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Holding39 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $63.8M 43.36% | +$567.3K Bought | — 1.7M shares | 1.6M → 1.7M +$567.3K | +0.9% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $33.5M 22.79% | +$700.5K Bought | — 922.5K shares | 903.3K → 922.5K +$700.5K | +2.13% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $12.8M 8.7% | +$263.6K Bought | — 406.1K shares | 397.8K → 406.1K +$263.6K | +2.1% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $8.6M 5.85% | +$8.6M New | — 178.5K shares | 0 → 178.5K +$8.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $6.8M 4.65% | — | — 149.6K shares | — | — | — — | Q1 2022 Held for 3y 8m | |
Semiconductors Technology | $3.3M 2.21% | +$1.1K Bought | 0.002% 3.0K shares | 3.0K → 3.0K +$1.1K | +0.03% | $142.03B Large Cap | Q3 2023 Held for 2y 2m | |
Banks - Regional Financial Services | $1.9M 1.32% | — | 0.134% 43.7K shares | — | — | $1.4B Small Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.6M 1.09% | -$10.3K Sold | — 26.7K shares | 26.8K → 26.7K −$10.3K | -0.64% | — — | Q1 2022 Held for 3y 8m | |
Consumer Electronics Technology | $1.4M 0.929% | -$5.9K Sold | 0.0% 5.4K shares | 5.4K → 5.4K −$5.9K | -0.43% | $3.78T Mega Cap | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $1.3M 0.87% | — | — 3.6K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $1.1M 0.764% | -$20.2K Sold | 0.0% 2.2K shares | 2.2K → 2.2K −$20.2K | -1.77% | $3.85T Mega Cap | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $918.8K 0.624% | -$14.0K Sold | 0.0% 1.3K shares | 1.3K → 1.3K −$14.0K | -1.5% | $1.84T Mega Cap | Q3 2023 Held for 2y 2m | |
Insurance - Brokers Financial Services | $863.9K 0.587% | +$863.9K New | 0.001% 2.8K shares | 0 → 2.8K +$863.9K | New | $79.4B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $830.6K 0.565% | -$3.6K Sold | — 2.5K shares | 2.5K → 2.5K −$3.6K | -0.43% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $729.4K 0.496% | — | — 1.1K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $711.3K 0.483% | -$17.9K Sold | — 9.0K shares | 9.2K → 9.0K −$17.9K | -2.46% | — — | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $690.2K 0.469% | +$1.2K Bought | 0.0% 2.8K shares | 2.8K → 2.8K +$1.2K | +0.18% | $2.95T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $584.8K 0.397% | — | — 18.2K shares | — | — | — — | Q2 2022 Held for 3y 5m | |
Semiconductors Technology | $551.9K 0.375% | +$2.8K Bought | 0.0% 3.0K shares | 2.9K → 3.0K +$2.8K | +0.51% | $4.54T Mega Cap | Q3 2024 Held for 1y 2m | |
Agricultural - Machinery Industrials | $537.5K 0.365% | +$95.9K Bought | 0.0% 1.1K shares | 926.0 → 1.1K +$95.9K | +21.71% | $223.53B Mega Cap | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $502.2K 0.341% | -$3.0K Sold | 0.0% 999.0 shares | 1.0K → 999.0 −$3.0K | -0.6% | $1.08T Mega Cap | Q3 2023 Held for 2y 2m | |
Apparel - Retail Consumer Cyclical | $476.7K 0.324% | +$476.7K New | 3.69% 101.4K shares | 0 → 101.4K +$476.7K | New | $12.9M Nano Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $474.9K 0.323% | -$108.3 Sold | 0.004% 17.5K shares | 17.5K → 17.5K −$108.3 | -0.02% | $12.8B Large Cap | Q1 2022 Held for 3y 8m | |
Regulated Electric Utilities | $464.1K 0.315% | +$45.2 Bought | 0.001% 30.8K shares | 30.8K → 30.8K +$45.2 | +0.01% | $33.1B Large Cap | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $415.6K 0.283% | — | 0.0% 1.9K shares | — | — | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $373.4K 0.254% | +$133.3K Bought | — 622.0 shares | 400.0 → 622.0 +$133.3K | +55.5% | — — | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $342.8K 0.233% | +$342.8K New | 0.048% 29.5K shares | 0 → 29.5K +$342.8K | New | $716.1M Small Cap | Q3 2025 Held for 2 months | |
ETF ETF | $294.2K 0.2% | +$10.2K Bought | — 9.4K shares | 9.1K → 9.4K +$10.2K | +3.58% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $287.0K 0.195% | — | — 4.9K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $258.2K 0.175% | +$258.2K New | — 3.6K shares | 0 → 3.6K +$258.2K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $251.4K 0.171% | -$3.5K Sold | — 4.6K shares | 4.7K → 4.6K −$3.5K | -1.38% | — — | Q1 2022 Held for 3y 8m | |
Financial - Credit Services Financial Services | $220.4K 0.15% | -$1.9K Sold | 0.0% 1.0K shares | 1.0K → 1.0K −$1.9K | -0.86% | $135.95B Large Cap | Q2 2025 Held for 5 months | |
Auto - Manufacturers Consumer Cyclical | $210.8K 0.143% | +$210.8K New | 0.0% 474.0 shares | 0 → 474.0 +$210.8K | New | $1.48T Mega Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | - — | -$153.1K Sold | — - shares | 236.8K → 0 −$153.1K | Sold | $20.1M Nano Cap | Q4 2024 Held for 11 months | |
Restaurants Consumer Cyclical | - — | -$211.9K Sold | — - shares | 972.0 → 0 −$211.9K | Sold | $25.8B Large Cap | Q1 2025 Held for 8 months | |
Real Estate - Services Real Estate | - — | -$73.2K Sold | — - shares | 137.4K → 0 −$73.2K | Sold | $400.9M Small Cap | Q3 2024 Held for 1y 2m | |
Residential Construction Consumer Cyclical | - — | -$313.4K Sold | — - shares | 5.0K → 0 −$313.4K | Sold | $3.7B Mid Cap | Q2 2025 Held for 5 months | |
Industrial Materials Basic Materials | - — | -$324.0K Sold | — - shares | 200.0K → 0 −$324.0K | Sold | $115.7M Micro Cap | Q1 2025 Held for 8 months | |
Industrial - Distribution Industrials | - — | -$236.0K Sold | — - shares | 1.1K → 0 −$236.0K | Sold | $44.0B Large Cap | Q1 2023 Held for 2y 8m |
