Berkshire Hathaway, Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Financials
- Diversified Financial Services
Graphic Packaging Holding Co.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020NetSTREIT Corp.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020The Carlyle Group Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Financials
- Asset Management
NextEra Energy, Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Utilities
- Electric Utilities
First Republic Bank, San Francisco, California
United States, North AmericaAmount on swfi.com
Closed 12/31/2020Activision Blizzard
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Information Technology
- Apps and Gaming
Absolute Software Corp
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Healthcare
- Healthcare Equipment and Supplies
Artius Acquisition Inc. Class A
United States, North AmericaAmount on swfi.com
Closed 12/31/2020Walmart, Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Consumer Staples
- Food and Staples Retailing
Docusign Inc
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Information Technology
- Software
JPMorgan Chase & Co.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020United Parcel Service, Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Industrials
- Air Freight and Logistics
PG&E Corp.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Utilities
- Electric Utilities
Home Depot, Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Consumer Discretionary
- Home Improvement Retail
Johnson & Johnson
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Healthcare
- Pharmaceuticals
Penn National Gaming, Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Consumer Discretionary
- Hotels, Restaurants and Leisure
Royal Bank of Canada
Canada, North AmericaAmount on swfi.com
Closed 12/31/2020Canadian Imperial Bank of Commerce
Canada, North AmericaAmount on swfi.com
Closed 12/31/2020Vertex Pharmaceuticals Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
United States, North AmericaAmount on swfi.com
Closed 12/31/2020Apple, Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Information Technology
- Technology Hardware, Storage and Peripherals
Datadog, Inc
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Information Technology
- Software
NextEra Energy Inc
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Utilities
- Electric Utilities
Danaher Corp
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Healthcare
- Healthcare Equipment and Supplies
Aon Plc
United States, North AmericaAmount on swfi.com
Closed 12/31/2020LPL Financial Holdings Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Consumer Discretionary
- Specialty Retail
Vertex Pharmaceuticals Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Healthcare
- Pharmaceuticals
Hess Corp.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Energy
- Oil, Gas and Consumable Fuels
Bausch Health Companies Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Healthcare
- Pharmaceuticals
Teck Resources Ltd
Canada, North AmericaAmount on swfi.com
Closed 12/31/2020- Materials
- Mining and Metals
HOLICITY INC
United States, North AmericaAmount on swfi.com
Closed 12/31/2020Kinross Gold Corp.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Materials
- Mining and Metals
Public Storage
United States, North AmericaAmount on swfi.com
Closed 12/31/2020Booking Holdings Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Consumer Discretionary
- Online Travel
National General Holdings Corp
United States, North AmericaAmount on swfi.com
Closed 12/31/2020Brookfield Asset Management Inc
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Financials
- Capital Markets
MercadoLibre, Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Consumer Discretionary
- Internet Retail
Public Service Enterprise Group, Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020Seattle Genetics, Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020Comcast Corp.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Consumer Discretionary
- Media
Federal Realty Investment Trust
United States, North AmericaAmount on swfi.com
Closed 12/31/2020Dow Chemical Co.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020Marsh & McLennan Companies, Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020Express Scripts Holding Co.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Healthcare
- Healthcare Providers and Services
Ulta Salon, Cosmetics & Fragrance, Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Consumer Discretionary
- Specialty Retail
Rockwell Collins, Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Industrials
- Aerospace and Defense
Canada Goose Holdings Inc
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Consumer Discretionary
- Textiles, Apparel and Luxury Goods
Okta, Inc.
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Information Technology
- Cybersecurity
Coupa Software Incorporated
United States, North AmericaAmount on swfi.com
Closed 12/31/2020- Information Technology
- Software