Wd Rutherford LLC Top Holdings and 13F Report (2024) → Automatic Income (from home) (From Awesomely, LLC) (Ad) About Wd Rutherford LLCInvestment ActivityWd Rutherford LLC has $193.22 million in total holdings as of March 31, 2024.Wd Rutherford LLC owns shares of 94 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 8.65% of the portfolio was purchased this quarter.About 3.62% of the portfolio was sold this quarter.This quarter, Wd Rutherford LLC has purchased 71 new stocks and bought additional shares in 29 stocks.Wd Rutherford LLC sold shares of 36 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $13,373,592Microsoft $7,559,918Advanced Micro Devices $6,013,205Apple $5,924,291CrowdStrike $5,624,110 Largest New Holdings this Quarter Meta Platforms $982,328 HoldingSnowflake $682,760 HoldingAlign Technology $609,603 HoldingPepsiCo $504,029 HoldingD.R. Horton $487,891 Holding Largest Purchases this Quarter Cooper Companies 29,630 shares (about $3.01M)Netflix 3,007 shares (about $1.83M)Casey's General Stores 3,236 shares (about $1.03M)Meta Platforms 2,023 shares (about $982.33K)Public Storage 3,156 shares (about $915.43K) Largest Sales this Quarter NVIDIA 3,433 shares (about $3.10M)Advanced Micro Devices 4,252 shares (about $767.44K)Arista Networks 2,005 shares (about $581.41K)CrowdStrike 963 shares (about $308.73K)JPMorgan Chase & Co. 1,483 shares (about $297.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWd Rutherford LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$13,373,592$3,101,922 ▼-18.8%14,8016.9%Computer and TechnologyMSFTMicrosoft$7,559,918$106,021 ▼-1.4%17,9693.9%Computer and TechnologyAMDAdvanced Micro Devices$6,013,205$767,444 ▼-11.3%33,3163.1%Computer and TechnologyAAPLApple$5,924,291$20,578 ▼-0.3%34,5483.1%Computer and TechnologyCRWDCrowdStrike$5,624,110$308,728 ▼-5.2%17,5432.9%Computer and TechnologyCOSTCostco Wholesale$5,136,469$194,880 ▼-3.7%7,0112.7%Retail/WholesaleAMZNAmazon.com$4,975,061$76,662 ▼-1.5%27,5812.6%Retail/WholesaleGOOGLAlphabet$4,884,095$26,715 ▲0.5%32,3602.5%Computer and TechnologyJPMJPMorgan Chase & Co.$4,742,703$297,045 ▼-5.9%23,6782.5%FinanceHDHome Depot$4,450,527$155,358 ▲3.6%11,6022.3%Retail/WholesaleANETArista Networks$4,356,080$581,410 ▼-11.8%15,0222.3%Computer and TechnologyVVisa$4,325,461$31,536 ▼-0.7%15,4992.2%Business ServicesTMOThermo Fisher Scientific$4,291,073$93,575 ▲2.2%7,3832.2%MedicalCRMSalesforce$4,233,085$193,659 ▼-4.4%14,0552.2%Computer and TechnologyMAMastercard$4,091,900$50,565 ▼-1.2%8,4972.1%Business ServicesADBEAdobe$3,994,414$70,644 ▼-1.7%7,9162.1%Computer and TechnologyCRLCharles River Laboratories International$3,946,116$41,997 ▼-1.1%14,5642.0%MedicalCooper Companies$3,932,184$3,006,260 ▲324.7%38,7562.0%COMTMUST-Mobile US$3,917,770$34,276 ▼-0.9%24,0032.0%Computer and TechnologyEWEdwards Lifesciences$3,889,292$98,427 ▲2.6%40,7002.0%MedicalNOWServiceNow$3,875,279$31,258 ▲0.8%5,0832.0%Computer and TechnologyUSBU.S. Bancorp$3,735,132$270,882 ▲7.8%83,5601.9%FinanceCVXChevron$3,721,244$303,019 ▲8.9%23,5911.9%Oils/EnergyCHDChurch & Dwight$3,691,009$14,603 ▲0.4%35,3851.9%Consumer StaplesIDXXIDEXX Laboratories$3,303,292$18,898 ▼-0.6%6,1181.7%MedicalHONHoneywell International$3,291,800$209,971 ▲6.8%16,0381.7%Multi-Sector ConglomeratesISRGIntuitive Surgical$3,237,019$115,736 ▼-3.5%8,1111.7%MedicalPANWPalo Alto Networks$3,093,607$162,522 ▼-5.0%10,8881.6%Computer and TechnologyNFLXNetflix$3,028,755$1,826,241 ▲151.9%4,9871.6%Consumer DiscretionarySYKStryker$3,006,108$8,947 ▼-0.3%8,4001.6%MedicalSTZConstellation Brands$2,780,377$33,155 ▼-1.2%10,2311.4%Consumer StaplesHALHalliburton$2,733,777$211,488 ▲8.4%69,3501.4%Oils/EnergyELFe.l.f. Beauty$2,654,638$257,191 ▲10.7%13,5421.4%Consumer StaplesLULULululemon Athletica$2,488,050$12,891 ▼-0.5%6,3691.3%Consumer DiscretionaryNKENIKE$2,371,585$50,749 ▼-2.1%25,2351.2%Consumer DiscretionaryFTNTFortinet$2,277,114$1,025 ▼0.0%33,3351.2%Computer and TechnologyCMCSAComcast$2,213,841$193,341 ▲9.6%51,0691.1%Consumer DiscretionaryULTAUlta Beauty$2,213,351$884,190 ▲66.5%4,2331.1%Retail/WholesaleSPGIS&P Global$2,157,032$25,527 ▼-1.2%5,0701.1%Business ServicesCASYCasey's General Stores$2,062,282$1,030,504 ▲99.9%6,4761.1%Retail/WholesaleUNPUnion Pacific$2,054,253$126,900 ▲6.6%8,3531.1%TransportationMCKMcKesson$1,881,659$84,285 ▼-4.3%3,5051.0%MedicalCMICummins$1,559,288$872,164 ▲126.9%5,2920.8%Auto/Tires/TrucksCATCaterpillar$1,513,356$23,818 ▼-1.5%4,1300.8%Industrial ProductsCMGChipotle Mexican Grill$1,398,156$26,161 ▼-1.8%4810.7%Retail/WholesalePSAPublic Storage$1,368,213$915,429 ▲202.2%4,7170.7%FinanceNEENextEra Energy$1,326,452$91,072 ▲7.4%20,7550.7%UtilitiesABTAbbott Laboratories$1,312,546$65,923 ▲5.3%11,5480.7%MedicalDEDeere & Company$1,293,420$62,022 ▼-4.6%3,1490.7%Industrial ProductsMCDMcDonald's$1,137,668$235,428 ▲26.1%4,0350.6%Retail/WholesaleUNHUnitedHealth Group$1,080,920$14,841 ▼-1.4%2,1850.6%MedicalMETAMeta Platforms$982,328$982,328 ▲New Holding2,0230.5%Computer and TechnologyLRCXLam Research$920,077$82,583 ▼-8.2%9470.5%Computer and TechnologyGOOGAlphabet$868,948$12,942 ▼-1.5%5,7070.4%Computer and TechnologyORLYO'Reilly Automotive$821,825$152,399 ▲22.8%7280.4%Retail/WholesaleSLBSchlumberger$735,276$160,593 ▲27.9%13,4150.4%Oils/EnergySNOWSnowflake$682,760$682,760 ▲New Holding4,2250.4%Computer and TechnologyCDNSCadence Design Systems$660,2250.0%2,1210.3%Computer and TechnologyGEGeneral Electric$659,115$60,558 ▼-8.4%3,7550.3%TransportationSTESTERIS$616,0070.0%2,7400.3%MedicalALGNAlign Technology$609,603$609,603 ▲New Holding1,8590.3%MedicalURIUnited Rentals$597,079$113,214 ▼-15.9%8280.3%ConstructionAMATApplied Materials$587,962$301,096 ▲105.0%2,8510.3%Computer and TechnologyGEHCGE HealthCare Technologies$553,1870.0%6,0850.3%MedicalAMTAmerican Tower$521,2420.0%2,6380.3%FinanceTJXTJX Companies$509,636$186,613 ▲57.8%5,0250.3%Retail/WholesalePEPPepsiCo$504,029$504,029 ▲New Holding2,8800.3%Consumer StaplesDHID.R. Horton$487,891$487,891 ▲New Holding2,9650.3%ConstructionMRVLMarvell Technology$458,239$74,424 ▲19.4%6,4650.2%Business ServicesTSCOTractor Supply$433,147$94,219 ▼-17.9%1,6550.2%Retail/WholesaleDGXQuest Diagnostics$386,019$33,943 ▲9.6%2,9000.2%MedicalRTXRTX$357,935$3,414 ▲1.0%3,6700.2%AerospaceGSThe Goldman Sachs Group$357,125$6,265 ▼-1.7%8550.2%FinanceNXPINXP Semiconductors$299,8020.0%1,2100.2%Computer and TechnologyMDTMedtronic$272,780$272,780 ▲New Holding3,1300.1%MedicalANSSANSYS$257,5930.0%7420.1%Computer and TechnologyORCLOracle$222,958$222,958 ▲New Holding1,7750.1%Computer and TechnologyLWLamb Weston$205,603$115,052 ▼-35.9%1,9300.1%Consumer StaplesLLYEli Lilly and Company$186,710$186,710 ▲New Holding2400.1%MedicalAZOAutoZone$144,976$144,976 ▲New Holding460.1%Retail/WholesaleFNDFloor & Decor$124,694$124,694 ▲New Holding9620.1%ConstructionMUSAMurphy USA$121,568$121,568 ▲New Holding2900.1%Oils/EnergyMSMorgan Stanley$106,872$106,872 ▲New Holding1,1350.1%FinanceTSMTaiwan Semiconductor Manufacturing$83,671$83,671 ▲New Holding6150.0%Computer and TechnologySCHWCharles Schwab$66,915$66,915 ▲New Holding9250.0%FinanceWMWaste Management$61,387$61,387 ▲New Holding2880.0%Business ServicesONONON$52,009$52,009 ▲New Holding1,4700.0%Consumer DiscretionarySNPSSynopsys$40,005$40,005 ▲New Holding700.0%Computer and TechnologyASMLASML$29,114$29,114 ▲New Holding300.0%Computer and TechnologyGPCGenuine Parts$26,338$26,338 ▲New Holding1700.0%Auto/Tires/TrucksLADLithia Motors$24,069$24,069 ▲New Holding800.0%Retail/WholesaleFIVEFive Below$22,673$22,673 ▲New Holding1250.0%Retail/WholesaleFTREFortrea$18,665$18,665 ▲New Holding4650.0%MedicalLENLennar$16,338$16,338 ▲New Holding950.0%ConstructionShowing largest 100 holdings. 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