180 Wealth Advisors, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 16, 2024), 180 Wealth Advisors, LLC reported 431 stock positions worth $612.9 million. Its top holding was Microsoft (MSFT) at 8.2% of the portfolio, followed by Apple (AAPL, 4.0%) and Nvidia (NVDA, 3.8%). Compared with Q1 2024, it opened 45 new positions, sold out of 16, added to 203 and reduced 171. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale Prologis (PLD, shares −46%).

Most Recent 13F
Q2 2026
Location
FEDERAL WAY, WA
CIK
0001730817
Portfolio Value
$612.9M (Q2 2024)
SEC Filing
0001085146-24-003019 ↗ filed Jul 16, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $556.1M Q1 2024 Q2 2024: $612.9M $612.9M Q2 2024 Q3 2024: $635.0M Q3 2024 Q4 2024: $637.9M Q4 2024 Q1 2025: $626.7M Q1 2025 Q2 2025: $715.7M Q2 2025 Q3 2025: $819.4M Q3 2025 Q4 2025: $877.0M Q4 2025 Q1 2026: $878.6M Q1 2026 Q2 2026: $996.1M Q2 2026

Holdings 431 stocks · $612.9M

MSFT Microsoft Corp. 8.20% 110,503 $50.2M Reduce -1.4%
AAPL Apple Inc. 4.00% 107,737 $24.5M Add +0.4%
NVDA Nvidia Corp. 3.84% 184,562 $23.5M Reduce -6.4%
AMZN Amazon.com Inc. 2.98% 93,574 $18.3M Add +0.6%
AVGO Broadcom Inc. 1.91% 6,874 $11.7M Reduce -6.5%
MNKD Mannkind Corp. 1.86% 2,034,134 $11.4M Add +4.7%
VIG Vanguard Dividend Apprec ETF 1.42% 46,963 $8.7M Reduce -1.4%
TSLA Tesla Inc. 1.39% 35,288 $8.5M Add +3.0%
META Meta Platforms Inc. Class A 1.29% 15,423 $7.9M Add +1.8%
VYM Vanguard High DVD Yield ETF 1.25% 63,241 $7.6M Reduce -0.1%
COST Costco Wholesale Corp. 1.16% 8,416 $7.1M Reduce -4.6%
GOOG Alphabet Inc. Class C 1.13% 36,902 $6.9M Reduce -3.2%
GOOGL Alphabet Inc. Class A 1.12% 37,120 $6.9M Add +1.8%
SGOL Abrdn Physical Gold Shares 1.03% 273,792 $6.3M Reduce -0.8%
VWO Vanguard Ftse Emerging Marke 1.03% 138,891 $6.3M Add +10.1%
SLVP iShares MSCI Global Silver A 0.99% 454,006 $6.1M Add +6.7%
PATH Uipath Inc. Class A 0.89% 440,872 $5.4M Add +117.6%
XOM Exxon Mobil Corp. 0.88% 47,756 $5.4M Reduce -3.0%
TSM Taiwan Semiconductor-SP ADR 0.87% 29,058 $5.4M Reduce -2.1%
IUSV iShares Core S&P U.S. Value 0.87% 59,667 $5.3M Reduce -2.1%
RING iShares MSCI Global Gold Min 0.86% 170,141 $5.2M Reduce -0.7%
QCOM Qualcomm Inc. 0.78% 23,780 $4.8M Add +54.7%
CMCSA Comcast Corp. Class A 0.77% 125,396 $4.7M Add +21.4%
IOO iShares Global 100 ETF 0.77% 47,449 $4.7M Reduce -2.8%
VIGI Vanguard Int Div App Indx FD 0.76% 55,884 $4.7M Reduce -0.6%
WMT Walmart Inc. 0.73% 64,270 $4.5M Add +1.1%
EFV iShares MSCI Eafe Value ETF 0.72% 80,972 $4.4M Reduce -2.0%
BCX BlackRock Resources & Commod 0.71% 464,646 $4.3M Add +13.1%
NXPI NXP Semiconductors NV 0.71% 15,762 $4.3M Reduce -3.4%
P Everpure Inc. Class A filed as PURE STORAGE INC 0.71% 66,244 $4.3M Reduce -6.6%
SIVR Abrdn Physical Silver Shares 0.67% 136,180 $4.1M Add +1.3%
KLAC KLA Corp. 0.66% 4,773 $4.1M Reduce -12.5%
JPM JPMorgan Chase & Co. 0.66% 19,593 $4.1M Add +0.9%
DGRO iShares Core Dividend Growth 0.66% 68,907 $4.0M Reduce -6.5%
AMAT Applied Materials Inc. 0.62% 15,832 $3.8M Reduce -9.7%
TWLO Twilio Inc. Class A 0.62% 66,334 $3.8M Add +23.7%
MRK Merck & Co. Inc. 0.60% 28,560 $3.7M Add +0.3%
ETN Eaton Corp. PLC 0.60% 11,197 $3.7M Reduce -4.4%
BRK.B Berkshire Hathaway Inc. Class B 0.60% 8,715 $3.6M Add +17.6%
DFAI Dimensional International Co. 0.58% 115,442 $3.5M Add +9.5%
ET Energy Transfer LP 0.56% 211,512 $3.4M Reduce -4.1%
SBUX Starbucks Corp. 0.55% 46,196 $3.4M Add +3.1%
PNC PNC Financial Services Group 0.55% 19,848 $3.3M Add +2.5%
GDX Vaneck Gold Miners ETF 0.53% 85,857 $3.3M Add +22.2%
FCX Freeport-McMoran Inc. 0.52% 62,386 $3.2M Add +19.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.50% 17,025 $3.0M Reduce -0.8%
SCHW Schwab (charles) Corp. 0.49% 39,145 $3.0M Add +9.7%
CVX Chevron Corp. 0.49% 19,175 $3.0M Add +1.0%
V Visa Inc. Class A 0.48% 11,254 $3.0M Add +3.2%
AMGN Amgen Inc. 0.48% 8,990 $2.9M Add +354.7%
EMR Emerson Electric Co. 0.48% 25,582 $2.9M Add +658.7%
VTI VG Morningstar TS MKT ETF-US 0.47% 10,496 $2.9M Reduce -1.1%
DFAU Dimensional US Core Equity M 0.47% 74,554 $2.9M Add +6.7%
BA The Boeing Co. 0.46% 15,457 $2.8M Reduce -2.8%
BLK BlackRock Finance Inc. 0.46% 3,440 $2.8M Add +16.9%
BSV Vanguard Short-Term Bond ETF 0.46% 36,650 $2.8M Reduce -1.7%
PEP Pepsico Inc. 0.45% 16,976 $2.8M Add +1.7%
VYMI Vanguard Int High DVD YLD Inc. 0.45% 38,658 $2.7M Add +1.8%
LLY Eli Lilly & Co. 0.43% 2,829 $2.6M Reduce -42.6%
PHM Pultegroup Inc. 0.43% 23,182 $2.6M Add +561.4%
LRCX Lam Research Corp. 0.43% 2,472 $2.6M Add +1.4%
VOO Vanguard S&P 500 ETF 0.42% 4,976 $2.5M Add +33.1%
CRM Salesforce Inc. 0.41% 10,117 $2.5M Reduce -12.2%
SNOW Snowflake Inc. 0.41% 18,298 $2.5M Add +37.5%
MDT Medtronic PLC 0.41% 32,049 $2.5M Add +7.3%
IEFA iShares Core MSCI Eafe ETF 0.40% 33,084 $2.5M Reduce -0.6%
PLD Prologis Inc. 0.40% 20,496 $2.5M Reduce -46.5%
ILMN Illumina Inc. 0.40% 20,786 $2.5M Add +34.3%
USMV iShares MSCI USA Min Vol Fac 0.40% 28,564 $2.4M Reduce -2.4%
LMT Lockheed Martin Corp. 0.39% 5,225 $2.4M Reduce -3.0%
AMT American Tower Corp. 0.38% 11,226 $2.3M New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.36% 14,356 $2.2M Reduce -0.9%
EBAY eBay Inc. 0.36% 40,509 $2.2M New
GNTX Gentex Corp. 0.36% 63,826 $2.2M New
HD Home Depot Inc. 0.33% 5,774 $2.0M Reduce -0.5%
HQL Abrdn Life Sciences Investor 0.33% 136,231 $2.0M Add +2.8%
AVY Avery Dennison Corp. 0.32% 9,114 $2.0M Add +6.4%
JNJ Johnson & Johnson 0.32% 13,258 $2.0M Add +1.1%
PG The Procter & Gamble Co. 0.32% 11,792 $2.0M Add +1.3%
TYG Tortoise Energy Infrastruct 0.32% 54,421 $1.9M Add +0.1%
IDV iShares International Select 0.32% 67,277 $1.9M Add +0.4%
VZ Verizon Communications Inc. 0.31% 45,697 $1.9M Reduce -3.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.30% 9,962 $1.9M Reduce -0.1%
BALL Ball Corp. 0.30% 30,812 $1.9M Add +26.3%
MRNA Moderna Inc. 0.30% 14,868 $1.8M Add +1.1%
VT Vanguard Tot World STK ETF 0.29% 15,562 $1.8M Add +0.6%
XME SS SPDR S&P Metals Mining 0.29% 28,382 $1.8M Add +10.8%
DES Wisdomtree US Smallcap Divid 0.29% 55,562 $1.8M Add +0.1%
RTX RTX Corp. 0.28% 17,076 $1.7M Reduce -3.9%
ZS Zscaler Inc. 0.28% 8,648 $1.7M Add +0.3%
INTC Intel Corp. 0.27% 49,088 $1.6M Add +23.9%
ISRG Intuitive Surgical Inc. 0.27% 3,678 $1.6M Reduce -0.1%
XLE SS Energy Select Sector 0.26% 17,537 $1.6M Add +3.8%
VTWO Vanguard Russell 2000 ETF 0.26% 18,384 $1.6M Add +22.3%
GM General Motors Co. 0.24% 30,996 $1.5M Reduce -1.6%
NFLX Netflix Inc. 0.24% 2,208 $1.4M Add +6.7%
DFAE Dimensional Emerging Core Eq 0.23% 53,227 $1.4M Add +12.9%
CRWD CrowdStrike Holdings Inc. Class A 0.23% 3,843 $1.4M Reduce -0.2%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.23% 30,222 $1.4M Add +1.3%
TMUS T-Mobile US Inc. 0.22% 7,708 $1.4M Add +11.0%
HDV iShares Core High Dividend E 0.22% 12,493 $1.4M Reduce -0.2%
QLD Proshares Ultra QQQ 0.22% 13,000 $1.4M New
GD General Dynamics Corp. 0.22% 4,665 $1.3M Reduce -6.7%
UNP Union Pacific Corp. 0.21% 5,744 $1.3M Reduce -2.0%
IVV iShares Core S&P 500 ETF 0.21% 2,341 $1.3M Reduce -11.2%
QQQ Invesco QQQ Trust Series 1 0.21% 2,660 $1.3M Add +14.8%
CAT Caterpillar Inc. 0.21% 3,867 $1.3M Add +22.7%
ORCL Oracle Corp. 0.19% 8,301 $1.2M Add +5.2%
T AT&T Inc. 0.19% 61,872 $1.2M Reduce -2.7%
CPRT Copart Inc. 0.19% 21,013 $1.2M Reduce -18.8%
HPE Hewlett Packard Enterprise 0.19% 53,758 $1.1M Reduce -4.7%
GE General Electric filed as GE AEROSPACE 0.18% 6,984 $1.1M Reduce -2.1%
MTCH Match Group Inc. 0.18% 35,681 $1.1M Reduce -7.2%
UNH Unitedhealth Group Inc. 0.18% 2,169 $1.1M Add +11.9%
ANET Arista Networks Inc. 0.18% 3,032 $1.1M Reduce -4.4%
TIP iShares Tips Bond ETF 0.17% 9,938 $1.1M Reduce -5.4%
BHP BHP Group Ltd.-Spon ADR 0.17% 18,018 $1.0M Reduce -0.1%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 0.17% 31,554 $1.0M Add +2.8%
AER Aercap Holdings NV 0.17% 10,844 $1.0M Add +1.8%
REMX Vaneck Rar Earth ND STG-Usdi 0.17% 23,212 $1.0M Add +22.4%
CROX Crocs Inc. 0.17% 7,248 $1.0M Add +1.6%
GS Goldman Sachs Group Inc. 0.17% 2,128 $1.0M Add +4.6%
LULU Lululemon Athletica Inc. 0.17% 3,507 $1.0M Add +159.0%
CLF Cleveland-Cliffs Inc. 0.16% 63,434 $1.0M Add +8.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.16% 2,618 $1.0M Add +4.4%
ASML ASML Holding NV-NY Reg SHS 0.16% 929 $987K Add +2.5%
CYBR Cyberark Software Ltd./Israel 0.16% 3,633 $978K Reduce -1.3%
NOW ServiceNow Inc. 0.16% 1,277 $957K Add +4.2%
EW Edwards Lifesciences Corp. 0.15% 10,215 $948K Add +0.9%
MBB iShares MBS ETF 0.15% 10,211 $948K Add +58.4%
DHI D.R. Horton Inc. 0.15% 6,283 $941K Reduce -13.4%
XGDVX Gabelli Dividend & Income TR 0.15% 40,508 $937K Add +5.7%
ADBE Adobe Inc. 0.15% 1,637 $913K Add +6.2%
GGZ Gabelli Global Small & M 0.15% 78,340 $912K Add +12.4%
MP MP Materials Corp. 0.15% 61,210 $911K Add +7.8%
URNM Sprott Uranium Miners ETF 0.15% 17,219 $909K Add +8.4%
AN Autonation Inc. 0.15% 5,295 $902K Add +4.1%
DVYE iShares Emerging Markets Div 0.15% 32,600 $901K Add +3.7%
PFE Pfizer Inc. 0.15% 31,424 $901K Add +10.3%
OGN Organon & Co. 0.15% 42,996 $898K Reduce -6.7%
EWBC East West Bancorp Inc. 0.15% 11,813 $895K Add +1.8%
DVN Devon Energy Corp. 0.14% 19,043 $884K Add +4.1%
URI United Rentals Inc. 0.14% 1,321 $880K Reduce -17.4%
VOC Voc Energy Trust 0.14% 165,296 $868K Add +225.4%
DAL Delta Air Lines Inc. 0.14% 18,579 $836K Add +0.9%
ACGL Arch Capital Group Ltd. 0.14% 8,557 $830K Reduce -6.8%
IJR iShares Core S&P Small-Cap E 0.13% 7,489 $826K Add +6.5%
VCIT Vanguard Int-Term Corporate 0.13% 10,156 $822K Add +178.3%
NOC Northrop Grumman Corp. 0.13% 1,858 $803K Reduce -6.1%
VAW Vanguard Materials ETF 0.13% 4,072 $801K Reduce -1.2%
GRMN Garmin Ltd. 0.13% 4,750 $792K Reduce -24.5%
MAGS Roundhill Magnificent Seven 0.13% 16,450 $783K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.13% 18,508 $774K Reduce -4.7%
BKR Baker Hughes Co. 0.12% 22,047 $761K Reduce -0.2%
PGR Progressive Corp. 0.12% 3,580 $758K Reduce -2.5%
CBRE GBL REAL ESTATE INC FD 0.12% 145,407 $752K Add +5.4%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.12% 1,876 $746K No change
AMD Advanced Micro Devices 0.12% 4,066 $740K Add +13.0%
XLK SS Technology Select Sector 0.12% 3,155 $731K Reduce -1.3%
CPNG Coupang Inc. 0.12% 33,486 $724K Add +0.4%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.12% 26,896 $717K Add +9.7%
SHEL Shell PLC-ADR 0.12% 9,771 $713K Add +5.3%
WY Weyerhaeuser Co. 0.12% 24,352 $705K Add +16.1%
REET iShares Global REIT ETF 0.11% 29,197 $703K Add +0.4%
TRP TC Energy Corp. 0.11% 17,937 $697K Add +9.0%
GLW Corning Inc. 0.11% 15,368 $692K New
MA Mastercard Inc. Class A 0.11% 1,573 $687K Add +8.0%
MCHI iShares MSCI China ETF 0.11% 15,752 $686K Add +116.0%
BMY Bristol-Myers Squibb Co. 0.11% 16,677 $680K Reduce -3.1%
NVO Novo-Nordisk A/S-Spons ADR 0.11% 4,843 $677K Reduce -26.1%
CGGR Cap Group Growth Equity 0.11% 20,097 $676K Reduce -0.9%
UBER Uber Technologies Inc. 0.11% 9,129 $671K Add +57.6%
UAL United Airlines Holdings Inc. 0.11% 14,655 $669K Add +5.8%
F Ford Motor Co. filed as FORD MTR CO DEL 0.11% 49,221 $663K Reduce -3.8%
MCK McKesson Corp. 0.11% 1,148 $660K Reduce -20.4%
DFAS Dimensional US Small Cap ETF 0.11% 10,589 $654K Add +93.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.11% 5,697 $649K Reduce -81.0%
AZN Astrazeneca PLC-Spons ADR 0.11% 8,311 $648K Add +0.2%
MU Micron Technology Inc. 0.11% 4,948 $644K Reduce -2.1%
HLT Hilton Worldwide Holdings Inc. 0.10% 2,949 $640K Reduce -16.9%
TMO Thermo Fisher Scientific Inc. 0.10% 1,176 $638K Add +0.9%
HMC Honda Motor Co. Ltd.-Spons ADR 0.10% 19,567 $630K Reduce -3.8%
NTNX Nutanix Inc. Class A 0.10% 10,854 $615K Add +3.6%
ESTC Elastic NV 0.10% 4,998 $603K Reduce -1.6%
BMBL Bumble Inc. Class A 0.10% 65,103 $600K Add +54.5%
XMYDX BlackRock Muniyield Fund 0.10% 54,185 $595K Reduce -5.4%
EOG EOG Resources Inc. 0.10% 4,625 $593K Reduce -4.4%
COPX Global X Copper Miners ETF 0.10% 12,385 $585K Add +32.5%
OLN Olin Corp. 0.09% 12,204 $581K Reduce -19.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.09% 3,553 $580K Reduce -1.7%
MO Altria Group Inc. 0.09% 12,326 $580K Reduce -4.2%
MTH Meritage Homes Corp. 0.09% 3,316 $580K Reduce -24.9%
BABA Alibaba Group Holding-SP ADR 0.09% 7,324 $575K Reduce -3.8%
SWKS Skyworks Solutions Inc. 0.09% 5,165 $568K Add +34.0%
PWR Quanta Services Inc. 0.09% 2,144 $566K Reduce -30.6%
ZTS Zoetis Inc. 0.09% 3,178 $565K Add +0.9%
KMB Kimberly-Clark Corp. 0.09% 3,998 $564K Reduce -2.9%
SMH Vaneck Semiconductor ETF 0.09% 2,080 $564K New
QS Quantumscape Corp. 0.09% 79,741 $563K Add +2.6%
TD Toronto-Dominion Bank 0.09% 9,980 $562K Reduce -5.3%
KD Kyndryl Holdings Inc. 0.09% 21,244 $559K Reduce -11.5%
RACE Ferrari NV 0.09% 1,298 $556K Reduce -2.1%
SHY iShares 1-3 Year Treasury Bo 0.09% 6,769 $554K Reduce -4.8%
LOW Lowe's Cos Inc. 0.09% 2,405 $552K Reduce -3.7%
MCD McDonald's Corp. 0.09% 2,151 $548K Reduce -8.2%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.09% 17,922 $539K Add +4.1%
VLO Valero Energy Corp. 0.09% 3,646 $535K New
PYPL PayPal Holdings Inc. 0.09% 8,820 $529K Add +14.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.09% 951 $529K Reduce -0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 5,396 $521K Reduce -68.3%
JD Jd.com Inc.-ADR 0.08% 18,175 $520K Reduce -11.6%
GLD SPDR Gold Shares 0.08% 2,320 $518K Reduce -0.6%
KO The Coca-Cola Co. 0.08% 8,181 $516K Add +1.8%
PKG Packaging Corp. of America 0.08% 2,804 $512K Add +0.4%
ACN Accenture PLC Class A 0.08% 1,708 $509K Add +17.1%
WBD Warner Bros Discovery Inc. 0.08% 68,347 $504K Add +18.8%
NWSA News Corp. Class A 0.08% 17,755 $494K Reduce -21.1%
MLM Martin Marietta Materials 0.08% 876 $487K Reduce -19.8%
GIS General Mills Inc. 0.08% 7,698 $486K Reduce -14.8%
IJH iShares Core S&P Midcap ETF 0.08% 8,090 $484K Reduce -1.6%
NIO Nio Inc. - ADR 0.08% 103,306 $483K Add +11.2%
DFAT Dimensional US Target Value 0.08% 9,056 $483K Add +5.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.08% 1,949 $480K Reduce -0.5%
BSX Boston Scientific Corp. 0.08% 6,192 $476K Add +10.2%
HOG Harley-Davidson Inc. 0.08% 13,986 $476K Reduce -28.2%
SU Suncor Energy Inc. 0.08% 12,410 $474K Add +32.8%
LEO BNY Mellon Strategic Muni 0.08% 76,034 $473K Reduce -8.7%
RIO Rio Tinto PLC-Spon ADR 0.08% 6,928 $472K Add +9.9%
VRTX Vertex Pharmaceuticals Inc. 0.08% 957 $471K Reduce -1.9%
RELX Relx PLC - Spon ADR 0.08% 10,302 $471K Add +4.8%
GNRC Generac Holdings Inc. 0.08% 3,152 $468K New
JCI Johnson Controls Internation 0.08% 6,643 $463K New
AIG American International Group 0.07% 5,954 $458K New
CSCO Cisco Systems Inc. 0.07% 9,792 $458K Reduce -79.4%
VALE Vale SA-SP ADR 0.07% 40,010 $456K Add +12.1%
LIN Linde PLC 0.07% 1,047 $455K Reduce -0.7%
LNC Lincoln National Corp. 0.07% 14,183 $453K Reduce -0.4%
FDX FedEx Corp. 0.07% 1,511 $453K Reduce -0.7%
MRVL Marvell Technology Inc. 0.07% 6,192 $447K Add +1.9%
DVY iShares Select Dividend ETF 0.07% 3,592 $446K Reduce -0.7%
ED Consolidated Edison Inc. 0.07% 4,860 $444K Add +3.8%
ALGT Allegiant Travel Co. 0.07% 9,049 $444K Add +24.1%
CDW CDW Corp. 0.07% 1,981 $443K New
HUM Humana Inc. 0.07% 1,156 $439K Add +13.0%
GPC Genuine Parts Co. 0.07% 3,173 $433K Add +4.5%
SCCO Southern Copper Corp. 0.07% 3,775 $433K Reduce -4.5%
GILD Gilead Sciences Inc. 0.07% 6,171 $432K New
FDVV Fidelity High Dividend ETF 0.07% 8,890 $426K No change
VGT Vanguard Info Tech ETF 0.07% 713 $424K Add +28.5%
ABBV Abbvie Inc. 0.07% 2,486 $422K Reduce -19.2%
AXP American Express Co. 0.07% 1,769 $422K Add +4.9%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.07% 9,174 $419K Add +7.4%
HON Honeywell International Inc. 0.07% 1,940 $417K Reduce -0.4%
TEL Te Connectivity Ltd. 0.07% 2,688 $416K Add +41.0%
TXN Texas Instruments Inc. 0.07% 2,060 $412K Reduce -19.1%
TTE Totalenergies SE -Spon ADR 0.07% 5,988 $410K Add +9.3%
KWEB Kranesh Csi China Internet 0.07% 14,297 $409K Add +41.3%
COP Conocophillips 0.07% 3,592 $409K Add +11.8%
EWX State Street SPDR S&P Emergi 0.07% 6,866 $409K Reduce -1.7%
MPC Marathon Petroleum Corp. 0.07% 2,483 $408K Reduce -18.0%
FLS Flowserve Corp. 0.07% 8,329 $401K Add +53.2%
XBI SS SPDR S&P Biotech ETF 0.07% 4,095 $401K Add +3.6%
ETG Eaton Vance T/A GL DVD Incm 0.07% 20,856 $399K Reduce -1.1%
TM Toyota Motor Corp. -Spon ADR 0.07% 1,956 $398K Add +7.3%
ALTM Arcadium Lithium PLC 0.06% 112,740 $398K New
KGC Kinross Gold Corp. 0.06% 43,194 $397K Add +0.3%
ADSK Autodesk Inc. 0.06% 1,593 $396K Add +3.4%
DE Deere & Co. 0.06% 1,069 $387K Reduce -5.0%
WMB Williams Cos Inc. 0.06% 8,803 $376K Add +6.4%
SHOP Shopify Inc. Class A 0.06% 5,726 $374K New
EEM iShares MSCI Emerging Market 0.06% 8,431 $374K Add +0.4%
GDXJ Vaneck Junior Gold Miners 0.06% 7,744 $370K Add +5.5%
SNY Sanofi-ADR 0.06% 7,208 $369K Add +6.1%
CSX CSX Corp. 0.06% 10,930 $369K Add +0.2%
VXUS Vanguard Total Intl Stock 0.06% 5,911 $369K Add +9.3%
KMI Kinder Morgan Inc. 0.06% 18,247 $368K Reduce -0.9%
FSLY Fastly Inc. Class A 0.06% 48,771 $365K Add +347.7%
HCA HCA Healthcare Inc. 0.06% 1,148 $365K Reduce -12.4%
RIG Transocean Ltd. 0.06% 69,781 $361K Add +41.8%
BWA Borgwarner Inc. 0.06% 10,889 $361K Reduce -16.1%
SNPS Synopsys Inc. 0.06% 590 $359K New
WFC Wells Fargo & Co. 0.06% 5,936 $357K New
SPGI S&P Global Inc. 0.06% 753 $356K Reduce -2.1%
IVW iShares S&P 500 Growth ETF 0.06% 3,743 $356K Add +25.3%
CMG Chipotle Mexican Grill Inc. 0.06% 6,173 $355K Add +7.4%
TDW Tidewater Inc. 0.06% 3,651 $355K Reduce -8.7%
NEM Newmont Corp. 0.06% 7,473 $353K Add +29.3%
QRVO Qorvo Inc. 0.06% 2,874 $352K Add +8.8%
ELAN Elanco Animal Health Inc. 0.06% 25,716 $352K Add +3.6%
UWMC Uwm Holdings Corp. 0.06% 47,101 $351K Reduce -4.5%
IP International Paper Co. 0.06% 8,172 $351K Add +4.2%
AI C3.AI Inc. Class A 0.06% 11,723 $349K Reduce -22.1%
ITOT iShares Core S&P Total U.S. 0.06% 2,875 $349K Reduce -1.5%
O Realty Income Corp. 0.06% 6,344 $349K Add +1.6%
DGRE Wisdomtree Emerging Markets 0.06% 12,653 $344K Add +0.1%
XBKNX BlackRock Invest QLTY Muni 0.06% 28,270 $341K No change
WDS Woodside Energy Group-ADR 0.06% 17,163 $340K New
BP BP PLC-Spons ADR 0.06% 9,614 $337K Add +2.9%
PH Parker Hannifin Corp. 0.05% 634 $335K Reduce -12.4%
SONY Sony Group Corp. - SP ADR 0.05% 3,489 $334K Add +1.5%
NGG National Grid PLC-SP ADR 0.05% 5,201 $327K Add +1.2%
CTRA Coterra Energy Inc. 0.05% 11,925 $322K Add +1.4%
PFG Principal Financial Group 0.05% 3,831 $321K Reduce -8.4%
IDXX Idexx Laboratories Inc. 0.05% 656 $320K Add +9.0%
TNDM Tandem Diabetes Care Inc. 0.05% 6,962 $315K Reduce -9.0%
ITW Illinois Tool Works 0.05% 1,310 $315K Add +52.5%
INCY Incyte Corp. 0.05% 5,036 $314K Add +5.7%
DRI Darden Restaurants Inc. 0.05% 2,233 $313K Reduce -5.5%
ALL Allstate Corp. 0.05% 1,916 $310K Add +8.7%
ADP Automatic Data Processing 0.05% 1,314 $310K Reduce -6.7%
THC Tenet Healthcare Corp. 0.05% 2,292 $307K No change
EWJ iShares MSCI Japan ETF 0.05% 4,303 $306K Add +2.8%
VOD Vodafone Group PLC-SP ADR 0.05% 33,052 $304K Add +15.1%
MOS The Mosaic Co. 0.05% 10,794 $303K Add +14.5%
MASI Masimo Corp. 0.05% 2,721 $303K Add +26.1%
MUFG Mitsubishi Ufj Finl-Spon ADR 0.05% 27,291 $303K Reduce -0.3%
IWM iShares Russell 2000 ETF 0.05% 1,436 $302K Add +5.2%
OUST Ouster Inc. 0.05% 23,168 $300K Add +8.5%
ALB Albemarle Corp. 0.05% 3,065 $300K Reduce -20.4%
B Barrick Gold Corp. 0.05% 16,542 $300K Add +38.5%
NUGT Dirxn DLY GM Indx B2X ETF-Ui 0.05% 6,355 $299K Reduce -10.8%
WDAY Workday Inc. Class A 0.05% 1,319 $299K Add +5.9%
ETR Entergy Corp. 0.05% 2,747 $298K Reduce -11.0%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.05% 2,736 $298K New
PL Planet Labs PBC 0.05% 151,412 $297K Add +15.7%
VB Vanguard Most SM-Cap ETF-Usd 0.05% 1,323 $296K Add +17.6%
GEV GE Vernova Inc. 0.05% 1,647 $291K Reduce -7.6%
PDBC Invesco Optimum Yield Divers 0.05% 20,449 $288K Reduce -8.9%
TRI Thomson Reuters Corp. 0.05% 1,744 $288K Reduce -2.8%
INTU Intuit Inc. 0.05% 456 $287K Reduce -0.9%
WELL Welltower Inc. 0.05% 2,732 $286K Add +9.0%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.05% 884 $285K No change
FDRR Fidelity Div ETF Rise Rates 0.05% 5,745 $284K Reduce -1.7%
VTEB Vanguard Tax-Exempt Bond ETF 0.05% 5,630 $284K Add +5.8%
ORLY O'reilly Automotive Inc. 0.05% 273 $282K No change
MET Metlife Inc. 0.05% 3,863 $280K Reduce -88.2%
PDD PDD Holdings Inc. 0.04% 1,979 $276K Reduce -41.9%
MMM 3M Co. 0.04% 2,667 $275K Reduce -7.9%
TSBK Timberland Bancorp Inc. 0.04% 10,000 $272K New
TDF Templeton Dragon Fund Inc. 0.04% 33,354 $271K New
PAYC Paycom Software Inc. 0.04% 1,843 $266K Add +32.8%
AME Ametek Inc. 0.04% 1,572 $266K Reduce -7.0%
DEO Diageo PLC-Sponsored ADR 0.04% 2,017 $265K Reduce -3.5%
KALU Kaiser Aluminum Corp. 0.04% 2,909 $265K Add +23.7%
PFF iShares Preferred & Income S 0.04% 8,299 $265K New
LNG Cheniere Energy Inc. 0.04% 1,496 $264K Reduce -9.2%
SLV iShares Silver Trust 0.04% 9,197 $264K Reduce -4.2%
PANW Palo Alto Networks Inc. 0.04% 795 $263K Add +0.4%
IEMG iShares Core MSCI Emerging 0.04% 4,731 $263K New
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.04% 8,938 $263K Add +7.2%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.04% 6,036 $262K Add +5.9%
MGA Magna International Inc. 0.04% 5,841 $260K Add +13.3%
NOK Nokia Corp.-Spon ADR 0.04% 65,820 $259K Add +5.7%
TER Teradyne Inc. 0.04% 1,641 $254K New
NTR Nutrien Ltd. 0.04% 5,111 $254K Reduce -2.1%
TTWO Take-Two Interactive Softwre 0.04% 1,645 $249K New
MPWR Monolithic Power Systems Inc. 0.04% 299 $248K New
CCEP Coca-Cola Europacific Partne 0.04% 3,328 $246K Reduce -0.9%
EFAV iShares MSCI Eafe Min Vol Fa 0.04% 3,439 $245K Add +12.6%
IBKR Interactive Brokers Gro Class A 0.04% 2,007 $243K Reduce -0.1%
PAYX Paychex Inc. 0.04% 2,063 $241K Add +10.0%
NVTS Navitas Semiconductor Corp. 0.04% 52,405 $239K Add +63.0%
DOW Dow Inc. 0.04% 4,544 $238K Add +22.4%
BMRN Biomarin Pharmaceutical Inc. 0.04% 2,833 $238K Reduce -2.1%
DOCN Digitalocean Holdings Inc. 0.04% 7,120 $237K Add +4.3%
IWD iShares Russell 1000 Value E 0.04% 1,335 $237K Reduce -1.0%
XLF SS Financial Select Sector 0.04% 5,599 $237K No change
TOL Toll Brothers Inc. 0.04% 1,941 $236K New
TECK Teck Resources Ltd.-CLS B 0.04% 4,758 $236K Reduce -2.2%
XLI SS Industrial Select Sector 0.04% 1,907 $235K Reduce -1.6%
PLTR Palantir Technologies Inc. Class A 0.04% 8,494 $235K New
ALK Alaska Air Group Inc. 0.04% 6,191 $235K Add +0.7%
CNI Canadian Natl Railway Co. 0.04% 1,965 $235K Reduce -7.4%
RL Ralph Lauren Corp. 0.04% 1,271 $234K Reduce -34.2%
PAGP Plains GP Holdings LP 0.04% 12,000 $233K No change
AGNC AGNC Investment Corp. 0.04% 22,652 $230K Add +40.6%
SYF Synchrony Financial 0.04% 4,633 $227K New
EXPD Expeditors Intl Wash Inc. 0.04% 1,815 $223K Reduce -24.8%
CP Canadian Pacific Kansas City 0.04% 2,667 $222K No change
XLV SS Health Care Select Sector 0.04% 1,496 $220K Add +5.1%
BTZ BlackRock Credit Allocation 0.04% 19,987 $219K Reduce -2.8%
UBS UBS Group AG-Reg 0.04% 7,016 $218K Reduce -16.9%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.04% 2,531 $217K Reduce -9.9%
VRSK Verisk Analytics Inc. 0.04% 788 $217K New
ETSY Etsy Inc. 0.04% 3,712 $216K New
CTAS Cintas Corp. 0.04% 302 $216K Reduce -4.1%
PSX Phillips 66 0.04% 1,577 $216K Reduce -20.5%
U Unity Software Inc. 0.04% 13,015 $215K New
RKLB Rocket Lab USA Inc. 0.03% 40,180 $214K Add +7.5%
QUAL iShares MSCI USA Quality Fac 0.03% 1,237 $214K Reduce -12.3%
UPS United Parcel Service Class B 0.03% 1,548 $214K Reduce -6.6%
CDNS Cadence Design SYS Inc. 0.03% 678 $213K Add +2.1%
KHC The Kraft Heinz Co. 0.03% 6,550 $211K Add +1.6%
CRSP Crispr Therapeutics AG 0.03% 3,701 $210K New
IPG Interpublic Group of Cos Inc. 0.03% 7,267 $210K Add +12.4%
IWF iShares Russell 1000 Growth 0.03% 560 $210K New
SILJ Amplify Junior Silver Miners 0.03% 16,050 $210K New
DLR Digital Realty Trust Inc. 0.03% 1,317 $208K New
BND Vanguard Total Bond Market 0.03% 2,835 $206K Reduce -12.4%
LHX L3HARRIS Technologies Inc. 0.03% 891 $205K New
VCSH Vanguard S/T Corp. Bond ETF 0.03% 2,619 $203K New
APH Amphenol Corp. Class A 0.03% 2,898 $201K New
EVN Eaton Vance Muni Inc. TR 0.03% 18,865 $198K Reduce -0.9%
SKIN Skinhealth Systems Inc. filed as THE BEAUTY HEALTH COMPANY 0.03% 101,855 $187K Add +25.3%
VERU Veru Inc. 0.03% 199,100 $185K Add +16.6%
ORANY Orange-Spon ADR 0.03% 16,497 $178K Add +8.9%
TELFY Telefonica SA-Spon ADR 0.03% 40,353 $177K Add +1.8%
CNH CNH Industrial NV 0.03% 17,550 $176K Add +26.7%
XGLQX Clough Global Equity Fund 0.03% 21,900 $158K Add +58.1%
ASX Ase Technology Holding -ADR 0.03% 12,538 $157K Reduce -6.0%
GLO Clough Global Opportunities 0.03% 27,800 $154K Reduce -11.5%
RXRX Recursion Pharmaceuticals-A 0.02% 17,455 $134K New
FBIO Fortress Biotech Inc. 0.02% 62,350 $123K New
MTTR Matterport Inc. 0.02% 27,912 $121K Reduce -3.1%
JPC Nuveen Prefered & Income Opp 0.02% 14,206 $109K Reduce -2.0%
BFK BlackRock Municipal Inc. TRST 0.02% 10,621 $109K Reduce -1.7%
VIV Telefonica Brasil-ADR 0.02% 11,605 $104K Reduce -2.5%
BDJ BlackRock Enhanced Eqty DVD 0.02% 12,469 $103K Reduce -9.0%
IVR Invesco Mortgage Capital 0.02% 10,771 $102K New
PHK PIMCO High Income Fund 0.02% 20,993 $101K Add +1.4%
CKPT Checkpoint Therapeutics Inc. 0.02% 42,750 $96K New
MOMO Hello Group Inc. -SPN ADR 0.02% 13,898 $93K Add +0.5%
XPEV Xpeng Inc. - ADR 0.02% 10,617 $92K New
ABEV Ambev SA-ADR 0.01% 37,379 $80K Add +0.9%
VVR Invesco Senior Income Trust 0.01% 16,500 $72K No change
DSX Diana Shipping Inc. 0.01% 22,000 $64K No change
BFLY Butterfly Network Inc. 0.01% 49,866 $58K Reduce -18.2%
LUMINAR TECHNOLOGIES INC 0.01% 26,294 $46K Add +27.0%
NCV Virtus Convertible & Income 0.01% 11,000 $37K No change
EPRX Eupraxia Pharmaceuticals Inc. 0.01% 13,000 $34K New
DNA Ginkgo Bioworks Holdings Inc. 0.00% 21,810 $7K Reduce -14.9%
Other holdings (3): bonds, preferreds, convertibles and warrants · $272K (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 199$240KAdd +11.2%
BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) NOTE 5.500% 3/1 · principal 24,000$21KNo change
LENDINGTREE INC (TREE 0.5 07/15/25) NOTE 0.500% 7/1 · principal 12,000$11KNo change

Total filed on the 13F, all lines: $613.1M.

Portfolio Sells Q1 2024 → Q2 2024

PLD Prologis Inc. Reduce -46.5% 0.40% −0.49
TJX TJX Companies Inc. Reduce -81.0% 0.11% −0.44
TSCO Tractor Supply Company Sold out 0.00% −0.43
MET Metlife Inc. Reduce -88.2% 0.05% −0.39
CSCO Cisco Systems Inc. Reduce -79.4% 0.07% −0.35
IFF Intl Flavors & Fragrances Sold out 0.00% −0.34
DIS The Walt Disney Co. Reduce -68.3% 0.09% −0.29
MSFT Microsoft Corp. Reduce -1.4% 8.20% −0.28
LLY Eli Lilly & Co. Reduce -42.6% 0.43% −0.26
CRM Salesforce Inc. Reduce -12.2% 0.41% −0.21
XOM Exxon Mobil Corp. Reduce -3.0% 0.88% −0.15
VIG Vanguard Dividend Apprec ETF Reduce -1.4% 1.42% −0.14
VYM Vanguard High DVD Yield ETF Reduce -0.1% 1.25% −0.13
IUSV iShares Core S&P U.S. Value Reduce -2.1% 0.87% −0.12
DGRO iShares Core Dividend Growth Reduce -6.5% 0.66% −0.11
IBM Intl Business Machines Corp. Reduce -0.8% 0.50% −0.09
BA The Boeing Co. Reduce -2.8% 0.46% −0.09
EFV iShares MSCI Eafe Value ETF Reduce -2.0% 0.72% −0.08
CPRT Copart Inc. Reduce -18.8% 0.19% −0.08
HOG Harley-Davidson Inc. Reduce -28.2% 0.08% −0.08
HD Home Depot Inc. Reduce -0.5% 0.33% −0.07
MTCH Match Group Inc. Reduce -7.2% 0.18% −0.07
OLN Olin Corp. Reduce -19.0% 0.09% −0.06
URI United Rentals Inc. Reduce -17.4% 0.14% −0.06
DHI D.R. Horton Inc. Reduce -13.4% 0.15% −0.06
ET Energy Transfer LP Reduce -4.1% 0.56% −0.06
VIGI Vanguard Int Div App Indx FD Reduce -0.6% 0.76% −0.06
ETN Eaton Corp. PLC Reduce -4.4% 0.60% −0.06
BMY Bristol-Myers Squibb Co. Reduce -3.1% 0.11% −0.06
PXD Pioneer Natural Resources Co. Sold out 0.00% −0.06
AON Aon PLC Class A Sold out 0.00% −0.05
BSV Vanguard Short-Term Bond ETF Reduce -1.7% 0.46% −0.05
PWR Quanta Services Inc. Reduce -30.6% 0.09% −0.05
VZ Verizon Communications Inc. Reduce -3.5% 0.31% −0.05
LMT Lockheed Martin Corp. Reduce -3.0% 0.39% −0.05
NUE Nucor Corp. Sold out 0.00% −0.05
CVS CVS Health Corp. Sold out 0.00% −0.05
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -0.9% 0.36% −0.05
UNP Union Pacific Corp. Reduce -2.0% 0.21% −0.04
MTH Meritage Homes Corp. Reduce -24.9% 0.09% −0.04
USMV iShares MSCI USA Min Vol Fac Reduce -2.4% 0.40% −0.04
MPC Marathon Petroleum Corp. Reduce -18.0% 0.07% −0.04
ALB Albemarle Corp. Reduce -20.4% 0.05% −0.04
MLM Martin Marietta Materials Reduce -19.8% 0.08% −0.04
NVO Novo-Nordisk A/S-Spons ADR Reduce -26.1% 0.11% −0.04
GE General Electric Reduce -2.1% 0.18% −0.04
IEFA iShares Core MSCI Eafe ETF Reduce -0.6% 0.40% −0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.1% 0.30% −0.04
NOC Northrop Grumman Corp. Reduce -6.1% 0.13% −0.04
REGN Regeneron Pharmaceuticals Sold out 0.00% −0.04

Portfolio Buys Q1 2024 → Q2 2024

AAPL Apple Inc. Add +0.4% 4.00% +0.69
EMR Emerson Electric Co. Add +658.7% 0.48% +0.41
AMT American Tower Corp. New 0.38% +0.38
AMGN Amgen Inc. Add +354.7% 0.48% +0.38
EBAY eBay Inc. New 0.36% +0.36
GNTX Gentex Corp. New 0.36% +0.36
PHM Pultegroup Inc. Add +561.4% 0.43% +0.35
QCOM Qualcomm Inc. Add +54.7% 0.78% +0.31
TSLA Tesla Inc. Add +3.0% 1.39% +0.30
MNKD Mannkind Corp. Add +4.7% 1.86% +0.28
QLD Proshares Ultra QQQ New 0.22% +0.22
SLVP iShares MSCI Global Silver A Add +6.7% 0.99% +0.22
GOOGL Alphabet Inc. Class A Add +1.8% 1.12% +0.13
GDX Vaneck Gold Miners ETF Add +22.2% 0.53% +0.13
MAGS Roundhill Magnificent Seven New 0.13% +0.13
GLW Corning Inc. New 0.11% +0.11
VOO Vanguard S&P 500 ETF Add +33.1% 0.42% +0.09
SMH Vaneck Semiconductor ETF New 0.09% +0.09
SIVR Abrdn Physical Silver Shares Add +1.3% 0.67% +0.09
VLO Valero Energy Corp. New 0.09% +0.09
VOC Voc Energy Trust Add +225.4% 0.14% +0.09
FCX Freeport-McMoran Inc. Add +19.5% 0.52% +0.08
VCIT Vanguard Int-Term Corporate Add +178.3% 0.13% +0.08
VWO Vanguard Ftse Emerging Marke Add +10.1% 1.03% +0.08
GNRC Generac Holdings Inc. New 0.08% +0.08
JCI Johnson Controls Internation New 0.08% +0.08
AIG American International Group New 0.07% +0.07
CDW CDW Corp. New 0.07% +0.07
GILD Gilead Sciences Inc. New 0.07% +0.07
LULU Lululemon Athletica Inc. Add +159.0% 0.17% +0.07
ALTM Arcadium Lithium PLC New 0.06% +0.06
PATH Uipath Inc. Class A Add +117.6% 0.89% +0.06
SHOP Shopify Inc. Class A New 0.06% +0.06
MCHI iShares MSCI China ETF Add +116.0% 0.11% +0.06
SNPS Synopsys Inc. New 0.06% +0.06
WFC Wells Fargo & Co. New 0.06% +0.06
WDS Woodside Energy Group-ADR New 0.06% +0.06
LQD Ishr Ibx Usd Invgd CB ETF-Ui New 0.05% +0.05
MBB iShares MBS ETF Add +58.4% 0.15% +0.05
DFAS Dimensional US Small Cap ETF Add +93.3% 0.11% +0.05
TDF Templeton Dragon Fund Inc. New 0.04% +0.04
TSBK Timberland Bancorp Inc. New 0.04% +0.04
WMT Walmart Inc. Add +1.1% 0.73% +0.04
PFF iShares Preferred & Income S New 0.04% +0.04
IEMG iShares Core MSCI Emerging New 0.04% +0.04
TER Teradyne Inc. New 0.04% +0.04
TTWO Take-Two Interactive Softwre New 0.04% +0.04
MPWR Monolithic Power Systems Inc. New 0.04% +0.04
BCX BlackRock Resources & Commod Add +13.1% 0.71% +0.04
TOL Toll Brothers Inc. New 0.04% +0.04

Notes & Other Activity Q1 2024 → Q2 2024

BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L Add +11.2% 199 $240K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 484$996.1MMSFT, NVDA, AAPL, AMZN, AVGO
Q1 2026 470$878.6MMSFT, NVDA, AAPL, AMZN, SLVP
Q4 2025 468$877.0MMSFT, NVDA, AAPL, AMZN, AVGO
Q3 2025 452$819.4MMSFT, NVDA, AAPL, AMZN, AVGO
Q2 2025 422$715.7MMSFT, NVDA, AAPL, AMZN, AVGO
Q1 2025 408$626.7MMSFT, AAPL, NVDA, AMZN, MNKD
Q4 2024 422$637.9MMSFT, AAPL, NVDA, AMZN, AVGO
Q3 2024 442$635.0MMSFT, AAPL, NVDA, AMZN, MNKD
Q2 2024 431$612.9MMSFT, AAPL, NVDA, AMZN, AVGO
Q1 2024 401$556.1MMSFT, AAPL, NVDA, AMZN, AVGO