Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Hayden Royal, LLC 13F Holdings -- Portfolio & Top Positions (2021-12-31)

Hayden Royal, LLC (CIK 1652035) reported $42.7M across 125 reported positions in its SEC 13F filing for 2021-12-31. Largest positions: IVW ($1.8M, 4.18%), IVE ($1.7M, 4.02%), SPY ($1.4M, 3.25%), IJT ($1.3M, 3.07%), AAPL ($1.3M, 3.03%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVWiShares S&P 500 Growth$1.8M4.18%21,335Trimmed
2IVEiShares S&P 500 Value$1.7M4.02%10,972Added
3SPYSPDR S&P 500 ETF$1.4M3.25%2,915Trimmed
4IJTiShares S&P Small-Cap 600 Growth ETF$1.3M3.07%9,451Added
5AAPLApple Inc$1.3M3.03%7,294Trimmed
6MSFTMicrosoft Corp$1.2M2.87%3,641Trimmed
7GOOGLAlphabet Inc A$1.2M2.72%401Added
8IJSiShares S&P Small-Cap 600 Value ETF$1.1M2.55%10,441Added
9AMZNAmazon.com Inc$1.1M2.47%317Added
10IVViShares Core S&P 500$862,0002.02%1,808Trimmed
11GOVTiShares US Treasury Bond$863,0002.02%32,343Trimmed
12ARKKARK Innovation ETF$852,0001.99%9,009Trimmed
13RPDRapid7 Inc$594,0001.39%5,043Trimmed
14ABBVAbbVie Inc$524,0001.23%3,873Added
15REGNRegeneron Pharmaceuticals Inc$512,0001.20%810Trimmed
16HDThe Home Depot Inc$510,0001.19%1,230Trimmed
17PANWPalo Alto Networks Inc$503,0001.18%904Trimmed
18PROTEUS SERIES FEEDER FUND I LLC SERIES 1A BUY TRADE 100000 @1$480,0001.12%479,966New
19IWFiShares Russell 1000 Growth$441,0001.03%1,442Hold
20CRMSalesforce.com Inc$435,0001.02%1,710Added
21ASGNASGN Inc$433,0001.01%3,508Trimmed
22ROKURoku Inc$416,0000.97%1,824Trimmed
23ILMNIllumina Inc$409,0000.96%1,076Added
24SPTMSPDR Port S&P 1500 Comps Stk Mkt ETF$410,0000.96%7,014Hold
25IJJiShares S&P Mid-Cap 400 Value ETF$395,0000.92%3,573Trimmed

Source: SEC Form 13F filings · as of 2021-12-31