ADVISOR PARTNERS II, LLC

All Holdings — 2023 Q3

AI Portfolio Summary
In 2023 Q3, ADVISOR PARTNERS II, LLC maintained a portfolio of 1314 distinct positions. They heavily accumulated shares in APPLE INC, increasing their position by 6.5%. Conversely, ADVISOR PARTNERS II, LLC completely exited their position in ISHARES TR.
PCA Score Concentration Risk
Risk ENB
Total Positions
1314
Quarter
2023 Q3
Top Holding
AAPL (5.8%)
Top 10 Concentration
21.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1314
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AAPL
APPLE INC
Technology 5.75% 7.14% #1
Prev: #1
4.3 51,497 6.5%
P
S
838,129 $143,496,146 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
MSFT
MICROSOFT CORP
Technology 4.73% 5.69% #2
Prev: #2
3.9 16,286 4.6%
P
S
373,258 $117,856,209 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 2.46% 2.52% #3
Prev: #3
3.0 13,775 10.8%
P
S
140,860 $61,272,897 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.87% 2.09% #4
Prev: #4
2.8 25,098 7.3%
P
S
367,604 $46,729,872 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
GOOG
ALPHABET INC
Communication Services 1.27% 1.22% #5 1
Prev: #6
2.5 25,189 11.7%
P
S
240,738 $31,741,273 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.25% 1.31% #6 1
Prev: #5
2.5 6,606 6.8%
P
S
104,094 $31,250,125 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
UNH
UNITEDHEALTH GR...
Healthcare 1.19% 1.22% #7
Prev: #7
2.5 4,794 8.8%
P
S
59,014 $29,754,129 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.18% 1.19% #8 1
Prev: #9
2.5 12,013 5.6%
P
S
225,133 $29,460,904 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 1.16% 1.21% #9 1
Prev: #8
2.5 7,037 9.3%
P
S
82,533 $28,911,135 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 1.07% 1.07% #10 1
Prev: #11
2.4 759 1.6%
P
S
49,580 $26,630,908 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 1.06% 1.15% #11 1
Prev: #10
2.4 13,339 7.9%
P
S
182,619 $26,483,357 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 0.88% 0.89% #12 2
Prev: #14
2.4 15,033 20.8%
P
S
87,462 $21,884,742 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
IVV
ISHARES TR
ETF 0.84% 0.17% #13 104
Prev: #117
2.6 40,865 506.4%
P
S
48,935 $21,002,249 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 0.84% 1.01% #14 2
Prev: #12
2.3 4,145 3.2%
P
S
133,892 $20,853,729 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
V
VISA INC
Financial Services 0.82% 0.95% #15 2
Prev: #13
2.3 3,349 3.9%
P
S
88,355 $20,322,441 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.81% 0.83% #16 1
Prev: #15
2.3 6,513 3.9%
P
S
171,611 $20,177,983 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
MA
MASTERCARD INCO...
Financial Services 0.78% 0.74% #17 3
Prev: #20
2.4 8,759 21.8%
P
S
49,025 $19,409,535 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
PG
PROCTER AND GAM...
Consumer Defensive 0.71% 0.82% #18 2
Prev: #16
2.3 6,634 5.7%
P
S
122,188 $17,822,400 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
HD
HOME DEPOT INC
Consumer Cyclical 0.69% 0.76% #19 1
Prev: #18
2.3 4,004 7.6%
P
S
56,530 $17,080,963 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
AVGO
BROADCOM INC
Technology 0.65% 0.75% #20 1
Prev: #19
2.3 1,101 5.9%
P
S
19,616 $16,293,030 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
MRK
MERCK & CO INC
Healthcare 0.63% 0.78% #21 4
Prev: #17
2.3 7,663 5.3%
P
S
151,950 $15,643,288 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
KO
COCA COLA CO
Consumer Defensive 0.58% 0.72% #22 1
Prev: #21
2.2 4,385 1.7%
P
S
260,238 $14,568,133 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
COST
COSTCO WHSL COR...
Consumer Defensive 0.57% 0.63% #23 1
Prev: #24
2.2 311 1.2%
P
S
25,255 $14,268,151 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
ORCL
ORACLE CORP
Technology 0.55% 0.69% #24 1
Prev: #23
2.2 5,429 4.4%
P
S
129,694 $13,737,168 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
NFLX
NETFLIX INC
ETF 0.52% 0.70% #25 3
Prev: #22
2.2 322 1.0%
P
S
34,101 $12,876,538 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
HEFA
ISHARES TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #393)
0.3 -31,681 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
PDCE
PDC ENERGY INC
Unknown 0.00% 0.03%
Sold All 😨
(Was: #518)
0.3 -9,004 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
PZA
INVESCO EXCH TR...
ETF 0.00% 0.03%
Sold All 😨
(Was: #525)
0.3 -26,455 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
N/A
CRH PLC
Unknown 0.00% 0.03%
Sold All 😨
(Was: #550)
0.3 -10,496 -100.0%
CLOSED
$— 13F Filing 2023-09-30 2023-11-14 (Est.)
EEFT
EURONET WORLDWI...
Technology 0.00% 0.02%
Sold All 😨
(Was: #605)
0.3 -4,301 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2023-09-30 2023-11-14 (Est.)
BSV
VANGUARD BD IND...
Bond/Debt 0.00% 0.02%
Sold All 😨
(Was: #610)
0.3 -6,608 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
TRP
TC ENERGY CORP
Energy 0.00% 0.02%
Sold All 😨
(Was: #639)
0.3 -11,194 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
UBA
URSTADT BIDDLE ...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #667)
0.3 -19,061 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
FMC
FMC CORP
Basic Materials 0.00% 0.02%
Sold All 😨
(Was: #670)
0.3 -3,882 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
TR
TOOTSIE ROLL IN...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #729)
0.3 -9,909 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
SEDG
SOLAREDGE TECHN...
Technology 0.00% 0.02%
Sold All 😨
(Was: #737)
0.3 -1,275 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
ETSY
ETSY INC
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #741)
0.3 -3,972 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
UDR
UDR INC
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #742)
0.3 -7,778 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
SSS
LIFE STORAGE IN...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #759)
0.3 -2,432 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-09-30 2023-11-14 (Est.)
DXC
DXC TECHNOLOGY ...
Technology 0.00% 0.02%
Sold All 😨
(Was: #760)
0.3 -12,089 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
MASI
MASIMO CORP
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #800)
0.3 -1,797 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
SE
SEA LTD
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #811)
0.3 -4,955 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2023-09-30 2023-11-14 (Est.)
PARA
PARAMOUNT GLOBA...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #815)
0.3 -17,962 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
IWF
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #840)
0.3 -998 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
BIV
VANGUARD BD IND...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #847)
0.3 -3,589 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
ROG
ROGERS CORP
Technology 0.00% 0.01%
Sold All 😨
(Was: #848)
0.3 -1,666 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
FIVE
FIVE BELOW INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #850)
0.3 -1,371 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-09-30 2023-11-14 (Est.)
ADC
AGREE RLTY CORP
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #875)
0.3 -3,902 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
CAR
AVIS BUDGET GRO...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #886)
0.3 -1,093 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2023-09-30 2023-11-14 (Est.)
SIX
SIX FLAGS ENTMT...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #895)
0.3 -9,545 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2023-09-30 2023-11-14 (Est.)
N/A
QIAGEN NV
Unknown 0.00% 0.01%
Sold All 😨
(Was: #907)
0.3 -5,434 -100.0%
CLOSED
$— 13F Filing 2023-09-30 2023-11-14 (Est.)
PRFT
PERFICIENT INC
Unknown 0.00% 0.01%
Sold All 😨
(Was: #909)
0.3 -2,905 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-09-30 2023-11-14 (Est.)
LPX
LOUISIANA PAC C...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #910)
0.3 -3,220 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
AAP
ADVANCE AUTO PA...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #925)
0.3 -3,317 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
PODD
INSULET CORP
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #928)
0.3 -805 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
CRNC
CERENCE INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #935)
0.3 -7,825 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2023-09-30 2023-11-14 (Est.)
WWE
WORLD WRESTLING...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #940)
0.3 -2,100 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
DKS
DICKS SPORTING ...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #941)
0.3 -1,720 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2023-09-30 2023-11-14 (Est.)
WTRG
ESSENTIAL UTILS...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #943)
0.3 -5,673 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-09-30 2023-11-14 (Est.)
VNQ
VANGUARD INDEX ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #944)
0.3 -2,703 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
GATX
GATX CORP
Industrials 0.00% 0.01%
Sold All 😨
(Was: #949)
0.3 -1,740 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
LAMR
LAMAR ADVERTISI...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #953)
0.3 -2,240 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
TNL
TRAVEL PLUS LEI...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #958)
0.3 -5,433 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2023-09-30 2023-11-14 (Est.)
XRAY
DENTSPLY SIRONA...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #962)
0.3 -5,423 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2023-09-30 2023-11-14 (Est.)
LMAT
LEMAITRE VASCUL...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #963)
0.3 -3,221 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
VMI
VALMONT INDS IN...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #965)
0.3 -744 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-09-30 2023-11-14 (Est.)
DAR
DARLING INGREDI...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #979)
0.3 -3,309 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
NNN
NNN REIT INC
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #981)
0.3 -4,920 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-09-30 2023-11-14 (Est.)
CROX
CROCS INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #985)
0.3 -1,864 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-09-30 2023-11-14 (Est.)
FSS
FEDERAL SIGNAL ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #987)
0.3 -3,249 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
ENVA
ENOVA INTL INC
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #988)
0.3 -3,916 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
SMG
SCOTTS MIRACLE-...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #989)
0.3 -3,315 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2023-09-30 2023-11-14 (Est.)
ENS
ENERSYS
Industrials 0.00% 0.01%
Sold All 😨
(Was: #991)
0.3 -1,911 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
HLIT
HARMONIC INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #994)
0.3 -12,805 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
ASH
ASHLAND INC
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #996)
0.3 -2,364 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
LGIH
LGI HOMES INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #997)
0.3 -1,512 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
BUSD
BARNES GROUP IN...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #1000)
0.3 -4,803 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
FUL
FULLER H B CO
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #1001)
0.3 -2,830 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-09-30 2023-11-14 (Est.)
WNC
WABASH NATL COR...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #1002)
0.3 -7,887 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
PRGS
PROGRESS SOFTWA...
Technology 0.00% 0.01%
Sold All 😨
(Was: #1004)
0.3 -3,448 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
PLAB
PHOTRONICS INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #1005)
0.3 -7,764 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-09-30 2023-11-14 (Est.)
VGR
VECTOR GROUP LT...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #1041)
0.3 -10,042 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2023-09-30 2023-11-14 (Est.)
AHH
ARMADA HOFFLER ...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #1046)
0.3 -10,388 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
DISH
DISH NETWORK CO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1063)
0.3 -13,457 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2023-09-30 2023-11-14 (Est.)
N/A
AGENUS INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1068)
0.3 -45,861 -100.0%
CLOSED
$— 13F Filing 2023-09-30 2023-11-14 (Est.)
PRPL
PURPLE INNOVATI...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1069)
0.3 -23,778 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
ZEVY
LIGHTNING EMOTO...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1074)
0.3 -12,877 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2023-09-30 2023-11-14 (Est.)
Showing 1-25 of 1314 holdings

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