Logan Capital Management Inc ETFs

Logan Capital Management Inc

$2.28 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLC Select Sector Spdr Tr Communic	$0	$6,000 0.0% of portfolio	67	Q2 2024 Added 1.52%
XLY Select Sector Spdr Consumer Di	$0	$6,000 0.0% of portfolio	27	Q4 2023 New
IBDU Ishares Tr Ibonds Dec 2029 Ter	$0	$6,000 0.0% of portfolio	269	Q3 2024 New
IBTL Ishares Tr Ibonds Dec 2031 Ter	$0	$6,000 0.0% of portfolio	304	Q3 2024 New
IBTH Ishares Tr Ibonds Dec 2027 Ter	$0	$6,000 0.0% of portfolio	279	Q3 2024 New
IBTJ Ishares Tr Ibonds Dec 2029 Tre	$0	$6,000 0.0% of portfolio	286	Q3 2024 New
IBTI Ishares Tr Ibonds Dec 2028 Ter	$0	$6,000 0.0% of portfolio	289	Q4 2024 Reduced 48.58%
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$6,000 0.0% of portfolio	248	Q3 2024 New
EFAV Ishares Msci Eafe Min Vol Fact	$0	$4,000 0.0% of portfolio	66	Q4 2024 Added 1.54%
QUAL Ishares Msci Usa Quality Facto	$0	$4,000 0.0% of portfolio	23	Q4 2024 New
SPYG Spdr Portfolio	$0	$3,000 0.0% of portfolio	40	Q4 2024 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$3,000 0.0% of portfolio	14	Q4 2023 New
XLE Energy Sector Spdr	$0	$3,000 0.0% of portfolio	39	Q4 2024 Added 2.63%
XLI Industrial Sector Spdr	$0	$3,000 0.0% of portfolio	26	Q4 2024 Added 4.0%
XLP Consumer Staples Sector Spdr	$0	$3,000 0.0% of portfolio	51	Q4 2024 Added 2.0%
FQAL Fidelity Covington Tr Quality	$0	$2,000 0.0% of portfolio	36	Q4 2024 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$2,000 0.0% of portfolio	34	Q4 2024 New
IBB Ishares Biotechnology ETF	$0	$1,000 0.0% of portfolio	10	Q4 2023 New
IUSV Ishares Core S&P U.S. Value Et	$0	$1,000 0.0% of portfolio	13	Q4 2024 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$1,000 0.0% of portfolio	54	Q4 2024 New
VGIT Vanguard Intermediate Term Tre	$0	$1,000 0.0% of portfolio	18	Q4 2024 New
IAT Ishares Tr	$0	$1,000 0.0% of portfolio	37	Q4 2024 Added 2.78%
ITA Ishares Tr	$0	$1,000 0.0% of portfolio	8	Q4 2023 New
USMV Ishares Msci Usa Min Vol Facto	$0	$1,000 0.0% of portfolio	17	Q4 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$1,000 0.0% of portfolio	7	Q4 2024 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$1,000 0.0% of portfolio	93	Q4 2024 Added 2.2%
SPYV Spdr Portfolio S&P 500 Value E	$0	$1,000 0.0% of portfolio	31	Q4 2024 New
PAVE Global X Fds Us Infrastructure	$0	$1,000 0.0% of portfolio	28	Q4 2023 New
SKYY First Trust Cloud Computing Et	$0	$1,000 0.0% of portfolio	9	Q4 2023 New
KBWB Invesco ETF Tr Ii Kbw Bank ETF	$0	$1,000 0.0% of portfolio	17	Q3 2024 Added 6.25%
IJH Ishares Core S&P Mid Cap ETF	$0	$1,000 0.0% of portfolio	25	Q4 2024 New
FUTY Fidelity Covington Tr Msci Uti	$0	$1,000 0.0% of portfolio	22	Q2 2024 Added 4.76%
FDLO Fidelity Covington Tr Low Vola	$0	$0 0.0% of portfolio	3	Q4 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$0 0.0% of portfolio	10	Q4 2024 New
IFRA Ishares Tr	$0	$0 0.0% of portfolio	11	Q4 2023 New
IUSG Ishares Core S&P U.S Growth Et	$0	$0 0.0% of portfolio	4	Q4 2024 New
SCHP Schwab Strategic Us Tips ETF	$0	$0 0.0% of portfolio	16	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$0 0.0% of portfolio	0	Q4 2024 New
BNDX Vanguard Total International B	$0	$0 0.0% of portfolio	1	Q3 2024 New
XLB Select Sector Spdr Fd Material	$0	$0 0.0% of portfolio	9	Q4 2023 New
SPHQ Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	14	Q4 2024 New

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