Barclays Portfolio holdings
Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.67B |
| 2 |
Apple
AAPL
|
+$1.5B |
| 3 |
Tesla
TSLA
|
+$1.38B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 5 |
Mastercard
MA
|
+$1.1B |
Top Sells
| 1 |
Honeywell
HON
|
+$1.28B |
| 2 |
Phillips 66
PSX
|
+$651M |
| 3 |
iShares China Large-Cap ETF
FXI
|
+$503M |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
+$425M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$377M |
Sector Composition
| 1 | Technology | 28.23% |
| 2 | Financials | 14.76% |
| 3 | Consumer Discretionary | 11.75% |
| 4 | Healthcare | 8.95% |
| 5 | Communication Services | 8.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3351
GSK
GSK
$82.2B
| $156K | ﹤0.01% |
4,009
-45,619
| -92% | -$1.78M |
|
3352
European Wax Center
EWCZ
$169M
| $155K | ﹤0.01% |
39,251
-18,813
| -32% | -$74.3K |
|
3353
Alector
ALEC
$278M
| $154K | ﹤0.01% |
125,086
-51,483
| -29% | -$63.4K |
|
3354
AMES National
ATLO
$182M
| $154K | ﹤0.01% |
8,810
-4,405
| -33% | -$77K |
|
3355
iShares MSCI EAFE Value ETF
EFV
$28.1B
| $154K | ﹤0.01% |
2,615
| – | – |
|
3356
Escalade
ESCA
$171M
| $154K | ﹤0.01% |
10,116
-4,925
| -33% | -$75K |
|
3357
INmune Bio
INMB
$53.4M
| $154K | ﹤0.01% |
19,842
-12,177
| -38% | -$94.5K |
|
3358
Lifezone Metals
LZM
$366M
| $154K | ﹤0.01% |
36,788
-18,133
| -33% | -$75.9K |
|
3359
National Bankshares
NKSH
$192M
| $154K | ﹤0.01% |
5,775
-2,876
| -33% | -$76.7K |
|
|
PLL
3360
DELISTED
Piedmont Lithium
PLL
| $154K | ﹤0.01% |
24,395
-9,036
| -27% | -$57K |
|
3361
Smith-Midland
SMID
$211M
| $154K | ﹤0.01% |
4,972
-2,268
| -31% | -$70.2K |
|
3362
Universal Electronics
UEIC
$62.3M
| $154K | ﹤0.01% |
25,133
+2,407
| +11% | +$14.7K |
|
3363
SPDR S&P Aerospace & Defense ETF
XAR
$4.05B
| $154K | ﹤0.01% |
960
| – | – |
|
3364
Rackspace Technology
RXT
$347M
| $153K | ﹤0.01% |
90,405
-33,747
| -27% | -$57.1K |
|
|
UPB
3365
Upstream Bio, Inc. Common Stock
UPB
$947M
| $153K | ﹤0.01% |
24,993
-2,024
| -7% | -$12.4K |
|
3366
LINKBANCORP
LNKB
$268M
| $152K | ﹤0.01% |
22,369
-10,920
| -33% | -$74.2K |
|
3367
Lifetime Brands
LCUT
$88.4M
| $151K | ﹤0.01% |
30,705
-6,146
| -17% | -$30.2K |
|
3368
RE/MAX Holdings
RMAX
$195M
| $151K | ﹤0.01% |
18,037
-10,874
| -38% | -$91K |
|
3369
Lesaka Technologies
LSAK
$362M
| $150K | ﹤0.01% |
31,539
+25,801
| +450% | +$123K |
|
3370
FT Vest US Equity Buffer & Premium Income ETF December
XIDE
$22M
| $150K | ﹤0.01% |
5,008
+3,278
| +189% | +$98.2K |
|
3371
AllianzIM US Large Cap Buffer10 Apr ETF
APRT
$43.6M
| $149K | ﹤0.01% |
+4,014
| New | +$149K |
|
3372
Comp X International
CIX
$285M
| $149K | ﹤0.01% |
7,189
-758
| -10% | -$15.7K |
|
|
KGEI
3373
Kolibri Global Energy
KGEI
$191M
| $149K | ﹤0.01% |
17,712
+16,412
| +1,262% | +$138K |
|
3374
Innovator Equity Defined Protection ETF 2 Yr to April 2026
AAPR
$59.9M
| $149K | ﹤0.01% |
5,694
+1,778
| +45% | +$46.5K |
|
3375
Amplify Energy
AMPY
$160M
| $148K | ﹤0.01% |
39,461
-19,514
| -33% | -$73.2K |
|