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Holding41 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Drug Manufacturers - General Healthcare | $16.8M 8.21% | -$286.9K Sold | 0.002% 22.0K shares | 22.3K → 22.0K −$286.9K | -1.68% | $684.00B Mega Cap | Q4 2019 Held for 6 years | |
Software - Infrastructure Technology | $16.2M 7.95% | -$503.4K Sold | 0.0% 31.3K shares | 32.3K → 31.3K −$503.4K | -3.01% | $3.85T Mega Cap | Q4 2019 Held for 6 years | |
Internet Content & Information Communication Services | $15.9M 7.82% | -$467.6K Sold | 0.001% 65.5K shares | 67.4K → 65.5K −$467.6K | -2.85% | $2.95T Mega Cap | Q4 2019 Held for 6 years | |
Consumer Electronics Technology | $15.0M 7.37% | -$177.7K Sold | 0.0% 59.1K shares | 59.8K → 59.1K −$177.7K | -1.17% | $3.78T Mega Cap | Q4 2019 Held for 6 years | |
Banks - Diversified Financial Services | $12.8M 6.28% | -$179.2K Sold | 0.001% 40.6K shares | 41.2K → 40.6K −$179.2K | -1.38% | $867.35B Mega Cap | Q4 2019 Held for 6 years | |
Specialty Retail Consumer Cyclical | $11.9M 5.85% | -$121.2K Sold | 0.001% 54.3K shares | 54.9K → 54.3K −$121.2K | -1.01% | $2.34T Mega Cap | Q4 2019 Held for 6 years | |
Insurance - Diversified Financial Services | $11.2M 5.51% | -$26.6K Sold | 0.001% 22.3K shares | 22.4K → 22.3K −$26.6K | -0.24% | $1.08T Mega Cap | Q4 2019 Held for 6 years | |
Financial - Credit Services Financial Services | $10.4M 5.11% | -$33.1K Sold | 0.002% 30.5K shares | 30.6K → 30.5K −$33.1K | -0.32% | $662.60B Mega Cap | Q4 2019 Held for 6 years | |
Home Improvement Consumer Cyclical | $8.5M 4.15% | -$31.2K Sold | 0.002% 20.9K shares | 21.0K → 20.9K −$31.2K | -0.37% | $403.32B Mega Cap | Q4 2019 Held for 6 years | |
Regulated Electric Utilities | $8.2M 4.0% | -$42.8K Sold | 0.008% 86.1K shares | 86.5K → 86.1K −$42.8K | -0.52% | $104.25B Large Cap | Q4 2019 Held for 6 years | |
Discount Stores Consumer Defensive | $6.7M 3.27% | -$227.7K Sold | 0.002% 7.2K shares | 7.5K → 7.2K −$227.7K | -3.3% | $410.27B Mega Cap | Q4 2019 Held for 6 years | |
Medical - Devices Healthcare | $6.6M 3.24% | -$102.8K Sold | 0.005% 17.9K shares | 18.2K → 17.9K −$102.8K | -1.53% | $141.33B Large Cap | Q4 2019 Held for 6 years | |
Unknown Unknown | $6.6M 3.23% | -$28.1K Sold | — 6.8K shares | 6.8K → 6.8K −$28.1K | -0.42% | — — | Q1 2025 Held for 9 months | |
Drug Manufacturers - General Healthcare | $6.0M 2.96% | -$109.8K Sold | 0.001% 32.6K shares | 33.2K → 32.6K −$109.8K | -1.78% | $446.55B Mega Cap | Q4 2019 Held for 6 years | |
Aerospace & Defense Industrials | $6.0M 2.95% | -$55.9K Sold | 0.003% 36.0K shares | 36.3K → 36.0K −$55.9K | -0.92% | $223.98B Mega Cap | Q2 2020 Held for 5y 6m | |
Aerospace & Defense Industrials | $5.8M 2.82% | -$117.8K Sold | 0.005% 11.5K shares | 11.8K → 11.5K −$117.8K | -2.01% | $116.55B Large Cap | Q4 2019 Held for 6 years | |
REIT - Office Real Estate | $5.7M 2.77% | -$26.8K Sold | 0.01% 32.7K shares | 32.9K → 32.7K −$26.8K | -0.47% | $59.0B Large Cap | Q1 2023 Held for 2y 9m | |
Industrial - Machinery Industrials | $5.6M 2.73% | -$157.2K Sold | 0.007% 21.4K shares | 22.0K → 21.4K −$157.2K | -2.74% | $76.0B Large Cap | Q1 2020 Held for 5y 9m | |
Medical - Healthcare Plans Healthcare | $5.4M 2.64% | -$30.0K Sold | 0.002% 15.6K shares | 15.7K → 15.6K −$30.0K | -0.55% | $312.73B Mega Cap | Q4 2019 Held for 6 years | |
Household & Personal Products Consumer Defensive | $5.3M 2.61% | -$63.9K Sold | 0.001% 34.7K shares | 35.1K → 34.7K −$63.9K | -1.19% | $359.62B Mega Cap | Q4 2019 Held for 6 years | |
Banks - Regional Financial Services | $4.3M 2.09% | -$28.5K Sold | 0.005% 21.2K shares | 21.3K → 21.2K −$28.5K | -0.67% | $79.1B Large Cap | Q2 2023 Held for 2y 6m | |
Asset Management Financial Services | $3.6M 1.77% | -$9.3K Sold | 0.002% 3.1K shares | 3.1K → 3.1K −$9.3K | -0.26% | $180.54B Large Cap | Q4 2019 Held for 6 years | |
Renewable Utilities Utilities | $2.4M 1.16% | +$1.9M Bought | 0.002% 7.2K shares | 1.4K → 7.2K +$1.9M | +402.03% | $102.80B Large Cap | Q4 2024 Held for 1 year | |
Regulated Electric Utilities | $926.7K 0.454% | — | 0.002% 11.5K shares | — | — | $47.7B Large Cap | Q4 2019 Held for 6 years | |
Insurance - Diversified Financial Services | $754.2K 0.37% | — | 0.0% 1.0 shares | — | — | $1.08T Mega Cap | Q2 2024 Held for 1y 6m | |
Railroads Industrials | $698.1K 0.342% | +$90.6K Bought | 0.001% 19.7K shares | 17.1K → 19.7K +$90.6K | +14.9% | $66.2B Large Cap | Q1 2023 Held for 2y 9m | |
Financial - Data & Stock Exchanges Financial Services | $524.1K 0.257% | -$71.5K Sold | 0.001% 1.1K shares | 1.3K → 1.1K −$71.5K | -12.0% | $85.5B Large Cap | Q1 2024 Held for 1y 9m | |
Oil & Gas Midstream Energy | $505.3K 0.248% | -$12.7K Sold | 0.001% 17.9K shares | 18.3K → 17.9K −$12.7K | -2.46% | $62.9B Large Cap | Q4 2022 Held for 3 years | |
Banks - Regional Financial Services | $481.9K 0.236% | — | 0.001% 10.0K shares | — | — | $75.2B Large Cap | Q4 2019 Held for 6 years | |
Semiconductors Technology | $362.3K 0.178% | — | 0.0% 1.9K shares | — | — | $4.54T Mega Cap | Q2 2024 Held for 1y 6m | |
Internet Content & Information Communication Services | $322.1K 0.158% | -$6.1K Sold | 0.0% 1.3K shares | 1.4K → 1.3K −$6.1K | -1.85% | $2.95T Mega Cap | Q4 2023 Held for 2 years | |
Software - Infrastructure Technology | $322.1K 0.158% | -$2.1M Sold | 0.0% 913.0 shares | 6.8K → 913.0 −$2.1M | -86.48% | $147.66B Large Cap | Q4 2019 Held for 6 years | |
Unknown Unknown | $321.9K 0.158% | — | 0.005% 1.6K shares | — | — | $6.6B Mid Cap | Q2 2025 Held for 6 months | |
Oil & Gas Refining & Marketing Energy | $320.9K 0.157% | — | 0.001% 2.4K shares | — | — | $55.0B Large Cap | Q2 2025 Held for 6 months | |
Regulated Electric Utilities | $315.0K 0.154% | — | 0.001% 2.8K shares | — | — | $60.2B Large Cap | Q4 2019 Held for 6 years | |
Drug Manufacturers - General Healthcare | $288.0K 0.141% | — | 0.0% 1.2K shares | — | — | $409.03B Mega Cap | Q3 2024 Held for 1y 3m | |
Software - Infrastructure Technology | $277.0K 0.136% | -$21.1K Sold | 0.0% 985.0 shares | 1.1K → 985.0 −$21.1K | -7.08% | $801.76B Mega Cap | Q2 2025 Held for 6 months | |
ETF ETF | $263.8K 0.129% | +$263.8K Bought | — 5.4K shares | — | — | — — | Q3 2025 Held for 3 months | |
ETF ETF | $233.0K 0.114% | — | — 700.0 shares | — | — | — — | Q4 2019 Held for 6 years | |
ETF ETF | $220.1K 0.108% | +$220.1K Bought | — 2.6K shares | — | — | — — | Q3 2025 Held for 3 months | |
Internet Content & Information Communication Services | - — | -$417.0K Sold | — - shares | 565.0 → 0 −$417.0K | Sold | $1.79T Mega Cap | Q1 2024 Held for 1y 9m |
