J.Safra Asset Management Corp 13F Holdings

Holdings from the most recent 13F from J.Safra Asset Management Corp

Filed: 2025-07-28 (Q2 2025) | Holdings: 326 | Value: $1.4B | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
QQQ - INVESCO QQQ TR UNIT SER 1
Add 4% ($6.7M)
14.09%
$195.1M
+7.63%
+11.52%
XLK - SELECT SECTOR SPDR TRUST THE TECHNOLOGY SELECT SECTOR SPDR FUND
Add 4% ($6.1M)
11.18%
$154.8M
+8.26%
+14.57%
IWF - ISHARES RUSSELL 1000 GROWTH ETF
Add 5% ($6.9M)
10.83%
$149.9M
+6.58%
+11.18%
XLF - SELECT SECTOR SPDR TRUST THE FINANCIAL SELECT SECTOR SPDR FUND
Add 3% ($2.6M)
6.18%
$85.5M
+3.53%
-1.86%
XLC - SELECT SECTOR SPDR TRUST THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
Add 4% ($2.9M)
6.17%
$85.4M
+8.87%
+8.72%
MAGS - LISTED FUNDS TRUST ROUNDHILL MAGNIFICENT SEVEN ETF
Add 81% ($35.1M)
5.66%
$78.4M
+13.43%
+18.33%
AAXJ - ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND
Add 4% ($2.2M)
4.65%
$64.4M
+7.79%
+12.86%
XLE - SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY
Add 2% ($973.8K)
4.41%
$61.1M
+4.04%
+0.60%
XLV - SELECT SECTOR SPDR TRUST THE HEALTH CARE SELECT SECTOR SPDR FUND
Add 2% ($853.5K)
3.84%
$53.2M
+15.58%
+8.02%
SPY - SPDR S&P 500 ETF TRUST
3.82%
$52.9M
SDY - SPDR S&P DIVIDEND ETF
Add 1% ($596.0K)
3.51%
$48.5M
XLI - SELECT SECTOR SPDR TRUST THE INDUSTRIAL SELECT SECTOR SPDR FUND
Add 1% ($466.8K)
3.15%
$43.6M
+1.84%
+0.76%
RSP - INVESCO EXCHANGE TRADED FUND TRUST INVESCO S&P 500 EQUAL WEIGHT ETF
Add 1% ($515.9K)
3.09%
$42.8M
KIE - SPDR SER TR S&P INS ETF
Add 1% ($470.4K)
2.86%
$39.5M
+6.13%
-2.31%
SMH - VANECK ETF TR VANECK SEMICONDUCTOR ETF
Add 1% ($340.5K)
2.04%
$28.3M
PPH - VANECK ETF TR VANECK PHARMACEUTICAL ETF
Add 2% ($399.4K)
1.72%
$23.8M
XLB - SELECT SECTOR SPDR FUND SHS BEN INT MATERIALS
Add 2% ($242.8K)
1.06%
$14.7M
-0.16%
-3.43%
GLD - SPDR GOLD TR GOLD SHS
Add 4% ($403.3K)
0.86%
$11.9M
EMB - ISHARES TRUST ISHARES J P MORGAN USD EMERGING MARKETS BOND ETF
Add 5% ($416.7K)
0.69%
$9.5M
+5.85%
+5.36%
HYG - ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
Add 5% ($428.5K)
0.64%
$8.9M
NVDA - NVIDIA CORP
Add 11% ($853.1K)
0.62%
$8.6M
-1.64%
+16.35%
MSFT - MICROSOFT CORP
Add 10% ($781.6K)
0.60%
$8.3M
-6.85%
+5.22%
IYW - ISHARES U S TECHNOLOGY ETF
0.59%
$8.2M
+8.97%
+15.97%
JMST - JP MORGAN EXCHANGE TRADED FD TR ULTRA SHORT MUN INCOME ETF
New Purchase
0.33%
$4.5M
+1.06%
+0.76%
TSLA - TESLA INC COMMON STOCK
Reduce 9% $(423.0K)
0.30%
$4.1M
+40.98%
+41.76%
JAAA - JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
Add 7% ($254.9K)
0.29%
$4.0M
+1.77%
+1.24%
BIL - SPDR SERIES TRUST SPDR BLOOMBERG 1 3 MONTH T BILL ETF
Reduce 21% $(1.1M)
0.29%
$4.0M
+1.55%
+1.06%
META - META PLATFORMS INC CLASS A COMMON STOCK
Add 17% ($587.6K)
0.29%
$4.0M
-10.46%
+4.47%
AVGO - BROADCOM INC COMMON STOCK
Add 12% ($354.2K)
0.23%
$3.2M
BKLN - INVESCO EXCHANGE TRADED FD TR II SR LN ETF
Add 4% ($131.0K)
0.22%
$3.1M
+2.76%
+1.63%
GOOG - ALPHABET INC CLASS C CAPITAL STOCK
Add 21% ($473.1K)
0.20%
$2.7M
AGG - ISHARES CORE U S AGGREGATE BD ETF
Add 3% ($89.9K)
0.19%
$2.7M
+3.09%
+3.43%
LQD - ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Add 2% ($50.3K)
0.18%
$2.5M
+3.01%
+4.22%
VCSH - VANGUARD SHORT TERM CORPORATE BOND ETF
Add 2% ($51.0K)
0.18%
$2.5M
+2.27%
+1.84%
ITM - VANECK ETF TRUST VANECK INTERMEDIATE MUNI ETF
New Purchase
0.16%
$2.2M
V - VISA INC CL A COMMON STOCK
Add 10% ($183.0K)
0.14%
$2.0M
GOOGL - ALPHABET INC CLASS A COMMON STOCK
Add 2% ($35.0K)
0.13%
$1.8M
ROKU - ROKU INC CLASS A COMMON STOCK
Add 12% ($153.6K)
0.11%
$1.5M
+14.61%
+5.12%
BIZD - VANECK ETF TRUST VANECK BDC INCOME ETF
New Purchase
0.11%
$1.5M
-7.35%
-10.04%
JPM - JPMORGAN CHASE & CO
Add 4% ($61.2K)
0.10%
$1.5M
LLY - ELI LILLY & CO
Add 50% ($481.6K)
0.10%
$1.4M
+33.15%
+5.27%
TSM - TAIWAN SEMICONDUCTOR MFG CO LTD-SPONSORED ADR REPSTG 5 COM
Add 32% ($335.5K)
0.10%
$1.4M
+21.48%
+26.65%
TMUS - T MOBILE US INC
Add 19% ($195.5K)
0.09%
$1.2M
-17.71%
-9.78%
NFLX - NETFLIX INC COM
New Purchase
0.08%
$1.2M
-19.26%
-6.67%
UBER - UBER TECHNOLOGIES INC COMMON STOCK
Add 15% ($154.2K)
0.08%
$1.2M
-4.25%
+7.73%
KO - COCA COLA COMPANY (THE)
New Purchase
0.08%
$1.1M
+4.71%
+0.78%
IVV - ISHARES CORE S&P 500 ETF
New Purchase
0.08%
$1.1M
+7.14%
+8.01%
NULG - NUVEEN ESG ESG LARGE CAP GROWTH ETF
0.07%
$1.0M
-0.77%
+4.33%
SUSB - ISHARES TRUST ISHARES ESG AWARE 1 5 YR USD CORPORATE BOND ETF
0.07%
$993.2K
+2.38%
+1.96%
SRLN - SSGA ACTIVE TRUST SPDR BLACKSTONE SENIOR LOAN ETF
New Purchase
0.07%
$989.4K
+2.54%
+1.64%
ABBV - ABBVIE INC
Reduce 100%
0.00%
$0.00
IJR - ISHARES CORE S&P SMALL CAP ETF
Reduce 100%
0.00%
$0.00
XOM - EXXON MOBIL CORP
Reduce 100%
0.00%
$0.00
BSX - BOSTON SCIENTIFIC CORP
Reduce 100%
0.00%
$0.00
ORCL - ORACLE CORPORATION
Reduce 100%
0.00%
$0.00
FDIS - FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
Reduce 100%
0.00%
$0.00
XBI - SPDR SER TR S&P BIOTECH ETF
Reduce 100%
0.00%
$0.00