RATIONAL ADVISORS, INC. Q4 2019 Filing

Filed February 6, 2020

Portfolio Value

$213.1M

Holdings

534

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (534 positions)

#StockSharesValue% PortfolioType
1
SHYISHARES TR
131,199$11.1M5.21%
2
IVVISHARES TR
22,219$7.2M3.37%
3
SPYSPDR S&P 500 ETF TR
17,933$5.8M2.71%
4
AMRNAMARIN CORP PLC
230,300$4.9M2.32%
5
VVISA INC
21,256$4.0M1.87%
6
MSFTMICROSOFT CORP
17,960$2.8M1.33%
7
MAMASTERCARD INCORPORATED
9,342$2.8M1.31%
8
EAELECTRONIC ARTS INC
25,109$2.7M1.27%
9
AGGISHARES TR
22,396$2.5M1.18%
10
SCHZSCHWAB STRATEGIC TR
47,071$2.5M1.18%
11
SPABSPDR SERIES TRUST
85,546$2.5M1.18%
12
HDHOME DEPOT INC
10,334$2.3M1.06%
13
AAPLAPPLE INC
7,531$2.2M1.04%
14
MRSHMARSH & MCLENNAN COS INC
19,709$2.2M1.03%
15
RMERESMED INC
14,046$2.2M1.02%
16
AMTAMERICAN TOWER CORP NEW
9,414$2.2M1.01%
17
PYPLPAYPAL HLDGS INC
19,358$2.1M0.98%
18
PGPROCTER & GAMBLE CO
16,100$2.0M0.94%
19
MDTMEDTRONIC PLC
17,137$1.9M0.91%
20
BABAALIBABA GROUP HLDG LTD
8,644$1.8M0.86%
21
XLNXEURXILINX INC
18,657$1.8M0.86%
22
PFFDGLOBAL X FDS
72,574$1.8M0.85%
23
AMZNAMAZON COM INC
981$1.8M0.85%
24
DISDISNEY WALT CO
12,310$1.8M0.84%
25
HYLBDBX ETF TR
35,257$1.8M0.83%
26
VMBSVANGUARD SCOTTSDALE FDS
33,321$1.8M0.83%
27
IHS MARKIT LTD
23,166$1.7M0.82%
28
EWEDWARDS LIFESCIENCES CORP
7,394$1.7M0.81%
29
TTDTHE TRADE DESK INC
6,625$1.7M0.81%
30
MNSTMONSTER BEVERAGE CORP NEW
26,679$1.7M0.80%
31
NDQINVESCO QQQ TR
7,951$1.7M0.79%
32
VRSNVERISIGN INC
8,492$1.6M0.77%
33
ORLYO REILLY AUTOMOTIVE INC NEW
3,709$1.6M0.76%
34
MTDMETTLER TOLEDO INTERNATIONAL
2,030$1.6M0.76%
35
SVXYPROSHARES TR II
24,640$1.6M0.75%
36
SPGIS&P GLOBAL INC
5,824$1.6M0.75%
37
MRKMERCK & CO INC
17,459$1.6M0.75%
38
AMEAMETEK INC NEW
15,810$1.6M0.74%
39
SEICSEI INVESTMENTS CO
23,911$1.6M0.73%
40
NEENEXTERA ENERGY INC
6,344$1.5M0.72%
41
SONYSONY CORP
22,212$1.5M0.71%
42
KKRKKR & CO INC
50,000$1.5M0.68%
43
RNGRINGCENTRAL INC
8,200$1.4M0.65%
44
SPOTSPOTIFY TECHNOLOGY S A
9,150$1.4M0.64%
45
NOWSERVICENOW INC
4,844$1.4M0.64%
46
LULULULULEMON ATHLETICA INC
5,759$1.3M0.63%
47
MCOMOODYS CORP
5,579$1.3M0.62%
48
PAYCPAYCOM SOFTWARE INC
4,990$1.3M0.62%
49
T7DTRANSDIGM GROUP INC
2,350$1.3M0.62%
50
COSTCOSTCO WHSL CORP NEW
4,437$1.3M0.61%
51
NKENIKE INC
12,772$1.3M0.61%
52
PANWPALO ALTO NETWORKS INC
5,100$1.2M0.55%
53
UNHUNITEDHEALTH GROUP INC
3,969$1.2M0.55%
54
GOOGLALPHABET INC
863$1.2M0.54%
55
IACIEURIAC INTERACTIVECORP
4,480$1.1M0.52%
56
QYLDGLOBAL X FDS
47,199$1.1M0.52%
57
VCITVANGUARD SCOTTSDALE FDS
12,070$1.1M0.52%
58
HTRBHARTFORD FDS EXCHANGE TRADE
26,449$1.1M0.50%
59
SHOPSHOPIFY INC
2,652$1.1M0.49%
60
SBUXSTARBUCKS CORP
11,995$1.1M0.49%
61
BF/BBROWN FORMAN CORP
14,416$975K0.46%
62
TWLOTWILIO INC
9,680$951K0.45%
63
MAMASTERCARD INC
3,165$945K0.44%
64
INTUINTUIT
3,529$924K0.43%
65
CLCOLGATE PALMOLIVE CO
13,318$917K0.43%
66
TJXTJX COS INC NEW
14,302$873K0.41%
67
ITWILLINOIS TOOL WKS INC
4,711$847K0.40%
68
DGDOLLAR GEN CORP NEW
5,388$840K0.39%
69
METAFACEBOOK INC
4,076$836K0.39%
70
IDXXIDEXX LABS INC
3,131$818K0.38%
71
EXPDEXPEDITORS INTL WASH INC
10,462$816K0.38%
72
MSCIMSCI INC
3,109$803K0.38%
73
ACNACCENTURE PLC IRELAND
3,798$800K0.38%
74
CDWCDW CORP
5,584$798K0.37%
75
BARCLAYS BK PLC
52,738$797K0.37%
76
CITCINTAS CORP
2,937$790K0.37%
77
BFAMBRIGHT HORIZONS FAM SOL IN D
5,250$789K0.37%
78
SHAKSHAKE SHACK INC
12,670$755K0.35%
79
PFPTPROOFPOINT INC
6,470$743K0.35%
80
RPVINVESCO EXCHANGE TRADED FD T
10,730$743K0.35%
81
MTUMISHARES TR
5,900$741K0.35%
82
IJRISHARES TR
8,783$736K0.35%
83
ELLAUDER ESTEE COS INC
3,508$725K0.34%
84
BABINVESCO EXCHNG TRADED FD TR
22,815$723K0.34%
85
ISRGINTUITIVE SURGICAL INC
1,205$713K0.33%
86
ILMNILLUMINA INC
2,120$703K0.33%
87
WMWASTE MGMT INC DEL
6,164$703K0.33%
88
PODDINSULET CORP
4,100$702K0.33%
89
CMECME GROUP INC
3,476$697K0.33%
90
MSIMOTOROLA SOLUTIONS INC
4,266$687K0.32%
91
BXBLACKSTONE GROUP INC
12,189$682K0.32%
92
LYVLIVE NATION ENTERTAINMENT IN
9,525$681K0.32%
93
SBACSBA COMMUNICATIONS CORP NEW
2,827$680K0.32%
94
ABBVABBVIE INC
7,529$666K0.31%
95
ETRENTERGY CORP NEW
5,542$664K0.31%
96
RACEFERRARI N V
3,921$649K0.30%
97
MKLMARKEL CORP
566$647K0.30%
98
IRINGERSOLL-RAND PLC
4,833$642K0.30%
99
STXSEAGATE TECHNOLOGY PLC
10,520$626K0.29%
100
SYKSTRYKER CORP
2,985$626K0.29%
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