NSFGX
Natixis Target Retirement 2035 Fund
Natixis Funds Trust IV
Fund of fundsTarget-date

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jan 31, 2025 → Apr 30, 2025

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jan 2025 Shares Apr 2025 Δ shares End % Δ value
US TREASURY N/B 0 38,000 38,000 0.20% $37.60K
NIKE INC CL B 0 589 589 0.18% $33.22K
MARATHON PETROLEUM CORP 0 231 231 0.17% $31.74K
HOME DEPOT INC 0 31,000 31,000 0.14% $26.03K
KENVUE INC 0 27,000 27,000 0.13% $25.06K
UNION PAC CORP 0 39,000 39,000 0.13% $24.64K
CONSTELLATION BRANDS INC CL A 0 125 125 0.12% $23.44K
GUIDEWIRE SOFTWARE INC 0 112 112 0.12% $22.93K
NETFLIX INC 0 22,000 22,000 0.12% $22.18K
ENTEGRIS INC 0 245 245 0.10% $19.38K
NVR INC 0 21,000 21,000 0.10% $19.33K
KEURIG DR PEPPER 0 16,000 16,000 0.08% $14.99K
OPTION CARE HEALTH INC 0 415 415 0.07% $13.41K
BUNGE LTD FIN CP 0 14,000 14,000 0.07% $12.53K
FOX CORPORATION B 0 249 249 0.06% $11.51K
TELEPHONE & DATA 0 306 306 0.06% $11.47K
EASTERLY GOVERNMENT PROPERTIES INC 0 555 555 0.06% $11.19K
B&G FOODS INC 0 1,584 1,584 0.06% $10.91K
GAMESTOP CORP CL A 0 248 248 0.04% $6.91K
QUANTA SVCS INC 0 22 22 0.03% $6.44K
DOORDASH INC-A 0 31 31 0.03% $5.98K
ARISTA NETWORKS INC 0 40 40 0.02% $3.29K
Security Shares Jan 2025 Shares Apr 2025 Δ shares End % Δ value
US TREASURY N/B 74,000 0 -74,000 0.00% -$56.11K
WESTPAC BANKING 24,000 0 -24,000 0.00% -$23.97K
EXXON MOBIL CORP 24,000 0 -24,000 0.00% -$23.95K
APPLE INC 21,000 0 -21,000 0.00% -$20.99K
GENERAL MILLS IN 21,000 0 -21,000 0.00% -$20.98K
WILLIAMS-SONOMA INC 76 0 -76 0.00% -$16.06K
EASTERLY GOVERNMENT PROPERTIES INC 1,280 0 -1,280 0.00% -$14.54K
ANTERO MIDSTREAM CORP 751 0 -751 0.00% -$12.05K
FN MA4378 14,253 0 -14,253 0.00% -$11.16K
FR SD8151 9,381 0 -9,381 0.00% -$7.73K
SYNAPTICS INC 85 0 -85 0.00% -$7.22K
LEMAITRE VASCULAR INC 73 0 -73 0.00% -$7.08K
ESSENTIAL UTILITIES INC 198 0 -198 0.00% -$7.03K
SAREPTA THERAPEUTICS INC 58 0 -58 0.00% -$6.60K
ABERCROMBIE & FI 53 0 -53 0.00% -$6.33K
THE CAMPBELL'S COMPANY 102 0 -102 0.00% -$3.95K
DECKERS OUTDOOR CORP 19 0 -19 0.00% -$3.37K
WESTERN DIGITAL CORP 50 0 -50 0.00% -$3.26K
BROADCOM INC 4,000 0 -4,000 0.00% -$3.25K
WEYERHAEUSER CO 89 0 -89 0.00% -$2.73K
Security Shares Jan 2025 Shares Apr 2025 Δ shares End % Δ value
NVIDIA CORP 2,139 2,189 50 1.27% -$18.40K
AMAZON.COM INC 1,044 1,246 202 1.22% -$18.35K
MICROSOFT CORP 538 558 20 1.17% -$2.75K
APPLE INC 842 854 12 0.96% -$17.24K
TESLA INC 496 535 39 0.80% -$49.73K
ALPHABET INC CL C 817 894 77 0.76% -$24.14K
VISA INC-CLASS A 335 362 27 0.66% $10.57K
ALPHABET INC CL A 546 637 91 0.54% -$10.24K
ORACLE CORP 636 701 65 0.52% -$9.51K
BOEING CO/THE 483 531 48 0.52% $12.04K
MONSTER BEVERAGE CORP 1,187 1,306 119 0.42% $20.70K
BANK OF AMERICA CORPORATION 1,575 1,722 147 0.36% -$4.25K
MERCK & CO 639 775 136 0.35% $2.88K
SALESFORCE INC 189 244 55 0.35% $984
AUTODESK INC 214 237 23 0.35% -$1.63K
WALT DISNEY CO/T 651 705 54 0.34% -$9.48K
DOXIMITY INC-A 827 1,082 255 0.33% $12.67K
CONOCOPHILLIPS 595 678 83 0.32% $1.62K
PHILLIPS 66 517 550 33 0.30% -$3.71K
ALNYLAM PHARMACEUTICALS INC 196 216 20 0.30% $3.68K
ALLY FINANCIAL INC 1,461 1,611 150 0.28% -$4.32K
CENTENE CORP 844 863 19 0.27% -$2.39K
ELEVANCE HEALTH INC 107 122 15 0.27% $8.97K
PROCTER & GAMBLE 273 298 25 0.26% $3.13K
EQUIFAX INC 138 182 44 0.25% $9.42K
REGENERON PHARMACEUTICALS INC 74 77 3 0.24% -$3.70K
STATE STREET CORP 513 522 9 0.24% -$6.14K
AIRBNB INC CLASS A 199 377 178 0.24% $19.86K
SHOPIFY INC CL A 430 472 42 0.24% -$5.38K
ARM HOLDINGS LTD 351 386 35 0.23% -$11.98K
VEEVA SYSTEMS-A 170 187 17 0.23% $4.05K
INTUITIVE SURGICAL INC 78 83 5 0.23% -$1.80K
FIRST CITIZENS BANCSHARES INC CL A 21 24 3 0.23% -$3.60K
IQVIA HOLDINGS INC 265 274 9 0.23% -$10.87K
EXXON MOBIL CORP 385 390 5 0.22% $66
TE CONNECTIVITY PLC 226 280 54 0.22% $7.55K
STARBUCKS CORP 453 488 35 0.21% -$9.71K
DELTA AIR LI 703 920 217 0.20% -$8.99K
REINSURANCE GROUP OF AMERICA 191 200 9 0.20% -$6.06K
WORKDAY INC CL A 137 151 14 0.20% $1.09K
COMCAST CORP CL A 1,058 1,076 18 0.20% $1.19K
CARLYLE GROUP INC (THE) 236 870 634 0.18% $20.36K
OPTION 444 490 46 0.17% -$4.94K
GE HEALTHCARE TECHNOLOGIES INC WI 146 460 314 0.17% $19.46K
AT&T INC 1,036 1,064 28 0.16% $4.89K
SEI INVESTMENTS 339 374 35 0.16% -$70
GLOBAL PAYMENTS INC 369 376 7 0.15% -$12.95K
WALMART INC 288 295 7 0.15% $419
FORTUNE BRANDS INNOVATIONS INC 417 504 87 0.14% -$2.76K
MSCI INC 45 49 4 0.14% -$144
EXPEDITORS INTL OF WASH INC 220 238 18 0.14% $1.17K
AMER STATES WATE 95 322 227 0.14% $19.04K
WARNER BROS DISCOVERY INC 2,801 2,920 119 0.13% -$3.93K
FACTSET RESEARCH SYSTEMS INC 54 58 4 0.13% -$549
COCA-COLA CO/THE 333 345 12 0.13% $3.89K
BRIXMOR PROPERTY 882 970 88 0.13% $1.18K
HOME DEPOT INC 63 65 2 0.12% -$2.52K
LILLY ELI and CO 25 26 1 0.12% $3.10K
FIRST FIN BANCRP 927 1,008 81 0.12% -$2.64K
CHEVRON CORP 166 171 5 0.12% -$1.50K
KELLOGG CO 21,000 23,000 2,000 0.12% $2.34K
MASCO CORPORATION 331 379 48 0.12% -$3.27K
MCDONALDS CORP 66 71 5 0.12% $3.64K
GENUINE PARTS CO 185 192 7 0.12% $1.06K
ITT INC 149 162 13 0.12% -$305
BLACKROCK INC 21 24 3 0.12% -$643
ILLUMINA INC 255 278 23 0.11% -$12.28K
EQUITABLE HOLDINGS INC 407 436 29 0.11% -$589
COREBRIDGE FINANCIAL INC 698 713 15 0.11% -$2.44K
ABBVIE INC 104 108 4 0.11% $1.95K
PEPSICO INC 149 154 5 0.11% -$1.57K
PAYPAL HOLDINGS 293 317 24 0.11% -$5.08K
TJX COS INC 158 162 4 0.11% $1.13K
CME GROUP INC CL A 70 75 5 0.11% $4.22K
APA CORP 1,193 1,318 125 0.11% -$5.68K
MGIC INVT CORP 714 774 60 0.10% $1.04K
GRACO INC 216 231 15 0.10% $671
Roche Holding AG 416 458 42 0.10% $2.34K
AMERIS BANCORP 294 318 24 0.10% -$666
BAXTER INTL INC 569 593 24 0.10% -$43
RTX CORP 139 145 6 0.10% $365
S&P GLOBAL INC 33 36 3 0.10% $795
SPROUTS FMRS MKT INC 97 103 6 0.09% $2.25K
YUM CHINA HOLDINGS INC - XHKG LISTING 365 401 36 0.09% $486
Novartis AG 138 152 14 0.09% $2.80K
BORGWARNER INC 582 606 24 0.09% -$1.37K
MAGNA INTL 471 491 20 0.09% -$1.62K
MOBILEYE GLOBAL INC A 1,056 1,161 105 0.09% -$523
COSTCO WHOLESALE CORP 16 17 1 0.09% $1.23K
BLOCK INC CL A 262 287 25 0.09% -$7.01K
HANOVER INSURANCE GROUP INC 94 101 7 0.09% $2.39K
ACCENTURE PLC CL A 54 56 2 0.09% -$4.03K
LIBERTY BROADBAND CORP C 178 185 7 0.09% $3.08K
BJS WHSL CLUB HLDGS INC 132 142 10 0.09% $3.62K
STIFEL FINANCIAL CORP 176 189 13 0.09% -$4.19K
GILEAD SCIENCES INC 145 152 7 0.09% $2.10K
GENERAL MILLS INC 264 285 21 0.09% $294
FULTON FINANCIAL CORP 880 954 74 0.08% -$1.99K
ANNALY CAPITAL MGMT INC REIT 730 803 73 0.08% $840
ASSURED GUARANTY LTD 161 179 18 0.08% $473
RB GLOBAL INC 143 155 12 0.08% $2.81K
EAST WEST BNCRP 167 181 14 0.08% -$1.71K
TOLL BROTHERS INC 143 153 10 0.08% -$3.99K
CASEY'S GENERAL 31 33 2 0.08% $2.19K
CARLISLE COS INC 38 40 2 0.08% $380
CORPORATE OFFICE PROPERTIES TR 541 579 38 0.08% -$809
JONES LANG LASALLE INC 62 66 4 0.08% -$2.52K
RELIANCE STEEL and ALUMINUM CO 47 51 4 0.08% $1.09K
ATLANTIC UNION B 486 527 41 0.08% -$3.76K
TOYOTA MTR CRED 14,000 16,000 2,000 0.08% $2.13K
OWENS CORNING INC 93 99 6 0.08% -$2.77K
WEBSTER FINL 280 304 24 0.08% -$2.49K
LOCKHEED MARTIN CORP 28 30 2 0.08% $1.37K
REPUBLIC SVCS 15,000 17,000 2,000 0.08% $2.05K
MERIT MEDICAL SYSTEMS INC 139 150 11 0.08% -$967
CROWN HOLDINGS INC 135 147 12 0.08% $2.30K
ANALOG DEVICES INC 68 72 4 0.07% -$374
EMCOR GROUP INC 32 35 3 0.07% -$313
HIGHWOODS PROPERTIES INC 454 492 38 0.07% $468
SERVICE CORP INTERNATIONAL INC 163 175 12 0.07% $1.25K
CHEMED CORP 22 24 2 0.07% $1.59K
TORONTO DOM BANK 14,000 16,000 2,000 0.07% $2.08K
TAYLOR MORRISON HOME CORP 223 239 16 0.07% -$668
KINDER MORGAN INC 475 502 27 0.07% $150
TEXAS INSTRUMENTS INC 78 82 4 0.07% -$1.28K
COMFORT SYSTEMS USA INC 31 33 2 0.07% -$420
ANTERO RESOURCES 351 376 25 0.07% -$3
MOOG INC-CLASS A 72 78 6 0.07% -$34
Netflix Inc 11,000 13,000 2,000 0.07% $2.02K
DYNATRACE INC 258 276 18 0.07% -$1.94K
ONE GAS INC 152 165 13 0.07% $2.22K
NEW JERSEY RESOURCES CORP 246 263 17 0.07% $1.08K
MONDELEZ INT INC 12,000 14,000 2,000 0.07% $2.08K
BOSTON BEER COMPANY CL A 47 52 5 0.07% $1.00K
KB HOME 214 236 22 0.07% -$1.61K
PNC FINANCIAL SERVICES GRP INC 75 79 4 0.07% -$2.38K
SELECTIVE INSURANCE GROUP INC 135 145 10 0.07% $1.29K
INGREDION INC 89 95 6 0.07% $475
BURLINGTON STORES INC 52 56 4 0.07% -$2.16K
EXPONENT INC 146 158 12 0.07% -$952
DOCUSIGN INC 133 148 15 0.06% -$766
EMERSON ELECTRIC CO 105 115 10 0.06% -$1.56K
UNION PACIFIC CORP 44 56 12 0.06% $1.17K
SPX TECHNOLOGIES INC 83 90 7 0.06% -$254
MASTERCARD INC CL A 20 22 2 0.06% $949
CORE & MAIN IN-A 203 226 23 0.06% $448
VISTEON CORP 138 150 12 0.06% $278
NVENT ELECTRIC PLC 199 215 16 0.06% -$1.15K
HARTFORD INSURANCE GROUP INC/THE 89 96 7 0.06% $1.85K
CHAMPIONX CORP 447 478 31 0.06% -$1.27K
MSA SAFETY INC 65 72 7 0.06% $627
ATMOS ENERGY CORP 65 70 5 0.06% $1.98K
IDACORP INC 86 95 9 0.06% $1.76K
PENUMBRA INC 34 38 4 0.06% $2.05K
MANHATTAN ASSOCIATES INC 57 62 5 0.06% -$891
FLEX LTD 287 320 33 0.06% -$965
HEALTHEQUITY INC 120 128 8 0.06% -$2.28K
CARPENTER TECHNOLOGY CORP 52 56 4 0.06% $915
AVNET INC 214 233 19 0.06% -$107
REXFORD INDUSTRIAL REALTY INC 307 328 21 0.06% -$1.63K
WALMART INC 9,000 11,000 2,000 0.06% $2.13K
ADV ENERGY INDS 103 110 7 0.06% -$1.14K
WILLIAMS COS INC 166 179 13 0.06% $1.28K
TRAVEL+LEISURE CO 222 238 16 0.06% -$1.61K
FIRST AMERICAN FINANCIAL CORP 151 170 19 0.05% $791
AAR CORP 172 193 21 0.05% -$1.34K
FIRSTENERGY CORP 221 239 18 0.05% $1.45K
PAYLOCITY HOLDING CORP 49 53 4 0.05% $111
ZOETIS INC CL A 62 65 3 0.05% -$430
BIOMARIN PHARMACEUTICAL INC 144 159 15 0.05% $1.00K
MKS INSTRUMENTS INC 132 144 12 0.05% -$4.85K
MCKESSON CORP 12 14 2 0.05% $2.84K
HALOZYME THERAPEUTICS INC 147 162 15 0.05% $1.62K
NEUROCRINE BIOSCIENCES INC 84 92 8 0.05% -$2.85K
VOYA FINANCIAL INC 153 166 13 0.05% -$1.03K
MERITAGE HOMES CORP 131 143 12 0.05% -$457
YELP INC 255 277 22 0.05% -$468
SONOCO PRODUCTS CO 210 236 26 0.05% -$328
RYDER SYSTEM INC 64 70 6 0.05% -$565
DOVER CORP 52 56 4 0.05% -$1.03K
RANGE RESOURCES CORP 254 281 27 0.05% $126
ARAMARK 258 285 27 0.05% -$511
CRISPR THERAPEUTICS AG 222 244 22 0.05% $202
DICKS SPORTING GOODS INC 46 50 4 0.05% -$1.66K
DUOLINGO INC 22 24 2 0.05% $1.34K
ENERGIZER HOLDIN 327 343 16 0.05% -$1.84K
KNOWLES CORP 527 583 56 0.05% -$800
INNOSPEC INC 94 102 8 0.05% -$1.53K
XPO LOGISTICS INC 78 84 6 0.05% -$1.51K
CBOE GLOBAL MARKETS INC 36 40 4 0.05% $1.52K
CIENA CORP 119 131 12 0.05% -$1.57K
US STEEL CORP 189 201 12 0.05% $1.82K
LITHIA MOTORS INC CL A 29 30 1 0.05% -$2.12K
AVANTOR INC 611 664 53 0.05% -$4.99K
UNDER ARMOUR INC CL A 1,363 1,499 136 0.05% -$2.81K
OVINTIV INC 227 255 28 0.05% -$1.02K
JANUS HENDERSON GROUP PLC 234 254 20 0.04% -$2.08K
FABRINET 37 41 4 0.04% $408
KYNDRYL HOLDINGS INC 237 259 22 0.04% -$600
AT&T INC 10,000 12,000 2,000 0.04% $1.34K
REGAL REXNORD CORP 73 79 6 0.04% -$3.23K
AMERICAN AIRLINES GROUP INC 783 838 55 0.04% -$4.91K
JAZZ PHARMA PLC 65 71 6 0.04% $220
MATTEL INC 458 515 57 0.04% -$354
WINGSTOP INC 29 31 2 0.04% -$459
KILROY REALTY CORP 234 259 25 0.04% -$970
INTUIT INC 11 13 2 0.04% $1.54K
KORN FERRY 118 132 14 0.04% -$202
STEPAN CO 145 161 16 0.04% -$1.05K
OSHKOSH CORP 88 97 9 0.04% -$2.12K
COHERENT CORP 118 124 6 0.04% -$2.70K
UNITED THERAPEUTICS CORP DEL 25 26 1 0.04% -$899
AMERICAN ASSETS TRUST INC 378 418 40 0.04% -$1.35K
LEAR CORP 6,000 8,000 2,000 0.04% $1.98K
REALTY INCOME 7,000 9,000 2,000 0.04% $1.83K
OLLIES BARGAIN OUTLET HOLDINGS INC 65 73 8 0.04% $498
NOV INC 597 661 64 0.04% -$952
HB FULLER CO 127 141 14 0.04% -$398
INTEL CORP 234 379 145 0.04% $3.07K
BANC OF CALIFORNIA INC 511 565 54 0.04% -$570
CLEARWAY ENERGY INC 247 275 28 0.04% $1.46K
STERIS PLC 30 33 3 0.04% $797
ONEOK INC 82 90 8 0.04% -$574
REPLIGEN CORP 49 52 3 0.04% -$969
TORO CO 95 105 10 0.04% -$741
FLOOR & DECOR-A 94 99 5 0.04% -$2.34K
UPJOHN INC 8,000 10,000 2,000 0.04% $1.02K
AMGEN INC 22 24 2 0.04% $703
ASBURY AUTOMOTIVE GROUP INC 30 32 2 0.04% -$1.92K
LATTICE SEMICONDUCTOR CORP 128 142 14 0.04% -$350
QUALYS INC 48 54 6 0.04% $97
LITTELFUSE INC 33 37 4 0.04% -$1.12K
PROLOGIS INC REIT 60 65 5 0.04% -$512
SPS COMMERCE INC 43 46 3 0.04% -$1.34K
ONTO INNOVATION INC 51 54 3 0.03% -$3.86K
WEX INC 46 49 3 0.03% -$2.07K
PVH CORP 86 92 6 0.03% -$1.36K
MINERALS TECHNOLOGIES INC 112 120 8 0.03% -$2.40K
MORGAN STANLEY 49 53 4 0.03% -$666
AGCO CORP 68 72 4 0.03% -$993
TELEDYNE TECHNOLOGIES INC 11 13 2 0.03% $434
PALO ALTO NETWORKS INC 28 32 4 0.03% $818
SYNOPSYS INC 10 13 3 0.03% $712
MARRIOTT VACATIONS WORLD 95 107 12 0.03% -$2.38K
CROCS INC 56 60 4 0.03% $69
IRIDIUM COMMUNICATIONS INC 226 239 13 0.03% -$730
TREX CO INC 92 98 6 0.03% -$1.03K
VERTEX PHARMACEUTICALS INC 9 11 2 0.03% $1.45K
GXO LOGISTICS INC 140 152 12 0.03% -$855
TEREX CORP 148 156 8 0.03% -$1.63K
SILICON LABS 49 52 3 0.03% -$1.35K
ALCOA CORP 200 212 12 0.03% -$1.86K
THOR INDUSTRIES INC 67 71 4 0.03% -$1.75K
SAIA INC 20 21 1 0.03% -$4.48K
SLB LTD 137 149 12 0.03% -$564
COGNEX CORP 170 181 11 0.03% -$1.84K
HCA HEALTHCARE INC 12 14 2 0.03% $872
ILLINOIS TOOL WORKS INC 17 19 2 0.02% $153
NORFOLK SOUTHERN CORP 16 18 2 0.02% -$52
VF CORP 310 326 16 0.02% -$4.18K
ON SEMICONDUCTOR CORP 22 33 11 0.01% $159
Security Shares Jan 2025 Shares Apr 2025 Δ shares End % Δ value
WCM Focused International Growth Class I 54,516 51,519 -2,997 6.57% -$30.52K
Mirova International Megatrends Fund 101,343 94,706 -6,637 6.54% -$34.60K
iShares ESG Aware MSCI EAFE ETF 15,792 14,373 -1,419 6.47% -$38.67K
Mirova Global Green Bond Fund 153,704 136,049 -17,655 6.28% -$139.59K
Loomis Sayles Limited Term Government and Agency Fund 97,808 86,226 -11,582 5.01% -$112.04K
Loomis Sayles Inflation Protected Securities Fund 99,193 87,309 -11,884 4.53% -$98.14K
WCM Focused Emerging Markets Fund 46,614 46,074 -540 3.67% -$18.81K
FIXED INC CLEARING CORP.REPO 731,541 445,068 -286,473 2.36% -$286.47K
SCHWAB CHARLES CORP 1,002 974 -28 0.42% -$3.60K
DEERE & CO 185 158 -27 0.39% -$14.92K
CITIGROUP INC 1,092 1,071 -21 0.39% -$15.69K
INTERCONTINENTAL EXCHANGE INC 451 403 -48 0.36% -$4.39K
GENERAL MOTORS CO 1,462 1,415 -47 0.34% -$8.30K
G2 MA8801 55,484 53,635 -1,849 0.29% -$1.47K
CAPITAL ONE FINANCIAL CORP 322 286 -36 0.27% -$14.04K
WILLIS TOWERS WATSON PLC 169 165 -4 0.27% -$4.91K
AMERICAN INTERNATIONAL GROUP 841 603 -238 0.26% -$12.79K
CHARTER COMMUNICATIONS INC A 129 121 -8 0.25% $2.85K
FANNIE MAE 41,000 37,000 -4,000 0.22% -$3.56K
BANK OF NEW YORK MELLON CORP 700 495 -205 0.21% -$20.35K
WELLS FARGO & CO 667 560 -107 0.21% -$12.79K
NASDAQ INC 532 508 -24 0.21% -$5.09K
QUALCOMM INC 291 258 -33 0.20% -$12.02K
KEURIG DR PEPPER INC 1,251 1,101 -150 0.20% -$2.07K
CORTEVA INC 809 582 -227 0.19% -$16.73K
EOG RESOURCES INC 437 319 -118 0.19% -$19.77K
CBRE GROUP INC - CL A 366 282 -84 0.18% -$18.52K
FR SD8214 38,604 37,940 -664 0.18% $75
FN MA4600 37,507 36,803 -704 0.18% $20
KENVUE INC 2,000 1,382 -618 0.17% -$9.96K
FN MA4398 41,459 40,873 -586 0.17% $84
FISERV INC 265 169 -96 0.17% -$26.06K
US TREASURY N/B 131,000 31,000 -100,000 0.16% -$96.56K
US TREASURY N/B 50,000 37,000 -13,000 0.15% -$8.95K
US TREASURY N/B 69,000 37,000 -32,000 0.15% -$22.79K
CAN IMPERIAL BK 31,000 28,000 -3,000 0.14% -$2.55K
FN MA4562 34,298 33,817 -482 0.14% $105
TJX COS INC 33,000 29,000 -4,000 0.14% -$2.98K
ENTERGY CORP 31,000 27,000 -4,000 0.14% -$3.67K
ALEXANDRIA REAL 29,000 26,000 -3,000 0.14% -$2.93K
ASTRAZENECA FIN 32,000 29,000 -3,000 0.14% -$1.76K
COCA-COLA CO/THE 30,000 27,000 -3,000 0.14% -$2.41K
FN MA4578 31,431 30,897 -534 0.14% $51
BANK OF AMER CRP 33,000 29,000 -4,000 0.14% -$3.04K
FN MA4598 30,285 29,862 -423 0.13% $125
US TREASURY N/B 38,000 33,000 -5,000 0.13% -$3.20K
ECOLAB INC 33,000 29,000 -4,000 0.13% -$2.77K
PNC FINANCIAL 28,000 25,000 -3,000 0.13% -$2.71K
CUMMINS INC 28,000 24,000 -4,000 0.13% -$3.73K
OWENS CORNING 29,000 25,000 -4,000 0.13% -$3.48K
PNC FINANCIAL 27,000 24,000 -3,000 0.13% -$2.97K
EATON CORP 28,000 25,000 -3,000 0.13% -$2.38K
CVS HEALTH CORP 453 352 -101 0.12% -$2.10K
FR SD8199 29,863 29,441 -423 0.12% $64
PEPSICO INC 29,000 25,000 -4,000 0.12% -$3.04K
FR SD8212 28,539 28,122 -418 0.12% $102
NEXTERA ENERGY 30,000 26,000 -4,000 0.12% -$2.93K
BLACKROCK INC 28,000 25,000 -3,000 0.12% -$2.08K
KEYCORP 29,000 25,000 -4,000 0.12% -$3.25K
CSX CORP 26,000 23,000 -3,000 0.12% -$2.76K
VODAFONE GROUP 23,000 21,000 -2,000 0.12% -$1.96K
ELEVANCE HEALTH 24,000 22,000 -2,000 0.12% -$1.67K
FN MA5105 23,280 22,855 -425 0.12% -$50
GEN MOTORS FIN 25,000 22,000 -3,000 0.12% -$2.95K
VERIZON COMM INC 40,000 31,000 -9,000 0.12% -$5.69K
KROGER CO 1,049 301 -748 0.12% -$42.93K
STARBUCKS CORP 27,000 24,000 -3,000 0.11% -$2.21K
G2 MA8098 24,719 24,121 -598 0.11% -$172
UMBS, 30 Year 23,065 22,663 -401 0.11% $40
CITIGROUP INC 24,000 21,000 -3,000 0.11% -$3.00K
VIRGINIA EL&PWR 24,000 21,000 -3,000 0.11% -$2.90K
FR SD8255 23,122 22,755 -367 0.11% $90
FR SD8206 23,493 23,103 -390 0.11% $72
SOUTHSTATE CORP 247 230 -17 0.11% -$6.12K
FN MA4732 21,587 21,202 -385 0.11% $19
IBM CORP 27,000 24,000 -3,000 0.10% -$2.47K
SALESFORCE.COM 24,000 21,000 -3,000 0.10% -$2.23K
M&T BANK CORP 19,000 18,000 -1,000 0.10% -$1.05K
ADOBE INC 24,000 21,000 -3,000 0.10% -$2.11K
US TREASURY N/B 29,000 26,000 -3,000 0.10% -$1.63K
US TREASURY N/B 46,000 39,000 -7,000 0.10% -$2.87K
YUM! BRANDS INC 154 126 -28 0.10% -$1.14K
UMBS Pool, 30 Year 19,717 19,284 -433 0.10% -$143
ENBRIDGE INC 21,000 18,000 -3,000 0.10% -$2.85K
QUALCOMM INC 30,000 22,000 -8,000 0.10% -$5.93K
UMBS 21,102 20,749 -353 0.10% $63
UNITEDHEALTH GRP 19,000 17,000 -2,000 0.09% -$1.97K
MANULIFE FIN COR 22,000 19,000 -3,000 0.09% -$2.41K
US TREASURY N/B 23,000 19,000 -4,000 0.09% -$3.35K
SHELL INTL FIN 19,000 16,000 -3,000 0.09% -$3.18K
EQUINOR ASA 24,000 20,000 -4,000 0.09% -$3.22K
FR SD8220 19,035 18,716 -319 0.09% $62
INTERCONTINENT 30,000 25,000 -5,000 0.09% -$3.21K
WATSCO INC 39 35 -4 0.09% -$2.57K
US TREASURY N/B 26,000 23,000 -3,000 0.09% -$1.73K
FN MA4327 18,925 18,363 -562 0.08% -$173
FN MA4579 18,365 18,040 -326 0.08% $45
ALIBABA GROUP HOLDING LTD SPON ADR 178 130 -48 0.08% -$2.07K
Uniform Mortgage-Backed Securities 17,610 17,326 -283 0.08% $46
WOODWARD INC 87 76 -11 0.08% -$1.86K
HUNTINGTON BANCS 26,000 14,000 -12,000 0.07% -$12.00K
G2 MA9016 13,697 13,449 -248 0.07% -$118
MORGAN STANLEY 15,000 13,000 -2,000 0.07% -$1.76K
FN MA4256 15,206 14,946 -260 0.07% $23
AECOM 149 126 -23 0.07% -$3.28K
FN MA4399 14,842 14,582 -260 0.06% $17
EMERSON ELECTRIC 15,000 13,000 -2,000 0.06% -$1.56K
CHRISTUS HEALTH 13,000 12,000 -1,000 0.06% -$807
KAISER FOUN HOSP 14,000 12,000 -2,000 0.06% -$1.80K
BOSTON PROP LP 14,000 12,000 -2,000 0.06% -$1.88K
GRAND CANYON EDUCATION INC 77 65 -12 0.06% -$1.93K
SCHLUMBERGER INV 13,000 12,000 -1,000 0.06% -$1.14K
PRUDENTIAL FIN 17,000 15,000 -2,000 0.06% -$1.52K
GNII II 4% 08/20/2053#MA9103 12,077 11,918 -159 0.06% $6
FR SD8183 13,576 13,346 -229 0.06% $23
FR SD8213 12,835 12,637 -198 0.06% $48
MORGAN STANLEY 12,000 11,000 -1,000 0.06% -$822
THE BOOKING HOLDINGS INC 3 2 -1 0.05% -$4.01K
UMBS 11,883 11,639 -244 0.05% -$6
Uniform Mortgage-Backed Securities 10,764 10,540 -224 0.05% -$52
INTL BUS MACH CORP 53 39 -14 0.05% -$4.12K
FR SD8194 11,527 11,327 -200 0.05% $15
PACIFIC GAS&ELEC 10,000 9,000 -1,000 0.05% -$735
FR SD8178 10,292 10,113 -179 0.04% $4
CNX RESOURCES CORP 334 261 -73 0.04% -$1.46K
FN MA4437 9,797 9,657 -140 0.04% $2
QUALCOMM INC 15,000 9,000 -6,000 0.04% -$5.18K
FN MA4414 9,101 8,945 -156 0.04% $14
AMAZON.COM INC 13,000 8,000 -5,000 0.04% -$4.28K
FR SD8340 7,370 7,288 -82 0.04% $34
KELLOGG CO 116 83 -33 0.04% -$2.61K
AMPHENOL CORPORATION CL A 137 86 -51 0.04% -$3.08K
FN MA4465 8,263 8,148 -115 0.03% $18
FN MA4700 6,926 6,794 -133 0.03% -$2
GLAUKOS CORP 90 65 -25 0.03% -$7.95K
NORTHROP GRUMMAN CORP 12 11 -1 0.03% -$496
EQUINIX INC 7 6 -1 0.03% -$1.23K
UMBS 5,413 5,313 -100 0.03% -$8
ELECTRONIC ARTS INC 51 28 -23 0.02% -$2.21K
FN MA3871 4,238 4,169 -69 0.02% $11
FR SD8227 3,435 3,375 -60 0.02% $4
FN MA3686 3,284 3,198 -86 0.02% -$23
FNMA 30YR 2% 09/01/2050#BP6715 2,789 2,751 -38 0.01% $12
WASTE MANAGEMENT 8,000 3,000 -5,000 0.01% -$3.65K
FNMA 30YR 2.5% 08/01/2050#BP6618 2,386 2,345 -41 0.01% $3
FN MA3745 1,405 1,375 -30 0.01% -$4
FNMA POOL MA3631 FN 04/34 FIXED 3 1,325 1,252 -73 0.01% -$35
FNMA 30YR 3% 06/01/2049#MA3685 1,300 1,274 -26 0.01% -$1
Uniform Mortgage-Backed Securities 1,036 1,004 -33 0.01% -$14
FR SD8244 876 861 -15 0.00% $1
G2 MA7988 808 788 -20 0.00% -$6
FNMA 30YR 4% 03/01/2050#MA3962 666 655 -11 0.00% $1
FN MA3695 484 463 -21 0.00% -$12
FN MA3687 317 307 -10 0.00% -$4
FN MA3592 193 188 -5 0.00% -$2
Security Shares Jan 2025 Shares Apr 2025 Δ shares End % Δ value
NETFLIX INC 137 137 0 0.82% $21.23K
META PLATFORMS INC CL A 253 253 0 0.74% -$35.47K
JOHNSON&JOHNSON 274 274 0 0.23% $1.14K
JPMORGAN CHASE and CO 162 162 0 0.21% -$3.67K
UNITEDHEALTH GRP 72 72 0 0.16% -$9.44K
BROADCOM INC 143 143 0 0.15% -$4.12K
VERIZON COMMUNICATIONS INC 532 532 0 0.12% $2.48K
GENERAL ELECTRIC CO 107 107 0 0.11% -$217
LINDE PLC 46 46 0 0.11% $327
WELLTOWER INC 136 136 0 0.11% $2.19K
ORACLE CORP 20,000 20,000 0 0.11% $82
GOLDMAN SACHS GP 20,000 20,000 0 0.11% $37
STRYKER CORP 48 48 0 0.10% -$834
ROPER TECHNOLOGIES INC 32 32 0 0.10% -$498
ARTHUR J GALLAGHAR AND CO 55 55 0 0.09% $1.04K
PPL CORPORATION 482 482 0 0.09% $1.40K
OAKTREE SPECIAL 17,000 17,000 0 0.09% $2
DTE ELECTRIC CO 16,000 16,000 0 0.08% $364
BAKER HUGHES 15,000 15,000 0 0.08% $196
MONDELEZ INTL INC 215 215 0 0.08% $2.18K
EXELON CORP 15,000 15,000 0 0.08% $277
AMERICAN EXPRESS 15,000 15,000 0 0.08% $226
METLIFE INC 14,000 14,000 0 0.08% $272
PROLOGIS LP 17,000 17,000 0 0.08% $429
NUCOR CORP 16,000 16,000 0 0.08% $289
MARSH & MCLENNAN 16,000 16,000 0 0.08% $378
TEXAS INSTRUMENT 14,000 14,000 0 0.08% $256
ESSEX PORTFOLIO 15,000 15,000 0 0.07% $220
FORTUNE BRANDS H 15,000 15,000 0 0.07% $41
PFIZER INC 567 567 0 0.07% -$1.20K
MACQUARIE GROUP LTD SR UNSECURED 144A 11/28 VAR 14,000 14,000 0 0.07% $156
THE CIGNA GROUP 40 40 0 0.07% $1.83K
ECOLAB INC 54 54 0 0.07% $67
BRISTOL-MYERS 14,000 14,000 0 0.07% $304
WELLTOWER OP LLC REGD 2.80000000 15,000 15,000 0 0.07% $381
ADV MICRO DEVICE 138 138 0 0.07% -$2.57K
SERVICENOW INC 14 14 0 0.07% -$887
NVIDIA CORP 14,000 14,000 0 0.07% $376
QUEST DIAGNOSTIC 14,000 14,000 0 0.07% $297
ARES CAPITAL COR 13,000 13,000 0 0.07% $46
CHURCH & DWIGHT 128 128 0 0.07% -$791
F5 INC 48 48 0 0.07% -$1.56K
TRAVELERS COS IN 48 48 0 0.07% $910
INTEL CORP 14,000 14,000 0 0.07% $217
CONSOLIDATED EDISON INC 107 107 0 0.06% $2.03K
GOLDMAN SACHS GROUP INC 22 22 0 0.06% -$2.04K
BRISTOL-MYERS SQUIBB CO 233 233 0 0.06% -$2.04K
BIOGEN INC 13,000 13,000 0 0.06% $240
BROADCOM INC 12,000 12,000 0 0.06% $150
VULCAN MATERIALS CO 43 43 0 0.06% -$508
ADOBE INC 29 29 0 0.06% -$1.81K
KRAFT HEINZ CO/T 370 370 0 0.06% -$274
BECTON DICKINSON and CO 51 51 0 0.06% -$2.07K
PROCTER & GAMBLE 11,000 11,000 0 0.06% $298
MERCK & CO INC 12,000 12,000 0 0.06% $316
EATON CORP PLC 35 35 0 0.05% -$1.12K
AQUA AMERICA INC 13,000 13,000 0 0.05% -$117
COGNIZANT TECH SOLUTIONS CL A 134 134 0 0.05% -$1.21K
MARSH & MCLENNAN 42 42 0 0.05% $361
OMNICOM GROUP INC 121 121 0 0.05% -$1.29K
CARDINAL HEALTH INC 65 65 0 0.05% $1.15K
CADENCE DESIGN SYSTEMS INC 30 30 0 0.05% $4
MARTIN MAR MTLS 17 17 0 0.05% -$342
APPLIED MATERIALS INC 59 59 0 0.05% -$1.75K
HONEYWELL INTL INC 42 42 0 0.05% -$555
LOWES COS INC 39 39 0 0.05% -$1.42K
O'REILLY AUTOMOTIVE INC 6 6 0 0.05% $725
DANAHER CORP 42 42 0 0.04% -$983
CHUBB LTD 29 29 0 0.04% $412
AMERICAN EXPRESS CO 31 31 0 0.04% -$1.58K
EVERSOURCE ENERGY 137 137 0 0.04% $247
CSX CORP 287 287 0 0.04% -$1.38K
MICRON TECHNOLOGY INC 103 103 0 0.04% -$1.47K
REALTY INCOME 8,000 8,000 0 0.04% $93
TYLER TECHNOLOGIES INC 14 14 0 0.04% -$817
GE VERNOVA LLC 20 20 0 0.04% -$41
FIDELITY NATL FI 8,000 8,000 0 0.04% $72
AIR PRODUCTS and CHEMICALS INC 27 27 0 0.04% -$1.73K
INTERPUBLIC GRP 285 285 0 0.04% -$1.01K
L3HARRIS TECHNOLOGIES INC 32 32 0 0.04% $256
CELANESE CORP 158 158 0 0.04% -$4.19K
LYB INTL FIN 8,000 8,000 0 0.04% -$314
AVALONBAY COMMUNITIES INC REIT 32 32 0 0.04% -$369
LEIDOS HOLDINGS INC 45 45 0 0.04% $232
ATHENE HOLDING 6,000 6,000 0 0.03% $55
MCCORMICK-N/V 80 80 0 0.03% -$46
XCEL ENERGY INC 86 86 0 0.03% $301
TAKE-TWO INTERACTV SOFTWR INC 26 26 0 0.03% $1.24K
ALLIANT ENERGY CORPORATION 98 98 0 0.03% $212
CHIPOTLE MEXICAN GRILL INC 117 117 0 0.03% -$916
LIVE NATION ENTERTAINMENT INC 44 44 0 0.03% -$538
AUTOMATIC DATA PROCESSING INC 19 19 0 0.03% -$46
SHERWIN WILLIAMS CO 16 16 0 0.03% -$84
AMERICAN TOWER CORP 25 25 0 0.03% $1.01K
KKR & CO INC 49 49 0 0.03% -$2.59K
ALLSTATE CORPORATION 28 28 0 0.03% $170
FORTIVE CORP 79 79 0 0.03% -$920
DTE ENERGY CO 40 40 0 0.03% $685
FEDEX CORP 26 26 0 0.03% -$1.42K
ARCH CAPITAL GROUP LTD 59 59 0 0.03% -$141
US BANCORP DEL 131 131 0 0.03% -$975
PTC INC 33 33 0 0.03% -$1.27K
CARRIER GLOBAL CORP 80 80 0 0.03% -$227
CVS HEALTH CORP 5,000 5,000 0 0.03% $80
RALPH LAUREN CORP 22 22 0 0.03% -$544
AXON ENTERPRISE INC 8 8 0 0.03% -$311
WASTE MANAGEMENT INC 21 21 0 0.03% $275
NEWMONT CORP 93 93 0 0.03% $926
LAM RESEARCH CORP 68 68 0 0.03% -$638
ROSS STORES INC 35 35 0 0.03% -$405
3M CO 35 35 0 0.03% -$465
EXELON CORP 103 103 0 0.03% $711
COLGATE-PALMOLIVE CO 51 51 0 0.02% $280
HERSHEY CO/THE 28 28 0 0.02% $502
HOLOGIC INC 80 80 0 0.02% -$1.12K
PRUDENTL FINL 45 45 0 0.02% -$812
UBER TECHNOLOGIES INC 57 57 0 0.02% $807
LABCORP HOLDINGS INC 19 19 0 0.02% -$167
EBAY INC 65 65 0 0.02% $44
SOUTHERN CAL ED 6,000 6,000 0 0.02% -$91
HESS CORP 33 33 0 0.02% -$329
DEVON ENERGY CORP 136 136 0 0.02% -$502
TRUIST FINL CORP 105 105 0 0.02% -$974
NETAPP INC 44 44 0 0.02% -$1.42K
VALERO ENERGY CORP 34 34 0 0.02% -$575
ANSYS INC 12 12 0 0.02% -$343
INCYTE CORP 61 61 0 0.02% -$702
RESMED INC 16 16 0 0.02% $7
ZIMMER BIOMET HO 36 36 0 0.02% -$231
EDWARDS LIFESCIENCES CORP 49 49 0 0.02% $149
UNITED PARCEL SERVICE INC CL B 38 38 0 0.02% -$719
PAYCHEX INC 24 24 0 0.02% -$13
AMERICAN WATER WRKS COMPANY 24 24 0 0.02% $537
JACK HENRY 20 20 0 0.02% -$13
CROWN CASTLE INC 31 31 0 0.02% $511
AGILENT TECHNOLOGIES INC 29 29 0 0.02% -$1.27K
DIGITAL REALTY TRUST INC 19 19 0 0.02% -$63
ZEBRA TECHNOLOGIES CORP CL A 12 12 0 0.02% -$1.70K
AES CORP 298 298 0 0.02% -$298
WEC ENERGY GROUP INC 27 27 0 0.02% $277
HEWLETT PACKARD ENTERPRISE CO 179 179 0 0.02% -$890
HP INC 109 109 0 0.01% -$755
DIAMONDBACK ENERGY INC 21 21 0 0.01% -$679
DUPONT DE NEMOURS INC 40 40 0 0.01% -$432
NORTHERN TRUST CORP 28 28 0 0.01% -$513
TARGET CORP 26 26 0 0.01% -$1.07K
CITIZENS FINANCIAL GROUP INC 68 68 0 0.01% -$726
ESTEE LAUDER COS INC CL A 40 40 0 0.01% -$939
HUMANA INC 9 9 0 0.01% -$279
FREEPORT MCMORAN INC 64 64 0 0.01% $12
COSTAR GROUP INC 31 31 0 0.01% -$75
T ROWE PRICE GRP 25 25 0 0.01% -$709
HOST HOTELS & RE 145 145 0 0.01% -$376
ALIGN TECHNOLOGY INC 11 11 0 0.01% -$504
MICROCHIP TECHNOLOGY 39 39 0 0.01% -$321
LULULEMON ATHLETICA INC 6 6 0 0.01% -$861
BIO-TECHNE CORP 31 31 0 0.01% -$719
CHARLES RIVER LABS INTL INC 13 13 0 0.01% -$600
WEST PHARMACEUTICAL SVCS INC 7 7 0 0.01% -$912

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