Alexandria Capital, LLC

data from 30/09/2021

Capitalization

$ 1.080 B 0.15 %

Average holding period

19 ans

Performance

$ 502.468 M 12 977.91 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Alexandria Capital, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2021/09/30 ADBE ADOBE SYSTEMS INCORPORATED 6.67% 72.054 M $ 125155 2012/12/31 -1.243 M $ -1.69 %
2021/09/30 SPY SPDR S&P 500 ETF TR 2.77% 29.956 M $ 69805 2012/12/31 75.997 K $ 0.25 %
2021/09/30 AAPL APPLE INC 2.58% 27.873 M $ 196983 2012/12/31 909.920 K $ 3.31 %
2021/09/30 ALNY ALNYLAM PHARMACEUTICALS INC 2.14% 23.076 M $ 122216 2017/12/31 2.425 M $ 11.38 %
2021/09/30 SPTS SPDR SER TR 1.99% 21.455 M $ 700468 2019/03/31 -6.560 K $ -0.03 %
2021/09/30 SPLG SPDR SER TR 1.96% 21.199 M $ 420116 2017/12/31 54.700 K $ 0.26 %
2021/09/30 MGK VANGUARD WORLD FD 1.86% 20.053 M $ 85404 2012/12/31 293.353 K $ 1.48 %
2021/09/30 GOOG ALPHABET INC 1.85% 19.990 M $ 7500 2015/12/31 1.192 M $ 6.34 %
2021/09/30 MSFT MICROSOFT CORP 1.70% 18.391 M $ 65236 2012/12/31 718.933 K $ 4.07 %
2021/09/30 META FACEBOOK INC 1.58% 17.112 M $ 50420 2012/12/31 -422.789 K $ -2.39 %
2021/09/30 SPAB SPDR SER TR 1.55% 16.779 M $ 562120 2018/06/30 -85.440 K $ -0.53 %
2021/09/30 CMCSA COMCAST CORP NEW 1.53% 16.486 M $ 294758 2012/12/31 -321.953 K $ -1.91 %
2021/09/30 JPM JPMORGAN CHASE & CO 1.34% 14.492 M $ 88535 2012/12/31 724.339 K $ 5.24 %
2021/09/30 MRVL MARVELL TECHNOLOGY INC 1.33% 14.340 M $ 237767 2021/06/30 471.962 K $ 3.39 %
2021/09/30 VCSH VANGUARD SCOTTSDALE FDS 1.20% 12.940 M $ 157023 2012/12/31 -44.245 K $ -0.36 %
2021/09/30 QQQ INVESCO QQQ TR 1.16% 12.520 M $ 34975 2018/06/30 125.788 K $ 1.00 %
2021/09/30 SBAC SBA COMMUNICATIONS CORP NEW 1.11% 11.947 M $ 36141 2017/12/31 433.895 K $ 3.72 %
2021/09/30 TMO THERMO FISHER SCIENTIFIC INC 1.07% 11.505 M $ 20137 2015/06/30 1.363 M $ 13.25 %
2021/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.06% 11.488 M $ 42090 2012/12/31 -211.918 K $ -1.79 %
2021/09/30 LNG CHENIERE ENERGY INC 1.03% 11.096 M $ 113612 2020/03/31 1.215 M $ 12.60 %
2021/09/30 LLY LILLY ELI & CO 1.01% 10.886 M $ 47116 2015/12/31 72.102 K $ 0.67 %
2021/09/30 CRM SALESFORCE COM INC 1.00% 10.786 M $ 39768 2012/12/31 1.060 M $ 11.03 %
2021/09/30 NKE NIKE INC 1.00% 10.775 M $ 74190 2012/12/31 -688.073 K $ -5.99 %
2021/09/30 AVGO BROADCOM INC 0.99% 10.652 M $ 21965 2018/06/30 174.951 K $ 1.70 %
2021/09/30 WMB WILLIAMS COS INC 0.98% 10.569 M $ 407450 2018/06/30 -246.003 K $ -2.30 %
2021/09/30 GS GOLDMAN SACHS GROUP INC 0.96% 10.401 M $ 27513 2015/03/31 -41.794 K $ -0.40 %
2021/09/30 EMXC ISHARES INC 0.96% 10.395 M $ 171423 2021/03/31 -253.458 K $ -2.79 %
2021/09/30 PXH INVESCO EXCH TRADED FD TR II 0.96% 10.382 M $ 464712 2019/03/31 -457.891 K $ -4.33 %
2021/09/30 IYH ISHARES TR 0.96% 10.379 M $ 37617 2012/12/31 112.688 K $ 1.12 %
2021/09/30 LRCX LAM RESEARCH CORP 0.96% 10.331 M $ 18152 2020/03/31 -1.450 M $ -12.53 %
2021/09/30 TD TORONTO DOMINION BK ONT 0.95% 10.214 M $ 154400 2017/12/31 -602.159 K $ -5.57 %
2021/09/30 VNQ VANGUARD INDEX FDS 0.90% 9.765 M $ 95947 2012/12/31 -972.000 $ -0.01 %
2021/09/30 PNC PNC FINL SVCS GROUP INC 0.89% 9.578 M $ 48959 2012/12/31 238.690 K $ 2.56 %
2021/09/30 MAA MID-AMER APT CMNTYS INC 0.88% 9.475 M $ 50736 2017/12/31 935.343 K $ 10.88 %
2021/09/30 VO VANGUARD INDEX FDS 0.85% 9.176 M $ 38755 2012/12/31 -23.507 K $ -0.25 %
2021/09/30 MRK MERCK & CO INC 0.83% 8.990 M $ 119692 2012/12/31 -310.336 K $ -3.42 %
2021/09/30 LBRDK LIBERTY BROADBAND CORP 0.81% 8.774 M $ 50802 2017/12/31 -48.195 K $ -0.55 %
2021/09/30 SPSM SPDR SER TR 0.80% 8.685 M $ 203872 2018/06/30 -271.613 K $ -3.05 %
2021/09/30 SGMO SANGAMO THERAPEUTICS INC 0.80% 8.654 M $ 960470 2017/12/31 -2.828 M $ -24.73 %
2021/09/30 VGIT VANGUARD SCOTTSDALE FDS 0.79% 8.565 M $ 126793 2014/12/31 -34.805 K $ -0.38 %
2021/09/30 VB VANGUARD INDEX FDS 0.78% 8.440 M $ 38597 2012/12/31 -258.774 K $ -2.93 %
2021/09/30 BRX BRIXMOR PPTY GROUP INC 0.78% 8.416 M $ 380640 2020/06/30 -293.558 K $ -3.41 %
2021/09/30 SPMD SPDR SER TR 0.77% 8.329 M $ 180439 2018/12/31 -186.144 K $ -2.22 %
2021/09/30 PML PIMCO MUN INCOME FD II 0.76% 8.169 M $ 554193 2012/12/31 -188.633 K $ -2.25 %
2021/09/30 V VISA INC 0.75% 8.061 M $ 36187 2020/03/31 -383.962 K $ -4.73 %
2021/09/30 AMZN AMAZON COM INC 0.73% 7.874 M $ 2397 2012/12/31 -358.356 K $ -4.51 %
2021/09/30 AMT AMERICAN TOWER CORP NEW 0.73% 7.862 M $ 29621 2014/12/31 -142.358 K $ -1.75 %
2021/09/30 RTX RAYTHEON TECHNOLOGIES CORP 0.72% 7.742 M $ 90065 2020/06/30 56.822 K $ 0.76 %
2021/09/30 TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.71% 7.705 M $ 50011 2019/03/31 -1.104 M $ -12.96 %
2021/09/30 MGV VANGUARD WORLD FD 0.70% 7.611 M $ 77779 2012/12/31 -137.921 K $ -1.78 %
2021/09/30 XBI SPDR SER TR 0.70% 7.544 M $ 60010 2019/06/30 -574.151 K $ -7.16 %
2021/09/30 DIS DISNEY WALT CO 0.68% 7.373 M $ 43583 2012/12/31 -280.005 K $ -3.75 %
2021/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 0.68% 7.318 M $ 15217 2012/12/31 -156.022 K $ -2.06 %
2021/09/30 BSV VANGUARD BD INDEX FDS 0.67% 7.233 M $ 88277 2012/12/31 -17.039 K $ -0.27 %
2021/09/30 REGN REGENERON PHARMACEUTICALS 0.64% 6.963 M $ 11505 2019/12/31 514.625 K $ 8.35 %
2021/09/30 SPDW SPDR INDEX SHS FDS 0.63% 6.834 M $ 188734 2017/12/31 -104.977 K $ -1.58 %
2021/09/30 INTC INTEL CORP 0.63% 6.765 M $ 126975 2012/12/31 -372.729 K $ -5.09 %
2021/09/30 UNH UNITEDHEALTH GROUP INC 0.62% 6.682 M $ 17100 2012/12/31 -160.205 K $ -2.42 %
2021/09/30 IAU ISHARES GOLD TR 0.62% 6.662 M $ 199400 2021/06/30 -61.308 K $ -0.89 %
2021/09/30 ACN ACCENTURE PLC IRELAND 0.62% 6.656 M $ 20806 2012/12/31 527.880 K $ 8.53 %
2021/09/30 NCLH NORWEGIAN CRUISE LINE HLDG L 0.61% 6.578 M $ 246275 2020/12/31 -612.640 K $ -9.18 %
2021/09/30 AES AES CORP 0.60% 6.512 M $ 285254 2014/03/31 -906.522 K $ -12.43 %
2021/09/30 HD HOME DEPOT INC 0.59% 6.385 M $ 19450 2012/12/31 175.228 K $ 2.94 %
2021/09/30 TEAM ATLASSIAN CORP PLC 0.59% 6.345 M $ 16210 2020/09/30 2.194 M $ 52.39 %
2021/09/30 MU MICRON TECHNOLOGY INC 0.57% 6.138 M $ 86469 2017/12/31 -1.211 M $ -16.47 %
2021/09/30 BABA ALIBABA GROUP HLDG LTD 0.56% 6.093 M $ 41157 2017/12/31 -3.217 M $ -34.72 %
2021/09/30 ELV ANTHEM INC 0.56% 6.051 M $ 16232 2017/12/31 -146.043 K $ -2.36 %
2021/09/30 SMIN ISHARES TR 0.55% 5.989 M $ 99647 2017/12/31 601.320 K $ 10.07 %
2021/09/30 BND VANGUARD BD INDEX FDS 0.55% 5.906 M $ 69114 2012/12/31 -31.352 K $ -0.51 %
2021/09/30 IWM ISHARES TR 0.52% 5.644 M $ 25799 2012/12/31 -280.909 K $ -4.63 %
2021/09/30 TFC TRUIST FINL CORP 0.50% 5.443 M $ 92811 2019/12/31 281.345 K $ 5.68 %
2021/09/30 EWJ ISHARES INC 0.50% 5.443 M $ 77476 2020/03/31 209.415 K $ 4.01 %
2021/09/30 SOXX ISHARES TR 0.49% 5.321 M $ 11934 2020/06/30 -99.603 K $ -1.84 %
2021/09/30 VGT VANGUARD WORLD FDS 0.49% 5.274 M $ 13142 2012/12/31 33.498 K $ 0.63 %
2021/09/30 WMT WALMART INC 0.48% 5.232 M $ 37537 2012/12/31 -60.538 K $ -1.17 %
2021/09/30 JNJ JOHNSON & JOHNSON 0.48% 5.197 M $ 32180 2012/12/31 -83.300 K $ -1.97 %
2021/09/30 MDB MONGODB INC 0.47% 5.066 M $ 10745 2018/06/30 1.174 M $ 30.42 %
2021/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.47% 5.061 M $ 101201 2012/12/31 -442.908 K $ -7.92 %
2021/09/30 NFLX NETFLIX INC 0.45% 4.911 M $ 8047 2019/12/31 653.344 K $ 15.55 %
2021/09/30 LQD ISHARES TR 0.44% 4.709 M $ 35395 2012/12/31 -50.627 K $ -0.99 %
2021/09/30 SBUX STARBUCKS CORP 0.44% 4.701 M $ 42613 2020/06/30 -61.594 K $ -1.34 %
2021/09/30 MARRIOTT VACATIONS WORLDWIDE 0.42% 4.570 M $ 3867000 2020/03/31 -38.670 K $ -0.84 %
2021/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.40% 4.367 M $ 28429 2012/12/31 -34.836 K $ -0.77 %
2021/09/30 ZS ZSCALER INC 0.40% 4.347 M $ 16577 2018/09/30 762.932 K $ 21.36 %
2021/09/30 VAC MARRIOTT VACATIONS WORLDWIDE 0.40% 4.334 M $ 27550 2020/03/31 -50.686 K $ -1.24 %
2021/09/30 VEA VANGUARD TAX-MANAGED INTL FD 0.37% 4.030 M $ 79817 2014/12/31 -82.583 K $ -2.00 %
2021/09/30 RMBS RAMBUS INC DEL 0.37% 3.996 M $ 180000 2017/12/31 -271.800 K $ -6.37 %
2021/09/30 SPTL SPDR SER TR 0.37% 3.949 M $ 95642 2019/06/30 -949.000 $ -0.02 %
2021/09/30 KO COCA COLA CO 0.36% 3.892 M $ 74167 2012/12/31 -115.928 K $ -3.03 %
2021/09/30 BATRK LIBERTY MEDIA CORP DEL 0.33% 3.547 M $ 134238 2020/06/30 -181.840 K $ -4.86 %
2021/09/30 KMI KINDER MORGAN INC DEL 0.33% 3.529 M $ 210942 2018/09/30 -286.948 K $ -8.23 %
2021/09/30 IJH ISHARES TR 0.32% 3.425 M $ 13019 2012/12/31 -74.356 K $ -2.12 %
2021/09/30 SDY SPDR SER TR 0.31% 3.378 M $ 28740 2012/12/31 -135.963 K $ -3.87 %
2021/09/30 WFC WELLS FARGO CO NEW 0.31% 3.369 M $ 72599 2012/12/31 77.859 K $ 2.47 %
2021/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.30% 3.291 M $ 8 2012/12/31 -57.776 K $ -1.73 %
2021/09/30 VV VANGUARD INDEX FDS 0.30% 3.291 M $ 16378 2012/12/31 2.814 K $ 0.08 %
2021/09/30 IVV ISHARES TR 0.30% 3.238 M $ 7517 2012/12/31 6.779 K $ 0.21 %
2021/09/30 MACQUARIE INFRASTR HOLD LLC 0.30% 3.235 M $ 3270000 2020/06/30 -17.985 K $ -0.55 %
2021/09/30 EEM ISHARES TR 0.30% 3.203 M $ 63568 2012/12/31 -294.289 K $ -8.65 %
2021/09/30 BSCM INVESCO EXCH TRD SLF IDX FD 0.29% 3.165 M $ 147027 2021/03/31 -8.117 K $ -0.28 %