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Lotus Asset Management LLC Portfolio
$121.5M across 47 positions as of 2026-09-30, with 84% of it in the ten largest. 2 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $27.8M | 22.9% | 39,699 |
| AAPLApple Inc | $23.2M | 19.1% | 69,770 |
| QQQMInvesco NASDAQ 100 ETF | $15.2M | 12.5% | 49,910 |
| VOOVVanguard S&P 500 Value ETF | $10.3M | 8.5% | 46,614 |
| VIGVanguard Div Appreciation ETF | $8.8M | 7.2% | 37,640 |
| SPYState Street SPDR S&P 500 ETF Trust | $5.3M | 4.3% | 6,910 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $4.3M | 3.5% | 43,935 |
| DGROiShares Core Dividend Growth ETF | $2.8M | 2.3% | 36,791 |
| VONEVANGUARD SCOTTSDALE FDS | $2.5M | 2.0% | 7,198 |
| GOOGLAlphabet Inc | $2.2M | 1.8% | 6,532 |
| MSFTMicrosoft Corp | $2.1M | 1.7% | 4,075 |
| VTVVanguard Value ETF | $1.2M | 1.0% | 5,424 |
| VEAVanguard FTSE Developed Markets ETF | $1.1M | 0.9% | 15,462 |
| QQQInvesco QQQ Trust, Series 1 | $1M | 0.8% | 1,363 |
| AMZNAmazon.com Inc | $989.5K | 0.8% | 3,971 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $954.7K | 0.8% | 2,092 |
| XLCThe Communication Services Select Sector SPDR Fund | $935.3K | 0.8% | 8,429 |
| SEAGATE TECHNOLOGY HLDNGS PL | $784K | 0.6% | 850 |
| METAMeta Platforms Inc | $595.2K | 0.5% | 821 |
| MOATVanEck Morningstar Wide Moat ETF | $562.8K | 0.5% | 5,322 |
| GLDSPDR Gold Shares | $537.3K | 0.4% | 1,410 |
| NVDANVIDIA Corp | $509.7K | 0.4% | 2,233 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $501.8K | 0.4% | 7,701 |
| VGTVanguard Information Tech ETF | $498.4K | 0.4% | 3,967 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $476.2K | 0.4% | 13,254 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $431.6K | 0.4% | 3,965 |
| RTXRTX Corp | $429.6K | 0.4% | 2,314 |
| ISHARES TR | $412.5K | 0.3% | 5,267 |
| XOMExxonmobil Holdings Corp | $404.4K | 0.3% | 2,486 |
| JPMJPMorgan Chase & Co | $390.8K | 0.3% | 1,181 |
| ETHGrayscale Ethereum Staking Mini ETF Shares | $337.2K | 0.3% | 13,228 |
| INNOVATOR ETFS TRUST | $336.7K | 0.3% | 6,877 |
| PLTRPalantir Technologies Inc | $322.7K | 0.3% | 1,725 |
| BTCGRAYSCALE BITCOIN MINI TR ET | $299.7K | 0.2% | 8,112 |
| ABBVAbbVie Inc | $289.8K | 0.2% | 1,108 |
| ROKRockwell Automation Inc | $279.2K | 0.2% | 641 |
| VVisa Inc | $268K | 0.2% | 746 |
| LLYEli Lilly and Co | $251.2K | 0.2% | 217 |
| MDYSPDR MidCap Trust Series I | $243K | 0.2% | 370 |
| XLKState Street Technology Select Sector SPDR ETF | $242.4K | 0.2% | 1,238 |
| PANWPalo Alto Networks Inc | $240.2K | 0.2% | 605 |
| WMTWalmart Inc | $232.4K | 0.2% | 2,236 |
| INNOVATOR ETFS TRUST | $221.1K | 0.2% | 4,618 |
| IVViShares Core S&P 500 ETF | $218.9K | 0.2% | 286 |
| INNOVATOR ETFS TRUST | $214.8K | 0.2% | 4,974 |
| INNOVATOR ETFS TRUST | $207.2K | 0.2% | 4,541 |
| VTIVanguard Total Stock Market ETF | $204.3K | 0.2% | 546 |
Quarter ending 2026-09-30.
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