NORDEN GROUP LLC
CIK 1990699 · Holdings on Dec 31, 2023 · First reported Feb 5, 2024
Top ten holdings
Q4 2023- STIP33.52%
- BIL17.90%
- MSFT2.49%
- VXF2.05%
- JPST1.89%
- AMZN1.84%
- AAPL1.80%
- GOOGL1.34%
- AMJ1.15%
- ADBE1.10%
Share classes counted separately65.08%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $194.74M | 33.52% | 2.21M shares | — | ↗▾ | |
| 02 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $104.01M | 17.90% | 1.43M shares | — | ↗▾ | |
| 03 | MSFTMICROSOFT CORP View history and evidence | $14.48M | 2.49% | 38.52K shares | — | ↗▾ | |
| 04 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $11.90M | 2.05% | 61.62K shares | — | ↗▾ | |
| 05 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT INC View history and evidence | $10.98M | 1.89% | 218.60K shares | — | ↗▾ | |
| 06 | AMZNAMAZON.COM INC View history and evidence | $10.71M | 1.84% | 70.50K shares | — | ↗▾ | |
| 07 | AAPLAPPLE INC View history and evidence | $10.43M | 1.80% | 54.19K shares | — | ↗▾ | |
| 08 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $7.78M | 1.34% | 55.44K shares | — | ↗▾ | |
| 09 | AMJJPMORGAN ALERIAN MLP INDEXALERIAN ML ETN View history and evidence | $6.69M | 1.15% | 39.33K shares | — | ↗▾ | |
| 10 | ADBEADOBE INC View history and evidence | $6.40M | 1.10% | 10.72K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 27
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SGOV ISHARES 0-3 MONTH TREASURY B | Non-derivative | — | — | SEC filing ↗ | |
| CWB SS SPDR BB CONV SEC ETF | Non-derivative | — | — | SEC filing ↗ | |
| XHLF BONDBLOXX BBG 6 MTH US TREAS | Non-derivative | — | — | SEC filing ↗ |
3 / 27 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1990699 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Feb 5, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 581039040
}Research all 277 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.