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Holding69 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $6.9M 7.19% | +$6.9M New | — 155.7K shares | 0 → 155.7K +$6.9M | New | — — | Q3 2025 Held for 2 months | |
Oil & Gas Midstream Energy | $5.9M 6.09% | -$12.7K Sold | 0.011% 25.0K shares | 25.1K → 25.0K −$12.7K | -0.22% | $51.6B Large Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $4.9M 5.09% | +$248.9K Bought | 2.42% 129.9K shares | 123.3K → 129.9K +$248.9K | +5.33% | $203.4M Micro Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $4.3M 4.43% | +$744.3K Bought | 1.1% 1.0M shares | 835.9K → 1.0M +$744.3K | +21.05% | $389.7M Small Cap | Q3 2024 Held for 1y 2m | |
Regulated Electric Utilities | $3.6M 3.75% | -$11.4K Sold | 0.009% 43.4K shares | 43.6K → 43.4K −$11.4K | -0.31% | $41.7B Large Cap | Q2 2025 Held for 5 months | |
Oil & Gas Equipment & Services Energy | $3.6M 3.69% | -$17.5K Sold | 0.342% 98.6K shares | 99.1K → 98.6K −$17.5K | -0.49% | $1.0B Small Cap | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $3.4M 3.56% | -$50.8K Sold | 2.23% 143.4K shares | 145.5K → 143.4K −$50.8K | -1.46% | $154.3M Micro Cap | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $3.0M 3.12% | +$3.0M New | 0.111% 320.7K shares | 0 → 320.7K +$3.0M | New | $2.7B Mid Cap | Q3 2025 Held for 2 months | |
Regulated Electric Utilities | $3.0M 3.07% | +$1.0K Bought | 0.006% 48.5K shares | 48.5K → 48.5K +$1.0K | +0.04% | $52.2B Large Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Midstream Energy | $2.9M 3.04% | -$55.7K Sold | 0.003% 58.1K shares | 59.2K → 58.1K −$55.7K | -1.86% | $110.03B Large Cap | Q2 2024 Held for 1y 5m | |
Oil & Gas Exploration & Production Energy | $2.9M 2.99% | +$33.6K Bought | 0.005% 25.7K shares | 25.4K → 25.7K +$33.6K | +1.18% | $61.2B Large Cap | Q3 2022 Held for 3y 2m | |
Coal Energy | $2.8M 2.91% | -$83.1K Sold | 0.084% 44.1K shares | 45.4K → 44.1K −$83.1K | -2.88% | $3.3B Mid Cap | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $2.6M 2.67% | -$35.3K Sold | 4.74% 196.3K shares | 198.9K → 196.3K −$35.3K | -1.35% | $54.6M Micro Cap | Q1 2024 Held for 1y 8m | |
Information Technology Services Technology | $2.5M 2.59% | +$2.5M New | 0.004% 19.4K shares | 0 → 19.4K +$2.5M | New | $70.1B Large Cap | Q3 2025 Held for 2 months | |
REIT - Residential Real Estate | $2.4M 2.51% | -$11.0K Sold | 0.02% 65.0K shares | 65.3K → 65.0K −$11.0K | -0.45% | $12.3B Large Cap | Q4 2024 Held for 11 months | |
REIT - Residential Real Estate | $2.4M 2.44% | -$39.0K Sold | 0.021% 22.1K shares | 22.4K → 22.1K −$39.0K | -1.63% | $11.4B Large Cap | Q2 2024 Held for 1y 5m | |
REIT - Diversified Real Estate | $2.3M 2.35% | -$191.9K Sold | 0.015% 33.6K shares | 36.5K → 33.6K −$191.9K | -7.79% | $14.8B Large Cap | Q3 2024 Held for 1y 2m | |
Oil & Gas Exploration & Production Energy | $2.2M 2.3% | +$24.4K Bought | 0.012% 93.8K shares | 92.7K → 93.8K +$24.4K | +1.11% | $18.0B Large Cap | Q1 2024 Held for 1y 8m | |
REIT - Office Real Estate | $1.8M 1.84% | -$26.5K Sold | 0.404% 59.9K shares | 60.8K → 59.9K −$26.5K | -1.47% | $439.4M Small Cap | Q2 2025 Held for 5 months | |
Medical - Healthcare Plans Healthcare | $1.8M 1.84% | -$6.6K Sold | 0.002% 6.2K shares | 6.2K → 6.2K −$6.6K | -0.37% | $76.9B Large Cap | Q2 2023 Held for 2y 5m | |
REIT - Healthcare Facilities Real Estate | $1.7M 1.8% | -$41.3K Sold | 0.125% 69.1K shares | 70.8K → 69.1K −$41.3K | -2.33% | $1.4B Small Cap | Q3 2024 Held for 1y 2m | |
REIT - Healthcare Facilities Real Estate | $1.7M 1.75% | +$26.0K Bought | 0.39% 110.6K shares | 108.9K → 110.6K +$26.0K | +1.56% | $434.0M Small Cap | Q3 2024 Held for 1y 2m | |
REIT - Specialty Real Estate | $1.5M 1.6% | -$56.5K Sold | 0.002% 8.1K shares | 8.3K → 8.1K −$56.5K | -3.52% | $90.1B Large Cap | Q4 2024 Held for 11 months | |
REIT - Residential Real Estate | $1.5M 1.58% | -$16.9K Sold | 0.009% 10.9K shares | 11.0K → 10.9K −$16.9K | -1.1% | $16.4B Large Cap | Q2 2024 Held for 1y 5m | |
Shell Companies Financial Services | $1.5M 1.52% | +$965.5K Bought | 2.15% 90.6K shares | 30.9K → 90.6K +$965.5K | +192.85% | $68.8M Micro Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $1.4M 1.43% | -$20.2K Sold | 0.519% 132.3K shares | 134.2K → 132.3K −$20.2K | -1.44% | $266.7M Micro Cap | Q1 2025 Held for 8 months | |
Unknown Unknown | $1.2M 1.26% | -$4.0K Sold | 0.482% 59.0K shares | 59.2K → 59.0K −$4.0K | -0.33% | $251.4M Micro Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.2M 1.24% | -$1.1M Sold | — 113.7K shares | 221.9K → 113.7K −$1.1M | -48.79% | — — | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $1.1M 1.15% | +$866.3K Bought | 1.01% 24.1K shares | 5.3K → 24.1K +$866.3K | +357.62% | $110.0M Micro Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Exploration & Production Energy | $1.1M 1.13% | -$107.3K Sold | 0.137% 654.7K shares | 719.3K → 654.7K −$107.3K | -8.98% | $793.9M Small Cap | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $1.0M 1.06% | -$2.4K Sold | 0.0% 4.2K shares | 4.2K → 4.2K −$2.4K | -0.24% | $2.95T Mega Cap | Q2 2022 Held for 3y 5m | |
Banks - Regional Financial Services | $988.4K 1.02% | +$988.4K New | 0.972% 76.0K shares | 0 → 76.0K +$988.4K | New | $101.7M Micro Cap | Q3 2025 Held for 2 months | |
Oil & Gas Midstream Energy | $968.3K 1.0% | -$19.0K Sold | 0.037% 22.7K shares | 23.1K → 22.7K −$19.0K | -1.93% | $2.6B Mid Cap | Q1 2023 Held for 2y 8m | |
Consumer Electronics Technology | $943.2K 0.977% | -$3.6K Sold | 0.0% 3.7K shares | 3.7K → 3.7K −$3.6K | -0.38% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $898.8K 0.931% | -$5.8K Sold | — 12.4K shares | 12.4K → 12.4K −$5.8K | -0.64% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $778.5K 0.807% | — | 0.0% 1.5K shares | — | — | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $751.7K 0.779% | +$751.7K New | 0.131% 73.8K shares | 0 → 73.8K +$751.7K | New | $575.5M Small Cap | Q3 2025 Held for 2 months | |
ETF ETF | $679.9K 0.704% | +$86.3K Bought | — 13.4K shares | 11.7K → 13.4K +$86.3K | +14.54% | — — | Q1 2025 Held for 8 months | |
Banks - Diversified Financial Services | $678.8K 0.703% | — | 0.0% 2.2K shares | — | — | $867.35B Mega Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $616.1K 0.638% | -$26.8K Sold | 0.17% 59.7K shares | 62.3K → 59.7K −$26.8K | -4.17% | $362.0M Small Cap | Q2 2025 Held for 5 months | |
ETF ETF | $586.2K 0.607% | +$586.2K New | — 3.1K shares | 0 → 3.1K +$586.2K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $563.8K 0.584% | +$53.3K Bought | — 846.0 shares | 766.0 → 846.0 +$53.3K | +10.44% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $559.6K 0.58% | — | 0.0% 762.0 shares | — | — | $1.84T Mega Cap | Q2 2024 Held for 1y 5m | |
Regulated Electric Utilities | $541.6K 0.561% | -$7.9K Sold | 0.0% 7.2K shares | 7.3K → 7.2K −$7.9K | -1.43% | $155.46B Large Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $519.8K 0.539% | +$13.2K Bought | 0.0% 2.8K shares | 2.7K → 2.8K +$13.2K | +2.62% | $4.54T Mega Cap | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $463.4K 0.48% | +$463.4K New | 0.086% 42.4K shares | 0 → 42.4K +$463.4K | New | $540.6M Small Cap | Q3 2025 Held for 2 months | |
ETF ETF | $456.7K 0.473% | +$16.8K Bought | — 8.8K shares | 8.5K → 8.8K +$16.8K | +3.82% | — — | Q1 2025 Held for 8 months | |
Tobacco Consumer Defensive | $439.1K 0.455% | -$7.0K Sold | 0.0% 2.7K shares | 2.8K → 2.7K −$7.0K | -1.56% | $252.48B Mega Cap | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $429.4K 0.445% | -$6.7K Sold | — 40.7K shares | 41.3K → 40.7K −$6.7K | -1.54% | — — | Q3 2024 Held for 1y 2m | |
Specialty Retail Consumer Cyclical | $409.6K 0.424% | -$8.1K Sold | 0.0% 1.9K shares | 1.9K → 1.9K −$8.1K | -1.94% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m |
