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Holding25 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Banks - Diversified Financial Services | $4.9M 27.37% | +$421.7 Bought | 0.001% 23.0K shares | 23.0K → 23.0K +$421.7 | +0.01% | $867.35B Mega Cap | Q1 2023 Held for 2y 8m | |
Financial - Credit Services Financial Services | $2.3M 13.01% | +$2.3M New | 0.001% 8.5K shares | 0 → 8.5K +$2.3M | New | $231.14B Mega Cap | Q1 2024 Held for 1y 8m | |
Banks - Regional Financial Services | $1.5M 8.56% | +$184.9 Bought | 0.002% 8.2K shares | 8.2K → 8.2K +$184.9 | +0.01% | $79.1B Large Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $1.5M 8.55% | — | 0.0% 2.6K shares | — | — | $1.84T Mega Cap | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $1.3M 7.49% | — | 0.001% 7.8K shares | — | — | $137.82B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.2M 6.59% | +$976.1 Bought | — 2.4K shares | 2.4K → 2.4K +$976.1 | +0.08% | — — | Q4 2022 Held for 2y 11m | |
Medical - Care Facilities Healthcare | $1.0M 5.73% | — | 0.001% 2.5K shares | — | — | $99.7B Large Cap | Q3 2023 Held for 2y 2m | |
Financial - Capital Markets Financial Services | $792.2K 4.47% | +$792.2K New | 0.001% 1.6K shares | 0 → 1.6K +$792.2K | New | $241.07B Mega Cap | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $701.4K 3.96% | +$860.6 Bought | 0.0% 1.6K shares | 1.6K → 1.6K +$860.6 | +0.12% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $672.9K 3.8% | — | 0.0% 5.5K shares | — | — | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
Financial - Credit Services Financial Services | $506.6K 2.86% | +$493.8 Bought | 0.0% 1.0K shares | 1.0K → 1.0K +$493.8 | +0.1% | $514.21B Mega Cap | Q4 2021 Held for 3y 11m | |
Travel Services Consumer Cyclical | $487.8K 2.75% | — | 0.001% 3.8K shares | — | — | $74.3B Large Cap | Q1 2024 Held for 1y 8m | |
Auto - Manufacturers Consumer Cyclical | $365.0K 2.06% | — | 0.0% 1.4K shares | — | — | $1.48T Mega Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $227.3K 1.28% | +$1.2K Bought | 0.0% 5.7K shares | 5.7K → 5.7K +$1.2K | +0.53% | $382.12B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $197.6K 1.11% | — | — 2.0K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
Renewable Utilities Utilities | $55.6K 0.314% | +$55.6K New | 0.004% 4.8K shares | 0 → 4.8K +$55.6K | New | $4.8B Mid Cap | Q3 2025 Held for 2 months | |
Agricultural Farm Products Consumer Defensive | $7.2K 0.041% | +$59.6 Bought | 0.0% 121.0 shares | 120.0 → 121.0 +$59.6 | +0.83% | $19.3B Large Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $4.1K 0.023% | — | 0.0% 73.0 shares | — | — | $268.51B Mega Cap | Q4 2021 Held for 3y 11m | |
Banks - Regional Financial Services | $1.7K 0.009% | — | 0.0% 39.0 shares | — | — | $59.0B Large Cap | Q1 2023 Held for 2y 8m | |
Restaurants Consumer Cyclical | $1.4K 0.008% | — | 0.0% 14.0 shares | — | — | $96.2B Large Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $1.2K 0.007% | — | — 20.0 shares | — | — | — — | Q2 2024 Held for 1y 5m | |
Packaged Foods Consumer Defensive | $517.0 0.003% | — | 0.0% 7.0 shares | — | — | $26.9B Large Cap | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $254.0 0.001% | — | 0.0% 3.0 shares | — | — | $22.7B Large Cap | Q2 2023 Held for 2y 5m | |
Drug Manufacturers - General Healthcare | $103.0 0.001% | — | 0.0% 2.0 shares | — | — | $91.8B Large Cap | Q4 2022 Held for 2y 11m | |
Discount Stores Consumer Defensive | - — | -$32.5M Sold | — - shares | 36.7K → 0 −$32.5M | Sold | $444.33B Mega Cap | Q1 2023 Held for 2y 8m |
