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Holding198 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $41.1M 7.08% | -$1.1M Sold | — 61.7K shares | 63.3K → 61.7K −$1.1M | -2.52% | — — | Q4 2017 Held for 7y 11m | |
Software - Infrastructure Technology | $27.6M 4.75% | -$310.3K Sold | 0.001% 53.3K shares | 53.9K → 53.3K −$310.3K | -1.11% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $25.8M 4.44% | +$2.6M Bought | 0.001% 101.2K shares | 90.9K → 101.2K +$2.6M | +11.32% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $21.3M 3.68% | -$276.0K Sold | 0.002% 67.6K shares | 68.5K → 67.6K −$276.0K | -1.28% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $14.2M 2.45% | -$627.0K Sold | 0.0% 58.4K shares | 61.0K → 58.4K −$627.0K | -4.23% | $2.95T Mega Cap | Q1 2014 Held for 11y 8m | |
Restaurants Consumer Cyclical | $12.3M 2.12% | -$24.3K Sold | 0.006% 40.5K shares | 40.6K → 40.5K −$24.3K | -0.2% | $216.86B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $11.3M 1.95% | -$1.5M Sold | 0.003% 62.1K shares | 70.3K → 62.1K −$1.5M | -11.73% | $432.76B Mega Cap | Q3 2024 Held for 1y 2m | |
Communication Equipment Technology | $10.9M 1.87% | -$425.0K Sold | 0.004% 159.0K shares | 165.2K → 159.0K −$425.0K | -3.76% | $270.48B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $9.2M 1.59% | +$11.5K Bought | 0.002% 49.8K shares | 49.8K → 49.8K +$11.5K | +0.12% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $9.1M 1.57% | -$398.0K Sold | — 37.9K shares | 39.6K → 37.9K −$398.0K | -4.2% | — — | Q4 2017 Held for 7y 11m | |
Gold Basic Materials | $8.7M 1.5% | -$2.0M Sold | 0.009% 103.1K shares | 126.2K → 103.1K −$2.0M | -18.32% | $92.6B Large Cap | Q1 2022 Held for 3y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $8.2M 1.41% | -$28.4K Sold | 0.004% 58.1K shares | 58.3K → 58.1K −$28.4K | -0.35% | $192.27B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Information Technology Services Technology | $8.1M 1.39% | -$1.6M Sold | 0.003% 28.7K shares | 34.2K → 28.7K −$1.6M | -16.22% | $262.84B Mega Cap | Q1 2021 Held for 4y 8m | |
Banks - Regional Financial Services | $7.9M 1.36% | +$33.1K Bought | 1.46% 548.2K shares | 545.9K → 548.2K +$33.1K | +0.42% | $542.5M Small Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Tobacco Consumer Defensive | $7.8M 1.34% | +$201.9K Bought | 0.003% 48.0K shares | 46.8K → 48.0K +$201.9K | +2.66% | $252.48B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Conglomerates Industrials | $7.8M 1.34% | -$406.1K Sold | 0.006% 36.9K shares | 38.8K → 36.9K −$406.1K | -4.97% | $133.65B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Data & Stock Exchanges Financial Services | $7.7M 1.33% | -$63.2K Sold | 0.008% 28.6K shares | 28.8K → 28.6K −$63.2K | -0.81% | $97.4B Large Cap | Q3 2022 Held for 3y 2m | |
Semiconductors Technology | $7.6M 1.31% | +$1.8M Bought | 0.004% 56.7K shares | 43.6K → 56.7K +$1.8M | +30.15% | $168.85B Large Cap | Q2 2020 Held for 5y 5m | |
Regulated Electric Utilities | $7.3M 1.25% | +$10.3K Bought | 0.005% 96.4K shares | 96.3K → 96.4K +$10.3K | +0.14% | $155.46B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Property & Casualty Financial Services | $7.3M 1.25% | +$580.0K Bought | 0.006% 25.8K shares | 23.7K → 25.8K +$580.0K | +8.66% | $112.53B Large Cap | Q1 2022 Held for 3y 8m | |
Conglomerates Industrials | $6.9M 1.2% | -$213.5K Sold | 0.008% 44.7K shares | 46.1K → 44.7K −$213.5K | -2.99% | $82.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Midstream Energy | $6.8M 1.17% | +$65.6K Bought | 0.013% 28.9K shares | 28.6K → 28.9K +$65.6K | +0.98% | $51.6B Large Cap | Q1 2024 Held for 1y 8m | |
Banks - Diversified Financial Services | $6.8M 1.17% | -$1.3M Sold | 0.004% 66.8K shares | 79.3K → 66.8K −$1.3M | -15.82% | $186.85B Large Cap | Q2 2022 Held for 3y 5m | |
Aerospace & Defense Industrials | $6.7M 1.15% | +$2.1M Bought | 0.006% 13.4K shares | 9.3K → 13.4K +$2.1M | +44.61% | $116.55B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $6.7M 1.15% | -$681.4K Sold | 0.001% 19.6K shares | 21.6K → 19.6K −$681.4K | -9.25% | $662.60B Mega Cap | Q1 2015 Held for 10y 8m | |
Oil & Gas Midstream Energy | $6.7M 1.15% | +$48.7K Bought | 0.011% 236.0K shares | 234.2K → 236.0K +$48.7K | +0.73% | $62.9B Large Cap | Q1 2018 Held for 7y 8m | |
Telecommunications Services Communication Services | $6.6M 1.14% | -$6.6K Sold | 0.003% 233.7K shares | 233.9K → 233.7K −$6.6K | -0.1% | $201.93B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $6.5M 1.12% | -$1.7M Sold | 0.0% 29.7K shares | 37.2K → 29.7K −$1.7M | -20.26% | $2.34T Mega Cap | Q2 2018 Held for 7y 5m | |
Regulated Electric Utilities | $6.3M 1.09% | +$18.2K Bought | 0.006% 66.8K shares | 66.6K → 66.8K +$18.2K | +0.29% | $104.25B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Devices Healthcare | $6.1M 1.06% | -$7.3K Sold | 0.005% 64.5K shares | 64.6K → 64.5K −$7.3K | -0.12% | $122.16B Large Cap | Q4 2023 Held for 1y 11m | |
Telecommunications Services Communication Services | $6.1M 1.04% | +$239.1K Bought | 0.003% 137.9K shares | 132.5K → 137.9K +$239.1K | +4.11% | $185.31B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $6.1M 1.04% | +$6.1M New | — 143.8K shares | 0 → 143.8K +$6.1M | New | — — | Q3 2025 Held for 2 months | |
Medical - Healthcare Plans Healthcare | $5.9M 1.02% | -$178.7K Sold | 0.006% 78.5K shares | 80.9K → 78.5K −$178.7K | -2.93% | $95.6B Large Cap | Q2 2018 Held for 7y 5m | |
Railroads Industrials | $5.9M 1.01% | +$2.0M Bought | 0.004% 24.9K shares | 16.4K → 24.9K +$2.0M | +51.97% | $140.18B Large Cap | Q3 2023 Held for 2y 2m | |
Medical - Care Facilities Healthcare | $5.8M 0.996% | +$167.1K Bought | 0.046% 79.2K shares | 76.9K → 79.2K +$167.1K | +2.98% | $12.7B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.6M 0.97% | -$1.5M Sold | — 9.4K shares | 11.8K → 9.4K −$1.5M | -20.5% | — — | Q4 2019 Held for 5y 11m | |
Oil & Gas Refining & Marketing Energy | $5.4M 0.926% | -$32.9K Sold | 0.01% 31.6K shares | 31.8K → 31.6K −$32.9K | -0.61% | $52.9B Large Cap | Q1 2021 Held for 4y 8m | |
Household & Personal Products Consumer Defensive | $5.3M 0.916% | +$68.5K Bought | 0.001% 34.6K shares | 34.1K → 34.6K +$68.5K | +1.31% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $5.3M 0.915% | +$46.5K Bought | 0.001% 22.9K shares | 22.7K → 22.9K +$46.5K | +0.88% | $409.03B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Regulated Electric Utilities | $5.1M 0.874% | -$1.4M Sold | 0.005% 41.0K shares | 52.0K → 41.0K −$1.4M | -21.14% | $96.2B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Discount Stores Consumer Defensive | $4.9M 0.844% | -$219.9K Sold | 0.001% 47.5K shares | 49.7K → 47.5K −$219.9K | -4.3% | $821.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $4.9M 0.843% | -$1.7M Sold | 0.002% 49.9K shares | 67.6K → 49.9K −$1.7M | -26.13% | $204.31B Mega Cap | Q2 2024 Held for 1y 5m | |
Household & Personal Products Consumer Defensive | $4.9M 0.841% | -$796.5K Sold | 0.012% 39.2K shares | 45.7K → 39.2K −$796.5K | -14.03% | $41.3B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Steel Basic Materials | $4.7M 0.805% | +$1.2M Bought | 0.015% 34.5K shares | 25.6K → 34.5K +$1.2M | +34.87% | $31.1B Large Cap | Q3 2013 Held for 12y 2m | |
Copper Basic Materials | $4.6M 0.792% | +$915.2K Bought | 0.008% 117.2K shares | 93.9K → 117.2K +$915.2K | +24.86% | $56.3B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $4.5M 0.783% | +$1.2M Bought | — 71.8K shares | 53.1K → 71.8K +$1.2M | +35.26% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $4.5M 0.774% | -$239.8K Sold | 0.029% 44.9K shares | 47.3K → 44.9K −$239.8K | -5.07% | $15.4B Large Cap | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $4.3M 0.744% | +$139.7K Bought | 0.003% 12.2K shares | 11.8K → 12.2K +$139.7K | +3.34% | $147.66B Large Cap | Q1 2019 Held for 6y 8m | |
Software - Infrastructure Technology | $4.3M 0.739% | +$80.7K Bought | 0.001% 15.3K shares | 15.0K → 15.3K +$80.7K | +1.92% | $801.76B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $4.1M 0.711% | -$1.2M Sold | 0.003% 37.2K shares | 48.2K → 37.2K −$1.2M | -22.95% | $137.73B Large Cap | Q4 2023 Held for 1y 11m |
