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JT Stratford LLC

Q2 2023 · 13F-HR

JT Stratford LLCholdings as filed

Filed 2023-08-14 · accession 0001689013-23-000004

$371.5M
Reported value
228
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921908844VIGVANGUARD SPECIALIZED FUNDS$18.7M5.03%114,990CommonNONE
921937835BNDVANGUARD BD INDEX FDS$16.7M4.51%230,354CommonNONE
464287622IWBISHARES TR$14.9M4.02%61,292CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$14.2M3.82%435,819CommonNONE
594918104MSFTMICROSOFT CORP$10.3M2.77%30,192CommonNONE
78468R101SPTSSPDR SER TR$9.7M2.61%336,282CommonNONE
037833100AAPLAPPLE INC$8.8M2.38%45,578CommonNONE
26922B642JUCYETF SER SOLUTIONS$8.7M2.35%357,875CommonNONE
478160104JNJJOHNSON & JOHNSON$7.2M1.93%43,215CommonNONE
464287804IJRISHARES TR$6.9M1.85%68,932CommonNONE
46429B267GOVTISHARES TR$6.6M1.77%287,383CommonNONE
922020805VTIPVANGUARD MALVERN FDS$6.5M1.75%137,100CommonNONE
46090E103QQQINVESCO QQQ TR$5.8M1.56%15,687CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$5.7M1.53%78,233CommonNONE
02079K305GOOGLALPHABET INC$5.7M1.52%47,242CommonNONE
88160R101TSLATESLA INC$4.2M1.12%15,900CommonNONE
697435105PANWPALO ALTO NETWORKS INC$4.0M1.07%15,594CommonNONE
464288638IGIBISHARES TR$3.8M1.04%76,092CommonNONE
023135106AMZNAMAZON COM INC$3.8M1.02%29,047CommonNONE
717081103PFEPFIZER INC$3.4M0.92%93,640CommonNONE
00507V109AIYACTIVISION BLIZZARD INC$3.2M0.87%38,519CommonNONE
78464A649SPABSPDR SER TR$3.1M0.84%123,077CommonNONE
46625H100JPMJPMORGAN CHASE & CO$3.1M0.83%21,138CommonNONE
30303M102METAMETA PLATFORMS INC$3.0M0.82%10,558CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$3.0M0.80%46,905CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.8M0.76%60,849CommonNONE
464287200IVVISHARES TR$2.8M0.75%6,227CommonNONE
464288281EMBISHARES TR$2.8M0.74%31,913CommonNONE
922908736VUGVANGUARD INDEX FDS$2.7M0.72%9,451CommonNONE
532457108LLYLILLY ELI & CO$2.7M0.72%5,681CommonNONE
67066G104NVDANVIDIA CORPORATION$2.6M0.70%6,182CommonNONE
247361702DALDELTA AIR LINES INC DEL$2.6M0.69%54,170CommonNONE
78464A805SPTMSPDR SER TR$2.6M0.69%46,897CommonNONE
922908744VTVVANGUARD INDEX FDS$2.5M0.68%17,762CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$2.5M0.66%30,237CommonNONE
682189105ONON SEMICONDUCTOR CORP$2.4M0.64%24,992CommonNONE
89832Q109TFCTRUIST FINL CORP$2.4M0.63%77,491CommonNONE
464288646IGSBISHARES TR$2.3M0.63%46,528CommonNONE
78468R663BILSPDR SER TR$2.3M0.61%24,610CommonNONE
624756102MLIMUELLER INDS INC$2.2M0.59%25,284CommonNONE
34959E109FTNTFORTINET INC$2.1M0.56%27,332CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.0M0.55%4,218CommonNONE
91913Y100VLOVALERO ENERGY CORP$2.0M0.54%17,048CommonNONE
97717X669DGRWWISDOMTREE TR$2.0M0.53%29,758CommonNONE
126650100CVSCVS HEALTH CORP$2.0M0.53%28,300CommonNONE
464287309IVWISHARES TR$1.9M0.52%27,601CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.9M0.52%112,895CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$1.9M0.51%25,392CommonNONE
931142103WMTWALMART INC$1.9M0.51%11,992CommonNONE
12572Q105CMECME GROUP INC$1.9M0.51%10,136CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.8M0.50%12,326CommonNONE
00724F101ADBEADOBE SYSTEMS INCORPORATED$1.8M0.49%3,737CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.8M0.48%5,558CommonNONE
92826C839VVISA INC$1.8M0.48%7,452CommonNONE
191241108KOFCOCA-COLA FEMSA SAB DE CV$1.8M0.48%21,198CommonNONE
14149Y108CAHCARDINAL HEALTH INC$1.8M0.47%18,641CommonNONE
670346105NUENUCOR CORP$1.7M0.47%10,549CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.7M0.46%9,450CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.7M0.45%10,947CommonNONE
30212P303EXPEEXPEDIA GROUP INC$1.7M0.45%15,183CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.7M0.45%4,706CommonNONE
501044101KRKROGER CO$1.6M0.44%35,053CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.6M0.44%33,775CommonNONE
46434V613IUSBISHARES TR$1.6M0.44%35,781CommonNONE
90384S303ULTAULTA BEAUTY INC$1.6M0.44%3,441CommonNONE
78464A508SPYVSPDR SER TR$1.6M0.43%36,838CommonNONE
437076102HDHOME DEPOT INC$1.6M0.42%5,014CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1.5M0.41%13,749CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.5M0.41%15,185CommonNONE
17275R102CSCOCISCO SYS INC$1.5M0.41%29,332CommonNONE
56585A102MPCMARATHON PETE CORP$1.5M0.41%12,934CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.5M0.40%13,929CommonNONE
969904101WSMWILLIAMS SONOMA INC$1.5M0.39%11,694CommonNONE
11135F101AVGOBROADCOM INC$1.4M0.38%1,608CommonNONE
58933Y105MRKMERCK & CO INC$1.4M0.37%12,023CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.37%12,932CommonNONE
889478103TOLTOLL BROTHERS INC$1.4M0.36%17,142CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.3M0.36%27,432CommonNONE
038222105AMATAPPLIED MATLS INC$1.3M0.35%8,974CommonNONE
713448108PEPPEPSICO INC$1.3M0.35%6,956CommonNONE
191216100KOCOCA COLA CO$1.3M0.35%21,387CommonNONE
52468L406LVHDLEGG MASON ETF INVT$1.3M0.34%34,947CommonNONE
46434G764EMXCISHARES INC$1.3M0.34%24,437CommonNONE
464287440IEFISHARES TR$1.2M0.33%12,559CommonNONE
925652109VICIVICI PPTYS INC$1.2M0.32%38,072CommonNONE
26884U109EPREPR PPTYS$1.2M0.32%25,505CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.32%3,482CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$1.1M0.31%15,951CommonNONE
404280406HSBCHSBC HLDGS PLC$1.1M0.31%28,717CommonNONE
00287Y109ABBVABBVIE INC$1.1M0.30%8,345CommonNONE
N07059210ASMLASML HOLDING N V$1.1M0.30%1,541CommonNONE
97717W208DHSWISDOMTREE TR$1.1M0.30%14,033CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.1M0.29%11,937CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.1M0.29%19,769CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.1M0.29%13,451CommonNONE
464287242LQDISHARES TR$1.1M0.28%9,723CommonNONE
088606108BHPBHP GROUP LTD$1.0M0.28%17,238CommonNONE
46432F339QUALISHARES TR$1.0M0.27%7,469CommonNONE
370334104GISGENERAL MLS INC$966,5730.26%12,602CommonNONE
922908363VOOVANGUARD INDEX FDS$951,8130.26%2,337CommonNONE
20825C104COPCONOCOPHILLIPS$923,3720.25%8,912CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$912,5540.25%1,695CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$886,8510.24%9,899CommonNONE
217204106CPRTCOPART INC$879,1730.24%9,639CommonNONE
79466L302CRMSALESFORCE INC$862,3630.23%4,082CommonNONE
254687106DISDISNEY WALT CO$857,1770.23%9,601CommonNONE
526057104LENLENNAR CORP$854,9900.23%6,823CommonNONE
126408103CSXCSX CORP$840,1560.23%24,638CommonNONE
166764100CVXCHEVRON CORP NEW$821,3670.22%5,220CommonNONE
254709108DFSEURDISCOVER FINL SVCS$818,7680.22%7,007CommonNONE
04010L103ARCCARES CAPITAL CORP$817,2730.22%43,495CommonNONE
922908611VBRVANGUARD INDEX FDS$804,7910.22%4,866CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$802,3010.22%1,760CommonNONE
23331A109DHID R HORTON INC$798,2860.21%6,560CommonNONE
580135101MCDMCDONALDS CORP$792,5770.21%2,656CommonNONE
546347105LPXLOUISIANA PAC CORP$782,6550.21%10,438CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$782,4900.21%1,089CommonNONE
060505104BACBANK AMERICA CORP$775,8920.21%27,044CommonNONE
49271V100KDPKEURIG DR PEPPER INC$769,0540.21%24,594CommonNONE
52661A108DRSLEONARDO DRS INC$746,3310.20%43,041CommonNONE
20030N101CMCSACOMCAST CORP NEW$744,2850.20%17,913CommonNONE
46429B697USMVISHARES TR$738,0230.20%9,929CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$736,2570.20%9,744CommonNONE
025816109AXPAMERICAN EXPRESS CO$730,7690.20%4,195CommonNONE
15135B101CNCCENTENE CORP DEL$712,2050.19%10,559CommonNONE
78464A664SPTLSPDR SER TR$699,7270.19%23,402CommonNONE
539830109LMTLOCKHEED MARTIN CORP$683,2040.18%1,484CommonNONE
64110L106NFLXNETFLIX INC$678,0610.18%1,539CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$660,0880.18%3,942CommonNONE
926400102VSCOVICTORIAS SECRET AND CO$659,1330.18%37,816CommonNONE
464288885EFGISHARES TR$658,7110.18%6,904CommonNONE
032654105ADIANALOG DEVICES INC$653,3930.18%3,354CommonNONE
512807108LRCXEURLAM RESEARCH CORP$649,9310.17%1,011CommonNONE
G6683N103NUNU HLDGS LTD$643,1770.17%81,518CommonNONE
97717W604DESWISDOMTREE TR$642,1920.17%22,306CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$634,3110.17%14,325CommonNONE
58155Q103MCKMCKESSON CORP$633,7010.17%1,483CommonNONE
548661107LOWLOWES COS INC$620,0960.17%2,747CommonNONE
372460105GPCGENUINE PARTS CO$617,5200.17%3,649CommonNONE
922908751VBVANGUARD INDEX FDS$616,4200.17%3,111CommonNONE
15643U104LEUCENTRUS ENERGY CORP$610,7930.16%18,759CommonNONE
244199105DEDEERE & CO$610,2160.16%1,506CommonNONE
464288588MBBISHARES TR$609,9530.16%6,540CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$607,2390.16%1,766CommonNONE
949746101WMT2WELLS FARGO CO NEW$606,4830.16%14,210CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$595,6670.16%1,611CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$588,8810.16%17,926CommonNONE
127097103CTRACOTERRA ENERGY INC$584,7840.16%23,114CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$582,9900.16%12,105CommonNONE
H1467J104CBCHUBB LIMITED$582,8790.16%3,027CommonNONE
57636Q104MAMASTERCARD INCORPORATED$579,3310.16%1,473CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$572,8000.15%15,402CommonNONE
842587107SOSOUTHERN CO$569,3060.15%8,104CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$568,9740.15%266CommonNONE
285512109EAELECTRONIC ARTS INC$565,8810.15%4,363CommonNONE
235851102DHRDANAHER CORPORATION$556,5600.15%2,319CommonNONE
92189H607OIHVANECK ETF TRUST$541,5510.15%1,883CommonNONE
907818108UNPUNION PAC CORP$534,0580.14%2,610CommonNONE
72201R833MINTPIMCO ETF TR$526,3360.14%5,276CommonNONE
45782C300UJANINNOVATOR ETFS TR$515,9880.14%15,765CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$508,7270.14%7,793CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$507,7500.14%8,154CommonNONE
81181C104SEAGEN INC$506,9400.14%2,634CommonNONE
036752103ELVELEVANCE HEALTH INC$506,9350.14%1,141CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$502,2100.14%7,526CommonNONE
72202L371MFDXPIMCO EQUITY SER$495,1740.13%17,588CommonNONE
45378A106IRTINDEPENDENCE RLTY TR INC$474,6860.13%26,053CommonNONE
67077M108NTRNUTRIEN LTD$467,9710.13%7,925CommonNONE
00206R102TAT&T INC$434,0200.12%27,211CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$432,8740.12%2,232CommonNONE
464288877EFVISHARES TR$432,4340.12%8,836CommonNONE
02209S103MOALTRIA GROUP INC$425,0500.11%9,383CommonNONE
464287226AGGISHARES TR$418,5680.11%4,273CommonNONE
912318300UNITED STS NAT GAS FD LP$418,4880.11%56,400CommonNONE
97717X271DDLSWISDOMTREE TR$404,2850.11%12,888CommonNONE
94106L109WMWASTE MGMT INC DEL$389,6750.10%2,247CommonNONE
46434G103IEMGISHARES INC$389,4900.10%7,902CommonNONE
65339F101NEENEXTERA ENERGY INC$386,6560.10%5,211CommonNONE
718546104PSXPHILLIPS 66$384,8580.10%4,035CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$380,8890.10%24,846CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$380,1860.10%5,013CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$373,5330.10%4,937CommonNONE
74340W103PLDPROLOGIS INC.$367,3990.10%2,996CommonNONE
031162100AMGNAMGEN INC$366,5550.10%1,651CommonNONE
855244109SBUXSTARBUCKS CORP$364,9370.10%3,684CommonNONE
464287721IYWISHARES TR$355,3520.10%3,264CommonNONE
00508Y102AYIACUITY BRANDS INC$346,0560.09%2,122CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$342,6810.09%267CommonNONE
963320106WHRWHIRLPOOL CORP$332,6940.09%2,236CommonNONE
464287507IJHISHARES TR$331,1970.09%1,267CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$326,2810.09%5,897CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$325,4340.09%7,165CommonNONE
009066101ABNBAIRBNB INC$316,2990.09%2,468CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$315,4010.08%4,932CommonNONE
747525103QCOMQUALCOMM INC$314,0280.08%2,638CommonNONE
29250N105ENBENBRIDGE INC$304,4120.08%8,194CommonNONE
78464A409SPYGSPDR SER TR$302,7320.08%4,962CommonNONE
37045V100GMGENERAL MTRS CO$300,8450.08%7,802CommonNONE
099724106BWABORGWARNER INC$299,5740.08%6,125CommonNONE
464287788IYFISHARES TR$284,8610.08%3,818CommonNONE
464288653TLHISHARES TR$281,9100.08%2,545CommonNONE
892356106TSCOTRACTOR SUPPLY CO$278,8080.08%1,261CommonNONE
464288240ACWXISHARES TR$278,3390.07%5,655CommonNONE
464287432TLTISHARES TR$277,1140.07%2,692CommonNONE
46435G425ESGUISHARES TR$275,4220.07%2,826CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$275,3200.07%2,417CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$264,6900.07%1,522CommonNONE
674599105OXYOCCIDENTAL PETE CORP$260,7780.07%4,435CommonNONE
97717X511AGGYWISDOMTREE TR$253,7570.07%5,889CommonNONE
81762P102NOWSERVICENOW INC$253,4480.07%451CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$246,2980.07%6,055CommonNONE
464288760ITAISHARES TR$245,4740.07%2,104CommonNONE
464286525ACWVISHARES INC$238,9600.06%2,437CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$235,6920.06%2,406CommonNONE
35473P595FLBLFRANKLIN TEMPLETON ETF TR$232,4440.06%9,649CommonNONE
808513105SCHWSCHWAB CHARLES CORP$225,8100.06%3,984CommonNONE
02079K107GOOGALPHABET INC$223,9150.06%1,851CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$223,6950.06%5,349CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$218,7390.06%1,648CommonNONE
444859102HUMHUMANA INC$218,6470.06%489CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$206,2070.06%465CommonNONE
149123101CATCATERPILLAR INC$204,2220.05%830CommonNONE
25470M109DISHDISH NETWORK CORPORATION$202,5770.05%30,740CommonNONE
918090101UTZUTZ BRANDS INC$182,5120.05%11,156CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$181,1400.05%10,165CommonNONE
09257R101BGBBLACKSTONE STRATEGIC CRED 20$131,1710.04%12,001CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$83,6090.02%10,025CommonNONE
72703X106PLPLANET LABS PBC$39,7480.01%12,344CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.