Asset Dedication, LLC Q1 2024 Filing

Filed April 16, 2024

Portfolio Value

$1.3T

Holdings

1,022

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (1,022 positions)

StockValue
SKYWSkyWest Inc
$23.0M
EXPDExpeditors International of Washington Inc
$23.0M
RHCRH PLC ADR
$23.0M
WYWeyerhaeuser Co
$23.0M
CLXClorox Co
$23.0M
CIBRFirst Trust NASDAQ Cybersecurity ETF
$23.0M
BLOKAmplify Transformational Data Sharing ETF
$23.0M
NTRNutrien Ltd
$22.0M
KGCKinross Gold Corp
$22.0M
ISRGIntuitive Surgical Inc
$22.0M
VYMIVanguard International High Dividend Yield Index Fund ETF Shares
$22.0M
HALHalliburton Co
$22.0M
LUVSouthwest Airlines Co
$22.0M
LEGNLegend Biotech Corp
$21.0M
ACAArcosa Inc
$21.0M
NJRNew Jersey Resources Corp
$21.0M
XLFIConsumer Staples Select Sector SPDR Fund
$21.0M
BOUTInnovator IBD Breakout Opportunities ETF
$21.0M
WBDWarner Brothers Discover
$21.0M
ARKKARK Innovation ETF
$21.0M
MFCManulife Financial Corp
$21.0M
VOYAVoya Financial Inc
$21.0M
AVSUAMERICAN CENTURY INVESTMENTS A VANTIS RESPONSIBLE
$21.0M
BJBJ's Wholesale Club Holdings Inc
$21.0M
LOUPInnovator Loup Frontier Tech ETF
$21.0M
SNPSSynopsys Inc
$21.0M
IYHiShares U.S. Healthcare ETF
$20.0M
BNDXVanguard Total International Bond Index Fund ETF Shares
$20.0M
AIGAmerican International Group Inc
$20.0M
IGMiShares North American Tech ETF
$20.0M
VMCVulcan Materials Co
$19.0M
FXHFirst Trust Health Care AlphaDEX Fund
$19.0M
RBARitchie Bros Auctioneers Inc
$19.0M
DWXSPDR S&P International Dividend ETF
$19.0M
CFRCullen/Frost Bankers Inc
$19.0M
FEFirstEnergy Corp
$19.0M
BAXBaxter International Inc
$19.0M
DESWisdomTree SmallCap Dividend Fund
$19.0M
KHCThe Kraft Heinz Co
$18.0M
CDWCDW Corp
$18.0M
MCOMoody's Corporation
$18.0M
ULUnilever PLC ADR
$18.0M
ZBHZimmer Biomet Holdings Inc
$18.0M
FBINFortune Brands Innovations Inc
$18.0M
NTRSNorthern Trust Corp
$17.0M
BWABorgWarner Inc
$17.0M
HCAHCA Holdings Inc
$17.0M
EFGiShares MSCI EAFE Growth ETF
$17.0M
FTXHFirst Trust Nasdaq Pharmaceuticals ETF
$17.0M
MKLMarkel Corp
$17.0M
ROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF
$17.0M
MCYMercury General Corp
$17.0M
TRIThomson Reuters Corp
$16.0M
NTAPNetApp Inc
$16.0M
PETVPetVivo Holdings Inc
$16.0M
UGIUGI Corp
$16.0M
INDAiShares MSCI India ETF
$16.0M
IQVIQVIA Holdings Inc
$16.0M
HRLHormel Foods Corp
$16.0M
HDBHDFC Bank Ltd ADR
$16.0M
CBOECboe Global Markets Inc
$16.0M
DFAUDimensional US Core Equity Market ETF
$15.0M
XYZSquare Inc A
$15.0M
PIIPolaris Industries Inc
$15.0M
SMLVSPDR Russell 2000 Low Volatility ETF
$15.0M
MMSMaximus Inc
$15.0M
AJGArthur J. Gallagher & Co
$15.0M
CMCanadian Imperial Bank of Commerce
$15.0M
TPLCTimothy Plan US Large/Mid Cap Core ETF
$15.0M
MSCIMSCI Inc
$14.0M
IARTIntegra Lifesciences Holdings Corp
$14.0M
REGNRegeneron Pharmaceuticals Inc
$14.0M
HNDLStrategy Shares Nasdaq 7 Handl Index ETF
$14.0M
DLSWisdomTree International SmallCap Dividend Fund
$14.0M
CNCCentene Corp
$14.0M
AMEAMETEK Inc
$14.0M
WQTMWisdomTree Cloud Computing Fund
$14.0M
ACGLArch Capital Group Ltd
$14.0M
LNCLincoln National Corp
$14.0M
SYFSynchrony Financial
$14.0M
FLOTiShares Floating Rate Bond ETF
$14.0M
EWJiShares MSCI Japan ETF
$14.0M
WOMNImpact Shares YWCA Women's Empowerment ETF
$13.0M
SVMSVM UK Emerging Fund Plc
$13.0M
AZOAutoZone Inc
$13.0M
PDBCPowerShares DB Optimum Yield Diversified Commodity Strategy Portfolio
$13.0M
FANFirst Trust ISE Global Wind Energy Index Fund
$13.0M
VGSHVanguard Short-Term Government Bond Index Fund ETF Shares
$13.0M
CSLCarlisle Companies Inc
$13.0M
TELTE Connectivity Ltd
$13.0M
SUBiShares Short-Term National Muni Bond ETF
$13.0M
CSGPCoStar Group Inc
$13.0M
PSAPublic Storage
$13.0M
SHYGiShares 0-5 Year High Yield Corporate Bond ETF
$12.0M
FRTFederal Realty Investment Trust
$12.0M
ULTAUlta Beauty Inc
$12.0M
HSYThe Hershey Co
$12.0M
VTRSViatris Inc
$12.0M
MLB1MercadoLibre Inc
$12.0M
KDKyndryl Holdings Inc Ordinary Shares
$12.0M
PreviousPage 5 of 11Next