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Holding35 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $273.2M 41.57% | -$37.1M Sold | — 2.0M shares | 2.3M → 2.0M −$37.1M | -11.95% | — — | Q1 2023 Held for 2y 8m | |
Packaged Foods Consumer Defensive | $153.7M 23.39% | -$63.2 Sold | 1.63% 4.9M shares | 4.9M → 4.9M −$63.2 | -0.0% | $9.4B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $100.9M 15.35% | +$3.0M Bought | — 151.5K shares | 147.0K → 151.5K +$3.0M | +3.07% | — — | Q3 2019 Held for 6y 2m | |
Drug Manufacturers - General Healthcare | $27.0M 4.11% | — | 0.007% 116.8K shares | — | — | $409.03B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $17.5M 2.67% | -$20.1K Sold | 0.007% 209.2K shares | 209.4K → 209.2K −$20.1K | -0.11% | $268.51B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $16.6M 2.52% | — | 0.002% 22.0 shares | — | — | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Medical - Devices Healthcare | $15.6M 2.38% | — | 0.007% 116.7K shares | — | — | $233.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $8.8M 1.34% | +$787.6K Bought | — 147.2K shares | 134.1K → 147.2K +$787.6K | +9.8% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $8.5M 1.3% | — | — 61.7K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Oil & Gas Integrated Energy | $7.0M 1.07% | — | 0.001% 62.5K shares | — | — | $480.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Tobacco Consumer Defensive | $5.0M 0.76% | — | 0.002% 30.8K shares | — | — | $252.48B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $3.0M 0.457% | — | 0.0% 6.0K shares | — | — | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Aerospace & Defense Industrials | $2.7M 0.417% | — | 0.001% 9.1K shares | — | — | $319.00B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $2.2M 0.331% | — | — 3.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
Tobacco Consumer Defensive | $2.0M 0.31% | — | 0.002% 30.8K shares | — | — | $110.97B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Packaged Foods Consumer Defensive | $1.9M 0.285% | — | 0.007% 22.9K shares | — | — | $28.5B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Construction Materials Basic Materials | $1.5M 0.23% | — | 0.004% 2.4K shares | — | — | $38.0B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Renewable Utilities Utilities | $1.4M 0.214% | — | 0.001% 2.3K shares | — | — | $167.39B Large Cap | Q2 2024 Held for 1y 5m | |
Food Confectioners Consumer Defensive | $1.3M 0.203% | — | 0.002% 21.3K shares | — | — | $80.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Telecommunications Services Communication Services | $1.2M 0.176% | — | 0.001% 36.8K shares | — | — | $116.01B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Tobacco Consumer Defensive | $832.9K 0.127% | — | 0.06% 14.9K shares | — | — | $1.4B Small Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $796.5K 0.121% | — | 0.0% 5.1K shares | — | — | $312.88B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Beverages - Non-Alcoholic Consumer Defensive | $708.4K 0.108% | — | 0.0% 10.7K shares | — | — | $285.42B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $687.5K 0.105% | — | 0.0% 13.3K shares | — | — | $382.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Regulated Electric Utilities | $603.9K 0.092% | — | 0.0% 8.0K shares | — | — | $155.46B Large Cap | Q4 2015 Held for 9y 11m | |
Oil & Gas Integrated Energy | $543.5K 0.083% | — | 0.001% 13.0K shares | — | — | $50.7B Large Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $413.1K 0.063% | — | — 688.0 shares | — | — | — — | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $307.4K 0.047% | — | 0.0% 1.4K shares | — | — | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
Manufacturing - Metal Fabrication Industrials | $277.5K 0.042% | — | 0.01% 5.0K shares | — | — | $2.8B Mid Cap | Q3 2020 Held for 5y 2m | |
Banks - Diversified Financial Services | $261.8K 0.04% | -$53.6K Sold | 0.0% 830.0 shares | 1.0K → 830.0 −$53.6K | -17.0% | $867.35B Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $257.5K 0.039% | — | — 2.7K shares | — | — | — — | Q1 2025 Held for 8 months | |
Medical - Healthcare Information Services Healthcare | $229.4K 0.035% | — | 0.001% 3.1K shares | — | — | $34.3B Large Cap | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $146.0K 0.022% | — | 0.026% 16.2K shares | — | — | $586.6M Small Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | - — | -$4.5M Sold | — - shares | 8.9K → 0 −$4.5M | Sold | $120.98B Large Cap | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | - — | -$229.1K Sold | — - shares | 693.0 → 0 −$229.1K | Sold | $84.6B Large Cap | Q4 2023 Held for 1y 11m |
