.83 Unrealized +45.1%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $2 Shares 9,740 Est. Cost $110.26 Unrealized +122.1%
TGT TARGET CORP 0.2%
Value ($000) $2 Shares 16,500 Est. Cost $134.98 Unrealized +1.3%
FOXA FOX CORP 0.2%
Value ($000) $2 Shares 44,333 Est. Cost $32.59 Unrealized +36.9%
LLY LILLY ELI & CO 0.1%
Value ($000) $2 Shares 2,500 Est. Cost $145.78 Unrealized +463.3%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $2 Shares 23,600 Est. Cost $135.43 Unrealized -42.9%
FAST FASTENAL 0.1%
Value ($000) $2 Shares 24,603 Est. Cost $15.16 Unrealized +151.5%
KVUE KENVUE INC 0.1%
Value ($000) $2 Shares 82,652 Est. Cost $21.04 Unrealized +3.1%
CTVA CORTEVA INC 0.1%
Value ($000) $2 Shares 30,521 Est. Cost $25.02 Unrealized +133.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $2 Shares 9,055 Est. Cost $85.38 Unrealized +126.2%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $2 Shares 175,326 Est. Cost $52.02 Unrealized
SOLV SOLVENTUM ORD 0.1%
Value ($000) $2 Shares 23,927 Est. Cost $60.70 Unrealized +15.3%
SABR SABRE CORP 0.1%
Value ($000) $1 Shares 385,000 Est. Cost $11.34 Unrealized -67.7%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $1 Shares 7,701 Est. Cost $62.95 Unrealized +181.4%
DOW DOW INC 0.1%
Value ($000) $1 Shares 29,155 Est. Cost $36.37 Unrealized +18.1%
CME CME GROUP INC 0.1%
Value ($000) $1 Shares 4,363 Est. Cost $140.28 Unrealized +56.6%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $1 Shares 29,647 Est. Cost $22.82 Unrealized +42.7%
GEV GE VERNOVA ORD 0.1%
Value ($000) $1 Shares 2,613 Est. Cost $166.91 Unrealized +86.9%
GEHC GE HEALTHCARE TECHNOLOGIES 0.1%
Value ($000) $1 Shares 8,732 Est. Cost $71.08 Unrealized +19.4%
MASI MASIMO CORP 0.0%
Value ($000) $0 Shares 2,550 Est. Cost $132.25 Unrealized +19.4%
XYL XYLEM ORD 0.0%
Value ($000) $0 Shares 3,125 Est. Cost $124.71 Unrealized 0.0%
TWI TITAN INTL INC ILL 0.0%
Value ($000) $0 Shares 37,085 Est. Cost $5.59 Unrealized +28.9%
ALTABA INC 0.0%
Value ($000) $0 Shares 172,500 Est. Cost $24.35 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $0 Shares 1,250 Est. Cost $58.47 Unrealized +26.3%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $1404.74 Unrealized +38.6%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 60 Est. Cost $154.93 Unrealized +205.4%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 914 Est. Cost $25.42 Unrealized -38.9%
CZOOF CAZOO GROUP A 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.50 Unrealized -100.0%