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Asset Manager ← All Institutions

AlphaMark Advisors, LLC

Q4 2024 · Filed 2025-01-21
Market Value
$218M
-20.5%
Holdings
672
-64
New Purchases
60
Added To
154
Closed
118
Reduced
97
Top 10 Concentration
39.0%
Turnover
26.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XLK 4.75% 3.45% +1.30% $10M
IVV 6.56% 5.34% +1.22% $14M
XLF 3.47% 2.47% +1.01% $8M
XLV 4.73% 3.80% +0.94% $10M
DBEF 3.73% 2.79% +0.94% $8M
XLC 2.42% 1.71% +0.71% $5M
FIXD 3.18% 2.50% +0.68% $7M
MBSF 1.93% 1.26% +0.67% $4M
PG 3.94% 3.31% +0.64% $9M
AMZN 1.78% 1.21% +0.57% $4M
XLY 1.80% 1.23% +0.57% $4M
XLI 2.49% 1.99% +0.51% $5M
XLE 2.19% 1.69% +0.50% $5M
IEI 1.76% 1.26% +0.49% $4M
FNDE 3.72% 3.23% +0.49% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SMCP 0.00% 10.71% -10.71% $0
LUMN 0.00% 0.20% -0.20% $0
STRL 0.00% 0.16% -0.16% $0
CORT 0.01% 0.16% -0.15% $21K
YOU 0.00% 0.15% -0.15% $0
KNF 0.00% 0.14% -0.14% $0
TCBI 0.00% 0.14% -0.14% $0
MHO 0.00% 0.14% -0.14% $0
IIPR 0.00% 0.14% -0.14% $0
HQY 0.00% 0.14% -0.14% $0
ASO 0.00% 0.14% -0.14% $0
TMHC 0.00% 0.14% -0.14% $0
TGNA 0.00% 0.14% -0.14% $0
WTS 0.00% 0.13% -0.13% $0
MTH 0.00% 0.13% -0.13% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 64 $49M 22.4%
Large Cap 272 $117M 53.7%
Mid Cap 191 $40M 18.1%
Small Cap 99 $5M 2.3%
Micro Cap 46 $8M 3.5%

Portfolio Analytics

Avg Market Cap
$108.1B
Median Market Cap
$10.0B
Avg P/E
32.9
Median P/E
21.9
Avg Dividend Yield
0.03%
Avg Beta
1.00
# Stocks
425
# ETFs / Funds
247

Top Holdings (672 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 6.56% 24,313 $14M $588.70 -$334K -1,080 -4.2%
2 XLK 4.75% 44,552 $10M $232.51 $881K +2,567 +6.1%
3 XLV 4.73% 75,059 $10M $137.57 -$91K +7,428 +11.0%
4 PG 3.94% 51,301 $9M $167.66 -$474K -1,093 -2.1%
5 DBEF 3.73% 196,294 $8M $41.40 $472K +14,123 +7.8%
6 FNDE 3.72% 279,255 $8M $29.05 -$741K +4,910 +1.8%
7 XLF 3.47% 156,811 $8M $48.33 $810K +7,447 +5.0%
8 FIXD 3.18% 161,559 $7M $42.97 $88K +10,053 +6.6%
9 XLI 2.49% 41,267 $5M $131.75 -$17K +996 +2.5%
10 XLC 2.42% 54,419 $5M $96.80 $576K +2,513 +4.8%
11 JAAA 2.28% 98,117 $5M $50.71 -$133K -2,305 -2.3%
12 XLE 2.19% 55,712 $5M $85.65 $144K +3,004 +5.7%
13 XLP 2.04% 56,644 $4M $78.61 -$35K +2,568 +4.8%
14 MBSF 1.93% 165,822 $4M $25.40 $746K +30,590 +22.6%
15 XLY 1.80% 17,478 $4M $224.34 $541K +608 +3.6%
16 AMZN 1.78% 17,696 $4M $219.37 $563K -118 -0.7%
17 IEI 1.76% 33,145 $4M $115.55 $365K +4,178 +14.4%
18 XLU 1.66% 47,744 $4M $75.70 -$209K +418 +0.9%
19 AAPL 1.40% 12,164 $3M $250.41 $136K -326 -2.6%
20 XLRE 1.14% 61,111 $2M $40.66 -$192K +1,175 +2.0%
21 APH 1.09% 34,209 $2M $69.46 $159K +180 +0.5%
22 GS 1.05% 3,994 $2M $572.61 $185K -252 -5.9%
23 BMY 1.04% 40,089 $2M $56.55 $147K -885 -2.2%
24 AVGO 0.96% 9,045 $2M $231.84 $565K +166 +1.9%
25 VZ 0.95% 51,937 $2M $39.99 -$253K +64 +0.1%
26 TW 0.92% 15,390 $2M $130.93 $61K -407 -2.6%
27 GOOG 0.91% 10,465 $2M $190.44 $241K -13 -0.1%
28 XLB 0.87% 22,527 $2M $84.12 -$180K +1,003 +4.7%
29 IYW 0.86% 11,765 $2M $159.54 $12K -537 -4.4%
30 VRTX 0.86% 4,659 $2M $402.66 -$288K +7 +0.1%
31 MPC 0.84% 13,071 $2M $139.47 -$219K +536 +4.3%
32 WM 0.77% 8,331 $2M $201.78 $9K +276 +3.4%
33 KR 0.75% 26,710 $2M $61.14 $184K +1,414 +5.6%
34 ICE 0.71% 10,348 $2M $149.01 -$94K +166 +1.6%
35 WAL 0.68% 17,745 $1M $83.52 -$62K -104 -0.6%
36 TTWO 0.64% 7,555 $1M $184.12 $247K +111 +1.5%
37 DBA 0.60% 49,590 $1M $26.60 $115K +3,425 +7.4%
38 EW 0.60% 17,740 $1M $74.01 $156K +201 +1.1%
39 IBM 0.58% 5,769 $1M $219.80 -$543K -2,422 -29.6%
40 LDOS 0.56% 8,418 $1M $144.10 -$155K +27 +0.3%
41 TMO 0.55% 2,308 $1M $520.36 -$182K +72 +3.2%
42 REGN 0.53% 1,622 $1M $712.08 -$541K +9 +0.6%
43 PWR 0.53% 3,640 $1M $315.93 $78K +45 +1.2%
44 EPI 0.51% 24,620 $1M $45.29 -$142K -300 -1.2%
45 EMN 0.51% 12,183 $1M $91.36 -$284K -295 -2.4%
46 SPLG 0.51% 16,125 $1M $68.96 $65K +621 +4.0%
47 RTX 0.50% 9,436 $1M $115.73 -$13K +315 +3.5%
48 MOH 0.50% 3,744 $1M $291.13 -$153K +136 +3.8%
49 GPN 0.46% 8,909 $998K $112.02 $110K +237 +2.7%
50 AJG 0.45% 3,476 $987K $283.95 $40K +109 +3.2%
51 TSM 0.45% 4,924 $972K $197.40 $126K +55 +1.1%
52 ZBRA 0.43% 2,453 $947K $386.06 $68K +79 +3.3%
53 SNX 0.43% 7,943 $932K $117.34 $3K +209 +2.7%
54 MUNI 0.43% 17,980 $930K $51.72 $137K +3,010 +20.1%
55 IWM 0.40% 3,910 $864K $220.97 $738K +3,339 +584.8%
56 DOC 0.38% 41,335 $838K $20.27 $94K +8,815 +27.1%
57 TSN 0.37% 14,184 $815K $57.46 $18K +799 +6.0%
58 LOW 0.36% 3,222 $795K $246.74 -$94K -61 -1.9%
59 SSNC 0.36% 10,359 $785K $75.78 $47K +412 +4.1%
60 ULTA 0.35% 1,761 $766K $434.98 $145K +165 +10.3%
61 YJUN 0.34% 34,775 $751K $21.60 -$143K -4,305 -11.0%
62 OPPE 0.31% 17,590 $672K $38.20 $20K +860 +5.1%
63 ROST 0.30% 4,307 $652K $151.38 $33K +192 +4.7%
64 BYD 0.30% 8,979 $651K $72.50 $100K +450 +5.3%
65 AZO 0.29% 197 $631K $3,203.05 $1K -3 -1.5%
66 ON 0.29% 9,958 $628K $63.06 -$30K +897 +9.9%
67 AME 0.28% 3,348 $604K $180.41 $41K +70 +2.1%
68 OKE 0.27% 5,805 $583K $100.43 -$11K -715 -11.0%
69 SPYV 0.26% 11,165 $571K $51.14 $50K +1,314 +13.3%
70 META 0.26% 965 $565K $585.49 -$13K -44 -4.4%
71 VTR 0.25% 9,340 $550K $58.89 -$60K -170 -1.8%
72 DJP 0.25% 17,005 $546K $32.11 $11K +425 +2.6%
73 LQD 0.23% 4,791 $512K $106.87 $58K +775 +19.3%
74 LLY 0.23% 643 $496K $771.38 -$69K +5 +0.8%
75 MSFT 0.23% 1,173 $494K $421.14 $70K +187 +19.0%
76 QQQ 0.22% 959 $490K $510.95 $46K +49 +5.4%
77 NVDL 0.21% 6,787 $451K $66.45 $57K +13 +0.2%
78 LMT 0.21% 924 $449K $485.93 -$91K
79 HSTIX 0.19% 10,003 $425K $42.49 $9K +88 +0.9%
80 TSLA 0.19% 1,032 $417K $404.07 $131K -63 -5.8%
81 YMAR 0.18% 17,198 $392K $22.79 -$20K +215 +1.3%
82 JPM 0.18% 1,625 $390K $240.00 $83K +170 +11.7%
83 ADBE 0.18% 871 $387K $444.32 -$64K
84 BRK-B 0.18% 849 $385K $453.47 $45K +110 +14.9%
85 TD 0.17% 7,100 $378K $53.24 +7,100 NEW
86 GLD 0.17% 1,526 $369K $241.81 -$3K -5 -0.3%
87 SCHD 0.17% 13,269 $363K $27.36 $1K +8,982 +209.5%
88 UPS 0.16% 2,848 $359K $126.05 -$7K +167 +6.2%
89 PYPL 0.16% 4,000 $341K $85.25 $107K +1,000 +33.3%
90 ALB 0.15% 3,875 $334K $86.19 -$136K -1,087 -21.9%
91 IWV 0.15% 947 $317K $334.74 $8K
92 ORCL 0.14% 1,898 $316K $166.49 -$7K
93 PKG 0.14% 1,384 $312K $225.43 $25K +52 +3.9%
94 CE 0.14% 4,506 $312K $69.24 -$330K -215 -4.5%
95 SPYG 0.14% 3,467 $305K $87.97 $29K +141 +4.2%
96 MCD 0.14% 1,035 $300K $289.86 -$15K
97 YSEP 0.13% 13,415 $291K $21.69 -$38K -1,000 -6.9%
98 NVO 0.13% 3,350 $288K $85.97 -$87K +200 +6.3%
99 XPH 0.13% 6,640 $285K $42.92 $9K +415 +6.7%
100 YDEC 0.13% 12,587 $284K $22.56 -$2K +1,050 +9.1%

New Positions

SymbolValue% Port
TD $378K 0.17%
HDV $238K 0.11%
SPHD $237K 0.11%
IDV $198K 0.09%
CLOB $106K 0.05%
PFF $98K 0.04%
QCOM $86K 0.04%
AKBA $73K 0.03%
SHY $63K 0.03%
JHMM $62K 0.03%
JHSC $51K 0.02%
FVD $46K 0.02%
SOXX $42K 0.02%
SHW $41K 0.02%
GWW $37K 0.02%

Sold Out Positions

SymbolValue% Port
RHHBY —%
BAYRY —%
APAM —%
TMHC —%
SITC —%
HP —%
WD —%
LYB —%
BNL —%
FCPT —%
AEO —%
WHD —%
ENS —%
AX —%
WTS —%
View SEC EDGAR Filings for AlphaMark Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms