Asset Dedication, LLC Q1 2024 Filing

Filed April 16, 2024

Portfolio Value

$1.3B

Holdings

1,022

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (1,022 positions)

StockValue
IBNICICI Bank Ltd ADR
$4K
SONYSony Group Corp
$4K
ATRAptarGroup Inc
$4K
SYU1Synovus Financial Corp
$4K
GNLGlobal Net Lease Inc
$4K
HLNHaleon Plc
$4K
RXSTRxSight Inc
$4K
ACWXiShares MSCI ACWI ex U.S. ETF
$4K
RBLXRoblox Corp Ordinary Shares - Class A
$4K
CITCintas Corp
$4K
GRABGRAB HOLDINGS CL A ORD
$4K
AIZAssurant Inc
$4K
BTCSBTCS Inc
$4K
WFC 7.5 PERP LWells Fargo & C
$4K
NIONIO Inc ADR
$4K
CIENCiena Corp
$4K
AIVLWisdomTree US Al Enhanced Val ETF
$4K
PSTGPure Storage Inc A
$4K
KNDIKandi Technologies Group Inc
$4K
PTCPTC Inc
$4K
IVTInvenTrust Properties Corp.
$4K
SSRMSSR Mining Inc
$4K
ADMArcher-Daniels Midland Co
$4K
DFJWisdomTree Japan SmallCap Dividend Fund
$4K
AMGAffiliated Managers Group Inc
$4K
VDEVanguard Energy Index Fund ETF Shares
$4K
ADPTAdaptive Biotechnologies Corp
$4K
HTGCHercules Capital Inc
$4K
MBBiShares MBS ETF
$4K
USIGiShares Broad USD Investment Grade Corporate Bond ETF
$4K
HBC2HSBC Holdings PLC ADR
$4K
HWMHowmet Aerospace Inc
$4K
HTZHertz Global Holdings Inc Ordinary Shares (New)
$4K
TECK/BTeck Resources Ltd Class B
$4K
RHIRobert Half International Inc
$4K
IFRAiShares US Infrastructure ETF
$4K
RJFRaymond James Financial Inc
$4K
MORNMorningstar Inc
$4K
BBCAJPMorgan BetaBuilders Canada ETF
$4K
YUMCYum China Holdings Inc
$4K
AFWAlign Technology Inc
$4K
LWLamb Weston Holdings Inc
$4K
DRIDarden Restaurants Inc
$4K
BLKBBlackbaud Inc
$3K
ATMUAtmus Filtration Technologies Inc
$3K
IPGThe Interpublic Group of Companies Inc
$3K
SPTLSPDR Portfolio Long Term Treasury ETF
$3K
XMESPDR S&P Metals and Mining ETF
$3K
CHHChoice Hotels International Inc
$3K
SLVMSylvamo Corp
$3K
STEWSRH TOTAL RETURN FUND INC COM
$3K
CFGCitizens Financial Group Inc
$3K
FEMRFIDELITY ENHNCD LRGE CP VLE ETF
$3K
IMCBiShares Morningstar Mid-Cap ETF
$3K
BLDPBallard Power Systems Inc
$3K
ACHRARCHER AVIATION CL A ORD
$3K
GCCWisdomTree Continuous Commodity Index Fund
$3K
QRVOQorvo Inc
$3K
DTMDT Midstream Inc
$3K
GFSGlobalfoundries Inc
$3K
EBNDSPDR Barclays Emerging Markets Local Bond ETF
$3K
CRTCross Timbers Royalty Trust
$3K
0VVBPARAMOUNT GLOBAL COM
$3K
TWLOTwilio Inc A
$3K
PKNPerkinElmer Inc
$3K
INTUIntuit Inc
$3K
DUOLDuolingo Inc
$3K
OGNOrganon & Co
$3K
DOCUDocuSign Inc
$3K
LSTRLandstar System Inc
$3K
BBJPJPMorgan BetaBuilders Japan ETF
$3K
QTUMDefiance Quantum ETF
$3K
LYBLyondellBasell Industries NV
$3K
Laboratory Corp of America Holdings
$3K
DBAPowerShares DB Agriculture Fund
$3K
NVSTEnvista Holdings Corp Ordinary Shares
$3K
IBHEiShares High Yield Bond ETF 12/15/2025
$3K
SOFISoFi Technologies Inc Ordinary Shares
$3K
WCEOTWO RDS SHARED TRUST HYPATIA W OMEN CEO ETF
$3K
NOWServiceNow Inc
$2K
RPCPraxair Inc
$2K
OCOwens-Corning Inc
$2K
RIGTransocean Ltd
$2K
COLMColumbia Sportswear Co
$2K
CPNGCoupang Inc Ordinary Shares - Class A
$2K
DJPiPath Bloomberg Commodity Index Total Return(SM) ETN
$2K
KLGWK KELLOGG ORD WI
$2K
NYCBEURNew York Community Bancorp Inc
$2K
RIVNRivian Automotive Inc Class A
$2K
GWWW.W. Grainger Inc
$2K
AMLPAlerian MLP ETF
$2K
ESTCElastic NV
$2K
CPRTCopart Inc
$2K
NNVCNanoviricides Inc
$2K
REGRegency Centers Corp
$2K
WABWestinghouse Air Brake Technologies Corp
$2K
TSCOTractor Supply Co
$2K
PCGPG&E Corp
$2K
TECHBio-Techne Corp
$2K
NRANRG Energy Inc
$2K
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