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Holding543 | Sector | Position↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|
1  Nvidia NVDA | Semiconductors Technology | $7.4B 6.35% | 0.191% 46.5M shares | 47.7M → 46.5M −$180.2M | -2.39% | $3.61T Mega Cap | Q3 2014 Held for 11y 1m |
2  Microsoft MSFT | Software - Infrastructure Technology | $6.8B 5.87% | 0.184% 13.7M shares | 13.7M → 13.7M −$1.4M | -0.02% | $3.64T Mega Cap | Q3 2014 Held for 11y 1m |
3  Apple AAPL | Consumer Electronics Technology | $5.9B 5.1% | 0.193% 28.8M shares | 28.6M → 28.8M +$45.0M | +0.77% | $2.99T Mega Cap | Q3 2014 Held for 11y 1m |
4  Invesco MSCI USA ETF PBUS | ETF ETF | $4.4B 3.79% | — 70.6M shares | — | — | — — | Q1 2021 Held for 4y 7m |
5  Amazon AMZN | Specialty Retail Consumer Cyclical | $4.0B 3.48% | 0.173% 18.4M shares | 18.0M → 18.4M +$86.2M | +2.19% | $2.26T Mega Cap | Q3 2014 Held for 11y 1m |
6  Meta Platforms, Inc. META | Internet Content & Information Communication Services | $3.2B 2.76% | 0.172% 4.3M shares | 4.4M → 4.3M −$55.5M | -1.71% | $1.79T Mega Cap | Q3 2014 Held for 11y 1m |
7  iShares Core S&P 500 ETF IVV | ETF ETF | $2.6B 2.21% | — 4.1M shares | — | — | — — | Q2 2015 Held for 10y 4m |
8  Broadcom Inc. AVGO | Semiconductors Technology | $2.4B 2.04% | 0.182% 8.6M shares | 8.9M → 8.6M −$89.9M | -3.66% | $1.24T Mega Cap | Q2 2018 Held for 7y 4m |
9  Alphabet Inc. GOOGL | Internet Content & Information Communication Services | $2.0B 1.76% | 0.095% 11.6M shares | 11.5M → 11.6M +$10.7M | +0.53% | $2.04T Mega Cap | Q3 2014 Held for 11y 1m |
10  Tesla, Inc. TSLA | Auto - Manufacturers Consumer Cyclical | $1.8B 1.51% | 0.171% 5.5M shares | 5.3M → 5.5M +$56.1M | +3.31% | $1.10T Mega Cap | Q3 2014 Held for 11y 1m |
11 Alphabet Inc. GOOG | Internet Content & Information Communication Services | $1.8B 1.51% | 0.081% 9.9M shares | 9.9M → 9.9M −$3.4M | -0.2% | $2.04T Mega Cap | Q3 2014 Held for 11y 1m |
12  JPMorgan Chase JPM | Banks - Diversified Financial Services | $1.5B 1.32% | 0.19% 5.3M shares | 5.2M → 5.3M +$21.1M | +1.4% | $781.64B Mega Cap | Q3 2014 Held for 11y 1m |
13  Netflix NFLX | Entertainment Communication Services | $1.2B 1.04% | 0.211% 899.5K shares | 869.2K → 899.5K +$40.5M | +3.48% | $544.35B Mega Cap | Q3 2014 Held for 11y 1m |
14  Eli Lilly LLY | Drug Manufacturers - General Healthcare | $1.2B 1.04% | 0.172% 1.5M shares | 1.6M → 1.5M −$65.8M | -5.18% | $698.51B Mega Cap | Q3 2014 Held for 11y 1m |
15  Berkshire Hathaway BRK.B | Insurance - Diversified Financial Services | $1.2B 1.04% | 0.114% 2.5M shares | 2.4M → 2.5M +$40.6M | +3.5% | $1.06T Mega Cap | Q4 2019 Held for 5y 10m |
16  Visa V | Financial - Credit Services Financial Services | $1.1B 0.961% | 0.161% 3.1M shares | 3.0M → 3.1M +$49.8M | +4.68% | $686.91B Mega Cap | Q3 2014 Held for 11y 1m |
17  Exxon Mobil XOM | Oil & Gas Integrated Energy | $963.9M 0.832% | 0.207% 8.9M shares | 8.5M → 8.9M +$48.7M | +5.32% | $466.91B Mega Cap | Q3 2014 Held for 11y 1m |
18  Costco Wholesale COST | Discount Stores Consumer Defensive | $961.3M 0.83% | 0.219% 971.0K shares | 861.6K → 971.0K +$108.3M | +12.7% | $444.33B Mega Cap | Q3 2014 Held for 11y 1m |
19  Walmart WMT | Discount Stores Consumer Defensive | $868.3M 0.75% | 0.111% 8.9M shares | 9.3M → 8.9M −$42.4M | -4.65% | $782.08B Mega Cap | Q3 2014 Held for 11y 1m |
20  Mastercard MA | Financial - Credit Services Financial Services | $854.0M 0.737% | 0.167% 1.5M shares | 1.6M → 1.5M −$32.1M | -3.62% | $506.28B Mega Cap | Q3 2014 Held for 11y 1m |
21  Procter & Gamble PG | Household & Personal Products Consumer Defensive | $779.0M 0.672% | 0.209% 4.9M shares | 4.8M → 4.9M +$21.5M | +2.84% | $375.97B Mega Cap | Q3 2014 Held for 11y 1m |
22  Home Depot HD | Home Improvement Consumer Cyclical | $736.0M 0.635% | 0.202% 2.0M shares | 2.0M → 2.0M +$16.1M | +2.24% | $358.59B Mega Cap | Q3 2014 Held for 11y 1m |
23  Oracle ORCL | Software - Infrastructure Technology | $732.1M 0.632% | 0.119% 3.3M shares | 3.4M → 3.3M −$14.6M | -1.96% | $604.66B Mega Cap | Q3 2014 Held for 11y 1m |
24  Johnson & Johnson JNJ | Drug Manufacturers - General Healthcare | $729.4M 0.63% | 0.198% 4.8M shares | 4.9M → 4.8M −$12.6M | -1.7% | $366.18B Mega Cap | Q3 2014 Held for 11y 1m |
25  AbbVie ABBV | Drug Manufacturers - General Healthcare | $709.2M 0.612% | 0.216% 3.8M shares | 3.6M → 3.8M +$39.1M | +5.83% | $327.76B Mega Cap | Q3 2014 Held for 11y 1m |
26  Philip Morris International PM | Tobacco Consumer Defensive | $676.1M 0.584% | 0.238% 3.7M shares | 3.8M → 3.7M −$10.1M | -1.48% | $287.16B Mega Cap | Q3 2014 Held for 11y 1m |
27  International Business Machines IBM | Information Technology Services Technology | $642.0M 0.554% | 0.234% 2.2M shares | 2.2M → 2.2M −$19.3M | -2.92% | $273.05B Mega Cap | Q3 2014 Held for 11y 1m |
28  Bank of America BAC | Banks - Diversified Financial Services | $639.4M 0.552% | 0.179% 13.5M shares | 13.0M → 13.5M +$25.7M | +4.18% | $351.44B Mega Cap | Q3 2014 Held for 11y 1m |
29  Cisco Systems, Inc. CSCO | Communication Equipment Technology | $627.8M 0.542% | 0.229% 9.0M shares | 9.3M → 9.0M −$17.7M | -2.74% | $268.84B Mega Cap | Q3 2014 Held for 11y 1m |
30  Coca-Cola KO | Beverages - Non-Alcoholic Consumer Defensive | $613.1M 0.529% | 0.201% 8.7M shares | 9.2M → 8.7M −$34.3M | -5.3% | $302.20B Mega Cap | Q3 2014 Held for 11y 1m |
31  General Electric GE | Aerospace & Defense Industrials | $599.4M 0.517% | 0.218% 2.3M shares | 2.4M → 2.3M −$23.4M | -3.76% | $265.26B Mega Cap | Q3 2014 Held for 11y 1m |
32  Palantir Technologies Inc. PLTR | Software - Infrastructure Technology | $595.3M 0.514% | 0.185% 4.4M shares | 5.2M → 4.4M −$114.3M | -16.11% | $338.01B Mega Cap | Q2 2023 Held for 2y 4m |
33  Salesforce CRM | Software - Application Technology | $587.8M 0.508% | 0.225% 2.2M shares | 2.2M → 2.2M +$1.0M | +0.18% | $259.24B Mega Cap | Q3 2014 Held for 11y 1m |
34  UnitedHealth Group UNH | Medical - Healthcare Plans Healthcare | $568.6M 0.491% | 0.201% 1.8M shares | 1.8M → 1.8M −$2.3M | -0.4% | $277.24B Mega Cap | Q3 2014 Held for 11y 1m |
35  Walt Disney DIS | Entertainment Communication Services | $540.9M 0.467% | 0.243% 4.4M shares | 3.9M → 4.4M +$57.4M | +11.88% | $213.30B Mega Cap | Q3 2014 Held for 11y 1m |
36  Intuit INTU | Software - Application Technology | $516.6M 0.446% | 0.235% 655.9K shares | 591.3K → 655.9K +$50.8M | +10.92% | $211.73B Mega Cap | Q3 2014 Held for 11y 1m |
37  Wells Fargo & Company WFC | Banks - Diversified Financial Services | $514.1M 0.444% | 0.197% 6.4M shares | 6.4M → 6.4M +$637.9K | +0.12% | $254.18B Mega Cap | Q3 2014 Held for 11y 1m |
38  Chevron CVX | Oil & Gas Integrated Energy | $495.7M 0.428% | 0.2% 3.5M shares | 3.3M → 3.5M +$19.2M | +4.02% | $248.63B Mega Cap | Q3 2014 Held for 11y 1m |
39  Booking Holdings Inc. BKNG | Travel Services Consumer Cyclical | $473.8M 0.409% | 0.252% 81.9K shares | 71.5K → 81.9K +$60.1M | +14.53% | $178.39B Large Cap | Q3 2014 Held for 11y 1m |
40  Abbott ABT | Medical - Devices Healthcare | $471.8M 0.407% | 0.199% 3.5M shares | 3.6M → 3.5M −$18.4M | -3.75% | $240.24B Mega Cap | Q3 2014 Held for 11y 1m |
41  AT&T T | Telecommunications Services Communication Services | $470.9M 0.407% | 0.226% 16.3M shares | 16.3M → 16.3M −$591.3K | -0.13% | $203.49B Mega Cap | Q3 2014 Held for 11y 1m |
42  Advanced Micro Devices AMD | Semiconductors Technology | $466.3M 0.403% | 0.203% 3.3M shares | 3.3M → 3.3M −$5.1M | -1.08% | $224.45B Mega Cap | Q1 2017 Held for 8y 7m |
43  Goldman Sachs Group GS | Financial - Capital Markets Financial Services | $457.2M 0.395% | 0.211% 646.0K shares | 613.2K → 646.0K +$23.2M | +5.35% | $203.16B Mega Cap | Q3 2014 Held for 11y 1m |
44  Linde LIN | Chemicals - Specialty Basic Materials | $442.4M 0.382% | 0.2% 942.9K shares | 1.0M → 942.9K −$30.8M | -6.51% | $218.02B Mega Cap | Q1 2024 Held for 1y 7m |
45  Merck & Co. MRK | Drug Manufacturers - General Healthcare | $437.9M 0.378% | 0.22% 5.5M shares | 5.3M → 5.5M +$20.4M | +4.9% | $201.69B Mega Cap | Q3 2014 Held for 11y 1m |
46  McDonald's MCD | Restaurants Consumer Cyclical | $436.9M 0.377% | 0.209% 1.5M shares | 1.6M → 1.5M −$33.4M | -7.1% | $208.41B Mega Cap | Q3 2014 Held for 11y 1m |
47  ServiceNow NOW | Software - Application Technology | $414.1M 0.358% | 0.194% 402.8K shares | 403.0K → 402.8K −$207.7K | -0.05% | $206.39B Mega Cap | Q3 2015 Held for 10y 1m |
48  Verizon Communications VZ | Telecommunications Services Communication Services | $414.1M 0.357% | 0.227% 9.6M shares | 10.5M → 9.6M −$39.6M | -8.73% | $179.74B Large Cap | Q3 2014 Held for 11y 1m |
49  Qualcomm QCOM | Semiconductors Technology | $407.2M 0.352% | 0.233% 2.6M shares | 2.5M → 2.6M +$1.6M | +0.38% | $170.97B Large Cap | Q3 2014 Held for 11y 1m |
50  Applied Materials AMAT | Semiconductors Technology | $403.0M 0.348% | 0.274% 2.2M shares | 1.9M → 2.2M +$53.2M | +15.19% | $144.59B Large Cap | Q3 2014 Held for 11y 1m |