Asset Dedication, LLC Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$1.2B

Holdings

1,050

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (1,050 positions)

StockValue
HLNHaleon Plc
$4K
CIENCiena Corp
$4K
ARKTARK Web x.0 ETF
$4K
HBC2HSBC Holdings PLC ADR
$4K
MFICApollo Investment Corp
$4K
IRMIron Mountain Inc Com Npv
$4K
PEJPowerShares Dynamic Leisure and Entertainment Portfolio
$4K
PMTPennymac Mortgage In
$4K
AKAMAkamai Technologies Inc
$4K
ACWXiShares MSCI ACWI ex U.S. ETF
$4K
HSTHost Hotels & Resorts Inc
$4K
DRIDarden Restaurants Inc
$4K
EMBiShares J.P. Morgan USD Emerging Markets Bond ETF
$4K
IPGThe Interpublic Group of Companies Inc
$4K
TYLTyler Technologies Inc
$4K
AFWAlign Technology Inc
$4K
WRKUSDWestRock Co A
$4K
IATiShares U.S. Regional Banks ETF
$4K
AEMAgnico Eagle Mines Ltd
$4K
VIOOVanguard S&P Small-Cap 600 Index Fund ETF Shares
$4K
BLDPBallard Power Systems Inc
$4K
GRABGRAB HOLDINGS CL A ORD
$4K
FANGDiamondback Energy Inc
$4K
ARKGARK Genomic Revolution Multi-Sector ETF
$4K
DSIiShares MSCI KLD 400 Social ETF
$4K
TECK/BTeck Resources Ltd Class B
$4K
RHIRobert Half International Inc
$4K
NEGGNEWEGG COMMERCE INC COM CL A
$4K
BSMWBulletShares Municipal Bond ETF 12/15/2032
$4K
VNTVONTIER ORD WI
$4K
MCHPMicrochip Technology Inc
$4K
XSHQPowerShares S&P SmallCap Quality Portfolio
$4K
JDJD.com Inc ADR
$4K
BLCNSiren Nasdaq NexGen Economy ETF
$4K
SONYSony Group Corp
$4K
ALKAlaska Air Group Inc
$4K
OMCOmnicom Group Inc
$4K
VDEVanguard Energy Index Fund ETF Shares
$4K
MANHManhattan Associates Inc
$4K
GCCWisdomTree Continuous Commodity Index Fund
$3K
AMGAffiliated Managers Group Inc
$3K
IBNICICI Bank Ltd ADR
$3K
RJFRaymond James Financial Inc
$3K
CHHChoice Hotels International Inc
$3K
OGNOrganon & Co
$3K
AIZAssurant Inc
$3K
ICFiShares Cohen & Steers REIT ETF
$3K
ABNBAirbnb Inc Ordinary Shares - Class A
$3K
BLKBBlackbaud Inc
$3K
NVSTEnvista Holdings Corp Ordinary Shares
$3K
WFC 7.5 PERP LWells Fargo & C
$3K
PKNPerkinElmer Inc
$3K
APTVAptiv PLC
$3K
MORNMorningstar Inc
$3K
DTMDT Midstream Inc
$3K
BUZZVanEck Vectors Social Sentiment ETF
$3K
ELThe Estee Lauder Companies Inc Class A
$3K
SYU1Synovus Financial Corp
$3K
TRPTransCanada Corp
$3K
RBLXRoblox Corp Ordinary Shares - Class A
$3K
AYIAcuity Brands Inc
$3K
AVSUAMERICAN CENTURY INVESTMENTS A VANTIS RESPONSIBLE
$3K
PTCPTC Inc
$3K
IBHEiShares High Yield Bond ETF 12/15/2025
$3K
HSICHenry Schein Inc
$3K
ATRAptarGroup Inc
$3K
LSTRLandstar System Inc
$3K
HTGCHercules Capital Inc
$3K
LWLamb Weston Holdings Inc
$3K
FLT1EURFleetcor Technologies Inc
$3K
FIPFTAI Infrastructure Inc
$3K
DBAPowerShares DB Agriculture Fund
$3K
J7JMONOGRAM ORTHOPAEDICS ORD
$3K
SOFISoFi Technologies Inc Ordinary Shares
$3K
INTUIntuit Inc
$3K
ANETEURArista Networks Inc
$3K
TWLOTwilio Inc A
$3K
SCHRSchwab Intermediate-Term U.S. Treasury ETF
$3K
ZSZscaler Inc
$2K
GTGoodyear Tire & Rubber Co
$2K
ZMZoom Video Communications Inc
$2K
DOCUDocuSign Inc
$2K
TECHBio-Techne Corp
$2K
PCGPG&E Corp
$2K
Erytech Pharma - Spon ADR
$2K
BTCSBTCS Inc
$2K
NNVCNanoviricides Inc
$2K
ETSYEtsy Inc
$2K
FLEXFlextronics International Ltd
$2K
DJPiPath Bloomberg Commodity Index Total Return(SM) ETN
$2K
COLMColumbia Sportswear Co
$2K
IRDMIridium Communications I
$2K
QRVOQorvo Inc
$2K
MOSThe Mosaic Co
$2K
HOLXHologic Inc
$2K
SLVMSylvamo Corp
$2K
WABWestinghouse Air Brake Technologies Corp
$2K
RIGTransocean Ltd
$2K
WCEOTWO RDS SHARED TRUST HYPATIA W OMEN CEO ETF
$2K
LYBLyondellBasell Industries NV
$2K
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