SecurityNVDA / NVIDIA Corp.
InstitutionHolistic Financial Partners
Value $ 76,000
Related 67066GAB0 / NVIDIA Corp. Bond
67066GAC8 / NVIDIA Corp. Bond 1.000%12/0

Holistic Financial Partners ownership in NVDA / NVIDIA Corp.

May 14, 2018 - Holistic Financial Partners has filed a 13F-HR form disclosing ownership of 328 shares of NVIDIA Corp. (NASDAQ:NVDA) with total holdings valued at $76,000 USD as of March 31, 2018. Holistic Financial Partners had filed a previous 13F-HR on February 09, 2018 disclosing 328 shares of NVIDIA Corp. at a value of $63,000 USD. This represents a change in shares of 0.00 percent and a change in value of 20.63 percent during the quarter.

Other investors with positions similar to Holistic Financial Partners include Mark Sheptoff Financial Planning, Llc, Intellectus Partners, LLC, Duncker Streett & Co Inc, Northern Oak Wealth Management Inc, Bedel Financial Consulting, Inc., and Enterprise Financial Services Corp.

NVIDIA Corp. has declared a standard industrial code (sic) of 3674 which is the "Semiconductors and Related Devices" industry. Holistic Financial Partners's top industries are "Home Furniture, Furnishings, And Equipment Stores" (sic 57), "Motor Freight Transportation And Warehousing" (sic 42), and "Fabricated Metal Products, Except Machinery And Transportation Equipment" (sic 34).

13F Filings

The Security, Class, and CUSIP columns in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names and cusips.

In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Form Security Class CUSIP Share
Shares Change
2018-03-31 13F-HR NVIDIA COM 67066G104 211.89 328 0.00 76 20.63 0 13 20.63
2017-12-31 13F-HR NVIDIA COM 67066G104 328 63
NVDA : NVIDIA Corporation Stock Analysis and Research Report

2017-10-11 - Asif

Starting with a focus on PC graphics, NVIDIA invented the GPU to solve some of the most complex problems in computer science. The company has extended its emphasis in recent years to the revolutionary field of AI. NVIDIA delivers value to its customers through PC, mobile and cloud architectures. Vertical integration enables it to bring together hardware, system software, programmable algorithms, libraries, systems and services to create unique value for the markets it serve. The company specialize in markets in which GPU-based visual computing and accelerated computing platforms can provide enhanced throughput for applications. NVIDIA has two reportable segments - GPU and Tegra Processor - are based on a single underlying graphics architecture. From its proprietary processors, The company have created specialized platforms that target the four large markets where its expertise is critical: Gaming, Professional Visualization, Datacenter, and Automotive. NVIDIA's GPU product brands...

CUSIP: 67066G104