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Holding32 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $13.1M 14.54% | — | — 19.6K shares | — | — | — — | Q3 2021 Held for 4y 2m | |
Software - Infrastructure Technology | $10.3M 11.47% | — | 0.0% 19.9K shares | — | — | $3.85T Mega Cap | Q3 2021 Held for 4y 2m | |
Semiconductors Technology | $10.1M 11.2% | +$3.8M Bought | 0.0% 53.9K shares | 33.5K → 53.9K +$3.8M | +60.88% | $4.54T Mega Cap | Q3 2024 Held for 1y 2m | |
Consumer Electronics Technology | $9.6M 10.7% | -$514.9K Sold | 0.0% 37.7K shares | 39.8K → 37.7K −$514.9K | -5.08% | $3.78T Mega Cap | Q3 2021 Held for 4y 2m | |
Internet Content & Information Communication Services | $6.5M 7.28% | — | 0.0% 26.9K shares | — | — | $2.95T Mega Cap | Q3 2022 Held for 3y 2m | |
Specialty Retail Consumer Cyclical | $5.1M 5.66% | — | 0.0% 23.1K shares | — | — | $2.34T Mega Cap | Q2 2022 Held for 3y 5m | |
Semiconductors Technology | $4.2M 4.73% | — | 0.0% 12.9K shares | — | — | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.6M 4.02% | — | — 26.2K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.5M 3.89% | — | — 27.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $2.5M 2.78% | — | 0.001% 13.5K shares | — | — | $446.55B Mega Cap | Q3 2021 Held for 4y 2m | |
Discount Stores Consumer Defensive | $2.5M 2.75% | — | 0.0% 24.0K shares | — | — | $821.68B Mega Cap | Q1 2024 Held for 1y 8m | |
Education & Training Services Consumer Defensive | $2.3M 2.52% | — | 0.037% 10.3K shares | — | — | $6.2B Mid Cap | Q4 2022 Held for 2y 11m | |
Insurance - Life Financial Services | $1.9M 2.15% | — | 0.004% 23.5K shares | — | — | $54.8B Large Cap | Q3 2021 Held for 4y 2m | |
Semiconductors Technology | $1.6M 1.79% | — | 0.001% 12.0K shares | — | — | $168.85B Large Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $1.6M 1.78% | — | 0.001% 21.1K shares | — | — | $155.46B Large Cap | Q3 2021 Held for 4y 2m | |
Banks - Regional Financial Services | $1.4M 1.58% | — | 0.018% 23.8K shares | — | — | $8.0B Mid Cap | Q3 2021 Held for 4y 2m | |
Oil & Gas Integrated Energy | $1.3M 1.4% | — | 0.0% 11.1K shares | — | — | $480.68B Mega Cap | Q2 2025 Held for 5 months | |
Auto - Dealerships Consumer Cyclical | $1.2M 1.33% | — | 0.003% 26.5K shares | — | — | $43.5B Large Cap | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $1.1M 1.28% | — | 0.001% 13.6K shares | — | — | $209.64B Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $1.0M 1.14% | — | — 20.4K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Communication Equipment Technology | $994.7K 1.11% | — | 0.0% 14.5K shares | — | — | $270.48B Mega Cap | Q3 2021 Held for 4y 2m | |
Insurance - Life Financial Services | $809.8K 0.902% | — | 0.006% 10.4K shares | — | — | $13.2B Large Cap | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $778.3K 0.867% | — | — 12.0K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Asset Management Financial Services | $603.1K 0.672% | — | 0.015% 11.6K shares | — | — | $4.0B Mid Cap | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - General Healthcare | $490.4K 0.546% | +$490.4K New | 0.0% 19.2K shares | 0 → 19.2K +$490.4K | New | $144.87B Large Cap | Q3 2025 Held for 2 months | |
REIT - Mortgage Real Estate | $400.4K 0.446% | +$78.2K Bought | 0.003% 19.2K shares | 15.4K → 19.2K +$78.2K | +24.27% | $13.0B Large Cap | Q4 2024 Held for 11 months | |
Renewable Utilities Utilities | $318.4K 0.355% | — | 0.01% 11.3K shares | — | — | $3.3B Mid Cap | Q4 2024 Held for 11 months | |
ETF ETF | $303.4K 0.338% | +$6.0K Bought | — 15.2K shares | 14.9K → 15.2K +$6.0K | +2.0% | — — | Q3 2021 Held for 4y 2m | |
Packaged Foods Consumer Defensive | $261.4K 0.291% | — | 0.001% 10.0K shares | — | — | $30.8B Large Cap | Q3 2021 Held for 4y 2m | |
Auto - Manufacturers Consumer Cyclical | $218.9K 0.244% | +$218.9K New | 0.0% 18.3K shares | 0 → 18.3K +$218.9K | New | $47.6B Large Cap | Q3 2025 Held for 2 months | |
Oil & Gas Exploration & Production Energy | $218.4K 0.243% | — | 0.002% 17.1K shares | — | — | $9.5B Mid Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | - — | -$360.0K Sold | — - shares | 16.1K → 0 −$360.0K | Sold | $98.4B Large Cap | Q2 2025 Held for 5 months |
