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Holding75 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $15.2M 9.1% | -$161.2K Sold | — 332.6K shares | 336.1K → 332.6K −$161.2K | -1.05% | — — | Q4 2023 Held for 1y 11m | |
Regulated Water Utilities | $13.7M 8.22% | — | 1.41% 254.0K shares | — | — | $975.1M Small Cap | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $13.1M 7.84% | — | 0.521% 680.0K shares | — | — | $2.5B Mid Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.5M 6.29% | -$233.6K Sold | — 289.4K shares | 295.9K → 289.4K −$233.6K | -2.17% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.5M 6.29% | -$712.6K Sold | — 246.0K shares | 262.6K → 246.0K −$712.6K | -6.34% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.6M 5.16% | -$1.5M Sold | — 417.1K shares | 487.7K → 417.1K −$1.5M | -14.48% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.3M 4.94% | -$9.0K Sold | — 401.5K shares | 402.0K → 401.5K −$9.0K | -0.11% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.3M 3.75% | -$25.2K Sold | — 10.4K shares | 10.5K → 10.4K −$25.2K | -0.4% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.0M 3.6% | +$195.5K Bought | — 305.6K shares | 295.7K → 305.6K +$195.5K | +3.35% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.4M 3.26% | -$442.8K Sold | — 278.5K shares | 301.2K → 278.5K −$442.8K | -7.52% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.3M 3.19% | -$3.7K Sold | — 8.7K shares | 8.7K → 8.7K −$3.7K | -0.07% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.6M 2.75% | -$230.5K Sold | — 145.8K shares | 153.1K → 145.8K −$230.5K | -4.78% | — — | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $4.5M 2.7% | -$151.5K Sold | 0.0% 17.8K shares | 18.4K → 17.8K −$151.5K | -3.24% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.3M 2.55% | +$262.3K Bought | — 226.8K shares | 212.9K → 226.8K +$262.3K | +6.55% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.2M 2.53% | +$176.5K Bought | — 201.5K shares | 193.1K → 201.5K +$176.5K | +4.35% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.6M 2.15% | +$259.9K Bought | — 167.6K shares | 155.5K → 167.6K +$259.9K | +7.78% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.6M 2.13% | +$993.6K Bought | — 170.4K shares | 122.8K → 170.4K +$993.6K | +38.75% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.9M 1.72% | +$763.1K Bought | — 170.2K shares | 125.0K → 170.2K +$763.1K | +36.11% | — — | Q3 2024 Held for 1y 2m | |
Regulated Electric Utilities | $2.3M 1.36% | — | 0.002% 18.4K shares | — | — | $96.2B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.2M 1.34% | +$752.9K Bought | — 134.7K shares | 89.5K → 134.7K +$752.9K | +50.42% | — — | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $2.0M 1.21% | -$145.9K Sold | 0.0% 8.3K shares | 8.9K → 8.3K −$145.9K | -6.74% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $1.8M 1.08% | -$50.3K Sold | 0.026% 12.6K shares | 12.9K → 12.6K −$50.3K | -2.71% | $6.8B Mid Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $1.8M 1.05% | -$4.1K Sold | 0.0% 9.5K shares | 9.5K → 9.5K −$4.1K | -0.23% | $446.55B Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $1.6M 0.978% | — | 0.0% 6.7K shares | — | — | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $1.6M 0.977% | -$136.2K Sold | 0.014% 36.0K shares | 39.0K → 36.0K −$136.2K | -7.69% | $12.1B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.3M 0.764% | +$2.8K Bought | — 54.6K shares | 54.5K → 54.6K +$2.8K | +0.22% | — — | Q4 2023 Held for 1y 11m | |
Biotechnology Healthcare | $1.3M 0.755% | — | 0.145% 278.4K shares | — | — | $870.3M Small Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $1.2M 0.738% | -$61.7K Sold | — 5.7K shares | 6.0K → 5.7K −$61.7K | -4.76% | — — | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $1.0M 0.613% | — | 0.001% 5.1K shares | — | — | $79.1B Large Cap | Q3 2024 Held for 1y 2m | |
Auto - Manufacturers Consumer Cyclical | $923.2K 0.552% | — | 0.0% 2.1K shares | — | — | $1.48T Mega Cap | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $898.4K 0.537% | — | 0.0% 17.4K shares | — | — | $382.12B Mega Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $789.1K 0.472% | — | 0.0% 3.6K shares | — | — | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $770.0K 0.46% | — | — 18.1K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $698.7K 0.418% | — | 0.0% 1.3K shares | — | — | $3.85T Mega Cap | Q3 2024 Held for 1y 2m | |
Computer Hardware Technology | $696.9K 0.416% | +$18.9K Bought | 0.187% 240.3K shares | 233.8K → 240.3K +$18.9K | +2.78% | $371.9M Small Cap | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $678.7K 0.406% | — | 0.0% 1.4K shares | — | — | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
Household & Personal Products Consumer Defensive | $629.4K 0.376% | — | 0.003% 7.2K shares | — | — | $21.3B Large Cap | Q4 2023 Held for 1y 11m | |
Industrial - Machinery Industrials | $559.6K 0.334% | -$26.2K Sold | 0.001% 4.3K shares | 4.5K → 4.3K −$26.2K | -4.48% | $73.8B Large Cap | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $555.3K 0.332% | — | 0.0% 1.8K shares | — | — | $867.35B Mega Cap | Q4 2023 Held for 1y 11m | |
Entertainment Communication Services | $544.7K 0.326% | — | 0.004% 5.4K shares | — | — | $14.8B Large Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Integrated Energy | $533.7K 0.319% | +$72.8K Bought | 0.0% 3.4K shares | 3.0K → 3.4K +$72.8K | +15.8% | $312.88B Mega Cap | Q4 2023 Held for 1y 11m | |
Industrial - Machinery Industrials | $530.7K 0.317% | — | 0.001% 700.0 shares | — | — | $95.9B Large Cap | Q4 2023 Held for 1y 11m | |
Information Technology Services Technology | $504.5K 0.302% | -$172.0K Sold | 0.238% 51.6K shares | 69.2K → 51.6K −$172.0K | -25.42% | $211.8M Micro Cap | Q4 2023 Held for 1y 11m | |
Biotechnology Healthcare | $498.8K 0.298% | — | 0.005% 33.0K shares | — | — | $10.3B Large Cap | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $498.7K 0.298% | — | 0.015% 3.0K shares | — | — | $3.4B Mid Cap | Q1 2024 Held for 1y 8m | |
Agricultural - Machinery Industrials | $485.3K 0.29% | — | 0.0% 1.0K shares | — | — | $223.53B Mega Cap | Q4 2023 Held for 1y 11m | |
Household & Personal Products Consumer Defensive | $458.0K 0.274% | — | 0.0% 3.0K shares | — | — | $359.62B Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Application Technology | $433.9K 0.259% | — | 0.014% 13.0K shares | — | — | $3.2B Mid Cap | Q4 2023 Held for 1y 11m | |
Medical - Instruments & Supplies Healthcare | $424.9K 0.254% | — | 0.0% 950.0 shares | — | — | $160.32B Large Cap | Q4 2023 Held for 1y 11m | |
Conglomerates Industrials | $396.8K 0.237% | — | 0.0% 1.9K shares | — | — | $133.65B Large Cap | Q4 2023 Held for 1y 11m |
