WAYNE HUMMER INVESTMENTS L.L.C.
CIK 49096 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $114K
- ポジション
- 427
- 時点
- 2024年12月31日 Q4 2024時点のデータ
13F価値別で9,443件中 #9,397 位 · 99.5% トップ
- 上位10銘柄のウェイト
- 37.30%
- 上位25銘柄のウェイト
- 56.80%
- 1%超のポジション
- 21
- 実効ポジション数
- 52.9
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
- 新規ポジション
- 427
- 増加
- 0
- 減少
- 0
- クローズ
- 0
このページについて
セクター別内訳
Technology
11.7%
Healthcare
7.0%
Industrials
4.6%
Communication Services
4.3%
Financial Services
3.5%
Retail
3.4%
Financials
2.5%
Energy
2.1%
Consumer Discretionary
1.3%
Utilities
0.9%
Consumer Staples
0.9%
Materials
0.6%
Consumer products
0.3%
Communications
0.1%
Telecommunication
0.1%
Real Estate
0.1%
Diversified Consumer Services
0.0%
Packaging
0.0%
その他/マッピングなし
56.4%
ポートフォリオ全体 427 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| IJH | $6,306 | 5.55% | 101,204 | 上昇 ×1 | |||
| AAPL Apple Inc. - Common Stock | $5,270 | 4.64% | 21,047 | 上昇 ×1 | |||
| IVV | $5,147 | 4.53% | 8,744 | 上昇 ×1 | |||
| IWM | $4,929 | 4.34% | 22,309 | 上昇 ×1 | |||
| BRKB | $4,387 | 3.86% | 9,678 | 上昇 ×1 | |||
| RSP | $4,090 | 3.60% | 23,341 | 上昇 ×1 | |||
| TFLO | $3,975 | 3.50% | 78,770 | 上昇 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $2,950 | 2.60% | 6,998 | 上昇 ×1 | |||
| BRKA | $2,724 | 2.40% | 4 | 上昇 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $2,598 | 2.29% | 13,642 | 上昇 ×1 | |||
| VEA | $2,433 | 2.14% | 50,886 | 上昇 ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $2,243 | 1.97% | 4,298 | 上昇 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1,662 | 1.46% | 7,576 | 上昇 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1,564 | 1.38% | 2,027 | 上昇 ×1 | |||
| VIG | $1,540 | 1.36% | 7,865 | 上昇 ×1 | |||
| FVD | $1,512 | 1.33% | 34,667 | 上昇 ×1 | |||
| 発行者不明 (CUSIP: 78462F953) | $1,510 | 1.33% | 2,710 | 上昇 ×1 | |||
| APO Apollo Global Management, Inc. (New) Common Stock | $1,439 | 1.27% | 8,714 | 上昇 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $1,357 | 1.19% | 5,856 | 上昇 ×1 | |||
| VOO | $1,303 | 1.15% | 2,420 | 上昇 ×1 | |||
| UCON | $1,255 | 1.10% | 50,947 | 上昇 ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $1,105 | 0.97% | 24,467 | 上昇 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1,102 | 0.97% | 4,597 | 上昇 ×1 | |||
| CGGR | $1,064 | 0.94% | 28,648 | 上昇 ×1 | |||
| SPY SPY | $1,059 | 0.93% | 1,808 | 上昇 ×1 | |||
| CGXU | $1,014 | 0.89% | 41,120 | 上昇 ×1 | |||
| RSG Republic Services, Inc. Common Stock | $994 | 0.88% | 4,945 | 上昇 ×1 | |||
| ZWS Zurn Elkay Water Solutions Corporation Common Stock | $944 | 0.83% | 25,331 | 上昇 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $813 | 0.72% | 1,389 | 上昇 ×1 | |||
| FTCS First Trust Capital Strength ETF | $785 | 0.69% | 8,944 | 上昇 ×1 | |||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $783 | 0.69% | 21,854 | 上昇 ×1 | |||
| CGDV | $703 | 0.62% | 19,940 | 上昇 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $691 | 0.61% | 3,891 | 上昇 ×1 | |||
| FLOT | $656 | 0.58% | 12,901 | 上昇 ×1 | |||
| FPE | $639 | 0.56% | 36,150 | 上昇 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $639 | 0.56% | 3,379 | 上昇 ×1 | |||
| V Visa Inc. | $620 | 0.55% | 1,961 | 上昇 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $612 | 0.54% | 4,561 | 上昇 ×1 | |||
| MDGL Madrigal Pharmaceuticals, Inc. - Common Stock | $597 | 0.53% | 1,937 | 上昇 ×1 | |||
| SEI Solaris Energy Infrastructure, Inc. Class A Common Stock | $574 | 0.51% | 19,973 | 上昇 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $531 | 0.47% | 580 | 上昇 ×1 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $502 | 0.44% | 5,006 | 上昇 ×1 | |||
| VWO | $486 | 0.43% | 11,052 | 上昇 ×1 | |||
| JAAA | $475 | 0.42% | 9,373 | 上昇 ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $443 | 0.39% | 498 | 上昇 ×1 | |||
| ORCL Oracle Corporation Common Stock | $403 | 0.35% | 2,421 | 上昇 ×1 | |||
| CB Chubb Limited Common Stock | $394 | 0.35% | 1,427 | 上昇 ×1 | |||
| QQEW First Trust Nasdaq-100 Select Equal Weight ETF | $389 | 0.34% | 3,119 | 上昇 ×1 | |||
| AFL AFLAC Incorporated Common Stock | $382 | 0.34% | 3,695 | 上昇 ×1 | |||
| CALF | $372 | 0.33% | 8,457 | 上昇 ×1 | |||
| SCHD | $370 | 0.33% | 13,563 | 上昇 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $366 | 0.32% | 716 | 上昇 ×1 | |||
| ITW Illinois Tool Works Inc. Common Stock | $344 | 0.30% | 1,358 | 上昇 ×1 | |||
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | $340 | 0.30% | 16,940 | 上昇 ×1 | |||
| CRM Salesforce, Inc. Common Stock | $340 | 0.30% | 1,018 | 上昇 ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $338 | 0.30% | 696 | 上昇 ×1 | |||
| PSX Phillips 66 Common Stock | $328 | 0.29% | 2,882 | 上昇 ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $327 | 0.29% | 308 | 上昇 ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $314 | 0.28% | 4,159 | 上昇 ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $309 | 0.27% | 4,312 | 上昇 ×1 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $290 | 0.26% | 2,401 | 上昇 ×1 | |||
| GSEP | $288 | 0.25% | 8,233 | 上昇 ×1 | |||
| PM Philip Morris International Inc Common Stock | $282 | 0.25% | 2,348 | 上昇 ×1 | |||
| VT | $282 | 0.25% | 2,403 | 上昇 ×1 | |||
| COWZ | $282 | 0.25% | 5,005 | 上昇 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $269 | 0.24% | 532 | 上昇 ×1 | |||
| BLK BlackRock, Inc. Common Stock | $268 | 0.24% | 261 | 上昇 ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $268 | 0.24% | 810 | 上昇 ×1 | |||
| KLAC KLA Corporation - Common Stock | $265 | 0.23% | 420 | 上昇 ×1 | |||
| HTGC Hercules Capital, Inc. Common Stock | $261 | 0.23% | 13,024 | 上昇 ×1 | |||
| CHDN Churchill Downs, Incorporated - Common Stock | $260 | 0.23% | 1,952 | 上昇 ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $259 | 0.23% | 498 | 上昇 ×1 | |||
| MAR Marriott International - Class A Common Stock | $255 | 0.22% | 916 | 上昇 ×1 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $255 | 0.22% | 1,402 | 上昇 ×1 | |||
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $255 | 0.22% | 19,682 | 上昇 ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $254 | 0.22% | 4,584 | 上昇 ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $246 | 0.22% | 719 | 上昇 ×1 | |||
| CGUS | $244 | 0.21% | 6,998 | 上昇 ×1 | |||
| CBOE | $241 | 0.21% | 1,236 | 上昇 ×1 | |||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $240 | 0.21% | 598 | 上昇 ×1 | |||
| VB | $239 | 0.21% | 995 | 上昇 ×1 | |||
| GAP Gap, Inc. (The) Common Stock | $237 | 0.21% | 10,054 | 上昇 ×1 | |||
| FLQM | $225 | 0.20% | 4,143 | 上昇 ×1 | |||
| SRE DBA Sempra Common Stock | $224 | 0.20% | 2,560 | 上昇 ×1 | |||
| USB U.S. Bancorp Common Stock | $221 | 0.19% | 4,624 | 上昇 ×1 | |||
| IWD | $217 | 0.19% | 1,172 | 上昇 ×1 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $215 | 0.19% | 375 | 上昇 ×1 | |||
| VO | $211 | 0.19% | 800 | 上昇 ×1 | |||
| IWS | $209 | 0.18% | 1,622 | 上昇 ×1 | |||
| NEM Newmont Corporation | $208 | 0.18% | 5,610 | 上昇 ×1 | |||
| LIN Linde plc - Ordinary Shares | $208 | 0.18% | 498 | 上昇 ×1 | |||
| CME CME Group Inc. - Class A Common Stock | $206 | 0.18% | 887 | 上昇 ×1 | |||
| BAC Bank of America Corporation Common Stock | $201 | 0.18% | 4,575 | 上昇 ×1 | |||
| MRC | $201 | 0.18% | 15,740 | 上昇 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $199 | 0.18% | 763 | 上昇 ×1 | |||
| ABT Abbott Laboratories Common Stock | $196 | 0.17% | 1,735 | 上昇 ×1 | |||
| MCD McDonald's Corporation Common Stock | $191 | 0.17% | 661 | 上昇 ×1 | |||
| SHYG | $191 | 0.17% | 4,486 | 上昇 ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $189 | 0.17% | 767 | 上昇 ×1 | |||
| COR Cencora, Inc. Common Stock | $187 | 0.16% | 835 | 上昇 ×1 | |||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| IJH | $6,306 | 101,204 | 5.55% |
| AAPL | $5,270 | 21,047 | 4.64% |
| IVV | $5,147 | 8,744 | 4.53% |
| IWM | $4,929 | 22,309 | 4.34% |
| BRKB | $4,387 | 9,678 | 3.86% |
| RSP | $4,090 | 23,341 | 3.60% |
| TFLO | $3,975 | 78,770 | 3.50% |
| MSFT | $2,950 | 6,998 | 2.60% |
| BRKA | $2,724 | 4 | 2.40% |
| GOOG | $2,598 | 13,642 | 2.29% |
| VEA | $2,433 | 50,886 | 2.14% |
| ISRG | $2,243 | 4,298 | 1.97% |
| AMZN | $1,662 | 7,576 | 1.46% |
| LLY | $1,564 | 2,027 | 1.38% |
| VIG | $1,540 | 7,865 | 1.36% |