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JT Stratford LLC

Q3 2023 · 13F-HR

JT Stratford LLCholdings as filed

Filed 2023-11-14 · accession 0001689013-23-000005

$387.5M
Reported value
229
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921937835BNDVANGUARD BD INDEX FDS$18.4M4.75%264,031CommonNONE
464287622IWBISHARES TR$18.2M4.69%77,388CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$17.4M4.49%560,853CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$14.4M3.72%92,837CommonNONE
26922B642JUCYETF SER SOLUTIONS$10.2M2.64%422,435CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$9.3M2.39%122,138CommonNONE
78468R663BILSPDR SER TR$8.6M2.21%93,200CommonNONE
594918104MSFTMICROSOFT CORP$8.5M2.20%27,007CommonNONE
037833100AAPLAPPLE INC$7.9M2.03%45,938CommonNONE
46090E103QQQINVESCO QQQ TR$7.4M1.90%20,536CommonNONE
922020805VTIPVANGUARD MALVERN FDS$7.2M1.85%151,689CommonNONE
478160104JNJJOHNSON & JOHNSON$6.7M1.73%43,043CommonNONE
464287804IJRISHARES TR$6.7M1.72%70,805CommonNONE
46429B267GOVTISHARES TR$6.4M1.64%289,226CommonNONE
02079K305GOOGLALPHABET INC$6.0M1.54%45,569CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$5.8M1.49%81,845CommonNONE
464287200IVVISHARES TR$5.3M1.37%12,393CommonNONE
67066G104NVDANVIDIA CORPORATION$4.3M1.12%9,997CommonNONE
88160R101TSLATESLA INC$4.2M1.08%16,755CommonNONE
30303M102METAMETA PLATFORMS INC$3.9M1.00%12,876CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$3.8M0.97%86,408CommonNONE
023135106AMZNAMAZON COM INC$3.8M0.97%29,682CommonNONE
78468R101SPTSSPDR SER TR$3.6M0.92%124,200CommonNONE
78464A649SPABSPDR SER TR$3.5M0.91%145,518CommonNONE
464288281EMBISHARES TR$2.9M0.74%34,931CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.8M0.73%19,588CommonNONE
532457108LLYELI LILLY & CO$2.8M0.72%5,202CommonNONE
126650100CVSCVS HEALTH CORP$2.8M0.72%39,919CommonNONE
97717Y527USFRWISDOMTREE TR$2.7M0.71%54,470CommonNONE
78464A805SPTMSPDR SER TR$2.7M0.70%51,379CommonNONE
404280406HSBCHSBC HLDGS PLC$2.5M0.64%62,644CommonNONE
97717X669DGRWWISDOMTREE TR$2.4M0.61%37,249CommonNONE
12572Q105CMECME GROUP INC$2.3M0.60%11,678CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.3M0.60%4,605CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$2.3M0.60%25,658CommonNONE
464288646IGSBISHARES TR$2.3M0.59%46,157CommonNONE
89832Q109TFCTRUIST FINL CORP$2.3M0.58%79,044CommonNONE
91913Y100VLOVALERO ENERGY CORP$2.2M0.56%15,227CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.1M0.55%6,113CommonNONE
437076102HDHOME DEPOT INC$2.1M0.54%6,880CommonNONE
931142103WMTWALMART INC$2.1M0.53%12,859CommonNONE
49456B101KMIKINDER MORGAN INC DEL$2.0M0.53%123,051CommonNONE
247361702DALDELTA AIR LINES INC DEL$2.0M0.52%54,690CommonNONE
81762P102NOWSERVICENOW INC$2.0M0.51%3,526CommonNONE
92826C839VVISA INC$1.9M0.50%8,472CommonNONE
624756102MLIMUELLER INDS INC$1.9M0.49%25,521CommonNONE
17275R102CSCOCISCO SYS INC$1.9M0.48%34,896CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$1.9M0.48%26,291CommonNONE
00724F101ADBEADOBE INC$1.9M0.48%3,643CommonNONE
717081103PFEPFIZER INC$1.9M0.48%55,842CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.8M0.47%7,785CommonNONE
04010L103ARCCARES CAPITAL CORP$1.8M0.46%92,135CommonNONE
922908736VUGVANGUARD INDEX FDS$1.8M0.45%6,432CommonNONE
682189105ONON SEMICONDUCTOR CORP$1.8M0.45%18,842CommonNONE
56585A102MPCMARATHON PETE CORP$1.7M0.43%11,068CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1.7M0.43%15,892CommonNONE
191241108KOFCOCA-COLA FEMSA SAB DE CV$1.7M0.43%21,201CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.6M0.42%35,093CommonNONE
78464A508SPYVSPDR SER TR$1.6M0.42%39,555CommonNONE
81181C104SEAGEN INC$1.6M0.42%7,650CommonNONE
46434V613IUSBISHARES TR$1.6M0.42%37,004CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$1.6M0.41%21,316CommonNONE
464287309IVWISHARES TR$1.6M0.41%23,106CommonNONE
14149Y108CAHCARDINAL HEALTH INC$1.5M0.39%17,560CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.5M0.39%10,378CommonNONE
501044101KRKROGER CO$1.5M0.38%33,223CommonNONE
00287Y109ABBVABBVIE INC$1.5M0.38%9,916CommonNONE
30212P303EXPEEXPEDIA GROUP INC$1.5M0.38%14,301CommonNONE
038222105AMATAPPLIED MATLS INC$1.5M0.38%10,556CommonNONE
922908363VOOVANGUARD INDEX FDS$1.5M0.38%3,716CommonNONE
34959E109FTNTFORTINET INC$1.4M0.37%24,703CommonNONE
969904101WSMWILLIAMS SONOMA INC$1.4M0.37%9,311CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.4M0.37%29,900CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.4M0.37%13,819CommonNONE
11135F101AVGOBROADCOM INC$1.4M0.37%1,714CommonNONE
46434G764EMXCISHARES INC$1.4M0.37%28,500CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.4M0.35%19,959CommonNONE
670346105NUENUCOR CORP$1.4M0.35%8,782CommonNONE
925652109VICIVICI PPTYS INC$1.4M0.35%46,834CommonNONE
526057104LENLENNAR CORP$1.3M0.33%11,404CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.3M0.33%14,683CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.32%3,570CommonNONE
921937819BIVVANGUARD BD INDEX FDS$1.2M0.32%16,974CommonNONE
52468L406LVHDLEGG MASON ETF INVT$1.2M0.32%36,185CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.2M0.31%2,771CommonNONE
191216100KOCOCA COLA CO$1.2M0.31%21,688CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$1.2M0.31%1,471CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.2M0.31%13,423CommonNONE
97717X156QSIGWISDOMTREE TR$1.2M0.30%25,298CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.2M0.30%36,242CommonNONE
012653101ALBALBEMARLE CORP$1.2M0.30%6,816CommonNONE
464287242LQDISHARES TR$1.2M0.30%11,306CommonNONE
713448108PEPPEPSICO INC$1.2M0.30%6,799CommonNONE
217204106CPRTCOPART INC$1.1M0.30%26,631CommonNONE
464287440IEFISHARES TR$1.1M0.30%12,491CommonNONE
125523100CITHE CIGNA GROUP$1.1M0.29%3,923CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$1.1M0.29%9,738CommonNONE
889478103TOLTOLL BROTHERS INC$1.1M0.28%14,859CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.1M0.28%13,750CommonNONE
23331A109DHID R HORTON INC$1.0M0.26%9,508CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.0M0.26%3,135CommonNONE
20825C104COPCONOCOPHILLIPS$1.0M0.26%8,372CommonNONE
90384S303ULTAULTA BEAUTY INC$1.0M0.26%2,509CommonNONE
49271V100KDPKEURIG DR PEPPER INC$1.0M0.26%31,742CommonNONE
26884U109EPREPR PPTYS$999,6950.26%24,066CommonNONE
088606108BHPBHP GROUP LTD$987,3270.25%17,358CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$980,8900.25%6,293CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$963,0380.25%12,769CommonNONE
036752103ELVELEVANCE HEALTH INC$927,0090.24%2,129CommonNONE
512807108LRCXEURLAM RESEARCH CORP$918,8450.24%1,466CommonNONE
97717W208DHSWISDOMTREE TR$908,6280.23%11,640CommonNONE
N07059210ASMLASML HOLDING N V$905,9650.23%1,539CommonNONE
20030N101CMCSACOMCAST CORP NEW$878,7300.23%19,818CommonNONE
254709108DFSEURDISCOVER FINL SVCS$875,2230.23%10,103CommonNONE
H1467J104CBCHUBB LIMITED$866,8620.22%4,164CommonNONE
127097103CTRACOTERRA ENERGY INC$865,9250.22%32,012CommonNONE
464287101OEFISHARES TR$863,3540.22%4,303CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$863,0700.22%26,458CommonNONE
166764100CVXCHEVRON CORP NEW$860,4680.22%5,103CommonNONE
032654105ADIANALOG DEVICES INC$830,6270.21%4,744CommonNONE
926400102VSCOVICTORIAS SECRET AND CO$823,6580.21%49,380CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$823,3770.21%6,614CommonNONE
G1890L107CPRICAPRI HOLDINGS LIMITED$818,1380.21%15,551CommonNONE
46432F339QUALISHARES TR$799,1750.21%6,064CommonNONE
745867101PHMPULTE GROUP INC$789,8170.20%10,666CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$780,2100.20%1,381CommonNONE
58155Q103MCKMCKESSON CORP$773,5980.20%1,779CommonNONE
922908744VTVVANGUARD INDEX FDS$766,3390.20%5,556CommonNONE
985817105YELPYELP INC$760,3900.20%18,283CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$738,6870.19%5,583CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$737,7540.19%17,050CommonNONE
15643U104LEUCENTRUS ENERGY CORP$732,4310.19%12,904CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$731,8660.19%2,185CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$731,6600.19%10,801CommonNONE
580135101MCDMCDONALDS CORP$716,5570.18%2,720CommonNONE
922908751VBVANGUARD INDEX FDS$713,9480.18%3,776CommonNONE
427866108HSYHERSHEY CO$709,8840.18%3,548CommonNONE
548661107LOWLOWES COS INC$701,3420.18%3,374CommonNONE
52661A108DRSLEONARDO DRS INC$678,3870.18%40,622CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$657,8880.17%1,424CommonNONE
46429B697USMVISHARES TR$653,0120.17%9,022CommonNONE
842587107SOSOUTHERN CO$651,5360.17%10,067CommonNONE
025816109AXPAMERICAN EXPRESS CO$644,3600.17%4,319CommonNONE
58933Y105MRKMERCK & CO INC$640,3490.17%6,220CommonNONE
72202L371MFDXPIMCO EQUITY SER$624,4670.16%23,086CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$623,9390.16%1,525CommonNONE
97717X271DDLSWISDOMTREE TR$616,0810.16%20,140CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$600,6270.15%3,845CommonNONE
464288877EFVISHARES TR$597,9250.15%12,220CommonNONE
539830109LMTLOCKHEED MARTIN CORP$596,6730.15%1,459CommonNONE
949746101WMT2WELLS FARGO CO NEW$594,0640.15%14,539CommonNONE
254687106DISDISNEY WALT CO$592,9620.15%7,316CommonNONE
922908611VBRVANGUARD INDEX FDS$591,9990.15%3,712CommonNONE
244199105DEDEERE & CO$566,0700.15%1,500CommonNONE
97717X511AGGYWISDOMTREE TR$556,0880.14%13,396CommonNONE
G6683N103NUNU HLDGS LTD$551,9280.14%76,128CommonNONE
57636Q104MAMASTERCARD INCORPORATED$545,9600.14%1,379CommonNONE
907818108UNPUNION PAC CORP$545,1180.14%2,677CommonNONE
707569109PENNPENN ENTERTAINMENT INC$537,7190.14%23,430CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$537,7170.14%9,089CommonNONE
26210C104DBXDROPBOX INC$533,9800.14%19,610CommonNONE
64110L106NFLXNETFLIX INC$513,6620.13%1,360CommonNONE
45782C300UJANINNOVATOR ETFS TR$513,4420.13%15,765CommonNONE
464288588MBBISHARES TR$506,5150.13%5,704CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$500,0900.13%273CommonNONE
97717W604DESWISDOMTREE TR$498,0840.13%17,663CommonNONE
464287432TLTISHARES TR$491,9630.13%5,547CommonNONE
099724106BWABORGWARNER INC$488,8400.13%12,109CommonNONE
808513105SCHWSCHWAB CHARLES CORP$478,8360.12%8,722CommonNONE
060505104BACBANK AMERICA CORP$474,7140.12%17,338CommonNONE
718546104PSXPHILLIPS 66$474,4720.12%3,949CommonNONE
35473P595FLBLFRANKLIN TEMPLETON ETF TR$460,2210.12%19,136CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$455,8830.12%9,793CommonNONE
46434V860TFLOISHARES TR$442,9600.11%8,730CommonNONE
464288885EFGISHARES TR$438,9220.11%5,086CommonNONE
02209S103MOALTRIA GROUP INC$422,1820.11%10,040CommonNONE
30231G102XOMEXXON MOBIL CORP$415,5280.11%3,534CommonNONE
464287507IJHISHARES TR$399,0550.10%1,601CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$398,8490.10%289CommonNONE
00206R102TAT&T INC$392,7540.10%26,149CommonNONE
72201R833MINTPIMCO ETF TR$387,2790.10%3,867CommonNONE
963320106WHRWHIRLPOOL CORP$378,3710.10%2,830CommonNONE
464288653TLHISHARES TR$373,8320.10%3,796CommonNONE
009066101ABNBAIRBNB INC$365,1160.09%2,661CommonNONE
00508Y102AYIACUITY BRANDS INC$361,3980.09%2,122CommonNONE
45378A106IRTINDEPENDENCE RLTY TR INC$356,4920.09%25,337CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$350,5850.09%5,997CommonNONE
912318300UNITED STS NAT GAS FD LP$342,0740.09%50,084CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$340,2600.09%2,643CommonNONE
94106L109WMWASTE MGMT INC DEL$332,9290.09%2,184CommonNONE
855244109SBUXSTARBUCKS CORP$331,4930.09%3,632CommonNONE
74340W103PLDPROLOGIS INC.$327,8780.08%2,922CommonNONE
013091103ACIALBERTSONS COS INC$322,5500.08%14,178CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$322,1580.08%1,959CommonNONE
464288240ACWXISHARES TR$322,0190.08%6,850CommonNONE
747525103QCOMQUALCOMM INC$312,5230.08%2,814CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$302,9890.08%5,657CommonNONE
79466L302CRMSALESFORCE INC$300,3170.08%1,481CommonNONE
086516101BBYBEST BUY INC$296,9840.08%4,275CommonNONE
65339F101NEENEXTERA ENERGY INC$294,9860.08%5,149CommonNONE
29250N105ENBENBRIDGE INC$287,8280.07%8,672CommonNONE
464287788IYFISHARES TR$277,2100.07%3,708CommonNONE
37045V100GMGENERAL MTRS CO$274,2440.07%8,318CommonNONE
78464A409SPYGSPDR SER TR$272,4510.07%4,596CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$270,4160.07%16,901CommonNONE
892356106TSCOTRACTOR SUPPLY CO$265,7930.07%1,309CommonNONE
46434G103IEMGISHARES INC$250,7040.06%5,268CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$246,6680.06%1,505CommonNONE
458140100INTCINTEL CORP$246,5040.06%6,934CommonNONE
921937793BLVVANGUARD BD INDEX FDS$244,8740.06%3,652CommonNONE
674599105OXYOCCIDENTAL PETE CORP$242,4570.06%3,737CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$240,2900.06%2,337CommonNONE
464286525ACWVISHARES INC$238,7410.06%2,502CommonNONE
406216101HALHALLIBURTON CO$235,4670.06%5,814CommonNONE
464288760ITAISHARES TR$229,3190.06%2,164CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$228,0290.06%3,164CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$226,6440.06%5,780CommonNONE
464287226AGGISHARES TR$224,6260.06%2,389CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$221,5980.06%2,946CommonNONE
149123101CATCATERPILLAR INC$220,5840.06%808CommonNONE
02079K107GOOGALPHABET INC$220,3210.06%1,671CommonNONE
444859102HUMHUMANA INC$208,2310.05%428CommonNONE
902973304USBUS BANCORP DEL$201,7650.05%6,103CommonNONE
25470M109DISHDISH NETWORK CORPORATION$201,2030.05%34,335CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$174,8380.05%10,165CommonNONE
918090101UTZUTZ BRANDS INC$149,1400.04%11,105CommonNONE
09257R101BGBBLACKSTONE STRATEGIC CRED 20$112,9330.03%10,276CommonNONE
06759L103BBDCBARINGS BDC INC$106,5130.03%11,954CommonNONE
72703X106PLPLANET LABS PBC$38,0350.01%14,629CommonNONE

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.