Alterity Financial Group, LLC

data from 31/12/2023

Capitalization

$ 69.918 M

10.80%

Performance

$ 15.721 M

25.13%

Average holding period

6 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Alterity Financial Group, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2023/12/31 AAPL APPLE INC 12.65% 8.844 M $ 45937 2022/06/30 1.001 M $ 12.45 %
2023/12/31 NVDA NVIDIA CORPORATION 5.90% 4.127 M $ 8333 2022/06/30 512.783 K $ 13.84 %
2023/12/31 GOOGL ALPHABET INC 5.85% 4.092 M $ 29290 2022/06/30 262.851 K $ 6.75 %
2023/12/31 AVGO BROADCOM INC 5.06% 3.537 M $ 3169 2022/06/30 911.097 K $ 34.40 %
2023/12/31 TMO THERMO FISHER SCIENTIFIC INC 3.44% 2.405 M $ 4531 2022/06/30 112.020 K $ 4.86 %
2023/12/31 MSFT MICROSOFT CORP 3.28% 2.293 M $ 6097 2022/06/30 384.348 K $ 19.09 %
2023/12/31 HON HONEYWELL INTL INC 3.06% 2.137 M $ 10189 2022/06/30 259.163 K $ 13.52 %
2023/12/31 AMZN AMAZON COM INC 2.98% 2.080 M $ 13692 2022/06/30 348.274 K $ 19.52 %
2023/12/31 COST COSTCO WHSL CORP NEW 2.84% 1.983 M $ 3004 2022/06/30 287.833 K $ 16.84 %
2023/12/31 V VISA INC 2.78% 1.946 M $ 7475 2022/06/30 230.492 K $ 13.19 %
2023/12/31 JPM JPMORGAN CHASE & CO 2.31% 1.616 M $ 9499 2022/06/30 244.304 K $ 17.29 %
2023/12/31 AMD ADVANCED MICRO DEVICES INC 1.86% 1.303 M $ 8840 2022/06/30 406.839 K $ 43.37 %
2023/12/31 LMT LOCKHEED MARTIN CORP 1.78% 1.245 M $ 2747 2022/06/30 124.692 K $ 10.83 %
2023/12/31 IBM INTERNATIONAL BUSINESS MACHS 1.75% 1.227 M $ 7500 2022/06/30 174.375 K $ 16.57 %
2023/12/31 XOM EXXON MOBIL CORP 1.75% 1.226 M $ 12266 2022/06/30 -216.233 K $ -14.97 %
2023/12/31 XLE SELECT SECTOR SPDR TR 1.68% 1.171 M $ 13972 2022/06/30 -90.900 K $ -7.25 %
2023/12/31 RTX RTX CORPORATION 1.66% 1.161 M $ 13799 2022/06/30 167.045 K $ 16.91 %
2023/12/31 JNJ JOHNSON & JOHNSON 1.65% 1.157 M $ 7378 2022/06/30 7.572 K $ 0.64 %
2023/12/31 CRM SALESFORCE INC 1.60% 1.117 M $ 4245 2022/06/30 260.755 K $ 29.77 %
2023/12/31 PEP PEPSICO INC 1.57% 1.100 M $ 6475 2022/06/30 2.590 K $ 0.24 %
2023/12/31 TSLA TESLA INC 1.40% 980.254 K $ 3945 2022/06/30 -7.041 K $ -0.70 %
2023/12/31 BX BLACKSTONE INC 1.35% 940.554 K $ 7184 2022/06/30 173.903 K $ 22.20 %
2023/12/31 SCHG SCHWAB STRATEGIC TR 1.25% 872.557 K $ 10518 2022/06/30 110.376 K $ 14.08 %
2023/12/31 HD HOME DEPOT INC 1.22% 852.434 K $ 2460 2022/06/30 112.084 K $ 14.69 %
2023/12/31 BMY BRISTOL-MYERS SQUIBB CO 1.18% 826.391 K $ 16106 2022/06/30 -109.227 K $ -11.60 %
2023/12/31 LLY ELI LILLY & CO 1.14% 795.103 K $ 1364 2023/06/30 61.038 K $ 8.52 %
2023/12/31 HYG ISHARES TR 1.11% 773.900 K $ 10000 2022/06/30 36.700 K $ 4.98 %
2023/12/31 ABBV ABBVIE INC 1.08% 754.809 K $ 4871 2022/06/30 29.638 K $ 3.96 %
2023/12/31 BLK BLACKROCK INC 1.00% 699.218 K $ 861 2022/06/30 150.597 K $ 25.57 %
2023/12/31 XLB SELECT SECTOR SPDR TR 0.99% 689.025 K $ 8055 2022/06/30 56.304 K $ 8.90 %
2023/12/31 QYLD GLOBAL X FDS 0.95% 660.820 K $ 38110 2022/06/30 22.718 K $ 3.40 %
2023/12/31 UNH UNITEDHEALTH GROUP INC 0.91% 635.468 K $ 1207 2022/06/30 26.891 K $ 4.42 %
2023/12/31 BAB INVESCO EXCH TRADED FD TR II 0.85% 592.457 K $ 22016 2022/06/30 36.553 K $ 6.41 %
2023/12/31 SHOP SHOPIFY INC 0.82% 576.460 K $ 7400 2023/03/31 173.808 K $ 42.75 %
2023/12/31 CARR CARRIER GLOBAL CORPORATION 0.82% 572.030 K $ 9957 2022/06/30 22.403 K $ 4.08 %
2023/12/31 DNP DNP SELECT INCOME FD INC 0.80% 556.968 K $ 65680 2022/06/30 -67.131 K $ -10.92 %
2023/12/31 INTC INTEL CORP 0.79% 553.252 K $ 11010 2022/06/30 161.847 K $ 41.35 %
2023/12/31 DD DUPONT DE NEMOURS INC 0.78% 546.588 K $ 7105 2022/06/30 16.625 K $ 3.14 %
2023/12/31 DOW DOW INC 0.77% 541.775 K $ 9879 2022/06/30 32.619 K $ 6.36 %
2023/12/31 CQP CHENIERE ENERGY PARTNERS LP 0.77% 536.471 K $ 10775 2022/06/30 -47.537 K $ -8.12 %
2023/12/31 KMB KIMBERLY-CLARK CORP 0.74% 515.202 K $ 4240 2022/06/30 2.930 K $ 0.55 %
2023/12/31 CRWD CROWDSTRIKE HLDGS INC 0.70% 488.682 K $ 1914 2022/06/30 181.684 K $ 52.54 %
2023/12/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.69% 479.708 K $ 1345 2022/06/30 8.554 K $ 1.82 %
2023/12/31 AMGN AMGEN INC 0.67% 468.984 K $ 1628 2022/06/30 31.836 K $ 7.16 %
2023/12/31 PANW PALO ALTO NETWORKS INC 0.65% 452.051 K $ 1533 2022/06/30 100.813 K $ 25.78 %
2023/12/31 BP BP PLC 0.56% 389.400 K $ 11000 2022/06/30 -36.520 K $ -8.57 %
2023/12/31 XYLD GLOBAL X FDS 0.55% 387.498 K $ 9825 2022/09/30 5.403 K $ 1.41 %
2023/12/31 XLF SELECT SECTOR SPDR TR 0.55% 384.071 K $ 10215 2022/06/30 45.558 K $ 13.35 %
2023/12/31 SCHD SCHWAB STRATEGIC TR 0.55% 383.319 K $ 5035 2022/06/30 25.781 K $ 7.59 %
2023/12/31 VZ VERIZON COMMUNICATIONS INC 0.55% 382.671 K $ 10150 2022/06/30 56.550 K $ 16.32 %
2023/12/31 GE GENERAL ELECTRIC CO 0.47% 326.988 K $ 2562 2022/06/30 34.894 K $ 12.32 %
2023/12/31 GNRC GENERAC HLDGS INC 0.42% 295.055 K $ 2283 2022/06/30 48.388 K $ 18.61 %
2023/12/31 CMG CHIPOTLE MEXICAN GRILL INC 0.42% 295.018 K $ 129 2022/06/30 58.695 K $ 24.84 %
2023/12/31 PYPL PAYPAL HLDGS INC 0.42% 294.400 K $ 4794 2023/09/30 11.976 K $ 5.05 %
2023/12/31 JEPI J P MORGAN EXCHANGE TRADED F 0.42% 291.253 K $ 5297 2022/06/30 7.669 K $ 2.65 %
2023/12/31 META META PLATFORMS INC 0.41% 286.000 K $ 808 2023/06/30 44.773 K $ 17.90 %
2023/12/31 SPY SPDR S&P 500 ETF TR 0.40% 282.193 K $ 594 2023/06/30 0.000 $ 0.00 %
2023/12/31 WM WASTE MGMT INC DEL 0.39% 274.594 K $ 1533 2023/03/31 40.469 K $ 17.49 %
2023/12/31 BIP BROOKFIELD INFRAST PARTNERS 0.39% 270.845 K $ 8601 2022/09/30 17.976 K $ 7.11 %
2023/12/31 GRMN GARMIN LTD 0.39% 270.834 K $ 2107 2023/12/31 0.000 $ 0.00 %
2023/12/31 ADBE ADOBE INC 0.37% 260.714 K $ 437 2023/06/30 44.650 K $ 17.00 %
2023/12/31 TTD THE TRADE DESK INC 0.36% 248.622 K $ 3455 2022/06/30 -24.048 K $ -7.92 %
2023/12/31 ET ENERGY TRANSFER L P 0.35% 245.640 K $ 17800 2023/09/30 -3.748 K $ -1.64 %
2023/12/31 D DOMINION ENERGY INC 0.35% 242.825 K $ 5166 2022/06/30 12.269 K $ 5.22 %
2023/12/31 QQQ INVESCO QQQ TR 0.34% 240.015 K $ 586 2023/12/31 0.000 $ 0.00 %
2023/12/31 SDY SPDR SER TR 0.34% 238.318 K $ 1907 2022/06/30 18.993 K $ 8.66 %
2023/12/31 FIVE FIVE BELOW INC 0.34% 238.100 K $ 1117 2022/12/31 0.000 $ 0.00 %
2023/12/31 MDT MEDTRONIC PLC 0.33% 231.653 K $ 2812 2022/06/30 11.304 K $ 5.13 %
2023/12/31 DOCN DIGITALOCEAN HLDGS INC 0.33% 229.679 K $ 6260 2022/06/30 0.000 $ 0.00 %
2023/12/31 MO ALTRIA GROUP INC 0.32% 222.394 K $ 5513 2022/06/30 -9.427 K $ -4.07 %
2023/12/31 NFLX NETFLIX INC 0.31% 213.253 K $ 438 2023/06/30 0.000 $ 0.00 %
2023/12/31 VCLT VANGUARD SCOTTSDALE FDS 0.30% 209.930 K $ 2619 2022/06/30 0.000 $ 0.00 %
2023/12/31 MHD BLACKROCK MUNIHOLDINGS FD IN 0.22% 155.305 K $ 13040 2022/06/30 20.862 K $ 15.52 %
2023/12/31 PXD PIONEER NAT RES CO 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2023/12/31 BME BLACKROCK HEALTH SCIENCES TR 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2023/12/31 BXMT BLACKSTONE MTG TR INC 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %