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Holding142 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Electrical Equipment & Parts Industrials | $123.0M 14.66% | -$401.9K Sold | 0.538% 285.9K shares | 286.8K → 285.9K −$401.9K | -0.33% | $22.9B Large Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $48.8M 5.82% | -$1.7M Sold | — 723.3K shares | 748.0K → 723.3K −$1.7M | -3.3% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $46.4M 5.53% | -$896.2K Sold | — 390.6K shares | 398.2K → 390.6K −$896.2K | -1.89% | — — | Q4 2017 Held for 7y 11m | |
Software - Infrastructure Technology | $37.9M 4.52% | -$2.4M Sold | 0.001% 73.1K shares | 77.8K → 73.1K −$2.4M | -5.98% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $32.8M 3.91% | -$2.1M Sold | 0.001% 128.9K shares | 137.3K → 128.9K −$2.1M | -6.14% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $31.4M 3.74% | -$10.4K Sold | 0.004% 99.5K shares | 99.6K → 99.5K −$10.4K | -0.03% | $867.35B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $30.9M 3.68% | -$562.2K Sold | — 308.2K shares | 313.8K → 308.2K −$562.2K | -1.79% | — — | Q3 2024 Held for 1y 2m | |
Banks - Regional Financial Services | $26.5M 3.16% | -$46.3K Sold | 0.502% 711.7K shares | 713.0K → 711.7K −$46.3K | -0.17% | $5.3B Mid Cap | Q4 2017 Held for 7y 11m | |
Hardware, Equipment & Parts Technology | $22.9M 2.73% | -$1.9M Sold | 0.033% 279.4K shares | 302.6K → 279.4K −$1.9M | -7.68% | $70.3B Large Cap | Q4 2019 Held for 5y 11m | |
REIT - Specialty Real Estate | $17.1M 2.04% | -$1.4M Sold | 0.057% 167.5K shares | 181.0K → 167.5K −$1.4M | -7.45% | $30.1B Large Cap | Q2 2019 Held for 6y 5m | |
Oil & Gas Integrated Energy | $16.2M 1.93% | -$1.7M Sold | 0.005% 104.4K shares | 115.1K → 104.4K −$1.7M | -9.27% | $312.88B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Communication Equipment Technology | $15.6M 1.86% | -$1.5M Sold | 0.006% 228.2K shares | 249.8K → 228.2K −$1.5M | -8.63% | $270.48B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Devices Healthcare | $14.6M 1.73% | -$859.6K Sold | 0.006% 108.7K shares | 115.1K → 108.7K −$859.6K | -5.58% | $233.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $14.2M 1.69% | -$1.4M Sold | 0.015% 41.7K shares | 45.8K → 41.7K −$1.4M | -8.94% | $91.7B Large Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $14.2M 1.69% | -$42.3K Sold | — 117.4K shares | 117.8K → 117.4K −$42.3K | -0.3% | — — | Q3 2015 Held for 10y 2m | |
Industrial - Machinery Industrials | $13.9M 1.66% | -$1.7M Sold | 0.024% 32.9K shares | 37.0K → 32.9K −$1.7M | -11.04% | $58.2B Large Cap | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $13.7M 1.64% | -$1.3M Sold | 0.003% 74.1K shares | 80.8K → 74.1K −$1.3M | -8.38% | $446.55B Mega Cap | Q2 2017 Held for 8y 5m | |
Restaurants Consumer Cyclical | $13.4M 1.6% | -$934.2K Sold | 0.006% 44.0K shares | 47.1K → 44.0K −$934.2K | -6.52% | $216.86B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Asset Management Financial Services | $13.3M 1.59% | -$1.4M Sold | 0.007% 11.4K shares | 12.7K → 11.4K −$1.4M | -9.74% | $180.54B Large Cap | Q3 2021 Held for 4y 2m | |
Waste Management Industrials | $13.3M 1.58% | -$922.6K Sold | 0.015% 60.2K shares | 64.4K → 60.2K −$922.6K | -6.49% | $89.0B Large Cap | Q4 2017 Held for 7y 11m | |
Household & Personal Products Consumer Defensive | $12.6M 1.5% | -$1.0M Sold | 0.003% 81.8K shares | 88.6K → 81.8K −$1.0M | -7.66% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $12.1M 1.44% | -$916.0K Sold | 0.008% 42.9K shares | 46.1K → 42.9K −$916.0K | -7.04% | $151.93B Large Cap | Q2 2015 Held for 10y 5m | |
Semiconductors Technology | $11.6M 1.38% | -$881.7K Sold | 0.007% 63.1K shares | 67.9K → 63.1K −$881.7K | -7.07% | $167.04B Large Cap | Q4 2017 Held for 7y 11m | |
Industrial - Machinery Industrials | $11.5M 1.38% | -$804.6K Sold | 0.05% 69.2K shares | 74.0K → 69.2K −$804.6K | -6.51% | $22.9B Large Cap | Q3 2018 Held for 7y 2m | |
Chemicals - Specialty Basic Materials | $11.0M 1.31% | -$949.3K Sold | 0.018% 40.4K shares | 43.9K → 40.4K −$949.3K | -7.94% | $60.7B Large Cap | Q4 2014 Held for 10y 11m | |
Oil & Gas Exploration & Production Energy | $10.6M 1.26% | -$637.6K Sold | 0.017% 94.3K shares | 100.0K → 94.3K −$637.6K | -5.69% | $61.2B Large Cap | Q4 2023 Held for 1y 11m | |
Conglomerates Industrials | $9.7M 1.16% | -$887.1K Sold | 0.007% 46.2K shares | 50.4K → 46.2K −$887.1K | -8.36% | $133.65B Large Cap | Q4 2017 Held for 7y 11m | |
Food Confectioners Consumer Defensive | $9.7M 1.15% | -$889.8K Sold | 0.025% 51.7K shares | 56.4K → 51.7K −$889.8K | -8.43% | $37.9B Large Cap | Q1 2025 Held for 8 months | |
Financial - Data & Stock Exchanges Financial Services | $9.6M 1.14% | -$478.2K Sold | 0.01% 35.5K shares | 37.3K → 35.5K −$478.2K | -4.74% | $97.4B Large Cap | Q1 2025 Held for 8 months | |
Aerospace & Defense Industrials | $9.4M 1.12% | -$587.6K Sold | 0.008% 18.8K shares | 20.0K → 18.8K −$587.6K | -5.88% | $116.55B Large Cap | Q1 2025 Held for 8 months | |
Insurance - Life Financial Services | $9.3M 1.1% | -$727.3K Sold | 0.016% 83.0K shares | 89.5K → 83.0K −$727.3K | -7.28% | $59.7B Large Cap | Q1 2021 Held for 4y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $9.1M 1.08% | -$921.3K Sold | 0.005% 64.5K shares | 71.1K → 64.5K −$921.3K | -9.23% | $192.27B Large Cap | Q4 2017 Held for 7y 11m | |
Industrial - Machinery Industrials | $9.0M 1.07% | -$522.6K Sold | 0.012% 34.4K shares | 36.4K → 34.4K −$522.6K | -5.51% | $76.0B Large Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $8.7M 1.04% | -$538.0K Sold | 0.006% 78.3K shares | 83.2K → 78.3K −$538.0K | -5.83% | $137.73B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $8.6M 1.03% | -$242.3K Sold | — 29.3K shares | 30.1K → 29.3K −$242.3K | -2.74% | — — | Q1 2016 Held for 9y 8m | |
Regulated Water Utilities | $8.6M 1.02% | -$514.0K Sold | 0.032% 61.7K shares | 65.4K → 61.7K −$514.0K | -5.64% | $27.2B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $7.1M 0.848% | -$122.5K Sold | — 77.8K shares | 79.1K → 77.8K −$122.5K | -1.69% | — — | Q4 2017 Held for 7y 11m | |
Oil & Gas Integrated Energy | $6.5M 0.777% | -$233.7K Sold | 0.001% 57.8K shares | 59.9K → 57.8K −$233.7K | -3.46% | $480.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $6.3M 0.752% | +$500.4K Bought | — 57.1K shares | 52.5K → 57.1K +$500.4K | +8.62% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.9M 0.587% | -$328.2K Sold | — 15.0K shares | 16.0K → 15.0K −$328.2K | -6.25% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.7M 0.555% | -$1.1M Sold | — 18.3K shares | 22.7K → 18.3K −$1.1M | -19.18% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.6M 0.544% | +$290.9K Bought | — 86.0K shares | 80.5K → 86.0K +$290.9K | +6.81% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $4.5M 0.541% | — | 0.003% 4.2K shares | — | — | $142.03B Large Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.5M 0.535% | -$1.3M Sold | — 6.7K shares | 8.6K → 6.7K −$1.3M | -21.91% | — — | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $3.9M 0.468% | -$195.9K Sold | 0.0% 21.0K shares | 22.1K → 21.0K −$195.9K | -4.75% | $4.54T Mega Cap | Q2 2021 Held for 4y 5m | |
Auto - Manufacturers Consumer Cyclical | $3.5M 0.422% | -$26.7K Sold | 0.0% 8.0K shares | 8.0K → 8.0K −$26.7K | -0.75% | $1.48T Mega Cap | Q2 2024 Held for 1y 5m | |
Beverages - Non-Alcoholic Consumer Defensive | $3.4M 0.402% | -$66.3K Sold | 0.001% 50.9K shares | 51.9K → 50.9K −$66.3K | -1.93% | $285.42B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.1M 0.366% | — | — 16.4K shares | — | — | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $2.9M 0.341% | +$75.4K Bought | — 29.9K shares | 29.1K → 29.9K +$75.4K | +2.7% | — — | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $2.2M 0.265% | -$662.9K Sold | 0.0% 10.1K shares | 13.1K → 10.1K −$662.9K | -22.98% | $2.34T Mega Cap | Q2 2016 Held for 9y 5m |
