WILEY BROS.-AINTREE CAPITAL, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WB WILEY BROS.-AINTREE CAPITAL, LLC | Institutional Filer | ▲ 5.85% | $20.23B | 2395 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2395)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 2.8M | $706.0M | 3.49% |
| 2 | IVV | ISHARES TR | — | 851K | $556.9M | 2.75% |
| 3 | IJH | ISHARES TR | — | 7.8M | $526.0M | 2.60% |
| 4 | MSFT | Microsoft Corporation | Technology | 1.4M | $523.0M | 2.58% |
| 5 | NVDA | NVIDIA Corporation | Technology | 2.6M | $460.2M | 2.27% |
| 6 | AGG | ISHARES TR | — | 3.9M | $389.1M | 1.92% |
| 7 | DFAI | DIMENSIONAL ETF TRUST | — | 9.1M | $355.0M | 1.75% |
| 8 | IEFA | ISHARES TR | — | 3.3M | $299.4M | 1.48% |
| 9 | AVGO | Broadcom Inc. | Technology | 884K | $273.5M | 1.35% |
| 10 | JPM | JPMorgan Chase & Co. | Financial Services | 937K | $265.3M | 1.31% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 1.3M | $261.8M | 1.29% |
| 12 | GOOGL | Alphabet Inc. | Technology | 909K | $260.7M | 1.29% |
| 13 | SPY | SPDR S&P 500 ETF Trust | — | 308K | $200.5M | 0.99% |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | — | 4.0M | $190.6M | 0.94% |
| 15 | JNJ | Johnson & Johnson | Healthcare | 761K | $186.0M | 0.92% |
Showing 1 to 15 of 1000 holdings