NORDEN GROUP LLC Q4 2023 Filing

Filed February 5, 2024

Portfolio Value

$581.0B

Holdings

277

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (277 positions)

#StockSharesValue% PortfolioType
1
STIPISHARES TR
2,212,689$194.7B33.52%
2
BILSPDR SER TR
1,426,254$104.0B17.90%
3
MSFTMICROSOFT CORP
38,519$14.5B2.49%
4
VXFVANGUARD INDEX FDS
61,616$11.9B2.05%
5
JPSTJ P MORGAN EXCHANGE TRADED F
218,596$11.0B1.89%
6
AMZNAMAZON COM INC
70,501$10.7B1.84%
7
AAPLAPPLE INC
54,191$10.4B1.80%
8
GOOGLALPHABET INC
55,444$7.8B1.34%
9
AMJEURJPMORGAN CHASE & CO
39,333$6.7B1.15%
10
ADBEADOBE INC
10,724$6.4B1.10%
11
NVDANVIDIA CORPORATION
8,733$4.3B0.74%
12
NOWSERVICENOW INC
5,734$4.1B0.70%
13
SPYSPDR S&P 500 ETF TR
7,483$3.6B0.61%
14
NFLXNETFLIX INC
7,222$3.5B0.61%
15
CSCOCISCO SYS INC
68,108$3.4B0.59%
16
MAMASTERCARD INCORPORATED
8,006$3.4B0.59%
17
VVISA INC
12,912$3.4B0.58%
18
ACNACCENTURE PLC IRELAND
9,483$3.3B0.57%
19
CRMSALESFORCE INC
11,530$3.0B0.52%
20
NVONOVO-NORDISK A S
25,777$2.7B0.46%
21
PULSPGIM ETF TR
50,999$2.5B0.43%
22
NDQINVESCO QQQ TR
6,055$2.5B0.43%
23
UNHUNITEDHEALTH GROUP INC
4,410$2.3B0.40%
24
RUNSUNRUN INC
118,234$2.3B0.40%
25
ABTABBOTT LABS
20,424$2.2B0.39%
26
GILDGILEAD SCIENCES INC
27,163$2.2B0.38%
27
ABNBAIRBNB INC
15,625$2.1B0.37%
28
BRK/BBERKSHIRE HATHAWAY INC DEL
5,912$2.1B0.36%
29
AMGNAMGEN INC
7,228$2.1B0.36%
30
HDHOME DEPOT INC
5,963$2.1B0.36%
31
ADSKAUTODESK INC
8,139$2.0B0.34%
32
SPSCSPS COMM INC
9,916$1.9B0.33%
33
TSLATESLA INC
7,427$1.8B0.32%
34
NKENIKE INC
16,335$1.8B0.31%
35
PYPLPAYPAL HLDGS INC
27,788$1.7B0.29%
36
GDGENERAL DYNAMICS CORP
6,158$1.6B0.28%
37
METAMETA PLATFORMS INC
4,514$1.6B0.27%
38
MEDPMEDPACE HLDGS INC
5,014$1.5B0.26%
39
TMOTHERMO FISHER SCIENTIFIC INC
2,878$1.5B0.26%
40
VTEBVANGUARD MUN BD FDS
29,887$1.5B0.26%
41
MDTMEDTRONIC PLC
18,275$1.5B0.26%
42
QCOMQUALCOMM INC
10,378$1.5B0.26%
43
RYANRYAN SPECIALTY HOLDINGS INC
34,799$1.5B0.26%
44
ODFLOLD DOMINION FREIGHT LINE IN
3,668$1.5B0.26%
45
XOMEXXON MOBIL CORP
14,382$1.4B0.25%
46
JNJJOHNSON & JOHNSON
9,051$1.4B0.24%
47
PGPROCTER AND GAMBLE CO
9,435$1.4B0.24%
48
BACBANK AMERICA CORP
40,940$1.4B0.24%
49
SPDWSPDR INDEX SHS FDS
40,117$1.4B0.24%
50
MRKMERCK & CO INC
12,264$1.3B0.23%
51
BACVERIZON COMMUNICATIONS INC
35,171$1.3B0.23%
52
PBRPETROLEO BRASILEIRO SA PETRO
82,051$1.3B0.23%
53
VALEVALE S A
82,512$1.3B0.23%
54
RTXRTX CORPORATION
15,510$1.3B0.22%
55
WFCWELLS FARGO CO NEW
26,343$1.3B0.22%
56
ZTSZOETIS INC
6,469$1.3B0.22%
57
WDAYWORKDAY INC
4,571$1.3B0.22%
58
4I1PHILIP MORRIS INTL INC
13,363$1.3B0.22%
59
AVGOBROADCOM INC
1,125$1.3B0.22%
60
BPBP PLC
34,816$1.2B0.21%
61
ITGARTNER INC
2,669$1.2B0.21%
62
CVXCHEVRON CORP NEW
8,044$1.2B0.21%
63
COSTCOSTCO WHSL CORP NEW
1,787$1.2B0.20%
64
ENQENTEGRIS INC
9,750$1.2B0.20%
65
KOCOCA COLA CO
19,419$1.1B0.20%
66
MCDMCDONALDS CORP
3,845$1.1B0.20%
67
MORNMORNINGSTAR INC
3,959$1.1B0.20%
68
POOLPOOL CORP
2,832$1.1B0.19%
69
FDSFACTSET RESH SYS INC
2,350$1.1B0.19%
70
DRIDARDEN RESTAURANTS INC
6,463$1.1B0.18%
71
STESTERIS PLC
4,612$1.0B0.17%
72
XLCSELECT SECTOR SPDR TR
8,853$1.0B0.17%
73
ABBVABBVIE INC
6,477$1.0B0.17%
74
LLYELI LILLY & CO
1,682$980.3M0.17%
75
COOCOOPER COS INC
2,566$971.1M0.17%
76
TDYTELEDYNE TECHNOLOGIES INC
2,149$959.1M0.17%
77
TXNTEXAS INSTRS INC
5,520$941.1M0.16%
78
SBUXSTARBUCKS CORP
9,571$919.0M0.16%
79
LOWLOWES COS INC
4,100$912.5M0.16%
80
PEPPEPSICO INC
5,206$884.1M0.15%
81
ORCLORACLE CORP
8,371$882.6M0.15%
82
ULUNILEVER PLC
18,112$878.1M0.15%
83
CPRTCOPART INC
17,688$866.7M0.15%
84
NVTNVENT ELECTRIC PLC
14,566$860.7M0.15%
85
ADPAUTOMATIC DATA PROCESSING IN
3,670$854.8M0.15%
86
BJBJS WHSL CLUB HLDGS INC
12,732$848.7M0.15%
87
QLYSQUALYS INC
4,294$842.8M0.15%
88
FIXCOMFORT SYS USA INC
4,065$836.1M0.14%
89
AAONAAON INC
11,297$834.5M0.14%
90
IBMINTERNATIONAL BUSINESS MACHS
5,056$826.9M0.14%
91
DISDISNEY WALT CO
9,098$821.5M0.14%
92
AVYAVERY DENNISON CORP
4,026$813.9M0.14%
93
MPWRMONOLITHIC PWR SYS INC
1,282$808.7M0.14%
94
CMCSACOMCAST CORP NEW
18,310$802.9M0.14%
95
ELFE L F BEAUTY INC
5,467$789.1M0.14%
96
TAT&T INC
45,790$768.3M0.13%
97
WMTWALMART INC
4,842$763.3M0.13%
98
BIZDVANECK ETF TRUST
14,693$758.6M0.13%
99
BKNGBOOKING HOLDINGS INC
212$752.0M0.13%
100
WSTWEST PHARMACEUTICAL SVSC INC
2,126$748.8M0.13%
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